2109 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2109 華豐 |
實收資本額 |
2793 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2000/05/08 |
|
|
|
|
|
|
|
|
|
發 言
人 |
吳品儀 |
電 話 |
(04)852-0121 |
|
|
|
|
|
|
|
|
|
地 址 |
彰化縣大村鄉村上村中山路二段300號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-橡膠 |
|
|
|
|
|
|
|
|
|
主要產品 |
橡膠塑膠製品之製造加工及內外銷、有關上項之進出口業務、經營上項附帶業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
17.45 |
法人買賣超合計(近一日) |
買超 32.953 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.05
|
法人買賣超合計(近一週) |
買超
204.23 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.29
|
法人買賣超合計(近一月) |
賣超 -1980.77 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
外資連5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 |
|
|
|
|
|
|
|
2024/06/19 |
0.80 |
0.20 |
2016/08/29 |
2024/04/18 |
4.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/13 |
1.50 |
0.00 |
|
2025/04/11 |
|
8.6% |
0% |
8.6% |
|
|
|
|
2023 |
2024/06/19 |
1.20 |
0.00 |
|
2024/04/18 |
|
6.88% |
0% |
6.88% |
|
|
|
|
2022 |
2023/06/16 |
0.90 |
0.00 |
|
2023/04/14 |
|
5.16% |
0% |
5.16% |
|
|
|
|
2021 |
2022/06/14 |
1.00 |
0.00 |
|
2022/04/14 |
|
5.73% |
0% |
5.73% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
1.61 |
K(9) |
72.32 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
12.50 |
D(9) |
63.96 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
10.84 |
周K(9) |
62 |
|
1.6 |
0.8 |
1.6 |
1.2 |
1.5 |
|
|
|
|
股價淨值比 |
1.40 |
周D(9) |
63.97 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
20.07 |
|
|
|
|
月線乖離率 |
2.29 |
季線乖離率 |
-1.07 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
32.31 |
3*PB |
37.39 |
|
|
|
|
股價 |
18.85 |
17.05 |
17.05 |
16.80 |
17.45 |
15*PE |
24.24 |
2*PB |
24.93 |
|
|
|
|
成交量(千股) |
899 |
5,983 |
1,946 |
1,159 |
950 |
10*PE |
16.16 |
1*PB |
12.46 |
|
|
|
|
資餘 |
794 |
824 |
898 |
828 |
800 |
5*PE |
8.08 |
0.5*PB |
6.23 |
|
|
|
|
券餘 |
0 |
5 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
1,313,676
|
1,259,130
|
1,214,403
|
1,153,666
|
1,180,657
|
1,198,865
|
1,211,970
|
|
|
|
|
營業成本(千) |
|
1,011,739
|
959,041
|
939,128
|
869,156
|
814,337
|
894,216
|
1,082,124
|
|
|
|
|
營業毛利(千) |
|
301,937
|
300,089
|
275,275
|
284,510
|
366,320
|
304,649
|
129,846
|
|
|
|
|
營業費用(千) |
|
126,615
|
120,365
|
116,396
|
116,476
|
148,695
|
117,434
|
190,106
|
|
|
|
|
營業利益(千) |
|
175,322
|
179,724
|
158,879
|
168,034
|
217,625
|
187,215
|
-60,260 |
|
|
|
|
營業外收入及支出(千) |
|
66,518
|
-120,014 |
48,754
|
69,334
|
-29,304 |
27,126
|
332,557
|
|
|
|
|
稅前純益(千) |
|
241,840
|
59,710
|
207,633
|
237,368
|
188,321
|
214,341
|
272,297
|
|
|
|
|
所得稅(千) |
|
37,062
|
21,188
|
32,281
|
39,843
|
46,542
|
49,048
|
128,869
|
|
|
|
|
稅後純益(千) |
|
204,778
|
38,522
|
175,352
|
197,525
|
141,779
|
165,293
|
143,428
|
|
|
|
|
其他綜合損益(千) |
|
-82,715 |
252,104
|
-22,901 |
-12,441 |
50,328
|
11,346
|
-20,368 |
|
|
|
|
綜合損益(千) |
|
122,063
|
290,626
|
152,451
