| 1708 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 1708 東鹼 |
實收資本額 |
2490 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
1986/06/16 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
朱經雲 |
電 話 |
27047272 |
|
|
|
|
|
|
|
|
|
| 地 址 |
台北市敦化南路2段99號23樓 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
傳產-化學工業 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
硫酸鉀,鹽酸之製造及買賣業務、純鹼,小蘇打之買賣業務、混合磷酸鈣,氯化鈣,鹽之買賣業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2026/7/20 股價 |
52.50 |
法人買賣超合計(近一日) |
買超 595.984 張 |
|
|
|
|
|
|
|
|
|
| 2026/7/20
漲跌 |
0.00
|
法人買賣超合計(近一週) |
賣超 -1011.95 張 |
|
|
|
|
|
|
|
|
|
| 2026/7/20
漲跌幅 |
0.00
|
法人買賣超合計(近一月) |
賣超 -7863.79 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.91
|
外資連2買 |
投信連2買 |
自營連6賣 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 2025 |
2026/05/20 |
1.60 |
0.00 |
|
2026/05/28 |
|
3.05% |
0% |
3.05% |
|
|
|
|
| 2024 |
2025/05/16 |
2.00 |
0.00 |
|
2025/05/28 |
|
3.81% |
0% |
3.81% |
|
|
|
|
| 2023 |
2024/05/21 |
1.50 |
0.00 |
|
2024/05/31 |
|
2.86% |
0% |
2.86% |
|
|
|
|
| 2022 |
2023/05/18 |
3.00 |
0.00 |
|
2023/07/06 |
|
5.71% |
0% |
5.71% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
4.10 |
K(9) |
24.33 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
29.73 |
D(9) |
36.33 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
12.80 |
周K(9) |
69.07 |
|
0.4 |
0.4 |
1.6 |
1.6 |
0 |
|
|
|
|
| 股價淨值比 |
1.77 |
周D(9) |
73.18 |
綜合評分: |
4 |
建議: |
觀望 |
目標價: |
59.54 |
|
|
|
|
| 月線乖離率 |
-5.13 |
季線乖離率 |
14.94 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2026/6/26 |
2026/7/3 |
2026/7/9 |
2026/7/17 |
2026/7/20 |
20*PE |
82.03 |
3*PB |
88.98 |
|
|
|
|
| 股價 |
53.50 |
60.70 |
58.80 |
52.50 |
52.50 |
15*PE |
61.52 |
2*PB |
59.32 |
|
|
|
|
| 成交量(千股) |
70,623 |
79,192 |
43,191 |
31,061 |
5,519 |
10*PE |
41.02 |
1*PB |
29.66 |
|
|
|
|
| 資餘 |
9,142 |
8,728 |
7,641 |
7,108 |
6,999 |
5*PE |
20.51 |
0.5*PB |
14.83 |
|
|
|
|
| 券餘 |
102 |
249 |
231 |
73 |
64 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202602 |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
|
|
|
|
| 營業收入淨額(千) |
|
1,553,624
|
1,631,888
|
1,557,412
|
1,448,706
|
1,518,516
|
1,686,711
|
1,620,737
|
|
|
|
|
| 營業成本(千) |
|
1,078,717
|
1,079,393
|
1,050,514
|
1,011,143
|
1,053,666
|
1,176,121
|
1,039,872
|
|
|
|
|
| 營業毛利(千) |
|
474,907
|
552,495
|
506,898
|
437,563
|
464,850
|
510,590
|
580,865
|
|
|
|
|
| 營業費用(千) |
|
215,894
|
235,729
|
214,274
|
175,961
|
214,711
|
277,303
|
235,237
|
|
|
|
|
| 營業利益(千) |
|
259,013
|
316,766
|
292,624
|
261,602
|
250,139
|
233,287
|
345,628
|
|
|
|
|
| 營業外收入及支出(千) |
|
82,028
|
-13,323 |
40,514
|
-205,408 |
68,909
|
52,026
|
3,100
|
|
|
|
|
| 稅前純益(千) |
|
341,041
|
303,443
|
333,138
|
56,194
|
319,048
|
285,313
|
348,728
|
|
|
|
|
| 所得稅(千) |
|
63,456
|
33,388
|
67,587
|
30,644
|
62,326
|
109,556
|
57,448
|
|
|
|
|
| 稅後純益(千) |
|
277,585
|
270,055
|
265,551
|
25,550
|
256,722
|
175,757
|
291,280
|
|
|
|
|
| 其他綜合損益(千) |
|
154,618
|
185,592
|
