3003 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3003 健和興 |
實收資本額 |
1557 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2002/02/19 |
|
|
|
|
|
|
|
|
|
發 言
人 |
曾玉卿 |
電 話 |
(04)7580001 |
|
|
|
|
|
|
|
|
|
地 址 |
彰化縣線西鄉彰濱東三路8號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-連接元件 |
|
|
|
|
|
|
|
|
|
主要產品 |
端子 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
55.50 |
法人買賣超合計(近一日) |
賣超 -10.484 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.40
|
法人買賣超合計(近一週) |
賣超 -239.24 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.73
|
法人買賣超合計(近一月) |
買超
2023.91 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.34
|
外資連4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 |
|
|
|
|
|
|
|
2024/06/06 |
1.50 |
0.80 |
2011/08/11 |
2024/04/02 |
2.70% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/10 |
2.00 |
0.00 |
|
2025/04/10 |
|
3.6% |
0% |
3.6% |
|
|
|
|
2023 |
2024/06/06 |
1.50 |
0.00 |
|
2024/04/02 |
|
2.7% |
0% |
2.7% |
|
|
|
|
2022 |
2023/06/09 |
2.00 |
0.00 |
|
2023/04/07 |
|
3.6% |
0% |
3.6% |
|
|
|
|
2021 |
2022/06/10 |
2.00 |
0.00 |
|
2022/04/08 |
|
3.6% |
0% |
3.6% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
4.16 |
K(9) |
86.09 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
42.71 |
D(9) |
79.12 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
13.34 |
周K(9) |
31.89 |
|
1.6 |
1.6 |
2 |
1.2 |
1 |
|
|
|
|
股價淨值比 |
1.30 |
周D(9) |
25.1 |
綜合評分: |
7.4 |
建議: |
列入追踪 |
目標價: |
63.83 |
|
|
|
|
月線乖離率 |
8.15 |
季線乖離率 |
-9.47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
83.46 |
3*PB |
128.08 |
|
|
|
|
股價 |
63.00 |
49.00 |
50.70 |
52.30 |
55.50 |
15*PE |
62.59 |
2*PB |
85.38 |
|
|
|
|
成交量(千股) |
2,534 |
4,701 |
2,411 |
2,082 |
2,476 |
10*PE |
41.73 |
1*PB |
42.69 |
|
|
|
|
資餘 |
6,433 |
4,809 |
4,646 |
4,648 |
4,685 |
5*PE |
20.86 |
0.5*PB |
21.35 |
|
|
|
|
券餘 |
0 |
1 |
2 |
10 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
1,189,270
|
1,168,966
|
1,160,217
|
1,026,506
|
1,011,860
|
978,825
|
1,120,718
|
|
|
|
|
營業成本(千) |
|
856,222
|
816,211
|
819,480
|
746,582
|
707,942
|
685,042
|
772,337
|
|
|
|
|
營業毛利(千) |
|
333,048
|
352,755
|
340,737
|
279,924
|
303,918
|
293,783
|
348,381
|
|
|
|
|
營業費用(千) |
|
172,113
|
175,004
|
164,308
|
150,929
|
150,560
|
149,669
|
148,860
|
|
|
|
|
營業利益(千) |
|
160,935
|
177,751
|
176,429
|
128,995
|
153,358
|
144,114
|
199,521
|
|
|
|
|
營業外收入及支出(千) |
|
46,726
|
-4,286 |
96,067
|
68,603
|
-30,386 |
55,355
|
53,823
|
|
|
|
|
稅前純益(千) |
|
207,661
|
173,465
|
272,496
|
197,598
|
122,972
|
199,469
|
253,344
|
|
|
|
|
所得稅(千) |
|
55,496
|
47,099
|
85,715
|
49,926
|
29,371
|
43,553
|
88,480
|
|
|
|
|
稅後純益(千) |
|
152,165
|
126,366
|
186,781
|
147,672
|
93,601
|
155,916
|
164,864
|
|
|
|
|
其他綜合損益(千) |
|
-26,471 |
28,119
|
4,176
|
18,467
|
-18,715 |
14,817
|
-33,386 |
|
|
|
|
綜合損益(千) |
|
125,694
|
154,485
|
190,957
|
166,139
|
74,886
|
170,733
|
131,478
