| 8081 |
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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| 8081 致新 |
實收資本額 |
862 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2008/12/30 |
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| 發 言
人 |
吳錦川 |
電 話 |
03-5788833 |
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| 地 址 |
新竹市科學園區工業東三路2號 |
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| 產 業
別 |
電子上游-IC-設計 |
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| 主要產品 |
類比IC100%(研究開發生產製造及銷售數位與類比混合IC及特殊應用IC) |
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| 2025/3/4 股價 |
243.50 |
法人買賣超合計(近一日) |
買超 51.72 張 |
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| 2025/3/4
漲跌 |
3.00
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法人買賣超合計(近一週) |
買超
33.82 張 |
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| 2025/3/4
漲跌幅 |
1.25
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法人買賣超合計(近一月) |
買超
743.61 張 |
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| 券 資 比 |
0.56
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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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| 2024/06/13 |
14.00 |
0.20 |
2009/07/23 |
2023/07/04 |
5.75% |
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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 |
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| 2023 |
2024/06/13 |
14.00 |
0.00 |
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2024/07/02 |
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5.75% |
0% |
5.75% |
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| 2022 |
2023/06/14 |
14.00 |
0.00 |
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2023/07/04 |
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5.75% |
0% |
5.75% |
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| 2021 |
2022/06/09 |
16.00 |
0.00 |
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2022/06/29 |
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6.57% |
0% |
6.57% |
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| 機構估稅後EPS |
18.38 |
K(9) |
34.22 |
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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) |
85.90 |
D(9) |
40.07 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
13.25 |
周K(9) |
70.19 |
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1.2 |
1.6 |
1.6 |
0.8 |
1 |
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| 股價淨值比 |
2.83 |
周D(9) |
62.77 |
綜合評分: |
6.2 |
建議: |
列入追踪 |
目標價: |
255.68 |
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| 月線乖離率 |
1.21 |
季線乖離率 |
3.15 |
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2025/2/7 |
2025/2/14 |
2025/2/21 |
2025/2/27 |
2025/3/4 |
20*PE |
366.17 |
3*PB |
256.32 |
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| 股價 |
234.00 |
246.00 |
246.50 |
243.00 |
243.50 |
15*PE |
274.62 |
2*PB |
170.88 |
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| 成交量(千股) |
1,520 |
3,190 |
2,617 |
1,083 |
659 |
10*PE |
183.08 |
1*PB |
85.44 |
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| 資餘 |
1,759 |
1,743 |
1,780 |
1,762 |
1,782 |
5*PE |
91.54 |
0.5*PB |
42.72 |
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| 券餘 |
15 |
17 |
11 |
11 |
10 |
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| 季IFRS財報(損益單季) |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
202301 |
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| 營業收入淨額(千) |
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2,277,988
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2,059,054
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1,938,917
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1,808,078
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2,242,299
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2,082,823
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1,777,670
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| 營業成本(千) |
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1,373,764
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1,232,188
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1,147,747
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1,045,794
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1,322,242
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1,250,827
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1,094,197
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| 營業毛利(千) |
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904,224
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826,866
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791,170
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762,284
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920,057
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831,996
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683,473
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| 營業費用(千) |
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411,158
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422,602
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417,036
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382,086
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447,384
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399,569
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383,521
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| 營業利益(千) |
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493,066
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404,264
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374,134
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380,198
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472,673
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432,427
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299,952
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| 營業外收入及支出(千) |
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4,047
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51,081
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95,278
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-67,406 |
156,846
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120,892
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-10,183 |
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| 稅前純益(千) |
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497,113
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455,345
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469,412
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312,792
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629,519
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553,319
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289,769
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| 所得稅(千) |
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73,805
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75,995
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78,040
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21,815
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104,472
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124,921
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48,242
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| 稅後純益(千) |
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423,308
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379,350
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391,372
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290,977
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525,047
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428,398
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241,527
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| 其他綜合損益(千) |
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161,623
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58,539
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-158,306 |
-183 |
-68,839 |
591,260
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45,179
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| 綜合損益(千) |
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584,931
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437,889
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233,066
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290,794
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456,208
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1,019,658
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286,706
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| 原始每股稅前盈餘(元) |
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5.80
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5.31
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5.48
