| 2323 |
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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| 2323 中環 |
實收資本額 |
10893 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1992/02/17 |
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| 發 言
人 |
陳君煒 |
電 話 |
02-25989890 |
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| 地 址 |
台北市中山區民權西路53號15樓 |
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| 產 業
別 |
電子下游-其他 |
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| 主要產品 |
光碟片及有關塑膠殼子製造加工與買賣 |
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| 2025/7/4 股價 |
8.02 |
法人買賣超合計(近一日) |
賣超 -428.28 張 |
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| 2025/7/4
漲跌 |
-0.14
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法人買賣超合計(近一週) |
買超
1435.16 張 |
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| 2025/7/4
漲跌幅 |
-1.72
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法人買賣超合計(近一月) |
買超
1772.14 張 |
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| 券 資 比 |
0.74
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自營連3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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| 2024/06/14 |
0.10 |
2.00 |
2002/07/09 |
2022/10/14 |
1.25% |
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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 |
2025/06/10 |
0.30 |
0.00 |
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3.74% |
0% |
3.74% |
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| 2023 |
2024/06/14 |
0.68 |
0.00 |
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2024/09/04 |
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8.48% |
0% |
8.48% |
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| 2022 |
2023/06/13 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2021 |
2022/06/17 |
0.10 |
0.00 |
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2022/10/14 |
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1.25% |
0% |
1.25% |
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| 機構估稅後EPS |
-1.00 |
K(9) |
69.2 |
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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) |
15.34 |
D(9) |
70.11 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
-8.02 |
周K(9) |
40.32 |
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0 |
0.4 |
0.8 |
0.4 |
1 |
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| 股價淨值比 |
0.52 |
周D(9) |
45.93 |
綜合評分: |
2.6 |
建議: |
不列入追踪 |
目標價: |
8.59 |
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| 月線乖離率 |
-0.46 |
季線乖離率 |
-0.53 |
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2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/27 |
2025/7/4 |
20*PE |
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3*PB |
46.27 |
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| 股價 |
8.15 |
8.05 |
7.87 |
8.07 |
8.02 |
15*PE |
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2*PB |
30.85 |
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| 成交量(千股) |
7,170 |
7,396 |
7,549 |
8,632 |
7,447 |
10*PE |
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1*PB |
15.42 |
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| 資餘 |
20,214 |
20,685 |
21,227 |
20,896 |
20,836 |
5*PE |
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0.5*PB |
7.71 |
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| 券餘 |
203 |
211 |
200 |
152 |
154 |
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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) |
1,790,005
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1,925,334
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1,905,793
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1,764,179
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1,839,877
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1,912,073
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1,967,617
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1,772,843
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| 營業成本(千) |
1,376,815
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1,497,877
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1,501,691
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1,369,908
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1,428,434
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1,452,167
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1,524,381
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1,366,173
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| 營業毛利(千) |
413,190
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427,457
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404,102
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394,271
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411,443
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459,906
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443,236
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406,670
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| 營業費用(千) |
455,949
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540,346
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488,718
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520,861
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475,280
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534,656
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461,522
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532,396
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| 營業利益(千) |
-42,759 |
-112,889 |
-84,616 |
-126,590 |
-63,837 |
-74,750 |
-18,286 |
-125,726 |
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| 營業外收入及支出(千) |
-1,058,880 |
-550,015 |
-634,009 |
1,527,884
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-199,409 |
857,022
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-1,038,413 |
1,524,892
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| 稅前純益(千) |
-1,101,639 |
-662,904 |
-718,625 |
1,401,294
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-263,246 |
782,272
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-1,056,699 |
1,399,166
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| 所得稅(千) |
-496 |
46,935
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8,009
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4,414
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9,928
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42,809
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7,077
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-7,536 |
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| 稅後純益(千) |
-1,101,143 |
-709,839 |
-726,634 |
1,396,880
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-273,174 |
739,463
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-1,063,776 |
1,406,702
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| 其他綜合損益(千) |
123,124
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23,390
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-45,681 |
39,429
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151,963
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15,193
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105,242
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73,066
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| 綜合損益(千) |
-978,019 |
-686,449 |
-772,315 |
1,436,309
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-121,211 |
754,656
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-958,534 |
1,479,768
