1563 |
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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1563 巧新 |
實收資本額 |
2308 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2024/05/13 |
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發 言
人 |
蕭妃伶 |
電 話 |
05-5512288 |
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地 址 |
640雲林縣斗六市雲科路三段八十號 |
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產 業
別 |
傳產-汽車零組件 |
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主要產品 |
鍛造輪圈88.33%、其他11.67%(鍛造鋁合金輪圈與懸吊系統零件、鋁材二次加工) |
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2025/8/21 股價 |
48.45 |
法人買賣超合計(近一日) |
買超 101 張 |
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2025/8/21
漲跌 |
0.25
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法人買賣超合計(近一週) |
賣超 -396.42 張 |
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2025/8/21
漲跌幅 |
0.52
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法人買賣超合計(近一月) |
賣超 -1384.54 張 |
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券 資 比 |
1.67
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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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2024/05/27 |
1.80 |
1.00 |
2022/08/09 |
2024/07/18 |
3.72% |
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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 |
2025/05/21 |
2.27 |
0.00 |
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2025/08/12 |
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4.68% |
0% |
4.68% |
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2023 |
2024/05/27 |
1.80 |
0.00 |
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2024/07/18 |
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3.72% |
0% |
3.72% |
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2022 |
2023/06/26 |
1.96 |
0.00 |
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2023/08/29 |
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4.04% |
0% |
4.04% |
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2021 |
2022/06/27 |
1.00 |
1.00 |
2022/08/09 |
2022/08/09 |
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4.13% |
0.02% |
2.06% |
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機構估稅後EPS |
3.57 |
K(9) |
19.26 |
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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) |
39.32 |
D(9) |
25.81 |
評分表 |
(短線) |
(中長線) |
(安全性) |
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預估本益比 |
13.57 |
周K(9) |
22.9 |
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0.8 |
0.8 |
1.2 |
1.2 |
0 |
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股價淨值比 |
1.23 |
周D(9) |
26.93 |
綜合評分: |
4 |
建議: |
觀望 |
目標價: |
50.87 |
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月線乖離率 |
-4.24 |
季線乖離率 |
-5.52 |
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2025/7/25 |
2025/8/1 |
2025/8/8 |
2025/8/15 |
2025/8/21 |
20*PE |
71.25 |
3*PB |
113.55 |
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股價 |
54.40 |
54.30 |
52.00 |
50.00 |
48.45 |
15*PE |
53.44 |
2*PB |
75.70 |
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成交量(千股) |
1,299 |
1,126 |
2,566 |
2,089 |
2,089 |
10*PE |
35.63 |
1*PB |
37.85 |
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資餘 |
437 |
436 |
457 |
473 |
478 |
5*PE |
17.81 |
0.5*PB |
18.93 |
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券餘 |
0 |
0 |
0 |
0 |
8 |
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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) |
1,714,832
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1,918,240
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1,927,946
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1,717,938
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1,873,255
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1,954,440
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2,205,831
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1,858,965
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營業成本(千) |
1,375,318
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1,372,988
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1,395,751
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1,272,433
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1,368,380
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1,433,322
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1,666,256
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1,463,820
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營業毛利(千) |
339,514
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545,252
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532,195
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445,505
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504,875
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521,118
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539,575
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395,145
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營業費用(千) |
196,362
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246,230
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251,420
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278,185
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247,187
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249,043
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266,903
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227,565
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營業利益(千) |
143,152
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299,022
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280,775
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167,320
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257,688
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272,075
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272,672
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167,580
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營業外收入及支出(千) |
-229,027 |
143,551
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-88,098 |
68,900
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-54,699 |
39,559
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-78,298 |
21,512
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稅前純益(千) |
-85,875 |
442,573
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192,677
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236,220
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202,989
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311,634
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194,374
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189,092
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所得稅(千) |
-20,958 |
88,516
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39,367
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47,244
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39,084
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62,341
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38,823
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37,776
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稅後純益(千) |
-64,917 |
354,057
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153,310
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188,976
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163,905
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249,293
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155,551
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151,316
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其他綜合損益(千) |
-1,417 |
2,573
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897
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860
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339
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602
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-123 |
81 |
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綜合損益(千) |
-66,334 |
356,630
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154,207
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189,836
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164,244
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249,895
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155,428
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151,397
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原始每股稅前盈餘(元) |
-0.39 |
1.96
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0.82
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0.99
