| 3289 |
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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| 3289 宜特 |
實收資本額 |
867 (百萬) |
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| 市 場
別 |
OTC |
上 櫃 日 期 |
2004/12/28 |
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| 發 言
人 |
林榆桑 |
電 話 |
(03)5799909 |
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| 地 址 |
新竹市埔頂路22號1樓 |
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| 產 業
別 |
電子上游-IC-其他 |
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| 主要產品 |
積體電路之研究開發製作、分析預燒、測試業務、半導體零件及其儀器進出口 |
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| 2026/7/17 股價 |
147.50 |
法人買賣超合計(近一日) |
賣超 -119.242 張 |
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| 2026/7/17
漲跌 |
-13.00
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法人買賣超合計(近一週) |
賣超 -470.31 張 |
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| 2026/7/17
漲跌幅 |
-8.10
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法人買賣超合計(近一月) |
賣超 -2008.68 張 |
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| 券 資 比 |
0.31
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外資連2賣 |
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自營連2賣 |
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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 |
2026/06/12 |
4.46 |
0.00 |
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3.02% |
0% |
3.02% |
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| 2024 |
2025/06/13 |
4.29 |
0.00 |
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2025/08/05 |
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2.91% |
0% |
2.91% |
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| 2023 |
2024/06/14 |
3.73 |
0.00 |
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2024/08/05 |
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2.53% |
0% |
2.53% |
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| 2022 |
2023/06/14 |
1.99 |
0.00 |
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2023/08/09 |
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1.35% |
0% |
1.35% |
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| 機構估稅後EPS |
6.97 |
K(9) |
16.75 |
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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) |
55.23 |
D(9) |
24.07 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
21.16 |
周K(9) |
23.51 |
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0.4 |
0.4 |
1.6 |
1.2 |
1 |
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| 股價淨值比 |
2.67 |
周D(9) |
33.47 |
綜合評分: |
4.6 |
建議: |
觀望 |
目標價: |
169.63 |
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| 月線乖離率 |
-11.48 |
季線乖離率 |
-14.3 |
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2026/6/18 |
2026/6/26 |
2026/7/3 |
2026/7/9 |
2026/7/17 |
20*PE |
139.15 |
3*PB |
166.35 |
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| 股價 |
174.50 |
155.00 |
180.00 |
161.50 |
147.50 |
15*PE |
104.36 |
2*PB |
110.90 |
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| 成交量(千股) |
9,463 |
14,418 |
26,336 |
11,489 |
6,294 |
10*PE |
69.58 |
1*PB |
55.45 |
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| 資餘 |
8,569 |
8,379 |
9,479 |
8,790 |
8,500 |
5*PE |
34.79 |
0.5*PB |
27.73 |
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| 券餘 |
12 |
12 |
20 |
20 |
26 |
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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) |
1,083,458
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1,231,351
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1,275,701
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1,204,039
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1,131,486
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1,107,144
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1,116,033
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1,053,057
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| 營業成本(千) |
896,320
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916,078
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963,847
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878,221
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778,664
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801,513
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781,231
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759,681
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| 營業毛利(千) |
187,138
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315,273
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311,854
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325,818
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352,822
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305,631
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334,802
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293,376
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| 營業費用(千) |
261,256
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260,032
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227,737
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237,506
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230,780
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228,430
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216,223
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214,321
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| 營業利益(千) |
-74,118 |
55,241
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84,117
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88,312
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122,042
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77,201
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118,579
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79,055
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| 營業外收入及支出(千) |
254,095
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17,255
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11,795
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31,878
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5,140
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35,168
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-8,259 |
118,286
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| 稅前純益(千) |
179,977
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72,496
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95,912
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120,190
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127,182
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112,369
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110,320
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197,341
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| 所得稅(千) |
9,743
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25,255
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25,496
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20,014
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10,332
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20,072
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24,509
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26,735
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| 稅後純益(千) |
170,234
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47,241
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70,416
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100,176
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116,850
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92,297
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85,811
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170,606
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| 其他綜合損益(千) |
36,964
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4,791
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67,851
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-57,986 |
4,894
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-23,829 |
-34,573 |
1,176
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| 綜合損益(千) |
207,198
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52,032
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138,267
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42,190
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121,744
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68,468
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51,238
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171,782
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| 原始每股稅前盈餘(元) |
2.07
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0.84
