| 1802 |
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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| 1802 台玻 |
實收資本額 |
29081 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1973/07/20 |
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| 發 言
人 |
林嘉明 |
電 話 |
(02)2713-0333 |
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| 地 址 |
台北市松山區南京東路三段261號台玻大樓11樓 |
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| 產 業
別 |
傳產-玻璃陶瓷 |
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| 主要產品 |
平板玻璃之製造與銷售、玻璃纖維布及玻璃纖維束之製造與銷售、玻璃器皿之製造與銷售 |
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| 2025/5/2 股價 |
14.35 |
法人買賣超合計(近一日) |
買超 1851.423 張 |
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| 2025/5/2
漲跌 |
0.30
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法人買賣超合計(近一週) |
買超
3676.39 張 |
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| 2025/5/2
漲跌幅 |
2.14
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法人買賣超合計(近一月) |
買超
12382.85 張 |
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| 券 資 比 |
0.33
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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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| 2024/06/07 |
1.82 |
0.45 |
2012/07/17 |
2022/06/28 |
12.68% |
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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 |
2025/06/11 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2023 |
2024/06/07 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2022 |
2023/06/14 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2021 |
2022/06/09 |
1.82 |
0.00 |
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2022/06/28 |
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12.68% |
0% |
12.68% |
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| 機構估稅後EPS |
-0.30 |
K(9) |
72.1 |
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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) |
16.66 |
D(9) |
66.95 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
-47.83 |
周K(9) |
34.04 |
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1.6 |
1.2 |
0.8 |
1.2 |
1.5 |
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| 股價淨值比 |
0.86 |
周D(9) |
38.25 |
綜合評分: |
6.3 |
建議: |
列入追踪 |
目標價: |
15.07 |
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| 月線乖離率 |
1.81 |
季線乖離率 |
-10.69 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
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3*PB |
50.06 |
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| 股價 |
16.70 |
13.70 |
14.20 |
14.15 |
14.35 |
15*PE |
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2*PB |
33.37 |
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| 成交量(千股) |
38,906 |
64,580 |
37,285 |
16,445 |
15,402 |
10*PE |
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1*PB |
16.69 |
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| 資餘 |
34,468 |
17,439 |
15,841 |
15,803 |
15,989 |
5*PE |
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0.5*PB |
8.34 |
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| 券餘 |
2 |
97 |
73 |
55 |
52 |
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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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11,560,095
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10,101,271
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10,975,630
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9,865,814
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12,024,543
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12,419,347
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11,405,510
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| 營業成本(千) |
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10,312,080
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9,756,633
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9,948,029
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8,813,938
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10,253,091
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10,813,127
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10,146,501
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| 營業毛利(千) |
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1,248,015
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344,638
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1,027,601
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1,051,876
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1,771,452
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1,606,220
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1,259,009
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| 營業費用(千) |
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1,369,955
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1,312,104
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1,165,757
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1,138,310
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1,300,386
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1,300,423
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1,186,277
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| 營業利益(千) |
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-114,524 |
-946,480 |
-141,193 |
-83,929 |
468,974
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303,252
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120,583
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| 營業外收入及支出(千) |
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55,984
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-244,388 |
47,308
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152,254
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158,819
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162,102
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-41,728 |
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| 稅前純益(千) |
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-58,540 |
-1,190,868 |
-93,885 |
68,325
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627,793
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465,354
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78,855
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| 所得稅(千) |
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12,339
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-577 |
107,481
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360,243
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12,141
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138,545
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97,197
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| 稅後純益(千) |
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-70,879 |
-1,190,291 |
-201,366 |
-291,918 |
615,652
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326,809
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-18,342 |
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| 其他綜合損益(千) |
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405,422
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-320,400 |
506,664
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2,019,708
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-1,813,777 |
2,068,439
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-1,531,534 |
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| 綜合損益(千) |
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334,543
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-1,510,691 |
305,298
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1,727,790
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-1,198,125 |
2,395,248
