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2483

百容 Electronic Components As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation.

1 active signal
252d high
This page refreshes daily after the close. Add 百容 to your watchlist to track signal changes on your next visit.
Valuation 43Quality 30Growth 58Momentum 89Chips 26

Is 百容 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 27th market percentile. Latest quarterly ROE ≈ 0.6%.

  • Valuation is neutral.PE is in the 69th market percentile; within its own history, PE is around the 82th percentile.

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

  • Signals are active now.On the latest data, signals such as 252-day price high are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.18
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 凱基-北門 holds 868 lots
  • sellers have 115 lots left, ~65 sessions to clear

Window from 2026-01-17 · Price +82% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 凱基-北門 has accumulated 868 lots since the start (sold 0%), still adding.
  • Main distributor 摩根大通 peaked at 401 lots, has sold 44%, 225 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.58pp, mid holders -7, retail +2.42pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -587 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
凱基-北門國泰-敦南永豐金-大園元富群益金鼎-東湖中國信託
Distributing
摩根大通元大證券華南永昌兆豐-忠孝玉山-台中統一-三重
Desks
own scale
國票-和平統一-城中統一-桃園新光
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 凱基-北門 +868
    sold 0%· still adding
  • 國泰-敦南 +229
    sold 0%· still adding
  • 永豐金-大園 +227
    sold 0%· still adding
  • 元富 +191
    sold 1%
  • 群益金鼎-東湖 +188
    sold 0%· still adding
  • 中國信託 +145
    sold 13%· still adding

Distributing

  • 摩根大通 225 left
    sold 44%· paused recently
  • 元大證券 169 left
    sold 58%· paused recently
  • 華南永昌 48 left
    sold 83%· paused recently
  • 兆豐-忠孝 103 left
    sold 58%· paused recently
  • 玉山-台中 28 left
    sold 87%· ~1 sessions to clear
  • 統一-三重 45 left
    sold 78%· paused recently

Desks

  • 國票-和平 -850
    unclassified
  • 統一-城中 -762
    unclassified
  • 統一-桃園 -507
    unclassified
  • 新光 -427
    unclassified
Still selling 115 lots ~65 sessions to bottom at most
Recent buy/sell force +3,157 absorbed / -295 sold buyers slightly ahead
Hedge-desk net short -464 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.

252-day price high (breakout)

Active

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

28 historical occurrences (since 2009-09-18)
Average forward return after 252-day price high (breakout)。20-day: Win 42.9%, Sample 28, Median -1.08%, Excess -0.19%, Beat mkt rate 42.9%；60-day: Win 46.2%, Sample 26, Median -0.55%, Excess +1.49%, Beat mkt rate 42.3%；120-day: Win 64%, Sample 25, Median +8.56%, Excess +3.87%, Beat mkt rate 52%

120 days after: historical avg +10.49%

20-day +0.53%
60-day +5.78%
120-day +10.49%
20-day
60-day
120-day
Win
42.9%
46.2%
64%
Sample
28
26
25
Median
-1.08%
-0.55%
+8.56%
Excess
-0.19%
+1.49%
+3.87%
Beat mkt rate
42.9%
42.3%
52%

Over 25 occurrences, 120-day forward avg gained 10.49%, beat the market by 3.87 pts; win rate 64%.

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)
0-20 349+8% +7.7% 86.2% -9.9%
20-40 506+8.1% +6% 70% -4.1%
40-60 575+9.4% +4.2% 65.2% -6.9%
60-80 447+6.4% +2.8% 55.7% -4.3%
80-100 You are here761+2.2% -3.7% 39.3% -22.6%

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 ≈ 39.18, at the 81.6th 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
+0.4%
Win rate 50.5% Excess -6.6%
273d
+3.5%
Win rate 57.9% Excess -2%
579d
Now
+3.1%
Win rate 52% Excess -8%
562d
60-day momentum down
+9.7%
Win rate 84.4% Excess +3.3%
378d
+1.8%
Win rate 53.9% Excess -3.3%
317d
+3.4%
Win rate 57.2% Excess -10.3%
649d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 562 historical days, 120-day forward avg gained 3.1%, win rate 52%, lagged the market by 8%.

