6277 |
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 |
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6277 宏正 |
實收資本額 |
1195 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2003/10/30 |
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發 言
人 |
田慶威 |
電 話 |
02-86926789 |
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地 址 |
新北市汐止區大同路二段125號3樓 |
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產 業
別 |
電子下游-其他 |
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主要產品 |
IT架構管理解決方案產品62.21%、其他19.05%、視訊產品18.73%(智慧製造與物聯網應用方案之研發、製造及銷售、資訊暨專業影音設備連接管理方案之研發、製造及銷售) |
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2025/5/2 股價 |
68.20 |
法人買賣超合計(近一日) |
買超 1 張 |
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2025/5/2
漲跌 |
-0.30
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法人買賣超合計(近一週) |
賣超 -2.08 張 |
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2025/5/2
漲跌幅 |
-0.44
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法人買賣超合計(近一月) |
賣超 -175.91 張 |
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券 資 比 |
0.00
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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 |
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2024/05/30 |
2.10 |
0.70 |
2009/07/29 |
2023/12/07 |
3.08% |
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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 |
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2024 |
2025/05/28 |
3.80 |
0.00 |
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5.57% |
0% |
5.57% |
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2023 |
2024/05/30 |
4.30 |
0.00 |
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2024/07/29 |
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6.3% |
0% |
6.3% |
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2022 |
2023/06/15 |
5.70 |
0.00 |
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2023/07/27 |
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8.36% |
0% |
8.36% |
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2021 |
2022/06/17 |
5.20 |
0.00 |
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2022/07/29 |
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7.62% |
0% |
7.62% |
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機構估稅後EPS |
5.07 |
K(9) |
39.52 |
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技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
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淨值(元) |
40.27 |
D(9) |
46.33 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
13.45 |
周K(9) |
42 |
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0.4 |
0 |
2 |
0.8 |
1 |
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股價淨值比 |
1.69 |
周D(9) |
42.37 |
綜合評分: |
4.2 |
建議: |
觀望 |
目標價: |
75.49 |
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月線乖離率 |
-0.25 |
季線乖離率 |
-6.82 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
101.79 |
3*PB |
121.07 |
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股價 |
74.30 |
68.90 |
68.80 |
68.70 |
68.20 |
15*PE |
76.34 |
2*PB |
80.71 |
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成交量(千股) |
227 |
850 |
303 |
140 |
128 |
10*PE |
50.90 |
1*PB |
40.36 |
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資餘 |
209 |
173 |
177 |
178 |
178 |
5*PE |
25.45 |
0.5*PB |
20.18 |
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券餘 |
0 |
0 |
0 |
0 |
0 |
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季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
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營業收入淨額(千) |
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1,346,427
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1,260,046
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1,211,679
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1,175,022
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1,319,376
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1,217,012
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1,234,720
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營業成本(千) |
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546,639
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506,832
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496,305
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459,986
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539,598
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485,632
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494,227
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營業毛利(千) |
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799,788
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753,214
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715,374
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715,036
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779,778
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731,380
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740,493
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營業費用(千) |
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599,895
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570,840
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581,381
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562,787
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586,652
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563,499
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573,958
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營業利益(千) |
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199,893
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182,374
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133,993
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152,249
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193,126
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167,881
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166,535
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營業外收入及支出(千) |
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10,486
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-28,615 |
3,259
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-174 |
-2,549 |
574
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-25,722 |
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稅前純益(千) |
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210,379
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153,759
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137,252
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152,075
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190,577
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168,455
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140,813
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所得稅(千) |
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40,124
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42,265
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29,807
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39,688
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48,974
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42,315
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27,106
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稅後純益(千) |
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170,255
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111,494
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107,445
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112,387
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141,603
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126,140
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113,707
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其他綜合損益(千) |
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-24,909 |
65,022
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-291 |
1,631
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-4,726 |
14,546
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-10,986 |
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綜合損益(千) |
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145,346
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176,516
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107,154
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114,018
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136,877
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140,686
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102,721
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原始每股稅前盈餘(元) |
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1.76
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1.29
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1.15
