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3013

晟銘電 Computer & Peripherals As of 2026-06-17 Updated daily after market close

steady quality, fair valuation, no active signal today.

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

Is 晟銘電 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 71th market percentile. Latest quarterly ROE ≈ 5.3%.
Valuation is neutral.PE is in the 53th market percentile; within its own history, PE is around the 36th percentile.
Foreign investors are net selling.Foreign 20-day net flow ≈ -1.5% of volume (net sell).

Chip flow

Bearish -0.53

BearishNeutralBullish

Distribution to retail — bearish

Distribution to retail — bearish
國票-北高雄 holds 2,002 lots
sellers have 2,586 lots left, ~91 sessions to clear

Window from 2026-01-17 · Price -7% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 國票-北高雄 has accumulated 2,002 lots since the start (sold 0%), holding.
Main distributor 凱基-台北 peaked at 2,489 lots, has sold 81%, 471 left, ~6 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders -4.79pp, mid holders -13, retail +6.61pp — drifting down to retail.
Foreign hedge-desk net short Net short -4,259 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

國票-北高雄國泰-敦南台新-新莊玉山-台中第一金-新興元大-東泰

Distributing

凱基-台北新加坡商瑞銀國票證券港商野村台新花旗環球

Desks

own scale

富邦證券國泰證券美商高盛群益金鼎-敦南

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

Branch details Unit: lots

Accumulating

國票-北高雄 +2,002

sold 0%
國泰-敦南 +1,281

sold 0%· still adding
台新-新莊 +725

sold 12%
玉山-台中 +451

sold 0%· still adding
第一金-新興 +347

sold 0%· still adding
元大-東泰 +340

sold 0%

Distributing

凱基-台北 471 left

sold 81%· ~6 sessions to clear
新加坡商瑞銀 872 left

sold 34%· ~35 sessions to clear
國票證券 255 left

sold 61%· ~28 sessions to clear
港商野村 357 left

sold 40%· ~41 sessions to clear
台新 251 left

sold 52%· paused recently
花旗環球 337 left

sold 28%· ~91 sessions to clear

Desks

富邦證券 -3,523

unclassified
國泰證券 -1,622

unclassified
美商高盛 -1,461

hedge desk · will cover
群益金鼎-敦南 -1,292

unclassified

Still selling 2,586 lots ~91 sessions to bottom at most

Recent buy/sell force +2,165 absorbed / -1,489 sold buyers slightly ahead

Hedge-desk net short -4,135 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

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 +3.3%

20-40 +23.5% Now

40-60 +115.7%

60-80 +120.3%

80-100 -2.6%

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	788	+3.3%	-6.6%	40%	-14.2%
20-40 You are here	708	+23.5%	+2.3%	52.1%	+3.9%
40-60	298	+115.7%	+127.4%	81.9%	+85.7%
60-80	271	+120.3%	+153.3%	76%	+101%
80-100	266	-2.6%	-10.2%	39.5%	-12.4%

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 ≈ 24.78, at the 36.0th percentile of its own history (20-40 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

+3.8%

Win rate 49.6% Excess -5.5%

589d

Now

+32.5%

Win rate 64.8% Excess +16.3%

389d

+32.9%

Win rate 62.5% Excess +28.1%

301d

60-day momentum down

Win rate 44.4% Excess -7.1%

734d

+25.4%

Win rate 62.6% Excess +11.6%

337d

+7.1%

Win rate 24.8% Excess -0.8%

101d

Currently in “Mid × 60-day momentum up”: across 389 historical days, 120-day forward avg gained 32.5%, win rate 64.8%, beat the market by 16.3%.

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.

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.

22 times historically; 60-day forward avg +26.69%, win rate 59.1%, beating the market by +23.5 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).

80 times historically; 60-day forward avg +6.11%, win rate 57.1%, beating the market by +3.74 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.

62 times historically; 60-day forward avg +6.29%, win rate 50%, beating the market by +2.56 pts on average.

