| 2383 |
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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| 2383 台光電 |
實收資本額 |
3466 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1998/11/27 |
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| 發 言
人 |
莊育清 |
電 話 |
(03)4837937 |
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| 地 址 |
桃園市觀音區觀音工業區大同一路18號 |
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| 產 業
別 |
電子上游-PCB-材料設備 |
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| 主要產品 |
銅箔基板、黏合片、多層壓合板 |
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| 2025/5/2 股價 |
611.00 |
法人買賣超合計(近一日) |
買超 2673.165 張 |
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| 2025/5/2
漲跌 |
55.00
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法人買賣超合計(近一週) |
買超
2949.25 張 |
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| 2025/5/2
漲跌幅 |
9.89
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法人買賣超合計(近一月) |
賣超 -386.1 張 |
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| 券 資 比 |
20.37
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外資連3買 |
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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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| 2024/05/29 |
8.41 |
0.25 |
2011/08/04 |
2023/08/24 |
1.38% |
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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 |
2025/05/14 |
17.00 |
0.00 |
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2.78% |
0% |
2.78% |
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| 2023 |
2024/05/29 |
9.98 |
0.00 |
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2024/08/29 |
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1.63% |
0% |
1.63% |
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| 2022 |
2023/05/31 |
8.41 |
0.00 |
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2023/08/24 |
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1.38% |
0% |
1.38% |
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| 2021 |
2022/05/26 |
10.00 |
0.00 |
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2022/08/25 |
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1.64% |
0% |
1.64% |
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| 機構估稅後EPS |
38.96 |
K(9) |
89.95 |
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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) |
96.00 |
D(9) |
82.38 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
15.68 |
周K(9) |
62.66 |
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1.6 |
1.6 |
1.6 |
2 |
1.5 |
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| 股價淨值比 |
6.36 |
周D(9) |
51.85 |
綜合評分: |
8.3 |
建議: |
列入追踪 |
目標價: |
695.69 |
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| 月線乖離率 |
18.4 |
季線乖離率 |
7.56 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
778.34 |
3*PB |
303.98 |
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| 股價 |
527.00 |
492.00 |
522.00 |
566.00 |
611.00 |
15*PE |
583.76 |
2*PB |
202.65 |
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| 成交量(千股) |
14,440 |
30,742 |
27,569 |
21,370 |
22,493 |
10*PE |
389.17 |
1*PB |
101.33 |
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| 資餘 |
4,597 |
3,801 |
4,004 |
3,756 |
3,681 |
5*PE |
194.59 |
0.5*PB |
50.66 |
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| 券餘 |
378 |
591 |
754 |
785 |
750 |
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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) |
21,680,064
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18,562,104
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17,463,096
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15,449,067
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12,902,460
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12,882,143
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11,874,501
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9,180,446
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| 營業成本(千) |
15,089,738
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13,280,844
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12,747,903
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11,214,038
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9,164,316
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9,230,727
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8,290,373
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6,655,317
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| 營業毛利(千) |
6,590,326
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5,281,260
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4,715,193
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4,235,029
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3,738,144
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3,651,416
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3,584,128
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2,525,129
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| 營業費用(千) |
2,050,591
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1,756,108
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1,548,109
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1,311,409
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1,202,391
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1,200,193
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1,077,787
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905,856
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| 營業利益(千) |
4,539,735
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3,525,152
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3,167,084
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2,923,620
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2,535,753
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2,451,223
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2,506,341
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1,619,273
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| 營業外收入及支出(千) |
127,752
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-154,989 |
6,871
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51,622
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77,818
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76,946
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67,844
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-31,118 |
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| 稅前純益(千) |
4,667,487
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3,370,163
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3,173,955
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2,975,242
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2,613,571
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2,528,169
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2,574,185
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1,588,155
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| 所得稅(千) |
1,200,333
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726,415
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659,300
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541,705
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636,526
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542,288
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551,754
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587,854
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| 稅後純益(千) |
3,467,154
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2,643,748
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2,514,655
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2,433,537
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1,977,045
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1,985,881
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2,022,431
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1,000,301
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| 其他綜合損益(千) |
570,930
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-271,057 |
519,184
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180,360
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395,414
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-403,368 |
523,244
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-505,848 |
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| 綜合損益(千) |
4,038,084
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2,372,691
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3,033,839
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2,613,897
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2,372,459
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1,582,513
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2,545,675
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494,453
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| 原始每股稅前盈餘(元) |
13.46
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9.72
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9.19
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8.63
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7.59
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7.37
