1612 |
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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1612 宏泰 |
實收資本額 |
3161 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1993/05/08 |
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發 言
人 |
潘少屏 |
電 話 |
(02)27011000 |
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地 址 |
桃園市328觀音區樹林里國建一路2號 |
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產 業
別 |
傳產-電線電纜 |
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主要產品 |
各種電線、電纜之製造、加工、銷售、太陽能電纜及通信線纜之製造與銷售 |
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2025/9/12 股價 |
36.20 |
法人買賣超合計(近一日) |
買超 37.852 張 |
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2025/9/12
漲跌 |
0.00
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法人買賣超合計(近一週) |
賣超 -327.08 張 |
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2025/9/12
漲跌幅 |
0.00
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法人買賣超合計(近一月) |
買超
5278.03 張 |
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券 資 比 |
0.12
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外資連3買 |
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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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2025/06/18 |
2.10 |
0.50 |
2001/08/30 |
2025/07/09 |
5.80% |
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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 |
2025/06/18 |
2.10 |
0.00 |
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2025/07/09 |
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5.8% |
0% |
5.8% |
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2023 |
2024/06/12 |
2.00 |
0.00 |
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2024/07/02 |
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5.52% |
0% |
5.52% |
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2022 |
2023/06/15 |
1.50 |
0.00 |
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2023/07/10 |
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4.14% |
0% |
4.14% |
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2021 |
2022/06/21 |
2.80 |
0.00 |
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2022/07/08 |
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7.73% |
0% |
7.73% |
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機構估稅後EPS |
3.29 |
K(9) |
24.95 |
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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) |
23.54 |
D(9) |
23.34 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
11.00 |
周K(9) |
55.43 |
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1.2 |
0 |
2 |
1.6 |
0 |
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股價淨值比 |
1.54 |
周D(9) |
67.94 |
綜合評分: |
4.8 |
建議: |
觀望 |
目標價: |
41.63 |
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月線乖離率 |
-2.63 |
季線乖離率 |
-0.85 |
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2025/8/15 |
2025/8/22 |
2025/8/29 |
2025/9/5 |
2025/9/12 |
20*PE |
65.82 |
3*PB |
70.52 |
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股價 |
38.15 |
38.15 |
37.80 |
36.20 |
36.20 |
15*PE |
49.36 |
2*PB |
47.01 |
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成交量(千股) |
19,808 |
15,694 |
11,739 |
9,239 |
7,162 |
10*PE |
32.91 |
1*PB |
23.51 |
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資餘 |
3,450 |
2,841 |
2,808 |
2,632 |
2,454 |
5*PE |
16.45 |
0.5*PB |
11.75 |
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券餘 |
9 |
15 |
19 |
8 |
3 |
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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) |
2,237,713
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1,789,065
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1,760,732
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1,537,983
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1,827,522
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1,457,667
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1,746,467
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1,636,528
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營業成本(千) |
1,916,486
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1,509,167
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1,499,924
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1,333,526
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1,483,064
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1,224,536
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1,492,654
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1,449,682
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營業毛利(千) |
321,227
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279,898
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260,808
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204,457
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344,458
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233,131
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253,813
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186,846
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營業費用(千) |
66,100
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49,699
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66,892
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59,743
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61,846
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54,210
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60,680
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56,880
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營業利益(千) |
255,127
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230,199
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193,916
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144,714
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282,612
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178,921
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193,133
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129,966
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營業外收入及支出(千) |
83,236
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10,871
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-490 |
24,813
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70,822
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49,595
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16,856
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23,857
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稅前純益(千) |
338,363
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241,070
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193,426
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169,527
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353,434
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228,516
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209,989
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153,823
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所得稅(千) |
55,088
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52,760
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46,800
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31,537
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69,623
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43,716
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34,025
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31,779
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稅後純益(千) |
283,275
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188,310
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146,626
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137,990
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283,811
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184,800
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175,964
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122,044
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其他綜合損益(千) |
-677 |
26,565
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-74,956 |
-110,862 |
-43,692 |
155,698
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120,561
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19,420
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綜合損益(千) |
282,598
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214,875
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71,670
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27,128
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240,119
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340,498
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296,525
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141,464
