2497 |
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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2497 怡利電 |
實收資本額 |
1228 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2002/02/04 |
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發 言
人 |
柯茂全 |
電 話 |
04-7977277 |
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地 址 |
彰化縣伸港鄉溪底村工東一路37號 |
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產 業
別 |
傳產-汽車零組件 |
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主要產品 |
汽車電子90.73%(汽車電子、其他) |
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2025/5/2 股價 |
49.30 |
法人買賣超合計(近一日) |
買超 81.555 張 |
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2025/5/2
漲跌 |
1.05 |
法人買賣超合計(近一週) |
買超
417.22 張 |
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2025/5/2
漲跌幅 |
2.18 |
法人買賣超合計(近一月) |
買超
1047.45 張 |
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券 資 比 |
0.81 |
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自營連4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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2024/06/12 |
0.70 |
0.50 |
2008/09/18 |
2023/08/02 |
1.42% |
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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 |
2025/06/11 |
2.00 |
0.00 |
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4.06% |
0% |
4.06% |
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2023 |
2024/06/12 |
1.00 |
0.00 |
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2024/07/30 |
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2.03% |
0% |
2.03% |
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2022 |
2023/06/16 |
0.70 |
0.00 |
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2023/08/02 |
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1.42% |
0% |
1.42% |
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2021 |
2022/06/15 |
0.00 |
0.00 |
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0% |
0% |
0% |
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機構估稅後EPS |
3.67 |
K(9) |
79.64 |
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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) |
20.47 |
D(9) |
72.21 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
13.43 |
周K(9) |
33.6 |
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1.6 |
1.6 |
2 |
1.2 |
1 |
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股價淨值比 |
2.41 |
周D(9) |
30.25 |
綜合評分: |
7.4 |
建議: |
列入追踪 |
目標價: |
56.7 |
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月線乖離率 |
8.35 |
季線乖離率 |
-9.82 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
73.58 |
3*PB |
61.37 |
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股價 |
51.80 |
44.15 |
45.30 |
46.35 |
49.30 |
15*PE |
55.19 |
2*PB |
40.91 |
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成交量(千股) |
1,141 |
4,332 |
2,050 |
2,173 |
1,507 |
10*PE |
36.79 |
1*PB |
20.46 |
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資餘 |
3,270 |
2,264 |
2,244 |
2,333 |
2,339 |
5*PE |
18.40 |
0.5*PB |
10.23 |
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券餘 |
0 |
4 |
14 |
11 |
19 |
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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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1,303,086
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1,348,462
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1,130,802
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841,046
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1,076,526
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1,094,531
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854,803
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營業成本(千) |
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919,474
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1,019,528
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849,004
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637,963
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780,126
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860,348
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666,862
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營業毛利(千) |
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383,612
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328,934
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281,798
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203,083
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296,400
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234,183
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187,941
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營業費用(千) |
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190,753
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192,792
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191,852
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173,135
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197,631
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164,465
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151,662
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營業利益(千) |
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192,859
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136,142
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89,946
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29,948
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98,769
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69,718
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36,279
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營業外收入及支出(千) |
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-19,282 |
-9,937 |
10,107
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39,497
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-37,771 |
47,945
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2,588
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稅前純益(千) |
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173,577
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126,205
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100,053
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69,445
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60,998
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117,663
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38,867
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所得稅(千) |
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53,452
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23,102
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11,332
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1,892
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20,439
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20,151
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-6,026 |
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稅後純益(千) |
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120,125
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103,103
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88,721
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67,553
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40,559
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97,512
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44,893
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其他綜合損益(千) |
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-17,975 |
85,085
