3131 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3131 弘塑 |
實收資本額 |
292 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2011/01/17 |
|
|
|
|
|
|
|
|
|
發 言
人 |
梁勝銓 |
電 話 |
03-5183030 |
|
|
|
|
|
|
|
|
|
地 址 |
30095新竹市香山區中華路六段89號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子中游-儀器設備工程 |
|
|
|
|
|
|
|
|
|
主要產品 |
半導體及積體電路製造設備之工程承包、製造、買賣及維修工程、化學品:工業級、試藥級、電子級混酸(蝕刻液)、電鑄藥液、半導體相關之機械安裝、電子零組件製造 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
930.00 |
法人買賣超合計(近一日) |
賣超 -25.021 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
-1.00
|
法人買賣超合計(近一週) |
賣超 -553.2 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
-0.11
|
法人買賣超合計(近一月) |
賣超 -219.41 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
|
外資連3賣 |
投信連6買 |
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 |
|
|
|
|
|
|
|
2023/06/21 |
18.00 |
#N/A |
#N/A |
2023/07/27 |
1.94% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/19 |
22.00 |
0.00 |
|
|
|
2.37% |
0% |
2.37% |
|
|
|
|
2023 |
2024/06/19 |
16.00 |
0.00 |
|
2024/07/30 |
|
1.72% |
0% |
1.72% |
|
|
|
|
2022 |
2023/06/21 |
18.00 |
0.00 |
|
2023/07/27 |
|
1.94% |
0% |
1.94% |
|
|
|
|
2021 |
2022/06/23 |
17.00 |
0.00 |
|
2022/07/28 |
|
1.83% |
0% |
1.83% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
38.65 |
K(9) |
78.29 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
155.39 |
D(9) |
67.7 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
24.06 |
周K(9) |
20.23 |
|
1.2 |
1.2 |
1.6 |
1.2 |
0.5 |
|
|
|
|
股價淨值比 |
5.98 |
周D(9) |
14.57 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
1060.56 |
|
|
|
|
月線乖離率 |
7.01 |
季線乖離率 |
-13.93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
771.78 |
3*PB |
466.56 |
|
|
|
|
股價 |
978.00 |
871.00 |
804.00 |
900.00 |
930.00 |
15*PE |
578.84 |
2*PB |
311.04 |
|
|
|
|
成交量(千股) |
1,306 |
2,189 |
1,768 |
3,925 |
3,551 |
10*PE |
385.89 |
1*PB |
155.52 |
|
|
|
|
資餘 |
|
|
|
|
|
5*PE |
192.95 |
0.5*PB |
77.76 |
|
|
|
|
券餘 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
1,221,913
|
991,694
|
961,719
|
898,137
|
1,038,250
|
830,362
|
862,050
|
|
|
|
|
營業成本(千) |
|
659,480
|
514,566
|
544,259
|
509,834
|
549,364
|
507,767
|
524,616
|
|
|
|
|
營業毛利(千) |
|
562,433
|
477,128
|
417,460
|
388,303
|
488,886
|
322,595
|
337,434
|
|
|
|
|
營業費用(千) |
|
280,109
|
228,209
|
216,489
|
214,588
|
263,484
|
174,025
|
171,556
|
|
|
|
|
營業利益(千) |
|
282,324
|
248,919
|
200,971
|
173,715
|
225,402
|
148,570
|
165,878
|
|
|
|
|
營業外收入及支出(千) |
|
28,890
|
22,314
|
44,720
|
44,674
|
-11,470 |
45,849
|
26,028
|
|
|
|
|
稅前純益(千) |
|
311,214
|
271,233
|
245,691
|
218,389
|
213,932
|
194,419
|
191,906
|
|
|
|
|
所得稅(千) |
|
59,576
|
54,377
|
40,300
|
46,721
|
26,504
|
35,765
|
39,515
|
|
|
|
|
稅後純益(千) |
|
251,638
|
216,856
|
205,391
|
171,668
|
187,428
|
158,654
|
152,391
|
|
|
|
|
其他綜合損益(千) |
|
-74,367 |
-26,477 |
-41,377 |
87,435
|
-10,242 |
47,379
|
6,046
|
|
|
|
|
