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 |
1225 (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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2025/9/5 股價 |
142.50 |
法人買賣超合計(近一日) |
賣超 -90.471 張 |
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2025/9/5
漲跌 |
0.50
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法人買賣超合計(近一週) |
買超
249.68 張 |
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2025/9/5
漲跌幅 |
0.35
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法人買賣超合計(近一月) |
賣超 -2271.53 張 |
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券 資 比 |
4.30
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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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2025/06/03 |
5.26 |
1.42 |
2025/07/28 |
2025/04/01 |
3.69% |
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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 |
2025/06/03 |
5.26 |
1.42 |
2025/07/28 |
2025/04/01 |
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4.69% |
0.01% |
3.69% |
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2023 |
2024/06/07 |
4.03 |
0.25 |
2024/08/01 |
2024/04/03 |
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3% |
0% |
2.83% |
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2022 |
2023/06/30 |
4.00 |
0.00 |
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2023/07/17 |
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2.81% |
0% |
2.81% |
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2021 |
2022/06/30 |
2.00 |
0.00 |
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2022/07/14 |
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1.4% |
0% |
1.4% |
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機構估稅後EPS |
9.80 |
K(9) |
6.05 |
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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) |
79.60 |
D(9) |
7.9 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.54 |
周K(9) |
11.36 |
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1.2 |
0.8 |
2 |
1.6 |
0.5 |
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股價淨值比 |
1.79 |
周D(9) |
19.13 |
綜合評分: |
6.1 |
建議: |
列入追踪 |
目標價: |
163.88 |
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月線乖離率 |
-12.96 |
季線乖離率 |
-24.11 |
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2025/8/8 |
2025/8/15 |
2025/8/22 |
2025/8/29 |
2025/9/5 |
20*PE |
196.55 |
3*PB |
208.54 |
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股價 |
191.50 |
172.00 |
182.50 |
150.00 |
142.50 |
15*PE |
147.41 |
2*PB |
139.02 |
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成交量(千股) |
2,944 |
4,271 |
2,807 |
12,547 |
5,379 |
10*PE |
98.28 |
1*PB |
69.51 |
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資餘 |
3,042 |
3,011 |
2,888 |
3,074 |
3,095 |
5*PE |
49.14 |
0.5*PB |
34.76 |
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券餘 |
61 |
34 |
69 |
145 |
133 |
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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) |
1,888,831
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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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883,581
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2,818,307
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975,529
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營業成本(千) |
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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650,841
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2,030,435
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735,458
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營業毛利(千) |
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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232,740
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787,872
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240,071
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營業費用(千) |
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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138,972
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149,783
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121,072
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營業利益(千) |
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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91,008
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622,803
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104,928
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營業外收入及支出(千) |
-12,951 |
-38,243 |
-41,932 |
-11,269 |
-18,196 |
-33,624 |
-11,815 |
14,061
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稅前純益(千) |
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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57,384
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610,988
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118,989
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所得稅(千) |
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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15,253
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100,370
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28,243
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稅後純益(千) |
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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42,131
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510,618
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90,746
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其他綜合損益(千) |
-148,845 |
67,328
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-16,222 |
24,612
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-7,626 |
-606 |
-96 |
0 |
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綜合損益(千) |
-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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41,525
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510,522
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90,746
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原始每股稅前盈餘(元) |
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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0.57
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6.11
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1.19
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原始每股稅後盈餘(元) |
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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0.46
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5.03
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0.93
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毛利率(%) |
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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26.34
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27.96
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24.61
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營業利益率(%) |
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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10.30
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22.10
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10.76
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稅後純益率(%) |
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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4.77
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18.12
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9.30
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稅後權益報酬率(%) |
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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0.73
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9.13
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1.78
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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 |
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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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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1.56
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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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202504 |
668,292 |
2,135,158 |
-6.24 |
345.20
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106.56
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1,698,262
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94.77 |
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202503 |
712,753 |
1,466,866 |
124.69
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37.85
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66.01
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0.86
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1,466,866
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66.01 |
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202502 |
317,217 |
754,113 |
-27.39 |
54.93
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105.75
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2,650,429
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29.26 |
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202501 |
436,896 |
436,896 |
-76.96 |
170.08
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170.08
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3,612,628
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30.31 |
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202412 |
1,896,316 |
10,125,465 |
48.22
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12.61
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73.41
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12.85
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4,124,517
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45.88 |
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202411 |
1,279,416 |
8,229,149 |
34.85
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38.07
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97.62
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2,992,529
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73.92 |
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202410 |
948,785 |
6,949,733 |
24.13
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337.61
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114.66
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2,327,981
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118.83 |
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202409 |
764,328 |
6,000,948 |
24.31
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32.44
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98.66
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6.30
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3,845,256
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294.17 |
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202408 |
614,868 |
5,236,620 |
-75.07 |
127.83
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114.30
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3,987,335
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296.27 |
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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 |
37 |
109 |
72 |
1480 |
美商高盛 |
-45 |
7 |
52 |
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9200 |
凱基 |
32 |
85 |
53 |
1650 |
新加坡商瑞銀 |
-31 |
8 |
39 |
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5380 |
第一金 |
27 |
28 |
1 |
7000 |
兆豐 |
-19 |
12 |
31 |
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8150 |
台新 |
23 |
30 |
7 |
1470 |
台灣摩根士丹利 |
-16 |
14 |
30 |
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8840 |
玉山 |
19 |
26 |
7 |
9300 |
華南永昌 |
-15 |
11 |
26 |
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5920 |
元富 |
9 |
15 |
6 |
8440 |
摩根大通 |
-13 |
6 |
19 |
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5850 |
統一 |
6 |
22 |
16 |
8450 |
康和 |
-7 |
15 |
22 |
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9100 |
群益金鼎 |
6 |
14 |
8 |
1020 |
合庫 |
-4 |
8 |
12 |
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6380 |
光和 |
4 |
4 |
0 |
6480 |
福邦 |
-2 |
1 |
3 |
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5260 |
美好 |
3 |
6 |
3 |
8560 |
新光 |
-2 |
7 |
9 |
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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 |
-14.8 |
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10日籌碼集中度 |
-9.8 |
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單日買賣超 |
-83 |
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5日籌碼集中度 |
-3.1 |
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20日籌碼集中度 |
-8.7 |
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累計買賣超 |
-3207 |
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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 |
3678 |
借券餘額 |
4162 |
千張大戶戶數 |
28 |
大戶比例 |
56.85 |
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更新日期: |
2025/9/6 16:31 |
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