2421 |
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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2421 建準 |
實收資本額 |
2734 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
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發 言
人 |
李為仁 |
電 話 |
07-8135888 |
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地 址 |
高雄市前鎮區新衙路296巷30號 |
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產 業
別 |
電子中游-散熱零組件 |
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主要產品 |
電子零組件製造業,其他電機及電子機械器材製造業,機械設備製造業、發電,輸電,配電機械製造業,電器及視聽電子產品製造業,國際貿易業、除許可業務外,得經營法令非禁止或限制之業務 |
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2025/5/2 股價 |
90.10 |
法人買賣超合計(近一日) |
買超 713.203 張 |
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2025/5/2
漲跌 |
4.00
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法人買賣超合計(近一週) |
買超
347.41 張 |
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2025/5/2
漲跌幅 |
4.65
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法人買賣超合計(近一月) |
買超
266.73 張 |
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券 資 比 |
0.36
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外資連3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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2024/06/14 |
3.50 |
0.50 |
2009/07/23 |
2024/07/03 |
3.88% |
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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 |
3.70 |
0.00 |
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4.11% |
0% |
4.11% |
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2023 |
2024/06/14 |
3.50 |
0.00 |
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2024/07/03 |
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3.88% |
0% |
3.88% |
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2022 |
2023/06/09 |
2.60 |
0.00 |
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2023/07/05 |
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2.89% |
0% |
2.89% |
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2021 |
2022/06/10 |
1.20 |
0.00 |
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2022/06/28 |
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1.33% |
0% |
1.33% |
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機構估稅後EPS |
6.94 |
K(9) |
84.74 |
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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) |
28.96 |
D(9) |
79.22 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.98 |
周K(9) |
43.67 |
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1.6 |
1.2 |
2 |
1.2 |
1.5 |
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股價淨值比 |
3.11 |
周D(9) |
41.52 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
102.82 |
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月線乖離率 |
10.07 |
季線乖離率 |
-2.87 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
138.62 |
3*PB |
86.91 |
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股價 |
90.90 |
78.20 |
82.40 |
86.10 |
90.10 |
15*PE |
103.96 |
2*PB |
57.94 |
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成交量(千股) |
9,289 |
13,794 |
10,749 |
13,286 |
8,363 |
10*PE |
69.31 |
1*PB |
28.97 |
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資餘 |
10,926 |
8,070 |
7,997 |
8,026 |
8,058 |
5*PE |
34.65 |
0.5*PB |
14.49 |
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券餘 |
43 |
59 |
27 |
20 |
29 |
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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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3,856,290
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4,030,569
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3,676,894
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3,060,064
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3,265,934
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3,293,604
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3,279,820
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營業成本(千) |
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2,686,463
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2,882,097
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2,637,758
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2,260,800
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2,355,476
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2,339,480
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2,356,581
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營業毛利(千) |
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1,169,827
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1,148,472
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1,039,136
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799,264
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910,458
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954,124
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923,239
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營業費用(千) |
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709,692
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626,619
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619,357
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524,360
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539,043
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549,972
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516,326
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營業利益(千) |
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460,135
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521,853
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419,779
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274,904
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371,415
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404,152
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406,913
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營業外收入及支出(千) |
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101,175
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-70,163 |
133,650
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140,401
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-45,155 |
117,853
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132,317
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稅前純益(千) |
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561,310
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451,690
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553,429
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415,305
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326,260
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522,005
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539,230
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所得稅(千) |
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123,910
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102,594
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174,288
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88,849
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87,863
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136,047
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107,640
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稅後純益(千) |
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437,400
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349,096
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379,141
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326,456
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238,397
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385,958
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431,590
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其他綜合損益(千) |
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31,033
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1,323
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7,734
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126,404
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-110,342 |
103,906
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-53,201 |
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綜合損益(千) |
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468,433
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350,419
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386,875
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452,860
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128,055
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489,864
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378,389
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原始每股稅前盈餘(元) |
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2.05
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1.65
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2.02
