| 2207 |
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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| 2207 和泰車 |
實收資本額 |
5571 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1997/02/25 |
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| 發 言
人 |
賴志偉 |
電 話 |
02-2506-2121 |
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| 地 址 |
台北市中山區松江路121號8~14樓 |
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| 產 業
別 |
傳產-汽車 |
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| 主要產品 |
各種車輛、車輛用冷暖氣機及其零件之裝配、買賣、修理、保養、進出口業務 |
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| 2025/5/2 股價 |
620.00 |
法人買賣超合計(近一日) |
買超 20.392 張 |
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| 2025/5/2
漲跌 |
1.00
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法人買賣超合計(近一週) |
買超
178.39 張 |
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| 2025/5/2
漲跌幅 |
0.16
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法人買賣超合計(近一月) |
買超
361.93 張 |
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| 券 資 比 |
0.00
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外資連3買 |
投信連2賣 |
自營連5買 |
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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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| 2024/05/30 |
20.00 |
0.20 |
2023/08/04 |
2024/06/20 |
3.23% |
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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 |
2025/06/13 |
20.00 |
0.00 |
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3.23% |
0% |
3.23% |
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| 2023 |
2024/05/30 |
20.00 |
0.00 |
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2024/06/20 |
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3.23% |
0% |
3.23% |
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| 2022 |
2023/06/27 |
2.00 |
0.20 |
2023/08/04 |
2023/08/04 |
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0.35% |
0% |
0.32% |
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| 2021 |
2022/06/21 |
20.00 |
0.00 |
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2022/07/08 |
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3.23% |
0% |
3.23% |
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| 機構估稅後EPS |
37.37 |
K(9) |
91.43 |
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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) |
140.52 |
D(9) |
88.65 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
16.59 |
周K(9) |
79.62 |
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1.6 |
1.6 |
0.8 |
1.6 |
1 |
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| 股價淨值比 |
4.41 |
周D(9) |
68.46 |
綜合評分: |
6.6 |
建議: |
列入追踪 |
目標價: |
651 |
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| 月線乖離率 |
4.33 |
季線乖離率 |
2.63 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
746.99 |
3*PB |
421.77 |
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| 股價 |
611.00 |
593.00 |
587.00 |
612.00 |
620.00 |
15*PE |
560.24 |
2*PB |
281.18 |
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| 成交量(千股) |
811 |
2,832 |
1,475 |
936 |
967 |
10*PE |
373.49 |
1*PB |
140.59 |
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| 資餘 |
95 |
86 |
76 |
57 |
55 |
5*PE |
186.75 |
0.5*PB |
70.29 |
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| 券餘 |
1 |
0 |
0 |
0 |
0 |
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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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69,666,276
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66,963,081
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70,962,947
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69,498,102
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68,567,028
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69,155,888
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70,008,773
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| 營業成本(千) |
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57,863,067
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54,777,625
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59,344,295
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57,157,403
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56,941,167
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57,195,398
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57,763,884
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| 營業毛利(千) |
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11,803,209
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12,185,456
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11,618,652
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12,340,699
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11,625,861
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11,960,490
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12,244,889
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| 營業費用(千) |
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5,221,467
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4,764,495
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4,875,050
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4,796,400
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4,889,987
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4,708,011
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4,717,333
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| 營業利益(千) |
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6,581,742
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7,420,961
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6,743,602
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7,544,299
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6,735,874
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7,252,479
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7,527,556
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| 營業外收入及支出(千) |
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1,505,144
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379,917
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1,441,592
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2,348,282
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885,916
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1,329,430
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1,606,528
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| 稅前純益(千) |
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6,380,769
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6,340,165
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6,639,379
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8,521,320
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6,402,214
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7,591,312
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8,173,039
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| 所得稅(千) |
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1,281,870
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1,211,767
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-140,006 |
1,577,514
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1,323,317
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407,401
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230,432
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| 稅後純益(千) |
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5,098,899
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5,128,398
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6,779,385
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6,943,806
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5,078,897
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7,183,911
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7,942,607
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| 其他綜合損益(千) |
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1,551,177
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-1,573,891 |
-1,995,466 |
4,933,131
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-842,064 |
1,876,106
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992,272
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| 綜合損益(千) |
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6,650,076
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3,554,507
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4,783,919
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11,876,937
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4,236,833
