| 8074 |
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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| 8074 鉅橡 |
實收資本額 |
810 (百萬) |
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| 市 場
別 |
OTC |
上 櫃 日 期 |
2004/01/27 |
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| 發 言
人 |
馮興運 |
電 話 |
06-7266335 |
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| 地 址 |
台南市佳里區海澄里萊芊寮12-27號 |
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| 產 業
別 |
電子上游-PCB-材料設備 |
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| 主要產品 |
印刷電路基板之製造加工買賣業務、絕緣材料之製造加工買賣業務、電木管電木棒之製造加工買賣業務 |
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| 2026/4/30 股價 |
80.30 |
法人買賣超合計(近一日) |
買超 1283.253 張 |
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| 2026/4/30
漲跌 |
7.30
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法人買賣超合計(近一週) |
買超
766.76 張 |
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| 2026/4/30
漲跌幅 |
10.00
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法人買賣超合計(近一月) |
買超
4865.21 張 |
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| 券 資 比 |
0.00
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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 |
2026/04/29 |
1.10 |
0.00 |
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2026/05/06 |
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1.37% |
0% |
1.37% |
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| 2024 |
2025/04/30 |
1.00 |
0.00 |
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2025/05/27 |
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1.25% |
0% |
1.25% |
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| 2023 |
2024/04/30 |
1.00 |
0.00 |
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2024/05/23 |
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1.25% |
0% |
1.25% |
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| 2022 |
2023/05/03 |
1.50 |
0.00 |
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2023/05/25 |
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1.87% |
0% |
1.87% |
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| 機構估稅後EPS |
2.47 |
K(9) |
46.45 |
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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) |
19.64 |
D(9) |
48.83 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
32.51 |
周K(9) |
67.54 |
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1.2 |
1.6 |
1.6 |
1.6 |
1.5 |
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| 股價淨值比 |
4.09 |
周D(9) |
57.01 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
84.32 |
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| 月線乖離率 |
15.5 |
季線乖離率 |
24.01 |
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2026/4/2 |
2026/4/10 |
2026/4/17 |
2026/4/24 |
2026/4/30 |
20*PE |
49.42 |
3*PB |
58.90 |
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| 股價 |
53.10 |
66.80 |
71.20 |
75.50 |
80.30 |
15*PE |
37.06 |
2*PB |
39.27 |
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| 成交量(千股) |
4,341 |
22,942 |
43,320 |
91,713 |
20,406 |
10*PE |
24.71 |
1*PB |
19.63 |
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| 資餘 |
4,764 |
5,084 |
4,163 |
5,110 |
4,850 |
5*PE |
12.35 |
0.5*PB |
9.82 |
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| 券餘 |
99 |
131 |
101 |
74 |
0 |
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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) |
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325,467
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343,185
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337,878
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306,406
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309,188
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345,845
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320,453
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| 營業成本(千) |
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239,533
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264,158
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268,998
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239,867
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237,647
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263,292
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246,255
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| 營業毛利(千) |
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85,934
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79,027
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68,880
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66,539
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71,541
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82,553
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74,198
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| 營業費用(千) |
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51,890
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47,027
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39,156
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41,213
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42,041
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48,476
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45,838
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| 營業利益(千) |
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34,044
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32,000
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29,724
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25,157
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29,500
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34,087
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28,360
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| 營業外收入及支出(千) |
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20,939
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14,197
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-20,358 |
1,236
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3,349
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-1,640 |
-2,613 |
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| 稅前純益(千) |
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54,983
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46,197
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9,366
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26,393
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32,849
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32,447
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25,747
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| 所得稅(千) |
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10,421
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5,856
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-980 |
5,515
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8,164
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5,852
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3,481
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| 稅後純益(千) |
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44,562
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40,341
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10,346
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20,878
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24,685
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26,595
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22,266
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| 其他綜合損益(千) |
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15,474
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25,650
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-14,148 |
334
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2,367
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7,366
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6,905
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| 綜合損益(千) |
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60,036
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65,991
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-3,802 |
21,212
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27,052
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33,961
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29,171
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| 原始每股稅前盈餘(元) |
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0.68
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0.57
