| 1726 |
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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| 1726 永記 |
實收資本額 |
1620 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
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| 發 言
人 |
張豐利 |
電 話 |
07-8713181 |
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| 地 址 |
高雄市小港區沿海三路26、28號 |
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| 產 業
別 |
傳產-化學工業 |
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| 主要產品 |
油漆之製造及內外銷、油漆工程之包辦、合成樹脂之買賣業務 |
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| 2026/4/2 股價 |
75.00 |
法人買賣超合計(近一日) |
賣超 -5.457 張 |
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| 2026/4/2
漲跌 |
0.00
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法人買賣超合計(近一週) |
賣超 -19.56 張 |
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| 2026/4/2
漲跌幅 |
0.00
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法人買賣超合計(近一月) |
賣超 -169.03 張 |
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| 券 資 比 |
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外資連4賣 |
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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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| 2025 |
2026/05/29 |
3.70 |
0.00 |
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4.93% |
0% |
4.93% |
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| 2024 |
2025/05/29 |
3.60 |
0.00 |
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2025/07/16 |
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4.8% |
0% |
4.8% |
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| 2023 |
2024/05/31 |
3.50 |
0.00 |
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2024/07/17 |
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4.67% |
0% |
4.67% |
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| 2022 |
2023/06/19 |
3.50 |
0.00 |
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2023/08/15 |
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4.67% |
0% |
4.67% |
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| 機構估稅後EPS |
5.49 |
K(9) |
8.01 |
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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) |
64.38 |
D(9) |
17.16 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
13.66 |
周K(9) |
28.37 |
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0.4 |
0.4 |
2 |
1.6 |
0 |
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| 股價淨值比 |
1.16 |
周D(9) |
40.04 |
綜合評分: |
4.4 |
建議: |
觀望 |
目標價: |
86.25 |
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| 月線乖離率 |
-0.69 |
季線乖離率 |
-1.3 |
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2026/3/6 |
2026/3/13 |
2026/3/20 |
2026/3/27 |
2026/4/2 |
20*PE |
109.49 |
3*PB |
192.31 |
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| 股價 |
76.70 |
75.20 |
75.40 |
75.50 |
75.00 |
15*PE |
82.12 |
2*PB |
128.21 |
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| 成交量(千股) |
105 |
184 |
80 |
85 |
101 |
10*PE |
54.74 |
1*PB |
64.10 |
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| 資餘 |
0 |
0 |
0 |
0 |
0 |
5*PE |
27.37 |
0.5*PB |
32.05 |
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| 券餘 |
0 |
0 |
0 |
0 |
0 |
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| 季IFRS財報(損益單季) |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
202401 |
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| 營業收入淨額(千) |
2,506,822
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2,262,356
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2,472,042
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2,544,275
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2,657,278
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2,354,674
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2,228,662
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2,285,313
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| 營業成本(千) |
1,796,075
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1,654,193
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1,852,092
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1,873,124
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1,926,177
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1,781,533
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1,657,983
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1,686,172
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| 營業毛利(千) |
710,747
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608,163
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619,950
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671,151
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731,101
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573,141
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570,679
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599,141
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| 營業費用(千) |
457,942
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354,139
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355,649
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354,036
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425,640
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372,243
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351,157
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333,066
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| 營業利益(千) |
252,805
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254,024
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264,301
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317,115
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305,461
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200,898
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219,522
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266,075
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| 營業外收入及支出(千) |
23,554
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49,288
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-13,602 |
14,501
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23,383
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32,744
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25,860
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33,249
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| 稅前純益(千) |
276,359
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303,312
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250,699
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331,616
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328,844
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233,642
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245,382
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299,324
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| 所得稅(千) |
77,398
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57,204
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63,446
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72,332
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92,102
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45,824
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53,654
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59,559
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| 稅後純益(千) |
198,961
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246,108
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187,253
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259,284
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236,742
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187,818
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191,728
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239,765
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| 其他綜合損益(千) |
180,372
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174,088
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-557,128 |
59,401
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35,869
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-41,833 |
3,187
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189,459
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| 綜合損益(千) |
379,333
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420,196
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-369,875 |
318,685
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272,611
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145,985
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194,915
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429,224
