1451 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1451 年興 |
實收資本額 |
1980 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
1992/12/21 |
|
|
|
|
|
|
|
|
|
發 言
人 |
蔡樹軒 |
電 話 |
(02)26568888 |
|
|
|
|
|
|
|
|
|
地 址 |
台北市內湖區內湖路一段306號13樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-紡織纖維 |
|
|
|
|
|
|
|
|
|
主要產品 |
紡紗業、織布業、成衣業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
18.65 |
法人買賣超合計(近一日) |
買超 48.361 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.35
|
法人買賣超合計(近一週) |
買超
80.8 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
1.91
|
法人買賣超合計(近一月) |
賣超 -6.65 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
外資連2賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/18 |
0.50 |
2.00 |
2001/07/12 |
2024/07/04 |
2.69% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/17 |
1.00 |
0.00 |
|
2025/04/17 |
|
5.36% |
0% |
5.36% |
|
|
|
|
2023 |
2024/06/18 |
0.50 |
0.00 |
|
2024/07/04 |
|
2.69% |
0% |
2.69% |
|
|
|
|
2022 |
2023/06/13 |
2.00 |
0.00 |
|
2023/07/03 |
|
10.72% |
0% |
10.72% |
|
|
|
|
2021 |
2022/06/23 |
1.00 |
0.00 |
|
2022/07/11 |
|
5.36% |
0% |
5.36% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
1.36 |
K(9) |
82.03 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
34.75 |
D(9) |
77.74 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
13.71 |
周K(9) |
48.82 |
|
1.6 |
0.8 |
1.6 |
0 |
1.5 |
|
|
|
|
股價淨值比 |
0.54 |
周D(9) |
53.9 |
綜合評分: |
5.5 |
建議: |
列入追踪 |
目標價: |
19.58 |
|
|
|
|
月線乖離率 |
4.32 |
季線乖離率 |
-1.56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
27.23 |
3*PB |
107.60 |
|
|
|
|
股價 |
21.50 |
18.65 |
17.80 |
18.15 |
18.65 |
15*PE |
20.42 |
2*PB |
71.73 |
|
|
|
|
成交量(千股) |
2,158 |
4,459 |
1,501 |
558 |
447 |
10*PE |
13.61 |
1*PB |
35.87 |
|
|
|
|
資餘 |
2,288 |
1,372 |
1,365 |
1,265 |
1,208 |
5*PE |
6.81 |
0.5*PB |
17.93 |
|
|
|
|
券餘 |
2 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
1,471,005
|
1,632,362
|
1,631,959
|
1,685,335
|
1,472,534
|
1,631,533
|
1,750,256
|
|
|
|
|
營業成本(千) |
|
1,297,025
|
1,405,973
|
1,455,217
|
1,565,225
|
1,426,858
|
1,604,724
|
1,699,424
|
|
|
|
|
營業毛利(千) |
|
173,980
|
226,389
|
176,742
|
120,110
|
45,676
|
26,809
|
50,832
|
|
|
|
|
營業費用(千) |
|
125,075
|
135,635
|
148,054
|
133,889
|
77,487
|
132,690
|
119,661
|
|
|
|
|
營業利益(千) |
|
48,905
|
90,754
|
28,688
|
-13,779 |
-31,811 |
-105,881 |
-68,829 |
|
|
|
|
營業外收入及支出(千) |
|
27,418
|
25,962
|
58,564
|
51,349
|
-74,035 |
98,997
|
35,516
|
|
|
|
|
稅前純益(千) |
|
76,323
|
116,716
|
87,252
|
37,570
|
-105,846 |
-6,884 |
-33,313 |
|
|
|
|
所得稅(千) |
|
13,576
|
30,552
|
22,836
|
8,728
|
12,567
|
-839 |
-8,109 |
|
|
|
|
稅後純益(千) |
|
62,747
|
86,164
|
64,416
|
28,842
|
-118,413 |
-6,045 |
-25,204 |
|
|
|
|
其他綜合損益(千) |
|
-23,801 |
-92,046 |
208,957
|
70,307
|
-54,499 |
-71,597 |
144,500
|
|
|
|
|
綜合損益(千) |
|
38,946
|
-5,882 |
273,373
|
