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2374

佳能 Optoelectronics As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 佳能 to your watchlist to track signal changes on your next visit.
Valuation 43Quality 61Growth 72Momentum 68Chips 27

Is 佳能 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 59th market percentile. Latest quarterly ROE ≈ 2.7%.

  • Valuation is neutral.PE is in the 58th market percentile; within its own history, PE is around the 66th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -1.5% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 27.8%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Neutral +0.05
BearishNeutralBullish

Institutional rotation, concentration steady — neutral

  • Institutional rotation, concentration steady — neutral
  • 華南永昌 holds 2,772 lots
  • sellers have 2,128 lots left, ~225 sessions to clear

Window from 2026-01-17 · Price -5% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 華南永昌 has accumulated 2,772 lots since the start (sold 10%), still adding.
  • Main distributor 中國信託-忠孝 peaked at 1,952 lots, has sold 44%, 1,098 left, ~13 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.27pp, mid holders -6, retail +0.90pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -10,926 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
華南永昌凱基-站前國泰-敦南統一-台中臺銀玉山-台中
Distributing
中國信託-忠孝富邦-嘉義國票-中正富邦-陽明中國信託-三重花旗環球
Desks
own scale
摩根大通新加坡商瑞銀美商高盛美林
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 華南永昌 +2,772
    sold 10%· still adding
  • 凱基-站前 +908
    sold 0%· still adding
  • 國泰-敦南 +713
    sold 5%
  • 統一-台中 +580
    sold 0%
  • 臺銀 +469
    sold 0%· still adding
  • 玉山-台中 +309
    sold 0%· still adding

Distributing

  • 中國信託-忠孝 1,098 left
    sold 44%· ~13 sessions to clear
  • 富邦-嘉義 157 left
    sold 83%· paused recently
  • 國票-中正 261 left
    sold 52%· paused recently
  • 富邦-陽明 361 left
    sold 28%· paused recently
  • 中國信託-三重 210 left
    sold 56%· paused recently
  • 花旗環球 273 left
    sold 39%· ~27 sessions to clear

Desks

  • 摩根大通 -2,904
    hedge desk · will cover
  • 新加坡商瑞銀 -2,381
    hedge desk · will cover
  • 美商高盛 -1,933
    hedge desk · will cover
  • 美林 -1,695
    hedge desk · will cover
Still selling 2,128 lots ~225 sessions to bottom at most
Recent buy/sell force +2,831 absorbed / -1,662 sold buyers slightly ahead
Hedge-desk net short -10,633 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)

Mixed direction: big-holder and retail changes are not aligned.

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 active now

These signals are true on the latest data, with this stock's own historical forward-return stats after each occurrence.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 27.81%

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

79 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 48.4%, Sample 64, Median 0%, Excess +1.34%, Beat mkt rate 39.1%；60-day: Win 41.9%, Sample 62, Median -3.12%, Excess +3.56%, Beat mkt rate 38.7%；120-day: Win 47.5%, Sample 59, Median -3.15%, Excess -0.35%, Beat mkt rate 39%

120 days after: historical avg +7.07%

20-day +2.5%
60-day +6.91%
120-day +7.07%
20-day
60-day
120-day
Win
48.4%
41.9%
47.5%
Sample
64
62
59
Median
0%
-3.12%
-3.15%
Excess
+1.34%
+3.56%
-0.35%
Beat mkt rate
39.1%
38.7%
39%

Over 59 occurrences, 120-day forward avg gained 7.07%, lagged the market by 0.35 pts; win rate 47.5%.

Valuation regime and subsequent returns

Each day's PE is converted to its own-history percentile (as of that day), then we look at adjusted-close returns over the next 240 trading days by valuation regime.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 185+15.6% +1.6% 52.4% +2.3%
20-40 139-2.9% -10.1% 41.7% -12.3%
40-60 225-7.6% -17% 16.9% -14.8%
60-80 You are here787+34.2% +25.2% 63.4% +6.5%
80-100 966+29.6% +12.1% 61.9% +3.2%

Percentiles use an expanding own-history window (no look-ahead); forward return is 240 trading days on adjusted close. Sample days overlap; distribution is indicative only.

Current PE ≈ 27.45, at the 65.7th percentile of its own history (60-80 band).

Valuation × momentum historical grid

Every day in its own history is bucketed by valuation tercile (own-history PE) and 60-day momentum sign into six cells; we show adjusted-close returns over the next 120 trading days per cell.

