1525 |
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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1525 江申 |
實收資本額 |
734 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1999/05/15 |
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發 言
人 |
陳一宇 |
電 話 |
03-4783121 |
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地 址 |
桃園市楊梅區新江路100號 |
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產 業
別 |
傳產-汽車零組件 |
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主要產品 |
載台36.16%、模治具23.24%、車架23.1%、零件16.49%(底盤、沖壓零組件、車架、大樑、木床後車身、模治具) |
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2025/5/2 股價 |
62.50 |
法人買賣超合計(近一日) |
買超 3 張 |
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2025/5/2
漲跌 |
0.90
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法人買賣超合計(近一週) |
買超
3.97 張 |
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2025/5/2
漲跌幅 |
1.46
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法人買賣超合計(近一月) |
賣超 -15.92 張 |
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券 資 比 |
0.00
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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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2024/05/29 |
3.30 |
0.60 |
2016/09/13 |
2024/06/27 |
5.28% |
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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 |
2025/05/26 |
3.10 |
0.00 |
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2025/06/26 |
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4.96% |
0% |
4.96% |
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2023 |
2024/05/29 |
3.30 |
0.00 |
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2024/06/27 |
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5.28% |
0% |
5.28% |
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2022 |
2023/06/15 |
2.10 |
0.00 |
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2023/07/19 |
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3.36% |
0% |
3.36% |
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2021 |
2022/06/21 |
2.10 |
0.00 |
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2022/07/28 |
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3.36% |
0% |
3.36% |
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機構估稅後EPS |
3.95 |
K(9) |
72.46 |
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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) |
67.98 |
D(9) |
63.79 |
評分表 |
(短線) |
(中長線) |
(安全性) |
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預估本益比 |
15.82 |
周K(9) |
64.73 |
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1.6 |
1.6 |
1.6 |
0.4 |
1.5 |
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股價淨值比 |
0.92 |
周D(9) |
64.64 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
71.88 |
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月線乖離率 |
1.54 |
季線乖離率 |
1.96 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
79.11 |
3*PB |
203.80 |
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股價 |
66.90 |
61.40 |
61.00 |
62.30 |
62.50 |
15*PE |
59.34 |
2*PB |
135.87 |
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成交量(千股) |
323 |
586 |
178 |
99 |
84 |
10*PE |
39.56 |
1*PB |
67.93 |
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資餘 |
550 |
471 |
458 |
455 |
438 |
5*PE |
19.78 |
0.5*PB |
33.97 |
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券餘 |
3 |
0 |
0 |
0 |
0 |
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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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370,614
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403,399
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376,080
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308,541
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358,754
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359,543
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425,144
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營業成本(千) |
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314,958
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360,387
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326,826
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277,960
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323,315
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325,086
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372,878
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營業毛利(千) |
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55,656
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43,012
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49,254
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30,581
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35,439
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34,457
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52,266
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營業費用(千) |
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34,637
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30,096
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31,098
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28,009
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28,843
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25,226
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29,707
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營業利益(千) |
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21,019
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12,916
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18,156
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2,572
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6,596
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9,231
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22,559
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營業外收入及支出(千) |
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103,269
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86,293
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78,214
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63,356
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139,552
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103,214
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50,686
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稅前純益(千) |
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124,288
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99,209
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96,370
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65,928
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146,148
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112,445
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73,245
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所得稅(千) |
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22,369
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19,185
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24,636
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17,441
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75,619
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30,740
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14,467
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稅後純益(千) |
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101,919
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80,024
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71,734
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48,487
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70,529
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81,705
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58,778
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其他綜合損益(千) |
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-36,362 |
73,942
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34,221
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74,041
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-93,206 |
131,267
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-144,115 |
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綜合損益(千) |
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65,557
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153,966
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105,955
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122,528
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-22,677 |
212,972
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-85,337 |
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原始每股稅前盈餘(元) |
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1.69