|
|
|
|
|
原始每股稅前盈餘(元) |
|
1.33
|
1.11
|
1.75
|
1.27
|
0.79
|
1.28
|
1.63
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.96
|
0.80
|
1.19
|
0.94
|
0.59
|
1.00
|
1.05
|
|
|
|
|
毛利率(%) |
|
28.00
|
30.18
|
29.37
|
27.27
|
30.04
|
30.01
|
31.09
|
|
|
|
|
營業利益率(%) |
|
13.53
|
15.21
|
15.21
|
12.57
|
15.16
|
14.72
|
17.80
|
|
|
|
|
稅後純益率(%) |
|
12.79
|
10.81
|
16.10
|
14.39
|
9.25
|
15.93
|
14.71
|
|
|
|
|
稅後權益報酬率(%) |
|
2.29
|
1.94
|
2.95
|
2.35
|
1.49
|
2.54
|
2.75
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
375,090 |
1,006,322 |
9.84
|
-2.79 |
-1.97 |
0.68
|
|
1,006,322
|
-1.97 |
|
|
|
|
202502 |
341,487 |
631,232 |
17.86
|
11.80
|
-1.47 |
0.37
|
|
1,044,926
|
5.98 |
|
|
|
|
202501 |
289,745 |
289,745 |
-29.96 |
-13.57 |
-13.57 |
0.13
|
創近一年新低 |
1,074,650
|
5.93 |
|
|
|
|
202412 |
413,694 |
4,544,959 |
11.44
|
19.79
|
9.00
|
5.47
|
創近一年新高 |
1,189,270
|
17.53 |
|
|
|
|
202411 |
371,211 |
4,131,265 |
-8.20 |
11.16
|
8.03
|
5.05
|
|
1,155,836
|
15.43 |
|
|
|
|
202410 |
404,365 |
3,760,054 |
6.34
|
21.58
|
7.73
|
4.58
|
創近一年新高 |
1,186,702
|
19.7 |
|
|
|
|
202409 |
380,260 |
3,355,689 |
-5.43 |
13.56
|
6.27
|
4.13
|
|
1,168,965
|
19.43 |
|
|
|
|
202408 |
402,077 |
2,975,428 |
4.00
|
24.10
|
5.40
|
3.81
|
創近一年新高 |
1,188,442
|
15.52 |
|
|
|
|
202407 |
386,628 |
2,573,351 |
-3.28 |
20.83
|
2.98
|
3.63
|
|
1,169,064
|
7.52 |
|
|
|
|
202406 |
399,737 |
2,186,723 |
4.45
|
3.89
|
0.35
|
3.02
|
創近一年新高 |
1,160,217
|
3.52 |
|
|
|
|
202405 |
382,699 |
1,786,986 |
1.30
|
0.03
|
-0.40 |
0.21
|
|
1,146,325
|
1.67 |
|
|
|
|
202404 |
377,781 |
1,404,287 |
-2.09 |
6.91
|
-0.52 |
1.76
|
|
1,069,060
|
-1.06 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9100 |
群益金鼎 |
64 |
143 |
79 |
8560 |
新光 |
-106 |
20 |
126 |
|
|
|
|
8450 |
康和 |
44 |
53 |
9 |
9600 |
富邦 |
-27 |
28 |
55 |
|
|
|
|
9200 |
凱基 |
16 |
121 |
105 |
1560 |
港商野村 |
-23 |
0 |
23 |
|
|
|
|
5920 |
元富 |
12 |
27 |
15 |
7000 |
兆豐 |
-14 |
26 |
40 |
|
|
|
|
8150 |
台新 |
10 |
21 |
11 |
5850 |
統一 |
-8 |
2 |
10 |
|
|
|
|
9800 |
元大 |
10 |
105 |
95 |
1480 |
美商高盛 |
-7 |
22 |
29 |
|
|
|
|
8440 |
摩根大通 |
7 |
14 |
7 |
8880 |
國泰 |
-6 |
20 |
26 |
|
|
|
|
1020 |
合庫 |
6 |
10 |
4 |
1260 |
宏遠 |
-3 |
52 |
55 |
|
|
|
|
1020 |
合庫 |
6 |
10 |
4 |
1260 |
宏遠 |
-3 |
52 |
55 |
|
|
|
|
7790 |
國票 |
5 |
17 |
12 |
1470 |
台灣摩根士丹利 |
-2 |
11 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250415 |
健和興自結3月稅後損益年減30.85% EPS 達0.21元 |
|
|
|
|
20250415 |
健和興3月每股賺0.21元 |
|
|
|
|
20250106 |
健和興營收/2024年12月達4.14億元 兩年來新高 |
|
|
|
|
20241205 |
台股上漲12點收23,267點 資服股異軍突起 |
|
|
|
|
20241205 |
台股午盤過後震盪…資安族群受親睞 五檔衝漲停 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-2.3 |
|
10日籌碼集中度 |
-3.9 |
|
單日買賣超 |
-20 |
|
|
|
5日籌碼集中度 |
-8 |
|
20日籌碼集中度 |
6.4 |
優 |
累計買賣超 |
-15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
4620 |
借券餘額 |
5681 |
千張大戶戶數 |
24 |
大戶比例 |
50.18 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|