2030 |
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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2030 彰源 |
實收資本額 |
2805 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1998/12/24 |
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發 言
人 |
張鑫達 |
電 話 |
886-5-5571668 |
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地 址 |
雲林縣斗六市工業區工業路122號 |
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產 業
別 |
傳產-鋼鐵 |
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主要產品 |
鋼鐵治鍊業鋼鐵軋延及擠型業鋼鐵鑄造業鋼材二次加工業其他金屬、製品製造業熱處理業表面處理業再生能源自用發電設備五金批發業、國際貿易業產品設計業除許可業務外得經營法令非禁止或限制之業務 |
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2025/5/2 股價 |
15.40 |
法人買賣超合計(近一日) |
買超 65.101 張 |
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2025/5/2
漲跌 |
0.35
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法人買賣超合計(近一週) |
買超
32.29 張 |
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2025/5/2
漲跌幅 |
2.33
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法人買賣超合計(近一月) |
賣超 -767.5 張 |
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券 資 比 |
0.00
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自營連2賣 |
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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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2024/06/12 |
0.50 |
0.50 |
2015/08/04 |
2024/07/04 |
3.25% |
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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 |
2025/06/16 |
0.70 |
0.00 |
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4.55% |
0% |
4.55% |
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2023 |
2024/06/12 |
0.50 |
0.00 |
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2024/07/04 |
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3.25% |
0% |
3.25% |
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2022 |
2023/06/15 |
1.50 |
0.00 |
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2023/07/05 |
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9.74% |
0% |
9.74% |
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2021 |
2022/06/21 |
2.00 |
0.00 |
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2022/07/21 |
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12.99% |
0% |
12.99% |
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機構估稅後EPS |
1.00 |
K(9) |
68.3 |
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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) |
18.22 |
D(9) |
58.73 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
15.40 |
周K(9) |
35.23 |
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1.6 |
1.2 |
0.8 |
0 |
1.5 |
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股價淨值比 |
0.85 |
周D(9) |
43.11 |
綜合評分: |
5.1 |
建議: |
列入追踪 |
目標價: |
16.17 |
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月線乖離率 |
2.33 |
季線乖離率 |
-10.14 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
20.00 |
3*PB |
54.35 |
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股價 |
17.70 |
14.75 |
14.85 |
14.95 |
15.40 |
15*PE |
15.00 |
2*PB |
36.24 |
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成交量(千股) |
1,012 |
4,252 |
1,729 |
1,067 |
1,008 |
10*PE |
10.00 |
1*PB |
18.12 |
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資餘 |
1,594 |
1,423 |
1,410 |
1,230 |
1,247 |
5*PE |
5.00 |
0.5*PB |
9.06 |
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券餘 |
0 |
0 |
1 |
0 |
0 |
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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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2,994,997
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3,122,091
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3,408,461
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2,872,735
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2,997,042
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3,164,520
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3,463,111
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營業成本(千) |
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2,693,103
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2,772,234
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3,033,099
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2,692,734
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2,794,356
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2,966,571
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3,312,250
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營業毛利(千) |
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301,894
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349,857
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375,362
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180,001
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202,686
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197,949
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150,861
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營業費用(千) |
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190,599
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199,195
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213,710
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198,499
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170,560
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173,420
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173,454
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營業利益(千) |
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111,295
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150,662
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161,652
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-18,498 |
32,126
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24,529
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-22,593 |
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營業外收入及支出(千) |
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-45,198 |
-17,053 |
-24,789 |
-6,580 |
-43,700 |
-2,720 |
-92,110 |
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稅前純益(千) |
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66,097
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133,609
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136,863
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-25,078 |
-11,574 |
21,809
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-114,703 |
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所得稅(千) |
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15,486
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32,313
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20,848
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7,017
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-1,005 |
8,281
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-12,988 |
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稅後純益(千) |
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50,611
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101,296
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116,015
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-32,095 |
-10,569 |
13,528
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-101,715 |
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其他綜合損益(千) |
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64,289
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-42,825 |
41,111
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129,762
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-122,230 |
124,272
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-40,760 |
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綜合損益(千) |
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114,900
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58,471
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157,126
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97,667
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-132,799 |
