6451 訊 芯 ky

融資買進賣出現償餘額增減使用率資券互抵資券當沖211902,302+28.6%00%  連續增減日數:  連2減→增融券買進賣出現償餘額增減使用率券資比60012-60%0.52%  連續增減日數:  增→連2減

 *「連續增減統計」中的「無」, 意指「融資或融券無增減」。

持股人持股張數持股比例本月增減質押張數質押比例非獨立董監63,96559.5%000%獨立董監00%000%全體董監63,96559.5%000%

持有股數排名人數持有股數
(千股)人均持股
(千股)持股比例
(%)僑外投資3866,0421,73861.45本國個人9,15740,2304.3937.44本國法人321,183371.1本國金融機構110100.01

持股分級前五名
(股)人數持有股數
(千股)人均持股
(千股)持股比例
(%)1,000,001以上367,64022,54762.941,000-5,0006,34111,9741.8911.145,001-10,0006495,1097.874.75100,001-200,000334,6201404.350,001-100,000483,24767.63.02

股價
統計去年封關目前股價漲跌價漲跌幅最高價最低價93
(2021)79.9
(12/01)-13.1
 -14.09%
 95.8
(2022/9/12)66.6
(2022/5/11)成交量
(張)總成交量日均量最高量最低量4.2 萬
(截至 12/01)187
(共 225 個交易日)1,054
(09/12)21
(06/07)融資
(張)去年餘額目前餘額增減(張)增減率資最高資最低3,508
(2021)2,302
(12/01)-1,206
 -34.38%
 3,578
(01/06)2,200
(11/14)融券
(張)去年餘額目前餘額增減(張)增減率券最高券最低473
(2021)12
(12/01)-461
 -97.46%
 476
(01/05)0
(04/15)

統計期間成交價漲跌價漲跌幅當時融資融資增減增減幅一
年高點100.5
(21' 12/07)-20.6-20.5%3,940-1,638-41.6%低點66.6
(22' 05/11)+13.3+20%3,424-1,122-32.8%二
年高點152
(21' 01/08)-72.1-47.4%8,289-5,987-72.2%低點66.6
(22' 05/11)+13.3+20%3,424-1,122-32.8%三
年高點173.5
(20' 01/14)-93.6-53.9%7,281-4,979-68.4%低點66.6
(22' 05/11)+13.3+20%3,424-1,122-32.8%

目前股價
79.9 元成交價 (元)EPS (元)PERROE (%)最低價最高價平均均成長最低最高平均均成長加權平均72.72152.16.33-1.0411.4824.0211.4-1.8一般平均74.32161.728.62-1.488.6218.7614.8-2目前淨值
61.06 元成交量 (張)BPS (元)PBRROA (%)最低量最高量平均均成長最低最高平均均成長加權平均12610,15154.76+2.171.332.787.1-1.6一般平均13810,27051.32+4.391.453.1510.3-1.921年EPS
3.77 元獲利率股票股利 (元)現金股利 (元)股利總和 (元)毛利率淨利率平均均成長平均均成長平均均成長加權平均25.9%13.2%003.51-0.33.51-0.3一般平均28.5%15.7%003.98-0.093.98-0.09

系統模組封裝產品及其他各型積體電路模組之封裝、測試及銷售

2022/10歷史排名創近期
新高/新低連續增減單月營收--累月營收3年新高連2減→增

年/月單月營收累計月營收億元月增%年增%億元年增%22/105.48+1.43+51.742.54+20.722/095.402-9.42+78.437.06+17.222/085.964+24.9+10431.66+10.722/074.775+4.03+54.125.7+0.0922/064.59+3.69+31.520.92-7.3222/054.426+18.6+5.5916.33-14.422/043.732+21.7-10.411.9-20.122/033.067+44.3-11.18.172-23.822/022.125-28.7-29.55.105-29.922/012.979-25.3-30.12.979-30.121/123.988+14.7-12.642.7-11.921/113.476-3.76-33.438.72-11.921/103.612+19.3-16.235.24-8.9721/093.027+3.33-37.431.63-8.0621/082.93-5.43-34.828.6-3.28

鴻海 (2317-TW) 轉投資封裝廠訊芯 - KY(6451-TW) 今 (18) 日召開法說會，董事長徐文一表示，明年隨著越南河內廠良率持續提升、達客戶要求，有助毛利率持續優化，明年則隨著北江新廠在第三季開出，營運可望呈現「先蹲後跳」，營收目標年增 1 成以上。

