4306 |
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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4306 炎洲 |
實收資本額 |
6792 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2008/01/21 |
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發 言
人 |
張詠傑 |
電 話 |
02-81706199 |
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地 址 |
臺北市內湖區行善路397號7樓 |
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產 業
別 |
傳產-塑膠 |
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主要產品 |
電子級化學品純化與循環再利用及綠色能源之開發建置、土地開發及商辦、住宅、飯店之營造興建、OPP、PVC、PE、汽車線束、雷射切割及特殊膠帶之產銷 |
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2025/8/6 股價 |
15.60 |
法人買賣超合計(近一日) |
買超 39 張 |
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2025/8/6
漲跌 |
0.00
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法人買賣超合計(近一週) |
賣超 -757.83 張 |
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2025/8/6
漲跌幅 |
0.00
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法人買賣超合計(近一月) |
賣超 -930.83 張 |
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券 資 比 |
0.12
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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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2024/06/21 |
1.00 |
0.59 |
2021/09/06 |
2024/07/18 |
6.41% |
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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 |
2025/06/20 |
1.00 |
0.20 |
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7.69% |
0.01% |
6.41% |
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2023 |
2024/06/21 |
0.98 |
0.00 |
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2024/07/18 |
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6.29% |
0% |
6.29% |
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2022 |
2023/06/16 |
0.98 |
0.00 |
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2023/07/18 |
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6.28% |
0% |
6.28% |
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2021 |
2022/06/17 |
1.00 |
0.00 |
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2022/07/15 |
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6.41% |
0% |
6.41% |
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機構估稅後EPS |
1.00 |
K(9) |
39.1 |
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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) |
19.63 |
D(9) |
35.67 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
15.60 |
周K(9) |
31.92 |
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1.6 |
0.4 |
0.8 |
0.8 |
0 |
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股價淨值比 |
0.79 |
周D(9) |
34.6 |
綜合評分: |
3.6 |
建議: |
觀望 |
目標價: |
17.81 |
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月線乖離率 |
-0.53 |
季線乖離率 |
-1.95 |
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2025/7/11 |
2025/7/18 |
2025/7/25 |
2025/8/1 |
2025/8/6 |
20*PE |
20.00 |
3*PB |
55.71 |
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股價 |
15.65 |
15.80 |
15.90 |
15.40 |
15.60 |
15*PE |
15.00 |
2*PB |
37.14 |
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成交量(千股) |
2,704 |
2,565 |
3,466 |
4,686 |
1,892 |
10*PE |
10.00 |
1*PB |
18.57 |
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資餘 |
5,123 |
5,011 |
4,979 |
5,071 |
5,134 |
5*PE |
5.00 |
0.5*PB |
9.29 |
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券餘 |
14 |
14 |
4 |
6 |
6 |
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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) |
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2,994,105
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3,367,443
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4,334,991
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5,100,720
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3,087,928
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4,018,877
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3,159,956
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營業成本(千) |
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2,491,797
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2,914,441
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3,635,209
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4,194,451
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2,520,973
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3,385,368
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2,588,626
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營業毛利(千) |
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502,308
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453,002
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699,782
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906,269
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566,955
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633,509
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571,330
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營業費用(千) |
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374,298
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292,315
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441,068
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465,733
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398,594
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435,560
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396,389
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營業利益(千) |
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128,010
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160,687
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258,714
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440,536
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168,361
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197,949
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174,941
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營業外收入及支出(千) |
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15,911
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-66,661 |
-37,014 |
141,456
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78,003
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38,385
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122,737
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稅前純益(千) |
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143,921
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94,026
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221,700
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581,992
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246,364
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236,334
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297,678
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所得稅(千) |
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48,760
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75,574
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36,978
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103,390
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38,769
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10,920
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39,560
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稅後純益(千) |
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95,161
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18,452
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184,722
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478,602
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207,595
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225,414
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258,118
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其他綜合損益(千) |
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11,462
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215,519
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-66,021 |
312,647
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434,868
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28,686
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219,353
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綜合損益(千) |
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106,623
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233,971
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118,701
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791,249
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642,463
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254,100
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477,471
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原始每股稅前盈餘(元) |
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0.22
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0.15
