1711 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1711 永光 |
實收資本額 |
5478 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
1988/12/27 |
|
|
|
|
|
|
|
|
|
發 言
人 |
翁國彬 |
電 話 |
(02)27066006 |
|
|
|
|
|
|
|
|
|
地 址 |
台北市敦化南路二段77號5~6樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-化學工業 |
|
|
|
|
|
|
|
|
|
主要產品 |
色料化學品31.99%、特用化學品29.73%、電子化學品23.54%、碳粉13.37%、醫藥化學品1.38%(色料化學品,特用化學品,醫藥化學品,電子化學品) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/2/20 股價 |
21.50 |
法人買賣超合計(近一日) |
賣超 -302.881 張 |
|
|
|
|
|
|
|
|
|
2025/2/20
漲跌 |
-0.35
|
法人買賣超合計(近一週) |
賣超 -384.61 張 |
|
|
|
|
|
|
|
|
|
2025/2/20
漲跌幅 |
-1.60
|
法人買賣超合計(近一月) |
買超
2487.04 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.63
|
|
|
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 |
|
|
|
|
|
|
|
2024/05/30 |
0.15 |
0.50 |
2016/07/25 |
2024/06/20 |
0.70% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/29 |
|
|
|
|
|
|
|
|
|
|
|
|
2023 |
2024/05/30 |
0.15 |
0.00 |
|
2024/06/20 |
|
0.7% |
0% |
0.7% |
|
|
|
|
2022 |
2023/05/25 |
0.35 |
0.00 |
|
2023/06/15 |
|
1.63% |
0% |
1.63% |
|
|
|
|
2021 |
2022/05/26 |
0.50 |
0.00 |
|
2022/06/16 |
|
2.33% |
0% |
2.33% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
0.32 |
K(9) |
66.59 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
15.75 |
D(9) |
61.84 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
67.19 |
周K(9) |
46.21 |
|
0.4 |
0.8 |
1.2 |
0.8 |
0 |
|
|
|
|
股價淨值比 |
1.37 |
周D(9) |
31.68 |
綜合評分: |
3.2 |
建議: |
不列入追踪 |
目標價: |
24.73 |
|
|
|
|
月線乖離率 |
1.31 |
季線乖離率 |
-0.73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/1/17 |
2025/1/22 |
2025/2/7 |
2025/2/14 |
2025/2/20 |
20*PE |
6.50 |
3*PB |
47.08 |
|
|
|
|
股價 |
21.05 |
21.20 |
21.65 |
21.45 |
21.50 |
15*PE |
4.87 |
2*PB |
31.39 |
|
|
|
|
成交量(千股) |
7,402 |
3,160 |
7,596 |
6,298 |
5,694 |
10*PE |
3.25 |
1*PB |
15.69 |
|
|
|
|
資餘 |
18,119 |
18,118 |
18,029 |
18,095 |
18,467 |
5*PE |
1.62 |
0.5*PB |
7.85 |
|
|
|
|
券餘 |
166 |
155 |
169 |
103 |
117 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
202301 |
|
|
|
|
營業收入淨額(千) |
|
2,035,816
|
2,201,656
|
1,899,595
|
1,942,951
|
2,070,397
|
1,906,046
|
1,942,030
|
|
|
|
|
營業成本(千) |
|
1,587,054
|
1,679,316
|
1,524,173
|
1,526,020
|
1,668,559
|
1,524,634
|
1,542,377
|
|
|
|
|
營業毛利(千) |
|
448,762
|
522,340
|
375,422
|
416,931
|
401,838
|
381,412
|
399,653
|
|
|
|
|
營業費用(千) |
|
413,441
|
410,641
|
379,068
|
397,744
|
389,963
|
382,571
|
346,136
|
|
|
|
|
營業利益(千) |
|
35,321
|
111,699
|
-3,646 |
19,187
|
11,875
|
-1,159 |
53,517
|
|
|
|
|
營業外收入及支出(千) |
|
21,457
|
46,414
|
44,814
|
-32,993 |
44,798
|
18,490
|
-4,758 |
|
|
|
|
稅前純益(千) |
|
56,778
|
158,113
|
41,168
|
-13,806 |
56,673
|
17,331
|
48,759
|
|
|
|
|
所得稅(千) |
|
10,227
|
28,191
|
9,309
|
-8,613 |
9,024
|
4,625
|
8,844
|
|
|
|
|
稅後純益(千) |
|
46,551
|
129,922
|
31,859
|
-5,193 |
47,649
|
12,706
|
39,915
|
|
|
|
|
其他綜合損益(千) |
|
176,139
|
-65,896 |
60,373
|
-7,681 |
-83,381 |
-37,832 |
126,750
|
|
|
|
|
綜合損益(千) |
|
222,690
|
64,026
|
92,232
|
-12,874 |
-35,732 |
-25,126 |
166,665
