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2462

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

quality needs a look, premium valuation.

1 active signal
Foreign buy
This page refreshes daily after the close. Add 良得電 to your watchlist to track signal changes on your next visit.
Valuation 39Quality 23Growth 38Momentum 64Chips 75

Is 良得電 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 23th market percentile. Latest quarterly ROE ≈ 0.0%.

  • Valuation is high.PE is in the 97th market percentile; within its own history, PE is around the 99th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 4.4% of volume (net buy).

  • Signals are active now.On the latest data, signals such as Foreign net buying 5 straight days are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.61
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 富邦-仁愛 holds 1,203 lots
  • sellers have 432 lots left, ~110 sessions to clear

Window from 2026-01-17 · Price +1% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 富邦-仁愛 has accumulated 1,203 lots since the start (sold 0%), still adding.
  • Main distributor 富邦-台南 peaked at 134 lots, has sold 46%, 72 left, ~38 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +1.19pp, mid holders +0, retail -0.53pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -589 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
富邦-仁愛群益金鼎-西松華南永昌-三重國泰-敦南永豐金-板盛美商高盛
Distributing
富邦-台南元大-福營永豐金-桃園永豐金-潮州元大-蘆洲富邦-竹北
Desks
own scale
元大-忠孝鼎富富邦-南京群益金鼎-市府元大-北府
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 富邦-仁愛 +1,203
    sold 0%· still adding
  • 群益金鼎-西松 +465
    sold 4%
  • 華南永昌-三重 +450
    sold 15%
  • 國泰-敦南 +282
    sold 3%· still adding
  • 永豐金-板盛 +206
    sold 0%· still adding
  • 美商高盛 +190
    sold 0%· still adding

Distributing

  • 富邦-台南 72 left
    sold 46%· ~38 sessions to clear
  • 元大-福營 33 left
    sold 74%· ~3 sessions to clear
  • 永豐金-桃園 76 left
    sold 38%· ~22 sessions to clear
  • 永豐金-潮州 59 left
    sold 35%· ~18 sessions to clear
  • 元大-蘆洲 34 left
    sold 60%· paused recently
  • 富邦-竹北 33 left
    sold 58%· ~18 sessions to clear

Desks

  • 元大-忠孝鼎富 -700
    unclassified
  • 富邦-南京 -447
    unclassified
  • 群益金鼎-市府 -428
    unclassified
  • 元大-北府 -290
    unclassified
Still selling 432 lots ~110 sessions to bottom at most
Recent buy/sell force +3,149 absorbed / -344 sold buyers slightly ahead
Hedge-desk net short -261 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 active now

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

Foreign net buying for 5 straight days

Active · now 5%

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

53 historical occurrences (since 2012-06-29)
Average forward return after Foreign net buying for 5 straight days。20-day: Win 50%, Sample 52, Median +0.17%, Excess -2.13%, Beat mkt rate 34.6%；60-day: Win 57.7%, Sample 52, Median +2.64%, Excess -3.48%, Beat mkt rate 42.3%；120-day: Win 54.9%, Sample 51, Median +1.76%, Excess -4.73%, Beat mkt rate 37.3%

120 days after: historical avg +3.98%

20-day -0.27%
60-day -0.17%
120-day +3.98%
20-day
60-day
120-day
Win
50%
57.7%
54.9%
Sample
52
52
51
Median
+0.17%
+2.64%
+1.76%
Excess
-2.13%
-3.48%
-4.73%
Beat mkt rate
34.6%
42.3%
37.3%

Over 51 occurrences, 120-day forward avg gained 3.98%, lagged the market by 4.73 pts; win rate 54.9%.

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 1Insufficient data
20-40 85+12.1% +13.1% 74.1% -5.7%
40-60 452-5.4% -18% 36.9% -29.6%
60-80 734+9.2% +8.9% 66.3% -15.1%
80-100 You are here1495+7.4% +0.4% 50.9% -4.4%

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 ≈ 359.29, at the 99.4th percentile of its own history (80-100 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
-13.2%
Win rate 0% Excess -18.1%
50d
+3.9%
Win rate 55.2% Excess -13.4%
328d
Now
+3.9%
Win rate 58% Excess -2.6%
1167d
60-day momentum down
Insufficient data
(20d)
-1%
Win rate 38.8% Excess -14.8%
459d
+3.5%
Win rate 51.3% Excess -4.6%
863d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1167 historical days, 120-day forward avg gained 3.9%, win rate 58%, lagged the market by 2.6%.