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0.12
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0.33
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0.41
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0.40
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0.32
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| 原始每股稅後盈餘(元) |
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0.54
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0.47
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0.10
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0.24
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0.27
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0.30
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0.26
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| 毛利率(%) |
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26.40
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23.03
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20.39
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21.72
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23.14
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23.87
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23.15
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| 營業利益率(%) |
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10.46
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9.32
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8.80
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8.21
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9.54
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9.86
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8.85
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| 稅後純益率(%) |
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13.69
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11.75
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3.06
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6.81
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7.98
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7.69
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6.95
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| 稅後權益報酬率(%) |
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2.76
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2.60
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0.68
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1.34
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1.57
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1.72
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1.47
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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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| 202603 |
148,286 |
364,296 |
67.68
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31.68
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21.14
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創歷史新高 |
364,296
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21.14 |
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| 202602 |
88,436 |
216,010 |
-30.68 |
-0.28 |
14.83
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創近一年新低 |
339,888
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14.04 |
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| 202601 |
127,574 |
127,574 |
2.98
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28.31
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28.31
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創近一年新高 |
349,954
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13.46 |
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| 202512 |
123,878 |
1,312,936 |
25.76
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12.68
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4.40
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1.69
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創近一年新高 |
325,616
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3.52 |
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| 202511 |
98,502 |
1,183,737 |
-4.59 |
-0.59 |
2.67
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316,978
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-0.52 |
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| 202510 |
103,236 |
1,085,235 |
-10.42 |
-2.18 |
2.98
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337,155
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-0.88 |
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| 202509 |
115,240 |
987,469 |
-2.90 |
1.08
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4.12
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1.01
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343,415
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-0.7 |
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| 202508 |
118,679 |
866,759 |
8.39
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-1.60 |
3.89
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創近一年新高 |
345,843
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2.74 |
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| 202507 |
109,496 |
748,080 |
-6.94 |
-1.54 |
4.82
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333,499
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3.85 |
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| 202506 |
117,668 |
644,284 |
10.66
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12.28
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6.93
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0.44
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337,867
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5.43 |
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| 202505 |
106,335 |
520,916 |
-6.61 |
1.15
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4.66
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332,809
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3.23 |
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| 202504 |
113,864 |
414,581 |
1.11
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3.02
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5.61
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315,156
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9.86 |
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| 202503 |
112,610 |
306,406 |
26.98
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5.50
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8.62
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0.33
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306,406
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8.62 |
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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 |
1183 |
2600 |
1417 |
7000 |
兆豐 |
-591 |
134 |
725 |
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| 9200 |
凱基 |
474 |
1184 |
710 |
9600 |
富邦 |
-366 |
340 |
706 |
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| 1480 |
美商高盛 |
180 |
361 |
181 |
8880 |
國泰 |
-194 |
223 |
417 |
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| 1650 |
新加坡商瑞銀 |
123 |
370 |
247 |
9A00 |
永豐金 |
-186 |
227 |
413 |
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| 9B00 |
台新 |
62 |
453 |
391 |
8840 |
玉山 |
-120 |
108 |
228 |
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| 1470 |
台灣摩根士丹利 |
55 |
310 |
255 |
9300 |
華南永昌 |
-98 |
157 |
255 |
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| 1440 |
美林 |
51 |
115 |
64 |
8560 |
新光 |
-96 |
83 |
179 |
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| 8440 |
摩根大通 |
50 |
121 |
71 |
9100 |
群益金鼎 |
-91 |
203 |
294 |
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| 6210 |
新百王 |
8 |
10 |
2 |
7790 |
國票 |
-84 |
53 |
137 |
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| 1230 |
彰銀 |
7 |
24 |
17 |
6160 |
中國信託 |
-83 |
37 |
120 |
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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 |
29.3 |
優 |
10日籌碼集中度 |
2.5 |
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單日買賣超 |
2350 |
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| 5日籌碼集中度 |
7.2 |
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20日籌碼集中度 |
2.5 |
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累計買賣超 |
4916 |
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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 |
1064 |
借券餘額 |
1182 |
千張大戶戶數 |
9 |
大戶比例 |
30.84 |
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更新日期: |
2026/5/1 20:21 |
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