2412 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2412 中華電 |
實收資本額 |
77574 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2000/10/27 |
|
|
|
|
|
|
|
|
|
發 言
人 |
許文馨 |
電 話 |
(02)23941845 |
|
|
|
|
|
|
|
|
|
地 址 |
台北市信義路一段二十一之三號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子下游-電信服務 |
|
|
|
|
|
|
|
|
|
主要產品 |
個人家庭58.76%、企業客戶34.57%、國際電信4.14%(電信事業) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
128.50 |
法人買賣超合計(近一日) |
賣超 -1150.285 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
-1.00
|
法人買賣超合計(近一週) |
買超
7838.9 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
-0.77
|
法人買賣超合計(近一月) |
買超
52905.09 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
17.65
|
|
投信連5賣 |
自營連2賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/05/31 |
4.76 |
1.00 |
2009/08/03 |
2024/07/04 |
3.70% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/05/29 |
5.00 |
0.00 |
|
|
|
3.89% |
0% |
3.89% |
|
|
|
|
2023 |
2024/05/31 |
4.76 |
0.00 |
|
2024/07/04 |
|
3.7% |
0% |
3.7% |
|
|
|
|
2022 |
2023/05/26 |
4.70 |
0.00 |
|
2023/06/29 |
|
3.66% |
0% |
3.66% |
|
|
|
|
2021 |
2022/05/27 |
4.61 |
0.00 |
|
2022/06/30 |
|
3.59% |
0% |
3.59% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
4.96 |
K(9) |
69.14 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
49.62 |
D(9) |
58.86 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
25.91 |
周K(9) |
77.91 |
|
0.8 |
0.8 |
1.6 |
1.2 |
0.5 |
|
|
|
|
股價淨值比 |
2.59 |
周D(9) |
82.98 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
138.32 |
|
|
|
|
月線乖離率 |
0.61 |
季線乖離率 |
0.7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
99.23 |
3*PB |
148.84 |
|
|
|
|
股價 |
130.00 |
128.50 |
128.00 |
126.50 |
128.50 |
15*PE |
74.42 |
2*PB |
99.23 |
|
|
|
|
成交量(千股) |
34,161 |
183,028 |
53,177 |
54,757 |
44,991 |
10*PE |
49.61 |
1*PB |
49.61 |
|
|
|
|
資餘 |
1,536 |
4,055 |
2,824 |
2,756 |
1,637 |
5*PE |
24.81 |
0.5*PB |
24.81 |
|
|
|
|
券餘 |
33 |
766 |
458 |
295 |
289 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
65,295,612
|
55,613,476
|
54,115,733
|
54,943,471
|
61,866,758
|
53,657,946
|
53,463,651
|
|
|
|
|
營業成本(千) |
|
43,634,604
|
35,207,760
|
33,286,141
|
34,454,292
|
41,218,529
|
33,842,100
|
33,076,273
|
|
|
|
|
營業毛利(千) |
|
21,661,008
|
20,405,716
|
20,829,592
|
20,489,179
|
20,648,229
|
19,815,846
|
20,387,378
|
|
|
|
|
營業費用(千) |
|
10,147,414
|
9,020,430
|
8,898,889
|
8,567,479
|
9,557,016
|
8,351,232
|
8,128,411
|
|
|
|
|
營業利益(千) |
|
11,645,162
|
11,376,260
|
11,927,494
|
11,924,220
|
10,454,384
|
11,464,449
|
12,260,638
|
|
|
|
|
營業外收入及支出(千) |
|
285,060
|
112,842
|
419,231
|
63,520
|
-18,872 |
173,032
|
399,022
|
|
|
|
|
稅前純益(千) |
|
11,930,222
|
11,489,102
|
12,346,725
|
11,987,740
|
10,435,512
|
11,637,481
|
12,659,660
|
|
|
|
|
所得稅(千) |
|
2,393,394
|
2,203,816
|
2,235,520
|
2,383,557
|
1,904,185
|
2,258,007
|
2,452,971
|
|
|
|
|
稅後純益(千) |
|
9,536,828
|
9,285,286
|
10,111,205
|
9,604,183
|
8,531,327
|
9,379,474
|
10,206,689
|
|
|
|
|
其他綜合損益(千) |
|
1,838,604
|
-158,513 |
-355,427 |
755,828
|
21,880
|
196,784
|
-48,658 |
|
|
|
|
