4722 |
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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4722 國精化 |
實收資本額 |
1003 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2012/08/15 |
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發 言
人 |
何印唐 |
電 話 |
(07)6236199 |
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地 址 |
高雄市永安區維新里永工五路2號 |
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產 業
別 |
傳產-化學工業 |
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主要產品 |
光固化材料56.43%、不飽和聚酯樹脂17.33%、電子化學材料12.23%、塗料樹脂11.53%、其他2.48%(各種工業用合成樹脂,及其他有關化學品之製造、加工、銷售、各種人造樹脂之原物料買賣及工業用合成樹脂之進出口業務、玻纖強化塑膠製品之製造、加工及相關原物料之買賣進出口業務、) |
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2025/5/2 股價 |
55.00 |
法人買賣超合計(近一日) |
買超 142.604 張 |
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2025/5/2
漲跌 |
0.80
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法人買賣超合計(近一週) |
賣超 -44.57 張 |
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2025/5/2
漲跌幅 |
1.48
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法人買賣超合計(近一月) |
買超
107.83 張 |
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券 資 比 |
1.48
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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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2024/05/29 |
1.00 |
0.50 |
2018/07/12 |
2024/06/06 |
1.82% |
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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 |
2025/05/23 |
1.40 |
0.00 |
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2.55% |
0% |
2.55% |
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2023 |
2024/05/29 |
1.00 |
0.00 |
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2024/06/06 |
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1.82% |
0% |
1.82% |
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2022 |
2023/06/08 |
1.90 |
0.00 |
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2023/06/12 |
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3.45% |
0% |
3.45% |
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2021 |
2022/05/30 |
2.20 |
0.00 |
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2022/06/28 |
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4% |
0% |
4% |
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機構估稅後EPS |
2.92 |
K(9) |
64.47 |
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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) |
30.38 |
D(9) |
69.23 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
18.84 |
周K(9) |
40.08 |
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0 |
1.2 |
1.2 |
1.6 |
0 |
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股價淨值比 |
1.81 |
周D(9) |
46.49 |
綜合評分: |
4 |
建議: |
觀望 |
目標價: |
63.12 |
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月線乖離率 |
3.3 |
季線乖離率 |
-7.6 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
58.51 |
3*PB |
90.66 |
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股價 |
60.10 |
50.00 |
54.40 |
57.10 |
55.00 |
15*PE |
43.88 |
2*PB |
60.44 |
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成交量(千股) |
4,137 |
5,276 |
5,788 |
5,157 |
2,781 |
10*PE |
29.26 |
1*PB |
30.22 |
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資餘 |
2,613 |
1,217 |
1,444 |
1,332 |
1,352 |
5*PE |
14.63 |
0.5*PB |
15.11 |
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券餘 |
45 |
21 |
48 |
24 |
20 |
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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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966,042
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1,058,364
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1,106,894
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908,443
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952,852
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899,671
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862,435
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營業成本(千) |
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812,972
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875,606
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913,089
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760,826
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805,146
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751,441
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727,745
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營業毛利(千) |
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153,070
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182,758
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193,805
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147,617
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147,706
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148,230
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134,690
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營業費用(千) |
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107,970
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109,431
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109,503
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90,282
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102,170
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76,279
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83,675
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營業利益(千) |
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45,100
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73,327
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84,302
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57,335
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45,536
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71,951
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51,015
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營業外收入及支出(千) |
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7,814
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-1,570 |
6,583
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17,030
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9,260
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29,789
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3,485
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稅前純益(千) |
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52,914
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71,757
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90,885
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74,365
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54,796
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101,740
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54,500
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所得稅(千) |
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10,325
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16,604
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22,864
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15,585
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9,167
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22,286
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14,574
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稅後純益(千) |
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42,589
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55,153
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68,021
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58,780
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45,629
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79,454
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39,926
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其他綜合損益(千) |
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-12,353 |
-688 |
4,748
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14,258
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-14,754 |
15,825
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-4,848 |
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綜合損益(千) |
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30,236
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54,465
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72,769
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73,038
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30,875
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95,279
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35,078
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原始每股稅前盈餘(元) |
