4909 |
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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4909 新復興 |
實收資本額 |
934 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2002/11/28 |
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發 言
人 |
廖毅樺 |
電 話 |
03-4722191 |
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地 址 |
桃園市新屋區望間里10鄰十五間45號 |
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產 業
別 |
電子上游-PCB-製造 |
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主要產品 |
高頻微波通訊用基板、一般資訊週邊用基板 |
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2025/8/20 股價 |
61.00 |
法人買賣超合計(近一日) |
買超 2.044 張 |
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2025/8/20
漲跌 |
-1.00
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法人買賣超合計(近一週) |
買超
827.75 張 |
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2025/8/20
漲跌幅 |
-1.61
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法人買賣超合計(近一月) |
買超
1548 張 |
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券 資 比 |
47.66
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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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2023/06/26 |
0.30 |
1.00 |
2011/08/09 |
2021/08/30 |
0.49% |
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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 |
2025/06/25 |
6.00 |
0.00 |
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2025/07/21 |
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9.84% |
0% |
9.84% |
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2023 |
2024/06/25 |
0.50 |
0.00 |
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2024/08/26 |
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0.82% |
0% |
0.82% |
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2022 |
2023/06/26 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/06/24 |
0.00 |
0.00 |
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0% |
0% |
0% |
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機構估稅後EPS |
-2.03 |
K(9) |
58.03 |
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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) |
26.32 |
D(9) |
56.91 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-30.05 |
周K(9) |
31 |
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0.8 |
0.8 |
1.2 |
0.8 |
0.5 |
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股價淨值比 |
2.32 |
周D(9) |
32.09 |
綜合評分: |
4.1 |
建議: |
觀望 |
目標價: |
63.93 |
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月線乖離率 |
2.23 |
季線乖離率 |
-2 |
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2025/7/25 |
2025/8/1 |
2025/8/8 |
2025/8/15 |
2025/8/20 |
20*PE |
19.84 |
3*PB |
78.88 |
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股價 |
58.10 |
58.20 |
58.20 |
60.50 |
61.00 |
15*PE |
14.88 |
2*PB |
52.59 |
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成交量(千股) |
9,662 |
7,328 |
8,086 |
5,583 |
5,184 |
10*PE |
9.92 |
1*PB |
26.29 |
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資餘 |
6,872 |
6,804 |
6,799 |
6,646 |
6,674 |
5*PE |
4.96 |
0.5*PB |
13.15 |
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券餘 |
1,964 |
2,457 |
3,041 |
3,084 |
3,181 |
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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) |
51,518
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118,699
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571,406
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1,075,243
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605,295
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546,736
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205,332
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183,174
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營業成本(千) |
65,795
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122,265
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385,021
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659,322
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375,222
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359,115
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151,892
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138,307
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營業毛利(千) |
-14,277 |
-3,566 |
186,385
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415,921
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230,073
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187,621
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53,440
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44,867
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營業費用(千) |
34,593
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27,954
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48,912
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90,179
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42,935
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50,024
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18,484
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25,073
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營業利益(千) |
-48,870 |
-31,520 |
137,473
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325,742
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187,138
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137,597
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34,956
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19,794
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營業外收入及支出(千) |
-157,849 |
39,226
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44,590
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273,282
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37,904
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69,159
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-40,024 |
60,599
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稅前純益(千) |
-206,719 |
7,706
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182,063
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599,024
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225,042
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206,756
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-5,068 |
80,393
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所得稅(千) |
-9,001 |
3,964
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23,619
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132,392
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40,505
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42,621
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-7,756 |
5,853
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稅後純益(千) |
-197,718 |
3,742
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158,444
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482,403
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141,490
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164,135
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-20,494 |
53,979
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其他綜合損益(千) |
-14,482 |
-6,380 |
6,145
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473 |
6,521
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1,443
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-9,829 |
9,921
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綜合損益(千) |
-212,200 |
-2,638 |
164,589
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482,876
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148,011
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165,578
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-30,323 |
63,900
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原始每股稅前盈餘(元) |
-2.21 |
0.08
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1.95
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6.42
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2.41
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2.21
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-0.05 |
