| 2312 |
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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| 2312 金寶 |
實收資本額 |
15058 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1989/11/07 |
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| 發 言
人 |
游千慧 |
電 話 |
(02)26622660 |
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| 地 址 |
(105)臺北市南京東路五段99號10樓 |
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| 產 業
別 |
電子中游-EMS |
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| 主要產品 |
消費性電子產品、網路通訊產品及影像產品等之製造、加工、買賣 |
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| 2026/6/12 股價 |
34.95 |
法人買賣超合計(近一日) |
賣超 -9432.945 張 |
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| 2026/6/12
漲跌 |
0.05
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法人買賣超合計(近一週) |
賣超 -26221.4 張 |
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| 2026/6/12
漲跌幅 |
0.14
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法人買賣超合計(近一月) |
買超
26802.67 張 |
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| 券 資 比 |
0.62
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自營連3賣 |
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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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| 2025 |
2026/05/25 |
0.60 |
0.00 |
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2026/06/23 |
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1.72% |
0% |
1.72% |
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| 2024 |
2025/06/03 |
0.60 |
0.00 |
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2025/07/01 |
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1.72% |
0% |
1.72% |
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| 2023 |
2024/06/06 |
0.30 |
0.00 |
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2024/07/04 |
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0.86% |
0% |
0.86% |
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| 2022 |
2023/05/30 |
0.30 |
0.00 |
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2023/06/28 |
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0.86% |
0% |
0.86% |
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| 機構估稅後EPS |
1.40 |
K(9) |
18.27 |
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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) |
14.92 |
D(9) |
32.28 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
24.96 |
周K(9) |
70.07 |
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0.8 |
1.2 |
0.4 |
0.4 |
1 |
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| 股價淨值比 |
2.34 |
周D(9) |
66.66 |
綜合評分: |
3.8 |
建議: |
觀望 |
目標價: |
36.7 |
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| 月線乖離率 |
-3.06 |
季線乖離率 |
20.76 |
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2026/5/15 |
2026/5/22 |
2026/5/29 |
2026/6/5 |
2026/6/12 |
20*PE |
28.07 |
3*PB |
44.81 |
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| 股價 |
27.85 |
33.10 |
38.95 |
39.30 |
34.95 |
15*PE |
21.05 |
2*PB |
29.87 |
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| 成交量(千股) |
224,045 |
292,766 |
706,917 |
602,005 |
265,852 |
10*PE |
14.04 |
1*PB |
14.94 |
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| 資餘 |
51,817 |
68,071 |
46,100 |
46,590 |
47,557 |
5*PE |
7.02 |
0.5*PB |
7.47 |
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| 券餘 |
344 |
1,165 |
1,025 |
1,113 |
297 |
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| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
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| 營業收入淨額(千) |
35,632,632
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42,889,915
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41,256,916
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37,414,971
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41,937,174
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45,417,931
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46,012,812
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40,074,894
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| 營業成本(千) |
33,183,536
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40,591,291
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38,350,575
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34,980,947
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39,251,051
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43,001,798
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42,955,464
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37,434,768
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| 營業毛利(千) |
2,449,096
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2,298,624
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2,906,341
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2,434,024
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2,686,123
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2,416,133
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3,057,348
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2,640,126
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| 營業費用(千) |
1,569,670
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1,587,520
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1,741,982
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1,352,731
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1,654,900
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1,616,181
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1,610,590
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1,491,447
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| 營業利益(千) |
879,426
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711,104
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1,164,359
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1,081,293
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1,031,223
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799,952
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1,446,758
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1,148,679
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| 營業外收入及支出(千) |
68,269
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-66,454 |
-373,961 |
-630,560 |
-85,037 |
-428,139 |
-408,397 |
-121,406 |
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| 稅前純益(千) |
947,695
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644,650
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790,398
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450,733
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946,186
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371,813
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1,038,361
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1,027,273
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| 所得稅(千) |
232,917
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175,790
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167,555
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100,954
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238,354
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-1,336 |
283,274
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352,122
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| 稅後純益(千) |
714,778
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468,860
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622,843
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349,779
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707,832
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373,149
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755,087
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675,151
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| 其他綜合損益(千) |
506,606
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682,851
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2,317,810
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-5,015,427 |
-124,663 |
1,251,605
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-728,864 |
-7,874 |
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| 綜合損益(千) |
1,221,384
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1,151,711
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2,940,653
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-4,665,648 |
583,169
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1,624,754
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26,223
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667,277
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| 原始每股稅前盈餘(元) |
0.63
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0.43
