1522 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1522 堤維西 |
實收資本額 |
3429 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
1997/10/06 |
|
|
|
|
|
|
|
|
|
發 言
人 |
翁一峰 |
電 話 |
06-2658781 |
|
|
|
|
|
|
|
|
|
地 址 |
台南市新樂路72之2號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-汽車零組件 |
|
|
|
|
|
|
|
|
|
主要產品 |
汽車類93.42%、其他類4.04%、機車類2.54%(汽車燈、機車燈、汽車百貨及零件) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/7/4 股價 |
47.10 |
法人買賣超合計(近一日) |
賣超 -132.467 張 |
|
|
|
|
|
|
|
|
|
2025/7/4
漲跌 |
-1.00
|
法人買賣超合計(近一週) |
買超
697.06 張 |
|
|
|
|
|
|
|
|
|
2025/7/4
漲跌幅 |
-2.08
|
法人買賣超合計(近一月) |
買超
1612.71 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.90
|
外資連2賣 |
|
自營連4買 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/18 |
1.80 |
0.10 |
2012/09/06 |
2023/07/20 |
3.82% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/19 |
3.00 |
0.00 |
|
2025/07/17 |
|
6.37% |
0% |
6.37% |
|
|
|
|
2023 |
2024/06/18 |
2.00 |
0.00 |
|
2024/07/18 |
|
4.25% |
0% |
4.25% |
|
|
|
|
2022 |
2023/06/14 |
1.80 |
0.00 |
|
2023/07/20 |
|
3.82% |
0% |
3.82% |
|
|
|
|
2021 |
2022/06/23 |
0.50 |
0.00 |
|
2022/07/14 |
|
1.06% |
0% |
1.06% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
4.00 |
K(9) |
74.9 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
31.24 |
D(9) |
76.97 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
11.78 |
周K(9) |
39.31 |
|
0 |
1.6 |
1.6 |
0 |
0.5 |
|
|
|
|
股價淨值比 |
1.51 |
周D(9) |
34.5 |
綜合評分: |
3.7 |
建議: |
觀望 |
目標價: |
54.17 |
|
|
|
|
月線乖離率 |
1.94 |
季線乖離率 |
0.3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/27 |
2025/7/4 |
20*PE |
79.83 |
3*PB |
93.58 |
|
|
|
|
股價 |
45.75 |
44.90 |
44.30 |
47.65 |
47.10 |
15*PE |
59.87 |
2*PB |
62.38 |
|
|
|
|
成交量(千股) |
2,416 |
4,459 |
3,949 |
5,942 |
6,154 |
10*PE |
39.92 |
1*PB |
31.19 |
|
|
|
|
資餘 |
7,126 |
7,286 |
7,135 |
7,160 |
7,258 |
5*PE |
19.96 |
0.5*PB |
15.60 |
|
|
|
|
券餘 |
103 |
141 |
141 |
94 |
65 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
4,912,745
|
5,029,115
|
4,788,586
|
5,187,834
|
5,116,170
|
4,802,492
|
4,963,739
|
4,801,378
|
|
|
|
|
營業成本(千) |
3,445,635
|
3,624,650
|
3,424,912
|
3,612,339
|
3,573,477
|
3,335,427
|
3,631,656
|
3,585,646
|
|
|
|
|
營業毛利(千) |
1,467,110
|
1,404,465
|
1,363,674
|
1,575,495
|
1,542,693
|
1,467,065
|
1,332,083
|
1,215,732
|
|
|
|
|
營業費用(千) |
905,864
|
961,805
|
874,743
|
864,776
|
829,096
|
909,291
|
886,705
|
863,017
|
|
|
|
|
營業利益(千) |
561,268
|
437,452
|
488,931
|
710,719
|
713,597
|
557,774
|
445,378
|
352,715
|
|
|
|
|
營業外收入及支出(千) |
-1,982 |
-493,810 |
-71,124 |
36,718
|
123,285
|
-243,305 |
79,817
|
18,768
|
|
|
|
|
稅前純益(千) |
559,286
|
-56,358 |
417,807
|
747,437
|
836,882
|
314,469
|
525,195
|
371,483
|
|
|
|
|
所得稅(千) |
111,576
|
5,415
|
-799 |
160,708
|
187,089
|
54,512
|
136,252
|
82,685
|
|
|
|
|
稅後純益(千) |
447,710
|
-61,773 |
418,606
|
586,729
|
649,793
|
259,957
|
388,943
|
288,798
|
|
|
|
|
其他綜合損益(千) |
85,448
|
11,452
|
12,795
|
15,958
|
90,292
|
-132,810 |
97,110
|
11,736
|
|
|
|
|
綜合損益(千) |
533,158
|
-50,321 |
431,401
|
602,687
