6415 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6415 矽力*-KY |
實收資本額 |
970 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2013/12/12 |
|
|
|
|
|
|
|
|
|
發 言
人 |
梁翠嫚 |
電 話 |
02-22215266 |
|
|
|
|
|
|
|
|
|
地 址 |
新北市中和區板南路653號10樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-IC-設計 |
|
|
|
|
|
|
|
|
|
主要產品 |
電源管理IC之研發設計及銷售 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/8/29 股價 |
308.50 |
法人買賣超合計(近一日) |
賣超 -1225.725 張 |
|
|
|
|
|
|
|
|
|
2025/8/29
漲跌 |
-8.50
|
法人買賣超合計(近一週) |
賣超 -330.82 張 |
|
|
|
|
|
|
|
|
|
2025/8/29
漲跌幅 |
-2.68
|
法人買賣超合計(近一月) |
賣超 -4756.4 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
2.76
|
外資連2賣 |
投信連4賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/05/30 |
1.96 |
1.98 |
2014/07/22 |
2024/03/28 |
0.64% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/29 |
2.40 |
0.00 |
|
2025/03/27 |
|
0.78% |
0% |
0.78% |
|
|
|
|
2023 |
2024/05/30 |
1.96 |
0.00 |
|
2024/03/28 |
|
0.64% |
0% |
0.64% |
|
|
|
|
2022 |
2023/05/26 |
4.49 |
0.00 |
|
2023/03/24 |
|
1.46% |
0% |
1.46% |
|
|
|
|
2021 |
2022/05/27 |
17.98 |
0.00 |
|
2022/03/25 |
|
5.83% |
0% |
5.83% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
9.33 |
K(9) |
47.17 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
83.00 |
D(9) |
45.51 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
33.07 |
周K(9) |
12.88 |
|
0.4 |
0.4 |
1.6 |
1.6 |
1 |
|
|
|
|
股價淨值比 |
3.72 |
周D(9) |
16.25 |
綜合評分: |
5 |
建議: |
列入追踪 |
目標價: |
335.28 |
|
|
|
|
月線乖離率 |
-3.64 |
季線乖離率 |
-10.18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/8/1 |
2025/8/8 |
2025/8/15 |
2025/8/22 |
2025/8/29 |
20*PE |
186.40 |
3*PB |
273.82 |
|
|
|
|
股價 |
327.00 |
327.00 |
319.00 |
310.50 |
308.50 |
15*PE |
139.80 |
2*PB |
182.54 |
|
|
|
|
成交量(千股) |
5,781 |
10,370 |
18,268 |
10,269 |
10,893 |
10*PE |
93.20 |
1*PB |
91.27 |
|
|
|
|
資餘 |
2,768 |
2,984 |
3,331 |
3,316 |
3,221 |
5*PE |
46.60 |
0.5*PB |
45.64 |
|
|
|
|
券餘 |
38 |
35 |
40 |
97 |
89 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202502 |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
|
|
|
|
營業收入淨額(千) |
4,563,998
|
4,093,620
|
5,108,168
|
4,889,809
|
4,615,270
|
3,841,600
|
4,283,604
|
4,111,329
|
|
|
|
|
營業成本(千) |
2,214,689
|
1,887,602
|
2,279,043
|
2,255,484
|
2,134,029
|
1,850,117
|
2,471,685
|
2,337,549
|
|
|
|
|
營業毛利(千) |
2,349,309
|
2,206,018
|
2,829,125
|
2,634,325
|
2,481,241
|
1,991,483
|
1,811,919
|
1,773,780
|
|
|
|
|
營業費用(千) |
1,808,879
|
1,966,385
|
1,910,489
|
1,919,333
|
1,934,243
|
1,918,320
|
1,784,138
|
1,788,597
|
|
|
|
|
營業利益(千) |
544,573
|
244,022
|
922,986
|
718,846
|
547,616
|
77,372
|
39,143
|
-1,393 |
|
|
|
|
營業外收入及支出(千) |
82,445
|
135,571
|
12,914
|
67,528
|
80,124
|
155,563
|
125,535
|
469,077
|
|
|
|
|
稅前純益(千) |
627,018
|
379,593
|
935,900
|
786,374
|
627,740
|
232,935
|
164,678
|
467,684
|
|
|
|
|
所得稅(千) |
-1,211 |
20,303
|
147,210
|
76,325
|
76,190
|
159,056
|
27,566
|
7,847
|
|
|
|
|
稅後純益(千) |
628,229
|
359,290
|
788,690
|
710,049
|
551,550
|
73,879
|
137,112
|
459,837
|
|
|
|
|
其他綜合損益(千) |
-4,251,508 |
664,494
|
570,605
|
-437,108 |
361,043
|
1,286,051
|
-1,295,742 |
1,228,186
|
|
|
