1301 |
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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1301 台塑 |
實收資本額 |
63657 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1964/07/27 |
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發 言
人 |
林勝冠 |
電 話 |
(02)2712-2211 |
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地 址 |
高雄市仁武區水管路100號 |
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產 業
別 |
傳產-塑膠 |
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主要產品 |
聚氯乙烯(PVC)、氯乙烯、液(石咸)、聚丙烯、高密度聚乙烯、聚乙烯醋酸乙烯酯、低密度聚乙烯、線性低密度聚乙烯、丙烯酸酯、高吸水性樹脂、碳素纖維、丙烯睛、甲基丙烯酸甲酯及環氧氯丙烷等 |
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2025/5/2 股價 |
34.80 |
法人買賣超合計(近一日) |
買超 3330.637 張 |
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2025/5/2
漲跌 |
0.80
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法人買賣超合計(近一週) |
賣超 -1457.1 張 |
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2025/5/2
漲跌幅 |
2.35
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法人買賣超合計(近一月) |
賣超 -14247.01 張 |
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券 資 比 |
1.06
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投信連2賣 |
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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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2024/06/20 |
1.00 |
0.40 |
2013/07/17 |
2024/07/23 |
2.87% |
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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 |
2025/06/11 |
0.50 |
0.00 |
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1.44% |
0% |
1.44% |
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2023 |
2024/06/20 |
1.00 |
0.00 |
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2024/07/23 |
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2.87% |
0% |
2.87% |
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2022 |
2023/05/30 |
4.20 |
0.00 |
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2023/06/27 |
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12.07% |
0% |
12.07% |
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2021 |
2022/06/09 |
8.20 |
0.00 |
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2022/07/05 |
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23.56% |
0% |
23.56% |
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機構估稅後EPS |
0.42 |
K(9) |
31.69 |
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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) |
45.40 |
D(9) |
30.02 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
82.86 |
周K(9) |
38.25 |
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2 |
1.2 |
0.8 |
1.6 |
1 |
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股價淨值比 |
0.77 |
周D(9) |
47.39 |
綜合評分: |
6.6 |
建議: |
列入追踪 |
目標價: |
36.54 |
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月線乖離率 |
-0.26 |
季線乖離率 |
-5.89 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
8.41 |
3*PB |
135.58 |
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股價 |
38.20 |
34.80 |
35.45 |
34.10 |
34.80 |
15*PE |
6.30 |
2*PB |
90.39 |
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成交量(千股) |
47,667 |
100,883 |
63,124 |
59,049 |
39,069 |
10*PE |
4.20 |
1*PB |
45.19 |
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資餘 |
26,826 |
24,041 |
24,502 |
24,629 |
24,961 |
5*PE |
2.10 |
0.5*PB |
22.60 |
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券餘 |
53 |
66 |
148 |
214 |
264 |
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季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
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營業收入淨額(千) |
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50,330,754
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50,492,246
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51,108,854
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48,108,493
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47,742,845
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50,735,787
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48,446,828
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營業成本(千) |
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48,245,218
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48,000,923
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47,370,530
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46,275,258
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45,975,923
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47,071,989
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47,517,648
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營業毛利(千) |
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2,085,536
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2,491,323
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3,738,324
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1,833,235
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1,766,922
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3,663,798
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929,180
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營業費用(千) |
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3,464,643
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3,998,506
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3,568,643
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3,278,377
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3,692,104
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3,488,054
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3,401,997
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營業利益(千) |
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-1,379,107 |
-1,507,183 |
169,681
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-1,445,142 |
-1,925,182 |
175,744
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-2,472,817 |
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營業外收入及支出(千) |
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505,837
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-1,737,660 |
1,173,418
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1,805,923
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-1,455,193 |
6,662,114
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3,545,905
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稅前純益(千) |
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-873,270 |
-3,244,843 |
1,343,099
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360,781
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-3,380,375 |
6,837,858
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1,073,088
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所得稅(千) |
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-1,148,523 |
-152,378 |
-21,492 |
139,925
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-479,117 |
166,453
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-151,966 |
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稅後純益(千) |
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275,253
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-3,092,465 |
1,364,591
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220,856
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-2,901,258 |
6,671,405
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1,225,054
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其他綜合損益(千) |
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-23,797,137 |
-23,103,036 |
2,362,831
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-3,826,201 |
542,796
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680,865
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-2,791,673 |
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綜合損益(千) |
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-23,521,884 |
-26,195,501 |
3,727,422
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-3,605,345 |
-2,358,462 |
7,352,270
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-1,566,619 |
