1612 |
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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1612 宏泰 |
實收資本額 |
3161 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1993/05/08 |
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發 言
人 |
潘少屏 |
電 話 |
(02)27011000 |
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地 址 |
桃園市328觀音區樹林里國建一路2號 |
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產 業
別 |
傳產-電線電纜 |
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主要產品 |
各種電線、電纜之製造、加工、銷售、太陽能電纜及通信線纜之製造與銷售 |
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2025/5/2 股價 |
32.10 |
法人買賣超合計(近一日) |
買超 409.17 張 |
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2025/5/2
漲跌 |
1.25
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法人買賣超合計(近一週) |
買超
248.63 張 |
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2025/5/2
漲跌幅 |
4.05
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法人買賣超合計(近一月) |
賣超 -2816.79 張 |
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券 資 比 |
1.62
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自營連2賣 |
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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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2024/06/12 |
2.00 |
0.50 |
2001/08/30 |
2024/07/02 |
6.23% |
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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 |
2025/06/18 |
2.10 |
0.00 |
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6.54% |
0% |
6.54% |
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2023 |
2024/06/12 |
2.00 |
0.00 |
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2024/07/02 |
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6.23% |
0% |
6.23% |
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2022 |
2023/06/15 |
1.50 |
0.00 |
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2023/07/10 |
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4.67% |
0% |
4.67% |
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2021 |
2022/06/21 |
2.80 |
0.00 |
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2022/07/08 |
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8.72% |
0% |
8.72% |
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機構估稅後EPS |
1.99 |
K(9) |
83.64 |
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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) |
24.04 |
D(9) |
76.07 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.13 |
周K(9) |
51.21 |
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1.6 |
1.2 |
0.8 |
2 |
1.5 |
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股價淨值比 |
1.34 |
周D(9) |
54.36 |
綜合評分: |
7.1 |
建議: |
列入追踪 |
目標價: |
36.92 |
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月線乖離率 |
5.63 |
季線乖離率 |
-1.86 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
39.88 |
3*PB |
71.87 |
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股價 |
33.40 |
29.95 |
30.40 |
30.70 |
32.10 |
15*PE |
29.91 |
2*PB |
47.91 |
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成交量(千股) |
3,683 |
9,262 |
3,004 |
1,980 |
2,478 |
10*PE |
19.94 |
1*PB |
23.96 |
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資餘 |
3,066 |
2,402 |
2,426 |
2,466 |
2,532 |
5*PE |
9.97 |
0.5*PB |
11.98 |
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券餘 |
51 |
0 |
41 |
41 |
41 |
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季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
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營業收入淨額(千) |
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1,760,732
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1,537,983
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1,827,522
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1,457,667
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1,746,467
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1,636,528
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1,452,247
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營業成本(千) |
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1,499,924
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1,333,526
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1,483,064
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1,224,536
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1,492,654
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1,449,682
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1,238,704
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營業毛利(千) |
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260,808
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204,457
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344,458
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233,131
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253,813
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186,846
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213,543
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營業費用(千) |
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66,892
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59,743
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61,846
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54,210
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60,680
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56,880
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80,256
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營業利益(千) |
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193,916
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144,714
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282,612
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178,921
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193,133
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129,966
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133,287
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營業外收入及支出(千) |
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-490 |
24,813
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70,822
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49,595
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16,856
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23,857
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67,402
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稅前純益(千) |
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193,426
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169,527
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353,434
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228,516
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209,989
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153,823
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200,689
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所得稅(千) |
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46,800
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31,537
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69,623
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43,716
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34,025
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31,779
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28,709
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稅後純益(千) |
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146,626
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137,990
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283,811
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184,800
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175,964
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122,044
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171,980
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其他綜合損益(千) |
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-74,956 |
-110,862 |
-43,692 |
155,698
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120,561
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19,420
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24,763
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綜合損益(千) |
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71,670
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27,128
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240,119
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340,498
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296,525
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141,464
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196,743
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原始每股稅前盈餘(元) |
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0.61
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0.54
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1.12
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0.72