|
|
綜合損益(千) |
-3,623,279 |
1,023,784
|
1,359,295
|
272,941
|
912,593
|
1,359,930
|
-1,158,630 |
1,688,023
|
|
|
|
|
原始每股稅前盈餘(元) |
1.63
|
0.98
|
2.43
|
2.05
|
1.64
|
0.61
|
0.43
|
1.22
|
|
|
|
|
原始每股稅後盈餘(元) |
1.63
|
0.93
|
2.32
|
1.96
|
1.46
|
0.20
|
0.35
|
1.29
|
|
|
|
|
毛利率(%) |
51.47
|
53.89
|
55.38
|
53.87
|
53.76
|
51.84
|
42.30
|
43.14
|
|
|
|
|
營業利益率(%) |
11.93
|
5.96
|
18.07
|
14.70
|
11.87
|
2.01
|
0.91
|
-0.03 |
|
|
|
|
稅後純益率(%) |
13.76
|
8.78
|
15.44
|
14.52
|
11.95
|
1.92
|
3.20
|
11.18
|
|
|
|
|
稅後權益報酬率(%) |
1.83
|
1.00
|
2.25
|
2.09
|
1.67
|
0.23
|
0.43
|
1.46
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
1,486,511 |
10,155,475 |
-1.71 |
-9.03 |
0.68
|
|
|
4,451,183
|
-6.49 |
|
|
|
|
202506 |
1,512,365 |
8,657,618 |
4.14
|
-4.22 |
2.37
|
10.32
|
|
4,536,464
|
-1.91 |
|
|
|
|
202505 |
1,452,307 |
7,129,691 |
-7.60 |
-6.12 |
3.62
|
|
|
4,610,696
|
1 |
|
|
|
|
202504 |
1,571,792 |
5,666,887 |
-0.93 |
4.88
|
6.19
|
|
|
4,492,362
|
13.06 |
|
|
|
|
202503 |
1,586,597 |
4,093,620 |
18.94
|
4.44
|
6.56
|
3.89
|
|
4,093,620
|
6.56 |
|
|
|
|
202502 |
1,333,973 |
2,508,059 |
13.64
|
39.61
|
7.87
|
|
|
4,505,274
|
20.38 |
|
|
|
|
202501 |
1,173,907 |
1,173,907 |
-41.23 |
-14.19 |
-14.19 |
0.78
|
|
4,804,782
|
12.59 |
|
|
|
|
202412 |
1,997,394 |
18,454,847 |
22.28
|
40.77
|
19.60
|
26.66
|
創近一年新高 |
5,111,536
|
19.08 |
|
|
|
|
202411 |
1,633,481 |
16,459,875 |
10.32
|
10.33
|
17.50
|
|
|
4,746,996
|
8.17 |
|
|
|
|
202410 |
1,480,661 |
14,827,500 |
-9.32 |
6.28
|
18.31
|
|
|
4,740,102
|
8.1 |
|
|
|
|
202409 |
1,632,854 |
13,346,679 |
0.39
|
7.80
|
19.77
|
17.00
|
|
4,893,461
|
18.55 |
|
|
|
|
202408 |
1,626,587 |
11,713,686 |
-0.45 |
10.13
|
21.54
|
|
|
4,840,097
|
24.52 |
|
|
|
|
202407 |
1,634,020 |
10,088,257 |
3.45
|
43.81
|
23.48
|
|
創近一年新高 |
4,760,566
|
32.92 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
8880 |
國泰 |
144 |
202 |
58 |
1360 |
港商麥格理 |
-530 |
0 |
530 |
|
|
|
|
7000 |
兆豐 |
114 |
166 |
52 |
1480 |
美商高盛 |
-240 |
419 |
659 |
|
|
|
|
5850 |
統一 |
92 |
132 |
40 |
1440 |
美林 |
-201 |
60 |
261 |
|
|
|
|
9600 |
富邦 |
86 |
239 |
153 |
8440 |
摩根大通 |
-129 |
231 |
360 |
|
|
|
|
9A00 |
永豐金 |
77 |
214 |
137 |
1380 |
台灣匯立 |
-17 |
0 |
17 |
|
|
|
|
1650 |
新加坡商瑞銀 |
62 |
179 |
117 |
9800 |
元大 |
-15 |
512 |
527 |
|
|
|
|
1470 |
台灣摩根士丹利 |
53 |
187 |
134 |
8560 |
新光 |
-9 |
74 |
83 |
|
|
|
|
9100 |
群益金鼎 |
50 |
142 |
92 |
6010 |
奔亞證券 |
-2 |
0 |
2 |
|
|
|
|
8840 |
玉山 |
47 |
100 |
53 |
6910 |
德信 |
-1 |
0 |
1 |
|
|
|
|
1590 |
花旗環球 |
47 |
47 |
0 |
6620 |
口袋 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250828 |
矽力財報/第2季 EPS 1.63元 上半年獲利大增逾五成 |
|
|
|
|
20250828 |
矽力 上半年EPS 2.56元 |
|
|
|
|
20250815 |
台股上漲96點收24,334點 台積電上揚5元收1,180元 |
|
|
|
|
20250610 |
外資喊進8檔首選!半導體族群暴衝 台股直搗22,200關卡 |
|
|
|
|
20250531 |
矽力、強茂 野村喊買 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
-988 |
|
|
|
5日籌碼集中度 |
0 |
|
20日籌碼集中度 |
0 |
|
累計買賣超 |
-3894 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
10310 |
借券餘額 |
19787 |
千張大戶戶數 |
70 |
大戶比例 |
65.26 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/8/29 20:13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|