| 2353 |
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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| 2353 宏碁 |
實收資本額 |
30479 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1996/09/18 |
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| 發 言
人 |
陳怡如 |
電 話 |
(02)27195000 |
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| 地 址 |
台北市松山區復興北路369號7樓之5 |
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| 產 業
別 |
電子下游-筆記型電腦 |
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| 主要產品 |
從事資訊產品、軟體及維修服務之通路銷售 |
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| 2025/5/2 股價 |
34.05 |
法人買賣超合計(近一日) |
賣超 -6039.766 張 |
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| 2025/5/2
漲跌 |
-0.85
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法人買賣超合計(近一週) |
買超
1212.1 張 |
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| 2025/5/2
漲跌幅 |
-2.44
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法人買賣超合計(近一月) |
買超
15824.45 張 |
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| 券 資 比 |
0.86
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投信連2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 |
1.60 |
0.01 |
2010/07/19 |
2024/06/20 |
4.70% |
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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 |
1.70 |
0.00 |
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2025/06/19 |
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4.99% |
0% |
4.99% |
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| 2023 |
2024/05/31 |
1.60 |
0.00 |
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2024/06/20 |
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4.7% |
0% |
4.7% |
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| 2022 |
2023/06/06 |
1.50 |
0.00 |
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2023/06/29 |
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4.41% |
0% |
4.41% |
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| 2021 |
2022/06/10 |
2.28 |
0.00 |
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2022/06/30 |
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6.7% |
0% |
6.7% |
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| 機構估稅後EPS |
2.23 |
K(9) |
87.79 |
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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) |
25.56 |
D(9) |
86.26 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
15.27 |
周K(9) |
43.26 |
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0.8 |
0.8 |
1.2 |
1.2 |
1.5 |
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| 股價淨值比 |
1.33 |
周D(9) |
39.24 |
綜合評分: |
5.5 |
建議: |
列入追踪 |
目標價: |
36.91 |
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| 月線乖離率 |
6.31 |
季線乖離率 |
-6.25 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
44.51 |
3*PB |
75.67 |
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| 股價 |
37.05 |
30.60 |
31.45 |
32.85 |
34.05 |
15*PE |
33.38 |
2*PB |
50.44 |
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| 成交量(千股) |
43,389 |
94,010 |
102,459 |
75,120 |
47,246 |
10*PE |
22.25 |
1*PB |
25.22 |
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| 資餘 |
36,422 |
24,658 |
27,759 |
26,258 |
26,666 |
5*PE |
11.13 |
0.5*PB |
12.61 |
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| 券餘 |
116 |
680 |
418 |
434 |
228 |
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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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66,021,360
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72,690,797
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67,138,026
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58,832,224
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63,145,636
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67,444,821
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58,260,653
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| 營業成本(千) |
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59,065,350
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65,015,102
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59,959,687
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52,636,427
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56,234,535
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60,150,982
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52,005,259
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| 營業毛利(千) |
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6,956,010
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7,675,695
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7,178,339
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6,195,797
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6,911,101
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7,293,839
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6,255,394
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| 營業費用(千) |
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5,966,000
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6,107,366
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5,736,189
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5,428,063
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5,530,073
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5,768,293
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5,221,092
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| 營業利益(千) |
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1,023,516
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1,603,453
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1,467,864
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780,989
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1,394,622
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1,546,121
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1,046,139
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| 營業外收入及支出(千) |
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1,416,342
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577,473
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768,856
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1,335,851
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264,473
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1,430,741
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1,174,336
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| 稅前純益(千) |
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2,439,858
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2,180,926
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2,236,720
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2,116,840
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1,659,095
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2,976,862
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2,220,475
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| 所得稅(千) |
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846,201
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552,826
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617,457
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739,104
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479,128
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781,827
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625,218
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| 稅後純益(千) |
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1,593,657
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1,628,100
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1,619,263
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1,377,736
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1,179,967
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2,195,035
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1,595,257
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| 其他綜合損益(千) |
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29,732
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-1,073,557 |
-269,395 |
2,708,247
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-2,023,121 |
3,008,649
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5,943,953
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| 綜合損益(千) |
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1,623,389
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554,543
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1,349,868
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4,085,983
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-843,154 |
5,203,684
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7,539,210
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| 原始每股稅前盈餘(元) |
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0.81
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0.73
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0.74
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0.70
