| 2069 |
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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| 2069 運錩 |
實收資本額 |
1664 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2016/03/22 |
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| 發 言
人 |
朱培誠 |
電 話 |
(07)969-5858 |
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| 地 址 |
高雄市前金區中正四路235號13樓之1 |
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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、不銹鋼捲分條、不銹鋼板表面處理 |
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| 2025/5/2 股價 |
16.45 |
法人買賣超合計(近一日) |
買超 37.094 張 |
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| 2025/5/2
漲跌 |
0.20
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法人買賣超合計(近一週) |
買超
120.23 張 |
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| 2025/5/2
漲跌幅 |
1.23
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法人買賣超合計(近一月) |
賣超 -871.17 張 |
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| 券 資 比 |
0.00
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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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| 2024/06/06 |
0.50 |
0.20 |
2015/10/01 |
2024/06/28 |
3.04% |
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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 |
2025/05/27 |
0.90 |
0.00 |
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5.47% |
0% |
5.47% |
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| 2023 |
2024/06/06 |
0.50 |
0.00 |
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2024/06/28 |
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3.04% |
0% |
3.04% |
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| 2022 |
2023/06/09 |
1.00 |
0.00 |
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2023/07/11 |
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6.08% |
0% |
6.08% |
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| 2021 |
2022/06/15 |
2.20 |
0.00 |
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2022/07/12 |
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13.37% |
0% |
13.37% |
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| 機構估稅後EPS |
1.50 |
K(9) |
82.73 |
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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) |
24.06 |
D(9) |
75.25 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
10.97 |
周K(9) |
41.61 |
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1.6 |
0.8 |
0.8 |
0.4 |
1 |
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| 股價淨值比 |
0.68 |
周D(9) |
44.56 |
綜合評分: |
4.6 |
建議: |
觀望 |
目標價: |
17.27 |
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| 月線乖離率 |
4.33 |
季線乖離率 |
-6.8 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
30.18 |
3*PB |
72.57 |
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| 股價 |
17.90 |
15.00 |
15.55 |
15.85 |
16.45 |
15*PE |
22.64 |
2*PB |
48.38 |
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| 成交量(千股) |
631 |
3,110 |
2,746 |
1,128 |
699 |
10*PE |
15.09 |
1*PB |
24.19 |
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| 資餘 |
1,121 |
630 |
629 |
648 |
660 |
5*PE |
7.55 |
0.5*PB |
12.10 |
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| 券餘 |
1 |
0 |
0 |
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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2,731,737
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2,675,181
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2,836,271
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2,471,658
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2,773,399
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3,048,521
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3,094,154
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| 營業成本(千) |
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2,449,668
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2,344,880
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2,495,009
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2,389,768
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2,637,850
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2,946,737
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3,032,558
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| 營業毛利(千) |
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282,069
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330,301
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341,262
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81,890
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135,549
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101,784
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61,596
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| 營業費用(千) |
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151,751
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189,379
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170,106
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153,298
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122,642
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124,579
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106,582
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| 營業利益(千) |
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130,318
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140,922
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171,156
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-71,408 |
12,907
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-22,795 |
-44,986 |
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| 營業外收入及支出(千) |
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-28,462 |
-33,028 |
-27,223 |
-29,368 |
-24,744 |
-35,581 |
-54,096 |
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| 稅前純益(千) |
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101,856
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107,894
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143,933
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-100,776 |
-11,837 |
-58,376 |
-99,082 |
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| 所得稅(千) |
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20,267
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9,198
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14,589
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-16,545 |
-42,540 |
-9,934 |
-6,111 |
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| 稅後純益(千) |
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81,589
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98,696
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129,344
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-84,231 |
30,703
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-48,442 |
-92,971 |
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| 其他綜合損益(千) |
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-33,255 |
41,540
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21,785
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53,401
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-57,362 |
72,952
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-85,884 |
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| 綜合損益(千) |
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48,334
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140,236
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151,129
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-30,830 |
-26,659 |
24,510
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-178,855 |
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| 原始每股稅前盈餘(元) |
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0.61