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| 原始每股稅前盈餘(元) |
1.71
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1.87
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1.55
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2.05
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2.03
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1.44
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1.51
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1.85
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| 原始每股稅後盈餘(元) |
1.23
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1.52
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1.16
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1.60
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1.46
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1.16
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1.18
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1.48
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| 毛利率(%) |
28.35
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26.88
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25.08
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26.38
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27.51
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24.34
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25.61
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26.22
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| 營業利益率(%) |
10.08
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11.23
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10.69
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12.46
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11.50
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8.53
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9.85
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11.64
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| 稅後純益率(%) |
7.94
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10.88
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7.57
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10.19
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8.91
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7.98
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8.60
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10.49
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| 稅後權益報酬率(%) |
1.94
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2.50
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1.85
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2.49
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2.34
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1.89
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1.91
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2.40
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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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| 202603 |
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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| 202602 |
647,835 |
1,622,995 |
-33.57 |
-18.41 |
-1.24 |
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創近一年新低 |
2,480,846
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-4.76 |
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| 202601 |
975,160 |
975,160 |
13.67
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14.82
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14.82
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創歷史新高 |
2,648,668
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-1.42 |
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| 202512 |
857,851 |
9,785,495 |
5.17
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-10.77 |
2.71
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7.17
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2,505,159
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-5.72 |
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| 202511 |
815,657 |
8,925,981 |
-1.92 |
-6.90 |
4.22
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2,406,071
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-2.64 |
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| 202510 |
831,651 |
8,110,324 |
9.61
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1.44
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5.49
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2,335,231
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-1.12 |
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| 202509 |
758,763 |
7,278,673 |
1.87
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-2.13 |
5.97
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5.47
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2,260,224
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-4.01 |
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| 202508 |
744,817 |
6,517,778 |
-1.56 |
-2.82 |
6.97
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創近一年新低 |
2,286,822
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0.15 |
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| 202507 |
756,644 |
5,772,961 |
-3.66 |
-6.92 |
8.37
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創近一年新低 |
2,405,422
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4.85 |
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| 202506 |
785,361 |
5,016,317 |
-9.04 |
11.56
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11.13
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3.59
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2,466,633
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10.68 |
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| 202505 |
863,417 |
4,225,546 |
5.57
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11.07
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10.91
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2,607,021
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15.2 |
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| 202504 |
817,855 |
3,362,130 |
-11.65 |
9.43
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10.86
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2,537,649
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19.35 |
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| 202503 |
925,749 |
2,544,275 |
16.59
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25.38
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11.33
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2.05
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2,544,275
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11.33 |
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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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| 1590 |
花旗環球 |
4 |
5 |
1 |
9600 |
富邦 |
-6 |
0 |
6 |
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| 7000 |
兆豐 |
2 |
2 |
0 |
9800 |
元大 |
-5 |
1 |
6 |
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| 9200 |
凱基 |
2 |
2 |
0 |
8440 |
摩根大通 |
-2 |
0 |
2 |
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| 9B00 |
元富 |
1 |
1 |
0 |
6160 |
中國信託 |
-1 |
0 |
1 |
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| 8450 |
康和 |
1 |
1 |
0 |
9300 |
華南永昌 |
0 |
0 |
0 |
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| 8560 |
新光 |
1 |
1 |
0 |
9B00 |
元富 |
1 |
1 |
0 |
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| 8580 |
聯邦商銀 |
1 |
1 |
0 |
8450 |
康和 |
1 |
1 |
0 |
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| 8880 |
國泰 |
1 |
1 |
0 |
8560 |
新光 |
1 |
1 |
0 |
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| 9100 |
群益金鼎 |
1 |
2 |
1 |
8580 |
聯邦商銀 |
1 |
1 |
0 |
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| 1230 |
彰銀 |
1 |
1 |
0 |
8880 |
國泰 |
1 |
1 |
0 |
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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 |
0 |
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10日籌碼集中度 |
-26.5 |
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單日買賣超 |
0 |
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| 5日籌碼集中度 |
-29.2 |
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20日籌碼集中度 |
-26.6 |
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累計買賣超 |
-29 |
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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 |
62 |
借券餘額 |
89 |
千張大戶戶數 |
22 |
大戶比例 |
84.28 |
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更新日期: |
2026/4/5 01:38 |
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