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1.52
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1.20
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2.08
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2.15
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原始每股稅後盈餘(元) |
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1.60
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1.28
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1.39
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1.19
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0.87
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1.54
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1.72
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毛利率(%) |
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30.34
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28.49
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28.26
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26.12
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27.88
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28.97
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28.15
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營業利益率(%) |
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11.93
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12.95
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11.42
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8.98
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11.37
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12.27
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12.41
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稅後純益率(%) |
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11.34
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8.66
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10.31
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10.67
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7.30
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11.72
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13.16
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稅後權益報酬率(%) |
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5.69
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4.80
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5.13
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4.38
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3.34
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6.16
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7.86
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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 |
1,565,934 |
4,162,103 |
21.10
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40.73
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36.01
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創歷史新高 |
4,162,103
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36.01 |
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202502 |
1,293,119 |
2,596,169 |
-0.76 |
77.97
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33.32
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3,972,768
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35.22 |
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202501 |
1,303,050 |
1,303,050 |
-5.34 |
6.74
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6.74
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3,983,834
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16.94 |
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202412 |
1,376,599 |
14,623,817 |
5.55
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38.95
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13.23
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7.25
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3,856,290
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18.08 |
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202411 |
1,304,185 |
13,247,218 |
10.95
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9.11
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11.10
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3,753,478
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12.58 |
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202410 |
1,175,506 |
11,943,033 |
-7.72 |
8.85
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11.32
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3,809,698
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17.73 |
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202409 |
1,273,787 |
10,767,527 |
-6.37 |
20.31
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11.60
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5.20
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4,030,569
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22.38 |
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202408 |
1,360,405 |
9,493,740 |
-2.58 |
23.97
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10.52
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3,943,998
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20.48 |
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202407 |
1,396,377 |
8,133,335 |
17.62
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22.76
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8.55
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創近一年新高 |
3,852,178
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16.25 |
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202406 |
1,187,216 |
6,736,958 |
-6.41 |
14.29
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6.01
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3.54
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3,676,894
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12.11 |
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202405 |
1,268,585 |
5,549,742 |
3.89
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11.52
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4.39
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創近一年新高 |
3,602,414
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4.31 |
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202404 |
1,221,093 |
4,281,157 |
9.74
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10.66
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2.45
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創近一年新高 |
3,060,413
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-8.46 |
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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 |
293 |
606 |
313 |
9800 |
元大 |
-306 |
282 |
588 |
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7000 |
兆豐 |
263 |
418 |
155 |
5920 |
元富 |
-230 |
100 |
330 |
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8880 |
國泰 |
176 |
328 |
152 |
9A00 |
永豐金 |
-170 |
80 |
250 |
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1470 |
台灣摩根士丹利 |
172 |
196 |
24 |
5850 |
統一 |
-136 |
26 |
162 |
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9100 |
群益金鼎 |
118 |
230 |
112 |
9600 |
富邦 |
-82 |
127 |
209 |
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1650 |
新加坡商瑞銀 |
103 |
188 |
85 |
8710 |
陽信 |
-70 |
0 |
70 |
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1480 |
美商高盛 |
102 |
157 |
55 |
8150 |
台新 |
-49 |
54 |
103 |
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1440 |
美林 |
66 |
79 |
13 |
7790 |
國票 |
-47 |
60 |
107 |
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8440 |
摩根大通 |
26 |
60 |
34 |
8840 |
玉山 |
-46 |
60 |
106 |
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1560 |
港商野村 |
13 |
13 |
0 |
1020 |
合庫 |
-42 |
21 |
63 |
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20250410 |
建準將實施6,000張庫藏 |
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20250409 |
建準3月合併營收月增21% 車用業務看增 |
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20250408 |
建準營收/出貨動能強 3月15.66億元創新高 |
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20250310 |
台股下跌116點收22,459點 台積電跌破千元、終場收998元 |
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20250306 |
建準威風 打入GB200鏈 |
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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 |
2.3 |
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單日買賣超 |
927 |
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5日籌碼集中度 |
5.4 |
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20日籌碼集中度 |
1.8 |
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累計買賣超 |
159 |
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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 |
7115 |
借券餘額 |
9321 |
千張大戶戶數 |
30 |
大戶比例 |
42.42 |
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更新日期: |
2025/5/2 19:36 |
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