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0.65
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0.87
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-0.61 |
-0.07 |
-0.35 |
-0.60 |
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| 原始每股稅後盈餘(元) |
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0.49
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0.59
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0.78
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-0.51 |
0.18
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-0.29 |
-0.56 |
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| 毛利率(%) |
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10.33
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12.35
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12.03
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3.31
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4.89
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3.34
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1.99
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| 營業利益率(%) |
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4.77
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5.27
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6.03
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-2.89 |
0.47
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-0.75 |
-1.45 |
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| 稅後純益率(%) |
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2.99
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3.69
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4.56
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-3.41 |
1.11
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-1.59 |
-3.00 |
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| 稅後權益報酬率(%) |
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2.05
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2.54
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3.42
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-2.24 |
0.81
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-1.28 |
-2.37 |
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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 |
1,009,522 |
2,673,077 |
30.48
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5.55 |
8.15 |
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2,673,077
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8.15 |
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| 202502 |
773,718 |
1,663,555 |
-13.05 |
23.80
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9.79 |
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2,697,723
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9.86 |
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| 202501 |
889,837 |
889,837 |
-13.96 |
-0.05 |
-0.05 |
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2,726,249
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-2.3 |
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| 202412 |
1,034,168 |
10,714,847 |
28.91
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9.97 |
-9.49 |
1.52 |
創近一年新高 |
2,731,737
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-1.5 |
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| 202411 |
802,244 |
9,680,679 |
-10.40 |
-16.40 |
-11.17 |
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2,446,160
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-12.76 |
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| 202410 |
895,325 |
8,878,435 |
19.60
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2.51 |
-10.66 |
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2,664,583
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-9.84 |
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| 202409 |
748,591 |
7,983,110 |
-26.66 |
-22.90 |
-11.93 |
0.91 |
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2,675,181
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-12.25 |
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| 202408 |
1,020,667 |
7,234,519 |
12.67
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-8.14 |
-10.61 |
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創近一年新高 |
2,841,310
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-9.87 |
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| 202407 |
905,923 |
6,213,852 |
-0.96 |
-6.26 |
-11.01 |
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2,780,887
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-9.22 |
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| 202406 |
914,720 |
5,307,929 |
-4.74 |
-14.90 |
-11.77 |
0.26 |
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2,836,271
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-8.33 |
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| 202405 |
960,244 |
4,393,209 |
-0.11 |
-6.06 |
-11.09 |
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2,877,966
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-5.38 |
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| 202404 |
961,307 |
3,432,965 |
0.51
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-3.59 |
-12.40 |
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2,542,687
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-14.29 |
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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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| 1440 |
美林 |
25 |
29 |
4 |
9600 |
富邦 |
-24 |
1 |
25 |
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| 1650 |
新加坡商瑞銀 |
19 |
20 |
1 |
9200 |
凱基 |
-14 |
2 |
16 |
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| 8560 |
新光 |
10 |
10 |
0 |
1020 |
合庫 |
-9 |
0 |
9 |
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| 5850 |
統一 |
8 |
9 |
1 |
1470 |
台灣摩根士丹利 |
-9 |
0 |
9 |
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| 7000 |
兆豐 |
7 |
7 |
0 |
8520 |
中農 |
-8 |
0 |
8 |
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| 1480 |
美商高盛 |
4 |
4 |
0 |
9A00 |
永豐金 |
-7 |
3 |
10 |
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| 1560 |
港商野村 |
4 |
4 |
0 |
6110 |
台中銀 |
-5 |
0 |
5 |
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| 9100 |
群益金鼎 |
3 |
3 |
0 |
8880 |
國泰 |
-4 |
5 |
9 |
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| 9800 |
元大 |
3 |
24 |
21 |
8880 |
國泰 |
-4 |
5 |
9 |
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| 9300 |
華南永昌 |
2 |
4 |
2 |
8580 |
聯邦商銀 |
-3 |
0 |
3 |
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| 20250210 |
川普喊課鋼鋁進口25%關稅 鋼鐵股應聲漲、這幾檔紅燈高掛 |
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| 20240807 |
運錩財報／上半年稅後純益0.45億元 EPS 0.27元 |
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| 20240408 |
鋼市 出現抄底買盤 |
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| 20240215 |
證交所鼓勵公司檢視 PB 法人：「政策所在、股價所在」 |
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| 20231215 |
鋼鐵人回來了！鋼市榮景看到明年第2季、這幾檔齊飆漲停 |
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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 |
-2.1 |
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10日籌碼集中度 |
0.3 |
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單日買賣超 |
-3 |
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| 5日籌碼集中度 |
7.7 |
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20日籌碼集中度 |
-7.4 |
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累計買賣超 |
-866 |
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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 |
705 |
借券餘額 |
1163 |
千張大戶戶數 |
17 |
大戶比例 |
50.58 |
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更新日期： |
2025/5/2 19:31 |
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