| 2368 |
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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| 2368 金像電 |
實收資本額 |
4918 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1998/03/09 |
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| 發 言
人 |
楊承蓉 |
電 話 |
(03)4612541 |
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| 地 址 |
桃園市中壢區西園路113號 |
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| 產 業
別 |
電子上游-PCB-製造 |
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| 主要產品 |
雙層、多層印刷電路板之製造加工及買賣業務、各種電腦、電子、通訊、資訊產品及其週邊設備與電子零件、加工 |
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| 2025/5/2 股價 |
209.50 |
法人買賣超合計(近一日) |
買超 1560.577 張 |
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| 2025/5/2
漲跌 |
18.00
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法人買賣超合計(近一週) |
賣超 -338.29 張 |
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| 2025/5/2
漲跌幅 |
9.40
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法人買賣超合計(近一月) |
賣超 -5040.36 張 |
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| 券 資 比 |
10.42
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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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| 2024/05/30 |
3.50 |
0.30 |
2009/11/17 |
2024/06/27 |
1.67% |
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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 |
2025/05/28 |
6.00 |
0.00 |
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2.86% |
0% |
2.86% |
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| 2023 |
2024/05/30 |
3.50 |
0.00 |
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2024/06/27 |
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1.67% |
0% |
1.67% |
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| 2022 |
2023/06/14 |
3.50 |
0.00 |
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2023/04/13 |
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1.67% |
0% |
1.67% |
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| 2021 |
2022/06/08 |
2.20 |
0.00 |
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2022/06/27 |
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1.05% |
0% |
1.05% |
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| 機構估稅後EPS |
15.19 |
K(9) |
78.98 |
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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) |
43.79 |
D(9) |
74.57 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
13.79 |
周K(9) |
52.3 |
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1.6 |
1.2 |
2 |
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1 |
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| 股價淨值比 |
4.78 |
周D(9) |
43.07 |
綜合評分: |
7.8 |
建議: |
列入追踪 |
目標價: |
240.93 |
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| 月線乖離率 |
14.64 |
季線乖離率 |
0.69 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
303.62 |
3*PB |
130.12 |
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| 股價 |
195.00 |
171.00 |
184.50 |
195.00 |
209.50 |
15*PE |
227.72 |
2*PB |
86.75 |
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| 成交量(千股) |
22,249 |
30,180 |
38,543 |
35,099 |
27,378 |
10*PE |
151.81 |
1*PB |
43.37 |
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| 資餘 |
6,937 |
5,201 |
4,631 |
4,585 |
4,499 |
5*PE |
75.91 |
0.5*PB |
21.69 |
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| 券餘 |
145 |
143 |
447 |
543 |
469 |
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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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9,855,846
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10,457,149
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9,573,005
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9,065,890
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8,537,863
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8,245,914
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6,928,593
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| 營業成本(千) |
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7,299,254
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7,080,977
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6,545,477
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6,630,253
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6,166,612
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5,829,384
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5,281,769
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| 營業毛利(千) |
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2,556,592
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3,376,172
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3,027,528
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2,435,637
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2,371,251
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2,416,530
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1,646,824
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| 營業費用(千) |
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921,220
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874,914
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820,330
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698,911
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720,074
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717,443
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603,269
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| 營業利益(千) |
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1,635,716
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2,504,426
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2,200,334
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1,726,567
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1,697,315
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1,656,302
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1,040,987
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| 營業外收入及支出(千) |
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360,981
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-151,743 |
97,785
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116,336
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-51,933 |
53,433
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170,365
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| 稅前純益(千) |
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1,996,697
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2,352,683
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2,298,119
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1,842,903
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1,645,382
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1,709,735
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1,211,352
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| 所得稅(千) |
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714,315
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757,500
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777,436
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625,544
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528,529
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545,747
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393,937
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| 稅後純益(千) |
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1,282,382
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1,595,183
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1,520,683
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1,217,359
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1,116,853
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1,163,988
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817,415
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| 其他綜合損益(千) |
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126,748
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40,766
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94,981
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306,299
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-319,941 |
286,840
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-175,785 |
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| 綜合損益(千) |
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1,409,130
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1,635,949
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1,615,664
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1,523,658
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796,912
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1,450,828
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641,630
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| 原始每股稅前盈餘(元) |
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4.10
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4.83
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4.72
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3.79
