| 2032 |
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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| 2032 新鋼 |
實收資本額 |
1305 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
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| 發 言
人 |
成主賜 |
電 話 |
02-22020152 |
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| 地 址 |
新北市新莊區大安路8號 |
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| 產 業
別 |
傳產-鋼鐵 |
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| 主要產品 |
不銹鋼板、捲裁切、不銹鋼板表面處理 |
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| 2025/5/2 股價 |
15.75 |
法人買賣超合計(近一日) |
買超 213.978 張 |
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| 2025/5/2
漲跌 |
0.70
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法人買賣超合計(近一週) |
買超
228.11 張 |
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| 2025/5/2
漲跌幅 |
4.65
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法人買賣超合計(近一月) |
買超
766.9 張 |
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| 券 資 比 |
0.37
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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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| 2024/06/21 |
0.20 |
0.10 |
2012/08/21 |
2023/07/13 |
1.27% |
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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 |
0.38 |
0.00 |
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2.38% |
0% |
2.38% |
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| 2023 |
2024/06/21 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2022 |
2023/06/20 |
0.20 |
0.00 |
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2023/07/13 |
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1.27% |
0% |
1.27% |
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| 2021 |
2022/06/14 |
1.18 |
0.00 |
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2022/06/29 |
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7.49% |
0% |
7.49% |
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| 機構估稅後EPS |
0.54 |
K(9) |
72.52 |
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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) |
13.16 |
D(9) |
58.39 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
29.17 |
周K(9) |
27.56 |
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1.6 |
1.6 |
0.8 |
0.8 |
1.5 |
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| 股價淨值比 |
1.20 |
周D(9) |
38.99 |
綜合評分: |
6.3 |
建議: |
列入追踪 |
目標價: |
18.11 |
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| 月線乖離率 |
4.51 |
季線乖離率 |
-9.6 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
10.71 |
3*PB |
39.38 |
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| 股價 |
18.35 |
14.70 |
14.50 |
14.75 |
15.75 |
15*PE |
8.04 |
2*PB |
26.25 |
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| 成交量(千股) |
7,611 |
3,634 |
2,432 |
1,357 |
1,492 |
10*PE |
5.36 |
1*PB |
13.13 |
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| 資餘 |
2,235 |
1,695 |
1,894 |
1,826 |
1,912 |
5*PE |
2.68 |
0.5*PB |
6.56 |
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| 券餘 |
1 |
1 |
1 |
7 |
7 |
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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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830,297
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739,200
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732,348
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666,893
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720,830
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724,811
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679,219
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| 營業成本(千) |
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801,136
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726,833
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689,302
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634,822
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709,255
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693,102
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680,412
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| 營業毛利(千) |
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29,161
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12,367
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43,046
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32,071
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11,575
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31,709
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-1,193 |
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| 營業費用(千) |
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25,504
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23,850
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26,615
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24,711
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28,448
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30,338
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22,000
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| 營業利益(千) |
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3,657
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-11,483 |
16,431
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7,360
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-16,873 |
1,371
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-23,193 |
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| 營業外收入及支出(千) |
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13,793
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10,795
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12,130
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11,331
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5,815
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9,107
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9,257
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| 稅前純益(千) |
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17,450
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-688 |
28,561
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18,691
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-11,058 |
10,478
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-13,936 |
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| 所得稅(千) |
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977 |
-2,190 |
4,100
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2,002
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-2,417 |
2,186
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-1,147 |
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| 稅後純益(千) |
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16,473
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1,502
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24,461
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16,689
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-8,641 |
8,292
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-12,789 |
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| 其他綜合損益(千) |
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| 綜合損益(千) |
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18,572
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1,502
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24,461
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16,689
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-9,645 |
8,292
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-12,789 |
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| 原始每股稅前盈餘(元) |
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0.13
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-0.01 |
0.22
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0.14
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-0.08 |
0.08
