1519 |
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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1519 華城 |
實收資本額 |
3159 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1997/04/16 |
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發 言
人 |
許逸德 |
電 話 |
02-27047001 |
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地 址 |
桃園市中壢區吉林路10號 |
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產 業
別 |
傳產-電機 |
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主要產品 |
變壓器82.18%、配電盤4.87%、統包工程3.02%、配電器材2.97%、太陽能/儲能售電收入0.05%(變壓器及配電盤、配電器材及其他、統包工程) |
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2025/8/29 股價 |
647.00 |
法人買賣超合計(近一日) |
買超 1127.218 張 |
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2025/8/29
漲跌 |
29.00
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法人買賣超合計(近一週) |
買超
324.26 張 |
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2025/8/29
漲跌幅 |
4.69
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法人買賣超合計(近一月) |
賣超 -2610.13 張 |
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券 資 比 |
16.25
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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 |
2.50 |
0.50 |
2010/09/03 |
2023/07/27 |
0.39% |
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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 |
2025/06/13 |
9.00 |
1.00 |
2025/07/25 |
2025/07/25 |
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1.55% |
0% |
1.39% |
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2023 |
2024/06/13 |
6.00 |
1.00 |
2024/07/26 |
2024/07/26 |
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1.08% |
0% |
0.93% |
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2022 |
2023/06/15 |
2.50 |
0.00 |
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2023/07/27 |
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0.39% |
0% |
0.39% |
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2021 |
2022/06/15 |
1.00 |
0.00 |
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2022/07/29 |
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0.15% |
0% |
0.15% |
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機構估稅後EPS |
15.94 |
K(9) |
60.29 |
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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) |
26.73 |
D(9) |
40.96 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
40.59 |
周K(9) |
75.61 |
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1.6 |
1.2 |
0.8 |
1.6 |
1.5 |
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股價淨值比 |
24.21 |
周D(9) |
80.04 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
679.35 |
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月線乖離率 |
2.08 |
季線乖離率 |
14.06 |
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2025/8/1 |
2025/8/8 |
2025/8/15 |
2025/8/22 |
2025/8/29 |
20*PE |
318.72 |
3*PB |
70.20 |
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股價 |
657.00 |
676.00 |
620.00 |
597.00 |
647.00 |
15*PE |
239.04 |
2*PB |
46.80 |
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成交量(千股) |
32,557 |
14,378 |
21,546 |
16,716 |
15,249 |
10*PE |
159.36 |
1*PB |
23.40 |
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資餘 |
3,282 |
3,083 |
3,294 |
3,347 |
3,299 |
5*PE |
79.68 |
0.5*PB |
11.70 |
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券餘 |
475 |
518 |
474 |
603 |
536 |
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季IFRS財報(損益單季) |
202502 |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
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營業收入淨額(千) |
6,073,388
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4,421,261
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7,162,559
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5,356,877
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4,645,842
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3,037,501
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5,612,009
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3,644,467
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營業成本(千) |
3,621,503
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2,836,288
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4,554,010
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3,303,919
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2,964,508
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1,995,649
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3,824,769
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2,446,194
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營業毛利(千) |
2,451,885
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1,584,973
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2,608,549
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2,052,958
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1,681,334
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1,041,852
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1,787,240
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1,198,273
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營業費用(千) |
950,606
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617,612
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904,929
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636,711
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531,715
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420,794
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523,952
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421,678
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營業利益(千) |
1,501,279
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967,361
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1,703,620
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1,416,247
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1,149,619
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621,058
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1,263,288
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776,595
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營業外收入及支出(千) |
-325,153 |
110,204
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196,313
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129,907
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94,411
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128,149
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48,208
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98,647
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稅前純益(千) |
1,176,126
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1,077,565
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1,899,933
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1,546,154
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1,244,030
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749,207
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1,311,496
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875,242
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所得稅(千) |
393,984
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225,017
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339,366
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319,277
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354,413
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155,272
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201,838
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165,305
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稅後純益(千) |
782,142
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852,548
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1,560,567
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1,226,877
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889,617
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593,935
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1,109,658
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709,937
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其他綜合損益(千) |
-77,949 |
3,563
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-86,623 |
-4,232 |
9,965
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17,449
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-21,170 |
-33,456 |
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綜合損益(千) |
704,193
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856,111
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1,473,944
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1,222,645
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899,582
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611,384
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1,088,488
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676,481
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原始每股稅前盈餘(元) |
4.10
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3.75
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6.62
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5.38
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4.77
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2.87
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5.02
