6227 |
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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6227 茂綸 |
實收資本額 |
761 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2003/01/14 |
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發 言
人 |
張聖鑫 |
電 話 |
(02)8913-2200 |
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地 址 |
新北市新店區北新路三段207-2號14樓 |
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產 業
別 |
電子上游-IC-通路 |
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主要產品 |
各種視聽器材各種電子電器零件之進出口貿易買賣業務、代理國內外有關廠商經銷代購有關上項產品及進出口業務、倉儲業 |
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2025/8/21 股價 |
90.70 |
法人買賣超合計(近一日) |
賣超 -43.072 張 |
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2025/8/21
漲跌 |
-0.50
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法人買賣超合計(近一週) |
買超
90.95 張 |
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2025/8/21
漲跌幅 |
-0.55
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法人買賣超合計(近一月) |
買超
50.29 張 |
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券 資 比 |
2.19
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外資連2賣 |
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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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2023/05/30 |
4.30 |
0.20 |
2009/08/24 |
2023/08/24 |
4.74% |
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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 |
2025/05/27 |
3.80 |
0.00 |
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2025/08/28 |
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4.19% |
0% |
4.19% |
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2023 |
2024/05/30 |
2.50 |
0.00 |
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2024/08/22 |
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2.76% |
0% |
2.76% |
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2022 |
2023/05/30 |
4.30 |
0.00 |
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2023/08/24 |
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4.74% |
0% |
4.74% |
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2021 |
2022/05/26 |
3.35 |
0.00 |
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2022/08/25 |
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3.69% |
0% |
3.69% |
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機構估稅後EPS |
8.02 |
K(9) |
7.1 |
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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) |
32.96 |
D(9) |
17.07 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
11.31 |
周K(9) |
28.77 |
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0.4 |
0.4 |
1.6 |
1.6 |
0.5 |
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股價淨值比 |
2.75 |
周D(9) |
33.39 |
綜合評分: |
4.5 |
建議: |
觀望 |
目標價: |
95.24 |
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月線乖離率 |
-4.83 |
季線乖離率 |
-4.71 |
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2025/7/25 |
2025/8/1 |
2025/8/8 |
2025/8/15 |
2025/8/21 |
20*PE |
160.53 |
3*PB |
98.95 |
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股價 |
89.40 |
92.90 |
107.50 |
93.20 |
90.70 |
15*PE |
120.40 |
2*PB |
65.96 |
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成交量(千股) |
2,938 |
4,794 |
24,615 |
21,371 |
2,734 |
10*PE |
80.27 |
1*PB |
32.98 |
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資餘 |
3,602 |
3,560 |
4,946 |
3,637 |
3,476 |
5*PE |
40.13 |
0.5*PB |
16.49 |
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券餘 |
78 |
83 |
201 |
184 |
76 |
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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) |
5,307,073
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3,440,905
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3,387,047
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3,266,239
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3,158,933
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2,592,141
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3,099,410
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3,541,315
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營業成本(千) |
5,097,063
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3,065,378
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2,962,572
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2,941,148
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2,833,526
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2,337,351
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2,681,840
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3,189,094
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營業毛利(千) |
210,010
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375,527
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424,475
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325,091
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325,407
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254,790
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417,570
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352,221
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營業費用(千) |
153,857
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175,419
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231,012
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159,879
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171,981
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163,510
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203,900
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162,992
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營業利益(千) |
56,153
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200,108
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193,463
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165,212
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153,426
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91,280
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213,670
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189,229
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營業外收入及支出(千) |
-97,064 |
-12,547 |
44,437
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-24,880 |
7,092
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9,411
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-88,055 |
-52,095 |
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稅前純益(千) |
-40,911 |
187,561
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237,900
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140,332
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160,518
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100,691
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125,615
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137,134
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所得稅(千) |
-22,170 |
46,022
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43,325
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31,326
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16,514
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24,948
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23,275
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27,774
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稅後純益(千) |
-18,741 |
141,539
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194,575
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109,006
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144,004
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75,743
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102,340
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109,360
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其他綜合損益(千) |
-38,720 |
4,074
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15,012
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-7,393 |
4,439
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11,278
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-15,127 |
11,413
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綜合損益(千) |
-57,461 |
145,613
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209,587
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101,613
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148,443
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87,021
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87,213
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120,773
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原始每股稅前盈餘(元) |
-0.54 |
2.46
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3.13
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1.84
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2.11
