3605 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3605 宏致 |
實收資本額 |
1487 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2009/03/26 |
|
|
|
|
|
|
|
|
|
發 言
人 |
扶大桂 |
電 話 |
(03)4632808 |
|
|
|
|
|
|
|
|
|
地 址 |
桃園市中壢區過嶺路二段530-6號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-連接元件 |
|
|
|
|
|
|
|
|
|
主要產品 |
電子、電腦、車用、網通、消費性電子、工業、醫療等連接器及配件、電子線連接線組、無線通訊射頻連接器線組、金屬沖壓件、前各項及各式零組件等產品之研發、生產及銷售等業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
49.70 |
法人買賣超合計(近一日) |
買超 1432.378 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
1.95
|
法人買賣超合計(近一週) |
買超
1683.41 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
4.08
|
法人買賣超合計(近一月) |
賣超 -10403.66 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.10
|
|
投信連3買 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/25 |
0.55 |
2.99 |
2010/09/15 |
2023/08/17 |
1.11% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/25 |
0.75 |
0.00 |
|
|
|
1.51% |
0% |
1.51% |
|
|
|
|
2023 |
2024/06/25 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2022 |
2023/06/27 |
0.55 |
0.00 |
|
2023/08/17 |
|
1.11% |
0% |
1.11% |
|
|
|
|
2021 |
2022/06/29 |
1.50 |
0.00 |
|
2022/08/16 |
|
3.02% |
0% |
3.02% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
3.91 |
K(9) |
75.29 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
43.45 |
D(9) |
66.1 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
12.71 |
周K(9) |
32.73 |
|
1.6 |
1.2 |
2 |
1.2 |
1.5 |
|
|
|
|
股價淨值比 |
1.14 |
周D(9) |
38.33 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
57.16 |
|
|
|
|
月線乖離率 |
6.96 |
季線乖離率 |
-11.73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
78.27 |
3*PB |
127.44 |
|
|
|
|
股價 |
53.70 |
43.10 |
47.70 |
46.80 |
49.70 |
15*PE |
58.70 |
2*PB |
84.96 |
|
|
|
|
成交量(千股) |
14,041 |
17,886 |
35,066 |
14,739 |
11,997 |
10*PE |
39.13 |
1*PB |
42.48 |
|
|
|
|
資餘 |
8,809 |
6,767 |
8,078 |
7,981 |
8,170 |
5*PE |
19.57 |
0.5*PB |
21.24 |
|
|
|
|
券餘 |
2,046 |
427 |
0 |
4 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
2,684,398
|
2,688,732
|
2,454,508
|
1,943,259
|
2,168,138
|
2,204,976
|
2,072,908
|
|
|
|
|
營業成本(千) |
|
2,014,821
|
2,004,552
|
1,884,104
|
1,545,618
|
1,693,041
|
1,705,713
|
1,670,925
|
|
|
|
|
營業毛利(千) |
|
669,577
|
684,180
|
570,404
|
397,641
|
475,097
|
499,263
|
401,983
|
|
|
|
|
營業費用(千) |
|
554,788
|
529,319
|
502,782
|
456,433
|
523,077
|
528,581
|
525,313
|
|
|
|
|
營業利益(千) |
|
114,789
|
154,861
|
67,622
|
-58,792 |
-47,980 |
-29,318 |
-123,330 |
|
|
|
|
營業外收入及支出(千) |
|
46,383
|
-964 |
11,882
|
51,432
|
-52,803 |
67,438
|
71,462
|
|
|
|
|
稅前純益(千) |
|
161,172
|
153,897
|
79,504
|
-7,360 |
-100,783 |
38,120
|
-51,868 |
|
|
|
|
所得稅(千) |
|
16,430
|
24,390
|
12,406
|
-10,368 |
-9,131 |
5,671
|
-6,157 |
|
|
|
|
稅後純益(千) |
|
144,742
|
129,507
|
67,098
|
3,008
|
-91,652 |
32,449
|
-45,711 |
|
|
|
|
其他綜合損益(千) |
|
-7,274 |
34,855
|
29,462
|
113,371
|
-109,694 |
143,793
|
-87,873 |
|
|
|
|
綜合損益(千) |
|
