2308 |
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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2308 台達電 |
實收資本額 |
25975 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1988/12/19 |
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發 言
人 |
周志宏 |
電 話 |
(02)87972088 |
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地 址 |
台北市內湖區瑞光路186號 |
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產 業
別 |
電子中游-電源供應器 |
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主要產品 |
電源及零組件49.39%、基礎設施25.04%、自動化10.85%、交通9.01%、其他0.03%(電源供應系統、無刷直流風扇、散熱系統、微型化關鍵零組件、、電動車電源相關系統、工業自動化、視訊顯示、資訊、網路通訊、消費性電子、可再生能源應用、智慧樓宇管理與控制解決方案等) |
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2025/5/2 股價 |
354.00 |
法人買賣超合計(近一日) |
買超 3371.722 張 |
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2025/5/2
漲跌 |
20.50
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法人買賣超合計(近一週) |
買超
1698.4 張 |
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2025/5/2
漲跌幅 |
6.15
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法人買賣超合計(近一月) |
賣超 -5990.6 張 |
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券 資 比 |
2.66
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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 |
6.43 |
0.20 |
2009/07/14 |
2024/06/18 |
1.82% |
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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 |
2025/05/29 |
7.00 |
0.00 |
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1.98% |
0% |
1.98% |
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2023 |
2024/05/30 |
6.43 |
0.00 |
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2024/06/18 |
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1.82% |
0% |
1.82% |
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2022 |
2023/06/13 |
9.84 |
0.00 |
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2023/06/30 |
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2.78% |
0% |
2.78% |
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2021 |
2022/06/14 |
5.50 |
0.00 |
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2022/06/29 |
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1.55% |
0% |
1.55% |
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機構估稅後EPS |
17.25 |
K(9) |
80.56 |
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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) |
94.31 |
D(9) |
70.23 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
20.52 |
周K(9) |
43 |
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1.6 |
1.2 |
1.6 |
2 |
1.5 |
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股價淨值比 |
3.75 |
周D(9) |
34.57 |
綜合評分: |
7.9 |
建議: |
列入追踪 |
目標價: |
407.1 |
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月線乖離率 |
8.52 |
季線乖離率 |
-4.32 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
345.37 |
3*PB |
265.50 |
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股價 |
369.50 |
335.00 |
319.50 |
330.50 |
354.00 |
15*PE |
259.02 |
2*PB |
177.00 |
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成交量(千股) |
18,952 |
75,018 |
47,846 |
28,948 |
36,405 |
10*PE |
172.68 |
1*PB |
88.50 |
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資餘 |
2,795 |
2,205 |
2,618 |
2,467 |
2,590 |
5*PE |
86.34 |
0.5*PB |
44.25 |
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券餘 |
86 |
69 |
63 |
64 |
69 |
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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) |
118,919,406
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114,202,483
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112,203,112
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103,443,972
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91,297,990
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100,020,430
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107,795,435
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100,551,392
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營業成本(千) |
81,130,984
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79,066,172
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73,009,492
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68,142,275
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64,349,444
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69,615,570
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75,925,708
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71,180,655
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營業毛利(千) |
37,788,422
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35,136,311
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39,193,620
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35,301,697
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26,948,546
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30,404,860
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31,869,727
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29,370,737
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營業費用(千) |
23,752,418
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24,434,868
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22,770,583
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22,169,093
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19,553,862
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20,041,307
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19,972,647
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19,088,121
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營業利益(千) |
14,036,004
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10,701,443
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16,423,037
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13,132,604
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7,394,684
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10,363,553
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11,897,080
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10,282,616
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營業外收入及支出(千) |
1,626,894
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-861,779 |
1,251,766
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1,903,199
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1,370,674
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2,600,253
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1,873,850
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1,665,458
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稅前純益(千) |
15,662,898
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9,839,664
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17,674,803
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15,035,803
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8,765,358
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12,963,806
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13,770,930
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11,948,074
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所得稅(千) |
3,619,576
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2,516,720
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3,527,908
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3,081,787
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1,798,113
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2,607,457
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2,741,182
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2,424,885
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稅後純益(千) |
12,043,322
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7,322,944
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14,146,895
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11,954,016
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6,967,245
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10,356,349
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11,029,748
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9,523,189
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其他綜合損益(千) |
5,638,068
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4,057,660
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1,085,889
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2,461,917
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7,044,985
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-8,191,289 |
6,519,483
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1,287,762
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綜合損益(千) |
17,681,390
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11,380,604
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15,232,784
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14,415,933
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14,012,230
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2,165,060
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17,549,231
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10,810,951
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原始每股稅前盈餘(元) |
6.03
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3.79
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6.80
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5.79