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原始每股稅前盈餘(元) |
1.07
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0.76
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0.61
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0.54
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1.12
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0.72
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0.66
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0.49
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原始每股稅後盈餘(元) |
0.90
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0.60
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0.46
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0.44
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0.90
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0.58
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0.56
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0.38
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毛利率(%) |
14.36
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15.64
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14.81
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13.29
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18.85
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15.99
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14.53
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11.42
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營業利益率(%) |
11.40
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12.87
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11.01
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9.41
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15.46
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12.27
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11.06
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7.94
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稅後純益率(%) |
12.66
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10.53
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8.33
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8.97
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15.53
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12.68
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10.08
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7.46
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稅後權益報酬率(%) |
3.88
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2.55
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1.94
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1.84
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3.69
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2.39
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2.38
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1.70
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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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202508 |
572,267 |
5,294,168 |
-17.67 |
13.44
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21.78
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2,075,765
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19.51 |
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202507 |
695,123 |
4,721,901 |
-14.01 |
24.65
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22.88
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2,269,882
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32.9 |
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202506 |
808,375 |
4,026,778 |
5.48 |
19.80
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22.57
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1.83 |
創歷史新高 |
2,237,713
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22.45 |
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202505 |
766,384 |
3,218,403 |
15.60
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61.16
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23.29
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創歷史新高 |
2,103,820
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17.19 |
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202504 |
662,954 |
2,452,019 |
-1.71 |
-2.11 |
14.86
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1,933,866
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11.83 |
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202503 |
674,482 |
1,789,065 |
13.09
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5.00 |
22.73
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0.76 |
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1,789,065
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22.73 |
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202502 |
596,430 |
1,114,583 |
15.11
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45.58
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36.71
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1,547,909
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-1.41 |
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202501 |
518,153 |
518,153 |
19.58
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27.76
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27.76
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1,695,172
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0.97 |
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202412 |
433,326 |
6,583,904 |
-41.73 |
-42.59 |
6.28 |
2.99 |
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1,760,732
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0.82 |
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202411 |
743,693 |
6,150,578 |
27.41
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43.41
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13.06
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1,803,263
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24.28 |
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202410 |
583,713 |
5,406,885 |
22.67
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23.38
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9.86 |
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1,564,058
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-2.88 |
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202409 |
475,857 |
4,823,172 |
-5.68 |
3.61 |
8.42 |
2.38 |
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1,537,983
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-6.02 |
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202408 |
504,488 |
4,347,315 |
-9.53 |
-25.59 |
8.97
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1,736,881
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-0.18 |
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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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1590 |
花旗環球 |
156 |
156 |
0 |
1440 |
美林 |
-92 |
8 |
100 |
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5850 |
統一 |
40 |
42 |
2 |
9800 |
元大 |
-86 |
88 |
174 |
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8440 |
摩根大通 |
28 |
28 |
0 |
9200 |
凱基 |
-72 |
50 |
122 |
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5920 |
元富 |
24 |
48 |
24 |
9600 |
富邦 |
-60 |
34 |
94 |
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5380 |
第一金 |
23 |
36 |
13 |
1470 |
台灣摩根士丹利 |
-23 |
2 |
25 |
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8450 |
康和 |
20 |
34 |
14 |
9100 |
群益金鼎 |
-17 |
34 |
51 |
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1650 |
新加坡商瑞銀 |
17 |
20 |
3 |
1040 |
臺銀證券 |
-11 |
1 |
12 |
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1480 |
美商高盛 |
15 |
39 |
24 |
9A00 |
永豐金 |
-9 |
8 |
17 |
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8880 |
國泰 |
11 |
24 |
13 |
6380 |
光和 |
-6 |
0 |
6 |
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8560 |
新光 |
10 |
13 |
3 |
6110 |
台中銀 |
-4 |
1 |
5 |
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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 |
-11.8 |
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10日籌碼集中度 |
-9.4 |
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單日買賣超 |
-93 |
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5日籌碼集中度 |
-3.8 |
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20日籌碼集中度 |
5 |
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累計買賣超 |
1150 |
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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 |
4597 |
借券餘額 |
12386 |
千張大戶戶數 |
31 |
大戶比例 |
55.83 |
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更新日期: |
2025/9/12 19:29 |
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