3034 |
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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3034 聯詠 |
實收資本額 |
6085 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2002/08/26 |
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發 言
人 |
陳健興 |
電 話 |
(03)567-0889 |
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地 址 |
新竹科學園區創新一路13號2樓 |
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產 業
別 |
電子上游-IC-設計 |
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主要產品 |
DriverIC61.54%、SOCIC38.38%(研究開發設計生產製造銷售下列產品:A語音積體電路及系統B通、訊積體電路及系統C內崁式微控制器及系統D數位訊號處理器及系統、E電腦週邊控制積體電路及系統F液晶顯示器驅動積體電路及系統) |
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2025/8/21 股價 |
425.50 |
法人買賣超合計(近一日) |
賣超 -129.789 張 |
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2025/8/21
漲跌 |
-0.50
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法人買賣超合計(近一週) |
賣超 -1117.8 張 |
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2025/8/21
漲跌幅 |
-0.12
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法人買賣超合計(近一月) |
賣超 -16390.67 張 |
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券 資 比 |
0.72
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外資連2賣 |
投信連2買 |
自營連4買 |
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最新股利發放 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
殖利率 |
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2024/05/31 |
32.00 |
0.05 |
2009/08/05 |
2024/07/10 |
7.52% |
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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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2024 |
2025/05/28 |
28.00 |
0.00 |
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2025/07/09 |
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6.58% |
0% |
6.58% |
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2023 |
2024/05/31 |
32.00 |
0.00 |
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2024/07/10 |
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7.52% |
0% |
7.52% |
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2022 |
2023/05/31 |
37.00 |
0.00 |
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2023/07/11 |
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8.7% |
0% |
8.7% |
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2021 |
2022/06/08 |
51.50 |
0.00 |
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2022/07/12 |
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12.1% |
0% |
12.1% |
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機構估稅後EPS |
29.49 |
K(9) |
17.74 |
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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) |
98.01 |
D(9) |
13.69 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.43 |
周K(9) |
16.13 |
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1.2 |
0.4 |
2 |
1.2 |
0 |
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股價淨值比 |
4.34 |
周D(9) |
32.02 |
綜合評分: |
4.8 |
建議: |
觀望 |
目標價: |
476.77 |
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月線乖離率 |
-6.01 |
季線乖離率 |
-11.42 |
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2025/7/25 |
2025/8/1 |
2025/8/8 |
2025/8/15 |
2025/8/21 |
20*PE |
590.97 |
3*PB |
294.12 |
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股價 |
494.00 |
474.00 |
440.00 |
430.00 |
425.50 |
15*PE |
443.23 |
2*PB |
196.08 |
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成交量(千股) |
11,575 |
11,421 |
17,848 |
14,324 |
8,825 |
10*PE |
295.49 |
1*PB |
98.04 |
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資餘 |
1,426 |
1,705 |
2,018 |
2,338 |
2,366 |
5*PE |
147.74 |
0.5*PB |
49.02 |
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券餘 |
27 |
32 |
11 |
16 |
17 |
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季IFRS財報(損益單季) |
202502 |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
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營業收入淨額(千) |
26,152,063
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27,120,202
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25,262,519
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27,866,328
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25,231,019
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24,427,885
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27,153,825
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28,929,962
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營業成本(千) |
16,658,415
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16,337,486
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15,281,955
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16,792,362
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14,850,868
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14,390,210
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15,890,226
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16,707,294
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營業毛利(千) |
9,493,648
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10,782,716
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9,980,564
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11,073,966
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10,380,151
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10,037,675
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11,263,599
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12,222,668
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營業費用(千) |
4,670,619
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5,086,966
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5,064,654
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4,832,562
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4,875,718
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4,893,384
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4,957,321
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5,079,563
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營業利益(千) |
4,823,029
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5,695,750
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4,915,910
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6,241,404
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5,504,433
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5,144,291
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6,306,278
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7,143,105
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營業外收入及支出(千) |
-220,720 |
444,863
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775,356
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169,055
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619,691
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756,177
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23,747
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623,583
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稅前純益(千) |
4,602,309
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6,140,613
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5,691,266
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6,410,459
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6,124,124
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5,900,468
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6,330,025
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7,766,688
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所得稅(千) |
863,055
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876,808
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889,900
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1,152,002
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735,559
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1,006,835
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1,002,072
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1,400,867
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稅後純益(千) |
3,739,254
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5,263,805
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4,801,366
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5,258,457
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5,388,565
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4,893,633
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5,327,953
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6,365,821
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其他綜合損益(千) |
-190,363 |
-56,103 |
-335,771 |
45,797
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139,044
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-12,114 |
231,370
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74,962
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綜合損益(千) |
3,548,891
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5,207,702
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4,465,595
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5,304,254
