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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2025/5/2 股價 |
223.50 |
法人買賣超合計(近一日) |
買超 2.573 張 |
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2025/5/2
漲跌 |
2.50
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法人買賣超合計(近一週) |
買超
15.4 張 |
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2025/5/2
漲跌幅 |
1.13
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法人買賣超合計(近一月) |
賣超 -1310.38 張 |
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券 資 比 |
0.17
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投信連2買 |
自營連2賣 |
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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 |
6.26% |
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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 |
2025/06/11 |
16.00 |
0.00 |
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7.16% |
0% |
7.16% |
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2023 |
2024/06/13 |
14.00 |
0.00 |
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2024/07/02 |
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6.26% |
0% |
6.26% |
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2022 |
2023/06/14 |
14.00 |
0.00 |
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2023/07/04 |
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6.26% |
0% |
6.26% |
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2021 |
2022/06/09 |
16.00 |
0.00 |
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2022/06/29 |
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7.16% |
0% |
7.16% |
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機構估稅後EPS |
18.21 |
K(9) |
88.77 |
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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) |
91.66 |
D(9) |
83.21 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.27 |
周K(9) |
53.03 |
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1.6 |
0.8 |
2 |
1.6 |
0.5 |
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股價淨值比 |
2.44 |
周D(9) |
54.12 |
綜合評分: |
6.5 |
建議: |
列入追踪 |
目標價: |
257.03 |
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月線乖離率 |
5.54 |
季線乖離率 |
-3.8 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
363.41 |
3*PB |
273.67 |
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股價 |
238.00 |
205.00 |
215.00 |
216.00 |
223.50 |
15*PE |
272.56 |
2*PB |
182.45 |
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成交量(千股) |
1,820 |
3,105 |
2,526 |
1,343 |
871 |
10*PE |
181.71 |
1*PB |
91.22 |
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資餘 |
1,447 |
1,100 |
1,211 |
1,166 |
1,143 |
5*PE |
90.85 |
0.5*PB |
45.61 |
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券餘 |
0 |
1 |
4 |
3 |
2 |
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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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1,976,705
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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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營業成本(千) |
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1,243,582
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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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營業毛利(千) |
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733,123
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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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營業費用(千) |
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418,146
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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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營業利益(千) |
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314,977
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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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營業外收入及支出(千) |
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92,790
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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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稅前純益(千) |
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407,767
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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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所得稅(千) |
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25,040
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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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稅後純益(千) |
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382,727
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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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其他綜合損益(千) |
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253,793
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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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綜合損益(千) |
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636,520
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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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原始每股稅前盈餘(元) |
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4.76
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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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原始每股稅後盈餘(元) |
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4.39
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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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毛利率(%) |
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37.09
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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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營業利益率(%) |
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15.93
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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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稅後純益率(%) |
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19.36
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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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稅後權益報酬率(%) |
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4.35
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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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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 |
732,491 |
2,157,891 |
5.23
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3.06
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11.29
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2,157,891
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11.29 |
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202502 |
696,113 |
1,425,400 |
-4.55 |
23.70
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16.06
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2,048,986
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15.96 |
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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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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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8560 |
新光 |
48 |
48 |
0 |
9200 |
凱基 |
-32 |
14 |
46 |
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7790 |
國票 |
25 |
26 |
1 |
9800 |
元大 |
-30 |
16 |
46 |
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1650 |
新加坡商瑞銀 |
15 |
20 |
5 |
9600 |
富邦 |
-22 |
8 |
30 |
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5380 |
第一金 |
12 |
18 |
6 |
1470 |
台灣摩根士丹利 |
-13 |
1 |
14 |
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1480 |
美商高盛 |
7 |
9 |
2 |
1560 |
港商野村 |
-10 |
4 |
14 |
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9100 |
群益金鼎 |
5 |
6 |
1 |
9A00 |
永豐金 |
-3 |
3 |
6 |
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7000 |
兆豐 |
4 |
7 |
3 |
5850 |
統一 |
-3 |
0 |
3 |
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6160 |
中國信託 |
2 |
2 |
0 |
5920 |
元富 |
-3 |
1 |
4 |
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6160 |
中國信託 |
2 |
2 |
0 |
8840 |
玉山 |
-2 |
0 |
2 |
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1440 |
美林 |
2 |
18 |
16 |
8150 |
台新 |
-2 |
1 |
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 |
12.1 |
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10日籌碼集中度 |
-2.1 |
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單日買賣超 |
27 |
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5日籌碼集中度 |
3.5 |
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20日籌碼集中度 |
-8.3 |
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累計買賣超 |
-725 |
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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 |
632 |
借券餘額 |
4812 |
千張大戶戶數 |
6 |
大戶比例 |
25.18 |
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更新日期: |
2025/5/2 22:38 |
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