| 6789 |
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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| 6789 采鈺 |
實收資本額 |
3175 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2022/06/30 |
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| 發 言
人 |
陳恒真 |
電 話 |
03-6668788 |
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| 地 址 |
新竹科學園區新竹市篤行一路12號 |
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| 產 業
別 |
電子上游-LED照明及光元件 |
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| 主要產品 |
彩色濾光膜產品相關之研究、設計、製造、銷售及封裝測試 |
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| 2025/8/1 股價 |
234.00 |
法人買賣超合計(近一日) |
買超 351.854 張 |
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| 2025/8/1
漲跌 |
10.00
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法人買賣超合計(近一週) |
買超
330.19 張 |
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| 2025/8/1
漲跌幅 |
4.46
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法人買賣超合計(近一月) |
買超
205.56 張 |
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| 券 資 比 |
0.42
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外資連2買 |
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自營連2買 |
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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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| 2024/05/22 |
1.00 |
#N/A |
#N/A |
2024/07/02 |
0.43% |
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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 |
2025/05/22 |
3.00 |
0.00 |
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2025/06/27 |
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1.28% |
0% |
1.28% |
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| 2023 |
2024/05/22 |
1.00 |
0.00 |
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2024/07/02 |
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0.43% |
0% |
0.43% |
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| 2022 |
2023/05/24 |
2.00 |
0.00 |
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2023/06/29 |
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0.85% |
0% |
0.85% |
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| 2021 |
2022/05/24 |
1.86 |
0.00 |
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2022/07/14 |
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0.8% |
0% |
0.8% |
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| 機構估稅後EPS |
5.00 |
K(9) |
45.45 |
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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) |
57.75 |
D(9) |
39.36 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
46.80 |
周K(9) |
73.1 |
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1.6 |
1.6 |
1.6 |
1.6 |
1.5 |
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| 股價淨值比 |
4.05 |
周D(9) |
68.94 |
綜合評分: |
7.9 |
建議: |
列入追踪 |
目標價: |
269.1 |
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| 月線乖離率 |
2.58 |
季線乖離率 |
6.88 |
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2025/7/4 |
2025/7/11 |
2025/7/18 |
2025/7/25 |
2025/8/1 |
20*PE |
100.00 |
3*PB |
173.33 |
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| 股價 |
224.50 |
228.50 |
233.00 |
232.00 |
234.00 |
15*PE |
75.00 |
2*PB |
115.56 |
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| 成交量(千股) |
7,675 |
3,192 |
6,284 |
3,909 |
4,323 |
10*PE |
50.00 |
1*PB |
57.78 |
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| 資餘 |
3,109 |
2,979 |
2,978 |
2,982 |
2,840 |
5*PE |
25.00 |
0.5*PB |
28.89 |
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| 券餘 |
5 |
12 |
29 |
17 |
12 |
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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) |
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2,174,647
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2,688,548
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2,750,883
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2,453,281
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2,109,362
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1,879,873
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1,828,700
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| 營業成本(千) |
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1,642,515
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1,778,327
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1,757,865
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1,725,885
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1,690,916
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1,662,378
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1,573,925
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| 營業毛利(千) |
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532,132
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910,221
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993,018
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727,396
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418,446
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217,495
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254,775
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| 營業費用(千) |
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285,177
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322,215
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338,965
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282,991
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253,242
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249,897
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227,075
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| 營業利益(千) |
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289,353
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630,066
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694,262
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479,306
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203,705
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-2,877 |
44,518
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| 營業外收入及支出(千) |
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28,204
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27,736
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11,382
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12,803
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14,305
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6,798
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9,052
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| 稅前純益(千) |
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317,557
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657,802
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705,644
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492,109
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218,010
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3,921
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53,570
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| 所得稅(千) |
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48,207
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100,622
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129,384
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68,529
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36,126
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-28,351 |
-13,628 |
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| 稅後純益(千) |
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269,350
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557,180
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576,260
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423,580
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181,884
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32,272
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67,198
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| 其他綜合損益(千) |
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| 綜合損益(千) |
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269,350
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557,180
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576,260
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423,580
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181,884
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32,272
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67,198
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| 原始每股稅前盈餘(元) |
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1.00
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2.07
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2.23
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1.55
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0.69
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0.01
