| 2312 |
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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| 2312 金寶 |
實收資本額 |
15047 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1989/11/07 |
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| 發 言
人 |
游千慧 |
電 話 |
(02)26622660 |
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| 地 址 |
(105)臺北市南京東路五段99號10樓 |
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| 產 業
別 |
電子中游-EMS |
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| 主要產品 |
消費性電子產品、網路通訊產品及影像產品等之製造、加工、買賣 |
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| 2025/5/2 股價 |
20.10 |
法人買賣超合計(近一日) |
買超 2383.921 張 |
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| 2025/5/2
漲跌 |
0.40
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法人買賣超合計(近一週) |
買超
3399.88 張 |
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| 2025/5/2
漲跌幅 |
2.03
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法人買賣超合計(近一月) |
買超
10543.67 張 |
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| 券 資 比 |
0.74
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外資連2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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| 2024/06/06 |
0.30 |
0.20 |
2008/07/21 |
2024/07/04 |
1.49% |
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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 |
2025/06/03 |
0.60 |
0.00 |
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2.99% |
0% |
2.99% |
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| 2023 |
2024/06/06 |
0.30 |
0.00 |
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2024/07/04 |
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1.49% |
0% |
1.49% |
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| 2022 |
2023/05/30 |
0.30 |
0.00 |
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2023/06/28 |
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1.49% |
0% |
1.49% |
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| 2021 |
2022/06/27 |
0.20 |
0.00 |
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2022/08/02 |
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0.99% |
0% |
0.99% |
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| 機構估稅後EPS |
1.21 |
K(9) |
73.51 |
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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) |
15.79 |
D(9) |
66.73 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
16.61 |
周K(9) |
28.99 |
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1.6 |
1.6 |
1.2 |
1.6 |
1 |
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| 股價淨值比 |
1.27 |
周D(9) |
26.52 |
綜合評分: |
7 |
建議: |
列入追踪 |
目標價: |
21.63 |
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| 月線乖離率 |
4.67 |
季線乖離率 |
-12.52 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
24.36 |
3*PB |
47.11 |
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| 股價 |
22.30 |
19.15 |
18.85 |
19.30 |
20.10 |
15*PE |
18.27 |
2*PB |
31.41 |
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| 成交量(千股) |
22,159 |
45,562 |
41,744 |
23,811 |
29,445 |
10*PE |
12.18 |
1*PB |
15.70 |
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| 資餘 |
41,964 |
36,378 |
37,100 |
36,768 |
36,430 |
5*PE |
6.09 |
0.5*PB |
7.85 |
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| 券餘 |
145 |
146 |
142 |
257 |
270 |
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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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45,417,931
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46,012,812
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40,074,894
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32,899,755
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41,418,743
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39,601,969
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39,402,705
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| 營業成本(千) |
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43,001,798
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42,955,464
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37,434,768
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30,730,711
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39,408,356
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37,026,488
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36,870,227
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| 營業毛利(千) |
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2,416,133
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3,057,348
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2,640,126
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2,169,044
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2,010,387
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2,575,481
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2,532,478
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| 營業費用(千) |
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1,616,181
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1,610,590
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1,491,447
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1,214,601
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1,479,877
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1,593,568
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1,826,205
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| 營業利益(千) |
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799,952
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1,446,758
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1,148,679
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954,443
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530,510
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981,913
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706,273
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| 營業外收入及支出(千) |
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-428,139 |
-408,397 |
-121,406 |
-299,682 |
-563,151 |
-432,906 |
-426,737 |
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| 稅前純益(千) |
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371,813
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1,038,361
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1,027,273
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654,761
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-32,641 |
549,007
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279,536
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| 所得稅(千) |
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-1,336 |
283,274
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352,122
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63,514
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23,861
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97,532
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118,698
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| 稅後純益(千) |
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373,149
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755,087
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675,151
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591,247
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-56,502 |
451,475
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160,838
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| 其他綜合損益(千) |
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1,251,605
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-728,864 |
-7,874 |
441,808
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37,287
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1,098,966
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1,144,152
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| 綜合損益(千) |
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1,624,754
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26,223
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667,277
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1,033,055
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-19,215 |
1,550,441
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1,304,990
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| 原始每股稅前盈餘(元) |
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0.25
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0.70
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0.69
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0.44
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-0.02 |
0.37