徐文一指出，今年是變化多端的一年，從去年起 IC 大量缺貨、晶圓產能短缺，到今年第三季 IC 開始供過於求、晶圓產能過剩，全球市場與經濟變化劇烈，公司也持續調整營運方針因應。

訊芯 - KY 今年前三季受惠越南河內廠開始量產，營收較去年逆勢成長，不過，因 SiP 市況不佳以及投入人力至河內廠，導致前三季毛利率下滑、本業也呈現虧損，徐文一認為，隨著越南河內廠達客戶要求，有把握提升毛利率。

徐文一補充，由於已有河內廠經驗，待北江新廠年底完工後，再將經驗移植過去，明年第一季機台進駐與客戶驗證後，8、9 月就會進入正式量產，貢獻第三季、第四季營收。

徐文一說，現階段美系光纖模組全球市佔率高達 7-8 成，因此公司也積極與客戶合作，越南河內廠生產的光收發模組以美系客戶為主，廣東中山廠則以中國客戶為主，隨著兩條產線成長，將帶動明、後年光收發模組毛利率往上走。

12330台積電45.7519%2082467志聖0.0259%22317鴻海5.0168%2096235華孚0.0254%32454聯發科4.2212%2105234達興材料0.0253%42412中華電3.1704%2112433互盛電0.0252%52308台達電2.8247%2123048益登0.0247%62303聯電2.0585%2135203訊連0.0246%73711日月光投控1.5275%2145285界霖0.0245%83045台灣大1.2102%2156192巨路0.0244%93008大立光1.103%2166706惠特0.0244%102382廣達0.9959%2174960誠美材0.0244%112395研華0.9309%2182397友通0.0243%123037欣興0.8278%2195258虹堡0.0243%134904遠傳0.7979%2208110華東0.0242%142357華碩0.7114%2212406國碩0.0237%152327國巨0.7023%2222342茂矽0.0235%163034聯詠0.6541%2233130一零四0.0234%172408南亞科0.6336%2243712永崴投控0.0233%188046南電0.6271%2253138耀登0.0232%196415矽力*-KY0.6171%2262478大毅0.0231%204938和碩0.5956%2272374佳能0.023%212379瑞昱0.5854%2282375凱美0.0228%222301光寶科0.5553%2294934太極0.0224%236669緯穎0.554%2303563牧德0.0223%242345智邦0.5475%2313028增你強0.0222%256409旭隼0.5467%2323029零壹0.022%266770力積電0.4732%2336205詮欣0.022%272474可成0.4708%2343530晶相光0.0219%282409友達0.4464%2356120達運0.0218%293481群創0.4267%2362420新巨0.0217%304958臻鼎-KY0.4075%2372419仲琦0.0216%312377微星0.3742%2382305全友0.0216%323443創意0.3527%2393583辛耘0.0215%332347聯強0.3502%2403416融程電0.0215%342324仁寶0.3436%2413679新至陞0.0213%353533嘉澤0.3313%2426438迅得0.0213%362356英業達0.3204%2438105凌巨0.0211%372360致茂0.3041%2443501維熹0.021%382344華邦電0.3038%2453450聯鈞0.021%393702大聯大0.2932%2462466冠西電0.0208%403231緯創0.289%2472484希華0.0207%416789采鈺0.2718%2482485兆赫0.0207%422353宏碁0.27%2493305昇貿0.0206%432354鴻準0.2654%2506689伊雲谷0.0201%446781AES-KY0.2485%2512459敦吉0.02%452376技嘉0.2472%2522402毅嘉0.02%463661世芯-KY0.2393%2534976佳凌0.0198%472337旺宏0.2316%2546477安集0.0198%483023信邦0.2298%2556743安普新0.0195%496239力成0.2285%2562369菱生0.0195%502383台光電0.2284%2572426鼎元0.0195%512385群光0.2255%2582495普安0.0194%523532台勝科0.2193%2594952凌通0.0194%532313華通0.2126%2608499鼎炫-KY0.019%543036文曄0.2001%2616672騰輝電子-KY0.0188%553189景碩0.1997%2622349錸德0.0187%562352佳世達0.199%2634942嘉彰0.0186%575269祥碩0.1851%2644912聯德控股-KY0.0181%583044健鼎0.1836%2652414精技0.0181%593653健策0.1835%2662486一詮0.0179%604919新唐0.1829%2672430燦坤0.0177%616176瑞儀0.1758%2686224聚鼎0.0176%622368金像電0.1727%2692493揚博0.0175%632498宏達電0.1714%2706283