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3003

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

steady quality, premium valuation.

2 active signals

252d high Revenue ≥20%

This page refreshes daily after the close. Add 健和興 to your watchlist to track signal changes on your next visit.

Is 健和興 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 58th 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 100th percentile.
Foreign investors are net selling.Foreign 20-day net flow ≈ -0.8% of volume (net sell).
Strong revenue growth.Latest monthly revenue YoY ≈ 52.8%, above the 20% growth threshold.
Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.80

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
台新-城東 holds 481 lots
sellers have 104 lots left, ~14 sessions to clear

Window from 2026-01-17 · Price +37% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 台新-城東 has accumulated 481 lots since the start (sold 0%), still adding.
Main distributor 台灣摩根士丹利 peaked at 862 lots, has sold 50%, 428 left, paused recently.
TDCC big holders (absolute) >1000-lot holders +1.59pp, mid holders +1, retail -1.25pp — concentration shifting upward.
Foreign hedge-desk net short Net short -349 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

台新-城東美商高盛元大-敦南台新兆豐-寶成永豐金-新店

Distributing

台灣摩根士丹利元大-成功凱基-中山群益金鼎-彰化元大-復北富邦-陽明

Desks

own scale

富邦-南屯群益金鼎港商野村華南永昌-彰化

Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline

Branch details Unit: lots

Accumulating

台新-城東 +481

sold 0%· still adding
美商高盛 +385

sold 20%· still adding
元大-敦南 +270

sold 0%· still adding
台新 +220

sold 0%· still adding
兆豐-寶成 +168

sold 0%
永豐金-新店 +162

sold 19%

Distributing

台灣摩根士丹利 428 left

sold 50%· paused recently
元大-成功 106 left

sold 32%· paused recently
凱基-中山 51 left

sold 42%· ~14 sessions to clear
群益金鼎-彰化 38 left

sold 55%· paused recently
元大-復北 42 left

sold 26%· paused recently
富邦-陽明 28 left

sold 50%· paused recently

Desks

富邦-南屯 -688

unclassified
群益金鼎 -506

unclassified
港商野村 -274

hedge desk · will cover
華南永昌-彰化 -171

unclassified

Still selling 104 lots ~14 sessions to bottom at most

Recent buy/sell force +2,340 absorbed / -117 sold buyers slightly ahead

Hedge-desk net short -243 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.

252-day price high (breakout)

Active

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

25 historical occurrences (since 2009-09-28)

120 days after: historical avg +21.25%

20-day +5.18%

60-day +11.05%

120-day +21.25%

20-day

60-day

120-day

Win

64%

66.7%

62.5%

Sample

Median

+4.46%

+7%

+19.2%

Excess

+3.98%

+8.19%

+15.1%

Beat mkt rate

56%

62.5%

Over 24 occurrences, 120-day forward avg gained 21.25%, beat the market by 15.1 pts; win rate 62.5%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 52.8%

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

56 historical occurrences (since 2007-04-23)

120 days after: historical avg +1.62%

20-day +2.36%

60-day +4.56%

120-day +1.62%

20-day

60-day

120-day

Win

53.2%

55.6%

36.4%

Sample

Median

+2.06%

+3.86%

-4.09%

Excess

+1.08%

+0.78%

-1.88%

Beat mkt rate

51.1%

44.4%

31.8%

Over 44 occurrences, 120-day forward avg gained 1.62%, lagged the market by 1.88 pts; win rate 36.4%.

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.

0-20 +55.4%

20-40 +32.2%

40-60 +23.5%

60-80 +8.4%

80-100 -0.3% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	338	+55.4%	+9.4%	86.1%	+31%
20-40	379	+32.2%	+18.6%	83.1%	+2.8%
40-60	611	+23.5%	+6.3%	62.5%	+3.4%
60-80	693	+8.4%	-0.6%	49.2%	-6.2%
80-100 You are here	1022	-0.3%	-10.7%	38.8%	-8.4%

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 ≈ 66.34, at the 100.0th 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

+15.2%

Win rate 67% Excess +6.8%

191d

-2.7%

Win rate 35.9% Excess -8.7%

443d

Now

+14.4%

Win rate 53.1% Excess +8%

1007d

60-day momentum down

+18.8%

Win rate 87.8% Excess +5.2%

377d

+5.3%

Win rate 49.2% Excess -4.5%

632d

-1.2%

Win rate 38.6% Excess -10.3%

513d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1007 historical days, 120-day forward avg gained 14.4%, win rate 53.1%, beat 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.

