| 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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 2323 中環 |
實收資本額 |
10893 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
1992/02/17 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
陳君煒 |
電 話 |
02-25989890 |
|
|
|
|
|
|
|
|
|
| 地 址 |
台北市中山區民權西路53號15樓 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
電子下游-其他 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
光碟片及有關塑膠殼子製造加工與買賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2025/5/2 股價 |
8.08 |
法人買賣超合計(近一日) |
買超 675.184 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌 |
0.17
|
法人買賣超合計(近一週) |
買超
2632.42 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌幅 |
2.15
|
法人買賣超合計(近一月) |
買超
5899.64 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.31
|
|
|
自營連3買 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
| 2024/06/14 |
0.10 |
2.00 |
2002/07/09 |
2022/10/14 |
1.24% |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 2024 |
2025/06/10 |
0.30 |
0.00 |
|
|
|
3.71% |
0% |
3.71% |
|
|
|
|
| 2023 |
2024/06/14 |
0.68 |
0.00 |
|
2024/09/04 |
|
8.42% |
0% |
8.42% |
|
|
|
|
| 2022 |
2023/06/13 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
| 2021 |
2022/06/17 |
0.10 |
0.00 |
|
2022/10/14 |
|
1.24% |
0% |
1.24% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
0.10 |
K(9) |
82.89 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
16.23 |
D(9) |
73.5 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
80.80 |
周K(9) |
32.97 |
|
1.6 |
1.6 |
1.2 |
1.2 |
1.5 |
|
|
|
|
| 股價淨值比 |
0.50 |
周D(9) |
32.26 |
綜合評分: |
7.1 |
建議: |
列入追踪 |
目標價: |
9.29 |
|
|
|
|
| 月線乖離率 |
3.8 |
季線乖離率 |
-11.67 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
2.02 |
3*PB |
48.48 |
|
|
|
|
| 股價 |
8.97 |
7.75 |
7.77 |
7.83 |
8.08 |
15*PE |
1.52 |
2*PB |
32.32 |
|
|
|
|
| 成交量(千股) |
11,911 |
33,064 |
17,265 |
10,474 |
7,971 |
10*PE |
1.01 |
1*PB |
16.16 |
|
|
|
|
| 資餘 |
31,675 |
22,376 |
22,144 |
20,737 |
19,726 |
5*PE |
0.51 |
0.5*PB |
8.08 |
|
|
|
|
| 券餘 |
0 |
8 |
48 |
51 |
62 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
| 營業收入淨額(千) |
|
1,925,334
|
1,905,793
|
1,764,179
|
1,839,877
|
1,912,073
|
1,967,617
|
1,772,843
|
|
|
|
|
| 營業成本(千) |
|
1,497,877
|
1,501,691
|
1,369,908
|
1,428,434
|
1,452,167
|
1,524,381
|
1,366,173
|
|
|
|
|
| 營業毛利(千) |
|
427,457
|
404,102
|
394,271
|
411,443
|
459,906
|
443,236
|
406,670
|
|
|
|
|
| 營業費用(千) |
|
540,346
|
488,718
|
520,861
|
475,280
|
534,656
|
461,522
|
532,396
|
|
|
|
|
| 營業利益(千) |
|
-112,889 |
-84,616 |
-126,590 |
-63,837 |
-74,750 |
-18,286 |
-125,726 |
|
|
|
|
| 營業外收入及支出(千) |
|
-550,015 |
-634,009 |
1,527,884
|
-199,409 |
857,022
|
-1,038,413 |
1,524,892
|
|
|
|
|
| 稅前純益(千) |
|
-662,904 |
-718,625 |
1,401,294
|
-263,246 |
782,272
|
-1,056,699 |
1,399,166
|
|
|
|
|
| 所得稅(千) |
|
46,935
|
8,009
|
4,414
|
9,928
|
42,809
|
7,077
|
-7,536 |
|
|
|
|
| 稅後純益(千) |
|
-709,839 |
-726,634 |
1,396,880
|
-273,174 |
739,463
|
-1,063,776 |
1,406,702
|
|
|
|
|
| 其他綜合損益(千) |
|
23,390
|
-45,681 |
39,429
|
151,963
|
15,193
|
105,242
|
73,066
|
|
|
|
|
