1560 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1560 中砂 |
實收資本額 |
1460 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2005/01/31 |
|
|
|
|
|
|
|
|
|
發 言
人 |
李偉彰 |
電 話 |
02-26791931 |
|
|
|
|
|
|
|
|
|
地 址 |
新北市鶯歌區中山路64號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-IC-代工 |
|
|
|
|
|
|
|
|
|
主要產品 |
各種研磨品,各種切削刀具,之製造加工經銷及代理研磨加工、再生晶圓、其他金屬製品製造業-金屬台金,熱處理業,表面處理業,模具製造業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
253.00 |
法人買賣超合計(近一日) |
買超 8.247 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
9.50
|
法人買賣超合計(近一週) |
買超
50.75 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
3.90
|
法人買賣超合計(近一月) |
買超
1547.83 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
17.77
|
外資連4賣 |
投信連8買 |
自營連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 |
|
|
|
|
|
|
|
2024/06/24 |
4.00 |
0.50 |
2008/07/31 |
2023/07/13 |
1.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/19 |
4.00 |
0.00 |
|
|
|
1.58% |
0% |
1.58% |
|
|
|
|
2023 |
2024/06/24 |
4.00 |
0.00 |
|
2024/07/11 |
|
1.58% |
0% |
1.58% |
|
|
|
|
2022 |
2023/06/20 |
4.00 |
0.00 |
|
2023/07/13 |
|
1.58% |
0% |
1.58% |
|
|
|
|
2021 |
2022/06/22 |
2.80 |
0.00 |
|
2022/07/14 |
|
1.11% |
0% |
1.11% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
9.37 |
K(9) |
92.99 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
47.31 |
D(9) |
85.29 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
27.00 |
周K(9) |
44.34 |
|
1.6 |
1.2 |
1.6 |
1.6 |
1 |
|
|
|
|
股價淨值比 |
5.35 |
周D(9) |
27.15 |
綜合評分: |
7 |
建議: |
列入追踪 |
目標價: |
265.65 |
|
|
|
|
月線乖離率 |
24.14 |
季線乖離率 |
4.1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
187.41 |
3*PB |
146.53 |
|
|
|
|
股價 |
225.50 |
186.00 |
191.00 |
218.00 |
253.00 |
15*PE |
140.56 |
2*PB |
97.68 |
|
|
|
|
成交量(千股) |
5,939 |
5,876 |
4,598 |
12,677 |
21,318 |
10*PE |
93.70 |
1*PB |
48.84 |
|
|
|
|
資餘 |
3,264 |
2,405 |
2,365 |
2,550 |
2,640 |
5*PE |
46.85 |
0.5*PB |
24.42 |
|
|
|
|
券餘 |
84 |
0 |
17 |
226 |
469 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
1,771,627
|
1,834,012
|
1,859,189
|
1,731,114
|
1,595,178
|
1,594,441
|
1,648,890
|
1,575,063
|
|
|
|
|
營業成本(千) |
1,224,041
|
1,267,629
|
1,300,380
|
1,184,432
|
1,078,936
|
1,084,300
|
1,120,771
|
1,109,008
|
|
|
|
|
營業毛利(千) |
547,586
|
566,383
|
558,809
|
546,682
|
516,242
|
510,141
|
528,119
|
466,055
|
|
|
|
|
營業費用(千) |
266,125
|
272,181
|
253,353
|
252,490
|
254,895
|
236,747
|
248,188
|
240,758
|
|
|
|
|
營業利益(千) |
281,461
|
294,202
|
305,456
|
294,192
|
261,347
|
273,394
|
279,931
|
225,297
|
|
|
|
|
營業外收入及支出(千) |
33,794
|
13,223
|
21,256
|
39,230
|
59,876
|
-71,685 |
92,007
|
58,369
|
|
|
|
|
稅前純益(千) |
315,255
|
307,425
|
326,712
|
333,422
|
321,223
|
201,709
|
371,938
|
283,666
|
|
|
|
|
所得稅(千) |
26,808
|
58,872
|
42,232
|
73,770
|
51,918
|
40,924
|
75,437
|
57,869
|
|
|
|
|
稅後純益(千) |
288,447
|
248,553
|
284,480
|
259,652
|
269,305
|
160,785
|
296,501
|
225,797
|
|
|
|
|
其他綜合損益(千) |
25,827
|
-604 |
94,611
|
-9,058 |
-18,028 |
70,868
|