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0.85
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1.45
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0.91
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0.89
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原始每股稅後盈餘(元) |
-0.29 |
1.57
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0.65
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0.79
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0.69
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1.16
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0.73
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0.71
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毛利率(%) |
19.80
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28.42
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27.60
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25.93
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26.95
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26.66
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24.46
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21.26
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營業利益率(%) |
8.35
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15.59
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14.56
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9.74
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13.76
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13.92
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12.36
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9.01
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稅後純益率(%) |
-3.79 |
18.46
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7.95
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11.00
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8.75
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12.76
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7.05
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8.14
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稅後權益報酬率(%) |
-0.73 |
3.76
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1.57
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1.96
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1.90
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3.24
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2.03
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2.03
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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 |
580,762 |
4,213,835 |
-5.84 |
6.12
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-3.68 |
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1,732,554
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-3.77 |
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202506 |
616,775 |
3,633,072 |
15.28
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1.80
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-5.08 |
1.55
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1,714,833
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-8.46 |
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202505 |
535,017 |
3,016,298 |
-4.98 |
-17.34 |
-6.38 |
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創近一年新低 |
1,780,873
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-7.26 |
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202504 |
563,041 |
2,481,281 |
-17.54 |
-9.21 |
-3.62 |
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1,883,673
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-0.01 |
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202503 |
682,815 |
1,918,240 |
7.06
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4.57
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-1.85 |
1.92
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1,918,240
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-1.85 |
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202502 |
637,817 |
1,235,425 |
6.73
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4.44
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-5.07 |
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1,789,461
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-9.75 |
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202501 |
597,608 |
597,608 |
7.86
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-13.48 |
-13.48 |
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1,856,463
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-14.94 |
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202412 |
554,036 |
7,473,579 |
-21.39 |
-18.67 |
-3.93 |
3.97
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1,927,946
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-12.6 |
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202411 |
704,819 |
6,919,543 |
5.34
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-13.05 |
-2.51 |
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創近一年新高 |
1,971,332
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-11.67 |
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202410 |
669,091 |
6,214,724 |
12.00
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-6.28 |
-1.16 |
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1,839,768
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-8.19 |
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202409 |
597,422 |
5,545,633 |
4.22
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-15.53 |
-0.50 |
3.16
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1,717,939
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-7.59 |
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202408 |
573,255 |
4,948,211 |
4.75
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-1.61 |
1.68
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1,726,370
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-5.25 |
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202407 |
547,262 |
4,374,956 |
-9.67 |
-3.84 |
2.13
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創近一年新低 |
1,800,383
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-6.88 |
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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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9200 |
凱基 |
75 |
93 |
18 |
1440 |
美林 |
-42 |
2 |
44 |
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1480 |
美商高盛 |
38 |
48 |
10 |
9A00 |
永豐金 |
-41 |
10 |
51 |
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1650 |
新加坡商瑞銀 |
29 |
30 |
1 |
9800 |
元大 |
-39 |
27 |
66 |
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9300 |
華南永昌 |
16 |
19 |
3 |
9600 |
富邦 |
-29 |
4 |
33 |
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1560 |
港商野村 |
10 |
10 |
0 |
8440 |
摩根大通 |
-10 |
0 |
10 |
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1470 |
台灣摩根士丹利 |
7 |
7 |
0 |
8840 |
玉山 |
-7 |
3 |
10 |
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8150 |
台新 |
6 |
6 |
0 |
8880 |
國泰 |
-5 |
7 |
12 |
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7000 |
兆豐 |
2 |
9 |
7 |
8560 |
新光 |
-3 |
2 |
5 |
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6210 |
新百王 |
1 |
1 |
0 |
1110 |
台灣企銀 |
-3 |
0 |
3 |
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8450 |
康和 |
1 |
1 |
0 |
1590 |
花旗環球 |
-2 |
0 |
2 |
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20250808 |
巧新營收/7月5.81億元、月減5.8% 受傳統淡季及台幣匯率影響 |
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20250805 |
巧新財報/上半年獲利年減30%、EPS 1.28元 下半年起可望回穩 |
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20200414 |
巧新新單新產能挹注 營運可望觸底反彈 |
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20200409 |
巧新獲Volvo新單+加速認證 下半年營運升溫 |
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20180212 |
巧新科技1月營收5.55億元年減5.29% 1—1月達5.55億元 |
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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 |
0.7 |
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10日籌碼集中度 |
-14.7 |
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單日買賣超 |
2 |
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5日籌碼集中度 |
-12.7 |
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20日籌碼集中度 |
-13.5 |
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累計買賣超 |
-1284 |
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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 |
1174 |
借券餘額 |
1188 |
千張大戶戶數 |
22 |
大戶比例 |
31.47 |
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更新日期: |
2025/8/21 19:28 |
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