6248 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6248 沛波 |
實收資本額 |
1000 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2003/09/03 |
|
|
|
|
|
|
|
|
|
發 言
人 |
黃霈櫻 |
電 話 |
04-7530578 |
|
|
|
|
|
|
|
|
|
地 址 |
彰化縣鹿港鎮經建十一路3號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-鋼鐵 |
|
|
|
|
|
|
|
|
|
主要產品 |
鋼材二次加工業、建材批發業、建材零售業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
26.30 |
法人買賣超合計(近一日) |
買超 34 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.60
|
法人買賣超合計(近一週) |
買超
140 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
2.33
|
法人買賣超合計(近一月) |
賣超 -325 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.57
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2023/05/12 |
1.82 |
0.19 |
2007/08/22 |
2023/06/07 |
6.92% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/26 |
1.80 |
0.00 |
|
|
|
6.84% |
0% |
6.84% |
|
|
|
|
2023 |
2024/04/22 |
2.00 |
0.00 |
|
2024/05/23 |
|
7.6% |
0% |
7.6% |
|
|
|
|
2022 |
2023/05/12 |
1.82 |
0.00 |
|
2023/06/07 |
|
6.92% |
0% |
6.92% |
|
|
|
|
2021 |
2022/04/28 |
1.20 |
0.00 |
|
2022/06/09 |
|
4.56% |
0% |
4.56% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
2.00 |
K(9) |
88.1 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
23.84 |
D(9) |
75.45 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
13.15 |
周K(9) |
42.41 |
|
1.6 |
1.2 |
1.2 |
1.2 |
0.5 |
|
|
|
|
股價淨值比 |
1.10 |
周D(9) |
41.02 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
30.25 |
|
|
|
|
月線乖離率 |
5.72 |
季線乖離率 |
-3.74 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
39.85 |
3*PB |
70.45 |
|
|
|
|
股價 |
27.20 |
24.70 |
24.70 |
24.95 |
26.30 |
15*PE |
29.89 |
2*PB |
46.96 |
|
|
|
|
成交量(千股) |
757 |
3,823 |
621 |
517 |
536 |
10*PE |
19.92 |
1*PB |
23.48 |
|
|
|
|
資餘 |
1,141 |
1,274 |
954 |
892 |
884 |
5*PE |
9.96 |
0.5*PB |
11.74 |
|
|
|
|
券餘 |
4 |
5 |
5 |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
2,260,678
|
2,495,512
|
2,356,654
|
2,200,590
|
2,056,026
|
1,650,094
|
1,943,302
|
|
|
|
|
營業成本(千) |
|
2,141,027
|
2,376,144
|
2,245,223
|
2,077,080
|
1,925,864
|
1,547,482
|
1,824,609
|
|
|
|
|
營業毛利(千) |
|
119,651
|
119,368
|
111,431
|
123,510
|
130,162
|
102,612
|
118,693
|
|
|
|
|
營業費用(千) |
|
76,725
|
73,576
|
71,633
|
63,852
|
79,409
|
51,592
|
55,859
|
|
|
|
|
營業利益(千) |
|
42,926
|
45,792
|
39,798
|
59,658
|
50,753
|
51,020
|
62,834
|
|
|
|
|
營業外收入及支出(千) |
|
-15,550 |
-2,859 |
94,566
|
968 |
84,828
|
-6,550 |
-60 |
|
|
|
|
稅前純益(千) |
|
27,376
|
42,933
|
134,364
|
60,626
|
135,581
|
44,470
|
62,774
|
|
|
|
|
所得稅(千) |
|
8,003
|
8,316
|
5,913
|
12,224
|
8,930
|
8,504
|
12,641
|
|
|
|
|
稅後純益(千) |
|
19,373
|
34,617
|
128,451
|
48,402
|
126,651
|
35,966
|
50,133
|
|
|
|
|
其他綜合損益(千) |
|
|
|
|
|
|
|
|
|
|
|
|
綜合損益(千) |
|
31,413
|
34,617
|
128,451
|
48,402
|
126,651
|
35,966
|
50,133
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.27