207,148
|
-646,470 |
77,786
|
186,257
|
-103,913 |
|
|
|
|
| 綜合損益(千) |
|
432,203
|
455,647
|
472,699
|
-620,920 |
334,508
|
362,014
|
187,367
|
|
|
|
|
| 原始每股稅前盈餘(元) |
|
1.37
|
1.22
|
1.34
|
0.23
|
1.28
|
1.15
|
1.40
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
1.11
|
1.08
|
1.07
|
0.10
|
1.03
|
0.71
|
1.17
|
|
|
|
|
| 毛利率(%) |
|
30.57
|
33.86
|
32.55
|
30.20
|
30.61
|
30.27
|
35.84
|
|
|
|
|
| 營業利益率(%) |
|
16.67
|
19.41
|
18.79
|
18.06
|
16.47
|
13.83
|
21.33
|
|
|
|
|
| 稅後純益率(%) |
|
17.87
|
16.55
|
17.05
|
1.76
|
16.91
|
10.42
|
17.97
|
|
|
|
|
| 稅後權益報酬率(%) |
|
3.75
|
3.77
|
3.97
|
0.38
|
3.59
|
2.49
|
4.29
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 202606 |
519,370 |
3,308,419 |
-3.59 |
3.25
|
11.50
|
|
|
1,754,795
|
21.13 |
|
|
|
|
| 202605 |
538,697 |
2,789,049 |
-22.68 |
18.38
|
13.18
|
|
|
1,803,390
|
21.46 |
|
|
|
|
| 202604 |
696,728 |
2,250,352 |
22.67
|
42.00
|
12.00
|
|
創近一年新高 |
1,697,793
|
8.55 |
|
|
|
|
| 202603 |
567,965 |
1,553,624 |
31.14
|
5.36
|
2.31
|
1.37
|
創近一年新高 |
1,553,624
|
2.31 |
|
|
|
|
| 202602 |
433,100 |
985,659 |
-21.62 |
-18.95 |
0.63
|
|
創近一年新低 |
1,517,945
|
-1.15 |
|
|
|
|
| 202601 |
552,559 |
552,559 |
3.81
|
24.14
|
24.14
|
|
|
1,637,700
|
6.43 |
|
|
|
|
| 202512 |
532,286 |
6,156,522 |
-3.72 |
-4.29 |
-3.28 |
4.06
|
|
1,631,888
|
-3.22 |
|
|
|
|
| 202511 |
552,855 |
5,624,236 |
1.12
|
2.84
|
-3.19 |
|
|
1,632,493
|
-3.35 |
|
|
|
|
| 202510 |
546,747 |
5,071,381 |
2.60
|
-7.71 |
-3.80 |
|
|
1,590,910
|
-6.67 |
|
|
|
|
| 202509 |
532,891 |
4,524,634 |
4.23
|
-4.70 |
-3.31 |
2.84
|
|
1,557,412
|
-3.91 |
|
|
|
|
| 202508 |
511,272 |
3,991,743 |
-0.39 |
-7.55 |
-3.12 |
|
|
1,527,527
|
-4.44 |
|
|
|
|
| 202507 |
513,249 |
3,480,471 |
2.04
|
0.93
|
-2.43 |
|
|
1,471,302
|
-8.45 |
|
|
|
|
| 202506 |
503,006 |
2,967,222 |
10.54
|
-6.33 |
-2.99 |
1.51
|
|
1,448,706
|
-10.55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
550 |
1256 |
706 |
9A00 |
永豐金 |
-230 |
145 |
375 |
|
|
|
|
| 1480 |
美商高盛 |
149 |
238 |
89 |
1650 |
新加坡商瑞銀 |
-121 |
272 |
393 |
|
|
|
|
| 9100 |
群益金鼎 |
99 |
289 |
190 |
1470 |
台灣摩根士丹利 |
-120 |
35 |
155 |
|
|
|
|
| 1440 |
美林 |
92 |
113 |
21 |
9800 |
元大 |
-95 |
1018 |
1113 |
|
|
|
|
| 9B00 |
台新 |
57 |
219 |
162 |
1040 |
臺銀證券 |
-58 |
32 |
90 |
|
|
|
|
| 5380 |
第一金 |
26 |
100 |
74 |
1020 |
合庫 |
-52 |
38 |
90 |
|
|
|
|
| 8880 |
國泰 |
18 |
168 |
150 |
9600 |
富邦 |
-49 |
420 |
469 |
|
|
|
|
| 8710 |
陽信 |
13 |
13 |
0 |
1590 |
花旗環球 |
-47 |
14 |
61 |
|
|
|
|
| 5260 |
美好 |
13 |
28 |
15 |
8560 |
新光 |
-42 |
43 |
85 |
|
|
|
|
| 5600 |
永興 |
9 |
25 |
16 |
7000 |
兆豐 |
-38 |
135 |
173 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
4.6 |
|
10日籌碼集中度 |
-5.5 |
|
單日買賣超 |
254 |
|
|
|
| 5日籌碼集中度 |
-5.5 |
|
20日籌碼集中度 |
-6.9 |
|
累計買賣超 |
-19141 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
13872 |
借券餘額 |
15734 |
千張大戶戶數 |
25 |
大戶比例 |
35.69 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期: |
2026/7/21 01:36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|