綜合損益(千) |
|
177,271
|
190,379
|
164,014
|
259,103
|
177,186
|
206,033
|
158,437
|
|
|
|
|
原始每股稅前盈餘(元) |
|
10.65
|
9.28
|
8.41
|
7.53
|
7.47
|
6.79
|
6.70
|
|
|
|
|
原始每股稅後盈餘(元) |
|
8.60
|
7.42
|
7.03
|
5.93
|
6.57
|
5.54
|
5.33
|
|
|
|
|
毛利率(%) |
|
46.03
|
48.11
|
43.41
|
43.23
|
47.09
|
38.85
|
39.14
|
|
|
|
|
營業利益率(%) |
|
23.11
|
25.10
|
20.90
|
19.34
|
21.71
|
17.89
|
19.24
|
|
|
|
|
稅後純益率(%) |
|
20.59
|
21.87
|
21.36
|
19.11
|
18.05
|
19.11
|
17.68
|
|
|
|
|
稅後權益報酬率(%) |
|
5.61
|
5.04
|
5.11
|
4.55
|
5.17
|
4.62
|
4.75
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
487,227 |
1,240,814 |
27.36
|
62.13
|
38.15
|
|
|
1,240,814
|
38.15 |
|
|
|
|
202502 |
382,546 |
753,587 |
3.10
|
38.05
|
26.10
|
|
|
1,244,289
|
45.12 |
|
|
|
|
202501 |
371,041 |
371,041 |
-24.39 |
15.77
|
15.77
|
|
|
1,214,913
|
15.85 |
|
|
|
|
202412 |
490,702 |
4,073,463 |
38.94
|
88.88
|
14.94
|
35.84
|
創歷史新高 |
1,221,913
|
17.69 |
|
|
|
|
202411 |
353,170 |
3,582,761 |
-6.58 |
-24.60 |
9.09
|
|
|
1,063,184
|
-0.41 |
|
|
|
|
202410 |
378,041 |
3,229,591 |
13.88
|
21.93
|
14.70
|
|
|
1,037,090
|
24.24 |
|
|
|
|
202409 |
331,973 |
2,851,550 |
1.50
|
14.82
|
13.80
|
25.18
|
|
991,694
|
19.43 |
|
|
|
|
202408 |
327,076 |
2,519,577 |
-1.67 |
38.83
|
13.67
|
|
|
982,178
|
13.05 |
|
|
|
|
202407 |
332,645 |
2,192,501 |
3.16
|
8.84
|
10.68
|
|
|
955,194
|
5.23 |
|
|
|
|
202406 |
322,457 |
1,859,856 |
7.45
|
-1.56 |
11.01
|
15.89
|
|
961,719
|
11.56 |
|
|
|
|
202405 |
300,092 |
1,537,399 |
-11.52 |
9.33
|
14.07
|
|
|
939,786
|
10.57 |
|
|
|
|
202404 |
339,170 |
1,237,307 |
12.86
|
30.45
|
15.28
|
|
|
916,808
|
11.06 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
8440 |
摩根大通 |
25 |
32 |
7 |
9200 |
凱基 |
-30 |
103 |
133 |
|
|
|
|
9800 |
元大 |
19 |
121 |
102 |
5850 |
統一 |
-15 |
18 |
33 |
|
|
|
|
9600 |
富邦 |
12 |
40 |
28 |
1440 |
美林 |
-14 |
0 |
14 |
|
|
|
|
9300 |
華南永昌 |
8 |
21 |
13 |
9A00 |
永豐金 |
-10 |
38 |
48 |
|
|
|
|
7030 |
致和 |
4 |
7 |
3 |
1480 |
美商高盛 |
-8 |
32 |
40 |
|
|
|
|
6460 |
大昌 |
4 |
6 |
2 |
1560 |
港商野村 |
-6 |
4 |
10 |
|
|
|
|
6160 |
中國信託 |
3 |
9 |
6 |
9100 |
群益金鼎 |
-4 |
16 |
20 |
|
|
|
|
5260 |
美好 |
3 |
3 |
0 |
1590 |
花旗環球 |
-3 |
0 |
3 |
|
|
|
|
1040 |
臺銀證券 |
3 |
10 |
7 |
1470 |
台灣摩根士丹利 |
-2 |
33 |
35 |
|
|
|
|
1230 |
彰銀 |
3 |
4 |
1 |
7000 |
兆豐 |
-2 |
12 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250429 |
台股千金俱樂部 增至13檔 |
|
|
|
|
20250425 |
弘塑、世紀鋼 挑長天期 |
|
|
|
|
20250311 |
台積電慘跌收971元 但這檔概念股飆漲停還有2檔漲半根 |
|
|
|
|
20250309 |
弘塑2月營收增3% |
|
|
|
|
20250305 |
台股閃見17千金 IC 設計最拉風 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-4.3 |
|
10日籌碼集中度 |
-1.2 |
|
單日買賣超 |
-30 |
|
|
|
5日籌碼集中度 |
-7.7 |
|
20日籌碼集中度 |
-0.6 |
|
累計買賣超 |
-142 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
989 |
借券餘額 |
1994 |
千張大戶戶數 |
4 |
大戶比例 |
28.68 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 17:40 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|