|
740,085
|
127,147
|
486,053
|
300,534
|
|
|
|
|
原始每股稅前盈餘(元) |
1.64
|
-0.16 |
1.22
|
2.19
|
2.45
|
0.92
|
1.54
|
1.09
|
|
|
|
|
原始每股稅後盈餘(元) |
1.27
|
-0.18 |
1.18
|
1.68
|
1.84
|
0.73
|
1.08
|
0.80
|
|
|
|
|
毛利率(%) |
29.86
|
27.93
|
28.48
|
30.37
|
30.15
|
30.55
|
26.84
|
25.32
|
|
|
|
|
營業利益率(%) |
11.42
|
8.70
|
10.21
|
13.70
|
13.95
|
11.61
|
8.97
|
7.35
|
|
|
|
|
稅後純益率(%) |
9.11
|
-1.23 |
8.74
|
11.31
|
12.70
|
5.41
|
7.84
|
6.01
|
|
|
|
|
稅後權益報酬率(%) |
4.16
|
-0.59 |
4.05
|
5.76
|
6.57
|
2.75
|
4.25
|
3.19
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202506 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202505 |
1,514,293 |
7,866,283 |
5.28
|
-13.86 |
-8.42 |
|
|
4,653,372
|
-8.63 |
|
|
|
|
202504 |
1,438,371 |
6,351,990 |
-15.43 |
-16.90 |
-7.02 |
|
創近一年新低 |
4,667,783
|
-6.41 |
|
|
|
|
202503 |
1,700,708 |
4,912,745 |
11.25
|
6.04
|
-3.98 |
1.63
|
|
4,912,745
|
-3.98 |
|
|
|
|
202502 |
1,528,704 |
3,212,911 |
-9.23 |
-7.50 |
-8.12 |
|
創近一年新低 |
4,852,419
|
-2.03 |
|
|
|
|
202501 |
1,684,207 |
1,684,207 |
2.73
|
-8.68 |
-8.68 |
|
|
5,051,089
|
1.05 |
|
|
|
|
202412 |
1,639,508 |
20,121,705 |
-5.09 |
12.60
|
4.38
|
5.67
|
|
5,041,518
|
4.75 |
|
|
|
|
202411 |
1,727,374 |
18,486,183 |
3.15
|
1.73
|
3.81
|
|
|
4,938,115
|
-1.33 |
|
|
|
|
202410 |
1,674,636 |
16,758,809 |
9.02
|
0.97
|
4.02
|
|
|
4,770,649
|
-6.95 |
|
|
|
|
202409 |
1,536,105 |
15,092,590 |
-1.53 |
-6.78 |
4.27
|
5.84
|
|
4,787,846
|
-3.38 |
|
|
|
|
202408 |
1,559,908 |
13,548,068 |
-7.80 |
-14.31 |
5.81
|
|
|
4,958,427
|
1.13 |
|
|
|
|
202407 |
1,691,833 |
11,988,160 |
-0.87 |
13.78
|
9.15
|
|
|
5,156,418
|
6.8 |
|
|
|
|
202406 |
1,706,686 |
10,304,004 |
-2.91 |
6.95
|
8.33
|
4.62
|
|
5,195,511
|
8.13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9800 |
元大 |
37 |
128 |
91 |
8440 |
摩根大通 |
-97 |
15 |
112 |
|
|
|
|
9200 |
凱基 |
30 |
60 |
30 |
7000 |
兆豐 |
-53 |
18 |
71 |
|
|
|
|
1040 |
臺銀證券 |
29 |
29 |
0 |
1650 |
新加坡商瑞銀 |
-47 |
17 |
64 |
|
|
|
|
7030 |
致和 |
29 |
32 |
3 |
8560 |
新光 |
-42 |
17 |
59 |
|
|
|
|
5920 |
元富 |
26 |
46 |
20 |
7790 |
國票 |
-34 |
2 |
36 |
|
|
|
|
8380 |
安泰 |
20 |
20 |
0 |
2180 |
亞東 |
-11 |
2 |
13 |
|
|
|
|
8840 |
玉山 |
17 |
26 |
9 |
9600 |
富邦 |
-10 |
68 |
78 |
|
|
|
|
8880 |
國泰 |
16 |
42 |
26 |
5320 |
高橋 |
-8 |
3 |
11 |
|
|
|
|
9100 |
群益金鼎 |
15 |
27 |
12 |
6620 |
口袋 |
-6 |
0 |
6 |
|
|
|
|
6910 |
德信 |
15 |
15 |
0 |
6160 |
中國信託 |
-3 |
1 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250626 |
黃仁勳點火加上稅制明朗 汽車股猛催油門、宇隆飆第一! |
|
|
|
|
20250620 |
汽車零件廠攻OEM 報捷 |
|
|
|
|
20250619 |
堤維西美國新廠 提前投產 |
|
|
|
|
20250424 |
傳豁免汽車零組件關稅 虎山、和大上演慶祝行情 |
|
|
|
|
20250417 |
劍麟加碼配息+川普暫免關稅 汽車族群股價催油門 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-16.2 |
|
10日籌碼集中度 |
10.1 |
優 |
單日買賣超 |
-130 |
|
|
|
5日籌碼集中度 |
-1.5 |
|
20日籌碼集中度 |
1.9 |
|
累計買賣超 |
-124 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
8984 |
借券餘額 |
10002 |
千張大戶戶數 |
30 |
大戶比例 |
55.45 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/7/4 19:27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|