2488 |
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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2488 漢平 |
實收資本額 |
800 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2001/09/17 |
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發 言
人 |
劉深鏗 |
電 話 |
(06)2791717 |
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地 址 |
台南市仁德區中正路三段256號 |
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產 業
別 |
電子下游-消費電子 |
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主要產品 |
電器製造業照明設備製造業資料儲存及處理設備製造業、無線通信機械器材製造業電子零組件製造業、國際貿易業產品設計業資訊軟體服務業 |
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2025/5/2 股價 |
47.30 |
法人買賣超合計(近一日) |
賣超 -42.11 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 -82.19 張 |
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2025/5/2
漲跌幅 |
1.07
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法人買賣超合計(近一月) |
賣超 -305.8 張 |
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券 資 比 |
0.30
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外資連2賣 |
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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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2024/06/21 |
2.80 |
0.20 |
2004/07/16 |
2024/09/24 |
5.92% |
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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 |
2025/06/20 |
3.20 |
0.00 |
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6.77% |
0% |
6.77% |
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2023 |
2024/06/21 |
2.80 |
0.00 |
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2024/09/24 |
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5.92% |
0% |
5.92% |
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2022 |
2023/06/26 |
2.50 |
0.00 |
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2023/09/13 |
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5.29% |
0% |
5.29% |
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2021 |
2022/06/24 |
1.20 |
0.00 |
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2022/09/21 |
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2.54% |
0% |
2.54% |
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機構估稅後EPS |
5.00 |
K(9) |
81.67 |
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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) |
34.17 |
D(9) |
71.62 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
9.46 |
周K(9) |
32.92 |
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1.6 |
1.6 |
2 |
1.2 |
1 |
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股價淨值比 |
1.38 |
周D(9) |
28.37 |
綜合評分: |
7.4 |
建議: |
列入追踪 |
目標價: |
54.4 |
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月線乖離率 |
4.71 |
季線乖離率 |
-9.39 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
99.58 |
3*PB |
102.83 |
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股價 |
50.90 |
44.25 |
45.25 |
45.50 |
47.30 |
15*PE |
74.68 |
2*PB |
68.55 |
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成交量(千股) |
923 |
2,197 |
1,528 |
1,194 |
734 |
10*PE |
49.79 |
1*PB |
34.28 |
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資餘 |
1,149 |
998 |
1,034 |
1,037 |
1,009 |
5*PE |
24.89 |
0.5*PB |
17.14 |
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券餘 |
3 |
0 |
3 |
3 |
3 |
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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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1,051,641
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998,263
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700,841
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426,836
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636,691
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866,585
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651,121
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營業成本(千) |
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824,385
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740,713
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517,765
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320,974
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485,382
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610,727
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471,602
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營業毛利(千) |
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227,256
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257,550
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183,076
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105,862
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151,309
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255,858
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179,519
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營業費用(千) |
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119,268
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86,623
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81,425
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69,190
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71,891
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91,862
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74,733
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營業利益(千) |
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107,988
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170,927
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101,651
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36,672
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79,418
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163,996
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104,786
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營業外收入及支出(千) |
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50,448
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673
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37,078
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36,004
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4,751
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37,568
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16,186
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稅前純益(千) |
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158,436
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171,600
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138,729
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72,676
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84,169
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201,564
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120,972
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所得稅(千) |
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41,810
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39,154
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27,650
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13,758
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14,066
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47,630
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31,753
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稅後純益(千) |
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116,626
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132,446
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111,079
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58,918
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70,103
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153,934
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89,219
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其他綜合損益(千) |
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26,346
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-14,344 |
12,364
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43,340
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-45,756 |
43,704
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-13,857 |
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綜合損益(千) |
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142,972
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118,102
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123,443
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102,258
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24,347
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197,638
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75,362
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原始每股稅前盈餘(元) |
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1.98
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2.15
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1.73