-35,832 |
-26,081 |
|
|
|
|
綜合損益(千) |
314,274
|
247,949
|
379,091
|
250,594
|
251,277
|
231,653
|
260,669
|
199,716
|
|
|
|
|
原始每股稅前盈餘(元) |
2.16
|
2.11
|
2.24
|
2.30
|
2.21
|
1.39
|
2.57
|
1.97
|
|
|
|
|
原始每股稅後盈餘(元) |
1.95
|
1.64
|
1.96
|
1.75
|
1.77
|
1.10
|
2.02
|
1.54
|
|
|
|
|
毛利率(%) |
30.91
|
30.88
|
30.06
|
31.58
|
32.36
|
31.99
|
32.03
|
29.59
|
|
|
|
|
營業利益率(%) |
15.89
|
16.04
|
16.43
|
16.99
|
16.38
|
17.15
|
16.98
|
14.30
|
|
|
|
|
稅後純益率(%) |
16.28
|
13.55
|
15.30
|
15.00
|
16.88
|
10.08
|
17.98
|
14.34
|
|
|
|
|
稅後權益報酬率(%) |
3.94
|
3.40
|
4.10
|
4.04
|
4.26
|
2.53
|
4.89
|
3.71
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
601,745 |
1,771,627 |
-0.39 |
9.54
|
11.06
|
2.16
|
|
1,771,627
|
11.06 |
|
|
|
|
202502 |
604,077 |
1,169,885 |
6.76
|
20.63
|
11.86
|
|
|
1,800,411
|
15.43 |
|
|
|
|
202501 |
565,808 |
565,808 |
-10.26 |
3.81
|
3.81
|
|
|
1,805,876
|
13.86 |
|
|
|
|
202412 |
630,526 |
7,019,493 |
3.44
|
22.67
|
10.01
|
8.83
|
|
1,833,604
|
14.99 |
|
|
|
|
202411 |
609,542 |
6,388,967 |
2.70
|
15.67
|
8.90
|
|
|
1,841,204
|
11.58 |
|
|
|
|
202410 |
593,536 |
5,779,425 |
-6.99 |
7.22
|
8.23
|
|
|
1,817,923
|
8.26 |
|
|
|
|
202409 |
638,126 |
5,185,481 |
8.85
|
12.04
|
8.34
|
6.72
|
創近一年新高 |
1,859,597
|
12.78 |
|
|
|
|
202408 |
586,261 |
4,547,763 |
-7.71 |
5.43
|
7.85
|
|
|
1,795,822
|
12.31 |
|
|
|
|
202407 |
635,210 |
3,961,502 |
10.60
|
21.39
|
8.21
|
|
創近一年新高 |
1,823,411
|
14.74 |
|
|
|
|
202406 |
574,351 |
3,326,292 |
-6.43 |
10.54
|
6.01
|
4.48
|
|
1,731,114
|
9.91 |
|
|
|
|
202405 |
613,850 |
2,751,941 |
13.07
|
12.36
|
5.12
|
|
創近一年新高 |
1,706,114
|
4.59 |
|
|
|
|
202404 |
542,913 |
2,138,091 |
-1.17 |
6.63
|
3.21
|
|
|
1,593,026
|
-0.52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1380 |
台灣匯立 |
543 |
543 |
0 |
1470 |
台灣摩根士丹利 |
-342 |
188 |
530 |
|
|
|
|
9A00 |
永豐金 |
283 |
543 |
260 |
1480 |
美商高盛 |
-242 |
46 |
288 |
|
|
|
|
8450 |
康和 |
282 |
308 |
26 |
1440 |
美林 |
-217 |
53 |
270 |
|
|
|
|
9600 |
富邦 |
196 |
436 |
240 |
1650 |
新加坡商瑞銀 |
-213 |
187 |
400 |
|
|
|
|
5920 |
元富 |
139 |
256 |
117 |
8440 |
摩根大通 |
-147 |
57 |
204 |
|
|
|
|
9300 |
華南永昌 |
121 |
255 |
134 |
1230 |
彰銀 |
-134 |
19 |
153 |
|
|
|
|
9800 |
元大 |
34 |
701 |
667 |
1360 |
港商麥格理 |
-76 |
0 |
76 |
|
|
|
|
5380 |
第一金 |
25 |
79 |
54 |
8150 |
台新 |
-71 |
42 |
113 |
|
|
|
|
9200 |
凱基 |
17 |
589 |
572 |
1560 |
港商野村 |
-48 |
0 |
48 |
|
|
|
|
8840 |
玉山 |
14 |
72 |
58 |
8560 |
新光 |
-41 |
61 |
102 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250501 |
中砂海外投資 看見成果 |
|
|
|
|
20250429 |
4月29日重要財經行事曆 |
|
|
|
|
20250429 |
中砂財報/上季 EPS 1.96元 本季營收挑戰同期新高 |
|
|
|
|
20250423 |
台積概念股 點火轉強 |
|
|
|
|
20250310 |
台積電、中砂 押寶長天期 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
5.6 |
|
10日籌碼集中度 |
4 |
|
單日買賣超 |
296 |
|
|
|
5日籌碼集中度 |
7.1 |
|
20日籌碼集中度 |
3.8 |
|
累計買賣超 |
1761 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
2053 |
借券餘額 |
6353 |
千張大戶戶數 |
21 |
大戶比例 |
46.49 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|