99,149
|
-172,912 |
-77,642 |
119,296
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.37
|
0.57
|
0.42
|
0.18
|
-0.51 |
-0.03 |
-0.16 |
|
|
|
|
原始每股稅後盈餘(元) |
|
0.31
|
0.42
|
0.31
|
0.14
|
-0.57 |
-0.03 |
-0.12 |
|
|
|
|
毛利率(%) |
|
11.83
|
13.87
|
10.83
|
7.13
|
3.10
|
1.64
|
2.90
|
|
|
|
|
營業利益率(%) |
|
3.32
|
5.56
|
1.76
|
-0.82 |
-2.16 |
-6.49 |
-3.93 |
|
|
|
|
稅後純益率(%) |
|
4.27
|
5.28
|
3.95
|
1.71
|
-8.04 |
-0.37 |
-1.44 |
|
|
|
|
稅後權益報酬率(%) |
|
0.88
|
1.20
|
0.91
|
0.41
|
-1.69 |
-0.08 |
-0.34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
454,137 |
1,350,745 |
3.65
|
-27.46 |
-19.85 |
|
|
1,350,745
|
-19.85 |
|
|
|
|
202502 |
438,156 |
896,608 |
-4.43 |
-16.19 |
-15.36 |
|
|
1,326,021
|
-17.34 |
|
|
|
|
202501 |
458,452 |
458,452 |
6.76
|
-14.55 |
-14.55 |
|
|
1,502,046
|
-9.28 |
|
|
|
|
202412 |
429,413 |
6,420,661 |
-30.08 |
-21.18 |
0.97
|
1.55
|
|
1,471,005
|
-0.1 |
|
|
|
|
202411 |
614,181 |
5,991,248 |
43.70
|
6.94
|
3.05
|
|
|
1,487,767
|
7.06 |
|
|
|
|
202410 |
427,411 |
5,377,067 |
-4.21 |
20.96
|
2.62
|
|
創近一年新低 |
1,399,141
|
3.43 |
|
|
|
|
202409 |
446,175 |
4,949,656 |
-15.10 |
-3.40 |
1.30
|
1.18
|
|
1,632,362
|
0.05 |
|
|
|
|
202408 |
525,555 |
4,503,481 |
-20.45 |
-2.22 |
1.79
|
|
|
1,687,925
|
-2.47 |
|
|
|
|
202407 |
660,632 |
3,977,926 |
31.67
|
4.51
|
2.34
|
|
創近一年新高 |
1,818,845
|
-3.22 |
|
|
|
|
202406 |
501,738 |
3,317,294 |
-23.57 |
-10.56 |
1.92
|
0.61
|
|
1,631,959
|
-6.76 |
|
|
|
|
202405 |
656,475 |
2,815,556 |
38.57
|
-4.33 |
4.52
|
|
創近一年新高 |
1,756,252
|
1.16 |
|
|
|
|
202404 |
473,746 |
2,159,081 |
-24.33 |
-5.83 |
7.55
|
|
|
1,622,594
|
11.94 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9200 |
凱基 |
41 |
74 |
33 |
9A00 |
永豐金 |
-64 |
0 |
64 |
|
|
|
|
8880 |
國泰 |
20 |
23 |
3 |
7000 |
兆豐 |
-35 |
4 |
39 |
|
|
|
|
9800 |
元大 |
16 |
25 |
9 |
1650 |
新加坡商瑞銀 |
-13 |
4 |
17 |
|
|
|
|
5850 |
統一 |
10 |
10 |
0 |
9100 |
群益金鼎 |
-12 |
5 |
17 |
|
|
|
|
1480 |
美商高盛 |
5 |
7 |
2 |
8840 |
玉山 |
-10 |
0 |
10 |
|
|
|
|
9300 |
華南永昌 |
5 |
6 |
1 |
8560 |
新光 |
-9 |
0 |
9 |
|
|
|
|
1590 |
花旗環球 |
2 |
2 |
0 |
9600 |
富邦 |
-9 |
9 |
18 |
|
|
|
|
8440 |
摩根大通 |
2 |
2 |
0 |
6010 |
奔亞證券 |
-6 |
0 |
6 |
|
|
|
|
2180 |
亞東 |
1 |
1 |
0 |
1440 |
美林 |
-5 |
9 |
14 |
|
|
|
|
5260 |
美好 |
0 |
0 |
0 |
5920 |
元富 |
-3 |
0 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20240826 |
兆豐證掌握市場趨勢 |
|
|
|
|
20240606 |
閎康營收/日本營收貢獻 5月續衝 |
|
|
|
|
20240606 |
閎康營收/5月4.21億元、月增逾2% 日本實驗室等貢獻挹注 |
|
|
|
|
20240604 |
欣陸 三大事業喊衝 |
|
|
|
|
20240221 |
法人調高台積電目標價進場還能買?一年後平均漲幅仍可望有8% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
6.4 |
|
10日籌碼集中度 |
9.1 |
|
單日買賣超 |
16 |
|
|
|
5日籌碼集中度 |
15.2 |
優 |
20日籌碼集中度 |
-9.8 |
|
累計買賣超 |
-1022 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
486 |
借券餘額 |
532 |
千張大戶戶數 |
17 |
大戶比例 |
57.67 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|