| 2884 |
北城證券研發部提供 非經同意不得轉載 本刊內容僅供參考 投資人應謹慎考量投資風險 本公司不負任何法律責任 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 2884 玉山金 |
實收資本額 |
161740 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
2002/01/28 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
林俊佑 |
電 話 |
(02)2175-1313 |
|
|
|
|
|
|
|
|
|
| 地 址 |
臺北市松山區民生東路三段117號14樓及115號1樓 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
金融-金控 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
利息淨收益45.2%、手續費及佣金淨損益40.42%、透過損益按公允價值衡量之金融資產及負債損益11.11%、兌換損益1.45%、透過其他綜合損益按公允價值衡量之金融資產已實現損益1.41%(金融控股公司業) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2026/6/18 股價 |
35.40 |
法人買賣超合計(近一日) |
賣超 -8223.807 張 |
|
|
|
|
|
|
|
|
|
| 2026/6/18
漲跌 |
-0.10
|
法人買賣超合計(近一週) |
買超
50659.36 張 |
|
|
|
|
|
|
|
|
|
| 2026/6/18
漲跌幅 |
-0.28
|
法人買賣超合計(近一月) |
買超
79980.47 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.39
|
外資連2賣 |
投信連3買 |
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 股利年度 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
扣抵率(%) |
殖利率 |
股利殖利率 |
現金殖利率 |
|
|
|
|
| 2025 |
2026/06/12 |
1.40 |
0.00 |
|
2026/07/01 |
|
3.95% |
0% |
3.95% |
|
|
|
|
| 2024 |
2025/06/13 |
1.20 |
0.10 |
2025/07/22 |
2025/07/22 |
|
3.67% |
0% |
3.39% |
|
|
|
|
| 2023 |
2024/06/14 |
1.20 |
0.20 |
2024/07/26 |
2024/07/26 |
|
3.96% |
0.01% |
3.39% |
|
|
|
|
| 2022 |
2023/06/09 |
0.19 |
0.38 |
2023/07/27 |
2023/07/27 |
|
1.6% |
0.01% |
0.53% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
2.37 |
K(9) |
86.05 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
17.60 |
D(9) |
86.61 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
14.94 |
周K(9) |
69.57 |
|
0 |
0 |
0 |
0 |
0 |
|
|
|
|
| 股價淨值比 |
2.01 |
周D(9) |
53.92 |
綜合評分: |
0 |
建議: |
不列入追踪 |
目標價: |
0 |
|
|
|
|
| 月線乖離率 |
7.39 |
季線乖離率 |
9.03 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2026/5/22 |
2026/5/29 |
2026/6/5 |
2026/6/12 |
2026/6/18 |
20*PE |
47.52 |
3*PB |
52.84 |
|
|
|
|
| 股價 |
31.30 |
30.95 |
33.35 |
34.35 |
35.40 |
15*PE |
35.64 |
2*PB |
35.22 |
|
|
|
|
| 成交量(千股) |
169,232 |
336,321 |
337,930 |
303,977 |
259,574 |
10*PE |
23.76 |
1*PB |
17.61 |
|
|
|
|
| 資餘 |
10,675 |
8,160 |
8,174 |
6,532 |
6,159 |
5*PE |
11.88 |
0.5*PB |
8.81 |
|
|
|
|
| 券餘 |
5 |
5 |
62 |
29 |
24 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
|
|
|
|
| 營業收入淨額(千) |
42,458,371
|
41,100,927
|
41,194,201
|
37,848,693
|
38,123,477
|
34,531,857
|
39,904,724
|
35,134,203
|
|
|
|
|
| 營業成本(千) |
18,295,701
|
19,261,342
|
18,779,225
|
17,835,737
|
17,038,436
|
17,805,363
|
19,104,387
|
17,778,132
|
|
|
|
|
| 營業毛利(千) |
24,162,670
|
21,839,585
|
22,414,976
|
20,012,956
|
21,085,041
|
16,726,494
|
20,800,337
|
17,356,071
|
|
|
|
|
| 營業費用(千) |
11,455,963
|
12,139,665
|
11,609,077
|
10,316,879
|
10,355,628
|
9,852,567
|
10,935,516
|
9,570,810
|
|
|
|
|
| 營業利益(千) |
12,706,707
|
9,699,920
|
10,805,899
|
9,696,077
|
10,729,413
|
6,873,927
|
9,864,821
|
7,785,261
|
|
|
|
|
| 營業外收入及支出(千) |
|
|
|
|
|
|
|
|
|
|
|
|
| 稅前純益(千) |
12,706,707
|
9,699,920
|
10,805,899
|
9,696,077
|
10,729,413
|
6,873,927
|
9,864,821
|
7,785,261
|
|
|
|
|
| 所得稅(千) |
2,639,201
|
1,548,427
|
1,358,994
|
1,730,266
|
1,919,406
|
1,636,000
|
1,664,851
|
1,328,701
|
|
|
|
|
| 稅後純益(千) |
10,067,506
|
8,151,493
|
9,446,905
|
7,965,811
|
8,810,007
|
5,237,927
|
8,199,970
|
6,456,560
|
|
|
|
|
| 其他綜合損益(千) |
1,340,426
|
4,409,323
|
2,498,112