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.

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).

47 times historically; 60-day forward avg +3.08%, win rate 55.6%, beating the market by +0.72 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.

42 times historically; 60-day forward avg +2.5%, win rate 46.3%, beating the market by +0.13 pts on average.

What does 百容 do? Company profile

電子零組件業 上市（台灣證券交易所）

Overview

百容電子股份有限公司為台灣上市普通股，股票代號 2483，產業類別為電子零組件業，主要經營半導體導線架、程式開關、步進馬達等。公司 1981/12/08 設立，1999/09/02 上櫃，2001/09/17 轉上市，總部位於台中市南屯區工業區25路20號。董事長兼總經理為廖本林；公司在年報中說明董事長兼任總經理，係因半導體導線架、電子零組件、步進馬達等事業特性不同，各營運部門已設事業處總經理，但集團方向及資源整合需董事長統籌。依台灣證交所 2026/06/17 個股資訊，實收資本額為新台幣 1,078,898,070 元；員工人數依 2025 年報為 2025 年底 865 人、截至 2026/03/31 為 889 人。公司據點包含台中總廠、台中二廠、台中三廠、台北國內部、美國分公司 EXCEL CELL ELECTRONIC (USA) CORP.、中國安徽廠；公司沿革顯示 2022 年台中工業區三廠投入量產、2024 年台中工業區工業一路二期工程動工。主要股東依公司官網 2026/03/31 前十大股東資訊，包括廣納投資 8.37%、蕭灯堂 6.28%、廣大投資 5.40%、廖本林 4.97%、百合投資 4.04%、白金宜 3.92%、陳貴香 3.39%、王奮誌 2.71%、廖宜冠 2.25%、張閎皓 1.56%，另部分股東有配偶或未成年子女持股。

Business

百容為專業電子零組件與沖壓產品製造商，產品線分為半導體、電子零組件、繼電器、步進馬達。依 2025 年報，2025 年合併營收新台幣 1,761,575 仟元，營收比重為半導體 49%、電子零組件 26%、繼電器 13%、步進馬達 12%；2024 年比重為半導體 47%、電子零組件 27%、繼電器 11%、步進馬達 15%。半導體產品包含半導體導線架、均熱片，導線架為封裝關鍵載體，應用於新能源車、燃油車、高階家電、資通訊產品、工業控制、醫療設備等；均熱片應用於 HPC 伺服器、5G/6G 基站、ADAS、高效能 PC 等散熱需求。電子零組件包含程式開關、端子台、連接器、工業控制開關、晶片式電感、可復置式保險絲等；繼電器包含機械式與光耦繼電器；步進馬達應用於辦公自動化、工廠自動化、醫療器械、ATM、汽車、通信設備、空調與智能家電等。商業模式為自有研發、精密模具、沖壓、射出、自動化組裝、測試與全球銷售通路，並以中高價位、利基市場、客製化及品質可靠度作為競爭策略；公司亦透過 DigiKey 等電商平台及各國經銷體系擴大品牌曝光。2025 年銷售區域為內銷 25%、外銷 75%；外銷中亞洲占 63%、歐洲 9%、美洲 3%。年報揭露 2025 年單一主要銷貨客戶以代號 TY030 呈現，銷售 205,613 仟元、占 12%，未揭露實名。

