1723 |
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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1723 中碳 |
實收資本額 |
2369 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1998/11/27 |
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發 言
人 |
陳宜宏 |
電 話 |
(07)3383515 |
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地 址 |
高雄市前鎮區成功二路88號25樓 |
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產 業
別 |
傳產-化學工業 |
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主要產品 |
1煤化學品;、2鋰電池負極材料;、3半導體相關精密碳材 |
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2025/9/4 股價 |
83.20 |
法人買賣超合計(近一日) |
買超 73.046 張 |
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2025/9/4
漲跌 |
1.50
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法人買賣超合計(近一週) |
賣超 -231.19 張 |
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2025/9/4
漲跌幅 |
1.84
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法人買賣超合計(近一月) |
賣超 -2150.73 張 |
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券 資 比 |
0.28
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自營連6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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2025/06/17 |
4.50 |
0.50 |
2008/07/24 |
2025/07/10 |
5.41% |
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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 |
2025/06/17 |
4.50 |
0.00 |
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2025/07/10 |
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5.41% |
0% |
5.41% |
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2023 |
2024/06/12 |
4.00 |
0.00 |
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2024/07/11 |
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4.81% |
0% |
4.81% |
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2022 |
2023/06/13 |
5.00 |
0.00 |
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2023/07/13 |
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6.01% |
0% |
6.01% |
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2021 |
2022/06/15 |
4.00 |
0.00 |
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2022/07/05 |
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4.81% |
0% |
4.81% |
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機構估稅後EPS |
3.65 |
K(9) |
59.43 |
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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) |
32.07 |
D(9) |
47.06 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
22.79 |
周K(9) |
12.03 |
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1.6 |
1.2 |
1.6 |
0.8 |
0.5 |
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股價淨值比 |
2.59 |
周D(9) |
16.85 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
87.36 |
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月線乖離率 |
1.08 |
季線乖離率 |
-2.67 |
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2025/8/8 |
2025/8/15 |
2025/8/22 |
2025/8/29 |
2025/9/4 |
20*PE |
72.98 |
3*PB |
94.19 |
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股價 |
84.90 |
82.10 |
81.60 |
82.00 |
83.20 |
15*PE |
54.74 |
2*PB |
62.79 |
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成交量(千股) |
1,680 |
2,822 |
1,696 |
1,299 |
1,267 |
10*PE |
36.49 |
1*PB |
31.40 |
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資餘 |
316 |
371 |
421 |
417 |
358 |
5*PE |
18.25 |
0.5*PB |
15.70 |
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券餘 |
0 |
1 |
1 |
1 |
1 |
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季IFRS財報(損益單季) |
202502 |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
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營業收入淨額(千) |
1,431,291
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1,691,790
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1,788,621
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2,100,278
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2,029,330
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1,729,241
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1,914,001
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1,838,808
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營業成本(千) |
1,175,403
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1,316,837
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1,400,967
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1,583,748
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1,523,115
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1,318,764
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1,457,991
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1,390,153
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營業毛利(千) |
255,888
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374,953
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387,654
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516,530
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506,215
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410,477
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456,010
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448,655
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營業費用(千) |
126,720
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150,250
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139,156
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157,740
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149,835
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132,983
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143,077
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154,437
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營業利益(千) |
129,168
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224,703
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248,498
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358,790
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356,380
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277,494
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312,933
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294,218
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營業外收入及支出(千) |
29,357
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41,618
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47,583
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59,676
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49,218
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50,714
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30,042
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120,545
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稅前純益(千) |
158,525
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266,321
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296,081
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418,466
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405,598
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328,208
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342,975
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414,763
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所得稅(千) |
2,334
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48,074
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57,258
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73,987
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60,296
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50,611
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52,542
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77,362
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稅後純益(千) |
156,191
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218,247
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238,823
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344,479
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345,302
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277,597
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290,433
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337,401
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其他綜合損益(千) |
-183,316 |
109,061
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-135,949 |
-12,759 |
-24,578 |
-108,687 |
59,989
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-149,544 |
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綜合損益(千) |
-27,125 |
327,308
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102,874
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331,720
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320,724
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168,910
