2449 |
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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2449 京元電子 |
實收資本額 |
12227 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2001/05/09 |
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發 言
人 |
趙敬堯 |
電 話 |
(03)575-1888 |
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地 址 |
新竹市公道五路二段81號 |
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產 業
別 |
電子上游-IC-封測 |
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主要產品 |
各種積體電路之設計製造測試配件加工包裝買賣業務、各種奔應機及其零配件之製造加工買賣業務、前各項產品之進出口貿易業務 |
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2025/5/2 股價 |
87.30 |
法人買賣超合計(近一日) |
賣超 -1601.121 張 |
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2025/5/2
漲跌 |
0.50
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法人買賣超合計(近一週) |
賣超 -8359.69 張 |
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2025/5/2
漲跌幅 |
0.58
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法人買賣超合計(近一月) |
賣超 -12640.04 張 |
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券 資 比 |
3.76
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外資連15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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2024/05/31 |
3.50 |
0.03 |
2009/07/20 |
2023/07/13 |
4.01% |
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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 |
2025/05/27 |
4.00 |
0.00 |
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4.58% |
0% |
4.58% |
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2023 |
2024/05/31 |
3.20 |
0.00 |
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2024/07/16 |
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3.67% |
0% |
3.67% |
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2022 |
2023/05/30 |
3.50 |
0.00 |
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2023/07/13 |
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4.01% |
0% |
4.01% |
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2021 |
2022/06/29 |
3.00 |
0.00 |
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2022/07/21 |
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3.44% |
0% |
3.44% |
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機構估稅後EPS |
7.86 |
K(9) |
78.94 |
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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) |
35.41 |
D(9) |
71.11 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
11.11 |
周K(9) |
32.97 |
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1.6 |
1.6 |
2 |
1.2 |
0.5 |
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股價淨值比 |
2.47 |
周D(9) |
25.8 |
綜合評分: |
6.9 |
建議: |
列入追踪 |
目標價: |
91.67 |
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月線乖離率 |
5.02 |
季線乖離率 |
-10 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
157.30 |
3*PB |
106.03 |
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股價 |
92.10 |
83.00 |
82.80 |
84.50 |
87.30 |
15*PE |
117.97 |
2*PB |
70.69 |
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成交量(千股) |
42,308 |
66,178 |
48,602 |
45,680 |
39,522 |
10*PE |
78.65 |
1*PB |
35.34 |
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資餘 |
16,150 |
10,953 |
11,336 |
13,016 |
12,324 |
5*PE |
39.32 |
0.5*PB |
17.67 |
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券餘 |
166 |
475 |
556 |
436 |
463 |
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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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7,296,910
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7,038,742
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6,543,206
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8,214,718
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6,345,610
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6,235,654
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5,868,155
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營業成本(千) |
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4,760,053
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4,511,851
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4,235,853
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5,486,622
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4,234,335
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4,131,726
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3,959,493
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營業毛利(千) |
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2,536,857
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2,526,891
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2,307,353
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2,728,096
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2,111,275
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2,103,928
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1,908,662
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營業費用(千) |
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1,033,090
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758,759
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710,930
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968,717
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681,719
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710,521
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658,543
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營業利益(千) |
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1,503,767
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1,768,132
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1,596,423
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1,759,379
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1,429,556
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1,393,407
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1,250,119
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營業外收入及支出(千) |
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-15,081 |
67,196
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-219,510 |
42,246
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106,127
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-47,611 |
-9,436 |
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稅前純益(千) |
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1,488,686
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1,835,328
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1,376,913
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1,801,625
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1,535,683
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1,345,796
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1,240,683
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所得稅(千) |
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360,850
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378,596
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214,369
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394,213
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318,094
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277,052
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141,678
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稅後純益(千) |
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2,123,019
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2,584,589
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1,980,266
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1,407,412
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1,607,749
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1,592,465
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1,593,423
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其他綜合損益(千) |
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-403,644 |
-175,461 |
355,338
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686,238
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76,885
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607,287
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-157,226 |
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綜合損益(千) |
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1,719,375
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2,409,128
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2,335,604
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2,093,650
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1,684,634
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2,199,752
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1,436,197
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原始每股稅前盈餘(元) |
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1.22
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1.50
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1.13
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1.47
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1.26
