2317 |
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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2317 鴻海 |
實收資本額 |
138917 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1991/06/18 |
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發 言
人 |
巫俊毅 |
電 話 |
(02)2268-3466 |
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地 址 |
新北市土城區自由街2號 |
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產 業
別 |
電子中游-EMS |
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主要產品 |
電腦系統設備及其週邊之連接器等、線纜組件及殼體,基座之開發、設計、製造及銷售等、精密模具之製造及銷售等 |
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2025/5/2 股價 |
147.50 |
法人買賣超合計(近一日) |
買超 25576.792 張 |
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2025/5/2
漲跌 |
6.00
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法人買賣超合計(近一週) |
買超
51368.99 張 |
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2025/5/2
漲跌幅 |
4.24
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法人買賣超合計(近一月) |
買超
26539.81 張 |
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券 資 比 |
2.77
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投信連6買 |
自營連3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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2024/05/31 |
5.40 |
1.00 |
2016/09/02 |
2024/07/02 |
3.66% |
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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 |
5.80 |
0.00 |
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3.93% |
0% |
3.93% |
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2023 |
2024/05/31 |
5.40 |
0.00 |
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2024/07/02 |
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3.66% |
0% |
3.66% |
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2022 |
2023/05/31 |
5.30 |
0.00 |
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2023/07/04 |
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3.59% |
0% |
3.59% |
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2021 |
2022/05/31 |
5.20 |
0.00 |
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2022/07/04 |
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3.53% |
0% |
3.53% |
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機構估稅後EPS |
14.34 |
K(9) |
86.06 |
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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) |
118.45 |
D(9) |
77.84 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
10.29 |
周K(9) |
37.99 |
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1.6 |
1.6 |
2 |
1.2 |
1.5 |
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股價淨值比 |
1.25 |
周D(9) |
29.8 |
綜合評分: |
7.9 |
建議: |
列入追踪 |
目標價: |
168.05 |
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月線乖離率 |
8.1 |
季線乖離率 |
-7.62 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
286.41 |
3*PB |
354.00 |
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股價 |
153.50 |
134.50 |
135.50 |
139.00 |
147.50 |
15*PE |
214.81 |
2*PB |
236.00 |
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成交量(千股) |
231,112 |
1,040,097 |
452,942 |
246,106 |
190,044 |
10*PE |
143.20 |
1*PB |
118.00 |
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資餘 |
95,003 |
71,933 |
68,590 |
66,009 |
63,648 |
5*PE |
71.60 |
0.5*PB |
59.00 |
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券餘 |
1,984 |
1,533 |
2,032 |
1,914 |
1,765 |
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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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2,130,503,832
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1,854,569,119
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1,550,550,895
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1,323,991,647
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1,852,072,177
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1,543,163,653
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1,304,548,195
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營業成本(千) |
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1,999,460,264
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1,739,835,632
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1,451,044,272
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1,240,329,407
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1,738,789,844
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1,440,410,156
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1,220,971,011
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營業毛利(千) |
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131,043,568
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114,733,487
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99,506,623
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83,662,240
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113,282,333
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102,753,497
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83,577,184
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營業費用(千) |
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66,562,710
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59,962,113
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54,902,160
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46,911,708
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64,352,160
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56,603,595
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52,651,789
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營業利益(千) |
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64,480,858
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54,771,374
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44,604,463
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36,750,532
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48,930,173
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46,149,902
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30,925,395
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營業外收入及支出(千) |
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-1,167,447 |
12,881,837
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3,795,374
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-4,241,834 |
17,968,110
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11,067,499
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16,779,849
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稅前純益(千) |
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63,313,411
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67,653,211
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48,399,837
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32,508,698
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66,898,283
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57,217,401
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47,705,244
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所得稅(千) |
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10,796,534
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12,308,423
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9,454,869
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7,636,096
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8,641,244
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9,727,497
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12,262,154
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稅後純益(千) |
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52,516,877
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55,344,788
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38,944,968
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24,872,602
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58,257,039
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47,489,904
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35,443,090
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其他綜合損益(千) |
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-2,732,963 |
15,394,928
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13,373,327
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52,632,234
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-55,163,440 |
54,644,223
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-45,614,250 |
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綜合損益(千) |
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49,783,914
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70,739,716
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52,318,295
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77,504,836
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3,093,599
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102,134,127
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-10,171,160 |
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原始每股稅前盈餘(元) |
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4.56
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4.88
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3.49