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7.54
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4.77
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| 原始每股稅後盈餘(元) |
10.00
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7.64
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7.29
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7.07
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5.75
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5.79
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5.92
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3.00
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| 毛利率(%) |
30.40
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28.45
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27.00
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27.41
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28.97
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28.34
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30.18
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27.51
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| 營業利益率(%) |
20.94
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18.99
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18.14
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18.92
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19.65
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19.03
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21.11
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17.64
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| 稅後純益率(%) |
15.99
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14.24
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14.40
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15.75
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15.32
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15.42
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17.03
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10.90
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| 稅後權益報酬率(%) |
10.14
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7.87
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8.28
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8.91
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7.49
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7.69
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8.96
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4.99
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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 |
7,668,109 |
21,680,064 |
9.08
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64.77
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68.03
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13.46
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創歷史新高 |
21,680,064
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68.03 |
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| 202502 |
7,029,925 |
14,016,146 |
0.63
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86.76
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69.92
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創歷史新高 |
20,426,392
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62.68 |
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| 202501 |
6,986,221 |
6,986,221 |
8.99
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55.78
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55.78
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創歷史新高 |
19,732,737
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51.59 |
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| 202412 |
6,410,246 |
64,376,727 |
1.17
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48.81
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55.90
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35.02
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創歷史新高 |
18,564,316
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44.12 |
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| 202411 |
6,336,270 |
57,968,653 |
8.91
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49.98
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56.73
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創歷史新高 |
18,094,635
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40.15 |
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| 202410 |
5,817,800 |
51,632,383 |
-2.07 |
33.78
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57.60
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17,499,574
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39.14 |
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| 202409 |
5,940,565 |
45,814,623 |
3.47
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36.97
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61.24
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25.29
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創歷史新高 |
17,463,540
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47.07 |
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| 202408 |
5,741,209 |
39,874,018 |
-0.70 |
47.54
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65.61
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16,769,454
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55.81 |
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| 202407 |
5,781,766 |
34,132,808 |
10.20
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58.58
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69.10
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創歷史新高 |
16,170,208
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61.34 |
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| 202406 |
5,246,479 |
28,351,527 |
2.03
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62.65
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71.42
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16.13
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創歷史新高 |
15,448,569
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68.28 |
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| 202405 |
5,141,963 |
23,104,564 |
1.62
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63.20
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73.54
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創歷史新高 |
14,855,820
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69.76 |
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| 202404 |
5,060,127 |
17,962,601 |
8.73
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80.49
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76.75
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創歷史新高 |
13,477,915
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69.2 |
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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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| 9200 |
凱基 |
765 |
2002 |
1237 |
9800 |
元大 |
-603 |
789 |
1392 |
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| 1650 |
新加坡商瑞銀 |
550 |
729 |
179 |
9A00 |
永豐金 |
-362 |
301 |
663 |
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| 1470 |
台灣摩根士丹利 |
406 |
430 |
24 |
5850 |
統一 |
-325 |
83 |
408 |
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| 1440 |
美林 |
382 |
525 |
143 |
9100 |
群益金鼎 |
-189 |
171 |
360 |
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| 1560 |
港商野村 |
361 |
386 |
25 |
9300 |
華南永昌 |
-159 |
64 |
223 |
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| 1360 |
港商麥格理 |
227 |
307 |
80 |
5380 |
第一金 |
-155 |
34 |
189 |
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| 1480 |
美商高盛 |
208 |
346 |
138 |
8150 |
台新 |
-147 |
179 |
326 |
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| 1380 |
台灣匯立 |
90 |
90 |
0 |
9600 |
富邦 |
-134 |
745 |
879 |
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| 6950 |
福勝 |
84 |
85 |
1 |
8880 |
國泰 |
-118 |
216 |
334 |
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| 8440 |
摩根大通 |
33 |
233 |
200 |
8560 |
新光 |
-99 |
79 |
178 |
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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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| 20250502 |
台光電第1季財報優於預期 法人為後市持續按讚 |
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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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| 20250430 |
台光電財報／首季EPS 10.01元賺逾一股本 創下六個新高 |
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| 20250429 |
台股上漲198點收20,232點 台積電上揚5元收902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 |
26.9 |
優 |
10日籌碼集中度 |
7.7 |
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單日買賣超 |
2488 |
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| 5日籌碼集中度 |
11.5 |
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20日籌碼集中度 |
3 |
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累計買賣超 |
2301 |
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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 |
9642 |
借券餘額 |
15709 |
千張大戶戶數 |
48 |
大戶比例 |
56.45 |
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更新日期： |
2025/5/2 19:35 |
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