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0.66
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0.49
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0.63
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原始每股稅後盈餘(元) |
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0.46
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0.44
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0.90
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0.58
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0.56
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0.38
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0.54
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毛利率(%) |
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14.81
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13.29
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18.85
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15.99
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14.53
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11.42
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14.70
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營業利益率(%) |
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11.01
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9.41
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15.46
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12.27
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11.06
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7.94
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9.18
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稅後純益率(%) |
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8.33
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8.97
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15.53
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12.68
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10.08
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7.46
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11.84
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稅後權益報酬率(%) |
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1.94
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1.84
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3.69
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2.39
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2.38
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1.70
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2.37
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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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202504 |
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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202503 |
674,482 |
1,789,065 |
13.09
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5.00
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22.73
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1,789,065
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22.73 |
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202502 |
596,430 |
1,114,583 |
15.11
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45.58
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36.71
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1,547,909
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-1.41 |
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202501 |
518,153 |
518,153 |
19.58
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27.76
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27.76
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1,695,172
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0.97 |
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202412 |
433,326 |
6,583,904 |
-41.73 |
-42.59 |
6.28
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2.99
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1,760,732
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0.82 |
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202411 |
743,693 |
6,150,578 |
27.41
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43.41
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13.06
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1,803,263
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24.28 |
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202410 |
583,713 |
5,406,885 |
22.67
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23.38
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9.86
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1,564,058
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-2.88 |
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202409 |
475,857 |
4,823,172 |
-5.68 |
3.61
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8.42
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2.38
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1,537,983
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-6.02 |
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202408 |
504,488 |
4,347,315 |
-9.53 |
-25.59 |
8.97
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1,736,881
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-0.18 |
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202407 |
557,638 |
3,842,827 |
-17.36 |
11.69
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16.05
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1,707,945
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12.33 |
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202406 |
674,755 |
3,285,189 |
41.89
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19.90
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16.83
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1.84
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1,827,522
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25.84 |
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202405 |
475,552 |
2,610,434 |
-29.78 |
3.71
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16.06
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1,795,153
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28.3 |
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202404 |
677,215 |
2,134,882 |
5.42
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57.14
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19.22
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1,729,302
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27.49 |
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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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1650 |
新加坡商瑞銀 |
115 |
122 |
7 |
9800 |
元大 |
-100 |
124 |
224 |
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1480 |
美商高盛 |
84 |
106 |
22 |
9300 |
華南永昌 |
-63 |
17 |
80 |
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1440 |
美林 |
57 |
57 |
0 |
1570 |
港商法國興業 |
-42 |
0 |
42 |
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9100 |
群益金鼎 |
51 |
62 |
11 |
9A00 |
永豐金 |
-28 |
24 |
52 |
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8450 |
康和 |
36 |
43 |
7 |
5920 |
元富 |
-27 |
20 |
47 |
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1040 |
臺銀證券 |
29 |
34 |
5 |
1470 |
台灣摩根士丹利 |
-24 |
2 |
26 |
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9200 |
凱基 |
28 |
251 |
223 |
5380 |
第一金 |
-21 |
5 |
26 |
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8440 |
摩根大通 |
9 |
13 |
4 |
8150 |
台新 |
-19 |
17 |
36 |
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5600 |
永興 |
8 |
10 |
2 |
9600 |
富邦 |
-16 |
35 |
51 |
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1020 |
合庫 |
6 |
9 |
3 |
6910 |
德信 |
-15 |
0 |
15 |
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20250408 |
線纜族群華新、大山、宏泰、億泰 3月營收皆正成長 |
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20250321 |
3月21日重要財經行事曆 |
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20250206 |
宏泰1月營收年增27% 億泰年增13% |
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20241205 |
宏泰營收/11月7.43億、年增43% 創近10月新高 |
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20241009 |
億泰上月業績年增58% 宏泰年增3% |
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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 |
27 |
優 |
10日籌碼集中度 |
1.7 |
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單日買賣超 |
291 |
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5日籌碼集中度 |
4.5 |
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20日籌碼集中度 |
0.4 |
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累計買賣超 |
-206 |
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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 |
4454 |
借券餘額 |
7878 |
千張大戶戶數 |
28 |
大戶比例 |
53.32 |
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更新日期: |
2025/5/2 19:28 |
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