綜合損益(千) |
|
11,375,432
|
9,126,773
|
9,755,778
|
10,360,011
|
8,553,207
|
9,576,258
|
10,158,031
|
|
|
|
|
原始每股稅前盈餘(元) |
|
1.54
|
1.48
|
1.59
|
1.55
|
1.35
|
1.50
|
1.63
|
|
|
|
|
原始每股稅後盈餘(元) |
|
1.16
|
1.16
|
1.27
|
1.21
|
1.06
|
1.17
|
1.28
|
|
|
|
|
毛利率(%) |
|
33.17
|
36.69
|
38.49
|
37.29
|
33.38
|
36.93
|
38.13
|
|
|
|
|
營業利益率(%) |
|
17.83
|
20.46
|
22.04
|
21.70
|
16.90
|
21.37
|
22.93
|
|
|
|
|
稅後純益率(%) |
|
14.61
|
16.70
|
18.68
|
17.48
|
13.79
|
17.48
|
19.09
|
|
|
|
|
稅後權益報酬率(%) |
|
2.43
|
2.43
|
2.59
|
2.40
|
2.18
|
2.46
|
2.62
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
19,328,594 |
55,808,409 |
5.70
|
5.39
|
1.57
|
1.64
|
|
55,808,409
|
1.57 |
|
|
|
|
202502 |
18,287,078 |
36,479,815 |
0.52
|
-2.08 |
-0.34 |
1.10
|
|
61,488,891
|
4.58 |
|
|
|
|
202501 |
18,192,737 |
18,192,737 |
-27.26 |
1.47
|
1.47
|
0.57
|
|
63,428,317
|
5.1 |
|
|
|
|
202412 |
25,009,076 |
229,968,292 |
23.65
|
12.69
|
3.03
|
6.16
|
創歷史新高 |
65,353,583
|
5.64 |
|
|
|
|
202411 |
20,226,504 |
205,017,187 |
0.54
|
-0.02 |
2.00
|
5.66
|
|
59,830,701
|
2.85 |
|
|
|
|
202410 |
20,118,003 |
184,790,683 |
3.24
|
3.46
|
2.22
|
5.13
|
|
57,960,078
|
4.28 |
|
|
|
|
202409 |
19,486,194 |
164,672,680 |
6.16
|
5.32
|
2.07
|
4.62
|
|
55,613,476
|
3.64 |
|
|
|
|
202408 |
18,355,881 |
145,186,486 |
3.29
|
4.08
|
1.65
|
4.12
|
|
54,234,149
|
0.79 |
|
|
|
|
202407 |
17,771,401 |
126,830,605 |
-1.85 |
1.43
|
1.31
|
3.62
|
|
53,958,230
|
0.1 |
|
|
|
|
202406 |
18,106,867 |
109,059,204 |
0.15
|
-2.93 |
1.29
|
3.14
|
|
54,115,733
|
1.22 |
|
|
|
|
202405 |
18,079,962 |
90,952,336 |
0.84
|
1.98
|
2.17
|
2.59
|
|
54,348,791
|
1.92 |
|
|
|
|
202404 |
17,928,904 |
72,872,374 |
-2.24 |
4.97
|
2.22
|
2.07
|
|
54,943,592
|
2.65 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9300 |
華南永昌 |
874 |
1384 |
510 |
9600 |
富邦 |
-1651 |
272 |
1923 |
|
|
|
|
1470 |
台灣摩根士丹利 |
734 |
777 |
43 |
9200 |
凱基 |
-711 |
150 |
861 |
|
|
|
|
9100 |
群益金鼎 |
300 |
1853 |
1553 |
1560 |
港商野村 |
-434 |
0 |
434 |
|
|
|
|
8150 |
台新 |
236 |
258 |
22 |
5850 |
統一 |
-323 |
255 |
578 |
|
|
|
|
1570 |
港商法國興業 |
232 |
232 |
0 |
1480 |
美商高盛 |
-303 |
597 |
900 |
|
|
|
|
8440 |
摩根大通 |
183 |
290 |
107 |
1440 |
美林 |
-205 |
123 |
328 |
|
|
|
|
1590 |
花旗環球 |
159 |
245 |
86 |
1360 |
港商麥格理 |
-50 |
0 |
50 |
|
|
|
|
8880 |
國泰 |
146 |
231 |
85 |
8890 |
大和國泰 |
-35 |
0 |
35 |
|
|
|
|
1040 |
臺銀證券 |
140 |
152 |
12 |
8450 |
康和 |
-33 |
112 |
145 |
|
|
|
|
6160 |
中國信託 |
133 |
140 |
7 |
7000 |
兆豐 |
-20 |
436 |
456 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250428 |
台股二戰兩萬點告捷!這些強勢股尾盤再獲點火 |
|
|
|
|
20250427 |
超額配息金雞「底氣十足」 中華電、台塑化等令小股東有感 |
|
|
|
|
20250425 |
台股上漲393點收19,872點 台積電上揚24元收888元 |
|
|
|
|
20250423 |
台股跌破萬九 三大法人都賣…八大公股行庫逢低護盤 |
|
|
|
|
20250422 |
「三超」目標 2030年達陣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-14.9 |
|
10日籌碼集中度 |
0 |
|
單日買賣超 |
-1370 |
|
|
|
5日籌碼集中度 |
9.8 |
|
20日籌碼集中度 |
1.3 |
|
累計買賣超 |
-660 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
23620 |
借券餘額 |
79227 |
千張大戶戶數 |
288 |
大戶比例 |
77.57 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|