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9,060,017
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8,934,879
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| 原始每股稅前盈餘(元) |
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11.45
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11.38
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11.92
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15.30
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11.49
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13.63
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14.96
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| 原始每股稅後盈餘(元) |
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7.95
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7.68
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10.54
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10.56
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7.90
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11.39
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12.90
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| 毛利率(%) |
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16.94
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18.20
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16.37
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17.76
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16.96
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17.29
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17.49
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| 營業利益率(%) |
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9.45
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11.08
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9.50
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10.86
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9.82
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10.49
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10.75
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| 稅後純益率(%) |
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7.32
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7.66
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9.55
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9.99
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7.41
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10.39
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11.35
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| 稅後權益報酬率(%) |
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4.60
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4.85
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6.65
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6.93
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5.17
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8.05
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10.17
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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 |
0.00 |
0.00 |
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0 |
0 |
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| 202503 |
23,824,725 |
71,457,638 |
8.43 |
-2.46 |
3.08 |
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71,457,638
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3.08 |
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| 202502 |
21,972,036 |
47,632,913 |
-14.38 |
23.77
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6.09 |
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70,935,392
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3.85 |
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| 202501 |
25,660,878 |
25,660,878 |
10.12
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-5.47 |
-5.47 |
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創近一年新高 |
72,645,172
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-1.22 |
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| 202412 |
23,302,478 |
282,801,567 |
-1.60 |
-0.46 |
1.19 |
50.05
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69,592,173
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2.18 |
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| 202411 |
23,681,816 |
252,465,717 |
4.75 |
3.03 |
1.00 |
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66,399,492
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2.7 |
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| 202410 |
22,607,879 |
228,783,901 |
12.42
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4.13 |
0.80 |
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63,451,708
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-1.66 |
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| 202409 |
20,109,797 |
211,618,624 |
-3.01 |
0.79 |
0.76 |
38.59
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66,413,179
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-4.25 |
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| 202408 |
20,734,032 |
186,066,225 |
-18.91 |
-9.30 |
0.41 |
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69,692,851
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-3.04 |
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| 202407 |
25,569,350 |
165,332,193 |
9.32 |
-3.68 |
1.78 |
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73,778,120
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1.18 |
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| 202406 |
23,389,469 |
144,265,407 |
-5.76 |
4.11 |
3.39 |
27.21
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70,439,453
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1.23 |
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| 202405 |
24,819,301 |
116,373,374 |
11.64
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3.83 |
2.59 |
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71,475,601
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-2.53 |
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| 202404 |
22,230,683 |
91,554,073 |
-8.99 |
-4.24 |
2.27
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64,408,269
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-9.51 |
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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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| 1440 |
美林 |
25 |
27 |
2 |
9800 |
元大 |
-18 |
11 |
29 |
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| 8440 |
摩根大通 |
22 |
26 |
4 |
1470 |
台灣摩根士丹利 |
-11 |
6 |
17 |
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| 1380 |
台灣匯立 |
7 |
7 |
0 |
1590 |
花旗環球 |
-11 |
14 |
25 |
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| 1650 |
新加坡商瑞銀 |
3 |
5 |
2 |
8890 |
大和國泰 |
-5 |
0 |
5 |
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| 6010 |
奔亞證券 |
2 |
5 |
3 |
1560 |
港商野村 |
-4 |
0 |
4 |
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| 8900 |
法銀巴黎 |
2 |
2 |
0 |
1030 |
土銀 |
-3 |
0 |
3 |
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| 1480 |
美商高盛 |
2 |
16 |
14 |
5920 |
元富 |
-3 |
1 |
4 |
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| 8560 |
新光 |
1 |
1 |
0 |
9A00 |
永豐金 |
-3 |
0 |
3 |
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| 8560 |
新光 |
1 |
1 |
0 |
9300 |
華南永昌 |
-2 |
0 |
2 |
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| 8840 |
玉山 |
0 |
0 |
0 |
5850 |
統一 |
-1 |
0 |
1 |
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| 20250415 |
2024年哪家董事最賺？中信金大幅超越台積電、國巨 |
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| 20250411 |
和泰車3月合併營收年減2% 車市度小月 |
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| 20250411 |
上市櫃第1季營收創新高 成長動能最強是這族群 |
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| 20250410 |
和泰車營收／第1季714.58億元創新高 市占率亦登高 |
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| 20250407 |
台股一片跌停！汽車類股相對抗跌 三陽、和泰車沒有跌停 |
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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 |
3.7 |
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10日籌碼集中度 |
16.2 |
優 |
單日買賣超 |
5 |
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| 5日籌碼集中度 |
14 |
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20日籌碼集中度 |
4.9 |
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累計買賣超 |
61 |
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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 |
6833 |
借券餘額 |
8558 |
千張大戶戶數 |
56 |
大戶比例 |
84.12 |
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更新日期： |
2025/5/2 19:32 |
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