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-0.11 |
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| 原始每股稅後盈餘(元) |
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0.13
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0.01
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0.19
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0.13
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-0.07 |
0.06
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-0.10 |
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| 毛利率(%) |
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3.51
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1.67
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5.88
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4.81
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1.61
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4.37
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-0.18 |
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| 營業利益率(%) |
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0.44
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-1.55 |
2.24
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1.10
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-2.34 |
0.19
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-3.41 |
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| 稅後純益率(%) |
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1.98
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0.20
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3.34
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2.50
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-1.20 |
1.14
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-1.88 |
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| 稅後權益報酬率(%) |
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0.96
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0.09
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1.45
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1.00
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-0.52 |
0.50
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-0.77 |
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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 |
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| 202503 |
293,086 |
768,086 |
8.32 |
14.65
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15.17
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創近一年新高 |
768,086
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15.17 |
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| 202502 |
270,577 |
475,000 |
32.36
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50.47
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15.50
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742,245
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10.75 |
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| 202501 |
204,423 |
204,423 |
-23.51 |
-11.67 |
-11.67 |
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749,095
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2.45 |
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| 202412 |
267,245 |
2,968,738 |
-3.67 |
3.20 |
3.72 |
0.49 |
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830,297
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15.19 |
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| 202411 |
277,427 |
2,701,493 |
-2.87 |
15.22
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3.77 |
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801,701
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14.84 |
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| 202410 |
285,625 |
2,424,066 |
19.68
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29.18
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2.60 |
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創近一年新高 |
786,146
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11.67 |
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| 202409 |
238,649 |
2,138,441 |
-8.87 |
1.03 |
-0.14 |
0.36 |
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739,200
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1.99 |
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| 202408 |
261,872 |
1,899,792 |
9.72 |
6.17 |
-0.29 |
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704,797
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-2.27 |
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| 202407 |
238,679 |
1,637,920 |
16.86
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-1.36 |
-1.25 |
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725,081
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2.07 |
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| 202406 |
204,246 |
1,399,241 |
-27.61 |
-12.17 |
-1.23 |
0.36 |
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732,349
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7.82 |
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| 202405 |
282,156 |
1,194,995 |
14.72
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19.62
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0.92 |
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創近一年新高 |
783,748
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9.05 |
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| 202404 |
245,947 |
912,840 |
-3.79 |
16.67
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-3.73 |
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681,416
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-7.63 |
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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 |
84 |
106 |
22 |
9A00 |
永豐金 |
-67 |
10 |
77 |
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| 1440 |
美林 |
39 |
39 |
0 |
9600 |
富邦 |
-44 |
10 |
54 |
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| 1650 |
新加坡商瑞銀 |
34 |
44 |
10 |
9800 |
元大 |
-23 |
65 |
88 |
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| 8440 |
摩根大通 |
30 |
35 |
5 |
8520 |
中農 |
-20 |
0 |
20 |
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| 5260 |
美好 |
19 |
20 |
1 |
8560 |
新光 |
-16 |
42 |
58 |
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| 1480 |
美商高盛 |
15 |
19 |
4 |
5920 |
元富 |
-14 |
8 |
22 |
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| 1560 |
港商野村 |
13 |
13 |
0 |
1040 |
臺銀證券 |
-12 |
1 |
13 |
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| 8880 |
國泰 |
8 |
58 |
50 |
1260 |
宏遠 |
-11 |
0 |
11 |
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| 7000 |
兆豐 |
7 |
40 |
33 |
8580 |
聯邦商銀 |
-10 |
0 |
10 |
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| 7750 |
北城 |
6 |
6 |
0 |
1470 |
台灣摩根士丹利 |
-9 |
4 |
13 |
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| 20250331 |
台股重挫800點 關稅受益者鋼鐵股海光、東和鋼鐵逆勢撐盤 |
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| 20250325 |
及時雨還沒來 美鋼價連八漲 中鴻卻因淨值低於票面大跌 |
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| 20250305 |
不只有重建題材 廢鋼報價也漲真的！鋼鐵人再衝鋒 |
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| 20250305 |
中國大陸「兩會」開幕 塑化、鋼鐵迎利多 四寶盤中大漲 |
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| 20250226 |
台股上漲116點 三大法人賣超98億元 |
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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 |
17 |
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10日籌碼集中度 |
4.8 |
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單日買賣超 |
103 |
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| 5日籌碼集中度 |
9 |
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20日籌碼集中度 |
3.8 |
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累計買賣超 |
13 |
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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 |
878 |
借券餘額 |
901 |
千張大戶戶數 |
17 |
大戶比例 |
46.98 |
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更新日期： |
2025/5/2 19:31 |
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