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0.19
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| 原始每股稅後盈餘(元) |
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0.16
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0.35
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0.30
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0.30
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0.01
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0.24
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0.09
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| 毛利率(%) |
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5.32
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6.64
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6.59
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6.59
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4.85
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6.50
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6.43
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| 營業利益率(%) |
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1.76
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3.14
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2.87
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2.90
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1.28
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2.48
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1.79
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| 稅後純益率(%) |
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0.82
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1.64
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1.68
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1.80
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-0.14 |
1.14
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0.41
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| 稅後權益報酬率(%) |
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1.02
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2.10
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1.90
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1.70
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-0.17 |
1.47
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0.55
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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 |
13,595,024 |
41,956,608 |
1.93
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16.18
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27.48
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41,956,608
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27.48 |
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| 202502 |
13,337,482 |
28,361,584 |
-11.23 |
31.08
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33.71
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41,440,499
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28.11 |
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| 202501 |
15,024,102 |
15,024,102 |
14.87
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36.13
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36.13
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43,908,218
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17.32 |
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| 202412 |
13,078,915 |
164,405,392 |
-17.25 |
17.44
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2.91
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2.06
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45,583,053
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9.84 |
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| 202411 |
15,805,201 |
151,615,167 |
-5.35 |
3.61
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1.99
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51,048,902
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11.96 |
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| 202410 |
16,698,937 |
135,809,966 |
-9.95 |
10.51
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1.81
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49,011,642
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16.39 |
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| 202409 |
18,544,764 |
118,987,461 |
34.70
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21.74
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0.55
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1.81
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創近一年新高 |
45,947,923
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15.93 |
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| 202408 |
13,767,941 |
100,566,265 |
0.97
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17.01
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-2.42 |
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40,808,241
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9.97 |
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| 202407 |
13,635,218 |
86,798,324 |
1.72
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7.90
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-4.92 |
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40,370,397
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3.08 |
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| 202406 |
13,405,082 |
72,974,649 |
0.56
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5.49
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-7.32 |
1.12
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40,249,983
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2.3 |
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| 202405 |
13,330,097 |
59,758,024 |
-1.37 |
-3.54 |
-9.38 |
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38,546,662
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-3.72 |
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| 202404 |
13,514,804 |
46,427,927 |
15.49
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5.42
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-10.93 |
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35,391,573
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-10.22 |
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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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| 9200 |
凱基 |
612 |
1026 |
414 |
9600 |
富邦 |
-818 |
323 |
1141 |
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| 1480 |
美商高盛 |
587 |
621 |
34 |
9800 |
元大 |
-593 |
1199 |
1792 |
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| 1650 |
新加坡商瑞銀 |
434 |
476 |
42 |
7000 |
兆豐 |
-161 |
154 |
315 |
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| 1440 |
美林 |
257 |
398 |
141 |
9100 |
群益金鼎 |
-149 |
116 |
265 |
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| 8440 |
摩根大通 |
229 |
287 |
58 |
9A00 |
永豐金 |
-133 |
138 |
271 |
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| 1560 |
港商野村 |
127 |
127 |
0 |
5920 |
元富 |
-94 |
806 |
900 |
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| 1470 |
台灣摩根士丹利 |
106 |
297 |
191 |
8880 |
國泰 |
-87 |
154 |
241 |
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| 1570 |
港商法國興業 |
58 |
58 |
0 |
8560 |
新光 |
-81 |
56 |
137 |
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| 9300 |
華南永昌 |
23 |
335 |
312 |
7030 |
致和 |
-66 |
1 |
67 |
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| 6160 |
中國信託 |
18 |
50 |
32 |
7790 |
國票 |
-55 |
99 |
154 |
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| 20250411 |
AI領軍吹反攻號角！六大電子代工齊漲 交易量突破51萬張 |
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| 20250409 |
金寶營收／3月135億元！AI 產品量產 助年月雙增 |
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| 20250409 |
泰金寶營收／3月109.65億元 不受關稅影響、重返成長軌跡 |
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| 20250328 |
3月28日重要財經行事曆 |
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| 20250312 |
金寶財報／去年純益年增1.19倍、近十年高點 擬配息0.6元創17年來新高 |
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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 |
12.7 |
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10日籌碼集中度 |
10.8 |
優 |
單日買賣超 |
952 |
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| 5日籌碼集中度 |
6.8 |
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20日籌碼集中度 |
6.9 |
優 |
累計買賣超 |
3220 |
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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 |
20808 |
借券餘額 |
49429 |
千張大戶戶數 |
126 |
大戶比例 |
52.81 |
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更新日期： |
2025/5/2 19:33 |
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