What does 晟銘電 do? Company profile

電腦及週邊設備業；伺服器機殼、機構件與液冷機櫃相關供應鏈上市（台灣證券交易所）

Overview

3013 對應證券為晟銘電子科技股份有限公司之上市普通股，簡稱晟銘電。公司成立於 1976/06/17，原以沖壓模具起家，1985 年投入電腦準系統/機殼，2002/09/16 掛牌上市。總部位於台北市內湖區民權東路六段27號2至6樓；董事長為林木和，總經理為羅志吉，發言人為莊家熒。公開基本資料顯示股本約新台幣 20.51 億元、已發行普通股約 205,138,930 股、簽證會計師為安侯建業，股務代理為中國信託商業銀行。公司登記實收資本額為新台幣 2,051,389,300 元，資本總額 3,000,000,000 元。主要股東依公開持股資料可見盛美精密工業股份有限公司與林木和持股比例較高，林木和亦為董事長；Yahoo 基本資料列董監持股比例約 17.20%，其他前十大股東細節未能在可擷取來源完整確認。公司據點/產能方面，官網與新聞資料顯示製造基地包含台灣、中國東莞、中國寧波，並新增泰國廠；2026 年 Computex 訪談提及台灣中壢、中國東莞、中國寧波、泰國共 4 座廠，台灣偏打樣與組裝，中國與泰國具較大沖壓產能。員工規模未能從本次可查證來源取得可靠數字，故不填具體人數。

Business

晟銘電是機構件 OEM/ODM 廠，核心業務為 PC、NB、Server、TV 與行動產品等機構件之沖壓、射出、組裝與銷售，以及精密模具設計製造。公司官網描述其為全球主要機構件 OEM/ODM 專業代工廠商及 MIM（金屬粉末射出成形）零組件製造商之一，產品服務包含伺服器標準品機殼、金屬零組件、數位電源供應器、散熱器與專案服務。114 年度（2025 年）年報索引頁揭露產品營收組合：電腦及伺服器機殼新台幣 10,309,421 千元、占 98%；模具新台幣 245,307 千元、占 2%，合計 114 年度合併營收約新台幣 10,554,728 千元，全年 EPS 4.03 元。公司商業模式以承接品牌廠、ODM/OEM 與雲端資料中心供應鏈需求為主，從金屬機構設計、模具、沖壓、鈑金、MIM、組裝到機櫃/液冷相關整合。客戶與終端應用方面，官方資訊多以全球 OEM/ODM 客戶、國際電腦大廠、雲端服務商需求描述；媒體報導則指出主要客戶包含廣達、緯穎，並透過廣達切入 Meta 等美系 CSP 的 AI 伺服器機櫃/水冷 Sidecar 供應鏈，但單一客戶與訂單多屬供應鏈與媒體資訊，公司通常不直接評論。

Outlook 2025–2028

2025 至 2028 年主要展望集中在 AI 伺服器、整櫃式伺服器、液冷機櫃與高功率資料中心基礎建設。114 年度年報/股東報告指出，AI、HPC 與雲端資料中心投資帶動高階伺服器及關鍵結構件需求，2025 年營收創歷史新高，水冷櫃技術獲客戶肯定；115 年營業計畫包含推廣 AI 伺服器相關產品、提供水冷與浸沒式液冷解方、深耕伺服器機殼及液冷機櫃、導入自動化與工業 4.0、擴充設備與新製程。研發方向包括 1U/2U Intel Edge MHS Server、Intel DC-MHS MDNO TYPE-2 2U Server、浸沒式冷卻設備、50KW 空氣輔助液冷/節能機櫃、水對氣/水對水液冷產品、雙寬機櫃、能源機櫃、BBU、不漏液系統原型機等。2026 年 Computex 訪談中，總經理羅志吉稱未來伺服器展望正向，雙寬機櫃已完成驗證，GB200/GB300 對水冷機櫃需求提升，並預估未來 2 至 3 年資本支出每年增加約 20% 至 30%，用於擴產與導入設備；同篇報導稱 Vera Rubin 平台可能於 2027 年放量，若實現將挹注營收。成長動能包括北美 CSP AI 基礎建設、ASIC 伺服器專案、GPU 平台升級、液冷滲透率提升、泰國廠與台灣擴產、客戶要求供應鏈分散。風險包括：AI 伺服器專案時程與驗證不確定、Sidecar/液冷產品良率與漏液風險、應收帳款與營運資金壓力、客戶集中與單一專案波動、資本支出擴張造成折舊與現金流壓力、原物料/匯率波動、中美貿易與地緣政治、伺服器機殼同業競爭、終端 CSP 資本支出循環。2027 至 2028 年營運仍高度依賴新一代 AI 平台與液冷架構是否持續放量，相關長期數字屬推估而非公司財測。