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-1,549,876 |
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| 原始每股稅前盈餘(元) |
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-0.02 |
-0.41 |
-0.03 |
0.02
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0.22
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0.16
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0.03
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| 原始每股稅後盈餘(元) |
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-0.02 |
-0.38 |
-0.06 |
-0.09 |
0.20
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0.11
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0.00
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| 毛利率(%) |
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10.80
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3.41
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9.36
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10.66
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14.73
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12.93
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11.04
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| 營業利益率(%) |
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-0.99 |
-9.37 |
-1.29 |
-0.85 |
3.90
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2.44
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1.06
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| 稅後純益率(%) |
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-0.61 |
-11.78 |
-1.83 |
-2.96 |
5.12
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2.63
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-0.16 |
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| 稅後權益報酬率(%) |
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-0.14 |
-2.30 |
-0.38 |
-0.57 |
1.20
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0.64
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-0.04 |
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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 |
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| 202503 |
3,556,562 |
9,634,159 |
20.25
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-1.44 |
-2.35 |
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9,634,159
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-2.35 |
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| 202502 |
2,957,754 |
6,077,597 |
-5.20 |
27.70
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-2.87 |
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創近一年新低 |
10,074,301
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-0.85 |
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| 202501 |
3,119,843 |
3,119,843 |
-21.94 |
-20.84 |
-20.84 |
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11,003,113
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-7.07 |
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| 202412 |
3,996,704 |
42,502,810 |
2.83
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2.40
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-6.83 |
-0.44 |
創近一年新高 |
11,534,261
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-4.08 |
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| 202411 |
3,886,566 |
38,479,576 |
6.45
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-2.73 |
-7.76 |
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10,763,324
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-11.98 |
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| 202410 |
3,650,991 |
34,593,010 |
13.18
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-11.50 |
-8.29 |
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10,345,053
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-17.93 |
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| 202409 |
3,225,767 |
30,942,715 |
-6.99 |
-21.44 |
-7.90 |
-0.42 |
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10,125,331
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-18.37 |
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| 202408 |
3,468,295 |
27,716,252 |
1.08
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-20.69 |
-6.01 |
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10,423,588
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-12.5 |
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| 202407 |
3,431,269 |
24,247,957 |
-2.63 |
-12.58 |
-3.45 |
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10,699,427
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-5.43 |
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| 202406 |
3,524,024 |
20,841,444 |
-5.88 |
-2.52 |
-1.58 |
-0.01 |
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10,951,059
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-4.11 |
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| 202405 |
3,744,134 |
17,292,664 |
1.66
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-0.80 |
-1.61 |
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11,035,447
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-6.81 |
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| 202404 |
3,682,901 |
13,548,530 |
2.06
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-8.64 |
-1.83 |
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9,607,444
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-13.76 |
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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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| 9200 |
凱基 |
492 |
729 |
237 |
9600 |
富邦 |
-460 |
167 |
627 |
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| 1650 |
新加坡商瑞銀 |
387 |
395 |
8 |
9800 |
元大 |
-286 |
518 |
804 |
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| 1480 |
美商高盛 |
256 |
307 |
51 |
5920 |
元富 |
-140 |
135 |
275 |
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| 8440 |
摩根大通 |
218 |
281 |
63 |
8840 |
玉山 |
-129 |
94 |
223 |
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| 1440 |
美林 |
187 |
409 |
222 |
9100 |
群益金鼎 |
-106 |
224 |
330 |
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| 1470 |
台灣摩根士丹利 |
178 |
181 |
3 |
6450 |
永全 |
-106 |
7 |
113 |
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| 1590 |
花旗環球 |
48 |
49 |
1 |
7000 |
兆豐 |
-82 |
104 |
186 |
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| 5960 |
日茂 |
35 |
56 |
21 |
7030 |
致和 |
-78 |
0 |
78 |
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| 8150 |
台新 |
34 |
228 |
194 |
8880 |
國泰 |
-72 |
237 |
309 |
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| 5260 |
美好 |
28 |
43 |
15 |
6380 |
光和 |
-70 |
16 |
86 |
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| 20250310 |
Low DK 電子級材料供不應求 台玻量價大噴發、陶玻股漲聲一片 |
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| 20250310 |
台股下跌116點 三大法人賣超345億元 |
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| 20250310 |
外資賣超287億元 台積電遭連十賣、但竟買超中鋼3.59萬張 |
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| 20250227 |
玻纖布喊漲 台玻迎轉機 |
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| 20250213 |
台股上漲109點 三大法人買超73.74億元 |
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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 |
21.5 |
優 |
10日籌碼集中度 |
10.5 |
優 |
單日買賣超 |
1046 |
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| 5日籌碼集中度 |
13 |
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20日籌碼集中度 |
-3.8 |
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累計買賣超 |
-10941 |
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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 |
55950 |
借券餘額 |
70711 |
千張大戶戶數 |
97 |
大戶比例 |
78.34 |
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更新日期： |
2025/5/2 19:29 |
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