| 1904 |
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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| 1904 正隆 |
實收資本額 |
11083 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1971/09/10 |
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| 發 言
人 |
何台桹 |
電 話 |
02-22225131 |
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| 地 址 |
板橋區民生路一段一號 |
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| 產 業
別 |
傳產-紙業 |
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| 主要產品 |
紙業94.63%、0%、0%、0%、0%(紙類之製銷及買賣、紙器及紙類加工品之製銷、委託營造商興建國民住宅及商業大樓出售，出租) |
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| 2025/5/2 股價 |
17.75 |
法人買賣超合計(近一日) |
買超 400.022 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
183.06 張 |
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| 2025/5/2
漲跌幅 |
1.72
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法人買賣超合計(近一月) |
買超
721.41 張 |
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| 券 資 比 |
0.10
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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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| 2024/05/31 |
0.50 |
0.40 |
2011/07/26 |
2024/06/24 |
2.82% |
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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 |
2025/05/29 |
0.45 |
0.00 |
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2.54% |
0% |
2.54% |
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| 2023 |
2024/05/31 |
0.50 |
0.00 |
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2024/06/24 |
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2.82% |
0% |
2.82% |
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| 2022 |
2023/06/09 |
1.10 |
0.00 |
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2023/06/27 |
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6.2% |
0% |
6.2% |
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| 2021 |
2022/06/10 |
1.90 |
0.00 |
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2022/06/28 |
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10.7% |
0% |
10.7% |
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| 機構估稅後EPS |
0.40 |
K(9) |
64.74 |
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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) |
26.65 |
D(9) |
55.97 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
44.38 |
周K(9) |
41.35 |
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1.6 |
0.8 |
0.8 |
1.2 |
1.5 |
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| 股價淨值比 |
0.67 |
周D(9) |
45.01 |
綜合評分: |
5.9 |
建議: |
列入追踪 |
目標價: |
20.41 |
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| 月線乖離率 |
1.39 |
季線乖離率 |
-7.54 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
7.94 |
3*PB |
79.48 |
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| 股價 |
19.20 |
17.50 |
17.75 |
17.50 |
17.75 |
15*PE |
5.96 |
2*PB |
52.99 |
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| 成交量(千股) |
3,037 |
8,395 |
3,510 |
2,209 |
2,304 |
10*PE |
3.97 |
1*PB |
26.49 |
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| 資餘 |
2,345 |
1,902 |
1,884 |
1,892 |
1,916 |
5*PE |
1.99 |
0.5*PB |
13.25 |
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| 券餘 |
2 |
6 |
4 |
4 |
2 |
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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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11,873,832
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12,520,786
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10,683,651
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10,099,418
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11,280,962
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10,327,043
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10,376,087
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| 營業成本(千) |
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9,984,706
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10,846,317
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8,697,095
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8,283,077
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8,915,440
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8,395,162
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8,786,866
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| 營業毛利(千) |
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1,889,126
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1,674,469
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1,986,556
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1,816,341
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2,365,522
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1,931,881
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1,589,221
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| 營業費用(千) |
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1,443,710
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1,522,772
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1,435,810
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1,420,541
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1,475,811
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1,435,790
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1,421,813
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| 營業利益(千) |
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445,416
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151,697
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550,746
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395,800
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889,711
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496,091
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167,408
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| 營業外收入及支出(千) |
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-285,544 |
-39,235 |
-263,340 |
18,980
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-343,850 |
-240,295 |
-92,189 |
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| 稅前純益(千) |
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159,872
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112,462
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287,406
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414,780
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545,861
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255,796
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75,219
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| 所得稅(千) |
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36,460
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56,190
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122,480
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102,485
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91,071
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104,219
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97,367
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| 稅後純益(千) |
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123,412
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56,272
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164,926
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312,295
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454,790
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151,577
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-22,148 |
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| 其他綜合損益(千) |
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238,065
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84,414
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181,282
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233,593
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9,416
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298,528
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201,942
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| 綜合損益(千) |
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361,477
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140,686
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346,208
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545,888
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464,206
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450,105
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179,794
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| 原始每股稅前盈餘(元) |
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0.14
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0.10
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0.26
