| 6873 |
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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| 6873 泓德能源 |
實收資本額 |
1426 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2024/09/26 |
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| 發 言
人 |
周仕昌 |
電 話 |
(02)28328057 |
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| 地 址 |
臺北市士林區德行西路35號5樓 |
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| 產 業
別 |
電子下游-太陽能 |
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| 主要產品 |
全方位綠電解決方案包含工程、管理、智慧電力服務與儲能充電產品、案場維運服務、養殖管理服務 |
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| 2026/6/4 股價 |
98.60 |
法人買賣超合計(近一日) |
賣超 -308.25 張 |
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| 2026/6/4
漲跌 |
3.70
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法人買賣超合計(近一週) |
賣超 -165.2 張 |
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| 2026/6/4
漲跌幅 |
3.90
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法人買賣超合計(近一月) |
賣超 -808.17 張 |
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| 券 資 比 |
0.18
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自營連5買 |
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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 |
2026/06/12 |
2.50 |
0.00 |
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2.54% |
0% |
2.54% |
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| 2024 |
2025/06/03 |
5.26 |
1.42 |
2025/07/28 |
2025/04/01 |
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6.78% |
0.01% |
5.33% |
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| 2023 |
2024/06/07 |
4.03 |
0.25 |
2024/08/01 |
2024/04/03 |
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4.34% |
0% |
4.08% |
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| 2022 |
2023/06/30 |
4.00 |
0.00 |
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2023/07/17 |
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4.06% |
0% |
4.06% |
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| 機構估稅後EPS |
5.08 |
K(9) |
67.23 |
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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) |
75.80 |
D(9) |
62.16 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
19.41 |
周K(9) |
52.09 |
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1.6 |
1.2 |
0.8 |
1.6 |
1 |
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| 股價淨值比 |
1.30 |
周D(9) |
37.7 |
綜合評分: |
6.2 |
建議: |
列入追踪 |
目標價: |
113.39 |
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| 月線乖離率 |
10.45 |
季線乖離率 |
9.36 |
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2026/5/8 |
2026/5/15 |
2026/5/22 |
2026/5/29 |
2026/6/4 |
20*PE |
101.65 |
3*PB |
227.54 |
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| 股價 |
91.90 |
82.80 |
87.40 |
89.10 |
98.60 |
15*PE |
76.24 |
2*PB |
151.69 |
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| 成交量(千股) |
3,125 |
4,165 |
2,688 |
4,851 |
5,409 |
10*PE |
50.82 |
1*PB |
75.85 |
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| 資餘 |
3,897 |
3,845 |
3,826 |
3,826 |
3,878 |
5*PE |
25.41 |
0.5*PB |
37.92 |
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| 券餘 |
2 |
21 |
16 |
5 |
7 |
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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) |
1,424,144
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3,374,006
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2,049,984
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1,888,831
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1,466,866
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4,124,517
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3,845,256
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1,272,111
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| 營業成本(千) |
847,804
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2,486,650
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1,561,041
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1,452,777
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1,024,957
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2,865,396
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2,979,404
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944,549
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| 營業毛利(千) |
576,340
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887,356
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488,943
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436,054
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441,909
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1,259,121
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865,852
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327,562
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| 營業費用(千) |
266,647
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297,184
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228,187
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291,026
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259,803
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331,473
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276,551
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156,221
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| 營業利益(千) |
188,431
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440,466
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175,311
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110,950
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160,464
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815,875
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557,349
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160,418
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| 營業外收入及支出(千) |
-131,626 |
-34,537 |
-95,957 |
-12,951 |
-38,243 |
-41,932 |
-11,269 |
-18,196 |
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| 稅前純益(千) |
56,805
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405,929
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79,354
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97,999
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122,221
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773,943
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546,080
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142,222
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| 所得稅(千) |
23,061
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117,031
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39,786
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10,306
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39,739
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180,490
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115,139
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29,614
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| 稅後純益(千) |
33,744
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288,898
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39,568
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87,693
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82,482
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593,453
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430,941
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112,608
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| 其他綜合損益(千) |
192,600
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56,528
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172,283
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-148,845 |
67,328
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-16,222 |
24,612
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-7,626 |
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| 綜合損益(千) |
226,344
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345,426
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211,851
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-61,152 |
149,810
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577,231
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455,553
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104,982
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| 原始每股稅前盈餘(元) |
0.40
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2.85