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3.37
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4.99
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5.30
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4.60
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原始每股稅後盈餘(元) |
3.94
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2.76
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4.75
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3.83
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2.22
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3.45
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3.60
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3.14
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毛利率(%) |
31.78
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30.77
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34.93
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34.13
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29.52
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30.40
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29.57
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29.21
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營業利益率(%) |
11.80
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9.37
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14.64
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12.70
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8.10
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10.36
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11.04
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10.23
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稅後純益率(%) |
10.13
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6.41
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12.61
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11.56
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7.63
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10.35
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10.23
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9.47
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稅後權益報酬率(%) |
4.16
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2.68
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5.44
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4.69
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2.79
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4.29
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4.82
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4.22
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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 |
43,443,999 |
118,919,406 |
14.06
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37.58
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30.25
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6.03
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創歷史新高 |
118,919,406
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30.25 |
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202502 |
38,089,875 |
75,475,407 |
1.88
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40.01
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26.38
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114,213,959
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24.94 |
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202501 |
37,385,532 |
37,385,532 |
-3.49 |
14.98
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14.98
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112,771,166
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15.24 |
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202412 |
38,738,552 |
421,147,557 |
5.71
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22.22
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4.97
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19.76
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114,202,483
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14.18 |
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202411 |
36,647,082 |
382,409,005 |
-5.59 |
8.91
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3.49
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112,557,960
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8.53 |
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202410 |
38,816,849 |
345,761,923 |
4.64
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11.94
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2.94
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創歷史新高 |
113,680,919
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6.75 |
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202409 |
37,094,029 |
306,945,074 |
-1.79 |
4.83
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1.91
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15.97
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112,203,112
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4.09 |
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202408 |
37,770,041 |
269,851,045 |
1.15
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3.66
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1.52
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創歷史新高 |
109,937,775
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2.52 |
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202407 |
37,339,042 |
232,081,004 |
7.21
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3.79
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1.18
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創歷史新高 |
107,245,453
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2.16 |
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202406 |
34,828,692 |
194,741,962 |
-0.71 |
0.01
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0.69
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9.16
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103,443,972
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2.88 |
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202405 |
35,077,719 |
159,913,270 |
4.59
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2.61
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0.84
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100,193,330
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0.29 |
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202404 |
33,537,561 |
124,835,551 |
6.21
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6.33
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0.35
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92,320,927
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-2.65 |
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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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1590 |
花旗環球 |
1856 |
1859 |
3 |
1480 |
美商高盛 |
-2007 |
719 |
2726 |
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1440 |
美林 |
1193 |
1703 |
510 |
9200 |
凱基 |
-887 |
549 |
1436 |
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8440 |
摩根大通 |
933 |
1503 |
570 |
9800 |
元大 |
-675 |
763 |
1438 |
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1650 |
新加坡商瑞銀 |
603 |
1125 |
522 |
5850 |
統一 |
-264 |
75 |
339 |
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1470 |
台灣摩根士丹利 |
386 |
926 |
540 |
9100 |
群益金鼎 |
-264 |
166 |
430 |
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1560 |
港商野村 |
366 |
426 |
60 |
1360 |
港商麥格理 |
-233 |
33 |
266 |
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1380 |
台灣匯立 |
180 |
216 |
36 |
9A00 |
永豐金 |
-219 |
358 |
577 |
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8710 |
陽信 |
146 |
153 |
7 |
8840 |
玉山 |
-192 |
108 |
300 |
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1260 |
宏遠 |
143 |
168 |
25 |
8880 |
國泰 |
-159 |
230 |
389 |
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8960 |
香港上海匯豐 |
18 |
18 |
0 |
5380 |
第一金 |
-142 |
41 |
183 |
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20250502 |
美科技財報亮 帶動台股勁揚552點收20,787點 台積電收950元 |
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20250501 |
台達電泰國建置第二營運總部 |
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20250430 |
台達電第1季 EPS 3.94元 毛利率攀高 |
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20250430 |
美超微財報失色衝擊 AI 族群 台積電翻紅撐盤、陸行之畫重點 |
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20250430 |
台達電財報/第1季 EPS 3.94元 法人估全年上看17元 |
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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 |
23.6 |
優 |
10日籌碼集中度 |
5.3 |
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單日買賣超 |
3070 |
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5日籌碼集中度 |
5.9 |
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20日籌碼集中度 |
-2 |
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累計買賣超 |
-3531 |
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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 |
3642 |
借券餘額 |
62948 |
千張大戶戶數 |
279 |
大戶比例 |
78.9 |
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更新日期: |
2025/5/2 19:33 |
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