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0.37
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0.49
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0.23
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0.07
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| 原始每股稅後盈餘(元) |
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0.11
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0.05
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0.14
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0.25
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0.42
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0.12
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-0.02 |
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| 毛利率(%) |
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15.91
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13.37
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18.59
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17.98
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20.97
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18.71
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15.32
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| 營業利益率(%) |
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3.75
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1.21
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5.16
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3.92
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7.89
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4.80
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1.61
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| 稅後純益率(%) |
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1.04
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0.45
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1.54
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3.09
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4.03
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1.47
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-0.21 |
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| 稅後權益報酬率(%) |
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0.41
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0.19
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0.55
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1.05
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1.54
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0.52
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-0.08 |
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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 |
3,759,667 |
10,284,217 |
9.51
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4.73
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1.83
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10,284,217
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1.83 |
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| 202502 |
3,433,187 |
6,524,550 |
11.06
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19.23
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0.23
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11,061,948
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7.75 |
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| 202501 |
3,091,363 |
3,091,363 |
-31.87 |
-14.84 |
-14.84 |
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11,347,310
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2.11 |
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| 202412 |
4,537,398 |
45,177,687 |
22.02
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20.77
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7.16
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0.88
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11,881,077
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5.32 |
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| 202411 |
3,718,549 |
40,647,533 |
2.58
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-0.18 |
5.83
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12,503,527
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13.21 |
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| 202410 |
3,625,130 |
36,928,985 |
-29.74 |
-4.57 |
6.48
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12,435,521
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14.41 |
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| 202409 |
5,159,848 |
33,303,855 |
41.34
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46.57
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7.83
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0.74
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創歷史新高 |
12,520,785
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21.24 |
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| 202408 |
3,650,543 |
28,144,007 |
-1.61 |
2.83
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2.85
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10,728,470
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3.25 |
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| 202407 |
3,710,394 |
24,493,463 |
10.18
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13.93
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2.85
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10,915,844
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4.44 |
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| 202406 |
3,367,533 |
20,783,069 |
-12.26 |
-6.04 |
1.10
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0.63
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10,683,652
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2.96 |
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| 202405 |
3,837,917 |
17,415,536 |
10.34
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6.29
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2.60
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創近一年新高 |
10,905,979
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3.11 |
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| 202404 |
3,478,202 |
13,577,619 |
-3.11 |
9.34
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1.61
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9,947,569
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-5.24 |
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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 |
156 |
206 |
50 |
9800 |
元大 |
-350 |
70 |
420 |
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| 1650 |
新加坡商瑞銀 |
115 |
116 |
1 |
1590 |
花旗環球 |
-42 |
0 |
42 |
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| 1560 |
港商野村 |
79 |
79 |
0 |
9100 |
群益金鼎 |
-28 |
12 |
40 |
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| 1480 |
美商高盛 |
69 |
73 |
4 |
1470 |
台灣摩根士丹利 |
-25 |
25 |
50 |
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| 1440 |
美林 |
58 |
66 |
8 |
1030 |
土銀 |
-16 |
4 |
20 |
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| 8440 |
摩根大通 |
15 |
16 |
1 |
5380 |
第一金 |
-16 |
1 |
17 |
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| 7000 |
兆豐 |
9 |
10 |
1 |
5850 |
統一 |
-15 |
7 |
22 |
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| 8880 |
國泰 |
9 |
18 |
9 |
8560 |
新光 |
-13 |
0 |
13 |
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| 9600 |
富邦 |
8 |
29 |
21 |
1110 |
台灣企銀 |
-11 |
1 |
12 |
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| 7790 |
國票 |
8 |
14 |
6 |
6380 |
光和 |
-10 |
0 |
10 |
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| 20250409 |
正隆3月營收年增4.7% |
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| 20250409 |
正隆營收／第1季102.8億元、年增1.8% 美關稅暫無影響 |
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| 20250321 |
正隆法說／越南平陽造紙廠三期估明年Q2投產 |
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| 20250321 |
正隆越南擴廠 2026年投產 |
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| 20250311 |
正隆2024年 EPS 0.55元 擴越南產能 |
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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 |
5 |
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10日籌碼集中度 |
-9.9 |
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單日買賣超 |
42 |
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| 5日籌碼集中度 |
-5.9 |
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20日籌碼集中度 |
-2.1 |
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累計買賣超 |
-1308 |
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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 |
10856 |
借券餘額 |
11896 |
千張大戶戶數 |
68 |
大戶比例 |
60.35 |
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更新日期： |
2025/5/2 19:30 |
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