Skip to main content
Free trial

Ask AI to review this stock

Copy the prompt to get recent events, historical reactions, and a short research brief.

Tell your AI:

Help me set up FinLab and analyze 2460 建通. Please read: https://finlab.finance/en/setup?stock=2460

No install, open FinLab Studio

2460

建通 Electronic Components As of 2026-06-17 Updated daily after market close

quality needs a look, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 建通 to your watchlist to track signal changes on your next visit.
Valuation 17Quality 40Growth 88Momentum 84Chips 72

Is 建通 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 39th market percentile. Latest quarterly ROE ≈ 1.2%.

  • Valuation is high.PE is in the 82th market percentile; within its own history, PE is around the 75th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 3.7% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 71.8%, 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

Bearish -0.21
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 兆豐-公益 holds 422 lots
  • sellers have 326 lots left, ~53 sessions to clear

Window from 2026-01-17 · Price +53% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 兆豐-公益 has accumulated 422 lots since the start (sold 7%), now trimming.
  • Main distributor 美商高盛 peaked at 517 lots, has sold 68%, 164 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders -1.50pp, mid holders +0, retail +1.63pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -67 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
兆豐-公益元大-竹科元大-員林中山台新光和台灣企銀-台中
Distributing
美商高盛凱基-台北摩根大通台灣摩根士丹利兆豐-鹿港新加坡商瑞銀
Desks
own scale
元大-路竹富邦-左營玉山證券合庫-台中
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 兆豐-公益 +422
    sold 7%
  • 元大-竹科 +398
    sold 12%· still adding
  • 元大-員林中山 +318
    sold 1%
  • 台新 +315
    sold 9%· still adding
  • 光和 +255
    sold 18%
  • 台灣企銀-台中 +231
    sold 0%

Distributing

  • 美商高盛 164 left
    sold 68%· paused recently
  • 凱基-台北 240 left
    sold 51%· paused recently
  • 摩根大通 119 left
    sold 70%· paused recently
  • 台灣摩根士丹利 261 left
    sold 30%· paused recently
  • 兆豐-鹿港 154 left
    sold 45%· paused recently
  • 新加坡商瑞銀 128 left
    sold 54%· paused recently

Desks

  • 元大-路竹 -2,622
    unclassified
  • 富邦-左營 -1,150
    unclassified
  • 玉山證券 -642
    unclassified
  • 合庫-台中 -272
    unclassified
Still selling 326 lots ~53 sessions to bottom at most
Recent buy/sell force +892 absorbed / -193 sold buyers slightly ahead
Hedge-desk net short -67 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)

Weak direction: big-holder share fell while retail share rose.

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 71.83%

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

58 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 61.9%, Sample 42, Median +2.52%, Excess -0.77%, Beat mkt rate 52.4%；60-day: Win 52.5%, Sample 40, Median +1.2%, Excess -1.29%, Beat mkt rate 40%；120-day: Win 35.9%, Sample 39, Median -3.64%, Excess -7.02%, Beat mkt rate 28.2%

120 days after: historical avg +4.51%

20-day +1.23%
60-day +4.71%
120-day +4.51%
20-day
60-day
120-day
Win
61.9%
52.5%
35.9%
Sample
42
40
39
Median
+2.52%
+1.2%
-3.64%
Excess
-0.77%
-1.29%
-7.02%
Beat mkt rate
52.4%
40%
28.2%

Over 39 occurrences, 120-day forward avg gained 4.51%, lagged the market by 7.02 pts; win rate 35.9%.

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 0Insufficient data
20-40 1Insufficient data
40-60 99+2.6% -26.5% 48.5% -1.4%
60-80 You are here183-21.4% -22.2% 16.9% -21.2%
80-100 581+55.5% +25.5% 74.2% +0.4%

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 ≈ 29.49, at the 74.6th 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
Insufficient data
(0d)
-33.9%
Win rate 0% Excess -20.8%
58d
Now
+20.7%
Win rate 48.8% Excess +0.3%
381d
60-day momentum down
Insufficient data
(7d)
-7.1%
Win rate 41.1% Excess -6.1%
185d
+24%
Win rate 69.7% Excess -0.3%
353d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 381 historical days, 120-day forward avg gained 20.7%, win rate 48.8%, beat the market by 0.3%.

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.

27 times historically; 60-day forward avg +9.58%, win rate 65.4%, beating the market by +4.51 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.

40 times historically; 60-day forward avg +7.56%, win rate 51.3%, beating the market by +2.69 pts on average.

What does 建通 do? Company profile

電子零組件業 上市

Overview

2460 對應證券為建通精密工業股份有限公司，屬台灣證券交易所上市普通股。公司統一編號 84433564，成立日為 1993-07-16，上市日為 2001-09-17，總部位於高雄市路竹區大同路513巷138號。交易所 OpenAPI 於 2026-06-16 出表資料顯示，董事長為蘇敦禮，總經理為何易霖，發言人為陳正澔，實收資本額新台幣 1,692,000,000 元，已發行普通股 169,200,000 股，每股面額新台幣 10 元，簽證會計師事務所為勤業眾信聯合會計師事務所。公司官網沿革稱其源於 1977 年創立，1993 年 7 月改組並購入工廠用地；2000 年上櫃掛牌，2001 年核准於台灣證券交易所上市買賣。主要生產據點包含高雄路竹、東莞、蘇州、越南。公開股市資料顯示員工規模約 1,929 人；董監持股比例約三成以上，主要法人股東資料可見鼎曜投資、成豐投資、佑豐投資等，但持股數會隨申報轉讓變動，應以最新年報及股東名簿為準。

