| 2034 |
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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| 2034 允強 |
實收資本額 |
5202 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2001/09/17 |
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| 發 言
人 |
詹烈麟 |
電 話 |
04-889-9666 |
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| 地 址 |
彰化縣溪州鄉舊眉村中山路四段二七０號 |
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| 產 業
別 |
傳產-鋼鐵 |
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| 主要產品 |
不銹鋼捲(板)裁切及買賣、不銹鋼焊接鋼管之製造加工及買賣、不銹鋼角鋼，扁鐵及槽鐵等之製造加工及買賣 |
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| 2025/5/2 股價 |
22.40 |
法人買賣超合計(近一日) |
賣超 -142.654 張 |
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| 2025/5/2
漲跌 |
1.20
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法人買賣超合計(近一週) |
賣超 -601.44 張 |
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| 2025/5/2
漲跌幅 |
5.66
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法人買賣超合計(近一月) |
賣超 -1841.48 張 |
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| 券 資 比 |
0.51
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外資連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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| 2024/06/17 |
1.50 |
1.00 |
2016/07/19 |
2023/07/20 |
6.68% |
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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 |
2025/06/16 |
1.00 |
0.00 |
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4.46% |
0% |
4.46% |
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| 2023 |
2024/06/17 |
1.00 |
0.00 |
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2024/07/26 |
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4.46% |
0% |
4.46% |
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| 2022 |
2023/06/16 |
1.50 |
0.00 |
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2023/07/20 |
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6.68% |
0% |
6.68% |
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| 2021 |
2022/06/16 |
1.50 |
0.00 |
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2022/07/19 |
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6.69% |
0% |
6.69% |
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| 機構估稅後EPS |
1.40 |
K(9) |
73.32 |
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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) |
20.21 |
D(9) |
70.69 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
16.00 |
周K(9) |
35.88 |
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1.6 |
1.6 |
0.8 |
2 |
1 |
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| 股價淨值比 |
1.11 |
周D(9) |
42.5 |
綜合評分: |
7 |
建議: |
列入追踪 |
目標價: |
25.76 |
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| 月線乖離率 |
6.87 |
季線乖離率 |
-5.78 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
28.00 |
3*PB |
56.95 |
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| 股價 |
24.40 |
20.30 |
20.00 |
21.35 |
22.40 |
15*PE |
21.00 |
2*PB |
37.97 |
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| 成交量(千股) |
4,629 |
16,260 |
7,376 |
6,472 |
9,518 |
10*PE |
14.00 |
1*PB |
18.98 |
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| 資餘 |
5,038 |
3,418 |
3,423 |
3,504 |
3,756 |
5*PE |
7.00 |
0.5*PB |
9.49 |
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| 券餘 |
380 |
0 |
7 |
5 |
19 |
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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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4,087,766
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3,796,589
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3,538,894
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3,099,017
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3,457,901
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4,066,862
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3,814,535
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| 營業成本(千) |
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3,727,279
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3,325,663
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3,084,084
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2,654,081
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3,445,488
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3,656,626
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3,426,690
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| 營業毛利(千) |
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360,487
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470,926
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454,810
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444,936
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12,413
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410,236
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387,845
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| 營業費用(千) |
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304,931
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294,236
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270,894
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224,548
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180,350
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199,158
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197,544
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| 營業利益(千) |
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55,556
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176,690
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183,916
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220,388
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-167,937 |
211,078
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190,301
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| 營業外收入及支出(千) |
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-281,537 |
-163,550 |
-167,391 |
-171,618 |
-177,598 |
-429,637 |
148,921
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| 稅前純益(千) |
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-225,981 |
13,140
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16,525
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48,770
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-345,535 |
-218,559 |
339,222
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| 所得稅(千) |
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-41,681 |
10,337
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-13,031 |
323 |
-64,961 |
-30,643 |
134,064
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| 稅後純益(千) |
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-184,300 |
2,803
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29,556
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48,447
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-280,574 |
-187,916 |
205,158
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| 其他綜合損益(千) |
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634,865
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-288,572 |
128,633
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533,416
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-128,388 |
262,540
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-1,618,464 |
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| 綜合損益(千) |
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450,565
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-285,769 |
158,189
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581,863
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-408,962 |
74,624
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-1,413,306 |
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| 原始每股稅前盈餘(元) |