Supply Chain

Upstream

高力熱處理工業股份有限公司 8996 台股上市公司；液冷機櫃合作供應鏈，媒體與晟銘官網轉載新聞指出晟銘展出液冷機櫃導入高力 CDU（冷卻液分配裝置），亦涉及液冷/熱交換相關零組件。
嘉澤端子工業股份有限公司 3533 台股上市公司；液冷機櫃合作供應鏈，新聞指出晟銘液冷機櫃導入嘉澤快接頭，屬液冷管路連接關鍵零組件。
泰碩電子股份有限公司 3338 台股上市櫃公司；媒體報導提及其水冷板與晟銘等廠在液冷伺服器機櫃供應鏈互相搭配，直接供貨關係與金額未由公司正式揭露。
Intel Corporation 美國上市公司；晟銘年報揭露研發 Intel Edge MHS Server、Intel DC-MHS 相關機箱設計，官網新聞亦提及與 Intel 合作展示浸沒式散熱；非台股掛牌，stock_id 設為 null。

Downstream

廣達電腦股份有限公司 2382 台股上市公司；媒體報導稱為晟銘主要 AI 伺服器客戶/合作對象之一，並可能作為 Meta 等 CSP 專案之最終組裝與系統供應鏈角色；單一客戶金額未由公司正式揭露。
緯穎科技服務股份有限公司 6669 台股上市公司；媒體報導稱為晟銘主要 AI 伺服器客戶之一，應用於雲端資料中心伺服器/機櫃供應鏈；單一客戶金額未由公司正式揭露。
Meta Platforms, Inc. 美國上市公司、雲端/AI 資料中心終端客戶；媒體報導稱晟銘可能透過廣達切入 Meta AI 伺服器機櫃、部分水冷零組件與 Sidecar 供應鏈，非台股掛牌，stock_id 設為 null。
NVIDIA Corporation 美國上市公司、AI GPU/整櫃平台規格主導者；晟銘受惠 GB200、GB300、未來 Vera Rubin 等平台帶動機櫃與水冷 Sidecar 需求，但直接客戶關係未確認，非台股掛牌，stock_id 設為 null。

Competitors

勤誠興業股份有限公司 8210 台股上市公司；伺服器機殼/機構件主要同業，常與晟銘、迎廣並列 AI 伺服器機殼族群。
迎廣科技股份有限公司 6117 台股上櫃公司；電腦與伺服器機殼、電源供應器及機櫃相關產品同業，亦聚焦液冷與高階機殼題材。
營邦企業股份有限公司 3693 台股上櫃公司；工業電腦、伺服器機殼/系統整合相關同業，部分產品與高階伺服器機構件需求重疊。
邁科科技股份有限公司 6831 台股掛牌公司；伺服器與散熱相關供應鏈，於電腦週邊/AI 伺服器散熱與機構件題材中與晟銘有部分競合。
廣運機械工程股份有限公司 6125 台股上櫃公司；自動化、物流與機櫃/液冷相關整合供應鏈，與晟銘在 AI 資料中心基礎設施題材上有部分競合或合作可能。

Sources（23）

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.