| 3528 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 3528 安馳 |
實收資本額 |
666 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
2016/05/18 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
林志峰 |
電 話 |
26982526 |
|
|
|
|
|
|
|
|
|
| 地 址 |
新北市汐止區新台五路一段75號21樓 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
電子上游-IC-通路 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
電腦設備安裝業、電子材料批發業、電腦及事務性機器設備批發業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2026/7/17 股價 |
84.00 |
法人買賣超合計(近一日) |
買超 13.741 張 |
|
|
|
|
|
|
|
|
|
| 2026/7/17
漲跌 |
-5.00
|
法人買賣超合計(近一週) |
賣超 -118.49 張 |
|
|
|
|
|
|
|
|
|
| 2026/7/17
漲跌幅 |
-5.62
|
法人買賣超合計(近一月) |
賣超 -169.26 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.00
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
2026/05/27 |
1.38 |
0.00 |
|
|
|
1.64% |
0% |
1.64% |
|
|
|
|
| 2024 |
2025/05/28 |
3.00 |
0.00 |
|
2025/09/01 |
|
3.57% |
0% |
3.57% |
|
|
|
|
| 2023 |
2024/05/31 |
1.50 |
0.00 |
|
2024/07/23 |
|
1.79% |
0% |
1.79% |
|
|
|
|
| 2022 |
2023/05/31 |
4.10 |
0.00 |
|
2023/06/29 |
|
4.88% |
0% |
4.88% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
9.01 |
K(9) |
9.2 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
31.33 |
D(9) |
12.43 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
9.32 |
周K(9) |
31.84 |
|
0.4 |
0.8 |
0.8 |
1.6 |
1 |
|
|
|
|
| 股價淨值比 |
2.68 |
周D(9) |
50.05 |
綜合評分: |
4.6 |
建議: |
觀望 |
目標價: |
96.6 |
|
|
|
|
| 月線乖離率 |
-14.4 |
季線乖離率 |
-15.4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2026/6/18 |
2026/6/26 |
2026/7/3 |
2026/7/9 |
2026/7/17 |
20*PE |
180.65 |
3*PB |
94.03 |
|
|
|
|
| 股價 |
110.50 |
96.70 |
98.80 |
99.30 |
84.00 |
15*PE |
135.48 |
2*PB |
62.69 |
|
|
|
|
| 成交量(千股) |
6,914 |
6,232 |
2,257 |
2,196 |
2,347 |
10*PE |
90.32 |
1*PB |
31.34 |
|
|
|
|
| 資餘 |
3,343 |
2,536 |
2,392 |
2,430 |
2,193 |
5*PE |
45.16 |
0.5*PB |
15.67 |
|
|
|
|
| 券餘 |
242 |
2 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
|
|
|
|
| 營業收入淨額(千) |
3,501,682
|
2,863,595
|
2,471,215
|
1,898,361
|
1,726,137
|
1,345,225
|
1,373,386
|
1,337,472
|
|
|
|
|
| 營業成本(千) |
3,015,658
|
2,507,202
|
2,213,588
|
1,756,729
|
1,482,968
|
1,227,457
|
1,212,446
|
1,091,689
|
|
|
|
|
| 營業毛利(千) |
486,024
|
356,393
|
257,627
|
141,632
|
243,169
|
117,768
|
160,940
|
245,783
|
|
|
|
|
| 營業費用(千) |
134,626
|
125,804
|
94,794
|
45,712
|
119,277
|
97,393
|
61,572
|
118,523
|
|
|
|
|
| 營業利益(千) |
351,398
|
230,589
|
162,833
|
95,920
|
123,892
|
20,375
|
99,368
|
127,260
|
|
|
|
|
| 營業外收入及支出(千) |
-115,938 |
-66,458 |
-27,424 |
-374,741 |
44,294
|
46,056
|
-24,196 |
3,605
|
|
|
|
|
| 稅前純益(千) |
235,460
|
164,131
|
135,409
|
-278,821 |
168,186
|
66,431
|
75,172
|
130,865
|
|
|
|
|
| 所得稅(千) |
47,093
|
29,056
|
30,081
|
-56,842 |
33,637
|
10,574
|
15,035
|
24,651
|
|
|
|
|
| 稅後純益(千) |
188,367
|
135,075
|
105,328
|
-221,979 |
134,549
|
55,857
|
60,137
|
106,214
|
|
|
|
|
| 其他綜合損益(千) |
61,404
|
-3,060 |
26,678
|
-3,041 |
-12,163 |
-3,895 |
-3,713 |
