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3078

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

steady quality, discounted valuation, no active signal today.

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

Is 僑威 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 58th market percentile. Latest quarterly ROE ≈ 2.3%.
Valuation is low.PE is in the 10th market percentile; within its own history, PE is around the 48th percentile.
Foreign investors are net selling.Foreign 20-day net flow ≈ -0.1% of volume (net sell).

Chip flow

Bearish -0.46

BearishNeutralBullish

Distribution to retail — bearish

Distribution to retail — bearish
聯邦-三重 holds 550 lots
sellers have 739 lots left, ~82 sessions to clear

Window from 2026-01-17 · Price -16% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 聯邦-三重 has accumulated 550 lots since the start (sold 0%), still adding.
Main distributor 永興-台中 peaked at 310 lots, has sold 80%, 62 left, ~9 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders -5.73pp, mid holders -3, retail +5.75pp — drifting down to retail.
Foreign hedge-desk net short Net short -2,660 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

聯邦-三重元大證券凱基台灣企銀-北高雄凱基-三重凱基-台南

Distributing

永興-台中永豐金-板新富邦-公益兆豐-新竹台新-三民兆豐-員林

Desks

own scale

港商野村摩根大通新加坡商瑞銀港商麥格理

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

Branch details Unit: lots

Accumulating

聯邦-三重 +550

sold 0%· still adding
元大證券 +332

sold 15%
凱基 +330

sold 6%
台灣企銀-北高雄 +263

sold 0%
凱基-三重 +233

sold 0%
凱基-台南 +232

sold 23%· still adding

Distributing

永興-台中 62 left

sold 80%· ~9 sessions to clear
永豐金-板新 164 left

sold 43%· paused recently
富邦-公益 97 left

sold 35%· ~75 sessions to clear
兆豐-新竹 38 left

sold 72%· paused recently
台新-三民 80 left

sold 34%· paused recently
兆豐-員林 86 left

sold 27%· ~48 sessions to clear

Desks

港商野村 -7,705

hedge desk · will cover
摩根大通 -3,343

hedge desk · will cover
新加坡商瑞銀 -2,893

hedge desk · will cover
港商麥格理 -1,819

hedge desk · will cover

Still selling 739 lots ~82 sessions to bottom at most

Recent buy/sell force +1,020 absorbed / -488 sold buyers slightly ahead

Hedge-desk net short -2,310 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 +47.6%

20-40 +27%

40-60 +29.5% Now

60-80 +4.4%

80-100 +8.8%

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	1262	+47.6%	+25%	81.6%	+37%
20-40	665	+27%	+14.2%	58%	+15.6%
40-60 You are here	549	+29.5%	+18.8%	70.3%	+13%
60-80	443	+4.4%	-7.4%	41.3%	-32.3%
80-100	115	+8.8%	-2%	47%	-23.7%

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 ≈ 11.18, at the 48.4th percentile of its own history (40-60 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

+17.8%

Win rate 64.2% Excess +12.9%

716d

+13.2%

Win rate 55.7% Excess +3.5%

677d

+9.3%

Win rate 66% Excess -4%

371d

60-day momentum down

+21.1%

Win rate 63.8% Excess +16.1%

999d

Now

+1.3%

Win rate 41.4% Excess -14.9%

355d

-5.4%

Win rate 27.8% Excess -33.5%

36d

Currently in “Mid × 60-day momentum down”: across 355 historical days, 120-day forward avg gained 1.3%, win rate 41.4%, lagged the market by 14.9%.

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.

32 times historically; 60-day forward avg +8.36%, win rate 50%, beating the market by +6.12 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).

87 times historically; 60-day forward avg +7.44%, win rate 56.6%, beating the market by +3.98 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.

57 times historically; 60-day forward avg +11.34%, win rate 61.4%, beating the market by +7.68 pts on average.

What does 僑威 do? Company profile

電子零組件業；電源供應器上櫃

Overview

3078 對應證券為僑威科技股份有限公司，為櫃買中心上櫃普通股，非 ETF、ETN、權證或特別股。公司創立於 1993 年 10 月 5 日，公開發行日約為 2000 年 4 月 12 日，上櫃掛牌日為 2005 年 1 月 31 日。總部登記於桃園市桃園區幸福路 208 號 13 樓；公司官網與法說會資料亦稱營運總部位於桃園市桃園區。董事長為潘君威，總經理為楊琇華，發言人為財務長楊丹純。實收資本額約新台幣 2,273,910,640 元，已發行普通股 227,391,064 股。公司自述為台灣上市櫃電源供應器製造商，專注 OEM/ODM PSU 與 Power Solutions。員工規模方面，104 人力銀行公司頁揭露全球約 3,500 人；公開投資訊息網站也有母公司員工數口徑，兩者口徑不同，本研究採全球集團規模並在 notes 標示。主要股東方面，113 年度個體財報附表八揭露截至 2024-12-31 持股 5% 以上主要股東為宣合投資股份有限公司，持有 21,727,369 股、持股 9.55%。生產基地依 2024-12-11 法說會簡報，包括中國廣州貴冠與嘉葵、江西萬載昌聖，以及越南北寧、越南河內；法說會列示中國與越南均有電源產品與零組件產品布局。