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1.32
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1.65
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1.80
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原始每股稅後盈餘(元) |
-0.30 |
1.82
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2.27
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1.43
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1.80
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0.93
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1.01
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1.44
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毛利率(%) |
3.96
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10.91
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12.53
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9.95
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10.30
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9.83
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13.47
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9.95
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營業利益率(%) |
1.06
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5.82
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5.71
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5.06
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4.86
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3.52
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6.89
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5.34
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稅後純益率(%) |
-0.35 |
4.11
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5.74
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3.34
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4.56
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2.92
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3.30
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3.09
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稅後權益報酬率(%) |
-0.73 |
5.27
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7.37
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4.40
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5.95
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3.15
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4.28
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4.82
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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 |
2,295,761 |
11,043,740 |
112.76
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91.92
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60.77
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創歷史新高 |
5,395,328
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62.37 |
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202506 |
1,079,063 |
8,747,978 |
-46.59 |
-8.52 |
52.11
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1.93
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5,307,074
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70.06 |
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202505 |
2,020,504 |
7,668,916 |
-8.47 |
113.36
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70.66
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5,422,561
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92.07 |
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202504 |
2,207,507 |
5,648,412 |
84.80
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122.06
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59.26
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創歷史新高 |
4,702,752
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84.98 |
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202503 |
1,194,550 |
3,440,905 |
-8.16 |
35.43
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32.74
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2.46
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3,440,905
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32.74 |
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202502 |
1,300,695 |
2,246,355 |
37.54
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95.24
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34.47
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創近一年新高 |
3,319,677
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17.32 |
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202501 |
945,660 |
945,660 |
-11.89 |
-5.84 |
-5.84 |
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3,194,049
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5.13 |
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202412 |
1,073,322 |
12,326,511 |
-8.66 |
-7.39 |
-8.69 |
8.22
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3,270,565
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10.82 |
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202411 |
1,175,067 |
11,253,190 |
14.96
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34.33
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-7.71 |
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3,154,700
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8.53 |
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202410 |
1,022,176 |
10,078,123 |
6.76
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11.43
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-10.95 |
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3,092,191
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-4.64 |
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202409 |
957,457 |
8,939,464 |
-13.94 |
-14.11 |
-14.05 |
5.09
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3,266,239
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-7.77 |
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202408 |
1,112,558 |
7,982,007 |
-6.99 |
-8.08 |
-14.04 |
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3,488,327
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-1.98 |
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202407 |
1,196,224 |
6,869,449 |
1.41
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-1.64 |
-14.93 |
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3,322,782
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-8.98 |
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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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5920 |
元富 |
30 |
38 |
8 |
8150 |
台新 |
-78 |
10 |
88 |
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9600 |
富邦 |
27 |
56 |
29 |
1440 |
美林 |
-53 |
0 |
53 |
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9200 |
凱基 |
22 |
74 |
52 |
9A00 |
永豐金 |
-21 |
27 |
48 |
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8880 |
國泰 |
12 |
30 |
18 |
1480 |
美商高盛 |
-14 |
9 |
23 |
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9800 |
元大 |
11 |
122 |
111 |
9100 |
群益金鼎 |
-8 |
18 |
26 |
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9800 |
元大 |
11 |
122 |
111 |
5320 |
高橋 |
-6 |
4 |
10 |
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1020 |
合庫 |
10 |
12 |
2 |
6160 |
中國信託 |
-3 |
6 |
9 |
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6950 |
福勝 |
8 |
9 |
1 |
6910 |
德信 |
-3 |
0 |
3 |
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1110 |
台灣企銀 |
7 |
8 |
1 |
8450 |
康和 |
-3 |
2 |
5 |
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8840 |
玉山 |
7 |
18 |
11 |
5260 |
美好 |
-2 |
1 |
3 |
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20250812 |
七月營收年增暴衝50%!法人連十日大買、這14檔強勢股跑贏大盤 |
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20250515 |
茂綸應主管機關要求公告 4月獲利4,500萬元、EPS 0.6元 |
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20250512 |
黃仁勳人都還沒到 資金搶先卡位機器人概念股、穎漢等多檔漲停 |
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20250509 |
黃仁勳要來了 機器人概念股先表態、這幾檔飆漲停 |
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20250425 |
台股早盤漲逾500點挑戰2萬關卡 台積電開高36元 |
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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 |
-20.8 |
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10日籌碼集中度 |
-7.5 |
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單日買賣超 |
-124 |
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5日籌碼集中度 |
7 |
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20日籌碼集中度 |
0.7 |
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累計買賣超 |
323 |
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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 |
1269 |
借券餘額 |
1288 |
千張大戶戶數 |
2 |
大戶比例 |
67.6 |
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更新日期: |
2025/8/21 18:06 |
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