6104 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6104 創惟 |
實收資本額 |
909 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2001/05/22 |
|
|
|
|
|
|
|
|
|
發 言
人 |
汪立威 |
電 話 |
(02)8913-1888 |
|
|
|
|
|
|
|
|
|
地 址 |
新北市新店區北新路三段205號13樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-IC-設計 |
|
|
|
|
|
|
|
|
|
主要產品 |
設計,製造,測試,銷售積體電路及半導體零組件等、電腦軟體程式設計,研發,銷售,測試及電腦資料處理、前各項產品之代理及進出口貿易業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/8/29 股價 |
130.00 |
法人買賣超合計(近一日) |
買超 317.836 張 |
|
|
|
|
|
|
|
|
|
2025/8/29
漲跌 |
2.00
|
法人買賣超合計(近一週) |
買超
124.88 張 |
|
|
|
|
|
|
|
|
|
2025/8/29
漲跌幅 |
1.56
|
法人買賣超合計(近一月) |
賣超 -6310.21 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
3.21
|
外資連2買 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2023/06/15 |
2.50 |
0.49 |
2008/08/11 |
2023/04/13 |
1.92% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/11 |
3.00 |
0.00 |
|
2025/04/10 |
|
2.31% |
0% |
2.31% |
|
|
|
|
2023 |
2024/06/13 |
1.80 |
0.00 |
|
2024/04/11 |
|
1.38% |
0% |
1.38% |
|
|
|
|
2022 |
2023/06/15 |
2.50 |
0.00 |
|
2023/04/13 |
|
1.92% |
0% |
1.92% |
|
|
|
|
2021 |
2022/06/15 |
4.50 |
0.00 |
|
2022/03/28 |
|
3.46% |
0% |
3.46% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
8.57 |
K(9) |
58.54 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
23.10 |
D(9) |
39.03 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
15.17 |
周K(9) |
19.71 |
|
1.6 |
1.2 |
1.6 |
2 |
0.5 |
|
|
|
|
股價淨值比 |
5.63 |
周D(9) |
21.75 |
綜合評分: |
6.9 |
建議: |
列入追踪 |
目標價: |
149.5 |
|
|
|
|
月線乖離率 |
0.04 |
季線乖離率 |
-7.47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/8/1 |
2025/8/8 |
2025/8/15 |
2025/8/22 |
2025/8/29 |
20*PE |
171.05 |
3*PB |
69.27 |
|
|
|
|
股價 |
138.00 |
134.50 |
135.50 |
118.00 |
130.00 |
15*PE |
128.29 |
2*PB |
46.18 |
|
|
|
|
成交量(千股) |
6,711 |
7,384 |
13,473 |
13,493 |
10,234 |
10*PE |
85.53 |
1*PB |
23.09 |
|
|
|
|
資餘 |
5,531 |
5,643 |
6,190 |
6,240 |
5,974 |
5*PE |
42.76 |
0.5*PB |
11.55 |
|
|
|
|
券餘 |
293 |
255 |
246 |
221 |
192 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202502 |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
|
|
|
|
營業收入淨額(千) |
1,086,824
|
1,032,245
|
945,952
|
881,462
|
727,223
|
624,053
|
699,965
|
654,447
|
|
|
|
|
營業成本(千) |
566,119
|
449,246
|
488,323
|
497,084
|
427,891
|
355,200
|
395,790
|
367,174
|
|
|
|
|
營業毛利(千) |
520,705
|
582,999
|
457,629
|
384,378
|
299,332
|
268,853
|
304,175
|
287,273
|
|
|
|
|
營業費用(千) |
300,468
|
343,903
|
324,689
|
272,860
|
256,540
|
246,961
|
249,708
|
236,206
|
|
|
|
|
營業利益(千) |
220,237
|
239,096
|
132,940
|
111,518
|
42,792
|
21,892
|
54,467
|
51,067
|
|
|
|
|
營業外收入及支出(千) |
-74,482 |
10,113
|
22,929
|
-7,014 |
7,433
|
19,171
|
-24,831 |
20,637
|
|
|
|
|
稅前純益(千) |
145,755
|
249,209
|
155,869
|
104,504
|
50,225
|
41,063
|
29,636
|
71,704
|
|
|
|
|
所得稅(千) |
22,057
|
35,023
|
21,445
|
14,838
|
5,403
|
5,635
|
4,489
|
10,196
|
|
|
|
|
稅後純益(千) |
123,698
|
214,186
|
134,424
|
89,666
|
44,822
|
35,428
|
25,147
|
61,508
|
|
|
|
|
其他綜合損益(千) |
-3,208 |
-896 |
-3,342 |
-1,097 |
3,085
|
941
|
-59 |
10,735
|
|
|
|
|
綜合損益(千) |
120,490