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1.10
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1.01
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原始每股稅後盈餘(元) |
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1.66
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2.03
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1.56
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1.12
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1.28
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1.26
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1.26
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毛利率(%) |
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34.77
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35.90
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35.26
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33.21
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33.27
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33.74
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32.53
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營業利益率(%) |
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20.61
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25.12
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24.40
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21.42
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22.53
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22.35
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21.30
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稅後純益率(%) |
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29.09
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36.72
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30.26
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17.13
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25.34
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25.54
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27.15
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稅後權益報酬率(%) |
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4.84
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6.19
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4.79
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3.43
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4.10
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4.27
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4.24
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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 |
2,644,375 |
7,315,490 |
15.67
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24.27
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22.39
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創近一年新高 |
7,315,490
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22.39 |
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202502 |
2,286,169 |
4,671,115 |
-4.14 |
21.31
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21.35
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7,117,264
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20.46 |
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202501 |
2,384,946 |
2,384,946 |
-2.50 |
21.40
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21.40
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7,271,310
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18.77 |
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202412 |
2,446,149 |
26,856,031 |
0.24
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18.79
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11.94
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4.88
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7,296,910
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14.99 |
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202411 |
2,440,215 |
24,409,882 |
1.23
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16.28
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11.30
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7,193,814
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12.72 |
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202410 |
2,410,546 |
21,969,667 |
2.88
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10.18
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10.77
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7,104,666
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11.43 |
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202409 |
2,343,053 |
19,559,121 |
-0.34 |
11.80
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10.84
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3.67
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7,038,742
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12.88 |
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202408 |
2,351,067 |
17,216,068 |
0.27
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12.38
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10.71
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6,942,674
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12.71 |
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202407 |
2,344,622 |
14,865,001 |
4.35
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14.49
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10.45
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6,809,042
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12.54 |
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202406 |
2,246,985 |
12,520,379 |
1.33
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11.24
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9.73
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2.17
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6,543,206
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11.5 |
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202405 |
2,217,435 |
10,273,394 |
6.67
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11.85
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9.40
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7,192,638
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9.8 |
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202404 |
2,078,786 |
8,055,959 |
-28.23 |
11.43
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8.75
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創近一年新低 |
7,486,327
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5.95 |
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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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1440 |
美林 |
420 |
524 |
104 |
1470 |
台灣摩根士丹利 |
-1861 |
242 |
2103 |
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9600 |
富邦 |
391 |
712 |
321 |
1650 |
新加坡商瑞銀 |
-651 |
149 |
800 |
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9800 |
元大 |
387 |
1124 |
737 |
8440 |
摩根大通 |
-156 |
262 |
418 |
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1480 |
美商高盛 |
376 |
669 |
293 |
8150 |
台新 |
-103 |
258 |
361 |
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1560 |
港商野村 |
142 |
157 |
15 |
5850 |
統一 |
-18 |
49 |
67 |
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9100 |
群益金鼎 |
120 |
209 |
89 |
7000 |
兆豐 |
-14 |
129 |
143 |
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9200 |
凱基 |
96 |
880 |
784 |
1030 |
土銀 |
-13 |
44 |
57 |
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1110 |
台灣企銀 |
68 |
100 |
32 |
8380 |
安泰 |
-8 |
2 |
10 |
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8880 |
國泰 |
65 |
228 |
163 |
5600 |
永興 |
-6 |
1 |
7 |
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8840 |
玉山 |
58 |
216 |
158 |
1230 |
彰銀 |
-5 |
2 |
7 |
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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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20250418 |
京元電2025年營收看增雙位數 |
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20250411 |
傳輝達H20可望不受限制 受惠股京元電黑翻紅 |
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20250409 |
台股連日血崩!晶圓雙雄慘列賣超前10個股 「它」成最大苦主 |
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20250326 |
轉折點到了? 台積電出現1,043元盤後鉅額交易 |
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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 |
-17.6 |
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10日籌碼集中度 |
-2.6 |
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單日買賣超 |
-1328 |
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5日籌碼集中度 |
-3.6 |
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20日籌碼集中度 |
0.6 |
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累計買賣超 |
908 |
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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 |
30706 |
借券餘額 |
53010 |
千張大戶戶數 |
118 |
大戶比例 |
63.41 |
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更新日期: |
2025/5/2 19:37 |
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