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0.53
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0.30
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0.63
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0.25
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0.70
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0.69
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| 原始每股稅後盈餘(元) |
0.35
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0.20
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0.30
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0.20
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0.35
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0.15
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0.35
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0.30
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| 毛利率(%) |
6.87
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5.36
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7.04
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6.51
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6.41
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5.32
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6.64
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6.59
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| 營業利益率(%) |
2.47
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1.66
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2.82
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2.89
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2.46
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1.76
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3.14
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2.87
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| 稅後純益率(%) |
2.01
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1.09
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1.51
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0.93
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1.69
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0.82
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1.64
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1.68
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| 稅後權益報酬率(%) |
1.94
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1.31
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1.84
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1.00
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1.88
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1.02
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2.10
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1.90
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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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| 202605 |
12,356,534 |
60,110,764 |
1.93
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-8.10 |
-11.55 |
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36,297,161
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-8.34 |
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| 202604 |
12,122,634 |
47,754,230 |
2.58
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-3.49 |
-12.41 |
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34,693,023
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-12.15 |
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| 202603 |
11,817,993 |
35,632,632 |
9.91
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-13.07 |
-15.03 |
0.63
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35,632,632
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-15.03 |
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| 202602 |
10,752,396 |
23,813,603 |
-17.68 |
-19.38 |
-16.04 |
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37,326,651
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-9.93 |
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| 202601 |
13,061,207 |
13,061,207 |
-3.34 |
-13.06 |
-13.06 |
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40,136,027
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-8.59 |
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| 202512 |
13,513,048 |
163,498,976 |
-0.36 |
3.32
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-0.55 |
1.88
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42,717,140
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-6.29 |
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| 202511 |
13,561,772 |
149,648,460 |
-13.30 |
-14.19 |
-1.30 |
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48,762,117
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-4.48 |
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| 202510 |
15,642,320 |
136,086,688 |
-20.02 |
-6.33 |
0.20
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46,192,329
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-5.75 |
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| 202509 |
19,558,025 |
120,609,061 |
77.93
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5.46
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1.36
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1.45
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創歷史新高 |
41,286,882
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-10.14 |
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| 202508 |
10,991,984 |
100,886,343 |
2.38
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-20.16 |
0.32
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32,923,764
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-19.32 |
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| 202507 |
10,736,873 |
89,894,359 |
-4.09 |
-21.26 |
3.57
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創近一年新低 |
35,377,197
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-12.37 |
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| 202506 |
11,194,907 |
79,352,145 |
-16.74 |
-16.49 |
8.74
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0.93
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創近一年新低 |
37,200,878
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-7.58 |
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| 202505 |
13,445,417 |
67,962,579 |
7.04
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0.87
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13.73
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39,600,995
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2.74 |
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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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| 9800 |
元大 |
1592 |
10712 |
9120 |
9200 |
凱基 |
-2453 |
2864 |
5317 |
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| 9600 |
富邦 |
1027 |
3236 |
2209 |
8440 |
摩根大通 |
-1797 |
84 |
1881 |
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| 8880 |
國泰 |
627 |
2294 |
1667 |
1560 |
港商野村 |
-1121 |
122 |
1243 |
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| 9A00 |
永豐金 |
571 |
2170 |
1599 |
1650 |
新加坡商瑞銀 |
-1107 |
184 |
1291 |
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| 9B00 |
台新 |
530 |
2301 |
1771 |
1470 |
台灣摩根士丹利 |
-974 |
1402 |
2376 |
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| 1440 |
美林 |
526 |
683 |
157 |
1480 |
美商高盛 |
-882 |
842 |
1724 |
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| 8840 |
玉山 |
510 |
1309 |
799 |
8960 |
香港上海匯豐 |
-89 |
0 |
89 |
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| 9300 |
華南永昌 |
467 |
1879 |
1412 |
1110 |
台灣企銀 |
-59 |
134 |
193 |
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| 7000 |
兆豐 |
341 |
982 |
641 |
8710 |
陽信 |
-32 |
75 |
107 |
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| 6460 |
大昌 |
334 |
478 |
144 |
5660 |
日進 |
-20 |
21 |
41 |
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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 |
-18.5 |
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10日籌碼集中度 |
-4 |
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單日買賣超 |
-7545 |
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| 5日籌碼集中度 |
-10 |
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20日籌碼集中度 |
1.6 |
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累計買賣超 |
21019 |
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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 |
55625 |
借券餘額 |
76292 |
千張大戶戶數 |
107 |
大戶比例 |
47.34 |
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更新日期: |
2026/6/13 01:43 |
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