| 2367 |
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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| 2367 燿華 |
實收資本額 |
7094 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1997/12/13 |
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| 發 言
人 |
吳錦芳 |
電 話 |
(02)22685071 |
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| 地 址 |
新北市土城區中山路4巷3號 |
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| 產 業
別 |
電子上游-PCB-製造 |
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| 主要產品 |
印刷電路板 |
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| 2025/5/2 股價 |
24.45 |
法人買賣超合計(近一日) |
買超 165.59 張 |
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| 2025/5/2
漲跌 |
0.35
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法人買賣超合計(近一週) |
買超
771.2 張 |
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| 2025/5/2
漲跌幅 |
1.45
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法人買賣超合計(近一月) |
買超
9849.8 張 |
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| 券 資 比 |
0.24
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自營連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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| 2024/06/26 |
0.30 |
0.20 |
2018/08/10 |
2023/09/01 |
1.23% |
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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 |
2025/06/17 |
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| 2023 |
2024/06/26 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2022 |
2023/06/15 |
0.30 |
0.00 |
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2023/09/01 |
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1.23% |
0% |
1.23% |
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| 2021 |
2022/06/21 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 機構估稅後EPS |
2.35 |
K(9) |
77.83 |
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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) |
17.87 |
D(9) |
73.28 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
10.40 |
周K(9) |
31.59 |
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1.2 |
1.6 |
1.6 |
1.2 |
0.5 |
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| 股價淨值比 |
1.37 |
周D(9) |
27 |
綜合評分: |
6.1 |
建議: |
列入追踪 |
目標價: |
28.12 |
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| 月線乖離率 |
5.18 |
季線乖離率 |
-11.25 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
47.02 |
3*PB |
52.02 |
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| 股價 |
27.10 |
21.85 |
23.10 |
23.40 |
24.45 |
15*PE |
35.26 |
2*PB |
34.68 |
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| 成交量(千股) |
16,624 |
28,994 |
23,601 |
16,612 |
19,803 |
10*PE |
23.51 |
1*PB |
17.34 |
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| 資餘 |
35,811 |
27,333 |
27,372 |
27,371 |
27,758 |
5*PE |
11.75 |
0.5*PB |
8.67 |
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| 券餘 |
209 |
0 |
7 |
37 |
67 |
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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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4,480,220
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4,759,316
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5,129,163
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4,163,299
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3,629,456
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3,836,971
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4,031,496
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| 營業成本(千) |
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3,662,644
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3,748,439
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4,056,903
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3,482,374
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3,254,339
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3,396,966
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3,579,188
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| 營業毛利(千) |
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817,576
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1,010,877
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1,072,260
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680,925
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375,117
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440,005
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452,308
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| 營業費用(千) |
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539,777
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540,814
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518,471
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423,897
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457,235
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436,103
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438,000
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| 營業利益(千) |
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277,799
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470,063
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553,789
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257,028
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-82,118 |
3,902
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14,308
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| 營業外收入及支出(千) |
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145,302
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-113,339 |
92 |
35,333
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-171,119 |
12,957
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266,740
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| 稅前純益(千) |
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423,101
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356,724
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553,881
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292,361
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-253,237 |
16,859
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281,048
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| 所得稅(千) |
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23,182
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4,621
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-6,086 |
16,560
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-20,987 |
4,437
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9,919
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| 稅後純益(千) |
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399,919
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352,103
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559,967
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275,801
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-232,250 |
12,422
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271,129
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| 其他綜合損益(千) |
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-22,941 |
-41,433 |
34,819
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214,361
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-165,833 |
118,126
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-173,782 |
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| 綜合損益(千) |
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376,978
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310,670
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594,786
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490,162
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-398,083 |
130,548
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97,347
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| 原始每股稅前盈餘(元) |
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0.60
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0.53
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0.83
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0.44
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-0.38 |
0.03
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0.42
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| 原始每股稅後盈餘(元) |