|
0.61
|
1.92
|
0.87
|
1.97
|
0.65
|
0.92
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.19
|
0.49
|
1.84
|
0.69
|
1.84
|
0.52
|
0.73
|
|
|
|
|
毛利率(%) |
|
5.29
|
4.78
|
4.73
|
5.61
|
6.33
|
6.22
|
6.11
|
|
|
|
|
營業利益率(%) |
|
1.90
|
1.83
|
1.69
|
2.71
|
2.47
|
3.09
|
3.23
|
|
|
|
|
稅後純益率(%) |
|
0.86
|
1.39
|
5.45
|
2.20
|
6.16
|
2.18
|
2.58
|
|
|
|
|
稅後權益報酬率(%) |
|
0.99
|
2.27
|
8.91
|
3.43
|
9.18
|
2.78
|
4.23
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
703,024 |
1,939,895 |
7.83 |
-25.33 |
-11.85 |
|
|
1,939,895
|
-11.85 |
|
|
|
|
202502 |
651,973 |
1,236,871 |
11.47
|
32.56
|
-1.76 |
|
|
2,029,513
|
2.01 |
|
|
|
|
202501 |
584,898 |
584,898 |
-26.21 |
-23.76 |
-23.76 |
|
|
2,130,167
|
-2.59 |
|
|
|
|
202412 |
792,642 |
9,313,434 |
5.32 |
8.50 |
19.01
|
2.65 |
|
2,260,678
|
9.95 |
|
|
|
|
202411 |
752,627 |
8,520,791 |
5.20 |
9.22 |
20.09
|
|
|
2,330,549
|
24.07 |
|
|
|
|
202410 |
715,409 |
7,768,164 |
-17.06 |
12.41
|
21.26
|
|
|
2,409,395
|
42.11 |
|
|
|
|
202409 |
862,513 |
7,052,756 |
3.73 |
55.98
|
22.24
|
2.38 |
|
2,495,512
|
51.23 |
|
|
|
|
202408 |
831,473 |
6,190,243 |
3.74 |
64.29
|
18.66
|
|
|
2,424,114
|
38.32 |
|
|
|
|
202407 |
801,526 |
5,358,770 |
1.32 |
35.61
|
13.76
|
|
|
2,377,773
|
19.22 |
|
|
|
|
202406 |
791,115 |
4,557,244 |
0.76 |
20.70
|
10.63
|
1.95 |
|
2,356,653
|
21.27 |
|
|
|
|
202405 |
785,132 |
3,766,129 |
0.61 |
4.97 |
8.72 |
|
|
2,507,093
|
10.06 |
|
|
|
|
202404 |
780,406 |
2,980,996 |
-17.12 |
44.55
|
9.75
|
|
|
2,213,778
|
-5.62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
7790 |
國票 |
19 |
19 |
0 |
9600 |
富邦 |
-15 |
1 |
16 |
|
|
|
|
9200 |
凱基 |
18 |
26 |
8 |
9800 |
元大 |
-10 |
10 |
20 |
|
|
|
|
1650 |
新加坡商瑞銀 |
14 |
16 |
2 |
5850 |
統一 |
-10 |
0 |
10 |
|
|
|
|
7000 |
兆豐 |
6 |
6 |
0 |
8150 |
台新 |
-10 |
1 |
11 |
|
|
|
|
8450 |
康和 |
5 |
5 |
0 |
1020 |
合庫 |
-7 |
0 |
7 |
|
|
|
|
8560 |
新光 |
4 |
6 |
2 |
5600 |
永興 |
-5 |
0 |
5 |
|
|
|
|
1040 |
臺銀證券 |
3 |
4 |
1 |
9100 |
群益金鼎 |
-3 |
0 |
3 |
|
|
|
|
6160 |
中國信託 |
1 |
4 |
3 |
6910 |
德信 |
-3 |
0 |
3 |
|
|
|
|
6380 |
光和 |
1 |
1 |
0 |
9300 |
華南永昌 |
-2 |
0 |
2 |
|
|
|
|
6460 |
大昌 |
1 |
3 |
2 |
5380 |
第一金 |
-2 |
1 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250411 |
沛波營收/3月7.03億元、月增近8% 全年營運展望樂觀 |
|
|
|
|
20250311 |
沛波營收/2月6.52億元 年增32.56% |
|
|
|
|
20250221 |
2月21日重要財經行事曆 |
|
|
|
|
20250211 |
沛波營收/1月5.85億元、年減23.76% 建築用鋼筋需求穩定 |
|
|
|
|
20250110 |
沛波營收/2024年突破93億元 年增近二成 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
16.5 |
|
10日籌碼集中度 |
5.6 |
|
單日買賣超 |
18 |
|
|
|
5日籌碼集中度 |
6.4 |
|
20日籌碼集中度 |
1 |
|
累計買賣超 |
-130 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1203 |
借券餘額 |
1238 |
千張大戶戶數 |
15 |
大戶比例 |
39.62 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 18:04 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|