0.86
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原始每股稅後盈餘(元) |
-2.12 |
0.04
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1.70
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5.17
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1.52
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1.76
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-0.22 |
0.58
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毛利率(%) |
-27.71 |
-3.00 |
32.62
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38.68
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38.01
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34.32
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26.03
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24.49
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營業利益率(%) |
-94.86 |
-26.55 |
24.06
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30.29
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30.92
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25.17
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17.02
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10.81
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稅後純益率(%) |
-383.78 |
3.15
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27.73
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44.86
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23.38
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30.02
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-9.98 |
29.47
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稅後權益報酬率(%) |
-6.95 |
0.12
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5.03
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16.88
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5.45
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6.66
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-0.86 |
2.27
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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 |
21,201 |
191,418 |
10.74
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-94.29 |
-87.52 |
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60,841
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-92.37 |
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202506 |
19,145 |
170,217 |
-6.59 |
-91.80 |
-84.94 |
-2.13 |
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51,518
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-91.64 |
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202505 |
20,495 |
151,071 |
72.55
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-89.35 |
-83.75 |
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52,817
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-91.32 |
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202504 |
11,878 |
130,576 |
-41.90 |
-93.76 |
-82.28 |
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創歷史新低 |
81,293
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-86.2 |
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202503 |
20,444 |
118,699 |
-58.25 |
-90.94 |
-78.29 |
0.08 |
創歷史新低 |
118,699
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-78.29 |
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202502 |
48,971 |
98,255 |
-0.64 |
-71.72 |
-69.40 |
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創近一年新低 |
262,296
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-43.44 |
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202501 |
49,284 |
49,284 |
-69.96 |
-66.68 |
-66.68 |
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創近一年新低 |
436,162
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38.1 |
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202412 |
164,041 |
2,777,064 |
-26.39 |
14.95
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347.54
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13.13
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571,406
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147.68 |
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202411 |
222,837 |
2,646,188 |
20.76
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783.54
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359.47
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693,013
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364.7 |
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202410 |
184,528 |
2,423,351 |
-35.40 |
193.91
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340.05
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889,213
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357.3 |
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202409 |
285,648 |
2,205,658 |
-31.83 |
367.32
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431.24
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11.18
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1,075,676
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421.83 |
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202408 |
419,037 |
1,953,176 |
12.95
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494.04
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357.64
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創歷史新高 |
1,023,618
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465.45 |
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202407 |
370,991 |
1,534,139 |
58.82
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398.17
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330.63
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創歷史新高 |
797,077
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403.2 |
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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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9200 |
凱基 |
147 |
208 |
61 |
1440 |
美林 |
-96 |
12 |
108 |
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1480 |
美商高盛 |
48 |
96 |
48 |
5850 |
統一 |
-41 |
1 |
42 |
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9800 |
元大 |
45 |
241 |
196 |
1650 |
新加坡商瑞銀 |
-30 |
55 |
85 |
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1470 |
台灣摩根士丹利 |
27 |
27 |
0 |
9100 |
群益金鼎 |
-23 |
41 |
64 |
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7030 |
致和 |
10 |
14 |
4 |
9A00 |
永豐金 |
-16 |
31 |
47 |
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6460 |
大昌 |
9 |
9 |
0 |
9300 |
華南永昌 |
-13 |
14 |
27 |
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5600 |
永興 |
6 |
6 |
0 |
8440 |
摩根大通 |
-13 |
20 |
33 |
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8560 |
新光 |
6 |
39 |
33 |
7000 |
兆豐 |
-13 |
12 |
25 |
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6950 |
福勝 |
5 |
5 |
0 |
8150 |
台新 |
-11 |
12 |
23 |
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1040 |
臺銀證券 |
4 |
5 |
1 |
1260 |
宏遠 |
-11 |
1 |
12 |
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20250630 |
PCB 扮6月壓軸!台光電創高、金像電亮燈 精成科奪人氣王 |
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20250619 |
三大法人聯手賣超288.75億元 台股22000關保衛戰開打 |
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20250606 |
新復興5月營收年減少逾89% 兩大原因公司全說了 |
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20250426 |
最牛一輪/新復興有料 元富4A 俏 |
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20250416 |
台積電不給力收低22元 台股跌389點收19,468點 |
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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 |
5.5 |
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10日籌碼集中度 |
12 |
優 |
單日買賣超 |
62 |
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5日籌碼集中度 |
15 |
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20日籌碼集中度 |
4.6 |
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累計買賣超 |
805 |
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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 |
5975 |
借券餘額 |
6041 |
千張大戶戶數 |
7 |
大戶比例 |
22.58 |
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更新日期: |
2025/8/20 17:54 |
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