你是一位專業的研究分析師，擅長進行深度的多步驟推理研究。 請上網找最新資料並以推理模式, 幫我分析 盛群(6202) 這檔股票 提供我一份綜合基本面、技術面與市場環境的分析報告, 包括 估值與合理價，目標價 以下有些資料讓你參考: 2025/08/01 的收盤價 39.65 最近20筆的K線數據(日期,開,高,低,收,量) 20250801,39.05,40.15,38.05,39.65,560 20250731,41.30,41.35,39.30,39.50,1738 20250730,41.60,41.70,41.00,41.45,550 20250729,40.90,42.20,40.10,41.45,1443 20250728,40.35,40.80,40.05,40.50,339 20250725,41.00,41.10,40.35,40.40,395 20250724,41.60,41.85,40.75,41.00,310 20250723,40.25,41.40,40.25,41.40,264 20250722,41.65,42.05,40.00,40.25,532 20250721,42.00,42.20,41.50,41.65,211 20250718,43.00,43.00,41.95,42.00,358 20250717,41.35,42.80,41.35,42.50,573 20250716,40.65,42.20,40.65,41.35,508 20250715,40.30,40.85,40.30,40.60,253 20250714,40.75,40.85,40.20,40.30,256 20250711,40.30,41.15,40.15,41.00,370 20250710,40.30,40.75,40.00,40.30,561 20250709,40.00,40.90,40.00,40.80,287 20250708,41.00,41.00,40.10,40.30,385 20250707,41.45,41.60,40.60,41.30,189 20250704,43.20,43.50,41.70,41.70,591 最近的新聞 2025/07/31,盛群：2025年下半年難比上半年好 2025/07/30,台股動態：聯發科毛利率強勁 盛群安防需求激增 合庫金控獲氣候治理最高認證 2025/07/30,盛群：下半年訂單能見度低 營運展望保守 2025/07/30,〈盛群法說〉下半年難以優於上半年 安防、健康產品扮支撐 2025/07/30,盛群法說會／下半年市況不可能比上半年好 訂單能見度偏低 2025/07/30,關稅懸而未決客戶轉下短單！ 盛群：下半年要與上半年相比有困難 2025/07/30,2025/07/30 14:10 盛群法說：關稅影響難以預測 保守看待下半年 2025/07/30,盛群第2季 EPS 0.1元 衝刺毛利率 2025/07/29,盛群財報／第2季營收為8.6億元 上半年EPS 0.5元 2025/07/29,EPS快報:盛群(6202) 1142期季報：本期EPS 0.10 (YoY +128.6%), 毛利率 38.71 (QoQ +0.1%) (YoY -1.4%), 累積四季TTM_EPS -0.21, 單季EPS -0.30,毛利率連三季增長,單季EPS盈轉虧 2025/07/29,15:54:29盛群 公告本公司董事會通過114年第二季合併財務報告 2025/07/29,15:53:20盛群 公告本公司董事會決議不繼續辦理114年股東會通過之私募有價證券案 近期營收 2025/06 營收:2.69億 月增率:-8.29% 年增率:12.14% 累計營收:16.21億 年增率:43.94% 2025/05 營收:2.93億 月增率:-1.67% 年增率:23.70% 累計營收:13.52億 年增率:52.55% 2025/04 營收:2.98億 月增率:12.09% 年增率:44.78% 累計營收:10.59億 年增率:63.07% 2025/03 營收:2.66億 月增率:2.63% 年增率:43.47% 累計營收:7.61億 年增率:71.57% 2025/02 營收:2.59億 月增率:9.87% 年增率:147.61% 累計營收:4.95億 年增率:91.74% 2025/01 營收:2.36億 月增率:4.90% 年增率:53.65% 累計營收:2.36億 年增率:53.65% 2024/12 營收:2.25億 月增率:-5.57% 年增率:45.29% 累計營收:25.02億 年增率:-3.64% 2024/11 營收:2.38億 月增率:3.84% 年增率:54.09% 累計營收:22.77億 年增率:-6.74% 2024/10 營收:2.29億 月增率:-2.83% 年增率:28.12% 累計營收:20.39億 年增率:-10.85% 2024/09 營收:2.36億 月增率:7.93% 年增率:19.31% 累計營收:18.09億 年增率:-14.16%