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-0.43 |
0.03
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0.04
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0.10
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-0.77 |
-0.49 |
0.76
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| 原始每股稅後盈餘(元) |
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-0.35 |
0.01
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0.06
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0.10
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-0.63 |
-0.42 |
0.46
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| 毛利率(%) |
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8.82
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12.40
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12.85
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14.36
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0.36
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10.09
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10.17
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| 營業利益率(%) |
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1.36
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4.65
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5.20
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7.11
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-4.86 |
5.19
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4.99
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| 稅後純益率(%) |
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-4.51 |
0.07
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0.84
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1.56
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-8.11 |
-4.62 |
5.38
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| 稅後權益報酬率(%) |
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-1.90 |
0.03
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0.32
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0.52
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-3.15 |
-2.13 |
2.09
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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 |
1,112,380 |
3,632,787 |
-14.24 |
-2.52 |
17.22
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3,632,787
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17.22 |
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| 202502 |
1,297,061 |
2,520,407 |
6.03 |
47.63
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28.73
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3,849,755
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28.42 |
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| 202501 |
1,223,346 |
1,223,346 |
-7.97 |
13.34
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13.34
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3,992,155
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24.4 |
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| 202412 |
1,329,348 |
14,522,266 |
-7.65 |
27.83
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-4.66 |
-0.28 |
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4,087,766
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18.22 |
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| 202411 |
1,439,461 |
13,192,918 |
9.14 |
32.07
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-7.04 |
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創近一年新高 |
3,917,372
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9.14 |
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| 202410 |
1,318,957 |
11,753,457 |
13.81
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-0.68 |
-10.29 |
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3,835,429
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-3.87 |
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| 202409 |
1,158,954 |
10,434,500 |
-14.63 |
-1.05 |
-11.38 |
0.15 |
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3,796,589
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-6.65 |
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| 202408 |
1,357,518 |
9,275,546 |
6.05 |
-8.93 |
-12.52 |
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3,839,736
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-5 |
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| 202407 |
1,280,117 |
7,918,028 |
6.49 |
-8.89 |
-13.11 |
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3,852,863
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-0.36 |
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| 202406 |
1,202,101 |
6,637,911 |
-12.30 |
4.88 |
-13.88 |
0.13 |
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3,538,894
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-7.8 |
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| 202405 |
1,370,645 |
5,435,810 |
41.87
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4.18 |
-17.15 |
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3,477,899
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-17.33 |
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| 202404 |
966,148 |
4,065,165 |
-15.33 |
-29.81 |
-22.50 |
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2,985,839
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-27.68 |
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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 |
374 |
683 |
309 |
9800 |
元大 |
-373 |
464 |
837 |
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| 8560 |
新光 |
160 |
194 |
34 |
7000 |
兆豐 |
-157 |
129 |
286 |
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| 1440 |
美林 |
139 |
159 |
20 |
1480 |
美商高盛 |
-149 |
115 |
264 |
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| 9600 |
富邦 |
123 |
459 |
336 |
9A00 |
永豐金 |
-105 |
44 |
149 |
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| 5920 |
元富 |
110 |
170 |
60 |
9100 |
群益金鼎 |
-100 |
61 |
161 |
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| 6480 |
福邦 |
90 |
135 |
45 |
8440 |
摩根大通 |
-53 |
73 |
126 |
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| 1650 |
新加坡商瑞銀 |
60 |
94 |
34 |
1470 |
台灣摩根士丹利 |
-42 |
18 |
60 |
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| 1560 |
港商野村 |
20 |
20 |
0 |
9300 |
華南永昌 |
-27 |
52 |
79 |
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| 1040 |
臺銀證券 |
5 |
42 |
37 |
6210 |
新百王 |
-17 |
0 |
17 |
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| 5850 |
統一 |
5 |
56 |
51 |
7790 |
國票 |
-14 |
23 |
37 |
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| 20250325 |
群益預估2025年指數20000~25000點 台股反覆調整找機會 |
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| 20250318 |
鋼鐵新兵上櫃 友鋮盤中大漲近四成 帶旺鋼鐵指由黑翻紅 |
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| 20250314 |
普亭「原則上同意」俄烏30天停火 重建概念股大漲 |
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| 20250224 |
台股下跌164點 三大法人賣超206億元 |
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| 20250214 |
重建需求要來了 中鋼爆出3年來大量、盤中漲幅逾6% |
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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 |
6.1 |
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10日籌碼集中度 |
-4.1 |
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單日買賣超 |
205 |
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| 5日籌碼集中度 |
-5.2 |
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20日籌碼集中度 |
-5.1 |
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累計買賣超 |
-1928 |
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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 |
7463 |
借券餘額 |
14570 |
千張大戶戶數 |
43 |
大戶比例 |
44.79 |
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更新日期： |
2025/5/2 19:31 |
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