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2.35
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4.83
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4.13
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3.44
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原始每股稅後盈餘(元) |
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3.34
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3.56
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2.53
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1.59
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3.83
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3.11
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2.38
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毛利率(%) |
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6.15
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6.19
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6.42
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6.32
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6.12
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6.66
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6.41
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營業利益率(%) |
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3.03
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2.95
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2.88
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2.78
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2.64
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2.99
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2.37
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稅後純益率(%) |
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2.46
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2.98
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2.51
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1.88
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3.15
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3.08
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2.72
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稅後權益報酬率(%) |
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2.88
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3.15
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2.28
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1.47
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3.45
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2.90
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2.22
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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 |
552,124,573 |
1,642,173,213 |
0.13
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23.37
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24.20
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1,642,173,213
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24.2 |
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202502 |
551,382,882 |
1,090,048,641 |
2.36
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56.43
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24.63
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1,744,874,059
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30.73 |
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202501 |
538,665,759 |
538,665,759 |
-17.74 |
3.16
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3.16
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1,866,076,518
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14.32 |
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202412 |
654,825,418 |
6,859,615,493 |
-2.64 |
42.31
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11.32
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15.25
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2,132,258,405
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15.17 |
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202411 |
672,585,341 |
6,205,062,377 |
-16.43 |
3.47
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8.87
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2,210,456,944
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7.72 |
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202410 |
804,847,646 |
5,532,477,036 |
9.80
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8.59
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9.57
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創近一年新高 |
2,086,183,544
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14.96 |
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202409 |
733,023,957 |
4,729,111,661 |
33.69
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10.94
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9.73
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10.69
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1,853,687,765
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20.15 |
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202408 |
548,311,941 |
3,994,605,433 |
-4.20 |
32.81
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9.52
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1,611,389,082
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23.49 |
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202407 |
572,351,867 |
3,446,293,492 |
16.63
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21.98
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6.54
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1,613,234,382
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20.15 |
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202406 |
490,725,274 |
2,874,542,542 |
-10.80 |
16.07
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3.89
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5.82
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1,551,778,912
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19.12 |
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202405 |
550,157,241 |
2,383,216,352 |
7.68
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22.06
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1.73
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1,508,594,202
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17.84 |
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202404 |
510,896,397 |
1,833,059,111 |
14.16
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19.03
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-3.11 |
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1,310,917,637
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6.44 |
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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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8440 |
摩根大通 |
6394 |
8600 |
2206 |
9800 |
元大 |
-4320 |
6420 |
10740 |
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1650 |
新加坡商瑞銀 |
4759 |
5957 |
1198 |
9600 |
富邦 |
-2920 |
5746 |
8666 |
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1440 |
美林 |
3715 |
4144 |
429 |
9A00 |
永豐金 |
-1889 |
1448 |
3337 |
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1470 |
台灣摩根士丹利 |
3645 |
3794 |
149 |
8880 |
國泰 |
-1615 |
1178 |
2793 |
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1480 |
美商高盛 |
3352 |
5018 |
1666 |
5850 |
統一 |
-1098 |
418 |
1516 |
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1380 |
台灣匯立 |
564 |
1473 |
909 |
8840 |
玉山 |
-1018 |
513 |
1531 |
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1560 |
港商野村 |
232 |
548 |
316 |
5920 |
元富 |
-922 |
1122 |
2044 |
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1590 |
花旗環球 |
96 |
912 |
816 |
7000 |
兆豐 |
-853 |
502 |
1355 |
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6480 |
福邦 |
82 |
90 |
8 |
9100 |
群益金鼎 |
-804 |
1052 |
1856 |
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6950 |
福勝 |
75 |
130 |
55 |
5380 |
第一金 |
-764 |
683 |
1447 |
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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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20250502 |
5月2日 五件財經大事搶先看 |
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20250502 |
AI 股強勢反攻 台積電領漲、聯發科陷1300元攻防戰 |
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20250502 |
台股五多 點火520行情…吸引買盤歸隊 |
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20250502 |
台積電周漲6.98%、台股飆4.6% 520行情真的來了? |
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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 |
36.5 |
優 |
10日籌碼集中度 |
11.7 |
優 |
單日買賣超 |
21820 |
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5日籌碼集中度 |
17.5 |
優 |
20日籌碼集中度 |
0.3 |
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累計買賣超 |
-1198 |
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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 |
102405 |
借券餘額 |
232484 |
千張大戶戶數 |
669 |
大戶比例 |
61.59 |
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更新日期: |
2025/5/2 19:33 |
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