| 2476 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 2476 鉅祥 |
實收資本額 |
2098 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
2001/09/17 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
廖文(女英) |
電 話 |
(03)4775141 |
|
|
|
|
|
|
|
|
|
| 地 址 |
桃園市新屋區九斗里8鄰九洲路1號 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
電子上游-連接元件 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
連續沖壓精密金屬零件與連續沖壓模具、機械零組件、刀具、夾具、自動化專用機 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2025/1/22 股價 |
84.60 |
法人買賣超合計(近一日) |
買超 142.918 張 |
|
|
|
|
|
|
|
|
|
| 2025/1/22
漲跌 |
1.30
|
法人買賣超合計(近一週) |
買超
620.88 張 |
|
|
|
|
|
|
|
|
|
| 2025/1/22
漲跌幅 |
1.56
|
法人買賣超合計(近一月) |
買超
2030.14 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.62
|
|
|
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 |
|
|
|
|
|
|
|
| 2024/06/14 |
2.30 |
0.30 |
2009/08/03 |
2023/08/10 |
2.72% |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2023 |
2024/06/14 |
2.48 |
0.00 |
|
2024/08/13 |
|
2.93% |
0% |
2.93% |
|
|
|
|
| 2022 |
2023/06/09 |
2.30 |
0.00 |
|
2023/08/10 |
|
2.72% |
0% |
2.72% |
|
|
|
|
| 2021 |
2022/06/10 |
2.08 |
0.00 |
|
2022/08/11 |
|
2.46% |
0% |
2.46% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
5.04 |
K(9) |
52.06 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
37.92 |
D(9) |
38.12 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
16.79 |
周K(9) |
23.63 |
|
1.6 |
1.6 |
1.6 |
1.2 |
2 |
|
|
|
|
| 股價淨值比 |
2.23 |
周D(9) |
22.82 |
綜合評分: |
8 |
建議: |
列入追踪 |
目標價: |
97.29 |
|
|
|
|
| 月線乖離率 |
0.42 |
季線乖離率 |
-2.09 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2024/12/27 |
2025/1/3 |
2025/1/10 |
2025/1/17 |
2025/1/22 |
20*PE |
100.71 |
3*PB |
113.81 |
|
|
|
|
| 股價 |
86.20 |
83.80 |
83.80 |
82.40 |
84.60 |
15*PE |
75.54 |
2*PB |
75.87 |
|
|
|
|
| 成交量(千股) |
6,610 |
2,828 |
5,757 |
3,937 |
2,296 |
10*PE |
50.36 |
1*PB |
37.94 |
|
|
|
|
| 資餘 |
22,562 |
23,038 |
23,370 |
22,727 |
22,581 |
5*PE |
25.18 |
0.5*PB |
18.97 |
|
|
|
|
| 券餘 |
153 |
148 |
156 |
150 |
140 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
202301 |
|
|
|
|
| 營業收入淨額(千) |
|
1,861,908
|
1,648,461
|
1,404,490
|
1,456,724
|
1,470,794
|
1,441,874
|
1,376,926
|
|
|
|
|
| 營業成本(千) |
|
1,229,306
|
1,087,491
|
981,834
|
1,007,022
|
1,019,387
|
1,051,979
|
1,003,487
|
|
|
|
|
| 營業毛利(千) |
|
632,602
|
560,970
|
422,656
|
449,702
|
451,407
|
389,895
|
373,439
|
|
|
|
|
| 營業費用(千) |
|
230,154
|
250,142
|
250,542
|
230,741
|
228,067
|
230,311
|
217,742
|
|
|
|
|
| 營業利益(千) |
|
402,544
|
310,923
|
172,210
|
219,057
|
223,436
|
159,679
|
155,793
|
|
|
|
|
| 營業外收入及支出(千) |
|
50,738
|
120,653
|
183,226
|
22,207
|
147,632
|
196,135
|
-70,347 |
|
|
|
|
| 稅前純益(千) |
|
453,282
|
431,576
|
355,436
|
241,264
|
371,068
|
355,814
|
85,446
|
|
|
|
|
| 所得稅(千) |
|
131,253
|
103,806
|
104,861
|
69,916
|
98,621
|
91,869
|
31,189
|
|
|
|
|
| 稅後純益(千) |
|
322,029
|
327,770
|
250,575
|
171,348
|
272,447
|
263,945
|
54,257
|
|
|
|
|
| 其他綜合損益(千) |
|
111,693
|
77,080
|
133,598
|
-60,673 |
154,029
|
-167,258 |
52,911
|
|
|
|
|
| 綜合損益(千) |
|
433,722
|
404,850
|
384,173
|
110,675
|
426,476
|
96,687
|
107,168
|
