2344 |
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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2344 華邦電 |
實收資本額 |
45000 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1995/10/18 |
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發 言
人 |
范祥雲 |
電 話 |
(04)25218168 |
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地 址 |
台中市大雅區中部科學園區科雅一路8號 |
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產 業
別 |
電子上游-IC-製造 |
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主要產品 |
1積體電路2半導體記憶零組件及其系統產品3電腦系統用、數位通訊、用、及週邊設備用之半導體零組件及其系統產品4其他半導體零組件、5電腦軟體程式設計及資料處理6兼營與業務相關之進出口貿易業務 |
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2025/4/25 股價 |
15.80 |
法人買賣超合計(近一日) |
買超 17316.964 張 |
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2025/4/25
漲跌 |
0.40
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法人買賣超合計(近一週) |
買超
9052.69 張 |
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2025/4/25
漲跌幅 |
2.60
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法人買賣超合計(近一月) |
買超
4813.89 張 |
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券 資 比 |
3.67
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投信連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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2024/05/09 |
1.00 |
1.95 |
2001/05/15 |
2023/09/20 |
6.33% |
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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 |
2025/05/27 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/05/09 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/05/30 |
1.00 |
0.00 |
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2023/09/20 |
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6.33% |
0% |
6.33% |
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2021 |
2022/05/31 |
1.00 |
0.00 |
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2022/06/16 |
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6.33% |
0% |
6.33% |
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機構估稅後EPS |
0.39 |
K(9) |
46.3 |
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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) |
20.37 |
D(9) |
49.61 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
40.51 |
周K(9) |
37.83 |
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0.4 |
1.2 |
0.8 |
1.6 |
1 |
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股價淨值比 |
0.78 |
周D(9) |
50.59 |
綜合評分: |
5 |
建議: |
列入追踪 |
目標價: |
18.17 |
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月線乖離率 |
-2.77 |
季線乖離率 |
-8.86 |
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2025/3/28 |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
20*PE |
7.86 |
3*PB |
60.77 |
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股價 |
18.70 |
18.70 |
15.30 |
15.90 |
15.80 |
15*PE |
5.90 |
2*PB |
40.51 |
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成交量(千股) |
336,817 |
177,905 |
322,238 |
320,449 |
430,611 |
10*PE |
3.93 |
1*PB |
20.26 |
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資餘 |
98,144 |
90,306 |
59,536 |
63,469 |
57,913 |
5*PE |
1.97 |
0.5*PB |
10.13 |
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券餘 |
458 |
1,384 |
1,984 |
2,447 |
2,128 |
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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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18,692,003
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21,312,431
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21,483,983
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20,121,351
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19,173,669
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19,505,815
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18,810,867
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營業成本(千) |
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13,610,763
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15,066,094
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14,372,180
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14,559,622
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13,715,891
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13,321,243
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12,917,078
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營業毛利(千) |
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5,081,240
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6,246,337
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7,111,803
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5,561,729
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5,457,778
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6,184,572
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5,893,789
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營業費用(千) |
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5,821,916
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5,974,015
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5,949,329
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5,748,366
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5,883,709
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5,977,737
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6,203,668
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營業利益(千) |
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-740,676 |
272,322
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1,162,474
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-186,637 |
-425,931 |
206,835
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-309,879 |
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營業外收入及支出(千) |
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-39,618 |
-297,253 |
1,180,979
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-239,927 |
220,209
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-763 |
519,535
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稅前純益(千) |
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-780,294 |
-24,931 |
2,343,453
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-426,564 |
-205,722 |
206,072
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209,656
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所得稅(千) |
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-102,139 |
35,143
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630,842
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-161,803 |
-175,744 |
27,845
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-360,025 |
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稅後純益(千) |
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-678,155 |
-60,074 |
1,712,611
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-264,761 |
-29,978 |
178,227
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569,681
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其他綜合損益(千) |
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-5,450,253 |
-270,170 |
-1,263,781 |
-882,048 |
1,409,826
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-1,744,576 |
-2,829,352 |
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綜合損益(千) |
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-6,128,408 |
-330,244 |
448,830
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-1,146,809 |
1,379,848
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-1,566,349 |
-2,259,671 |
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原始每股稅前盈餘(元) |
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-0.17 |
-0.01 |
0.56
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-0.10 |
-0.05 |
0.05
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0.05
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原始每股稅後盈餘(元) |
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-0.14 |
0.00
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0.41
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-0.11 |
-0.09 |
-0.03 |
0.09
