| 2498 |
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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| 2498 宏達電 |
實收資本額 |
8335 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2002/03/26 |
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| 發 言
人 |
盧佳德 |
電 話 |
(03)375-3252 |
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| 地 址 |
桃園市桃園區興華路23號 |
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| 產 業
別 |
電子下游-手機製造 |
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| 主要產品 |
掌上型電腦與智慧型手機之設計、生產與製造、掌上型電腦(含具備無線通訊功能之產品)、掌上型電腦與智慧型手機之各式零組件及相關技術支援、售後服務等 |
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| 2025/5/2 股價 |
39.10 |
法人買賣超合計(近一日) |
買超 653.81 張 |
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| 2025/5/2
漲跌 |
0.40 |
法人買賣超合計(近一週) |
買超
2109.83 張 |
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| 2025/5/2
漲跌幅 |
1.03 |
法人買賣超合計(近一月) |
買超
7125.55 張 |
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| 券 資 比 |
2.08 |
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投信連2賣 |
自營連3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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| 2024/06/20 |
0.38 |
0.50 |
2011/07/20 |
2019/08/19 |
0.97% |
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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 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2023 |
2024/06/20 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2022 |
2023/06/16 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2021 |
2022/06/17 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 機構估稅後EPS |
-3.40 |
K(9) |
77.18 |
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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) |
25.71 |
D(9) |
76.42 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
-11.50 |
周K(9) |
35.58 |
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0.8 |
1.6 |
0.8 |
0.4 |
0.5 |
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| 股價淨值比 |
1.52 |
周D(9) |
27.27 |
綜合評分: |
4.1 |
建議: |
觀望 |
目標價: |
45.51 |
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| 月線乖離率 |
5.29 |
季線乖離率 |
-8.57 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
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3*PB |
77.17 |
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| 股價 |
41.35 |
36.15 |
36.75 |
38.00 |
39.10 |
15*PE |
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2*PB |
51.45 |
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| 成交量(千股) |
22,863 |
42,078 |
20,893 |
23,276 |
16,639 |
10*PE |
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1*PB |
25.72 |
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| 資餘 |
26,372 |
22,269 |
21,859 |
22,079 |
22,121 |
5*PE |
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0.5*PB |
12.86 |
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| 券餘 |
843 |
269 |
95 |
365 |
460 |
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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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945,621
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773,874
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766,559
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594,930
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1,199,458
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1,099,234
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1,143,924
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| 營業成本(千) |
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568,320
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457,941
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451,893
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348,986
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701,814
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644,148
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670,553
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| 營業毛利(千) |
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377,301
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315,933
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314,666
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245,944
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497,644
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455,086
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473,371
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| 營業費用(千) |
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1,497,128
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1,447,016
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1,496,279
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1,452,758
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1,587,461
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1,585,602
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1,581,930
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| 營業利益(千) |
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-1,119,827 |
-1,131,083 |
-1,181,613 |
-1,206,814 |
-1,089,817 |
-1,130,516 |
-1,108,559 |
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| 營業外收入及支出(千) |
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302,856
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249,610
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362,770
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307,316
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193,249
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214,922
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207,427
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| 稅前純益(千) |
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-816,971 |
-881,473 |
-818,843 |
-899,498 |
-896,568 |
-915,594 |
-901,132 |
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| 所得稅(千) |
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480 |
126 |
453 |
444 |
-79 |
-597 |
-530 |
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| 稅後純益(千) |
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-817,451 |
-881,599 |
-819,296 |
-899,942 |
-896,489 |
-914,997 |
-900,602 |
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| 其他綜合損益(千) |
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261,057
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223,561
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249,061
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1,285,861
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-780,792 |
247,356
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715,871
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| 綜合損益(千) |
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-556,394 |
-658,038 |
-570,235 |
385,919