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1.29
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1.62
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1.71
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1.51
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1.48
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2.66
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| 原始每股稅後盈餘(元) |
2.04
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0.64
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1.00
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1.50
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1.70
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1.22
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1.15
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2.32
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| 毛利率(%) |
17.27
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25.60
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24.45
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27.06
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31.18
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27.61
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30.00
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27.86
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| 營業利益率(%) |
-6.84 |
4.49
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6.59
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7.33
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10.79
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6.97
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10.63
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7.51
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| 稅後純益率(%) |
15.71
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3.84
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5.52
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8.32
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10.33
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8.34
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7.69
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16.20
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| 稅後權益報酬率(%) |
3.59
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1.15
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2.02
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2.87
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3.34
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2.65
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2.45
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4.92
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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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| 202606 |
426,314 |
2,266,979 |
10.47
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-1.56 |
-2.93 |
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1,183,521
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-1.7 |
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| 202605 |
385,903 |
1,840,665 |
3.93
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0.24
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-3.25 |
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1,107,110
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-4.95 |
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| 202604 |
371,304 |
1,454,762 |
6.12
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-3.80 |
-4.13 |
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1,054,700
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-7.47 |
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| 202603 |
349,903 |
1,083,458 |
4.92
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-11.15 |
-4.24 |
2.08
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1,083,458
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-4.24 |
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| 202602 |
333,493 |
733,555 |
-16.64 |
-7.37 |
-0.56 |
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創近一年新低 |
1,170,596
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5.5 |
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| 202601 |
400,062 |
400,062 |
-8.46 |
5.93
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5.93
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1,238,039
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10.27 |
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| 202512 |
437,041 |
4,842,577 |
9.01
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17.53
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11.44
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4.81
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1,231,351
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11.22 |
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| 202511 |
400,936 |
4,405,536 |
1.92
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7.43
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10.87
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1,252,200
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9.75 |
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| 202510 |
393,374 |
4,004,600 |
-14.09 |
8.64
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11.22
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1,253,912
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7.37 |
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| 202509 |
457,890 |
3,611,226 |
13.72
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12.88
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11.51
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創歷史新高 |
1,275,701
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14.31 |
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| 202508 |
402,648 |
3,153,336 |
-3.01 |
0.64
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11.32
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1,250,876
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16.24 |
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| 202507 |
415,163 |
2,750,688 |
-4.13 |
33.79
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13.07
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1,233,217
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20.76 |
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| 202506 |
433,065 |
2,335,525 |
12.49
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18.41
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10.04
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2.86
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創歷史新高 |
1,204,039
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14.34 |
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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 |
63 |
238 |
175 |
5850 |
統一 |
-62 |
42 |
104 |
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| 9B00 |
台新 |
40 |
81 |
41 |
6160 |
中國信託 |
-50 |
16 |
66 |
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| 8560 |
新光 |
34 |
46 |
12 |
9A00 |
永豐金 |
-29 |
111 |
140 |
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| 8880 |
國泰 |
33 |
98 |
65 |
1470 |
台灣摩根士丹利 |
-22 |
9 |
31 |
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| 9100 |
群益金鼎 |
28 |
131 |
103 |
1590 |
花旗環球 |
-19 |
0 |
19 |
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| 6480 |
福邦 |
23 |
28 |
5 |
1040 |
臺銀證券 |
-18 |
6 |
24 |
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| 9300 |
華南永昌 |
16 |
86 |
70 |
1260 |
宏遠 |
-15 |
4 |
19 |
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| 6460 |
大昌 |
13 |
14 |
1 |
8840 |
玉山 |
-12 |
29 |
41 |
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| 5380 |
第一金 |
8 |
28 |
20 |
9200 |
凱基 |
-12 |
168 |
180 |
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| 8580 |
聯邦 |
7 |
20 |
13 |
8440 |
摩根大通 |
-7 |
26 |
33 |
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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 |
-6 |
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10日籌碼集中度 |
-17.8 |
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單日買賣超 |
-92 |
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| 5日籌碼集中度 |
-5.1 |
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20日籌碼集中度 |
-1.6 |
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累計買賣超 |
-1623 |
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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 |
5654 |
借券餘額 |
5819 |
千張大戶戶數 |
8 |
大戶比例 |
12.57 |
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更新日期: |
2026/7/19 02:21 |
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