1563 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1563 巧新 |
實收資本額 |
2378 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2024/05/13 |
|
|
|
|
|
|
|
|
|
發 言
人 |
蕭妃伶 |
電 話 |
05-5512288 |
|
|
|
|
|
|
|
|
|
地 址 |
640雲林縣斗六市雲科路三段八十號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-汽車零組件 |
|
|
|
|
|
|
|
|
|
主要產品 |
鍛造輪圈90.19%、其他9.81%(鍛造鋁合金輪圈與懸吊系統零件、鋁材二次加工) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
61.00 |
法人買賣超合計(近一日) |
賣超 -5.115 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
-1.00
|
法人買賣超合計(近一週) |
買超
136.06 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
-1.61
|
法人買賣超合計(近一月) |
買超
736 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
3.30
|
外資連2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 |
|
|
|
|
|
|
|
2024/05/27 |
1.80 |
1.00 |
2022/08/09 |
2024/07/18 |
2.95% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/21 |
2.20 |
0.00 |
|
|
|
3.61% |
0% |
3.61% |
|
|
|
|
2023 |
2024/05/27 |
1.80 |
0.00 |
|
2024/07/18 |
|
2.95% |
0% |
2.95% |
|
|
|
|
2022 |
2023/06/26 |
1.96 |
0.00 |
|
2023/08/29 |
|
3.21% |
0% |
3.21% |
|
|
|
|
2021 |
2022/06/27 |
1.00 |
1.00 |
2022/08/09 |
2022/08/09 |
|
3.28% |
0.02% |
1.64% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
3.66 |
K(9) |
84.38 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
41.55 |
D(9) |
85.39 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
16.67 |
周K(9) |
55.63 |
|
0 |
0.8 |
1.2 |
1.2 |
0.5 |
|
|
|
|
股價淨值比 |
1.47 |
周D(9) |
59.64 |
綜合評分: |
3.7 |
建議: |
觀望 |
目標價: |
70.15 |
|
|
|
|
月線乖離率 |
4.51 |
季線乖離率 |
-3.51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
73.05 |
3*PB |
123.65 |
|
|
|
|
股價 |
64.80 |
54.50 |
59.10 |
61.90 |
61.00 |
15*PE |
54.79 |
2*PB |
82.43 |
|
|
|
|
成交量(千股) |
2,113 |
6,547 |
3,469 |
2,503 |
1,791 |
10*PE |
36.53 |
1*PB |
41.22 |
|
|
|
|
資餘 |
600 |
464 |
539 |
370 |
333 |
5*PE |
18.26 |
0.5*PB |
20.61 |
|
|
|
|
券餘 |
1 |
0 |
0 |
0 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
1,927,946
|
1,717,938
|
1,873,255
|
1,954,440
|
2,205,831
|
1,858,965
|
1,924,046
|
|
|
|
|
營業成本(千) |
|
1,395,751
|
1,272,433
|
1,368,380
|
1,433,322
|
1,666,256
|
1,463,820
|
1,533,863
|
|
|
|
|
營業毛利(千) |
|
532,195
|
445,505
|
504,875
|
521,118
|
539,575
|
395,145
|
390,183
|
|
|
|
|
營業費用(千) |
|
251,420
|
278,185
|
247,187
|
249,043
|
266,903
|
227,565
|
253,754
|
|
|
|
|
營業利益(千) |
|
280,775
|
167,320
|
257,688
|
272,075
|
272,672
|
167,580
|
136,429
|
|
|
|
|
營業外收入及支出(千) |
|
-88,098 |
68,900
|
-54,699 |
39,559
|
-78,298 |
21,512
|
76,109
|
|
|
|
|
稅前純益(千) |
|
192,677
|
236,220
|
202,989
|
311,634
|
194,374
|
189,092
|
212,538
|
|
|
|
|
所得稅(千) |
|
39,367
|
47,244
|
39,084
|
62,341
|
38,823
|
37,776
|
42,391
|
|
|
|
|
稅後純益(千) |
|
153,310
|
188,976
|
163,905
|
249,293
|
155,551
|
151,316
|
170,147
|
|
|
|
|
其他綜合損益(千) |
|
897
|
860
|
339
|
602
|
-123 |
81 |
912
|
|
|
|
|
綜合損益(千) |
|
154,207
|
189,836
|
164,244
|
249,895
|
155,428