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9,218
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-6,175 |
3,025
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7,475
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-22,420 |
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綜合損益(千) |
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102,150
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188,188
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97,939
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61,378
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43,584
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104,987
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22,473
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原始每股稅前盈餘(元) |
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1.41 |
1.03 |
0.81 |
0.57 |
0.50 |
0.96 |
0.32 |
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原始每股稅後盈餘(元) |
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0.98 |
0.84 |
0.72 |
0.55 |
0.33 |
0.79 |
0.37 |
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毛利率(%) |
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29.44
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24.39
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24.92
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24.15
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27.53
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21.40
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21.99
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營業利益率(%) |
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14.80
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10.10
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7.95 |
3.56 |
9.17 |
6.37 |
4.24 |
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稅後純益率(%) |
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9.22 |
7.65 |
7.85 |
8.03 |
3.77 |
8.91 |
5.25 |
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稅後權益報酬率(%) |
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4.88 |
4.45 |
3.97 |
3.05 |
1.87 |
4.66 |
2.17 |
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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 |
0.00 |
0.00 |
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0 |
0 |
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202503 |
346,622 |
1,075,982 |
10.16 |
40.11 |
27.93 |
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1,075,982
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27.93 |
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202502 |
314,663 |
729,361 |
-24.12 |
12.14 |
22.86 |
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1,180,766
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21.69 |
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202501 |
414,697 |
414,697 |
-8.13 |
32.47 |
32.47 |
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1,287,401
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21.93 |
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202412 |
451,406 |
4,623,396 |
7.15 |
19.84 |
22.76 |
3.82 |
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1,303,086
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21.05 |
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202411 |
421,298 |
4,171,990 |
-2.11 |
15.08 |
23.08 |
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1,296,107
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22.54 |
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202410 |
430,382 |
3,750,691 |
-3.16 |
28.96 |
24.05 |
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1,364,633
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28.43 |
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202409 |
444,427 |
3,320,310 |
-9.27 |
24.20 |
23.44 |
2.41 |
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1,348,462
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23.2 |
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202408 |
489,824 |
2,875,883 |
18.25 |
32.03 |
23.33 |
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創歷史新高 |
1,308,126
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25.13 |
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202407 |
414,211 |
2,386,059 |
2.50 |
13.26 |
21.68 |
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創近一年新高 |
1,207,901
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26.42 |
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202406 |
404,091 |
1,971,848 |
3.72 |
30.91 |
23.61 |
1.38 |
創近一年新高 |
1,130,802
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32.29 |
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202405 |
389,599 |
1,567,757 |
15.57 |
38.61 |
21.86 |
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創近一年新高 |
974,112
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23.35 |
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202404 |
337,112 |
1,178,158 |
36.26
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27.19
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17.17
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865,107
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18.77 |
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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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1480 |
美商高盛 |
40 |
43 |
3 |
9800 |
元大 |
-44 |
28 |
72 |
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9200 |
凱基 |
39 |
64 |
25 |
9A00 |
永豐金 |
-27 |
17 |
44 |
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8380 |
安泰 |
30 |
30 |
0 |
5380 |
第一金 |
-18 |
0 |
18 |
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8880 |
國泰 |
16 |
21 |
5 |
9600 |
富邦 |
-17 |
16 |
33 |
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7790 |
國票 |
14 |
24 |
10 |
6010 |
奔亞證券 |
-11 |
0 |
11 |
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8840 |
玉山 |
8 |
12 |
4 |
5260 |
美好 |
-9 |
0 |
9 |
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8580 |
聯邦商銀 |
1 |
2 |
1 |
1470 |
台灣摩根士丹利 |
-6 |
0 |
6 |
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8520 |
中農 |
1 |
1 |
0 |
1020 |
合庫 |
-6 |
0 |
6 |
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9300 |
華南永昌 |
1 |
6 |
5 |
1440 |
美林 |
-5 |
21 |
26 |
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1590 |
花旗環球 |
1 |
1 |
0 |
5850 |
統一 |
-4 |
16 |
20 |
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20250424 |
胡連開法拉利飆速、外掛車展加持 汽車族群狠甩大盤 |
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20250407 |
怡利電子營收/3月3.47億元 創歷年第一季營收新高 |
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20250310 |
怡利電財報/2024年 EPS 3.09元 配發現金股利每股2.0元 |
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20250211 |
怡利電攻大陸、印度報捷 |
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20250206 |
怡利電子公告1月自結為新台幣4.15億元 創同期歷史新高 |
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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 |
16.5 |
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10日籌碼集中度 |
6.1 |
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單日買賣超 |
63 |
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5日籌碼集中度 |
15.7 |
優 |
20日籌碼集中度 |
7.3 |
優 |
累計買賣超 |
562 |
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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 |
1154 |
借券餘額 |
5215 |
千張大戶戶數 |
22 |
大戶比例 |
54.84 |
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更新日期: |
2025/5/2 19:39 |
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