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5,527,609
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4,881,519
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5,559,323
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6,440,783
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原始每股稅前盈餘(元) |
7.56
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10.09
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9.35
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10.53
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10.06
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9.70
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10.40
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12.76
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原始每股稅後盈餘(元) |
6.14
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8.65
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7.89
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8.64
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8.86
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8.04
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8.76
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10.46
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毛利率(%) |
36.30
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39.76
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39.51
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39.74
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41.14
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41.09
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41.48
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42.25
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營業利益率(%) |
18.44
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21.00
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19.46
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22.40
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21.82
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21.06
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23.22
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24.69
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稅後純益率(%) |
14.30
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19.41
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19.01
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18.87
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21.36
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20.03
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19.62
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22.00
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稅後權益報酬率(%) |
5.63
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7.46
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7.31
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8.65
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8.27
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7.03
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8.27
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10.89
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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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202507 |
8,120,418 |
61,392,683 |
-3.62 |
-12.38 |
4.18 |
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創近一年新低 |
25,153,018
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-3.89 |
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202506 |
8,425,263 |
53,272,265 |
-2.12 |
-0.45 |
7.28 |
17.65
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26,152,063
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3.65 |
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202505 |
8,607,337 |
44,847,002 |
-5.62 |
2.00 |
8.86 |
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27,098,900
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6.93 |
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202504 |
9,119,463 |
36,239,665 |
-2.70 |
9.49 |
10.63
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27,758,796
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15.48 |
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202503 |
9,372,100 |
27,120,202 |
1.13 |
9.29 |
11.02
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10.09
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27,120,202
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11.02 |
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202502 |
9,267,233 |
17,748,102 |
9.27 |
29.92
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11.96
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26,275,249
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7.11 |
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202501 |
8,480,869 |
8,480,869 |
-0.54 |
-2.74 |
-2.74 |
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25,220,683
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-4.28 |
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202412 |
8,527,147 |
102,787,751 |
3.83 |
-1.75 |
-6.92 |
39.65
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25,262,519
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-6.97 |
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202411 |
8,212,667 |
94,260,604 |
-3.64 |
-8.23 |
-7.36 |
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25,653,584
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-8.49 |
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202410 |
8,522,705 |
86,047,937 |
-4.43 |
-10.53 |
-7.28 |
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27,121,072
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-5.77 |
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202409 |
8,918,212 |
77,525,232 |
-7.87 |
-6.72 |
-6.90 |
30.30
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27,866,327
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-3.68 |
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202408 |
9,680,155 |
68,607,020 |
4.45 |
-0.15 |
-6.93 |
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創近一年新高 |
27,411,365
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-7.02 |
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202407 |
9,267,960 |
58,926,864 |
9.51
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-4.21 |
-7.96 |
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26,169,903
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-12.8 |
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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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9800 |
元大 |
317 |
425 |
108 |
5920 |
元富 |
-239 |
26 |
265 |
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1470 |
台灣摩根士丹利 |
178 |
198 |
20 |
8440 |
摩根大通 |
-153 |
27 |
180 |
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9100 |
群益金鼎 |
102 |
112 |
10 |
1590 |
花旗環球 |
-109 |
9 |
118 |
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1040 |
臺銀證券 |
37 |
40 |
3 |
1650 |
新加坡商瑞銀 |
-106 |
13 |
119 |
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1440 |
美林 |
34 |
90 |
56 |
5850 |
統一 |
-96 |
52 |
148 |
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1560 |
港商野村 |
33 |
38 |
5 |
1480 |
美商高盛 |
-91 |
24 |
115 |
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9A00 |
永豐金 |
27 |
52 |
25 |
8150 |
台新 |
-70 |
17 |
87 |
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7790 |
國票 |
21 |
23 |
2 |
6480 |
福邦 |
-9 |
0 |
9 |
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7000 |
兆豐 |
18 |
21 |
3 |
8900 |
法銀巴黎 |
-6 |
0 |
6 |
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8880 |
國泰 |
13 |
46 |
33 |
1110 |
台灣企銀 |
-3 |
1 |
4 |
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20250811 |
台股強勢翻紅!上漲114點收24,135點 台積電上揚5元 |
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20250807 |
聯詠第3季不旺 業績看淡 |
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20250807 |
台積電寫天價1180元領軍上攻!台股飆556點 收復2萬4創波段新高 |
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20250730 |
聯詠第2季 EPS 6.14元 探18季低點 |
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20250729 |
聯詠財報/第2季 EPS 6.14元為近18季低點 上半年 14.8元 |
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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 |
-18.5 |
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10日籌碼集中度 |
-19.3 |
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單日買賣超 |
-306 |
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5日籌碼集中度 |
-14.4 |
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20日籌碼集中度 |
-24.4 |
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累計買賣超 |
-12959 |
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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 |
33571 |
借券餘額 |
40997 |
千張大戶戶數 |
76 |
大戶比例 |
63.03 |
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更新日期: |
2025/8/21 19:48 |
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