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1563

巧新 Automobile As of 2026-06-17 Updated daily after market close

steady quality, premium valuation, no active signal today.

This page refreshes daily after the close. Add 巧新 to your watchlist to track signal changes on your next visit.
Valuation 43Quality 52Growth 63Momentum 74Chips 78

Is 巧新 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 58th market percentile. Latest quarterly ROE ≈ 1.5%.

  • Valuation is high.PE is in the 93th market percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 5.2% of volume (net buy).

Chip flow

Bullish +0.73
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 元大-斗六 holds 1,781 lots
  • sellers have 3,160 lots left, ~175 sessions to clear

Window from 2026-01-17 · Price +28% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 元大-斗六 has accumulated 1,781 lots since the start (sold 2%), now trimming.
  • Main distributor 美商高盛 peaked at 3,917 lots, has sold 43%, 2,214 left, ~26 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +4.09pp, mid holders +11, retail -6.12pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -432 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
元大-斗六富邦-敦南富邦證券台新-建北第一金-員林凱基-市政
Distributing
美商高盛元大證券台灣摩根士丹利新加坡商瑞銀富邦-虎尾美林
Desks
own scale
永豐金-嘉義第一金-台中元大-向上第一金-台南
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 元大-斗六 +1,781
    sold 2%
  • 富邦-敦南 +1,292
    sold 3%
  • 富邦證券 +1,209
    sold 0%· still adding
  • 台新-建北 +894
    sold 0%
  • 第一金-員林 +889
    sold 0%· still adding
  • 凱基-市政 +841
    sold 5%

Distributing

  • 美商高盛 2,214 left
    sold 43%· ~26 sessions to clear
  • 元大證券 1,061 left
    sold 31%· paused recently
  • 台灣摩根士丹利 693 left
    sold 29%· paused recently
  • 新加坡商瑞銀 465 left
    sold 45%· ~15 sessions to clear
  • 富邦-虎尾 341 left
    sold 35%· paused recently
  • 美林 165 left
    sold 52%· ~12 sessions to clear

Desks

  • 永豐金-嘉義 -792
    unclassified
  • 第一金-台中 -637
    unclassified
  • 元大-向上 -522
    unclassified
  • 第一金-台南 -472
    unclassified
Still selling 3,160 lots ~175 sessions to bottom at most
Recent buy/sell force +2,851 absorbed / -1,450 sold buyers slightly ahead
Hedge-desk net short -114 lots potential cover-buying, not selling pressure
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Direction matches: big-holder share rose while retail share fell.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

252-day price high (breakout)

Pending

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

Monthly revenue YoY ≥ 20% (from filing deadline)

Pending

Monthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).

Foreign net buying for 5 straight days

Pending

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

10 times historically; 60-day forward avg -10.05%, win rate 14.3%, beating the market by -25.71 pts on average.

What does 巧新 do? Company profile

汽車工業 上市

Overview

1563 對應巧新科技工業股份有限公司，英文全名 SuperAlloy Industrial Co., Ltd.，為台灣證券交易所上市普通股，產業別為汽車工業。公司成立於 1994/06/24，2000/07/04 公開發行，2006/10/26 登錄興櫃，2024/05/13 上市掛牌。總部位於雲林縣斗六市雲科路三段 80 號。董事長與總經理均為黃聰榮。公開股市資料顯示實收資本額約新台幣 22.56 億元，已發行普通股 225,608,140 股，無特別股。公司 2024 年報揭露截至 2025/02/28 集團員工合計 1,500 人，平均年齡 38.33 歲、平均服務年資 7.98 年。可確認之董事及法人董事持股包括黃聰榮、魏隆誠、正億企管顧問股份有限公司、永名投資股份有限公司等；完整前十大股東名單在本次可擷取公開網頁中未完整確認，故不列具體排名。公司在雲林與屏東設有工廠，德國設有塗裝廠與倉庫，並以鍛造、機械加工、拋光、塗裝與測試實驗室整合能力服務歐洲與全球豪華車客戶。

Business

巧新主要從事鍛造鋁合金輪圈、汽車懸吊系統鍛造零件、再生鋁合金鑄棒、輪圈配件與相關鋁材二次加工之研發、製造與銷售。公司早期從腳踏車零件及高爾夫球頭起家，2000 年雲林廠完成後切入汽車鍛造鋁圈。2024 年營收結構依年報為：鍛造鋁圈新台幣 66.84529 億元、占 89.44%；鋁材 4.63654 億元、占 6.20%；其他含懸吊件、配件、原料及模具設計開發收入 3.25396 億元、占 4.36%。銷售地區方面，2024 年內銷占 25.21%，外銷占 74.79%，其中歐洲占 59.15%、美洲占 15.52%、其他占 0.12%。商業模式以 OEM/ODM 式客製化開發與合格供應商認證為核心，因豪華車與超跑原廠認證流程長、品質要求高，客戶黏著度與開發週期為主要進入障礙。年報與證交所資料揭露主要客戶與品牌包括台灣豐田、JLR、Porsche、BMW、Mercedes-Benz、Ferrari、McLaren、Bentley、Aston Martin、Lexus、Lotus、Rolls-Royce/Mini 等。2024 年主要銷貨客戶中，台灣豐田占銷貨淨額 20.18%，JLR 占 16.38%。公司產品終端應用以豪華車、超跑、高階電動車、輕型卡車與懸吊系統零件為主，並以 100% 回收再利用之 RESAICAL 再生鋁料強化低碳供應鏈定位。