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0.55
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0.99
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0.74
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| 原始每股稅後盈餘(元) |
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0.48
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0.50
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0.47
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0.40
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0.34
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0.67
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0.46
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| 毛利率(%) |
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10.54
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10.56
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10.69
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10.53
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10.94
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10.81
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10.74
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| 營業利益率(%) |
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1.55
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2.21
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2.19
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1.33
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2.21
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2.29
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1.80
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| 稅後純益率(%) |
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2.41
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2.24
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2.41
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2.34
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1.87
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3.25
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2.74
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| 稅後權益報酬率(%) |
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1.94
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2.02
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2.03
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1.73
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1.47
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2.82
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2.23
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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 |
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| 202503 |
29,275,230 |
61,421,672 |
71.47
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6.52
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4.41
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創近一年新高 |
61,421,672
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4.41 |
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| 202502 |
17,073,056 |
32,146,441 |
13.27
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5.94
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2.56
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56,699,078
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3.04 |
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| 202501 |
15,073,385 |
15,073,385 |
-38.61 |
-1.03 |
-1.03 |
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創近一年新低 |
62,375,479
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5.69 |
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| 202412 |
24,552,637 |
264,682,407 |
7.93
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3.69
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9.70
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2.94
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66,121,796
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4.72 |
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| 202411 |
22,749,457 |
240,155,076 |
20.88
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13.13
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10.35
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67,879,201
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0.52 |
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| 202410 |
18,819,702 |
217,405,619 |
-28.47 |
-2.75 |
10.07
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67,952,235
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-1.67 |
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| 202409 |
26,310,042 |
198,661,047 |
15.28
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-6.25 |
11.51
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2.14
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72,584,367
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7.57 |
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| 202408 |
22,822,491 |
172,275,875 |
-2.68 |
5.24
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14.77
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74,467,700
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13.3 |
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| 202407 |
23,451,834 |
149,453,384 |
-16.82 |
32.32
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16.38
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72,775,538
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17.14 |
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| 202406 |
28,193,375 |
125,970,250 |
33.43
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7.12
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13.78
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1.43
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創近一年新高 |
67,174,033
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15.35 |
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| 202405 |
21,130,329 |
97,808,176 |
18.38
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16.85
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15.92
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66,462,948
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18.55 |
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| 202404 |
17,850,329 |
76,677,847 |
-35.05 |
29.07
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15.67
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61,447,994
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16.7 |
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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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| 1020 |
合庫 |
2982 |
2993 |
11 |
1470 |
台灣摩根士丹利 |
-4934 |
16 |
4950 |
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| 1590 |
花旗環球 |
1084 |
1106 |
22 |
8440 |
摩根大通 |
-1504 |
16 |
1520 |
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| 9800 |
元大 |
1042 |
2132 |
1090 |
9600 |
富邦 |
-1101 |
1273 |
2374 |
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| 9A00 |
永豐金 |
831 |
1099 |
268 |
9300 |
華南永昌 |
-751 |
453 |
1204 |
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| 8880 |
國泰 |
617 |
937 |
320 |
1480 |
美商高盛 |
-250 |
164 |
414 |
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| 1360 |
港商麥格理 |
449 |
449 |
0 |
1560 |
港商野村 |
-236 |
0 |
236 |
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| 7000 |
兆豐 |
280 |
370 |
90 |
9200 |
凱基 |
-155 |
1134 |
1289 |
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| 5920 |
元富 |
262 |
468 |
206 |
8960 |
香港上海匯豐 |
-139 |
0 |
139 |
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| 8840 |
玉山 |
217 |
387 |
170 |
1440 |
美林 |
-108 |
229 |
337 |
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| 7790 |
國票 |
168 |
286 |
118 |
5320 |
高橋 |
-28 |
17 |
45 |
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| 20250429 |
宏碁樂觀AI PC出貨 |
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| 20250428 |
台股二戰兩萬點告捷！這些強勢股尾盤再獲點火 |
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| 20250427 |
大摩：PC市場展望轉保守 看淡技嘉、華碩等6檔供應鏈 |
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| 20250425 |
外資本周買超275億元 買超最多竟是它、台積電則居第二名 |
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| 20250424 |
美系外資有憂慮 一口氣調降這幾檔PC股評等及目標價 |
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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 |
-28.9 |
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10日籌碼集中度 |
7.7 |
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單日買賣超 |
-4842 |
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| 5日籌碼集中度 |
4.2 |
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20日籌碼集中度 |
3.4 |
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累計買賣超 |
1832 |
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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 |
177308 |
借券餘額 |
201045 |
千張大戶戶數 |
202 |
大戶比例 |
44.73 |
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更新日期： |
2025/5/2 19:34 |
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