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1.27
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1.60
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1.41
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1.18
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原始每股稅後盈餘(元) |
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1.42
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0.92
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0.88
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0.93
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1.16
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1.04
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0.94
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毛利率(%) |
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59.40
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59.78
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59.04
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60.85
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59.10
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60.10
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59.97
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營業利益率(%) |
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14.85
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14.47
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11.06
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12.96
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14.64
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13.79
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13.49
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稅後純益率(%) |
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12.64
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8.85
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8.87
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9.56
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10.73
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10.36
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9.21
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稅後權益報酬率(%) |
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3.54
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2.35
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2.28
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2.38
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2.99
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2.67
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2.40
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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 |
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202504 |
0 |
0 |
0.00
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0.00
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0.00
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0 |
0 |
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202503 |
446,927 |
1,204,701 |
20.85
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2.86
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2.53
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1,204,701
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2.53 |
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202502 |
369,806 |
757,774 |
-4.68 |
1.19
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2.33
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創近一年新低 |
1,213,911
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4.31 |
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202501 |
387,969 |
387,969 |
-14.94 |
3.44
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3.44
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1,288,510
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0.92 |
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202412 |
456,136 |
4,993,174 |
2.64
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7.76
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-3.16 |
5.47
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創近一年新高 |
1,346,454
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2.05 |
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202411 |
444,405 |
4,537,065 |
-0.34 |
-7.12 |
-4.14 |
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1,336,025
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3.6 |
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202410 |
445,913 |
4,092,660 |
0.05
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6.77
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-3.80 |
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1,297,022
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4.45 |
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202409 |
445,707 |
3,646,747 |
9.94
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13.29
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-4.96 |
3.71
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1,260,046
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3.54 |
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202408 |
405,402 |
3,201,041 |
-0.86 |
-5.88 |
-7.04 |
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1,204,040
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-2.96 |
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202407 |
408,937 |
2,795,638 |
4.94
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4.10
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-7.20 |
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1,213,748
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-1.88 |
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202406 |
389,701 |
2,386,701 |
-6.12 |
-6.59 |
-8.90 |
2.42
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1,211,680
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-1.87 |
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202405 |
415,110 |
1,997,000 |
2.03
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-2.79 |
-9.34 |
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1,256,477
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-6.1 |
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202404 |
406,869 |
1,581,890 |
-6.36 |
4.19
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-10.91 |
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1,206,813
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-7.54 |
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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 |
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9A00 |
永豐金 |
9 |
9 |
0 |
7000 |
兆豐 |
-15 |
5 |
20 |
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9600 |
富邦 |
7 |
8 |
1 |
9800 |
元大 |
-7 |
10 |
17 |
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8150 |
台新 |
4 |
4 |
0 |
5920 |
元富 |
-5 |
0 |
5 |
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8560 |
新光 |
2 |
2 |
0 |
1570 |
港商法國興業 |
-5 |
0 |
5 |
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1440 |
美林 |
2 |
2 |
0 |
1030 |
土銀 |
0 |
1 |
1 |
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1480 |
美商高盛 |
2 |
2 |
0 |
6010 |
奔亞證券 |
0 |
0 |
0 |
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1590 |
花旗環球 |
1 |
1 |
0 |
6160 |
中國信託 |
0 |
0 |
0 |
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6450 |
永全 |
1 |
1 |
0 |
7030 |
致和 |
0 |
0 |
0 |
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6450 |
永全 |
1 |
1 |
0 |
7790 |
國票 |
0 |
0 |
0 |
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9100 |
群益金鼎 |
1 |
1 |
0 |
8880 |
國泰 |
0 |
3 |
3 |
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20250409 |
宏正營收/3月4.47億元 月增20.8%、年增2.8% |
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20250328 |
3月28日重要財經行事曆 |
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20250328 |
宏正強攻AI 業績喊衝 |
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20250325 |
宏正強攻AI 三路並進 |
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20250307 |
宏正營收/2月3.7億元 月減4.68%、年增1.19% |
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個股TOP15買賣超券商籌碼統計(20日) |
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1日籌碼集中度 |
-23.7 |
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10日籌碼集中度 |
-12 |
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單日買賣超 |
-14 |
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5日籌碼集中度 |
-13.5 |
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20日籌碼集中度 |
-2.2 |
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累計買賣超 |
-178 |
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個股借券統計(20日) |
千張大戶統計(20週) |
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單日借賣張數 |
195 |
借券餘額 |
270 |
千張大戶戶數 |
18 |
大戶比例 |
43.01 |
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更新日期: |
2025/5/2 20:10 |
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