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.

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.

25 times historically; 60-day forward avg +5.9%, win rate 48%, beating the market by +2.2 pts on average.

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).

51 times historically; 60-day forward avg +0.32%, win rate 39%, beating the market by -0.79 pts on average.

What does 良得電 do? Company profile

電子零組件業；電源線、連接線、線束與連接器相關製造 上市；台灣證券交易所

Overview

2462 對應證券為良得電，為台灣證券交易所上市普通股，非 ETF、ETN、權證或特別股。公司全名為台灣良得電子股份有限公司，英文名 TAIWAN LINE TEK ELECTRONIC CO., LTD.，英文簡稱 LINETEK。公司成立於 1978/08/15，總部位於新北市深坑區北深路三段272號，上市日期為 2001/09/17。依公開股市資料，實收資本額約新台幣15.08億元，已發行普通股約150,784,482股。公司官網揭露其為電源線及 3C 周邊連接線製造商，全球設有多國辦事處，員工數官網首頁揭露為 280 名以上專業全職員工，合作廠商超過 1,200 家。管理階層方面，公司於 2026/05/27 公告董事長由陳龍水退休改由陳志銘接任；同日公告總經理由陳龍水退休改由周志宙接任。主要股東名單截至 2025/03/29，官網揭露前十大包含良維科技 36,335,611 股、持股 24.43%；世聯投資 4,000,000 股、2.66%；謝國雄 3,869,379 股、2.58%；陳志銘 2,800,000 股、1.86%；陳龍水 2,600,000 股、1.73%；鄭正昌 2,445,000 股、1.63%；顏少華 2,444,648 股、1.63%；林建兵 2,307,733 股、1.54%；惠林投資 1,983,580 股、1.32%；景富怡投資 1,917,939 股、1.28%。

Business

良得電主業為各類電源傳輸線組、訊號聯結線、通訊系統高效連接線組、車用與電動車充電線纜等產品之設計、製造與銷售。官網列示產品與應用包含電腦系統及電器類電源傳輸線組、資訊週邊產品訊號聯結線、通訊系統高效連接線組、智能電動車充電線；產品分類包含 AC 產品、雲端計算、DC 周邊線材、筆電周邊、多媒體、AC 適配器轉接頭與連接器。MoneyDJ 資料顯示 2024 年產品結構以資訊及電腦電器電源傳輸線為主，佔約95%，其他約5%；2024 年銷售區域為內銷14%、亞洲63%、美洲11%、歐洲12%。產品應用包括電腦、通訊、消費性電子、一般家電、資訊家電、智能數位家電、高頻傳輸、USB Type-C、電玩消費性電子、電動車充電線、雲端與伺服器相關線材。公司歷史資料顯示曾開發 HP 噴墨印表機電源線、Amazon Echo 喇叭電源線，並供應 Microsoft 與 Nintendo 遊戲機及伺服器電源傳輸線；2023 年跨入低軌衛星產業，製造並供應國際大廠電源線。商業模式以客製化線材、全球安規認證、海外工廠量產與品牌／代工客戶訂單為核心，材料端主要使用銅線、線材、銅片、銅管、架子類、PVC 粒、端子、磁環與 PLUG 等。