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0.56
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0.53
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0.84
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0.41
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-0.35 |
0.02
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0.41
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| 毛利率(%) |
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18.25
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21.24
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20.91
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16.36
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10.34
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11.47
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11.22
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| 營業利益率(%) |
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6.20
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9.88
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10.80
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6.17
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-2.26 |
0.10
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0.35
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| 稅後純益率(%) |
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8.93
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7.40
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10.92
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6.62
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-6.40 |
0.32
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6.73
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| 稅後權益報酬率(%) |
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3.35
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3.18
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5.28
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2.74
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-2.32 |
0.12
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2.67
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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 |
1,545,033 |
4,337,449 |
6.06
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-4.41 |
4.18
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4,337,449
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4.18 |
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| 202502 |
1,456,751 |
2,792,415 |
9.07
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20.42
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9.63
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4,312,472
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18.5 |
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| 202501 |
1,335,665 |
1,335,665 |
-12.13 |
-0.12 |
-0.12 |
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4,360,303
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16.96 |
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| 202412 |
1,520,056 |
18,531,998 |
1.03
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39.16
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23.87
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2.29
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4,480,220
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23.44 |
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| 202411 |
1,504,582 |
17,011,942 |
3.37
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15.89
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22.67
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4,491,189
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18.57 |
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| 202410 |
1,455,582 |
15,507,360 |
-4.93 |
17.50
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23.37
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4,593,485
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20.25 |
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| 202409 |
1,531,025 |
14,051,778 |
-4.72 |
22.41
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24.01
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1.70
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4,759,316
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24.04 |
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| 202408 |
1,606,878 |
12,520,753 |
-0.90 |
20.78
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24.21
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4,859,834
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23 |
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| 202407 |
1,621,413 |
10,913,875 |
-0.62 |
29.10
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24.73
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4,940,150
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22.96 |
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| 202406 |
1,631,543 |
9,292,462 |
-3.30 |
19.54
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23.99
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1.19
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5,129,163
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27.23 |
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| 202405 |
1,687,194 |
7,660,920 |
-6.81 |
20.76
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24.98
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5,113,899
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25.85 |
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| 202404 |
1,810,426 |
5,973,725 |
12.01
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42.60
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26.23
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創近一年新高 |
4,636,400
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25.48 |
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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 |
147 |
199 |
52 |
9800 |
元大 |
-188 |
423 |
611 |
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| 7000 |
兆豐 |
112 |
242 |
130 |
9100 |
群益金鼎 |
-180 |
77 |
257 |
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| 1440 |
美林 |
91 |
126 |
35 |
9200 |
凱基 |
-128 |
316 |
444 |
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| 8560 |
新光 |
75 |
222 |
147 |
1040 |
臺銀證券 |
-126 |
5 |
131 |
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| 8150 |
台新 |
66 |
149 |
83 |
5920 |
元富 |
-70 |
158 |
228 |
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| 8440 |
摩根大通 |
63 |
91 |
28 |
9A00 |
永豐金 |
-14 |
63 |
77 |
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| 1480 |
美商高盛 |
62 |
113 |
51 |
8840 |
玉山 |
-13 |
16 |
29 |
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| 1470 |
台灣摩根士丹利 |
55 |
57 |
2 |
1560 |
港商野村 |
-12 |
0 |
12 |
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| 9300 |
華南永昌 |
36 |
175 |
139 |
6160 |
中國信託 |
-10 |
22 |
32 |
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| 1590 |
花旗環球 |
13 |
13 |
0 |
5960 |
日茂 |
-5 |
1 |
6 |
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| 20250421 |
4月庫藏大軍全都露 這檔獨掛漲停、世紀鋼重挫 |
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| 20250414 |
PCB 族群掀漲停！AWS 伺服器、800G雙引擎助攻點火 |
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| 20250410 |
川普關稅震撼 PCB 族群公司護盤 尖點邑昇跟進啟動庫藏股 |
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| 20250409 |
川普關稅震撼！PCB 股價跌不停、公司派護盤自救 燿華及定穎開第一槍 |
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| 20250314 |
燿華財報／去年每股稅後純益2.36元 全年順利轉盈 |
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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 |
-0.6 |
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10日籌碼集中度 |
6.5 |
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單日買賣超 |
-21 |
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| 5日籌碼集中度 |
3 |
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20日籌碼集中度 |
6.5 |
優 |
累計買賣超 |
2453 |
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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 |
29930 |
借券餘額 |
35920 |
千張大戶戶數 |
48 |
大戶比例 |
27.52 |
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更新日期： |
2025/5/2 19:35 |
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