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| 原始每股稅前盈餘(元) |
-1.01 |
-0.61 |
-0.66 |
1.29
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-0.24 |
0.72
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-0.97 |
1.28
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| 原始每股稅後盈餘(元) |
-1.01 |
-0.64 |
-0.66 |
1.28
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-0.25 |
0.68
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-0.97 |
1.27
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| 毛利率(%) |
23.08
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22.20
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21.20
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22.35
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22.36
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24.05
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22.53
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22.94
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| 營業利益率(%) |
-2.39 |
-5.86 |
-4.44 |
-7.18 |
-3.47 |
-3.91 |
-0.93 |
-7.09 |
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| 稅後純益率(%) |
-61.52 |
-36.87 |
-38.13 |
79.18
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-14.85 |
38.67
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-54.06 |
79.35
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| 稅後權益報酬率(%) |
-6.28 |
-3.87 |
-3.82 |
7.33
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-1.46 |
4.01
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-5.74 |
7.70
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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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| 202506 |
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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| 202505 |
547,334 |
2,948,434 |
-10.43 |
-5.43 |
-3.66 |
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1,774,335
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-3.81 |
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| 202504 |
611,094 |
2,401,099 |
-0.78 |
-4.79 |
-3.25 |
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1,811,603
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-1.19 |
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| 202503 |
615,907 |
1,790,005 |
5.35
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-1.30 |
-2.71 |
-1.01 |
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1,790,005
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-2.71 |
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| 202502 |
584,602 |
1,174,098 |
-0.83 |
3.01
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-3.44 |
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1,774,183
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-2.57 |
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| 202501 |
589,496 |
589,496 |
-1.76 |
-9.08 |
-9.08 |
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1,786,180
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-4.99 |
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| 202412 |
600,085 |
7,435,183 |
0.58
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-0.82 |
0.69
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-0.22 |
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1,911,100
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-0.05 |
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| 202411 |
596,599 |
6,820,864 |
-16.49 |
-4.78 |
0.61
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1,951,266
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-0.45 |
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| 202410 |
714,416 |
6,224,265 |
11.58
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4.99
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1.16
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創近一年新高 |
1,973,217
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-0.58 |
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| 202409 |
640,251 |
5,509,849 |
3.51
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-1.97 |
0.68
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0.39
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1,909,112
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-2.97 |
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| 202408 |
618,550 |
4,872,917 |
-4.88 |
-5.01 |
1.11
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1,815,021
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-4.55 |
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| 202407 |
650,311 |
4,254,367 |
19.07
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-1.97 |
2.07
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1,775,244
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-4.4 |
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| 202406 |
546,160 |
3,604,056 |
-5.63 |
-6.97 |
2.83
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1.04
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創近一年新低 |
1,766,738
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-0.34 |
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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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| 6010 |
奔亞證券 |
252 |
252 |
0 |
1260 |
宏遠 |
-354 |
0 |
354 |
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| 9800 |
元大 |
116 |
211 |
95 |
1480 |
美商高盛 |
-153 |
111 |
264 |
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| 9600 |
富邦 |
115 |
172 |
57 |
8440 |
摩根大通 |
-126 |
44 |
170 |
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| 9A00 |
永豐金 |
107 |
171 |
64 |
5960 |
日茂 |
-111 |
1 |
112 |
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| 1650 |
新加坡商瑞銀 |
68 |
156 |
88 |
9200 |
凱基 |
-57 |
130 |
187 |
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| 9300 |
華南永昌 |
62 |
137 |
75 |
7790 |
國票 |
-49 |
22 |
71 |
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| 1470 |
台灣摩根士丹利 |
39 |
56 |
17 |
1440 |
美林 |
-33 |
0 |
33 |
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| 8150 |
台新 |
31 |
34 |
3 |
8580 |
聯邦商銀 |
-20 |
2 |
22 |
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| 7000 |
兆豐 |
29 |
49 |
20 |
5920 |
元富 |
-18 |
31 |
49 |
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| 8840 |
玉山 |
26 |
37 |
11 |
6160 |
中國信託 |
-16 |
4 |
20 |
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| 20250520 |
中環2025年全年毛利率看增 |
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| 20250411 |
中環處分廣達、華碩、台積電！吞下9,702多萬虧損 又買進台積 |
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| 20250401 |
台股重挫 中環處分鴻海、廣達、矽統持股 合計損失近5千萬元 |
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| 20241007 |
內外資買超股 有撐 |
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| 20240827 |
光明砸8,400萬買台積股 占實收資本額20% |
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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 |
-20.3 |
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10日籌碼集中度 |
9.9 |
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單日買賣超 |
-402 |
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| 5日籌碼集中度 |
5 |
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20日籌碼集中度 |
3.1 |
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累計買賣超 |
112 |
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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 |
12210 |
借券餘額 |
14233 |
千張大戶戶數 |
67 |
大戶比例 |
33.08 |
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更新日期： |
2025/7/4 19:35 |
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