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0.53
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0.72
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0.91
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0.74
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0.55
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1.02
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0.54
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原始每股稅後盈餘(元) |
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0.43
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0.55
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0.68
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0.59
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0.46
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0.79
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0.40
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毛利率(%) |
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15.85
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17.27
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17.51
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16.25
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15.50
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16.48
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15.62
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營業利益率(%) |
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4.67
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6.93
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7.62
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6.31
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4.78
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8.00
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5.92
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稅後純益率(%) |
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4.41
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5.21
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6.15
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6.47
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4.79
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8.83
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4.63
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稅後權益報酬率(%) |
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1.41
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1.86
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2.34
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2.04
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1.59
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2.83
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1.46
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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 |
353,815 |
916,814 |
22.90
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7.58 |
0.92 |
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916,814
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0.92 |
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202502 |
287,888 |
562,999 |
4.64 |
15.80
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-2.87 |
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938,522
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3.55 |
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202501 |
275,111 |
275,111 |
-26.74 |
-16.89 |
-16.89 |
0.16 |
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945,260
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-5.94 |
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202412 |
375,523 |
4,039,743 |
27.46
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14.93
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16.93
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2.90 |
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966,071
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1.4 |
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202411 |
294,626 |
3,665,111 |
-0.44 |
-15.14 |
17.20
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908,693
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-1.22 |
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202410 |
295,922 |
3,370,485 |
-6.99 |
6.14 |
21.23
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1,011,314
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12.99 |
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202409 |
318,145 |
3,073,701 |
-19.91 |
8.24 |
22.85
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2.37 |
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1,058,656
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17.7 |
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202408 |
397,247 |
2,756,418 |
15.73
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23.24
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24.87
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創近一年新高 |
1,086,792
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23.88 |
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202407 |
343,264 |
2,359,171 |
-0.87 |
21.23
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25.15
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1,073,301
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23.94 |
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202406 |
346,281 |
2,015,337 |
-9.77 |
27.40
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25.78
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1.65 |
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1,107,406
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28.42 |
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202405 |
383,756 |
1,669,626 |
1.69 |
23.38
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25.53
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創近一年新高 |
1,090,003
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18.97 |
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202404 |
377,369 |
1,285,870 |
14.74
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35.03
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26.18
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創近一年新高 |
954,862
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11.51 |
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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 |
92 |
105 |
13 |
8880 |
國泰 |
-56 |
10 |
66 |
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1470 |
台灣摩根士丹利 |
32 |
34 |
2 |
9800 |
元大 |
-45 |
17 |
62 |
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1480 |
美商高盛 |
31 |
34 |
3 |
9A00 |
永豐金 |
-28 |
11 |
39 |
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8840 |
玉山 |
18 |
26 |
8 |
6160 |
中國信託 |
-21 |
0 |
21 |
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8440 |
摩根大通 |
10 |
10 |
0 |
5920 |
元富 |
-13 |
8 |
21 |
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1650 |
新加坡商瑞銀 |
7 |
13 |
6 |
7000 |
兆豐 |
-9 |
3 |
12 |
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1440 |
美林 |
6 |
9 |
3 |
6460 |
大昌 |
-8 |
1 |
9 |
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1020 |
合庫 |
4 |
8 |
4 |
5380 |
第一金 |
-8 |
2 |
10 |
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1260 |
宏遠 |
3 |
5 |
2 |
9100 |
群益金鼎 |
-6 |
9 |
15 |
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5260 |
美好 |
2 |
2 |
0 |
6110 |
台中銀 |
-4 |
0 |
4 |
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20250320 |
國精化擴產 獲利喊衝 |
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20250307 |
豐泰2024年 EPS 5.94元 國精化2.25元 |
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20250307 |
國精化去年 EPS 2.25元、年增34.4% 擬配1.4元現金 |
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20241105 |
國精化新廠明年投產 |
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20240619 |
台股站上23,200點 狂飆452點收23,209點 台積電收981元、漲38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 |
13.2 |
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10日籌碼集中度 |
0.1 |
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單日買賣超 |
55 |
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5日籌碼集中度 |
-2.5 |
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20日籌碼集中度 |
-0.1 |
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累計買賣超 |
-640 |
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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 |
2093 |
借券餘額 |
4217 |
千張大戶戶數 |
17 |
大戶比例 |
35.12 |
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更新日期: |
2025/5/2 19:57 |
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