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毛利率(%) |
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27.18
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29.31
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33.10
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27.64
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28.46
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31.71
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31.33
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營業利益率(%) |
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-3.96 |
1.28
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5.41
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-0.93 |
-2.22 |
1.06
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-1.65 |
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稅後純益率(%) |
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-3.63 |
-0.28 |
7.97
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-1.32 |
-0.16 |
0.91
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3.03
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稅後權益報酬率(%) |
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-0.66 |
-0.06 |
1.73
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-0.27 |
-0.03 |
0.19
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0.59
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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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202503 |
7,572,802 |
19,992,617 |
19.19
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0.82
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-0.64 |
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創近一年新高 |
19,992,617
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-0.64 |
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202502 |
6,353,503 |
12,419,815 |
4.73
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2.35
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-1.51 |
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18,792,068
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-1.7 |
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202501 |
6,066,312 |
6,066,312 |
-4.80 |
-5.25 |
-5.25 |
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創近一年新低 |
18,660,370
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-3.21 |
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202412 |
6,372,253 |
81,609,768 |
2.42
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-2.08 |
8.80
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0.25
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18,692,003
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-2.51 |
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202411 |
6,221,805 |
75,237,515 |
2.03
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-2.30 |
9.84
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19,551,233
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0.61 |
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202410 |
6,097,945 |
69,015,710 |
-15.68 |
-3.18 |
11.08
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創近一年新低 |
20,326,973
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4.3 |
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202409 |
7,231,483 |
62,917,765 |
3.34
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6.87
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12.69
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0.42
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21,312,431
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9.26 |
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202408 |
6,997,545 |
55,686,282 |
-1.21 |
8.92
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13.49
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21,458,501
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8.77 |
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202407 |
7,083,403 |
48,688,737 |
-3.99 |
12.17
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14.18
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21,586,119
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11.03 |
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202406 |
7,377,553 |
41,605,334 |
3.54
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5.56
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14.53
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0.43
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21,483,983
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14.21 |
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202405 |
7,125,163 |
34,227,781 |
2.06
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16.08
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16.67
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21,617,760
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15.57 |
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202404 |
6,981,267 |
27,102,618 |
-7.06 |
22.82
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16.82
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20,700,032
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13.03 |
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202403 |
7,511,330 |
20,121,351 |
21.01
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9.11
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14.88
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-0.09 |
創近一年新高 |
20,121,351
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14.88 |
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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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1650 |
新加坡商瑞銀 |
4767 |
7496 |
2729 |
9800 |
元大 |
-2325 |
5371 |
7696 |
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8440 |
摩根大通 |
4052 |
4388 |
336 |
9600 |
富邦 |
-2089 |
2291 |
4380 |
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1470 |
台灣摩根士丹利 |
2969 |
3170 |
201 |
9100 |
群益金鼎 |
-1561 |
2393 |
3954 |
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1480 |
美商高盛 |
2345 |
3135 |
790 |
9A00 |
永豐金 |
-1123 |
1834 |
2957 |
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9200 |
凱基 |
1123 |
5729 |
4606 |
5920 |
元富 |
-1042 |
583 |
1625 |
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1560 |
港商野村 |
273 |
283 |
10 |
8880 |
國泰 |
-1014 |
1355 |
2369 |
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5860 |
盈溢 |
29 |
35 |
6 |
9300 |
華南永昌 |
-805 |
916 |
1721 |
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6910 |
德信 |
9 |
21 |
12 |
5380 |
第一金 |
-677 |
692 |
1369 |
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1590 |
花旗環球 |
6 |
6 |
0 |
1440 |
美林 |
-581 |
789 |
1370 |
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6380 |
光和 |
4 |
158 |
154 |
7790 |
國票 |
-525 |
257 |
782 |
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20250425 |
外資買超145億元…買超這檔金融股最多 台積、鴻海也齊買 |
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20250424 |
最牛一輪/華邦電利多 兆豐4C 夯 |
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20250423 |
大摩:記憶體提前拉貨帶動短線漲價 但下半年需求轉弱 |
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20250422 |
三星DDR4傳停產 記憶體股人氣紅不讓、2檔三天飆3成 |
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20250422 |
台股失守萬九大關 下跌312點收18,793點 、台積電跌19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 |
27.8 |
優 |
10日籌碼集中度 |
-6.8 |
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單日買賣超 |
13805 |
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5日籌碼集中度 |
-6.3 |
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20日籌碼集中度 |
-4.7 |
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累計買賣超 |
-95514 |
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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 |
128490 |
借券餘額 |
172929 |
千張大戶戶數 |
186 |
大戶比例 |
52.57 |
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更新日期: |
2025/4/25 19:34 |
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