| 3030 |
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 |
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| 3030 德律 |
實收資本額 |
2362 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2002/10/29 |
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| 發 言
人 |
林江淮 |
電 話 |
(02)2832-8918 |
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| 地 址 |
台北市士林區德行西路45號7樓 |
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| 產 業
別 |
電子中游-儀器設備工程 |
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| 主要產品 |
銷貨收入97.31%、維修收入2.69%(組裝電路板自動檢測設備暨相關治具、自動檢測設備) |
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| 2026/4/30 股價 |
342.50 |
法人買賣超合計(近一日) |
賣超 -534.762 張 |
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| 2026/4/30
漲跌 |
-2.00
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法人買賣超合計(近一週) |
買超
736.84 張 |
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| 2026/4/30
漲跌幅 |
-0.58
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法人買賣超合計(近一月) |
賣超 -9988.23 張 |
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| 券 資 比 |
1.14
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| 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 |
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| 2025 |
2026/05/27 |
7.00 |
0.00 |
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2.04% |
0% |
2.04% |
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| 2024 |
2025/05/28 |
5.00 |
0.00 |
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2025/06/13 |
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1.46% |
0% |
1.46% |
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| 2023 |
2024/05/29 |
3.30 |
0.00 |
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2024/06/14 |
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0.96% |
0% |
0.96% |
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| 2022 |
2023/05/31 |
4.50 |
0.00 |
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2023/06/15 |
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1.31% |
0% |
1.31% |
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| 機構估稅後EPS |
12.69 |
K(9) |
48.93 |
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技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
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| 淨值(元) |
40.66 |
D(9) |
49.86 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
26.99 |
周K(9) |
81.35 |
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1.2 |
0.8 |
1.6 |
1.6 |
1.5 |
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| 股價淨值比 |
8.42 |
周D(9) |
81.82 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
391.15 |
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| 月線乖離率 |
10.78 |
季線乖離率 |
35.82 |
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2026/4/2 |
2026/4/10 |
2026/4/17 |
2026/4/24 |
2026/4/30 |
20*PE |
253.70 |
3*PB |
122.03 |
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| 股價 |
247.50 |
303.00 |
338.50 |
315.50 |
342.50 |
15*PE |
190.28 |
2*PB |
81.35 |
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| 成交量(千股) |
26,428 |
38,900 |
38,880 |
48,675 |
24,812 |
10*PE |
126.85 |
1*PB |
40.68 |
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| 資餘 |
7,082 |
9,269 |
10,577 |
10,926 |
12,157 |
5*PE |
63.43 |
0.5*PB |
20.34 |
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| 券餘 |
30 |
196 |
157 |
131 |
138 |
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| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
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| 營業收入淨額(千) |
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2,081,400
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2,067,679
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2,377,844
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1,940,512
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1,492,181
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1,625,973
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1,727,000
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| 營業成本(千) |
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819,340
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895,169
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989,573
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822,599
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574,128
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663,882
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724,041
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| 營業毛利(千) |
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1,262,060
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1,172,510
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1,388,271
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1,117,913
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918,053
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962,091
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1,002,959
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| 營業費用(千) |
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550,727
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505,656
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445,229
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446,902
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443,985
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435,855
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465,242
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| 營業利益(千) |
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711,333
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666,854
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943,042
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671,011
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474,068
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526,236
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537,717
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| 營業外收入及支出(千) |
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129,563
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129,626
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-299,856 |
44,908
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73,174
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-40,565 |
43,665
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| 稅前純益(千) |
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840,896
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796,480
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643,186
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715,919
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547,242
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485,671
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581,382
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| 所得稅(千) |
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154,716
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103,251
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121,721
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138,114
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20,303
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97,419
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115,257
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| 稅後純益(千) |
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686,180
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693,229
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521,465
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577,805
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526,939
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388,252
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466,125
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| 其他綜合損益(千) |
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60,379
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45,410
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-121,842 |
23,894
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-9,071 |
21,151
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7,506
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| 綜合損益(千) |
|
746,559
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738,639
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399,623
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601,699
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517,868
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409,403
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473,631
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| 原始每股稅前盈餘(元) |
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3.56
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3.37
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2.72
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3.03
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2.32
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2.06
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2.46
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| 原始每股稅後盈餘(元) |
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2.90