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原始每股稅前盈餘(元) |
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-0.14 |
-0.51 |
0.21
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0.06
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-0.53 |
1.07
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0.17
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原始每股稅後盈餘(元) |
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0.04
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-0.49 |
0.21
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0.03
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-0.46 |
1.05
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0.19
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毛利率(%) |
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4.14
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4.93
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7.31
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3.81
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3.70
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7.22
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1.92
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營業利益率(%) |
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-2.74 |
-2.98 |
0.33
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-3.00 |
-4.03 |
0.35
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-5.10 |
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稅後純益率(%) |
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0.55
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-6.12 |
2.67
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0.46
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-6.08 |
13.15
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2.53
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稅後權益報酬率(%) |
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0.09
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-0.94 |
0.40
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0.06
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-0.83 |
1.93
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0.36
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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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202504 |
0 |
0 |
0.00 |
0.00 |
0.00 |
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0 |
0 |
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202503 |
17,092,363 |
47,202,204 |
5.97 |
-3.21 |
-1.88 |
0.02 |
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47,202,204
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-1.88 |
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202502 |
16,129,819 |
30,109,841 |
15.38
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24.72
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-1.11 |
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46,555,124
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2.37 |
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202501 |
13,980,022 |
13,980,022 |
-14.99 |
-20.19 |
-20.19 |
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48,571,887
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-0.78 |
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202412 |
16,445,283 |
200,040,347 |
-9.38 |
9.42 |
0.45 |
-0.38 |
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50,330,754
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5.42 |
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202411 |
18,146,582 |
183,595,063 |
15.30
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10.61
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-0.28 |
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創近一年新高 |
50,526,991
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2.49 |
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202410 |
15,738,889 |
165,448,481 |
-5.42 |
-3.48 |
-1.34 |
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48,521,215
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-3.72 |
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202409 |
16,641,520 |
149,709,593 |
3.10 |
0.32 |
-1.11 |
-0.24 |
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50,492,245
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-0.48 |
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202408 |
16,140,806 |
133,068,073 |
-8.86 |
-7.78 |
-1.29 |
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50,902,423
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1.72 |
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202407 |
17,709,919 |
116,927,267 |
3.86 |
6.40 |
-0.32 |
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創近一年新高 |
52,158,096
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6.67 |
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202406 |
17,051,698 |
99,217,347 |
-1.98 |
7.28 |
-1.43 |
0.27 |
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51,108,854
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5.49 |
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202405 |
17,396,479 |
82,165,649 |
4.42 |
6.36 |
-3.07 |
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51,716,759
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-1.81 |
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202404 |
16,660,677 |
64,769,170 |
-5.66 |
2.87
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-5.32 |
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47,252,956
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-12.5 |
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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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1380 |
台灣匯立 |
1122 |
1122 |
0 |
9800 |
元大 |
-943 |
905 |
1848 |
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1470 |
台灣摩根士丹利 |
900 |
1310 |
410 |
8440 |
摩根大通 |
-590 |
191 |
781 |
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9600 |
富邦 |
837 |
1608 |
771 |
9200 |
凱基 |
-428 |
729 |
1157 |
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1480 |
美商高盛 |
497 |
839 |
342 |
9100 |
群益金鼎 |
-335 |
203 |
538 |
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1650 |
新加坡商瑞銀 |
339 |
623 |
284 |
9A00 |
永豐金 |
-328 |
230 |
558 |
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1590 |
花旗環球 |
191 |
197 |
6 |
6910 |
德信 |
-327 |
0 |
327 |
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8880 |
國泰 |
185 |
494 |
309 |
5850 |
統一 |
-323 |
80 |
403 |
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7790 |
國票 |
104 |
188 |
84 |
8150 |
台新 |
-302 |
148 |
450 |
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9300 |
華南永昌 |
91 |
393 |
302 |
7000 |
兆豐 |
-154 |
166 |
320 |
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1440 |
美林 |
53 |
208 |
155 |
8840 |
玉山 |
-144 |
128 |
272 |
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20250418 |
全民權證/台塑 優選逾150天 |
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20250410 |
台塑四寶3月營收較上月皆漲 台塑化單季賺36.8億元居冠 |
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20250410 |
台積電鎖漲停 小資族瘋搶、零股買單高掛逾660萬股 |
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20250408 |
台積電跌勢縮小、台股半小時成交逾2千億元 多空交戰爆巨量波動大 |
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20250408 |
台股無量崩跌 國安基金護盤時機…緊盯10年線 |
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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 |
27.4 |
優 |
10日籌碼集中度 |
-10.7 |
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單日買賣超 |
3165 |
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5日籌碼集中度 |
-3.8 |
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20日籌碼集中度 |
-3.9 |
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累計買賣超 |
-13608 |
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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 |
255415 |
借券餘額 |
321248 |
千張大戶戶數 |
287 |
大戶比例 |
69.07 |
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更新日期: |
2025/5/2 19:22 |
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