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.10
|
0.29
|
0.08
|
-0.03 |
0.10
|
0.03
|
0.09
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.08
|
0.22
|
0.06
|
-0.01 |
0.08
|
0.02
|
0.07
|
|
|
|
|
毛利率(%) |
|
22.04
|
23.72
|
19.76
|
21.46
|
19.41
|
20.01
|
20.58
|
|
|
|
|
營業利益率(%) |
|
1.73
|
5.07
|
-0.19 |
0.99
|
0.57
|
-0.06 |
2.76
|
|
|
|
|
稅後純益率(%) |
|
2.29
|
5.90
|
1.68
|
-0.27 |
2.30
|
0.67
|
2.06
|
|
|
|
|
稅後權益報酬率(%) |
|
0.53
|
1.49
|
0.37
|
-0.06 |
0.55
|
0.15
|
0.45
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202501 |
642,466 |
642,466 |
-11.36 |
-8.93 |
-8.93 |
|
|
2,031,834
|
3.12 |
|
|
|
|
202412 |
724,844 |
8,168,220 |
9.08
|
11.87
|
3.90
|
0.53
|
|
2,031,153
|
4.54 |
|
|
|
|
202411 |
664,524 |
7,443,376 |
3.54
|
7.71
|
3.19
|
0.51
|
|
1,981,623
|
-2.36 |
|
|
|
|
202410 |
641,785 |
6,778,852 |
-4.96 |
-5.35 |
2.76
|
0.49
|
|
1,983,724
|
-5.76 |
|
|
|
|
202409 |
675,314 |
6,137,067 |
1.30
|
-8.06 |
3.69
|
0.47
|
|
2,035,816
|
-1.67 |
|
|
|
|
202408 |
666,625 |
5,461,753 |
-3.93 |
-3.73 |
5.36
|
0.46
|
|
2,068,167
|
4.32 |
|
|
|
|
202407 |
693,877 |
4,795,128 |
-1.95 |
7.83
|
6.76
|
0.46
|
|
2,191,375
|
11.43 |
|
|
|
|
202406 |
707,665 |
4,101,251 |
-10.40 |
9.46
|
6.58
|
0.36
|
|
2,201,656
|
15.51 |
|
|
|
|
202405 |
789,833 |
3,393,586 |
12.17
|
16.75
|
6.00
|
0.31
|
創近一年新高 |
2,198,516
|
10.62 |
|
|
|
|
202404 |
704,158 |
2,603,753 |
-0.05 |
20.78
|
3.12
|
0.22
|
|
1,898,321
|
-3.77 |
|
|
|
|
202403 |
704,525 |
1,899,595 |
43.89
|
-3.20 |
-2.19 |
0.08
|
|
1,899,595
|
-2.19 |
|
|
|
|
202402 |
489,638 |
1,195,070 |
-30.59 |
-26.01 |
-1.57 |
0.01
|
創近一年新低 |
1,843,000
|
1.04 |
|
|
|
|
202401 |
705,432 |
705,432 |
8.87
|
27.69
|
27.69
|
0.06
|
|
1,970,313
|
6.94 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9600 |
富邦 |
92 |
152 |
60 |
1650 |
新加坡商瑞銀 |
-179 |
24 |
203 |
|
|
|
|
9A00 |
永豐金 |
51 |
73 |
22 |
8840 |
玉山 |
-87 |
40 |
127 |
|
|
|
|
5600 |
永興 |
50 |
50 |
0 |
1470 |
台灣摩根士丹利 |
-48 |
19 |
67 |
|
|
|
|
1560 |
港商野村 |
47 |
47 |
0 |
1480 |
美商高盛 |
-37 |
31 |
68 |
|
|
|
|
7030 |
致和 |
36 |
36 |
0 |
8450 |
康和 |
-34 |
4 |
38 |
|
|
|
|
9800 |
元大 |
35 |
169 |
134 |
5380 |
第一金 |
-28 |
14 |
42 |
|
|
|
|
8560 |
新光 |
31 |
41 |
10 |
9200 |
凱基 |
-24 |
91 |
115 |
|
|
|
|
9300 |
華南永昌 |
26 |
27 |
1 |
8440 |
摩根大通 |
-15 |
21 |
36 |
|
|
|
|
8880 |
國泰 |
20 |
66 |
46 |
8150 |
台新 |
-4 |
20 |
24 |
|
|
|
|
5850 |
統一 |
18 |
24 |
6 |
6620 |
口袋 |
-4 |
0 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20240923 |
台股上漲126點收22,285點挑戰季線 台積電漲4元收977元 |
|
|
|
|
20240923 |
外資買超115億元!這檔買最多、連16買 但續賣台新金 |
|
|
|
|
20240921 |
台特化上櫃首日漲79% |
|
|
|
|
20240920 |
台股上漲116點收22,159點 量價俱揚 |
|
|
|
|
20240919 |
Fed揭牌降2碼 台股開盤小跌後走揚 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-26.9 |
|
10日籌碼集中度 |
-4.2 |
|
單日買賣超 |
-330 |
|
|
|
5日籌碼集中度 |
-3.9 |
|
20日籌碼集中度 |
3.5 |
|
累計買賣超 |
-127 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
10643 |
借券餘額 |
17332 |
千張大戶戶數 |
46 |
大戶比例 |
45.3 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/2/21 03:46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|