Valuation
Momentum
Cheap (own-history bottom 1/3)
Mid
Expensive (own-history top 1/3)
60-day momentum up
+8%
Win rate 40.6% Excess +6%
64d
Now
-3.2%
Win rate 37.5% Excess -2.1%
267d
+14.5%
Win rate 54.6% Excess +1.3%
877d
60-day momentum down
+5.6%
Win rate 39.6% Excess -1.5%
197d
+2.3%
Win rate 52.8% Excess -0.4%
176d
+16.9%
Win rate 60.9% Excess -1.2%
841d

Currently in “Mid × 60-day momentum up”: across 267 historical days, 120-day forward avg declined 3.2%, win rate 37.5%, lagged the market by 2.1%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Does this signal hold up across the market

Over the past 242 months, on average ~404 stocks per month met “monthly revenue YoY ≥ 20%”; their adjusted-close return over the next 60 trading days averaged 6.94% (equal-weighted), beating the market by 2.37 points on average, and outperformed the TAIEX total-return index in 64.5% of months.

Each month, equal-weighted 60-day forward adjusted return of all signal-matching stocks, then averaged across months; excess vs the TAIEX total-return index.

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.

18 times historically; 60-day forward avg +9.21%, win rate 38.9%, beating the market by +3.73 pts on average.

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.

59 times historically; 60-day forward avg +6.65%, win rate 51.7%, beating the market by +2.09 pts on average.

What does 佳能 do? Company profile

光電業；影像光學、相機與影像模組 ODM/EMS 台灣證券交易所上市

Overview

2374 對應證券為台灣證券交易所上市普通股「佳能」，公司全名佳能企業股份有限公司，英文名 Ability Enterprise Co., Ltd.，不是日本 Canon Inc.。公司成立於1965/05/21，上市日期為1995/01/16，總部位於新北市新莊區中環路三段200號，董事長暨總經理為章孝祺。公司官方揭露實收資本額約新台幣33.80億元；第三方股市資料於2026年6月附近揭露實收資本額約33.66億元、已發行普通股約3.37億股，差異可能來自增資、限制員工權利新股或資料更新時點不同。2024年年報揭露截至2025/05/09母公司員工585人，其中後勤258人、研發229人、作業員98人；公司註明合併主體員工資訊屬營業秘密，未完整揭露。2026/04/27前十大股東包括能率創新38,748,899股、11.51%，佳奈投資5,000,414股、1.49%，和碩聯合科技3,671,028股、1.09%，佳美投資2,595,129股、0.77%，大通託管先進星光先進總合國際股票指數基金2,375,284股、0.71%，巨全投資2,351,572股、0.70%，吳恒濱1,869,888股、0.56%，Vanguard新興市場股票指數基金專戶1,815,992股、0.54%，永豐銀行受託保管限制型股票信託專戶1,551,800股、0.46%，倢士恩投資1,460,587股、0.43%。

Business

佳能企業早期代理銷售 Canon 產品，2003年合併銓訊科技後轉型為數位相機與相機模組等影像產品製造商；目前定位為影像光學 ODM/EMS 夥伴，提供核心元件設計、模組開發、整機製造、光學與聲學設計校正測試、量產等端到端服務。主要產品與服務涵蓋數位相機、運動相機、軍警應用相機、立體視覺相機、單鏡頭與多鏡頭影像模組、網路攝影機、串流攝影機、車載前裝/後裝/車隊管理/軌道火車影像應用，以及電子製造服務。官方產品頁指出單鏡頭模組可用於智慧家庭、行車記錄器、車載系統與工業影像設備；多鏡頭模組支援多視角、立體視覺、深度感測、360度環景與同步影像融合，用於智慧交通、監控安防、機器視覺與視訊會議。2024年年報揭露產品比重為光電產品100%；2025年11月法說相關報導揭露當時營收占比約為影像應用70%、光學模組10%、新產品10%、NRE委託設計開發收入5%、其他5%。商業模式以ODM/OEM/EMS代工、客製化研發設計與量產為主，主要客戶為日本、歐美、亞洲品牌客戶；年報因保密協定以AA、LL、KK、MM、TT等代號揭露主要銷貨客戶，其中2024年AA公司占銷貨淨額48.21%、LL公司占10.48%，2025年截至前一季AA公司占55.40%、MM公司占10.65%。生產據點包括台灣新北市、中國東莞、越南富壽省，官方揭露台灣廠2019年成立約2,200平方公尺、越南廠2023年成立約15,015平方公尺、中國東莞廠2005年成立約54,000平方公尺。