|
-3,892,845 |
767,435
|
698,099
|
2,604,007
|
3,467,604
|
|
|
|
|
| 綜合損益(千) |
11,407,932
|
12,560,816
|
11,945,017
|
4,072,966
|
9,577,442
|
5,936,026
|
10,803,977
|
9,924,164
|
|
|
|
|
| 原始每股稅前盈餘(元) |
0.79
|
0.60
|
0.67
|
0.61
|
0.67
|
0.43
|
0.62
|
0.50
|
|
|
|
|
| 原始每股稅後盈餘(元) |
0.62
|
0.50
|
0.58
|
0.50
|
0.55
|
0.33
|
0.51
|
0.41
|
|
|
|
|
| 毛利率(%) |
56.91
|
53.14
|
54.41
|
52.88
|
55.31
|
48.44
|
52.12
|
49.40
|
|
|
|
|
| 營業利益率(%) |
29.93
|
23.60
|
26.23
|
25.62
|
28.14
|
19.91
|
24.72
|
22.16
|
|
|
|
|
| 稅後純益率(%) |
23.71
|
19.83
|
22.93
|
21.05
|
23.11
|
15.17
|
20.55
|
18.38
|
|
|
|
|
| 稅後權益報酬率(%) |
3.61
|
3.05
|
3.71
|
3.11
|
3.41
|
2.09
|
3.39
|
2.68
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 月營收 |
單月營收(千) |
累計營收(千) |
單月MoM |
單月YoY |
累計YoY |
累計稅前EPS |
備註 |
近3月營收(千) |
近3月年成長 |
|
|
|
|
| 202605 |
9,259,083 |
44,471,651 |
-7.84 |
24.76
|
24.75
|
1.37
|
|
27,747,025
|
26.82 |
|
|
|
|
| 202604 |
10,046,680 |
35,212,568 |
19.02
|
47.82
|
24.75
|
1.11
|
創歷史新高 |
25,966,934
|
19.95 |
|
|
|
|
| 202603 |
8,441,262 |
25,165,888 |
12.87
|
10.19
|
17.43
|
0.79
|
|
25,165,888
|
17.43 |
|
|
|
|
| 202602 |
7,478,992 |
16,724,626 |
-19.11 |
4.01
|
21.45
|
0.54
|
|
24,498,768
|
19.32 |
|
|
|
|
| 202601 |
9,245,634 |
9,245,634 |
18.93
|
40.52
|
40.52
|
0.31
|
創歷史新高 |
25,113,887
|
33.15 |
|
|
|
|
| 202512 |
7,774,142 |
91,771,743 |
-3.95 |
14.99
|
20.55
|
2.53
|
|
24,021,918
|
36.97 |
|
|
|
|
| 202511 |
8,094,111 |
83,997,601 |
-0.73 |
46.61
|
21.09
|
2.39
|
|
24,263,231
|
37.54 |
|
|
|
|
| 202510 |
8,153,665 |
75,903,490 |
1.72
|
55.11
|
18.88
|
2.17
|
|
24,417,465
|
23.06 |
|
|
|
|
| 202509 |
8,015,455 |
67,749,825 |
-2.82 |
16.78
|
15.63
|
1.93
|
|
24,628,181
|
9.65 |
|
|
|
|
| 202508 |
8,248,345 |
59,734,370 |
-1.39 |
6.82
|
15.48
|
1.72
|
|
24,085,017
|
11.24 |
|
|
|
|
| 202507 |
8,364,381 |
51,486,025 |
11.94
|
6.20
|
17.00
|
1.51
|
創歷史新高 |
23,258,396
|
11.82 |
|
|
|
|
| 202506 |
7,472,291 |
43,121,644 |
0.68
|
23.42
|
19.35
|
1.26
|
|
21,690,652
|
16.33 |
|
|
|
|
| 202505 |
7,421,724 |
35,649,353 |
9.20
|
8.03
|
18.53
|
1.07
|
|
21,878,720
|
16.41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
|
|
|
|
| 9200 |
凱基 |
14553 |
22234 |
7681 |
1360 |
港商麥格理 |
-9936 |
1670 |
11606 |
|
|
|
|
| 8440 |
摩根大通 |
11012 |
15253 |
4241 |
1480 |
美商高盛 |
-9218 |
5830 |
15048 |
|
|
|
|
| 9800 |
元大 |
7047 |
17586 |
10539 |
1440 |
美林 |
-7182 |
933 |
8115 |
|
|
|
|
| 9300 |
華南永昌 |
5628 |
6020 |
392 |
1470 |
台灣摩根士丹利 |
-5500 |
1187 |
6687 |
|
|
|
|
| 1590 |
花旗環球 |
2856 |
3100 |
244 |
1650 |
新加坡商瑞銀 |
-4140 |
3211 |
7351 |
|
|
|
|
| 9B00 |
台新 |
1398 |
2317 |
919 |
8880 |
國泰 |
-4132 |
2555 |
6687 |
|
|
|
|
| 5850 |
統一 |
1357 |
1670 |
313 |
9600 |
富邦 |
-2329 |
1571 |
3900 |
|
|
|
|
| 1030 |
土銀 |
471 |
557 |
86 |
8840 |
玉山 |
-2013 |
1541 |
3554 |
|
|
|
|
| 9A00 |
永豐金 |
371 |
2392 |
2021 |
1560 |
港商野村 |
-951 |
993 |
1944 |
|
|
|
|
| 8900 |
法銀巴黎 |
289 |
297 |
8 |
1260 |
宏遠 |
-622 |
61 |
683 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
0.9 |
|
10日籌碼集中度 |
19.3 |
優 |
單日買賣超 |
882 |
|
|
|
| 5日籌碼集中度 |
23.4 |
優 |
20日籌碼集中度 |
11.8 |
優 |
累計買賣超 |
147505 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
243679 |
借券餘額 |
479067 |
千張大戶戶數 |
905 |
大戶比例 |
67.33 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期: |
2026/6/19 01:49 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|