| 綜合損益(千) |
|
-686,449 |
-772,315 |
1,436,309
|
-121,211 |
754,656
|
-958,534 |
1,479,768
|
|
|
|
|
| 原始每股稅前盈餘(元) |
|
-0.61 |
-0.66 |
1.29
|
-0.24 |
0.72
|
-0.97 |
1.28
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
-0.64 |
-0.66 |
1.28
|
-0.25 |
0.68
|
-0.97 |
1.27
|
|
|
|
|
| 毛利率(%) |
|
22.20
|
21.20
|
22.35
|
22.36
|
24.05
|
22.53
|
22.94
|
|
|
|
|
| 營業利益率(%) |
|
-5.86 |
-4.44 |
-7.18 |
-3.47 |
-3.91 |
-0.93 |
-7.09 |
|
|
|
|
| 稅後純益率(%) |
|
-36.87 |
-38.13 |
79.18
|
-14.85 |
38.67
|
-54.06 |
79.35
|
|
|
|
|
| 稅後權益報酬率(%) |
|
-3.87 |
-3.82 |
7.33
|
-1.46 |
4.01
|
-5.74 |
7.70
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
| 202503 |
615,907 |
1,790,006 |
5.35
|
-1.30 |
-2.71 |
|
|
1,790,006
|
-2.71 |
|
|
|
|
| 202502 |
584,602 |
1,174,098 |
-0.83 |
3.01
|
-3.44 |
|
|
1,774,183
|
-2.57 |
|
|
|
|
| 202501 |
589,496 |
589,496 |
-1.76 |
-9.08 |
-9.08 |
|
|
1,786,180
|
-4.99 |
|
|
|
|
| 202412 |
600,085 |
7,435,183 |
0.58
|
-0.82 |
0.69
|
-0.22 |
|
1,911,100
|
-0.05 |
|
|
|
|
| 202411 |
596,599 |
6,820,864 |
-16.49 |
-4.78 |
0.61
|
|
|
1,951,266
|
-0.45 |
|
|
|
|
| 202410 |
714,416 |
6,224,265 |
11.58
|
4.99
|
1.16
|
|
創近一年新高 |
1,973,217
|
-0.58 |
|
|
|
|
| 202409 |
640,251 |
5,509,849 |
3.51
|
-1.97 |
0.68
|
0.39
|
|
1,909,112
|
-2.97 |
|
|
|
|
| 202408 |
618,550 |
4,872,917 |
-4.88 |
-5.01 |
1.11
|
|
|
1,815,021
|
-4.55 |
|
|
|
|
| 202407 |
650,311 |
4,254,367 |
19.07
|
-1.97 |
2.07
|
|
|
1,775,244
|
-4.4 |
|
|
|
|
| 202406 |
546,160 |
3,604,056 |
-5.63 |
-6.97 |
2.83
|
1.04
|
創近一年新低 |
1,766,738
|
-0.34 |
|
|
|
|
| 202405 |
578,773 |
3,060,455 |
-9.82 |
-4.58 |
4.89
|
|
|
1,844,425
|
1.5 |
|
|
|
|
| 202404 |
641,805 |
2,481,682 |
2.88
|
10.81
|
7.38
|
|
|
1,833,190
|
5.04 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 9200 |
凱基 |
385 |
528 |
143 |
5850 |
統一 |
-216 |
8 |
224 |
|
|
|
|
| 1650 |
新加坡商瑞銀 |
180 |
227 |
47 |
7000 |
兆豐 |
-162 |
122 |
284 |
|
|
|
|
| 9800 |
元大 |
174 |
504 |
330 |
8840 |
玉山 |
-137 |
6 |
143 |
|
|
|
|
| 1480 |
美商高盛 |
117 |
124 |
7 |
9A00 |
永豐金 |
-122 |
5 |
127 |
|
|
|
|
| 6160 |
中國信託 |
99 |
105 |
6 |
8560 |
新光 |
-101 |
11 |
112 |
|
|
|
|
| 1440 |
美林 |
77 |
195 |
118 |
9300 |
華南永昌 |
-94 |
147 |
241 |
|
|
|
|
| 5320 |
高橋 |
62 |
90 |
28 |
6010 |
奔亞證券 |
-62 |
0 |
62 |
|
|
|
|
| 6450 |
永全 |
31 |
31 |
0 |
9600 |
富邦 |
-51 |
122 |
173 |
|
|
|
|
| 1260 |
宏遠 |
13 |
36 |
23 |
5260 |
美好 |
-31 |
0 |
31 |
|
|
|
|
| 1040 |
臺銀證券 |
11 |
25 |
14 |
7790 |
國票 |
-30 |
8 |
38 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 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 |
|
|
|
|
| 20241007 |
內外資買超股 有撐 |
|
|
|
|
| 20240827 |
光明砸8,400萬買台積股 占實收資本額20% |
|
|
|
|
| 20240815 |
中環業外收益進補、第2季轉盈 盤中爆逾8萬張鎖漲停 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
17 |
|
10日籌碼集中度 |
5.1 |
|
單日買賣超 |
450 |
|
|
|
| 5日籌碼集中度 |
14.3 |
|
20日籌碼集中度 |
-1.1 |
|
累計買賣超 |
-3385 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
13823 |
借券餘額 |
22798 |
千張大戶戶數 |
65 |
大戶比例 |
32.98 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期： |
2025/5/2 19:33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