-10,449 |
|
|
|
|
| 綜合損益(千) |
249,771
|
132,015
|
132,006
|
-225,020 |
122,386
|
51,962
|
56,424
|
95,765
|
|
|
|
|
| 原始每股稅前盈餘(元) |
3.53
|
2.46
|
2.03
|
-4.18 |
2.52
|
1.00
|
1.13
|
1.96
|
|
|
|
|
| 原始每股稅後盈餘(元) |
2.83
|
2.03
|
1.58
|
-3.33 |
2.02
|
0.84
|
0.90
|
1.59
|
|
|
|
|
| 毛利率(%) |
13.88
|
12.45
|
10.43
|
7.46
|
14.09
|
8.75
|
11.72
|
18.38
|
|
|
|
|
| 營業利益率(%) |
10.04
|
8.05
|
6.59
|
5.05
|
7.18
|
1.51
|
7.24
|
9.51
|
|
|
|
|
| 稅後純益率(%) |
5.38
|
4.72
|
4.26
|
-11.69 |
7.79
|
4.15
|
4.38
|
7.94
|
|
|
|
|
| 稅後權益報酬率(%) |
9.38
|
7.25
|
6.08
|
-12.48 |
6.97
|
2.88
|
3.19
|
5.86
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 202606 |
1,091,604 |
6,702,604 |
9.12
|
57.40
|
84.93
|
|
|
3,200,922
|
68.62 |
|
|
|
|
| 202605 |
1,000,344 |
5,611,000 |
-9.80 |
66.83
|
91.44
|
|
|
3,472,875
|
93.86 |
|
|
|
|
| 202604 |
1,108,974 |
4,610,656 |
-18.67 |
83.24
|
97.77
|
|
|
3,153,722
|
79.98 |
|
|
|
|
| 202603 |
1,363,557 |
3,501,682 |
100.17
|
132.45
|
102.86
|
3.54
|
|
3,501,682
|
102.86 |
|
|
|
|
| 202602 |
681,191 |
2,138,125 |
-53.24 |
21.54
|
87.63
|
|
|
3,149,950
|
99.58 |
|
|
|
|
| 202601 |
1,456,934 |
1,456,934 |
43.99
|
151.60
|
151.60
|
|
創歷史新高 |
3,385,467
|
129.84 |
|
|
|
|
| 202512 |
1,011,825 |
8,959,308 |
10.38
|
130.59
|
69.32
|
2.84
|
創歷史新高 |
2,863,595
|
112.87 |
|
|
|
|
| 202511 |
916,708 |
7,947,483 |
-1.96 |
101.42
|
63.78
|
|
|
2,738,659
|
101.9 |
|
|
|
|
| 202510 |
935,062 |
7,030,775 |
5.43
|
107.19
|
59.88
|
|
創歷史新高 |
2,663,348
|
95.05 |
|
|
|
|
| 202509 |
886,889 |
6,095,713 |
5.41
|
97.08
|
54.47
|
0.37
|
創歷史新高 |
2,471,215
|
79.94 |
|
|
|
|
| 202508 |
841,397 |
5,208,824 |
13.25
|
81.28
|
48.99
|
|
創歷史新高 |
2,277,859
|
65.67 |
|
|
|
|
| 202507 |
742,929 |
4,367,427 |
7.12
|
61.78
|
44.04
|
|
創歷史新高 |
2,036,079
|
47.02 |
|
|
|
|
| 202506 |
693,533 |
3,624,498 |
15.66
|
53.58
|
40.88
|
-1.66 |
創歷史新高 |
1,898,361
|
41.94 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
57 |
78 |
21 |
9800 |
元大 |
-33 |
79 |
112 |
|
|
|
|
| 1480 |
美商高盛 |
45 |
67 |
22 |
8880 |
國泰 |
-29 |
10 |
39 |
|
|
|
|
| 9600 |
富邦 |
43 |
66 |
23 |
9B00 |
台新 |
-21 |
10 |
31 |
|
|
|
|
| 9100 |
群益金鼎 |
35 |
48 |
13 |
8440 |
摩根大通 |
-20 |
23 |
43 |
|
|
|
|
| 1020 |
合庫 |
13 |
14 |
1 |
1470 |
台灣摩根士丹利 |
-18 |
7 |
25 |
|
|
|
|
| 8450 |
康和 |
11 |
20 |
9 |
5380 |
第一金 |
-17 |
1 |
18 |
|
|
|
|
| 8560 |
新光 |
11 |
12 |
1 |
5850 |
統一 |
-14 |
3 |
17 |
|
|
|
|
| 9A00 |
永豐金 |
4 |
10 |
6 |
6110 |
台中銀 |
-12 |
6 |
18 |
|
|
|
|
| 1590 |
花旗環球 |
2 |
2 |
0 |
1650 |
新加坡商瑞銀 |
-12 |
10 |
22 |
|
|
|
|
| 1260 |
宏遠 |
1 |
1 |
0 |
1030 |
土銀 |
-11 |
0 |
11 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
5.7 |
|
10日籌碼集中度 |
0.8 |
|
單日買賣超 |
29 |
|
|
|
| 5日籌碼集中度 |
4.8 |
|
20日籌碼集中度 |
-4.1 |
|
累計買賣超 |
-1364 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
1031 |
借券餘額 |
2019 |
千張大戶戶數 |
5 |
大戶比例 |
62.67 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期: |
2026/7/19 01:54 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|