淳安0.0173%643406玉晶光0.1597%2716197佳必琪0.0172%652449京元電子0.1565%2723715定穎投控0.0172%662492華新科0.1527%2736209今國光0.0171%673035智原0.1508%2748271宇瞻0.017%683017奇鋐0.1438%2756799來頡0.0169%692059川湖0.1415%2764994傳奇0.0169%703665貿聯-KY0.1411%2772316楠梓電0.0168%712388威盛0.1323%2782405輔信0.0162%723706神達0.1293%2793149正達0.0161%733576聯合再生0.1249%2803645達邁0.0159%746271同欣電0.1248%2812359所羅門0.0157%756269台郡0.1244%2823605宏致0.0156%766285啟碁0.1232%2836830汎銓0.0155%772404漢唐0.1228%2848021尖點0.0153%786116彩晶0.1207%2853622洋華0.0153%793714富采0.1159%2863041揚智0.015%806531愛普*0.1151%2873669圓展0.0146%815434崇越0.1112%2883356奇偶0.0144%826456GIS-KY0.1082%2892423固緯0.0141%836213聯茂0.1051%2906112邁達特0.0141%842451創見0.1046%2916168宏齊0.0137%856412群電0.1024%2923092鴻碩0.0137%866278台表科0.1009%2933024憶聲0.0136%872441超豐0.1004%2942413環科0.0136%882458義隆0.0982%2956128上福0.0135%896533晶心科0.0965%2966792詠業0.0134%904915致伸0.0952%2976449鈺邦0.0133%913042晶技0.0931%2982477美隆電0.0133%923005神基0.0924%2992417圓剛0.0132%938150南茂0.088%3004989榮科0.013%942481強茂0.087%3016442光聖0.013%953592瑞鼎0.0848%3026201亞弘電0.0128%964961天鈺0.084%3038249菱光0.0127%976196帆宣0.0839%3043588通嘉0.0126%983596智易0.0825%3053051力特0.0123%998016矽創0.0824%3063257虹冠電0.0122%1006257矽格0.082%3073047訊舟0.0121%1013016嘉晶0.0815%3082442新美齊0.012%1022338光罩0.08%3093038全台0.0119%1038070長華*0.0797%3103528安馳0.0119%1046719力智0.0785%3115215科嘉-KY0.0116%1055388中磊0.0759%3122462良得電0.0115%1063006晶豪科0.0751%3136776展碁國際0.0115%1072312金寶0.075%3146133金橋0.0114%1086414樺漢0.075%3152302麗正0.0113%1093010華立0.073%3162364倫飛0.0111%1102392正崴0.0727%3173338泰碩0.0111%1112362藍天0.0726%3183032偉訓0.011%1122439美律0.0691%3192460建通0.011%1136214精誠0.0686%3202461光群雷0.011%1142351順德0.0682%3213312弘憶股0.0109%1152373震旦行0.0669%3223027盛達0.0108%1163019亞光0.0668%3236668中揚光0.0108%1172328廣宇0.0665%3243031佰鴻0.0104%1185469瀚宇博0.0652%3253694海華0.0103%1198131福懋科0.0632%3262425承啟0.0102%1203682亞太電0.0629%3272483百容0.01%1213454晶睿0.0625%3284999鑫禾0.0099%1223413京鼎0.061%3296426統新0.0099%1233380明泰0.0605%3306108競國0.0096%1242393億光0.06%3318104錸寶0.0096%1253376新日興0.0587%3328103瀚荃0.0095%1268112至上0.0586%3336552易華電0.0095%1276202盛群0.058%3342390云辰0.0095%1283515華擎0.0575%3353055蔚華科0.0093%1296282康舒0.0569%3363437榮創0.0091%1306443元晶0.0565%3372399映泰0.0091%1313030德律0.0558%3382453凌群0.009%1326153嘉聯益0.0555%3398072陞泰0.009%1332428興勤0.0554%3403013晟銘電0.0089%1346515穎崴0.0548%3413060銘異0.0087%1356756威鋒電子0.0533%3423419譁裕0.0086%1362401凌陽0.053%3436834天二科技0.0086%1372455全新0.0523%3446216居