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0.17
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| 原始每股稅後盈餘(元) |
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0.85
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1.76
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1.82
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1.34
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0.57
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0.10
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0.21
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| 毛利率(%) |
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24.47
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33.86
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36.10
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29.65
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19.84
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11.57
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13.93
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| 營業利益率(%) |
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13.31
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23.44
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25.24
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19.54
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9.66
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-0.15 |
2.43
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| 稅後純益率(%) |
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12.39
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20.72
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20.95
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17.27
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8.62
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1.72
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3.67
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| 稅後權益報酬率(%) |
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1.48
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3.13
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3.35
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2.51
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1.09
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0.19
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0.41
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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 |
0 |
0 |
0.00
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0.00
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0.00
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0 |
0 |
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| 202506 |
738,666 |
4,393,485 |
5.32
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-17.23 |
-3.71 |
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2,218,838
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-9.56 |
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| 202505 |
701,326 |
3,654,819 |
-9.95 |
-18.70 |
-0.42 |
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2,254,338
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-0.27 |
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| 202504 |
778,846 |
2,953,493 |
0.60
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11.54
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5.20
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2,254,488
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5.28 |
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| 202503 |
774,166 |
2,174,647 |
10.36
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10.64
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3.10
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1.00
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2,174,647
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3.1 |
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| 202502 |
701,476 |
1,400,481 |
0.35
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-5.66 |
-0.65 |
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2,327,900
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10.89 |
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| 202501 |
699,005 |
699,005 |
-24.63 |
4.94
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4.94
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2,482,686
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24.45 |
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| 202412 |
927,419 |
10,002,074 |
8.31
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34.50
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38.21
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6.54
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2,688,548
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43.02 |
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| 202411 |
856,262 |
9,074,655 |
-5.37 |
33.96
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38.60
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2,663,537
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54.88 |
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| 202410 |
904,867 |
8,218,393 |
0.27
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64.19
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39.10
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2,736,240
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61.91 |
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| 202409 |
902,408 |
7,313,526 |
-2.86 |
70.46
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36.52
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4.46
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2,750,883
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50.43 |
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| 202408 |
928,965 |
6,411,118 |
1.03
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52.43
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32.80
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創近一年新高 |
2,740,915
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41.12 |
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| 202407 |
919,510 |
5,482,153 |
3.03
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33.29
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29.96
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創近一年新高 |
2,674,540
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34.56 |
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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 |
129 |
313 |
184 |
9100 |
群益金鼎 |
-125 |
35 |
160 |
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| 1480 |
美商高盛 |
120 |
178 |
58 |
9800 |
元大 |
-92 |
173 |
265 |
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| 6160 |
中國信託 |
110 |
129 |
19 |
8150 |
台新 |
-46 |
15 |
61 |
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| 1650 |
新加坡商瑞銀 |
57 |
73 |
16 |
8840 |
玉山 |
-39 |
11 |
50 |
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| 9A00 |
永豐金 |
54 |
117 |
63 |
8880 |
國泰 |
-34 |
26 |
60 |
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| 9600 |
富邦 |
35 |
155 |
120 |
1020 |
合庫 |
-34 |
14 |
48 |
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| 1230 |
彰銀 |
16 |
19 |
3 |
5920 |
元富 |
-22 |
63 |
85 |
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| 1470 |
台灣摩根士丹利 |
13 |
13 |
0 |
1260 |
宏遠 |
-21 |
3 |
24 |
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| 6480 |
福邦 |
5 |
5 |
0 |
5850 |
統一 |
-17 |
15 |
32 |
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| 5050 |
大展 |
5 |
5 |
0 |
5380 |
第一金 |
-15 |
11 |
26 |
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| 20250716 |
台灣證交所公布公司治理100成分股 儒鴻、陽明等21檔新入列 |
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| 20250725 |
資產活化+庫藏股 榮成漲停重返票面號召造紙股打前鋒 |
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| 20250731 |
詠業財報／第2季EPS 0.6元、上半年EPS 1.1元 營收及獲利有望逐季上升 |
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| 20250731 |
台積電創高穩軍心！三大法人續買172億元 7月加碼破3,100億元衝三連紅 |
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| 20250730 |
三大法人回補210億元！中小型股掀吸金潮 南亞、富喬、雷虎量價齊揚 |
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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 |
25.4 |
優 |
10日籌碼集中度 |
6.9 |
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單日買賣超 |
407 |
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| 5日籌碼集中度 |
5.6 |
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20日籌碼集中度 |
2.7 |
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累計買賣超 |
467 |
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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 |
7310 |
借券餘額 |
7663 |
千張大戶戶數 |
5 |
大戶比例 |
69.51 |
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更新日期： |
2025/8/1 20:46 |
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