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-1,677,281 |
-667,641 |
-184,731 |
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| 原始每股稅前盈餘(元) |
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-0.98 |
-1.06 |
-0.98 |
-1.08 |
-1.08 |
-1.10 |
-1.08 |
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| 原始每股稅後盈餘(元) |
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-0.98 |
-1.06 |
-0.98 |
-1.08 |
-1.08 |
-1.10 |
-1.08 |
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| 毛利率(%) |
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39.90
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40.82
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41.05
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41.34
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41.49
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41.40
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41.38
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| 營業利益率(%) |
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-118.42 |
-146.16 |
-154.15 |
-202.85 |
-90.86 |
-102.85 |
-96.91 |
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| 稅後純益率(%) |
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-86.45 |
-113.92 |
-106.88 |
-151.27 |
-74.74 |
-83.24 |
-78.73 |
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| 稅後權益報酬率(%) |
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-3.77 |
-3.96 |
-3.58 |
-3.91 |
-3.80 |
-3.70 |
-3.58 |
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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 |
363,869 |
708,312 |
98.07 |
67.76 |
19.06 |
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708,312
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19.06 |
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| 202502 |
183,706 |
344,443 |
14.29 |
19.74 |
-8.88 |
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740,099
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-26.95 |
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| 202501 |
160,737 |
160,737 |
-59.37 |
-28.44 |
-28.44 |
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882,951
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-26.92 |
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| 202412 |
395,656 |
3,080,984 |
21.16 |
-37.70 |
-30.26 |
-4.10 |
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945,621
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-21.16 |
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| 202411 |
326,558 |
2,685,328 |
46.17 |
-6.27 |
-29.01 |
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887,759
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-23.85 |
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| 202410 |
223,407 |
2,358,770 |
-33.86 |
3.46 |
-31.32 |
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764,762
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-28.76 |
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| 202409 |
337,794 |
2,135,363 |
65.94 |
-43.84 |
-33.65 |
-3.12 |
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773,874
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-29.6 |
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| 202408 |
203,561 |
1,797,569 |
-12.45 |
-20.50 |
-31.31 |
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838,915
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-14.55 |
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| 202407 |
232,519 |
1,594,008 |
-42.28 |
-3.80 |
-32.48 |
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826,007
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-23.87 |
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| 202406 |
402,835 |
1,361,489 |
111.29
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-16.76 |
-35.76 |
-2.06 |
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766,559
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-32.99 |
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| 202405 |
190,653 |
958,654 |
10.16 |
-46.94 |
-41.38 |
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580,628
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-50.34 |
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| 202404 |
173,071 |
768,001 |
-20.21 |
-42.43 |
-39.81 |
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543,390
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-48.79 |
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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 |
342 |
412 |
70 |
9800 |
元大 |
-284 |
260 |
544 |
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| 1380 |
台灣匯立 |
207 |
207 |
0 |
5920 |
元富 |
-170 |
24 |
194 |
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| 1470 |
台灣摩根士丹利 |
159 |
165 |
6 |
9A00 |
永豐金 |
-77 |
88 |
165 |
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| 9300 |
華南永昌 |
55 |
119 |
64 |
8840 |
玉山 |
-67 |
27 |
94 |
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| 9200 |
凱基 |
49 |
394 |
345 |
5850 |
統一 |
-67 |
48 |
115 |
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| 1650 |
新加坡商瑞銀 |
36 |
189 |
153 |
7790 |
國票 |
-50 |
18 |
68 |
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| 1590 |
花旗環球 |
26 |
27 |
1 |
8440 |
摩根大通 |
-48 |
84 |
132 |
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| 6110 |
台中銀 |
19 |
21 |
2 |
1440 |
美林 |
-43 |
90 |
133 |
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| 8880 |
國泰 |
12 |
45 |
33 |
1020 |
合庫 |
-34 |
37 |
71 |
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| 5460 |
寶盛 |
8 |
8 |
0 |
9600 |
富邦 |
-12 |
148 |
160 |
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| 20250425 |
宏達電2025年股東會紀念品出爐 顏值高又耐用 |
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| 20250424 |
宏達電攻美 XR 跨步 |
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| 20250407 |
宏達電營收／3月3.64億元 月增98.07%、年增67.76% |
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| 20250407 |
宏達電營收／3月3.64億 月增98% 業績表現回暖 |
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| 20250317 |
宏達電 VR 展 2025年業績將翻倍 |
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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 |
9.3 |
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10日籌碼集中度 |
9.2 |
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單日買賣超 |
280 |
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| 5日籌碼集中度 |
5.6 |
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20日籌碼集中度 |
2.7 |
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累計買賣超 |
-109 |
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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 |
59816 |
借券餘額 |
66721 |
千張大戶戶數 |
69 |
大戶比例 |
37.94 |
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更新日期： |
2025/5/2 19:39 |
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