|
213,290
|
131,082
|
88,569
|
47,907
|
36,369
|
25,088
|
72,243
|
|
|
|
|
原始每股稅前盈餘(元) |
1.60
|
2.74
|
1.72
|
1.15
|
0.55
|
0.45
|
0.33
|
0.79
|
|
|
|
|
原始每股稅後盈餘(元) |
1.36
|
2.35
|
1.48
|
0.99
|
0.49
|
0.39
|
0.28
|
0.68
|
|
|
|
|
毛利率(%) |
47.91
|
56.48
|
48.38
|
43.61
|
41.16
|
43.08
|
43.46
|
43.90
|
|
|
|
|
營業利益率(%) |
20.26
|
23.16
|
14.05
|
12.65
|
5.88
|
3.51
|
7.78
|
7.80
|
|
|
|
|
稅後純益率(%) |
11.38
|
20.75
|
14.21
|
10.17
|
6.16
|
5.68
|
3.59
|
9.40
|
|
|
|
|
稅後權益報酬率(%) |
6.06
|
10.79
|
6.99
|
4.99
|
2.60
|
2.01
|
1.39
|
3.50
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202507 |
323,408 |
2,442,477 |
-4.53 |
19.93
|
50.68
|
|
|
1,019,350
|
33.92 |
|
|
|
|
202506 |
338,764 |
2,119,069 |
-5.16 |
36.99
|
56.82
|
4.33
|
|
1,086,824
|
49.45 |
|
|
|
|
202505 |
357,178 |
1,780,305 |
-8.62 |
46.25
|
61.26
|
|
|
1,122,602
|
62.57 |
|
|
|
|
202504 |
390,882 |
1,423,127 |
4.36
|
65.82
|
65.52
|
|
創近一年新高 |
1,089,736
|
75.54 |
|
|
|
|
202503 |
374,542 |
1,032,245 |
15.49
|
77.84
|
65.41
|
2.73
|
創近一年新高 |
1,032,245
|
65.41 |
|
|
|
|
202502 |
324,312 |
657,703 |
-2.72 |
85.87
|
59.08
|
|
|
958,447
|
49.64 |
|
|
|
|
202501 |
333,391 |
333,391 |
10.86
|
39.51
|
39.51
|
0.61
|
創近一年新高 |
955,332
|
35.67 |
|
|
|
|
202412 |
300,744 |
3,178,690 |
-6.37 |
32.46
|
26.36
|
3.87
|
|
945,952
|
35.14 |
|
|
|
|
202411 |
321,197 |
2,877,946 |
-0.87 |
34.86
|
25.76
|
|
|
954,862
|
33.33 |
|
|
|
|
202410 |
324,011 |
2,556,749 |
4.64
|
38.02
|
24.70
|
|
創近一年新高 |
935,808
|
37.55 |
|
|
|
|
202409 |
309,654 |
2,232,738 |
2.49
|
27.29
|
22.98
|
2.15
|
創近一年新高 |
881,462
|
34.69 |
|
|
|
|
202408 |
302,143 |
1,923,084 |
12.04
|
49.33
|
22.31
|
|
創近一年新高 |
819,093
|
32.89 |
|
|
|
|
202407 |
269,665 |
1,620,941 |
9.05
|
29.11
|
18.32
|
|
創近一年新高 |
761,166
|
22.82 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1650 |
新加坡商瑞銀 |
295 |
364 |
69 |
9800 |
元大 |
-132 |
165 |
297 |
|
|
|
|
9200 |
凱基 |
123 |
314 |
191 |
9600 |
富邦 |
-59 |
104 |
163 |
|
|
|
|
1470 |
台灣摩根士丹利 |
34 |
38 |
4 |
1480 |
美商高盛 |
-58 |
35 |
93 |
|
|
|
|
7000 |
兆豐 |
15 |
61 |
46 |
8440 |
摩根大通 |
-37 |
7 |
44 |
|
|
|
|
1590 |
花旗環球 |
11 |
11 |
0 |
5850 |
統一 |
-29 |
27 |
56 |
|
|
|
|
8710 |
陽信 |
4 |
4 |
0 |
1020 |
合庫 |
-20 |
12 |
32 |
|
|
|
|
6160 |
中國信託 |
3 |
35 |
32 |
9100 |
群益金鼎 |
-20 |
183 |
203 |
|
|
|
|
5600 |
永興 |
2 |
2 |
0 |
1440 |
美林 |
-17 |
2 |
19 |
|
|
|
|
7790 |
國票 |
2 |
12 |
10 |
9A00 |
永豐金 |
-16 |
52 |
68 |
|
|
|
|
5600 |
永興 |
2 |
2 |
0 |
9300 |
華南永昌 |
-15 |
23 |
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250706 |
原相、創惟 認購閃亮 |
|
|
|
|
20250701 |
IC 設計跟著台積電衝!揚智攻頂 聯發科除息前衝刺 |
|
|
|
|
20250617 |
群益投顧:第3季電子投資焦點以台積電概念股為主 傳產關注五大族群 |
|
|
|
|
20250516 |
全民權證/創惟 二檔動能強 |
|
|
|
|
20250515 |
長榮、創惟 四檔活力四射 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
0 |
|
10日籌碼集中度 |
0 |
|
單日買賣超 |
289 |
|
|
|
5日籌碼集中度 |
0 |
|
20日籌碼集中度 |
0 |
|
累計買賣超 |
-5991 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
3429 |
借券餘額 |
5559 |
千張大戶戶數 |
6 |
大戶比例 |
14.85 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/8/29 18:01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|