| 3090 |
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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| 3090 日電貿 |
實收資本額 |
2126 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2007/12/31 |
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| 發 言
人 |
于耀國 |
電 話 |
(02)2219-0505 |
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| 地 址 |
新北市新店區中正路四維巷一弄四號一樓 |
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| 產 業
別 |
電子上游-被動元件 |
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| 主要產品 |
電子零件組件及其材料之製造加工及買賣業務、電腦週邊設備之製造加工買賣及軟體程式設計業務、前各項有關產品之進出口貿易業務 |
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| 2025/8/1 股價 |
76.30 |
法人買賣超合計(近一日) |
買超 240.584 張 |
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| 2025/8/1
漲跌 |
0.40
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法人買賣超合計(近一週) |
買超
840.9 張 |
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| 2025/8/1
漲跌幅 |
0.53
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法人買賣超合計(近一月) |
賣超 -3846.57 張 |
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| 券 資 比 |
1.30
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外資連3買 |
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自營連2賣 |
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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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| 2024/06/25 |
3.40 |
0.70 |
2018/07/31 |
2024/06/27 |
4.46% |
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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 |
2025/06/11 |
4.20 |
0.00 |
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2025/07/03 |
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5.5% |
0% |
5.5% |
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| 2023 |
2024/06/25 |
3.40 |
0.00 |
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2024/06/27 |
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4.46% |
0% |
4.46% |
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| 2022 |
2023/06/15 |
5.50 |
0.00 |
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2023/07/06 |
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7.21% |
0% |
7.21% |
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| 2021 |
2022/06/15 |
4.00 |
0.00 |
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2022/07/04 |
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5.24% |
0% |
5.24% |
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| 機構估稅後EPS |
6.00 |
K(9) |
42.94 |
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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) |
27.95 |
D(9) |
36.45 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
12.72 |
周K(9) |
65.51 |
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1.6 |
1.2 |
2 |
1.2 |
1.5 |
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| 股價淨值比 |
2.73 |
周D(9) |
68.62 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
87.75 |
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| 月線乖離率 |
2.14 |
季線乖離率 |
4.46 |
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2025/7/4 |
2025/7/11 |
2025/7/18 |
2025/7/25 |
2025/8/1 |
20*PE |
120.16 |
3*PB |
83.85 |
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| 股價 |
71.50 |
72.30 |
77.50 |
75.30 |
76.30 |
15*PE |
90.12 |
2*PB |
55.90 |
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| 成交量(千股) |
41,379 |
15,339 |
19,267 |
6,055 |
3,499 |
10*PE |
60.08 |
1*PB |
27.95 |
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| 資餘 |
3,348 |
3,117 |
3,221 |
3,183 |
3,241 |
5*PE |
30.04 |
0.5*PB |
13.97 |
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| 券餘 |
104 |
76 |
54 |
43 |
42 |
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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) |
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3,795,673
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3,153,667
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3,294,066
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2,838,738
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2,854,625
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2,657,470
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2,879,403
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| 營業成本(千) |
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3,129,594
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2,728,564
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2,747,194
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2,358,729
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2,359,250
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2,283,767
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2,419,053
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| 營業毛利(千) |
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666,079
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425,103
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546,872
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480,009
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495,375
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373,703
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460,350
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| 營業費用(千) |
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235,765
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213,112
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202,007
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211,763
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205,456
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176,139
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203,248
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| 營業利益(千) |
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430,314
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211,991
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344,865
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268,246
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289,919
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197,564
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257,102
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| 營業外收入及支出(千) |
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15,161
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48,608
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-7,624 |
18,604
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43,589
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-58,939 |
85,029
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| 稅前純益(千) |
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445,475
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260,599
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337,241
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286,850
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333,508
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138,625
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342,131
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| 所得稅(千) |
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91,092
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50,319
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74,466
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59,630
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68,753
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33,324
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70,493
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| 稅後純益(千) |
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354,383
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210,280
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262,775
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227,220
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264,755
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105,301
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271,638
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| 其他綜合損益(千) |
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-124,019 |
19,107
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-27,807 |
11,181
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119,327
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-22,926 |
69,963
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| 綜合損益(千) |
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230,364
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229,387
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234,968
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238,401
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384,082
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82,375
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341,601
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| 原始每股稅前盈餘(元) |
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2.10
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1.23
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1.59
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1.35