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3.38
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3.51
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2.49
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| 原始每股稅後盈餘(元) |
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2.63
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3.28
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3.12
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2.50
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2.29
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2.39
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1.68
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| 毛利率(%) |
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25.94
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32.29
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31.63
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26.87
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27.77
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29.31
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23.77
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| 營業利益率(%) |
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16.60
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23.95
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22.98
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19.04
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19.88
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20.09
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15.02
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| 稅後純益率(%) |
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13.01
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15.25
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15.89
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13.43
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13.08
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14.12
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11.80
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| 稅後權益報酬率(%) |
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6.22
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8.36
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8.71
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7.27
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6.98
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8.07
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6.11
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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 |
4,526,585 |
11,956,364 |
17.25
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51.10
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32.53
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創歷史新高 |
11,956,364
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32.53 |
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| 202502 |
3,860,588 |
7,429,780 |
8.16
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47.26
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23.30
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創歷史新高 |
11,014,709
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28 |
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| 202501 |
3,569,192 |
3,569,192 |
-0.44 |
4.85
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4.85
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10,333,809
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14.74 |
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| 202412 |
3,584,929 |
38,951,890 |
12.74
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38.99
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29.65
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17.26
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創歷史新高 |
9,828,654
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14.9 |
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| 202411 |
3,179,688 |
35,194,865 |
3.77
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5.19
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28.03
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9,577,143
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8.47 |
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| 202410 |
3,064,037 |
32,015,177 |
-8.08 |
3.79
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30.85
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9,969,318
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16.51 |
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| 202409 |
3,333,418 |
29,096,044 |
-6.68 |
16.78
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35.29
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13.20
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10,441,015
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26.98 |
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| 202408 |
3,571,863 |
25,617,721 |
1.02
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29.90
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37.29
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創歷史新高 |
10,278,697
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34.15 |
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| 202407 |
3,535,734 |
22,045,859 |
11.50
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35.02
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38.57
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創歷史新高 |
10,077,124
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39.63 |
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| 202406 |
3,171,100 |
18,638,895 |
-5.91 |
38.26
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40.56
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8.42
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9,488,647
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35.96 |
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| 202405 |
3,370,290 |
15,339,025 |
14.35
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46.22
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39.48
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9,313,297
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31.24 |
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| 202404 |
2,947,257 |
11,968,736 |
-1.62 |
23.83
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37.69
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8,564,677
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28.26 |
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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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| 9600 |
富邦 |
480 |
1239 |
759 |
1470 |
台灣摩根士丹利 |
-341 |
136 |
477 |
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| 1440 |
美林 |
331 |
606 |
275 |
9800 |
元大 |
-273 |
1248 |
1521 |
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| 8880 |
國泰 |
303 |
813 |
510 |
8440 |
摩根大通 |
-272 |
206 |
478 |
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| 7790 |
國票 |
251 |
427 |
176 |
9300 |
華南永昌 |
-260 |
205 |
465 |
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| 1480 |
美商高盛 |
203 |
414 |
211 |
9100 |
群益金鼎 |
-256 |
198 |
454 |
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| 1590 |
花旗環球 |
200 |
201 |
1 |
8840 |
玉山 |
-159 |
194 |
353 |
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| 1360 |
港商麥格理 |
181 |
281 |
100 |
7000 |
兆豐 |
-159 |
168 |
327 |
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| 5850 |
統一 |
161 |
460 |
299 |
5920 |
元富 |
-155 |
186 |
341 |
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| 9A00 |
永豐金 |
154 |
925 |
771 |
8150 |
台新 |
-137 |
110 |
247 |
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| 1560 |
港商野村 |
138 |
164 |
26 |
9200 |
凱基 |
-104 |
1276 |
1380 |
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| 20250502 |
PCB 強勢噴發 台光電頻頻亮燈、這檔爆量漲停鎖死 |
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| 20250429 |
大摩：下游硬體供應鏈七大台廠與 AI 相關、防禦力強 評級「優於大盤」 |
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| 20250428 |
Google 砸750億美元不手軟 台廠相關概念股迎利多 |
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| 20250423 |
川普關稅放軟 台股可以進場了嗎？分析師這樣看 |
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| 20250418 |
台灣科技龍頭股新 TOP 30出爐 00881成分股一進一出 |
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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 |
25.5 |
優 |
10日籌碼集中度 |
6.1 |
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單日買賣超 |
2906 |
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| 5日籌碼集中度 |
8.4 |
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20日籌碼集中度 |
2.6 |
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累計買賣超 |
2618 |
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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 |
8394 |
借券餘額 |
12230 |
千張大戶戶數 |
44 |
大戶比例 |
72.6 |
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更新日期： |
2025/5/2 19:35 |
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