|
|
|
|
| 原始每股稅前盈餘(元) |
|
2.16
|
2.08
|
1.72
|
1.26
|
1.95
|
1.87
|
0.45
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
1.35
|
1.41
|
1.08
|
0.76
|
1.29
|
1.26
|
0.23
|
|
|
|
|
| 毛利率(%) |
|
33.98
|
34.03
|
30.09
|
30.87
|
30.69
|
27.04
|
27.12
|
|
|
|
|
| 營業利益率(%) |
|
21.62
|
18.86
|
12.26
|
15.04
|
15.19
|
11.07
|
11.31
|
|
|
|
|
| 稅後純益率(%) |
|
17.30
|
19.88
|
17.84
|
11.76
|
18.52
|
18.31
|
3.94
|
|
|
|
|
| 稅後權益報酬率(%) |
|
3.86
|
4.03
|
3.34
|
2.56
|
4.25
|
4.13
|
0.83
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 202412 |
577,568 |
6,609,469 |
3.35
|
17.11
|
15.02
|
|
|
1,694,610
|
16.33 |
|
|
|
|
| 202411 |
558,827 |
6,031,901 |
0.11
|
13.10
|
14.82
|
|
|
1,722,729
|
18.8 |
|
|
|
|
| 202410 |
558,215 |
5,473,074 |
-7.84 |
18.91
|
15.00
|
|
|
1,771,560
|
22.24 |
|
|
|
|
| 202409 |
605,687 |
4,914,859 |
-0.32 |
24.47
|
14.58
|
5.91
|
|
1,861,908
|
26.59 |
|
|
|
|
| 202408 |
607,658 |
4,309,172 |
-6.31 |
23.20
|
13.31
|
|
|
1,801,387
|
21.22 |
|
|
|
|
| 202407 |
648,563 |
3,701,514 |
18.97
|
32.10
|
11.84
|
|
創近一年新高 |
1,773,262
|
21.12 |
|
|
|
|
| 202406 |
545,166 |
3,052,951 |
-5.93 |
8.62
|
8.31
|
3.75
|
|
1,648,461
|
14.33 |
|
|
|
|
| 202405 |
579,533 |
2,507,785 |
10.65
|
23.00
|
8.24
|
|
創近一年新高 |
1,611,947
|
12.08 |
|
|
|
|
| 202404 |
523,762 |
1,928,252 |
2.97
|
11.72
|
4.47
|
|
|
1,401,739
|
-1.6 |
|
|
|
|
| 202403 |
508,652 |
1,404,490 |
37.72
|
2.09
|
2.00
|
1.69
|
|
1,404,490
|
2 |
|
|
|
|
| 202402 |
369,325 |
895,838 |
-29.85 |
-19.28 |
1.95
|
|
創近一年新低 |
1,389,011
|
-4.5 |
|
|
|
|
| 202401 |
526,513 |
526,513 |
6.76
|
25.02
|
25.02
|
|
創近一年新高 |
1,513,777
|
-4.19 |
|
|
|
|
| 202312 |
493,173 |
5,746,318 |
-0.19 |
-14.36 |
-15.26 |
5.52
|
|
1,456,724
|
-15.26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 1440 |
美林 |
59 |
67 |
8 |
1470 |
台灣摩根士丹利 |
-60 |
9 |
69 |
|
|
|
|
| 8840 |
玉山 |
41 |
66 |
25 |
8150 |
台新 |
-43 |
29 |
72 |
|
|
|
|
| 7790 |
國票 |
32 |
64 |
32 |
8560 |
新光 |
-30 |
18 |
48 |
|
|
|
|
| 1650 |
新加坡商瑞銀 |
32 |
42 |
10 |
9800 |
元大 |
-26 |
85 |
111 |
|
|
|
|
| 1480 |
美商高盛 |
31 |
45 |
14 |
5920 |
元富 |
-25 |
49 |
74 |
|
|
|
|
| 5850 |
統一 |
28 |
47 |
19 |
8880 |
國泰 |
-22 |
28 |
50 |
|
|
|
|
| 6160 |
中國信託 |
27 |
54 |
27 |
9200 |
凱基 |
-19 |
109 |
128 |
|
|
|
|
| 9600 |
富邦 |
23 |
89 |
66 |
1020 |
合庫 |
-19 |
2 |
21 |
|
|
|
|
| 8380 |
安泰 |
18 |
18 |
0 |
5380 |
第一金 |
-18 |
9 |
27 |
|
|
|
|
| 1560 |
港商野村 |
13 |
13 |
0 |
1260 |
宏遠 |
-15 |
1 |
16 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 20241204 |
鉅祥BBU訂單看到六個月 |
|
|
|
|
| 20241122 |
正崴攻 BBU 商機股價飆漲停 1.6萬張買單排隊等著買 |
|
|
|
|
| 20241108 |
Fed 利率決策出爐、台積電營收將公布 11月8日重要財經行事曆一次看 |
|
|
|
|
| 20241101 |
中信證券主辦「圓裕一」無擔保可轉換公司債 今日掛牌 |
|
|
|
|
| 20241101 |
中信證券主辦圓裕一無擔保可轉換公司債 11月1日掛牌 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
13.7 |
|
10日籌碼集中度 |
-5.2 |
|
單日買賣超 |
140 |
|
|
|
| 5日籌碼集中度 |
10.1 |
|
20日籌碼集中度 |
5.6 |
優 |
累計買賣超 |
387 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
3973 |
借券餘額 |
5293 |
千張大戶戶數 |
30 |
大戶比例 |
48.55 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期： |
2025/1/31 19:30 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