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2.93
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2.21
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2.45
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2.23
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1.64
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1.97
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| 毛利率(%) |
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60.64
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56.71
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58.38
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57.61
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61.52
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59.17
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58.08
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| 營業利益率(%) |
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34.18
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32.25
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39.66
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34.58
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31.77
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32.36
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31.14
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| 稅後純益率(%) |
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32.97
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33.53
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21.93
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29.78
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35.31
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23.88
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26.99
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| 稅後權益報酬率(%) |
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7.43
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8.18
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6.14
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6.73
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6.57
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5.14
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6.21
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| 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 |
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| 202603 |
793,160 |
2,441,415 |
5.10
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14.72
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25.81
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4.29
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2,441,415
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25.81 |
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| 202602 |
754,655 |
1,648,255 |
-15.55 |
24.94
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31.96
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2.76
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2,377,932
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33.59 |
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| 202601 |
893,601 |
893,601 |
22.47
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38.53
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38.53
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1.61
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2,436,130
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50.18 |
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| 202512 |
729,676 |
8,467,435 |
-10.23 |
37.44
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33.22
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12.69
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2,081,399
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39.49 |
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| 202511 |
812,853 |
7,737,759 |
50.84
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82.19
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32.84
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11.56
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1,915,308
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26.07 |
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| 202510 |
538,870 |
6,924,905 |
-4.39 |
4.61
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28.75
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9.96
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1,858,708
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15.96 |
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| 202509 |
563,585 |
6,386,035 |
-25.48 |
1.01
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31.30
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9.13
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2,067,679
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27.17 |
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| 202508 |
756,253 |
5,822,450 |
1.12
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42.74
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35.23
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8.38
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2,264,370
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42.88 |
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| 202507 |
747,841 |
5,066,197 |
-1.64 |
38.96
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34.17
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6.97
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2,441,316
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53.23 |
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| 202506 |
760,276 |
4,318,356 |
-18.53 |
47.13
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33.38
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5.75
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2,377,845
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37.69 |
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| 202505 |
933,199 |
3,558,080 |
36.36
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73.35
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30.77
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4.76
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創近一年新高 |
2,308,985
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25.21 |
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| 202504 |
684,370 |
2,624,882 |
-1.02 |
1.85
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20.27
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3.74
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1,979,818
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15.33 |
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| 202503 |
691,416 |
1,940,512 |
14.47
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9.09
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28.46
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3.03
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創近一年新高 |
1,940,512
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28.46 |
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| 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 |
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| 9B00 |
台新 |
224 |
594 |
370 |
1480 |
美商高盛 |
-245 |
284 |
529 |
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| 9A00 |
永豐金 |
192 |
625 |
433 |
8440 |
摩根大通 |
-163 |
128 |
291 |
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| 1470 |
台灣摩根士丹利 |
184 |
328 |
144 |
7000 |
兆豐 |
-110 |
154 |
264 |
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| 9300 |
華南永昌 |
97 |
245 |
148 |
5850 |
統一 |
-84 |
125 |
209 |
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| 5380 |
第一金 |
66 |
124 |
58 |
1650 |
新加坡商瑞銀 |
-79 |
105 |
184 |
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| 6010 |
奔亞證券 |
44 |
48 |
4 |
1440 |
美林 |
-37 |
45 |
82 |
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| 1030 |
土銀 |
39 |
46 |
7 |
9100 |
群益金鼎 |
-32 |
236 |
268 |
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| 8450 |
康和 |
31 |
99 |
68 |
6460 |
大昌 |
-28 |
28 |
56 |
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| 6160 |
中國信託 |
21 |
96 |
75 |
9600 |
富邦 |
-18 |
460 |
478 |
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| 8880 |
國泰 |
17 |
358 |
341 |
9200 |
凱基 |
-17 |
703 |
720 |
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| 個股TOP15買賣超券商籌碼統計(20日) |
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| 1日籌碼集中度 |
-1 |
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10日籌碼集中度 |
-3.2 |
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單日買賣超 |
-70 |
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| 5日籌碼集中度 |
3.3 |
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20日籌碼集中度 |
-3.8 |
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累計買賣超 |
-6223 |
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| 個股借券統計(20日) |
千張大戶統計(20週) |
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| 單日借賣張數 |
10211 |
借券餘額 |
13516 |
千張大戶戶數 |
25 |
大戶比例 |
53.93 |
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更新日期: |
2026/5/1 19:21 |
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