Outlook 2025–2028

2025 年公司營收 17.62 億元，稅後淨利 65,531 仟元，EPS 0.60 元；營業面仍受成熟製程、車用、工業與消費電子復甦緩慢、關稅與地緣政治不確定影響，營業利益為負，但半導體與繼電器比重提升。2026 年公司營業計畫聚焦：一、擴展半導體導線架，開發歐美與東南亞新客戶，擴大車用電子元件、高功率導線架、AI 相關、智能與綠能產品；二、開發高效能處理器應用之均熱片；三、電子零組件對應環保綠能、電動車、智能家居、AI 伺服器電源供應器、新能源、充電樁、HVAC、安全監控與工業自動化；四、步進馬達擴充至車用膨脹閥線圈、電磁閥、風門執行器、線性步進馬達執行器、齒輪箱與模組化動力系統。2026 年研發項目包含 MOSFET / Power Discrete 導線架、CPU/GPU 均溫片、AOI 與自動收料、AI/車用/通訊/能源/工業用端子台與開關、40A-60A 大電流繼電器、碳化矽光耦繼電器、車用大燈模組與膨脹閥模組。2026 年 1 月營收 1.8 億元創 41 個月新高，半導體業務占比已逾 50%，並接獲油電混合汽車應用新訂單且開始出貨。2027-2028 年可觀察的中期動能包括 AI/HPC 帶動導線架與均熱片需求、車用與新能源車高功率元件、BMS、充電樁、工業自動化、HVAC、醫療與智能家居滲透；風險包括銅材價格與供應、成熟電子復甦不如預期、客戶代工地與終端庫存循環、關稅與地緣政治、導線架中國在地化與低價競爭、單一主要客戶占比逾 10%、新產品認證與量產良率。公司並未公開 2027-2028 具體財務預測，因此中期展望屬依公開計畫與產業趨勢推估。

Supply Chain

Upstream
  • 未揭露銅材供應商 DE036 2025 年報揭露為主要進貨供應商，2025 年進貨 235,849 仟元、占進貨淨額 25%，與公司無關係；年報以代號揭露，未公開實名。
  • 銅材、塑膠零件與金屬加工外包廠商 程式開關、繼電器、端子台、連接器與導線架主要原料包含銅材、塑膠原料、金屬加工件；部分塑膠零件與銅材零件由外包廠商製造，供應商未完整具名。
  • 日本磁簧開關供應商 年報指出繼電器主要零件磁簧開關係由國外進口；開關供應來源地含日本，供應商以代號 SD061、ST132 揭露，未公開實名。
  • IC 設計、晶圓製造與晶圓測試產業 半導體導線架位於封裝材料環節，上游包括晶片電路佈局、光罩、晶圓製造、晶圓測試等，屬產業上游關係，非百容年報揭露之特定供應商。
Downstream
  • 未揭露主要銷貨客戶 TY030 2025 年報揭露 2025 年銷售 205,613 仟元、占銷貨淨額 12%，與公司無關係；公司以代號揭露，未公開實名。
  • 半導體封裝、車用電子與功率元件客戶 導線架與均熱片下游應用於 IC 封裝、功率元件、新能源車、油電混合車、純電車高功率電池高壓元件、5G、IDM、智慧化應用；具名客戶未公開。
  • 工業控制、通訊、電腦週邊、安全防盜、家電、精密儀器與消費電子客戶 程式開關、端子台、連接器、繼電器主要下游；年報列示應用產業但未完整揭露具名客戶。
  • DigiKey 公司年報提及透過 DigiKey 等電商平台提升品牌曝光與全產品線推廣；DigiKey 為海外電子零組件通路，非台股掛牌公司。
  • MFP / OA 設備供應鏈客戶 公司步進馬達與相關零組件可應用於辦公自動化與多功能事務機；新聞指出 MFP 備貨需求增強帶動相關業績，但具名終端客戶未公開。

Competitors

  • 長華科技股份有限公司 6548 台股上市櫃導線架與封裝材料同業，市場常與順德、界霖並列為導線架主要台廠；與百容半導體導線架業務部分競爭。
  • 順德工業股份有限公司 2351 台股上市導線架與功率導線架廠，車用與功率元件導線架為主要競爭領域。
  • 界霖科技股份有限公司 5285 台股上市導線架廠，功率元件與車用導線架相關產品與百容部分重疊。
  • 一詮精密工業股份有限公司 2486 台股上市 LED 導線架與精密沖壓相關廠商，與百容沖壓/導線架部分應用有競爭或替代關係。
  • 日本開關、繼電器與端子台廠商 年報明確指出開關主要競爭者為日本廠商，繼電器與端子台市場亦面對日本、德國、中國等國際競爭者；非台股掛牌或未具名。
  • 中國大陸導線架供應商 年報指出中國大陸半導體產業快速發展與在地化供應，對既有導線架供應商形成價格與在地供貨競爭；未具名。
Sources（13）

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.