137,468
|
164,362
|
96,560
|
116,379
|
-201,346 |
176,242
|
-133,584 |
|
|
|
|
原始每股稅前盈餘(元) |
|
1.08
|
1.08
|
0.59
|
-0.05 |
-0.75 |
0.28
|
-0.39 |
|
|
|
|
原始每股稅後盈餘(元) |
|
0.97
|
0.91
|
0.50
|
0.02
|
-0.68 |
0.24
|
-0.34 |
|
|
|
|
毛利率(%) |
|
24.94
|
25.45
|
23.24
|
20.46
|
21.91
|
22.64
|
19.39
|
|
|
|
|
營業利益率(%) |
|
4.28
|
5.76
|
2.76
|
-3.03 |
-2.21 |
-1.33 |
-5.95 |
|
|
|
|
稅後純益率(%) |
|
5.39
|
4.82
|
2.73
|
0.15
|
-4.23 |
1.47
|
-2.21 |
|
|
|
|
稅後權益報酬率(%) |
|
2.32
|
2.26
|
1.24
|
0.06
|
-1.71 |
0.60
|
-0.85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
949,951 |
2,577,280 |
30.30
|
35.90
|
32.63
|
|
創近一年新高 |
2,577,280
|
32.63 |
|
|
|
|
202502 |
729,069 |
1,627,329 |
-18.84 |
37.59
|
30.79
|
|
|
2,537,899
|
30.23 |
|
|
|
|
202501 |
898,260 |
898,260 |
-1.35 |
25.74
|
25.74
|
|
|
2,734,016
|
26.02 |
|
|
|
|
202412 |
910,570 |
9,770,897 |
-1.58 |
29.24
|
15.14
|
2.60
|
|
2,684,398
|
23.81 |
|
|
|
|
202411 |
925,186 |
8,860,327 |
9.02
|
23.26
|
13.86
|
|
|
2,699,585
|
23.38 |
|
|
|
|
202410 |
848,642 |
7,935,141 |
-8.33 |
19.02
|
12.86
|
|
|
2,656,490
|
20.55 |
|
|
|
|
202409 |
925,757 |
7,086,499 |
4.95
|
27.81
|
12.16
|
1.52
|
創近一年新高 |
2,688,732
|
21.94 |
|
|
|
|
202408 |
882,091 |
6,160,742 |
0.14
|
15.11
|
10.14
|
|
創近一年新高 |
2,567,000
|
18.24 |
|
|
|
|
202407 |
880,884 |
5,278,651 |
9.56
|
23.32
|
9.35
|
|
創近一年新高 |
2,502,154
|
15.63 |
|
|
|
|
202406 |
804,025 |
4,397,767 |
-1.62 |
16.47
|
6.92
|
0.48
|
|
2,454,508
|
18.41 |
|
|
|
|
202405 |
817,245 |
3,593,742 |
-1.92 |
7.64
|
4.99
|
|
|
2,349,506
|
10.02 |
|
|
|
|
202404 |
833,238 |
2,776,497 |
19.20
|
33.67
|
4.24
|
|
創近一年新高 |
2,062,127
|
3.14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1470 |
台灣摩根士丹利 |
404 |
496 |
92 |
9100 |
群益金鼎 |
-378 |
143 |
521 |
|
|
|
|
9200 |
凱基 |
277 |
741 |
464 |
9800 |
元大 |
-251 |
464 |
715 |
|
|
|
|
1440 |
美林 |
251 |
252 |
1 |
5380 |
第一金 |
-218 |
32 |
250 |
|
|
|
|
8440 |
摩根大通 |
188 |
189 |
1 |
9A00 |
永豐金 |
-184 |
94 |
278 |
|
|
|
|
1650 |
新加坡商瑞銀 |
175 |
284 |
109 |
5920 |
元富 |
-179 |
178 |
357 |
|
|
|
|
1560 |
港商野村 |
160 |
160 |
0 |
8880 |
國泰 |
-80 |
84 |
164 |
|
|
|
|
5320 |
高橋 |
44 |
60 |
16 |
8450 |
康和 |
-65 |
60 |
125 |
|
|
|
|
8560 |
新光 |
39 |
93 |
54 |
6460 |
大昌 |
-54 |
16 |
70 |
|
|
|
|
9300 |
華南永昌 |
35 |
181 |
146 |
1480 |
美商高盛 |
-54 |
161 |
215 |
|
|
|
|
9600 |
富邦 |
35 |
233 |
198 |
1020 |
合庫 |
-41 |
15 |
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250421 |
4月庫藏大軍全都露 這檔獨掛漲停、世紀鋼重挫 |
|
|
|
|
20250415 |
宏致預計買回庫藏股5,000張 蔚華科1,500張 |
|
|
|
|
20250415 |
宏致啟動庫藏股 最多買回5千張 |
|
|
|
|
20250325 |
宏致研發總部啟用 產能大增 |
|
|
|
|
20250324 |
宏致第1季 EPS 上看1.5元 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
18.5 |
|
10日籌碼集中度 |
-0.1 |
|
單日買賣超 |
841 |
|
|
|
5日籌碼集中度 |
9.2 |
|
20日籌碼集中度 |
-5.3 |
|
累計買賣超 |
-5898 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
3122 |
借券餘額 |
7217 |
千張大戶戶數 |
26 |
大戶比例 |
45.03 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|