1727 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1727 中華化 |
實收資本額 |
1254 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
|
|
|
|
|
|
|
|
|
發 言
人 |
干凱恩 |
電 話 |
03-4761266 |
|
|
|
|
|
|
|
|
|
地 址 |
桃園市觀音區樹林里工業五路15號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-化學工業 |
|
|
|
|
|
|
|
|
|
主要產品 |
硫酸等及各化學工業原料製造暨零售與成品之買賣、前項有關化學工程之設計、各工業投資及化學原料及進出口貿易及代理經銷 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
23.15 |
法人買賣超合計(近一日) |
買超 47.22 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.25
|
法人買賣超合計(近一週) |
買超
184.81 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
1.09
|
法人買賣超合計(近一月) |
買超
598.29 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.53
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/05/24 |
0.73 |
0.50 |
2015/08/11 |
2023/08/04 |
3.16% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/23 |
0.50 |
0.00 |
|
|
|
2.16% |
0% |
2.16% |
|
|
|
|
2023 |
2024/05/24 |
0.29 |
0.00 |
|
2024/07/29 |
|
1.24% |
0% |
1.24% |
|
|
|
|
2022 |
2023/05/26 |
0.73 |
0.00 |
|
2023/08/04 |
|
3.16% |
0% |
3.16% |
|
|
|
|
2021 |
2022/05/27 |
0.52 |
0.00 |
|
2022/06/14 |
|
2.25% |
0% |
2.25% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
0.48 |
K(9) |
80.87 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
16.65 |
D(9) |
73.66 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
48.23 |
周K(9) |
28.08 |
|
1.2 |
1.2 |
0.8 |
0.4 |
1 |
|
|
|
|
股價淨值比 |
1.39 |
周D(9) |
31.37 |
綜合評分: |
4.6 |
建議: |
觀望 |
目標價: |
24.31 |
|
|
|
|
月線乖離率 |
2.84 |
季線乖離率 |
-13.91 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
9.59 |
3*PB |
49.61 |
|
|
|
|
股價 |
26.85 |
21.50 |
22.40 |
22.40 |
23.15 |
15*PE |
7.19 |
2*PB |
33.07 |
|
|
|
|
成交量(千股) |
2,306 |
3,000 |
1,754 |
963 |
693 |
10*PE |
4.79 |
1*PB |
16.54 |
|
|
|
|
資餘 |
2,668 |
1,770 |
1,774 |
1,757 |
1,711 |
5*PE |
2.40 |
0.5*PB |
8.27 |
|
|
|
|
券餘 |
31 |
28 |
26 |
25 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
500,519
|
590,895
|
535,363
|
456,306
|
424,907
|
434,592
|
421,902
|
|
|
|
|
營業成本(千) |
|
445,554
|
500,949
|
448,407
|
417,716
|
381,760
|
389,533
|
361,402
|
|
|
|
|
營業毛利(千) |
|
54,965
|
89,946
|
86,956
|
38,590
|
43,147
|
45,059
|
60,500
|
|
|
|
|
營業費用(千) |
|
44,822
|
55,649
|
54,203
|
45,214
|
53,852
|
45,039
|
45,739
|
|
|
|
|
營業利益(千) |
|
10,143
|
34,297
|
32,753
|
-6,624 |
-10,705 |
20 |
14,761
|
|
|
|
|
營業外收入及支出(千) |
|
472
|
502
|
1,471
|
2,115
|
-335 |
4,260
|
3,104
|
|
|
|
|
稅前純益(千) |
|
10,615
|
34,799
|
34,224
|
-4,509 |
-11,040 |
4,280
|
17,865
|
|
|
|
|
所得稅(千) |
|
2,100
|
7,000
|
6,800
|
-3,900 |
-2,200 |
-2,000 |
-2,900 |
|
|
|
|
稅後純益(千) |
|
8,515
|
27,799
|
27,424
|
-609 |
-8,840 |
7,479
|
14,893
|
|
|
|
|
其他綜合損益(千) |
|
1,422
|
0 |
0 |
0 |
-116 |
0 |
0 |
|
|
|
|
綜合損益(千) |
|
9,937
|
27,799
|
27,424
|
-609 |
-8,956 |
7,479