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350,422
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187,857
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原始每股稅前盈餘(元) |
0.68
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1.15
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1.28
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1.80
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1.75
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1.41
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1.48
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1.79
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原始每股稅後盈餘(元) |
0.67
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0.94
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1.03
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1.48
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1.49
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1.20
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1.25
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1.45
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毛利率(%) |
17.88
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22.16
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21.67
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24.59
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24.94
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23.74
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23.82
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24.40
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營業利益率(%) |
9.02
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13.28
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13.89
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17.08
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17.56
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16.05
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16.35
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16.00
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稅後純益率(%) |
10.91
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12.90
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13.35
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16.40
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17.02
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16.05
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15.17
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18.35
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稅後權益報酬率(%) |
1.95
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2.60
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2.92
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4.34
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4.28
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3.34
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3.61
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4.35
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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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202508 |
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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202507 |
467,445 |
3,590,526 |
-8.42 |
-34.31 |
-19.68 |
1.98
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1,379,689
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-30.65 |
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202506 |
510,415 |
3,123,081 |
27.02
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-4.54 |
-16.91 |
1.79
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1,431,291
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-29.47 |
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202505 |
401,829 |
2,612,666 |
-22.58 |
-45.92 |
-18.96 |
1.52
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創近一年新低 |
1,385,223
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-32.96 |
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202504 |
519,047 |
2,210,837 |
11.78
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-30.94 |
-10.88 |
1.42
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1,612,175
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-18.08 |
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202503 |
464,347 |
1,691,790 |
-26.15 |
-18.76 |
-2.17 |
1.12
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創近一年新低 |
1,691,790
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-2.17 |
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202502 |
628,781 |
1,227,443 |
5.03
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-2.49 |
6.03
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0.80
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1,826,010
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-0.17 |
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202501 |
598,662 |
598,662 |
0.02
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16.75
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16.75
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0.40
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1,754,602
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4.28 |
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202412 |
598,567 |
7,647,470 |
7.39
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-10.86 |
-8.06 |
6.11
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1,788,648
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-6.55 |
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202411 |
557,373 |
7,048,930 |
-11.91 |
11.85
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-7.81 |
5.66
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1,702,113
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-3.98 |
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202410 |
632,708 |
6,491,557 |
23.57
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-14.98 |
-9.18 |
5.33
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2,021,376
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4.17 |
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202409 |
512,032 |
5,858,849 |
-41.59 |
-3.41 |
-8.51 |
4.86
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2,100,278
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14.22 |
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202408 |
876,636 |
5,346,817 |
23.19
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31.60
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-8.97 |
4.46
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創近一年新高 |
2,122,941
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3.74 |
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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 |
62 |
64 |
2 |
9800 |
元大 |
-52 |
35 |
87 |
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9200 |
凱基 |
44 |
73 |
29 |
8440 |
摩根大通 |
-30 |
0 |
30 |
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1480 |
美商高盛 |
20 |
43 |
23 |
8880 |
國泰 |
-26 |
5 |
31 |
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1560 |
港商野村 |
14 |
14 |
0 |
8840 |
玉山 |
-13 |
0 |
13 |
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9600 |
富邦 |
12 |
22 |
10 |
8560 |
新光 |
-12 |
3 |
15 |
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6210 |
新百王 |
10 |
10 |
0 |
1030 |
土銀 |
-11 |
0 |
11 |
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9A00 |
永豐金 |
8 |
12 |
4 |
5850 |
統一 |
-8 |
0 |
8 |
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5260 |
美好 |
3 |
4 |
1 |
9100 |
群益金鼎 |
-7 |
7 |
14 |
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5380 |
第一金 |
3 |
6 |
3 |
8150 |
台新 |
-7 |
1 |
8 |
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1040 |
臺銀證券 |
3 |
5 |
2 |
1650 |
新加坡商瑞銀 |
-6 |
3 |
9 |
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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 |
15.7 |
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10日籌碼集中度 |
-20.5 |
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單日買賣超 |
55 |
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5日籌碼集中度 |
-16.4 |
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20日籌碼集中度 |
-18 |
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累計買賣超 |
-1567 |
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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 |
7752 |
借券餘額 |
8471 |
千張大戶戶數 |
18 |
大戶比例 |
48.86 |
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更新日期: |
2025/9/4 19:30 |
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