
台塑化公告第三季稅後淨利262.89億元、EPS達2.76元創單季新高,永豐投顧調高目標價至125元,帶動股價盤中一度上漲至118.5元,截至10:42漲7.5元報116.5元。
AI-generated summary
台塑化為台塑四寶之一,主要從事煉油與石化業務。其獲利受國際油價、煉油利差及地緣政治事件影響。
大牛動了! 台塑化目標價上調至125元股價大漲。(資料照)
〔記者張慧雯/台北報導〕台塑四寶昨日公告第三季獲利,台塑化(6505)第三季稅後淨利262.89億元、EPS達2.76元,創單季新高紀錄,永豐投顧今日隨即調高目標價至125元,帶動台塑化今日盤中股價最高一度來到118.5元,不少散戶喊「大牛動了,要漲停嗎?」,截至10:42分為止,股價上漲7.5元、暫報116.5元,成交量近5萬張。
台塑化認為,第四季進入全球煉油廠密集檢修期,在中東與俄羅斯煉油廠難以恢復運轉下,大西洋柴油與亞洲柴油價差都維持高檔,預期第四季柴油價差明顯優於歷年同期;此外,戰事導致中東、俄羅斯汽油出口下降,亞洲汽油價差也將大幅高於過往冬季水準,有助於第四季毛利率維持強勁。
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觀察三大法人動態,外資連兩日賣超合計近3萬張、投信連續13日買超共6.1萬張、自營商昨買超103張,主力昨日賣超323張;永豐投顧認為,展望後市,台塑化受惠中東、俄羅斯煉廠煉油利差強勁,獲利預期將維持高檔,因此調高目標價至125元。
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AI outlook — possibilities, not facts
台塑化股價將有機會挑戰漲停
Possible · Within days

The Ministry of Finance has temporarily imposed an anti-dumping tax of 40.21% on specific polyamide films (nylon films) imported from China for a period of four months starting from October 19 to prevent the domestic industry from continuing to be damaged during the investigation. There are currently 12 cases involving anti-dumping duties on Chinese goods.

China's copper foil substrate leader Kingboard issued a price increase notice to customers for the eighth time today, raising the sales price of sheets and PP using electronic fiberglass cloth below 2116 by 15%. Benefiting from the expansion of demand for AI infrastructure such as AI servers, high-speed network communications and memories, the market demand for copper foil substrates is strong. The supply of upstream fiberglass cloth has tightened and prices have increased. Taiwan's Taiwan Optoelectronics, Taiyao, Lianmao and other manufacturers have also adjusted prices multiple times, and the price increase trend is expected to continue until 2027.
The 140th China Import and Export Fair (Canton Fair) will open soon. The exhibition will focus on the main line of "New Green Intelligence". There will be more than 700 new product launch events. The launch of new products in future industries such as service robots and smart medical care will increase by about 20% compared with the previous session. Innovative measures such as overseas buyer membership services, buyer alliances and a booth-level navigation system covering the entire exhibition will be launched.

Yujingguang announced September revenue of 2.672 billion yuan, a monthly decrease of 1.75% and an annual increase of 0.54%. The cumulative revenue in the first three quarters increased by 10.12% annually. The stock turned red and hit the daily limit today, with the stock price rising by 105 yuan to a record high of 1,175 yuan, with a trading volume of 12,000 contracts. Foreign capital has been oversold for three consecutive days, and investors need to pay attention to subsequent fluctuations.

Shanghai, China, became one of the winning cities of the World Intellectual Property Organization's first "Innovation City Award", sharing the award with Charleroi, Belgium and Liverpool, England. WIPO believes that Shanghai deeply integrates technological innovation and creative development, expands public intellectual property services, strengthens collaboration among innovation entities, and provides development opportunities for cultural and creative industries. Data show that Shanghai's economic aggregate ranks among the top five in the world, R&D investment accounts for 4.5% of GDP, the scale of the three leading industries exceeds 2 trillion yuan, and the number of high-value invention patents reaches 67.6 per 10,000 people. The Shanghai Municipal Government stated that it will use this as an incentive to promote the construction of an intellectual property strong city and an international science and technology innovation center.

As U.S. bond yields rose to multi-year highs, the Central Bank of Kazakhstan began selling gold reserves and planned to reduce the proportion of gold from 78% to 75%. This became a turning point in the trend of global central bank gold purchases in recent years and posed new variables to the gold market.