Outlook 2025–2028

2025年佳能營運已明顯回升，2025年營收99.08億元、毛利率25.19%、稅後純益7.88億元、EPS 2.44元，稅後淨利年增44.23%，為近13年較佳獲利水準；2026年前2月營收17.37億元、年增71.26%，公司與媒體報導均指向2026年挑戰營收突破百億元。2025至2028年的主要成長動能可歸納為：一、影像應用從傳統數位相機延伸至邊緣AI、智慧家庭、人身安全、車載安全、智慧城市、機器視覺與工業自動化；二、機器人視覺、機器手臂協作感測模組、無人機光學模組、車隊管理、智慧城市AI鏡頭等新專案量產或出貨，提升新產品與NRE比重；三、公司持續以新一代SoC、神經網路引擎、Qualcomm QC6490 Android/Linux平台、NVIDIA AI與ISP影像校正、數位孿生等方向開發，強化邊緣AI影像處理；四、越南新廠、中國東莞與台灣三地配置提供地緣風險分散與客戶供應鏈彈性，2022至2025年設備更新累計投資約4,500萬美元，2026年規劃再投入約1,500萬美元提升產線設備與效率。2027至2028展望屬推估：若AI機器人、無人機、智慧城市、車載影像與智慧監控應用延續成長，佳能有機會從傳統相機ODM轉向高附加價值影像感測與系統整合供應商；但主要風險包括傳統數位相機市場長期萎縮、客戶集中且名稱保密、主要原物料如影像處理晶片/感測器/鏡頭受供應鏈與地緣政治影響、匯率與關稅不確定、AI與機器人專案量產時程不確定、同業競爭與毛利率波動。

Supply Chain

Upstream
  • 辛公司 年報以代號揭露之主要進貨供應商，2024年占進貨淨額10.97%、2025年截至前一季占14.40%；因契約或揭露規範未公開真實名稱，無法確認是否為上市櫃公司。
  • 索尼集團 Sony Group 全球主要影像感測器供應商，日本上市公司；佳能年報揭露主要原料包含影像感測器，但未確認索尼為直接供應商，列為產業鏈上游參考。
  • 高通 Qualcomm 美國上市SoC與通訊晶片供應商；佳能法說報導提到圍繞Qualcomm平台與QC6490進行Android/Linux開發，屬技術平台上游。
  • 輝達 NVIDIA 美國上市AI運算平台供應商；佳能法說報導提到NVIDIA平台結合AI與ISP影像校正、機器人平台與數位孿生應用，屬技術平台上游。
  • 大立光 3008 台股上市光學鏡頭廠；佳能年報揭露主要原料包含光學鏡頭，但未確認大立光為直接供應商，列為台股光學鏡頭上游代表。
  • 玉晶光 3406 台股上市光學鏡頭廠；屬影像模組供應鏈上游，未確認為佳能直接供應商。
  • 亞光 3019 台股上市光學元件與光學模組廠；可作為鏡頭/光學模組產業鏈上游與同業參考，未確認為佳能直接供應商。
Downstream
  • AA公司 年報以代號揭露之主要銷貨客戶，2024年占銷貨淨額48.21%、2025年截至前一季占55.40%；因保密協定未揭露名稱，無法確認掛牌狀態。
  • LL公司 年報以代號揭露之主要銷貨客戶，2024年占銷貨淨額10.48%；因保密協定未揭露名稱，無法確認掛牌狀態。
  • MM公司 年報以代號揭露之主要銷貨客戶，2025年截至前一季占銷貨淨額10.65%；因保密協定未揭露名稱，無法確認掛牌狀態。
  • 日本、歐美與亞洲品牌客戶 公司以ODM/OEM/EMS服務品牌客戶，應用於相機、運動相機、監控安防、車載影像、智慧家庭、視訊會議、機器視覺等；具體客戶多因保密未揭露。
  • Tier IV 日本自動駕駛新創，MoneyDJ資料指出佳能曾與其簽署戰略合作MOU，未上市；屬車載相機與自動駕駛影像應用下游/合作對象。
  • Mantis Robotics 美國矽谷機器人公司，未上市；MoneyDJ資料指出能率集團與佳能等投資，佳能並接獲近接感測器訂單，屬機器人感測模組下游/合作對象。
  • Agility Robotics 美國機器人新創，未上市；媒體報導佳能與能率為其投資相關方，屬人形機器人視覺與感測應用生態系下游，但直接銷售關係未完全確認。

Competitors

  • 亞光 3019 台股上市光學元件、光學模組與相機相關產品廠；MoneyDJ列為佳能數位相機代工競爭對手之一。
  • 佳凌 4976 台股上市光學鏡頭與光學元件廠；MoneyDJ列為佳能數位相機代工競爭對手之一。
  • 鴻海 2317 台股上市電子製造服務大廠；MoneyDJ列為數位相機代工競爭對手之一，亦在EMS/ODM能力上構成競爭。
  • 華晶科 3059 台股上市數位相機、影像產品與影像解決方案相關廠商，與佳能在相機/影像ODM領域具競爭或替代關係。
  • 群光 2385 台股上市電腦周邊與攝像頭模組供應商，在視訊/影像模組與電子製造服務部分應用具競爭或替代關係。
  • Flex Ltd. 美國那斯達克上市電子製造服務公司；MoneyDJ列為佳能數位相機代工競爭對手之一，非台股掛牌。
Sources（18）

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.