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1.35
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1.31
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0.90
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1.99
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1.53
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1.00
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原始每股稅後盈餘(元) |
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1.39
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1.09
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0.98
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0.66
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0.96
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1.11
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0.80
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毛利率(%) |
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15.02
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10.66
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13.10
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9.91
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9.88
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9.58
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12.29
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營業利益率(%) |
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5.67
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3.20
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4.83
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0.83
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1.84
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2.57
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5.31
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稅後純益率(%) |
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27.50
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19.84
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19.07
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15.71
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19.66
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22.72
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13.83
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稅後權益報酬率(%) |
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2.06
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1.65
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1.48
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1.00
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1.47
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1.74
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1.25
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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
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0.00
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0.00
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0 |
0 |
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202503 |
120,629 |
276,927 |
46.87
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7.18
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-10.25 |
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276,927
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-10.25 |
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202502 |
82,131 |
156,298 |
10.74
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-6.24 |
-20.25 |
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289,251
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-9.55 |
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202501 |
74,167 |
74,167 |
-44.22 |
-31.57 |
-31.57 |
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創近一年新低 |
331,173
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-6.63 |
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202412 |
132,953 |
1,458,634 |
7.17
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7.39
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-8.75 |
5.26
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370,614
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3.31 |
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202411 |
124,053 |
1,325,681 |
9.19
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1.28
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-10.10 |
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376,244
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4.63 |
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202410 |
113,608 |
1,201,628 |
-18.02 |
1.02
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-11.14 |
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378,194
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10.7 |
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202409 |
138,583 |
1,088,020 |
9.98
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11.20
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-12.24 |
3.56
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403,399
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12.2 |
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202408 |
126,003 |
949,437 |
-9.23 |
20.52
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-14.86 |
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393,428
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7.81 |
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202407 |
138,813 |
823,434 |
7.93
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6.48
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-18.52 |
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創近一年新高 |
398,760
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-4.03 |
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202406 |
128,612 |
684,621 |
-2.07 |
-1.07 |
-22.22 |
2.21
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376,081
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-11.54 |
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202405 |
131,335 |
556,009 |
13.09
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-15.34 |
-25.89 |
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創近一年新高 |
360,019
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-25.36 |
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202404 |
116,134 |
424,674 |
3.18
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-17.05 |
-28.63 |
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316,285
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-32.57 |
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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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5920 |
元富 |
20 |
21 |
1 |
6160 |
中國信託 |
-20 |
0 |
20 |
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2180 |
亞東 |
2 |
2 |
0 |
6950 |
福勝 |
-3 |
0 |
3 |
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9200 |
凱基 |
2 |
4 |
2 |
7000 |
兆豐 |
-1 |
0 |
1 |
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9600 |
富邦 |
1 |
1 |
0 |
7790 |
國票 |
-1 |
0 |
1 |
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5850 |
統一 |
1 |
1 |
0 |
8150 |
台新 |
-1 |
0 |
1 |
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1590 |
花旗環球 |
1 |
1 |
0 |
1040 |
臺銀證券 |
-1 |
0 |
1 |
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1440 |
美林 |
0 |
1 |
1 |
1440 |
美林 |
0 |
1 |
1 |
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8450 |
康和 |
0 |
0 |
0 |
8450 |
康和 |
0 |
0 |
0 |
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8880 |
國泰 |
0 |
0 |
0 |
8880 |
國泰 |
0 |
0 |
0 |
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9100 |
群益金鼎 |
0 |
1 |
1 |
9100 |
群益金鼎 |
0 |
1 |
1 |
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20241121 |
江申本季出貨 挹注營收 |
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20240530 |
江申出貨增 產量將上衝 |
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20240524 |
最壞情況已過 這檔汽車股漲停鎖死 |
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20240524 |
江申出貨量逐步提升 |
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20230912 |
IC設計、電動車股強勢領漲 台股收盤大漲139點收16,572點 |
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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 |
0 |
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10日籌碼集中度 |
3.7 |
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單日買賣超 |
0 |
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5日籌碼集中度 |
-6.1 |
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20日籌碼集中度 |
17.8 |
優 |
累計買賣超 |
116 |
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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 |
56 |
借券餘額 |
59 |
千張大戶戶數 |
4 |
大戶比例 |
82.29 |
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更新日期: |
2025/5/2 19:26 |
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