Outlook 2025–2028

2025 至 2028 年主要成長動能包括：一、豪華車與高階電動車對輕量化、高剛性鍛造輪圈的需求，汽車輕量化、電動車重量上升與節能減碳趨勢均支持鍛造鋁圈滲透；二、再生鋁 RESAICAL 使用率提升，2024 年已有多家豪華車廠認證採用，公司年報稱 2025 年再生鋁使用率可望朝 50% 邁進，且相對原生鋁可大幅降低碳排放並降低原料成本；三、擴大再生鋁材外售與循環經濟，2026 年法說摘要提及再生鋁使用比例目標突破 50%、鋁材銷售營收挑戰逾 10 億元；四、非移動產業應用，包括半導體設備關鍵與非關鍵鋁材零組件、重電、航太、軍工及其他工業鋁鍛件，公司年報已將半導體設備耗材、移動產業以外鋁鍛件、五軸加工、鍛造鎂合金輪圈、23 至 24 吋大尺寸輪圈列為研發方向；五、產能與製程升級，包含屏東子公司伽億熔煉廠、嘉義大埔美園區擴建、MES 生產管理、自動化、AI 導入品質檢驗與產品開發。2026 年公開法說摘要稱下半年營收有望較上半年成長、2028 年非移動產業應用營收占比目標達 40%，但此屬公司展望或第三方整理，非保證。主要風險包括豪華車與中國車市需求放緩、匯率波動、國際鋁價與原生鋁供應變動、航運與能源成本、主要客戶集中、車廠認證時程不確定、半導體新業務驗證與量產不確定、產線與研發人才培養不易、再生鋁品質穩定與客戶認證要求、地緣政治與關稅政策。

Supply Chain

Upstream
  • EMIRATES GLOBAL ALUMINIUM (SINGAPORE) PTE. LTD. 年報揭露之主要鋁合金供應商，2024 年占進貨淨額 67.98%；為 EGA 集團亞太區接單與出貨窗口，非台股掛牌公司。
  • Dubai Aluminium / Emirates Global Aluminium 集團 鋁生產及冶煉來源，年報註明 DUBAL 為 EGA 集團成員；非台股掛牌公司。
  • 伽億股份有限公司及巧新內部再生鋁熔煉體系 巧新向上整合熔煉與再生鋁料，供應 RESAICAL 再生鋁合金鑄棒；屬集團內部或子公司，未上市櫃。
Downstream
  • 台灣豐田通商 2024 年主要銷貨客戶，占銷貨淨額 20.18%；服務 Toyota/Lexus 相關供應鏈，非台股掛牌公司。
  • Jaguar Land Rover 2024 年主要銷貨客戶，占銷貨淨額 16.38%；國際豪華車品牌客戶，非台股掛牌公司。
  • Porsche 證交所與公司公開資料列為主要豪華車品牌客戶之一；德國上市集團相關品牌，非台股掛牌。
  • BMW Group 證交所與公司公開資料列為主要豪華車品牌客戶之一，包含 Rolls-Royce、Mini 等；德國上市公司，非台股掛牌。
  • Mercedes-Benz Group 證交所與公司公開資料列為主要豪華車品牌客戶之一，含 Maybach、AMG 應用；德國上市公司，非台股掛牌。
  • Ferrari、McLaren、Bentley、Aston Martin、Lotus 等超跑及豪華車品牌 年報列示之終端品牌客戶或應用對象；多為海外上市或未上市品牌，非台股掛牌。

Competitors

  • 健信科技工業 4502 台灣上櫃公司，汽車鋼圈、鋁合金輪圈製造商，產品包含鑄造、鍛造鋁合金與鍛造鎂合金輪圈，為較直接的輪圈同業。
  • 正道工業 1506 台灣上市汽車零組件廠，產品與技術涵蓋鋁鍛造、活塞及車用零件，與巧新在鋁鍛造及車用零組件領域有部分競合。
  • 六和機械 台灣未上市公司，汽車金屬零件製造商，具鑄鋁、鑄鎂、鑄鐵、沖壓、焊裝與加工能力，為廣義汽車金屬零件同業；非台股上市櫃。
  • BBS Japan、Ronal、Maxion Wheels 等國際輪圈廠 海外輪圈與車用鋁輪製造商，部分產品與巧新豪華車、鍛造輪圈市場競爭；非台股掛牌。
Sources（12）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

Method and limitations

  • All returns use adjusted close (etl:adj_close), already adjusted for dividends and splits.
  • Excess return is measured against the TAIEX total-return index (dividends included).
  • Valuation regime and percentile stats use an expanding own-history window (no future data).
  • Revenue-signal event dates align to the first trading day after the filing deadline, avoiding look-ahead.
  • Event samples may overlap in time; stats describe historical distribution only and are less reliable when samples are few.

This page is historical statistics for educational purposes and is not investment advice. Investing involves risk; past performance does not indicate future results. Assess and bear the risk yourself before trading.