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0.34
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0.90
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0.39
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0.38
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0.48
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原始每股稅後盈餘(元) |
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0.12
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-0.01 |
0.26
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0.71
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0.31
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0.35
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0.38
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毛利率(%) |
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16.78
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13.45
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16.14
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17.77
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18.36
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15.76
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18.08
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營業利益率(%) |
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4.28
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4.77
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5.97
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8.64
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5.45
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4.93
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5.54
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稅後純益率(%) |
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3.18
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0.55
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4.26
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9.38
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6.72
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5.61
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8.17
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稅後權益報酬率(%) |
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0.71
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0.13
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1.36
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3.63
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1.63
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1.80
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2.14
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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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202507 |
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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202506 |
1,072,687 |
6,105,894 |
7.41
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-46.61 |
-25.85 |
0.26
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3,106,523
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-39.4 |
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202505 |
998,724 |
5,033,207 |
-3.52 |
-48.71 |
-19.15 |
0.08
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3,113,935
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-27.81 |
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202504 |
1,035,112 |
4,034,483 |
-4.17 |
-11.53 |
-5.69 |
0.20
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3,084,873
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-1.6 |
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202503 |
1,080,099 |
2,994,105 |
11.39
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-9.70 |
-3.04 |
0.21
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2,994,105
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-3.04 |
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202502 |
969,662 |
1,919,272 |
2.11
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26.09
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0.39
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0.19
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3,044,994
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-3.62 |
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202501 |
949,610 |
949,610 |
-15.64 |
-16.91 |
-16.91 |
0.16
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3,138,545
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-18.62 |
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202412 |
1,125,722 |
15,891,082 |
5.88
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-9.77 |
20.17
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1.68
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3,361,721
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-16.45 |
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202411 |
1,063,213 |
14,790,915 |
-9.34 |
-27.48 |
23.31
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1.77
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3,527,100
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-8.46 |
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202410 |
1,172,786 |
13,727,702 |
-9.16 |
-10.47 |
30.38
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1.65
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3,909,480
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11.55 |
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202409 |
1,291,101 |
12,523,639 |
-10.69 |
19.89
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36.05
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1.55
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4,320,430
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36.5 |
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202408 |
1,445,593 |
11,263,815 |
-8.72 |
29.33
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38.34
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1.43
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5,038,565
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64.11 |
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202407 |
1,583,736 |
9,818,222 |
-21.18 |
63.21
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39.77
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1.38
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5,540,154
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82.7 |
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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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9A00 |
永豐金 |
38 |
68 |
30 |
9800 |
元大 |
-38 |
56 |
94 |
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5920 |
元富 |
32 |
37 |
5 |
9600 |
富邦 |
-37 |
31 |
68 |
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9200 |
凱基 |
27 |
34 |
7 |
6160 |
中國信託 |
-30 |
8 |
38 |
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8440 |
摩根大通 |
23 |
28 |
5 |
8880 |
國泰 |
-23 |
9 |
32 |
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9300 |
華南永昌 |
11 |
26 |
15 |
1260 |
宏遠 |
-20 |
0 |
20 |
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8380 |
安泰 |
10 |
10 |
0 |
8450 |
康和 |
-16 |
1 |
17 |
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1230 |
彰銀 |
10 |
10 |
0 |
7790 |
國票 |
-6 |
3 |
9 |
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1480 |
美商高盛 |
9 |
9 |
0 |
5380 |
第一金 |
-4 |
0 |
4 |
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1020 |
合庫 |
5 |
5 |
0 |
8150 |
台新 |
-2 |
5 |
7 |
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9100 |
群益金鼎 |
5 |
10 |
5 |
8560 |
新光 |
-2 |
8 |
10 |
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20250701 |
炎洲公告處分台積電持股 認列獲利7,085.5萬元 |
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20250514 |
炎洲第1季每股純益0.12元 董總將異動 |
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20241218 |
炎洲前11月每股賺1.77元 |
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20241030 |
炎洲前三季每股稅前盈餘1.55元 |
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20240924 |
炎洲前八月 EPS 1.43元 攻特化、綠能 |
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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 |
-6.4 |
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10日籌碼集中度 |
-26 |
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單日買賣超 |
-25 |
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5日籌碼集中度 |
-23.9 |
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20日籌碼集中度 |
-15.6 |
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累計買賣超 |
-2097 |
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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 |
8197 |
借券餘額 |
10245 |
千張大戶戶數 |
40 |
大戶比例 |
50.55 |
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更新日期: |
2025/8/6 19:56 |
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