Outlook 2025–2028

2025 至 2028 年展望以 AI 伺服器、低軌衛星、電動車／旅充線、高毛利工業插頭、高溫家電線材與越南產能為主要變數。2025 年公開報導指出，公司將低軌衛星與 AI 伺服器視為兩大成長動能；伺服器業務以客製化利基型產品為主，2025 年首季營收占比約6.5%，全年目標或市場預期可望提升至約10%。低軌衛星方面，公司已切入國際客戶地面設備用 AC／DC 線材，並持續擴充 12W、20W、30W 等衛星用連接線規格，若美系低軌衛星客戶量產放大，2026 年起可能帶動較高毛利產品組合。越南廠是去中化與分散生產風險的關鍵，公司官網揭露 2024/05 越南新廠一期完成並取得 ISO-9001；法說資料摘錄顯示越南一期規劃 AC 8 條、DC 2 條、總產能約每月180萬件，二期若擴至 AC 28 條、DC 6 條，最大產能約每月650萬件。2026 年後動能包含 AI 伺服器利基電源線放量、國內通路電動車旅充線預計 2026 年第1季後陸續量產、高毛利工業插頭與家電高溫線材量產，以及低軌衛星客戶逐步放量。2027 至 2028 年的公開量化指引不足，較合理的研究假設是：若雲端資料中心、CSP 資本支出、低軌衛星地面設備部署與客戶去中化趨勢延續，良得電有機會提升非傳統 PC／家電線材比重與毛利率；反之，若低軌衛星客戶部署延遲、AI 伺服器認證或拉貨不如預期、電動車消費需求疲弱、銅與塑化原料上漲、匯率波動、越南新產能利用率不足或中國家電市場疲弱，營收與毛利將受壓。2026 年前5月累計營收約16.78億元、年減約1.67%，顯示短期成長尚未完全反映在營收，仍需追蹤新產品量產與客戶拉貨節奏。

Supply Chain

Upstream
  • 華新麗華 1605 產業上游銅材、銅線與線纜材料供應鏈代表；良得電重要原物料包含銅線、銅片、銅管，但未查得公開資料確認華新麗華為良得電直接供應商。
  • 華榮電線電纜 1608 產業上游電線電纜與銅線相關供應鏈代表；未查得公開資料確認為良得電直接供應商。
  • 台塑 1301 產業上游 PVC 等塑化材料代表；良得電重要原物料包含 PVC 粒，但未查得公開資料確認台塑為直接供應商。
  • 南亞 1303 產業上游塑膠、PVC 與電子材料代表；良得電用料包含 PVC 粒與線材相關塑膠材料，未確認直接供應關係。
  • 健和興 3003 端子與連接器相關台股公司，可視為線束產業上游／同業供應鏈代表；良得電用料包含端子與 PLUG，未確認直接供應關係。
Downstream
  • 惠普 HP 公司歷史資料揭露 1994 年開發 HP 噴墨印表機電源供應線，HP 為美國上市公司，非台股。
  • Amazon 公司歷史資料揭露 2011 年開發 Amazon Echo 喇叭電源線並供應；Amazon 為美國上市公司，非台股。
  • Microsoft 公司歷史資料揭露 2022 年開發並供應 Microsoft 遊戲機與伺服器電源傳輸線；Microsoft 為美國上市公司，非台股。
  • Nintendo 公司歷史資料揭露 2022 年開發並供應 Nintendo 遊戲機與伺服器電源傳輸線；Nintendo 為日本上市公司，非台股。
  • 美系低軌衛星客戶 媒體報導與公司資料顯示良得電切入低軌衛星地面設備與路由器用 AC／DC 線材，客戶多未具名；非台股或未確認掛牌資訊。
  • AI 伺服器代工與雲端客戶 媒體報導指出良得電 AI 伺服器電源線打入美系、台系代工大廠，但未具名；此處不填台股代號以避免誤認直接客戶。

Competitors

  • 貿聯-KY 3665 連接線、線束與高階應用線材同業；MoneyDJ 列為良得電同業。
  • 鎰勝 6115 電源線、電源連接器與訊號線同業；MoneyDJ 列為良得電同業。
  • 良維 6290 全球電源線與連接線組製造商，同時為良得電主要股東之一；MoneyDJ 列為同業。
  • 今皓 3011 連接線材、線束與連接器相關同業；MoneyDJ 列為良得電同業。
  • 萬泰科 6190 線材、連接線與網通相關線纜同業，可比於連接線材供應鏈。
  • 信邦 3023 連接器、線束與系統整合線材供應商，在工業、車用、通訊等應用與良得電部分產品競爭。
  • 正崴 2392 連接器、線材與電源相關產品供應商，屬電子零組件與連接器競爭族群。
  • 太空梭 2440 電線電纜與電子線材公司，在線材供應鏈與良得電部分應用重疊。
  • 建通 2460 連接器、端子與線材相關電子零組件公司，屬連接器與線材競爭族群。
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.