Business

建通是端子及端子周邊產品製造商，傳統核心為家電端子、電源線連接器、線束連接器、電工端子、車用連接器及高精密電子連接器，並延伸至環保微無鉛銅製品、異型導體銅材、高導電匯流銅排、平板材、細晶銅桿、無氧壓延銅箔等特殊新型銅材。MoneyDJ 彙整資料顯示，2024 年產品營收比重為家電端子 83%、車用連接器 7%、環保微無鉛銅製品 7%、電工端子 1%、異型導體銅材製品 1%；銷售地區為中國大陸 86%、台灣 5%、越南 4%、其他 5%。主要原物料為黃銅板、銅條及工程塑膠。商業模式以端子、連接器與銅材零組件之設計、沖壓、機加工、電鍍、煉銅與銅材加工為主，銷售給家電、電源線、車用線束、電子通訊、電機電子、醫療、通訊、新能源車、伺服器散熱與電力傳輸等應用客戶。近年策略由傳統端子製造逐步轉向高導電、高純度、特殊形狀銅材供應，並利用越南廠銅料回收與熔煉再生成銅合金，以降低材料成本及提高垂直整合程度。

Outlook 2025–2028

2025 至 2028 年展望核心在特殊新型銅材放量、AI 伺服器散熱與電力應用、車用與新能源需求，以及中國大陸新型國標半絕緣插頭規範切換。公司 2025-11 法說會資訊指出，特殊新型銅材已切入 AI 散熱與 Busbar 電力應用原料，並與客戶合作開發微通道液冷產品；高雄特殊新型銅材廠於 2025 年 3 月量產，產品包括高導電匯流銅排、異型導體銅材、平板材、細晶銅桿、無氧壓延銅箔，2025 年 9、10 月占營收突破一成，前十月比重約 7.3%，公司目標 2026 年台灣廠特殊銅材成長 50% 至 100% 並轉盈。2026-06 新聞稱 AI 液冷微通道散熱銅材 5 月已送樣，最快 2026 年底至 2027 年初開始出貨，若通過驗證，可能成為第二成長曲線。中國 GB1002-2024 新型國標半絕緣插頭預計 2027 年 8 月起全面使用，公司稱已涉入電器電源線、車用電源線、排插及適配器等領域，若規格切換順利，2026 下半年至 2027 年可能推升半絕緣插頭端子需求。主要風險包括：銅價與匯率波動、特殊銅材良率與產能爬坡不如預期、AI 散熱材料驗證期長且客戶未公開、傳統端子受中國與東南亞競爭及美國關稅影響、東莞廠轉型與人員精簡費用、下游家電與車用需求循環、以及高雄新廠固定成本在稼動率不足時壓抑毛利。2027 至 2028 年較屬推估：若特殊銅材、國標插頭、AI 液冷銅材均完成驗證並取得長約，營收結構可由家電端子高度集中轉向端子加高階銅材雙主軸；反之若驗證延後或銅價反轉，獲利改善幅度可能低於市場預期。

Supply Chain

Upstream
  • 黃銅板、銅條供應商 主要原物料來源；公司未在可查公開資料中揭露固定具名供應商，原料價格受國際銅價影響。
  • 工程塑膠供應商 端子與連接器產品使用之主要原物料之一；供應商未公開具名。
  • 越南建通電子五金責任有限公司 集團內越南生產與煉銅據點，進行銅料回收、熔煉再生成銅合金，自用或銷售；未在台股掛牌。
  • MIKRON 公司沿革提及引進瑞士 MIKRON 全自動多站聯製機，用於提升端子自動化生產效率；非台股掛牌。
Downstream
  • 家電與電源線插頭製造客戶 家電端子為 2024 年最大營收來源，應用於民生電器、各國插頭、電動工具、排插與適配器；客戶未公開具名。
  • 車用線束與車用電子客戶 車用連接器與異型導體銅材應用於車用線束、車用電子產品、新能源車電池模組、ABS、IGBT 導線架等；客戶多未公開具名。
  • TE Connectivity 公司官網沿革稱 2021 年機加工製程通過 TE 合格供應商審查；TE 為美國上市連接器大廠，非台股掛牌，此關係不等同於已揭露重大客戶。
  • AI 伺服器散熱與電力應用客戶 特殊新型銅材應用於 AI 散熱、Busbar、微通道液冷產品及伺服器導熱散熱銅件；公開資料未確認具名客戶，NVIDIA 相關描述主要為終端架構/供應鏈應用推論。

Competitors

  • 胡連精密股份有限公司 6279 台股上市櫃公司，車用連接器與端子相關同業；MoneyDJ 將胡連列為建通競爭對手之一。
  • 健和興端子股份有限公司 3003 台股上市櫃公司，端子、連接器與電工零組件同業；MoneyDJ 將健和興列為競爭對手之一。
  • TE Connectivity / AMP 全球連接器大廠，美國上市；MoneyDJ 列 AMP 為競爭對手，TE 亦為建通曾通過供應商審查之大型下游客戶/同業生態參與者。
  • Molex 全球連接器大廠，非台股掛牌；MoneyDJ 列為競爭對手。
  • JST 端子 日本端子與連接器廠，非台股掛牌；MoneyDJ 列為競爭對手。
  • KET 韓國端子與連接器廠，非台股掛牌；MoneyDJ 列為競爭對手。
  • ETCO 海外端子廠，非台股掛牌；MoneyDJ 列為競爭對手。
  • 信盛、加煒、捷士美、威力盛、信昇 台灣端子或連接器相關同業，但未確認為台股上市櫃公司，故 stock_id 設為 null。
Sources（11）

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.