5469 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5469 瀚宇博 |
實收資本額 |
4862 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2003/08/25 |
|
|
|
|
|
|
|
|
|
發 言
人 |
簡佩琪 |
電 話 |
(03)4838500 |
|
|
|
|
|
|
|
|
|
地 址 |
桃園市觀音區樹林里工業四路9號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-PCB-製造 |
|
|
|
|
|
|
|
|
|
主要產品 |
電子零組件製造業、電子材料批發業、電子材料零售業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
48.20 |
法人買賣超合計(近一日) |
買超 471.185 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.90
|
法人買賣超合計(近一週) |
買超
1280.05 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
1.90
|
法人買賣超合計(近一月) |
賣超 -439.52 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.01
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/18 |
1.61 |
0.20 |
2019/07/16 |
2024/07/09 |
3.34% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/18 |
2.50 |
0.00 |
|
|
|
5.19% |
0% |
5.19% |
|
|
|
|
2023 |
2024/06/18 |
1.61 |
0.00 |
|
2024/07/09 |
|
3.34% |
0% |
3.34% |
|
|
|
|
2022 |
2023/06/15 |
2.40 |
0.00 |
|
2023/07/19 |
|
4.98% |
0% |
4.98% |
|
|
|
|
2021 |
2022/06/14 |
2.20 |
0.00 |
|
2022/08/09 |
|
4.56% |
0% |
4.56% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
5.59 |
K(9) |
89.95 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
66.60 |
D(9) |
83.49 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
8.62 |
周K(9) |
42.61 |
|
1.6 |
0.8 |
2 |
1.6 |
1.5 |
|
|
|
|
股價淨值比 |
0.72 |
周D(9) |
44.65 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
55.43 |
|
|
|
|
月線乖離率 |
6.16 |
季線乖離率 |
-7.27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
112.09 |
3*PB |
198.08 |
|
|
|
|
股價 |
53.10 |
43.30 |
45.10 |
46.40 |
48.20 |
15*PE |
84.07 |
2*PB |
132.05 |
|
|
|
|
成交量(千股) |
4,993 |
11,704 |
8,779 |
5,854 |
4,696 |
10*PE |
56.05 |
1*PB |
66.03 |
|
|
|
|
資餘 |
10,679 |
8,670 |
8,877 |
8,357 |
8,309 |
5*PE |
28.02 |
0.5*PB |
33.01 |
|
|
|
|
券餘 |
62 |
0 |
0 |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
10,177,153
|
11,807,997
|
10,400,730
|
9,246,152
|
10,084,714
|
11,767,471
|
10,793,800
|
|
|
|
|
營業成本(千) |
|
8,060,512
|
8,775,346
|
7,714,296
|
6,903,720
|
7,512,388
|
8,509,518
|
8,313,031
|
|
|
|
|
營業毛利(千) |
|
2,116,641
|
3,032,651
|
2,686,434
|
2,342,432
|
2,572,326
|
3,257,953
|
2,480,769
|
|
|
|
|
營業費用(千) |
|
1,119,909
|
973,422
|
1,040,398
|
918,739
|
957,037
|
954,327
|
1,038,192
|
|
|
|
|
營業利益(千) |
|
996,732
|
2,059,229
|
1,646,036
|
1,423,693
|
1,615,289
|
2,303,626
|
1,442,577
|
|
|
|
|
營業外收入及支出(千) |
|
734,346
|
-217,993 |
443,435
|
323,519
|
-156,571 |
50,792
|
367,882
|
|
|
|
|
稅前純益(千) |
|
1,731,078
|
1,841,236
|
2,089,471
|
1,747,212
|
1,458,718
|
2,354,418
|
1,810,459
|
|
|
|
|
所得稅(千) |
|
771,821
|
534,741
|
655,563
|
881,022
|
787,116
|
610,732
|
637,103
|
|
|
|
|
稅後純益(千) |
|
959,257
|
1,306,495
|
1,433,908
|
866,190
|
671,602
|
1,743,686
|
1,173,356
|
|
|
|
|
其他綜合損益(千) |
|
-365,623 |
-973,745 |
753,614
|
1,093,614
|
-533,277 |
1,935,150
|
-284,285 |
|
|
|
|
綜合損益(千) |
|
593,634
|
332,750