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1.57
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0.65
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1.61
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| 原始每股稅後盈餘(元) |
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1.65
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0.97
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1.22
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1.04
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1.22
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0.48
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1.26
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| 毛利率(%) |
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17.55
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13.48
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16.60
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16.91
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17.35
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14.06
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15.99
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| 營業利益率(%) |
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11.34
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6.72
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10.47
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9.45
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10.16
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7.43
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8.93
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| 稅後純益率(%) |
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9.34
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6.67
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7.98
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8.00
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9.27
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3.96
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9.43
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| 稅後權益報酬率(%) |
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5.60
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3.22
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4.17
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3.75
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4.33
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1.69
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4.52
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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 |
0 |
0 |
0.00
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0.00
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0.00
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0 |
0 |
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| 202506 |
1,269,905 |
7,861,960 |
-6.48 |
42.72
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38.09
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4,066,287
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43.24 |
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| 202505 |
1,357,910 |
6,592,055 |
-5.60 |
35.82
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37.23
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3,960,066
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37.52 |
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| 202504 |
1,438,472 |
5,234,145 |
23.61
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51.55
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37.60
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創歷史新高 |
3,812,826
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47 |
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| 202503 |
1,163,684 |
3,795,673 |
-3.88 |
25.05
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32.97
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2.10
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3,795,673
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32.97 |
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| 202502 |
1,210,670 |
2,631,989 |
-14.82 |
69.56
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36.79
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3,526,635
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32.44 |
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| 202501 |
1,421,319 |
1,421,319 |
58.87
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17.46
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17.46
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創歷史新高 |
3,428,350
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16.16 |
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| 202412 |
894,646 |
12,141,096 |
-19.57 |
21.12
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13.94
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5.73
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3,153,667
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18.67 |
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| 202411 |
1,112,385 |
11,246,450 |
-2.99 |
10.95
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13.41
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3,321,847
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15.65 |
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| 202410 |
1,146,636 |
10,134,065 |
7.89
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25.15
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13.68
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3,334,358
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16.08 |
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| 202409 |
1,062,826 |
8,987,429 |
-5.52 |
11.46
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12.37
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4.50
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3,294,066
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14.4 |
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| 202408 |
1,124,896 |
7,924,603 |
1.68
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12.18
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12.49
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3,121,003
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11.96 |
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| 202407 |
1,106,344 |
6,799,707 |
24.34
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19.84
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12.54
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2,995,926
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11.12 |
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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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| 1480 |
美商高盛 |
91 |
129 |
38 |
8880 |
國泰 |
-100 |
27 |
127 |
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| 1560 |
港商野村 |
44 |
44 |
0 |
5380 |
第一金 |
-30 |
8 |
38 |
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| 8440 |
摩根大通 |
42 |
67 |
25 |
6010 |
奔亞證券 |
-29 |
1 |
30 |
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| 1470 |
台灣摩根士丹利 |
28 |
37 |
9 |
9300 |
華南永昌 |
-27 |
37 |
64 |
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| 9200 |
凱基 |
23 |
119 |
96 |
9A00 |
永豐金 |
-17 |
44 |
61 |
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| 1440 |
美林 |
19 |
39 |
20 |
8840 |
玉山 |
-13 |
9 |
22 |
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| 7000 |
兆豐 |
13 |
34 |
21 |
9100 |
群益金鼎 |
-12 |
20 |
32 |
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| 7790 |
國票 |
12 |
14 |
2 |
5920 |
元富 |
-11 |
11 |
22 |
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| 1260 |
宏遠 |
8 |
14 |
6 |
1650 |
新加坡商瑞銀 |
-10 |
49 |
59 |
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| 5320 |
高橋 |
7 |
10 |
3 |
5660 |
日進 |
-8 |
0 |
8 |
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| 20250716 |
換股合作獲漲聲！日電貿高掛紅燈、文曄也強攻 |
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| 20250716 |
三大法人兩天買超454億元 台股登上2萬3千關、量價前5大一片漲聲 |
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| 20250715 |
文曄宣布與日電貿換股合作 持股增至36%、未來擬取得董事席次 |
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| 20250714 |
重訊待宣布 日電貿及文曄7月15日暫停交易 |
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| 20250511 |
MLCC 下半年恐旺季不旺 被動元件族法人看法趨於中性 |
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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 |
10.8 |
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10日籌碼集中度 |
10.6 |
優 |
單日買賣超 |
103 |
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| 5日籌碼集中度 |
14.8 |
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20日籌碼集中度 |
-2.8 |
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累計買賣超 |
-1147 |
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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 |
2011 |
借券餘額 |
5439 |
千張大戶戶數 |
24 |
大戶比例 |
39.3 |
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更新日期： |
2025/8/1 19:49 |
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