|
14,893
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.09
|
0.28
|
0.28
|
-0.04 |
-0.09 |
0.04
|
0.17
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.07
|
0.22
|
0.22
|
-0.01 |
-0.07 |
0.06
|
0.14
|
|
|
|
|
毛利率(%) |
|
10.98
|
15.22
|
16.24
|
8.46
|
10.15
|
10.37
|
14.34
|
|
|
|
|
營業利益率(%) |
|
2.03
|
5.80
|
6.12
|
-1.45 |
-2.52 |
0.00
|
3.50
|
|
|
|
|
稅後純益率(%) |
|
1.70
|
4.70
|
5.12
|
-0.13 |
-2.08 |
1.72
|
3.53
|
|
|
|
|
稅後權益報酬率(%) |
|
0.41
|
1.38
|
1.39
|
-0.03 |
-0.48 |
0.41
|
0.89
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
151,002 |
451,831 |
-10.76 |
-25.45 |
-0.98 |
|
|
451,831
|
-0.98 |
|
|
|
|
202502 |
169,209 |
300,829 |
28.56
|
39.05
|
18.55
|
|
|
428,318
|
12.49 |
|
|
|
|
202501 |
131,620 |
131,620 |
3.24
|
-0.34 |
-0.34 |
|
|
428,213
|
1.2 |
|
|
|
|
202412 |
127,489 |
2,083,083 |
-24.61 |
0.37
|
20.83
|
0.60
|
|
500,519
|
17.8 |
|
|
|
|
202411 |
169,104 |
1,955,594 |
-17.08 |
3.08
|
22.46
|
|
|
575,084
|
27.9 |
|
|
|
|
202410 |
203,926 |
1,786,490 |
0.93
|
52.37
|
24.68
|
|
|
624,477
|
47.26 |
|
|
|
|
202409 |
202,054 |
1,582,564 |
-7.53 |
33.16
|
21.82
|
0.51
|
|
590,894
|
35.96 |
|
|
|
|
202408 |
218,497 |
1,380,510 |
28.27
|
57.79
|
20.32
|
|
創近一年新高 |
564,832
|
36.02 |
|
|
|
|
202407 |
170,343 |
1,162,012 |
-3.21 |
17.98
|
15.18
|
|
|
558,296
|
28.98 |
|
|
|
|
202406 |
175,992 |
991,669 |
-16.97 |
32.94
|
14.71
|
0.24
|
|
535,364
|
26.89 |
|
|
|
|
202405 |
211,961 |
815,678 |
43.79
|
35.81
|
11.42
|
|
創近一年新高 |
561,922
|
24.75 |
|
|
|
|
202404 |
147,411 |
603,717 |
-27.22 |
10.47
|
4.81
|
|
|
471,648
|
6.68 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9A00 |
永豐金 |
19 |
19 |
0 |
9200 |
凱基 |
-30 |
30 |
60 |
|
|
|
|
1440 |
美林 |
15 |
15 |
0 |
9600 |
富邦 |
-14 |
5 |
19 |
|
|
|
|
1480 |
美商高盛 |
13 |
15 |
2 |
8840 |
玉山 |
-9 |
1 |
10 |
|
|
|
|
9300 |
華南永昌 |
9 |
11 |
2 |
1470 |
台灣摩根士丹利 |
-9 |
0 |
9 |
|
|
|
|
8440 |
摩根大通 |
8 |
8 |
0 |
9800 |
元大 |
-8 |
15 |
23 |
|
|
|
|
5380 |
第一金 |
6 |
6 |
0 |
8450 |
康和 |
-4 |
11 |
15 |
|
|
|
|
1260 |
宏遠 |
4 |
4 |
0 |
8880 |
國泰 |
-2 |
0 |
2 |
|
|
|
|
5850 |
統一 |
3 |
3 |
0 |
5920 |
元富 |
-2 |
0 |
2 |
|
|
|
|
6950 |
福勝 |
2 |
2 |
0 |
1020 |
合庫 |
-2 |
0 |
2 |
|
|
|
|
9100 |
群益金鼎 |
2 |
8 |
6 |
8520 |
中農 |
-1 |
0 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250219 |
2月19日重要財經行事曆 |
|
|
|
|
20241024 |
內外資賣超 權值股失色 |
|
|
|
|
20241023 |
台積電下跌、相關化學股卻強漲 達興材料攻漲停 |
|
|
|
|
20240930 |
台積電領跌重挫43元 台股殺尾盤下跌598點收22,224點 |
|
|
|
|
20240921 |
台特化上櫃首日漲79% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-6.1 |
|
10日籌碼集中度 |
6.2 |
|
單日買賣超 |
-10 |
|
|
|
5日籌碼集中度 |
15.2 |
優 |
20日籌碼集中度 |
4.5 |
|
累計買賣超 |
163 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
2373 |
借券餘額 |
3973 |
千張大戶戶數 |
11 |
大戶比例 |
48.84 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|