|
151,397
|
171,059
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.82
|
0.99
|
0.85
|
1.45
|
0.91
|
0.89
|
1.01
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.65
|
0.79
|
0.69
|
1.16
|
0.73
|
0.71
|
0.80
|
|
|
|
|
毛利率(%) |
|
27.60
|
25.93
|
26.95
|
26.66
|
24.46
|
21.26
|
20.28
|
|
|
|
|
營業利益率(%) |
|
14.56
|
9.74
|
13.76
|
13.92
|
12.36
|
9.01
|
7.09
|
|
|
|
|
稅後純益率(%) |
|
7.95
|
11.00
|
8.75
|
12.76
|
7.05
|
8.14
|
8.84
|
|
|
|
|
稅後權益報酬率(%) |
|
1.57
|
1.96
|
1.90
|
3.24
|
2.03
|
2.03
|
2.31
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
682,815 |
1,918,240 |
7.06
|
4.57
|
-1.85 |
|
|
1,918,240
|
-1.85 |
|
|
|
|
202502 |
637,817 |
1,235,425 |
6.73
|
4.44
|
-5.07 |
|
|
1,789,461
|
-9.75 |
|
|
|
|
202501 |
597,608 |
597,608 |
7.86
|
-13.48 |
-13.48 |
|
|
1,856,463
|
-14.94 |
|
|
|
|
202412 |
554,036 |
7,473,579 |
-21.39 |
-18.67 |
-3.93 |
3.97
|
|
1,927,946
|
-12.6 |
|
|
|
|
202411 |
704,819 |
6,919,543 |
5.34
|
-13.05 |
-2.51 |
|
創近一年新高 |
1,971,332
|
-11.67 |
|
|
|
|
202410 |
669,091 |
6,214,724 |
12.00
|
-6.28 |
-1.16 |
|
|
1,839,768
|
-8.19 |
|
|
|
|
202409 |
597,422 |
5,545,633 |
4.22
|
-15.53 |
-0.50 |
3.16
|
|
1,717,939
|
-7.59 |
|
|
|
|
202408 |
573,255 |
4,948,211 |
4.75
|
-1.61 |
1.68
|
|
|
1,726,370
|
-5.25 |
|
|
|
|
202407 |
547,262 |
4,374,956 |
-9.67 |
-3.84 |
2.13
|
|
創近一年新低 |
1,800,383
|
-6.88 |
|
|
|
|
202406 |
605,853 |
3,827,695 |
-6.40 |
-9.61 |
3.05
|
2.16
|
|
1,873,254
|
-2.64 |
|
|
|
|
202405 |
647,268 |
3,221,841 |
4.38
|
-6.75 |
5.83
|
|
|
1,920,375
|
-0.56 |
|
|
|
|
202404 |
620,133 |
2,574,573 |
-5.03 |
10.81
|
9.55
|
|
|
1,883,832
|
4.66 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
8710 |
陽信 |
57 |
57 |
0 |
9300 |
華南永昌 |
-122 |
0 |
122 |
|
|
|
|
9200 |
凱基 |
44 |
181 |
137 |
9800 |
元大 |
-39 |
26 |
65 |
|
|
|
|
1590 |
花旗環球 |
26 |
26 |
0 |
1560 |
港商野村 |
-27 |
0 |
27 |
|
|
|
|
1650 |
新加坡商瑞銀 |
26 |
35 |
9 |
5380 |
第一金 |
-10 |
0 |
10 |
|
|
|
|
8560 |
新光 |
18 |
20 |
2 |
1020 |
合庫 |
-9 |
1 |
10 |
|
|
|
|
9A00 |
永豐金 |
7 |
24 |
17 |
6620 |
口袋 |
-4 |
0 |
4 |
|
|
|
|
5920 |
元富 |
7 |
8 |
1 |
8580 |
聯邦商銀 |
-3 |
0 |
3 |
|
|
|
|
6160 |
中國信託 |
7 |
7 |
0 |
1470 |
台灣摩根士丹利 |
-3 |
0 |
3 |
|
|
|
|
9600 |
富邦 |
6 |
17 |
11 |
5850 |
統一 |
-2 |
13 |
15 |
|
|
|
|
7000 |
兆豐 |
4 |
8 |
4 |
1480 |
美商高盛 |
-1 |
11 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20200414 |
巧新新單新產能挹注 營運可望觸底反彈 |
|
|
|
|
20200409 |
巧新獲Volvo新單+加速認證 下半年營運升溫 |
|
|
|
|
20180212 |
巧新科技1月營收5.55億元年減5.29% 1—1月達5.55億元 |
|
|
|
|
20180208 |
巧新科技1月營收5.55億元年減5.29% 1—1月達5.55億元 |
|
|
|
|
20180112 |
巧新科技12月營收4.85億元年減13.21% 1—12月達73.91億元 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-5.2 |
|
10日籌碼集中度 |
21.3 |
優 |
單日買賣超 |
-25 |
|
|
|
5日籌碼集中度 |
16.5 |
優 |
20日籌碼集中度 |
12.6 |
優 |
累計買賣超 |
477 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1906 |
借券餘額 |
2236 |
千張大戶戶數 |
22 |
大戶比例 |
31.83 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|