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.

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.

61 times historically; 60-day forward avg +6%, win rate 63.3%, beating the market by +1.1 pts on average.

What does 健和興 do? Company profile

電子零組件業；端子、連接器、配線器材台灣證券交易所上市

Overview

3003 對應證券為健和興端子股份有限公司，屬台灣證券交易所上市普通股。公司前身可追溯至 1973 年於彰化成立，公開市場基本資料列示成立日為 1978/02/10，上市日為 2002/02/19。總部暨連接器事業處位於彰化縣線西鄉彰濱東三路8號。董事長鄭克彬，總經理鄭傑元，發言人曾玉卿。實收資本額約新台幣 1,556,548,900 元，已發行普通股約 155,654,890 股。2024 年年報列示截至 2025/04/30 員工合計約 1,320 人。公司主要生產基地包括台灣彰化、中國蘇州，並布局泰國、印度等海外據點；2024 年年報列示 K.S.Terminals Technology Thailand 與 K.S.Terminals India Private Limited 等轉投資。主要股東與董監持股方面，公開資訊可見京寶投資、彩穎投資及鄭氏家族相關持股，惟未確認有單一持股超過 10% 之大股東；鉅亨網資料顯示前十大持股約 17% 至 18%。2024 年營收為新台幣 45.45 億元，年增 9.00%；稅後純益 6.13 億元，EPS 3.88 元；2025 年自結 EPS 約 0.99 元，主因車用充電槍庫存調整與海外投資成本等拖累。

Business

健和興為端子與連接器製造商，商業模式以自有設計、模具、沖壓、電鍍、射出、組裝與全球銷售為核心，產品銷售多透過國內外進口商、間接外銷貿易商及客戶專案供應。2024 年年報列示主要產品營業比重為連接器及配線器材 94.43%、其他 5.57%。主要產品包含電工端子、汽車與電動車連接器、EV 充電槍與充電座、電池模組化連接器 BMC、太陽能 PV 連接器、儲能系統連接器、束線帶與相關配線器材。終端應用涵蓋資通訊設備、SPS/UPS 電源供應器、基地台、工業電腦、家電、配電盤與輸配電設備、工業自動化、交通運輸、電動車、電動機車、充電站、太陽能、風電與儲能系統。2025 至 2026 年新聞與法說資訊顯示，綠電、儲能與 AI 伺服器大電源連接器需求成為主要成長來源；2026 年報導指出綠能與儲能應用占比已達約八成，但此為媒體與法人資訊，非年報分產品正式揭露。公司直接客戶多以代號或通路形式揭露，年報未完整揭露具名終端客戶。

Outlook 2025–2028

2025 年公司面臨車用充電槍客戶庫存調整、費用與海外投資成本壓力，全年自結 EPS 約 0.99 元，明顯低於 2024 年。2026 年起，成長主軸轉向綠電基建、儲能、輸配電、配電系統、AI 伺服器電力供應與 BBU 相關大電流連接器。公司與媒體報導均指出儲能與綠電市場需求較明確，車用與家電則偏保守；印度廠最快 2026 年下半年認證與小量試產，泰國廠採衛星工廠模式服務客戶移轉與輸配電需求。中長期至 2028 年的成長動能包括：各國電網升級與再生能源併網造成儲能需求增加，AI 資料中心用電量上升帶動 UPS、BBU、電源與大電流連接器需求，電動車充電標準如 NACS、CCS 與高功率液冷充電槍持續演進，以及印度、東南亞在地化生產與供應鏈分散。主要風險包括：銅價與塑膠原料波動、美元與人民幣匯率波動、關稅與地緣政治造成供應鏈重組成本、車用充電槍規格轉換與客戶庫存循環、低階端子與束線帶價格競爭、印度與泰國新廠認證量產不如預期、主要客戶未具名導致外部難以驗證終端需求。2027 至 2028 年數字性預測未見公司正式指引，故僅能定性判斷為儲能與 AI 電力需求若延續，營收結構將更偏向高電流與高可靠度連接器。