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0.91
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1.05
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2.52
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1.51
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原始每股稅後盈餘(元) |
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1.46
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1.66
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1.39
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0.74
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0.88
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1.92
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1.12
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毛利率(%) |
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21.61
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25.80
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26.12
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24.80
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23.76
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29.52
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27.57
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營業利益率(%) |
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10.27
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17.12
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14.50
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8.59
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12.47
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18.92
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16.09
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稅後純益率(%) |
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11.09
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13.27
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15.85
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13.80
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11.01
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17.76
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13.70
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稅後權益報酬率(%) |
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4.38
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5.23
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4.40
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2.34
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2.85
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6.56
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3.86
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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 |
242,811 |
578,502 |
50.17
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48.40
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35.53
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578,502
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35.53 |
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202502 |
161,692 |
335,691 |
-7.07 |
40.75
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27.53
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創近一年新低 |
723,726
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49.47 |
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202501 |
173,999 |
173,999 |
-55.16 |
17.30
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17.30
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901,945
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59.39 |
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202412 |
388,035 |
3,177,581 |
14.16
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75.60
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29.07
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6.77
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創歷史新高 |
1,051,641
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65.17 |
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202411 |
339,911 |
2,789,546 |
5.01
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72.94
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24.48
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1,000,438
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30.66 |
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202410 |
323,695 |
2,449,635 |
-3.90 |
47.69
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19.82
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1,020,336
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21.16 |
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202409 |
336,832 |
2,125,940 |
-6.39 |
-3.76 |
16.47
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4.79
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998,263
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15.2 |
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202408 |
359,809 |
1,789,108 |
19.29
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31.82
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21.27
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創近一年新高 |
934,968
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15.88 |
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202407 |
301,622 |
1,429,299 |
10.27
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23.79
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18.88
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804,331
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10.58 |
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202406 |
273,537 |
1,127,677 |
19.36
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-5.76 |
17.63
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2.64
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700,841
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7.64 |
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202405 |
229,172 |
854,140 |
15.67
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18.47
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27.79
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590,921
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29.73 |
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202404 |
198,132 |
624,968 |
21.09
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18.35
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31.58
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476,625
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41.39 |
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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 |
23 |
35 |
12 |
9A00 |
永豐金 |
-26 |
12 |
38 |
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9300 |
華南永昌 |
18 |
20 |
2 |
6110 |
台中銀 |
-16 |
0 |
16 |
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9600 |
富邦 |
8 |
48 |
40 |
1480 |
美商高盛 |
-13 |
4 |
17 |
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8840 |
玉山 |
7 |
7 |
0 |
8880 |
國泰 |
-11 |
1 |
12 |
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7790 |
國票 |
6 |
18 |
12 |
6380 |
光和 |
-7 |
6 |
13 |
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8560 |
新光 |
4 |
12 |
8 |
2180 |
亞東 |
-6 |
0 |
6 |
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9100 |
群益金鼎 |
4 |
11 |
7 |
1440 |
美林 |
-3 |
3 |
6 |
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1020 |
合庫 |
3 |
3 |
0 |
1470 |
台灣摩根士丹利 |
-2 |
0 |
2 |
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5850 |
統一 |
3 |
12 |
9 |
5380 |
第一金 |
-1 |
1 |
2 |
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1020 |
合庫 |
3 |
3 |
0 |
1650 |
新加坡商瑞銀 |
-1 |
5 |
6 |
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20250221 |
2月21日重要財經行事曆 |
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20210626 |
漢平出貨淡 下半年保守 |
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20180309 |
漢平2月營收1.29億元年減5.32% 1—2月達2.71億元 |
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20180226 |
漢平:公告本公司董事會決議股利分派 |
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20180226 |
漢平:公告本公司董事會決議召開一0七年股東常會事宜 |
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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 |
-21 |
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10日籌碼集中度 |
-11.7 |
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單日買賣超 |
-54 |
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5日籌碼集中度 |
-8.9 |
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20日籌碼集中度 |
-9.5 |
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累計買賣超 |
-564 |
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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 |
1066 |
借券餘額 |
3705 |
千張大戶戶數 |
11 |
大戶比例 |
36.58 |
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更新日期: |
2025/5/2 19:39 |
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