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0.56
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0.79
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1.00
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6.54
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4.66
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1.39
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| 原始每股稅後盈餘(元) |
0.25
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2.00
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0.26
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0.81
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0.67
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5.08
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3.73
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1.12
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| 毛利率(%) |
40.47
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26.30
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23.85
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23.09
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30.13
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30.53
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22.52
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25.75
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| 營業利益率(%) |
13.23
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13.05
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8.55
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5.87
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10.94
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19.78
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14.49
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12.61
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| 稅後純益率(%) |
2.37
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8.56
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1.93
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4.64
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5.62
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14.39
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11.21
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8.85
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| 稅後權益報酬率(%) |
0.28
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2.43
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0.34
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0.85
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0.88
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6.65
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5.97
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1.95
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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 |
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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| 202604 |
430,739 |
1,860,716 |
-45.36 |
-35.55 |
-12.85 |
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1,544,681
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-9.04 |
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| 202603 |
788,320 |
1,429,977 |
142.10
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10.60
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-2.51 |
0.40
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1,429,977
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-2.51 |
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| 202602 |
325,622 |
641,657 |
3.03
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2.65
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-14.91 |
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2,277,456
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-14.07 |
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| 202601 |
316,035 |
316,035 |
-80.68 |
-27.66 |
-27.66 |
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2,754,183
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-23.76 |
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| 202512 |
1,635,799 |
8,779,687 |
103.88
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-13.74 |
-13.29 |
4.95
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創近一年新高 |
3,374,243
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-18.19 |
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| 202511 |
802,349 |
7,144,125 |
-14.29 |
-37.29 |
-13.19 |
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2,855,984
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-4.56 |
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| 202510 |
936,095 |
6,341,776 |
-16.24 |
-1.34 |
-8.75 |
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2,693,605
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15.71 |
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| 202509 |
1,117,540 |
5,405,681 |
74.62
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46.21
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-9.92 |
2.10
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2,049,984
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-46.69 |
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| 202508 |
639,970 |
4,288,141 |
118.81
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4.08
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-18.11 |
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1,566,784
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-60.71 |
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| 202507 |
292,474 |
3,648,171 |
-53.89 |
-88.14 |
-21.07 |
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創近一年新低 |
1,513,013
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-57.83 |
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| 202506 |
634,340 |
3,355,697 |
8.21
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-30.02 |
55.67
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1.54
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1,888,831
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48.48 |
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| 202505 |
586,199 |
2,721,357 |
-12.28 |
171.90
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117.83
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1,967,244
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122.85 |
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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 |
117 |
725 |
608 |
1470 |
台灣摩根士丹利 |
-125 |
56 |
181 |
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| 9300 |
華南永昌 |
35 |
75 |
40 |
8440 |
摩根大通 |
-87 |
54 |
141 |
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| 6380 |
光和 |
29 |
33 |
4 |
1650 |
新加坡商瑞銀 |
-53 |
52 |
105 |
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| 5850 |
統一 |
27 |
71 |
44 |
1480 |
美商高盛 |
-40 |
116 |
156 |
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| 8560 |
新光 |
22 |
58 |
36 |
6160 |
中國信託 |
-33 |
16 |
49 |
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| 9A00 |
永豐金 |
19 |
175 |
156 |
9200 |
凱基 |
-20 |
278 |
298 |
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| 7790 |
國票 |
17 |
52 |
35 |
1560 |
港商野村 |
-15 |
17 |
32 |
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| 9100 |
群益金鼎 |
16 |
78 |
62 |
1590 |
花旗環球 |
-10 |
0 |
10 |
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| 9600 |
富邦 |
14 |
221 |
207 |
8880 |
國泰 |
-10 |
112 |
122 |
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| 8840 |
玉山 |
13 |
94 |
81 |
1040 |
臺銀證券 |
-7 |
33 |
40 |
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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 |
-6.3 |
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10日籌碼集中度 |
2.7 |
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單日買賣超 |
-173 |
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| 5日籌碼集中度 |
1.3 |
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20日籌碼集中度 |
1.9 |
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累計買賣超 |
103 |
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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 |
4726 |
借券餘額 |
5138 |
千張大戶戶數 |
23 |
大戶比例 |
53.25 |
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更新日期: |
2026/6/4 19:37 |
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