Supply Chain

Upstream

銅板供應商 B0001、B0150 年報揭露主要產品原料為銅板，2024 年主要銅板供應商以代號 B0001、B0150 表示，未揭露公司全名；屬直接上游原料供應商。
國內銅材與金屬加工供應商公司稱原物料來源係與國內供應商長期合作，採分散採購；未揭露完整名單。
第一銅 2009 台股上市銅材廠，屬產業上游可比供應鏈公司；未確認為健和興直接供應商。
華新 1605 台股上市電線電纜與銅材相關公司，屬產業上游金屬材料供應鏈；未確認為健和興直接供應商。
台塑 1301 塑膠原料上游代表廠商，健和興配線器材與連接器射出件需塑膠原料；未確認為直接供應商。
電鍍與金屬表面處理加工廠健和興製程包含電鍍與金屬表面處理，部分委外給具環保許可之加工廠；未揭露具名供應商。

Downstream

國內外進口商與間接外銷貿易商年報明確說明銷售管道主要透過國內外進口商或間接外銷貿易商，銷售對象分散。
客戶代號 22JP20002 年報揭露 2023 年曾占銷貨淨額 11.00% 的主要客戶，以代號揭露且未公開公司名稱；2024 年未見具名主要客戶集中。
充電站營運商與充電系統設備製造商 EV 充電槍、充電座與轉接頭的下游應用，包括民營與公共充電站、充電設備代工廠；年報列為下游應用類別，未具名。
電動車、電動機車與電動巴士整車或代工廠車用連接器與充電槍的下游應用；包含海外與未上市車廠，直接客戶未由公司完整揭露。
儲能系統、UPS、SPS、AI 伺服器電力供應與電源設備廠 BMC、大電流連接器與綠電連接器的主要下游；媒體指出 AI 電力供給與儲能需求帶動 2026 年營收，具名客戶未確認。
台達電 2308 台股上市電源、UPS、儲能與資料中心電力設備大廠，屬產業下游與潛在應用端；市場傳聞曾提及合作關係，但公司未正式確認為直接客戶。
光寶科 2301 台股上市電源供應器與伺服器電源相關公司，屬產業下游應用端；未確認為健和興直接客戶。
中興電 1513 台股上市電力、重電與儲能相關公司，屬綠電與輸配電下游應用端；未確認為直接客戶。

Competitors

TE Connectivity 全球連接器大廠，瑞士/美國上市背景，與健和興在車用、工業、能源連接器部分應用競爭。
Amphenol 美國上市全球連接器大廠，產品涵蓋高電流、工業、通訊與車用連接器。
Molex Koch 集團旗下全球連接器廠，非台股掛牌，與健和興在多類連接器市場競爭。
Phoenix Contact 德國工業連接器與端子台大廠，非台股掛牌，於儲能、工業與電力連接方案具競爭關係。
信邦 3023 台股上市連接線與電子零組件廠，與健和興在工業、綠能、車用與客製化連接方案有部分競爭或替代關係。
貿聯-KY 3665 台股上市線束與連接線大廠，應用涵蓋車用、工業、資料中心與電力，與健和興部分終端市場重疊。
宏致 3605 台股上市連接器廠，產品涵蓋電腦、通訊、車用等連接器，屬台灣連接器同業。
佳必琪 6197 台股上市連接器與線材廠，部分產品與應用市場重疊。
凡甲 3526 台股上市連接器廠，較偏伺服器、工業與高階連接器，與健和興在高可靠度連接器市場具間接競爭。
嘉澤 3533 台股上市伺服器與高速連接器廠，產品定位較偏 CPU socket 與高速連接器，但同屬連接器產業競爭群。
華偉 6107 台股上櫃配線器材與束線帶廠，年報列示為台灣束線帶主要廠商之一，與健和興配線器材產品競爭。
永裕 1323 台股上市塑膠產品廠，年報列示為台灣束線帶主要廠商之一，與健和興配線器材部分競爭。

Sources（14）

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.