|
2,187,522
|
1,959,804
|
138,325
|
3,678,836
|
889,071
|
|
|
|
|
原始每股稅前盈餘(元) |
|
3.58
|
3.81
|
3.98
|
3.31
|
2.76
|
4.46
|
3.43
|
|
|
|
|
原始每股稅後盈餘(元) |
|
1.61
|
1.62
|
1.76
|
1.00
|
0.47
|
1.95
|
1.51
|
|
|
|
|
毛利率(%) |
|
20.80
|
25.68
|
25.83
|
25.33
|
25.51
|
27.69
|
22.98
|
|
|
|
|
營業利益率(%) |
|
9.79
|
17.44
|
15.83
|
15.40
|
16.02
|
19.58
|
13.36
|
|
|
|
|
稅後純益率(%) |
|
9.43
|
11.06
|
13.79
|
9.37
|
6.66
|
14.82
|
10.87
|
|
|
|
|
稅後權益報酬率(%) |
|
2.04
|
2.79
|
3.06
|
1.90
|
1.51
|
4.10
|
2.85
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
3,795,180 |
10,568,932 |
14.47
|
19.29
|
14.31
|
|
|
10,568,932
|
14.31 |
|
|
|
|
202502 |
3,315,505 |
6,773,752 |
-4.13 |
27.03
|
11.69
|
|
|
10,200,559
|
11.71 |
|
|
|
|
202501 |
3,458,247 |
3,458,247 |
0.92
|
0.10
|
0.10
|
|
|
10,231,170
|
3.04 |
|
|
|
|
202412 |
3,426,807 |
41,632,032 |
2.41
|
11.76
|
-3.13 |
15.24
|
|
10,177,153
|
0.92 |
|
|
|
|
202411 |
3,346,116 |
38,205,225 |
-1.71 |
-1.81 |
-4.27 |
|
|
10,584,012
|
-2.52 |
|
|
|
|
202410 |
3,404,230 |
34,859,109 |
-11.20 |
-5.71 |
-4.50 |
|
|
11,244,848
|
-1.45 |
|
|
|
|
202409 |
3,833,666 |
31,454,879 |
-4.32 |
-0.14 |
-4.37 |
11.68
|
|
11,807,997
|
0.34 |
|
|
|
|
202408 |
4,006,952 |
27,621,213 |
1.00
|
1.18
|
-4.92 |
|
創近一年新高 |
11,466,230
|
0.54 |
|
|
|
|
202407 |
3,967,379 |
23,614,261 |
13.62
|
-0.02 |
-5.89 |
|
創近一年新高 |
10,980,804
|
-1.8 |
|
|
|
|
202406 |
3,491,899 |
19,646,882 |
-0.84 |
0.46
|
-6.99 |
7.89
|
|
10,400,730
|
-3.64 |
|
|
|
|
202405 |
3,521,526 |
16,154,983 |
3.96
|
-5.78 |
-8.46 |
|
|
10,090,241
|
-9.62 |
|
|
|
|
202404 |
3,387,305 |
12,633,457 |
6.47
|
-5.39 |
-9.18 |
|
|
9,178,656
|
-13.78 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1650 |
新加坡商瑞銀 |
153 |
155 |
2 |
9100 |
群益金鼎 |
-230 |
27 |
257 |
|
|
|
|
1440 |
美林 |
83 |
91 |
8 |
7000 |
兆豐 |
-92 |
23 |
115 |
|
|
|
|
5920 |
元富 |
72 |
135 |
63 |
9800 |
元大 |
-50 |
120 |
170 |
|
|
|
|
9200 |
凱基 |
54 |
300 |
246 |
6210 |
新百王 |
-47 |
5 |
52 |
|
|
|
|
9A00 |
永豐金 |
50 |
63 |
13 |
1230 |
彰銀 |
-22 |
0 |
22 |
|
|
|
|
1480 |
美商高盛 |
44 |
93 |
49 |
8150 |
台新 |
-13 |
3 |
16 |
|
|
|
|
8560 |
新光 |
29 |
37 |
8 |
9600 |
富邦 |
-13 |
66 |
79 |
|
|
|
|
1560 |
港商野村 |
27 |
27 |
0 |
5850 |
統一 |
-8 |
48 |
56 |
|
|
|
|
8450 |
康和 |
17 |
27 |
10 |
5380 |
第一金 |
-6 |
2 |
8 |
|
|
|
|
1470 |
台灣摩根士丹利 |
16 |
26 |
10 |
5260 |
美好 |
-5 |
0 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250327 |
瀚宇博配息2.5元 |
|
|
|
|
20250327 |
瀚宇博擬配息2.5元現金殖利率逾4% 精成科併日企獲准 |
|
|
|
|
20250219 |
2月19日重要財經行事曆 |
|
|
|
|
20250219 |
嘉聯益去年虧損4.41元較前年收斂 今年續調整體質 |
|
|
|
|
20250217 |
鋼鐵大軍休息 華新漲勢未停偕華邦電領軍集團股衝鋒 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
6.7 |
|
10日籌碼集中度 |
9.2 |
|
單日買賣超 |
90 |
|
|
|
5日籌碼集中度 |
13.2 |
|
20日籌碼集中度 |
2.7 |
|
累計買賣超 |
-488 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
2461 |
借券餘額 |
6739 |
千張大戶戶數 |
43 |
大戶比例 |
63.94 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 20:01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|