137,800
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-142,475 |
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原始每股稅前盈餘(元) |
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0.24
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0.48
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0.49
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-0.09 |
-0.04 |
0.08
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-0.41 |
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原始每股稅後盈餘(元) |
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0.18
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0.36
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0.41
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-0.11 |
-0.04 |
0.05
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-0.36 |
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毛利率(%) |
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10.08
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11.21
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11.01
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6.27
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6.76
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6.26
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4.36
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營業利益率(%) |
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3.72
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4.83
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4.74
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-0.64 |
1.07
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0.78
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-0.65 |
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稅後純益率(%) |
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1.69
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3.24
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3.40
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-1.12 |
-0.35 |
0.43
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-2.94 |
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稅後權益報酬率(%) |
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1.01
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2.04
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2.36
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-0.66 |
-0.22 |
0.28
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-2.00 |
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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 |
0.00 |
0.00 |
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0 |
0 |
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202503 |
1,015,781 |
2,674,164 |
25.99
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-4.71 |
-6.91 |
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2,674,164
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-6.91 |
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202502 |
806,261 |
1,658,383 |
-5.38 |
22.08
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-8.21 |
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創近一年新低 |
2,744,279
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-2.47 |
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202501 |
852,122 |
852,122 |
-21.53 |
-25.66 |
-25.66 |
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2,945,990
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-6.06 |
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202412 |
1,085,896 |
12,398,284 |
7.73 |
7.84 |
-3.57 |
1.11 |
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2,994,997
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-0.07 |
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202411 |
1,007,972 |
11,312,388 |
11.86
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2.55 |
-4.54 |
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2,841,030
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-6.39 |
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202410 |
901,129 |
10,304,416 |
-3.30 |
-10.53 |
-5.18 |
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2,970,428
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-6.69 |
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202409 |
931,929 |
9,403,287 |
-18.06 |
-10.82 |
-4.63 |
0.87 |
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3,122,091
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-1.34 |
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202408 |
1,137,370 |
8,471,358 |
8.03 |
0.54 |
-3.90 |
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3,236,173
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1.72 |
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202407 |
1,052,792 |
7,333,988 |
0.65 |
6.54 |
-4.55 |
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3,334,091
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2.01 |
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202406 |
1,046,011 |
6,281,196 |
-15.32 |
-1.51 |
-6.19 |
0.40 |
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3,408,460
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-1.58 |
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202405 |
1,235,288 |
5,235,185 |
9.59 |
1.41 |
-7.07 |
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創近一年新高 |
3,428,491
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-5.81 |
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202404 |
1,127,161 |
3,999,897 |
5.73
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-4.72 |
-9.41 |
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2,853,660
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-20.11 |
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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 |
64 |
86 |
22 |
1570 |
港商法國興業 |
-39 |
0 |
39 |
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9100 |
群益金鼎 |
51 |
59 |
8 |
6010 |
奔亞證券 |
-36 |
0 |
36 |
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1440 |
美林 |
36 |
44 |
8 |
9800 |
元大 |
-26 |
22 |
48 |
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1560 |
港商野村 |
20 |
31 |
11 |
7000 |
兆豐 |
-22 |
5 |
27 |
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5920 |
元富 |
18 |
24 |
6 |
9600 |
富邦 |
-14 |
9 |
23 |
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8440 |
摩根大通 |
12 |
16 |
4 |
9300 |
華南永昌 |
-12 |
4 |
16 |
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6380 |
光和 |
11 |
11 |
0 |
8150 |
台新 |
-12 |
1 |
13 |
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8560 |
新光 |
9 |
19 |
10 |
5380 |
第一金 |
-12 |
2 |
14 |
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1590 |
花旗環球 |
1 |
1 |
0 |
1470 |
台灣摩根士丹利 |
-11 |
0 |
11 |
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5260 |
美好 |
1 |
3 |
2 |
5850 |
統一 |
-10 |
1 |
11 |
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20250210 |
鋼鐵股紅通通還可以追? 分析師曝這些族群更有題材 |
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20250115 |
塑膠股攜鋼鐵股成撐盤要角 這些銅板股飆漲停更亮眼 |
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20241107 |
川普概念股塑化、鋼鐵上漲 台塑盤中漲逾2% |
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20240927 |
大陸救市塑化、鋼鐵重返榮耀?台塑、中鋼盤中飆逾5% 多檔鋼鐵股亮燈 |
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20240927 |
台股小跌…外資買超246億前10僅1檔科技股 大買中鋼逾4萬張 |
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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 |
22.1 |
優 |
10日籌碼集中度 |
-2.2 |
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單日買賣超 |
78 |
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5日籌碼集中度 |
7.9 |
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20日籌碼集中度 |
-2.1 |
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累計買賣超 |
-93 |
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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 |
2666 |
借券餘額 |
3001 |
千張大戶戶數 |
18 |
大戶比例 |
38.53 |
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更新日期: |
2025/5/2 19:31 |
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