|
185,084
|
192,107
|
176,639
|
123,060
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.87
|
0.21
|
0.74
|
0.85
|
0.67
|
0.77
|
0.97
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.48
|
0.21
|
0.44
|
0.48
|
0.43
|
0.44
|
0.40
|
|
|
|
|
毛利率(%) |
|
22.98
|
23.83
|
22.67
|
24.66
|
31.03
|
25.41
|
10.71
|
|
|
|
|
營業利益率(%) |
|
13.35
|
14.27
|
13.08
|
14.57
|
18.43
|
15.62
|
-4.97 |
|
|
|
|
稅後純益率(%) |
|
15.59
|
3.06
|
14.44
|
17.12
|
12.01
|
13.79
|
11.83
|
|
|
|
|
稅後權益報酬率(%) |
|
3.95
|
0.76
|
3.52
|
3.98
|
2.87
|
3.44
|
3.01
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
385,058 |
1,201,430 |
-7.14 |
1.57 |
7.26 |
|
|
1,201,430
|
7.26 |
|
|
|
|
202502 |
414,677 |
816,372 |
3.23 |
30.29
|
10.18
|
|
|
1,263,986
|
11.81 |
|
|
|
|
202501 |
401,695 |
401,695 |
-10.26 |
-4.97 |
-4.97 |
|
|
1,290,431
|
8.23 |
|
|
|
|
202412 |
447,614 |
4,940,875 |
1.47 |
14.92
|
5.70 |
2.67 |
|
1,351,054
|
15.82 |
|
|
|
|
202411 |
441,122 |
4,461,356 |
-4.58 |
16.03
|
5.64 |
|
|
1,233,286
|
10.09 |
|
|
|
|
202410 |
462,318 |
4,020,234 |
40.16
|
16.49
|
4.61 |
|
|
1,219,602
|
6.3 |
|
|
|
|
202409 |
329,846 |
3,627,199 |
-22.83 |
-3.90 |
3.82 |
1.81 |
|
1,238,626
|
6.47 |
|
|
|
|
202408 |
427,438 |
3,228,070 |
-11.20 |
4.96 |
4.04 |
|
|
1,238,288
|
1.36 |
|
|
|
|
202407 |
481,342 |
2,800,632 |
46.08
|
16.58
|
3.90 |
|
創近一年新高 |
1,253,601
|
0.74 |
|
|
|
|
202406 |
329,508 |
2,368,069 |
-25.58 |
-17.94 |
3.19 |
1.59 |
|
1,199,195
|
-0.58 |
|
|
|
|
202405 |
442,751 |
1,989,782 |
3.70 |
2.98 |
5.77 |
|
創近一年新高 |
1,248,811
|
1.92 |
|
|
|
|
202404 |
426,936 |
1,547,031 |
12.61
|
13.93
|
6.60
|
|
|
1,124,341
|
-0.86 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
30 |
77 |
47 |
9600 |
富邦 |
-40 |
55 |
95 |
|
|
|
|
1560 |
港商野村 |
19 |
19 |
0 |
9200 |
凱基 |
-24 |
18 |
42 |
|
|
|
|
1260 |
宏遠 |
14 |
14 |
0 |
9A00 |
永豐金 |
-10 |
1 |
11 |
|
|
|
|
7000 |
兆豐 |
12 |
12 |
0 |
1230 |
彰銀 |
-8 |
0 |
8 |
|
|
|
|
8150 |
台新 |
9 |
9 |
0 |
8880 |
國泰 |
-7 |
5 |
12 |
|
|
|
|
5600 |
永興 |
4 |
4 |
0 |
1440 |
美林 |
-5 |
6 |
11 |
|
|
|
|
5850 |
統一 |
3 |
7 |
4 |
6620 |
口袋 |
-3 |
0 |
3 |
|
|
|
|
1590 |
花旗環球 |
2 |
2 |
0 |
7030 |
致和 |
-1 |
0 |
1 |
|
|
|
|
1590 |
花旗環球 |
2 |
2 |
0 |
8560 |
新光 |
-1 |
0 |
1 |
|
|
|
|
1650 |
新加坡商瑞銀 |
1 |
3 |
2 |
1110 |
台灣企銀 |
-1 |
0 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20241118 |
台股跌196點收22,546點、退守季線 台積電跌至本月最低 |
|
|
|
|
20240918 |
台股迎2,000億活水 台積電、AI、金融股等挹注資金動能 |
|
|
|
|
20240531 |
台股修正再跌190點收21,174點、本月漲777點 台積電跌17元收821元 |
|
|
|
|
20240530 |
00878新面孔持續建倉 「這檔橡膠股」逆勢上漲 |
|
|
|
|
20240530 |
台股回檔重挫298點收21,364點 台積電挫低19元收838元 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-3.9 |
|
10日籌碼集中度 |
0.9 |
|
單日買賣超 |
-10 |
|
|
|
5日籌碼集中度 |
5.1 |
|
20日籌碼集中度 |
-2.3 |
|
累計買賣超 |
-620 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1002 |
借券餘額 |
1105 |
千張大戶戶數 |
34 |
大戶比例 |
65.85 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|