易0.0086%1383026禾伸堂0.0513%3453050鈺德0.0085%1396191精成科0.0513%3465225東科-KY0.0085%1403545敦泰0.0512%3472488漢平0.0085%1412457飛宏0.0508%3486142友勁0.0082%1422340台亞0.0504%3498011台通0.0081%1432363矽統0.0482%3504916事欣科0.0081%1446691洋基工程0.0478%3513591艾笛森0.0081%1453704合勤控0.0469%3522365昆盈0.008%1462367燿華0.0468%3532465麗臺0.0079%1473673TPK-KY0.0466%3543094聯傑0.0079%1483022威強電0.0456%3556141柏承0.0079%1492355敬鵬0.0456%3564545銘鈺0.0078%1508081致新0.0456%3574967十銓0.0078%1512331精英0.0451%3582427三商電0.0078%1526579研揚0.0442%3592380虹光0.0078%1532421建準0.0425%3606136富爾特0.0076%1544968立積0.0417%3616558興能高0.0075%1553014聯陽0.0415%3622415錩新0.0075%1566166凌華0.0415%3632468華經0.0073%1573003健和興0.0413%3643535晶彩科0.0073%1584927泰鼎-KY0.041%3653021鴻名0.0073%1593033威健0.0409%3662482連宇0.0072%1604906正文0.0406%3676698旭暉應材0.0072%1618163達方0.0405%3686155鈞寶0.0072%1626230尼得科超眾0.0404%3693046建碁0.0071%1633504揚明光0.0383%3703311閎暉0.0071%1648215明基材0.0378%3716152百一0.0068%1653059華晶科0.0377%3723011今皓0.0067%1662329華泰0.0374%3733518柏騰0.0066%1672314台揚0.0366%3743543州巧0.0064%1685243乙盛-KY0.0363%3753025星通0.0064%1696206飛捷0.0358%3762440太空梭0.0064%1708213志超0.0357%3776215和椿0.0064%1713090日電貿0.0343%3783652精聯0.0063%1728261富鼎0.0339%3795244弘凱0.006%1738114振樺電0.0333%3803054立萬利0.0059%1746277宏正0.0333%3813058立德0.0059%1752472立隆電0.0333%3823296勝德0.0058%1762476鉅祥0.0329%3836674鋐寶科技0.0056%1775222全訊0.0326%3843432台端0.0055%1786183關貿0.0326%3853607谷崧0.0054%1796525捷敏-KY0.0325%3864956光鋐0.0053%1802332友訊0.0324%3872444兆勁0.0053%1813617碩天0.0322%3886591動力-KY0.0053%1828039台虹0.032%3896405悅城0.0049%1838210勤誠0.0315%3903321同泰0.0049%1842480敦陽科0.0313%3916226光鼎0.0048%1853701大眾控0.0309%3922471資通0.0047%1866451訊芯-KY0.0307%3933002歐格0.0045%1878028昇陽半導體0.0299%3946117迎廣0.0045%1883062建漢0.0299%3951471首利0.0043%1896715嘉基0.0297%3962431聯昌0.0042%1905471松翰0.0294%3973550聯穎0.0042%1912436偉詮電0.0294%3983494誠研0.0039%1924935茂林-KY0.0293%3996573虹揚-KY0.0039%1932387精元0.0291%4006164華興0.0038%1946281全國電0.029%4016243迅杰0.0038%1952450神腦0.0289%4022491吉祥全0.0037%1966115鎰勝0.0283%4033308聯德0.0035%1972323中環0.0281%4043686達能0.0035%1982489瑞軒0.0278%4055484慧友0.0033%1996189豐藝0.0276%4063593力銘0.0032%2006139亞翔0.0275%4073057喬鼎0.003%2013209全科0.0274%4082438翔耀0.0029%2023049和鑫0.0274%4098201無敵0.0025%2032464盟立0.0265%4103229晟鈦0.0023%2041582信錦0.0262%4112434統懋0.0019%2054977眾達-KY0.0261%4129912偉聯0.0019%2066416瑞祺電通0.0261%4132424隴華0.0013%2073015全漢0.026%4142429銘旺科0.0011%

資料日期： 2022/11/30
資料來源:臺灣指數公司

**以上資料每月月底更新一次，僅供參考