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3.65
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7.34
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6.45
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3.38
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| 原始每股稅後盈餘(元) |
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4.83
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4.28
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4.41
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3.38
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6.09
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4.90
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2.97
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| 毛利率(%) |
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39.69
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40.16
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40.80
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42.16
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41.03
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39.95
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38.45
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| 營業利益率(%) |
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21.64
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19.63
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19.30
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21.03
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21.08
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20.76
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16.87
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| 稅後純益率(%) |
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18.58
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18.42
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20.19
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16.09
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23.42
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20.57
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13.59
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| 稅後權益報酬率(%) |
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5.17
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4.94
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4.94
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3.60
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6.96
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6.29
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3.56
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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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| 202502 |
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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| 202501 |
729,287 |
729,287 |
16.95
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9.60
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9.60
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2,023,524
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12.31 |
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| 202412 |
623,586 |
8,252,664 |
-7.02 |
15.73
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4.32
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21.23
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1,976,706
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9.33 |
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| 202411 |
670,651 |
7,629,078 |
-1.73 |
12.25
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3.49
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2,078,947
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4.76 |
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| 202410 |
682,469 |
6,958,427 |
-5.97 |
1.59
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2.71
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2,214,169
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0.58 |
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| 202409 |
725,827 |
6,275,959 |
-9.93 |
1.48
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2.84
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16.50
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2,277,988
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1.59 |
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| 202408 |
805,873 |
5,550,131 |
7.98
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-1.04 |
3.02
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創近一年新高 |
2,210,822
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-0.84 |
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| 202407 |
746,288 |
4,744,259 |
13.30
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4.71
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3.74
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2,104,924
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-0.81 |
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| 202406 |
658,661 |
3,997,971 |
-5.90 |
-6.23 |
3.56
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10.73
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2,059,054
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-1.14 |
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| 202405 |
699,975 |
3,339,310 |
-0.06 |
-0.98 |
5.74
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2,111,125
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2.12 |
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| 202404 |
700,418 |
2,639,335 |
-1.45 |
4.00
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7.68
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1,973,902
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4.37 |
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| 202403 |
710,732 |
1,938,917 |
26.30
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3.47
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9.07
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5.45
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1,938,917
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9.07 |
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| 202402 |
562,752 |
1,228,185 |
-15.43 |
6.00
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12.60
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1,767,008
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7.39 |
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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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| 1560 |
港商野村 |
45 |
45 |
0 |
9A00 |
永豐金 |
-57 |
20 |
77 |
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| 9200 |
凱基 |
35 |
44 |
9 |
9800 |
元大 |
-27 |
23 |
50 |
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| 1650 |
新加坡商瑞銀 |
17 |
28 |
11 |
9600 |
富邦 |
-24 |
10 |
34 |
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| 1480 |
美商高盛 |
12 |
29 |
17 |
5380 |
第一金 |
-9 |
2 |
11 |
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| 8880 |
國泰 |
11 |
18 |
7 |
8840 |
玉山 |
-7 |
0 |
7 |
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| 8450 |
康和 |
10 |
10 |
0 |
5260 |
美好 |
-4 |
4 |
8 |
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| 8960 |
香港上海匯豐 |
8 |
8 |
0 |
1020 |
合庫 |
-4 |
1 |
5 |
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| 5920 |
元富 |
5 |
10 |
5 |
1440 |
美林 |
-4 |
1 |
5 |
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| 8440 |
摩根大通 |
4 |
6 |
2 |
1030 |
土銀 |
-3 |
0 |
3 |
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| 1590 |
花旗環球 |
3 |
3 |
0 |
6160 |
中國信託 |
-3 |
0 |
3 |
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| 20250211 |
致新2024年每股賺17.91元 |
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| 20241113 |
致新Q3 EPS 4.83元 樂觀明年 |
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| 20241112 |
致新財報／前三季稅後純益62.75億元 EPS 13.52元 |
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| 20241023 |
德儀第4季展望保守 法人對矽力-KY、致新看法偏多 |
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| 20241012 |
矽力、致新Q3繳出佳績 |
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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 |
9.6 |
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10日籌碼集中度 |
5.9 |
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單日買賣超 |
30 |
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| 5日籌碼集中度 |
0.5 |
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20日籌碼集中度 |
8.3 |
優 |
累計買賣超 |
641 |
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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 |
734 |
借券餘額 |
3534 |
千張大戶戶數 |
5 |
大戶比例 |
23.68 |
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更新日期： |
2025/3/4 16:38 |
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