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3.35
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原始每股稅後盈餘(元) |
2.75
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3.00
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5.45
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4.28
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3.43
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2.29
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4.27
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2.73
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毛利率(%) |
40.37
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35.85
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36.42
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38.32
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36.19
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34.30
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31.85
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32.88
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營業利益率(%) |
24.72
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21.88
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23.79
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26.44
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24.75
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20.45
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22.51
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21.31
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稅後純益率(%) |
12.88
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19.28
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21.79
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22.90
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19.15
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19.55
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19.77
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19.48
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稅後權益報酬率(%) |
10.53
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10.76
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19.42
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18.34
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15.81
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10.50
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19.86
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15.09
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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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202507 |
2,235,813 |
12,730,462 |
-4.06 |
11.59
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31.42
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6,195,215
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19.53 |
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202506 |
2,330,489 |
10,494,649 |
43.07
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20.98
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36.59
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7.13
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6,073,388
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30.73 |
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202505 |
1,628,913 |
8,164,160 |
-22.95 |
29.99
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41.81
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5,712,770
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33.56 |
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202504 |
2,113,986 |
6,535,247 |
7.32
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44.17
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45.10
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5,260,198
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37.37 |
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202503 |
1,969,871 |
4,421,261 |
67.46
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26.44
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45.56
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3.41
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4,421,261
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45.56 |
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202502 |
1,176,341 |
2,451,390 |
-7.74 |
46.14
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65.69
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創近一年新低 |
5,959,415
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46.98 |
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202501 |
1,275,049 |
1,275,049 |
-63.65 |
89.01
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89.01
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6,468,845
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30.91 |
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202412 |
3,508,025 |
20,202,779 |
108.10
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36.23
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45.35
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18.94
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創歷史新高 |
7,162,559
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27.63 |
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202411 |
1,685,771 |
16,694,754 |
-14.37 |
-0.36 |
47.42
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5,420,446
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21.03 |
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202410 |
1,968,763 |
15,008,983 |
11.49
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46.36
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55.81
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5,322,002
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42.01 |
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202409 |
1,765,912 |
13,040,220 |
11.25
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22.51
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57.34
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12.32
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5,356,877
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46.99 |
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202408 |
1,587,327 |
11,274,308 |
-20.78 |
65.17
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64.68
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5,517,383
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52.99 |
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202407 |
2,003,638 |
9,686,981 |
4.01
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61.33
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64.60
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5,183,118
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58.99 |
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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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8890 |
大和國泰 |
501 |
501 |
0 |
9800 |
元大 |
-382 |
733 |
1115 |
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7790 |
國票 |
288 |
411 |
123 |
9600 |
富邦 |
-282 |
409 |
691 |
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8440 |
摩根大通 |
252 |
270 |
18 |
1470 |
台灣摩根士丹利 |
-136 |
105 |
241 |
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1650 |
新加坡商瑞銀 |
239 |
302 |
63 |
8840 |
玉山 |
-129 |
109 |
238 |
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1480 |
美商高盛 |
111 |
239 |
128 |
9300 |
華南永昌 |
-95 |
89 |
184 |
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1440 |
美林 |
55 |
79 |
24 |
9A00 |
永豐金 |
-67 |
208 |
275 |
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8880 |
國泰 |
50 |
433 |
383 |
8150 |
台新 |
-65 |
101 |
166 |
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1380 |
台灣匯立 |
23 |
23 |
0 |
7000 |
兆豐 |
-64 |
135 |
199 |
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1360 |
港商麥格理 |
21 |
24 |
3 |
5850 |
統一 |
-61 |
90 |
151 |
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1560 |
港商野村 |
20 |
32 |
12 |
5380 |
第一金 |
-60 |
53 |
113 |
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20250821 |
台積電、鴻海、台達電等權值發光!台股終場上漲逾300點 重返月線 |
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20250818 |
中興電、華城 四檔搶鏡 |
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20250818 |
聯發科、鴻海發力 !台股創新高 上漲148點收24,482點 |
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20250817 |
華城中信51購01 有看頭 |
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20250808 |
華城上半年EPS 5.23元 同期最佳 |
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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 |
0 |
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10日籌碼集中度 |
0 |
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單日買賣超 |
1534 |
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5日籌碼集中度 |
0 |
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20日籌碼集中度 |
0 |
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累計買賣超 |
-36 |
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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 |
5599 |
借券餘額 |
7044 |
千張大戶戶數 |
40 |
大戶比例 |
68.06 |
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更新日期: |
2025/8/29 19:28 |
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