Business

僑威主要從事各式電源供應器產品研發、生產與銷售，商業模式以 OEM/ODM 客製化電源產品、CWT 自有品牌與上游零組件垂直整合為核心。公司官網列示產品與應用包括 AI Intelligent Power System、PC Power、IPC/IPS Power、PoE Injector、PoE Modular、Open Frame、Adapter、Charger、Wireless Charging；產業應用涵蓋 AI power、Industrial、Medical、IoT、Gaming、Consumer、New Energy、Networking、Security Monitoring。2024-12-11 法說會簡報列示主要電源產品為 Desk PC Power、IPC/IPS Power、Open Frame、PoE Modular、PoE Injector、Adapter & Charger、Wireless Charging；主要零組件為磁性元件、連接線、金屬沖壓烤漆與塑膠成型。113 年度個體財報營業收入明細顯示，2024 年個體營收 7,294,915 仟元，其中電源供應器 7,247,636 仟元，其他電源設備與出售原物料等 47,279 仟元，顯示個體收入幾乎全部來自電源供應器。凱基證券頁面揭露經營比重為 Desk PC Power 78.84%、其他類電源供應器 20.36%、其他 0.8%；此為第三方整理口徑，與個體財報分類不同。經濟日報 2025-10 報導指出僑威以 PC 電源供應器為主，電競應用營收占比約八成，非 PC 營收占比約 15%，並拓展網通路由器、交換器、平板多功能充電器、醫療等應用。收入認列方面，113 年度個體財報說明商品銷貨收入來自電子設備產品銷售，於起運時點認列收入；應收帳款平均授信期間為 60 至 120 天。

Outlook 2025–2028

2025 至 2028 年展望以高瓦數 PC/電競電源、非 PC 電源應用、AI/邊緣運算電源、越南供應鏈布局與上游功率元件合作為主要變數。成長動能一：NVIDIA RTX 50 系列顯卡上市與 ATX 3.0/高瓦數升級帶動電源需求，工商時報/Yahoo 2025-05 報導指出僑威 2025 年 4 月營收 11.17 億元創歷史新高，累計前 4 月營收 39.56 億元、年增 44.63%，且 550W 以上電源產品成市場主流，750W 至 850W 級距為主要營收貢獻；經濟日報 2025-10 報導則指出 1000W 以上電競電源出貨動能強，RTX50 帶動高瓦數需求。成長動能二：非 PC 產品放量，公司受訪表示非 PC 產品 2026 年有機會放量，應用包含網通、交換器、充電器、醫療等，可降低對消費 PC 景氣循環的依賴。成長動能三：公司官網已將 AI power 作為產業應用與首頁主題之一，提供無人機、自主移動設備、AI 工作站與邊緣運算設備等電源解決方案；若 AI PC、邊緣 AI、工業與醫療設備升級持續，將帶動高效率、高可靠度與高功率密度電源需求。成長動能四：地緣政治與關稅壓力使客戶要求中國以外產能，經濟日報報導稱越南廠產能占比已達三成、中國大陸廠約七成；若越南零組件自製線整合順利，可能改善交期、關稅風險與成本結構。成長動能五：僑威 2026-04 宣布與華潤微電子簽署戰略合作協議，方向為電源供應技術與供應鏈資源整合，對功率半導體與高效率電源平台可能有中長期助益。主要風險包括：消費性 PC/電競終端需求不穩、通路庫存去化不如預期、客戶提前拉貨後造成季度波動、人民幣/美元/新台幣匯率變動、中國白牌電源殺價競爭、關稅與地緣政治造成產能調度壓力、越南廠良率與垂直整合效益不確定、主要客戶集中度與 OEM/ODM 議價壓力，以及 AI/非 PC 電源產品由樣品或小量訂單轉為大量營收的時程不確定。2027 至 2028 年未見公司正式量化指引，本段屬基於已揭露產品線、產能布局與產業趨勢的研究推估。

Supply Chain

Upstream

華潤微電子中國/香港資本市場相關半導體公司；僑威 2026-04 官網新聞稱雙方簽署戰略合作協議，整合電源供應技術與供應鏈資源，屬功率元件與電源技術上游合作夥伴。
江西萬載昌聖僑威法說會列示之中國生產基地，負責零組件產品；未確認為台股上市櫃公司。
僑威越南河內僑威法說會列示之越南生產基地，負責零組件產品；屬集團海外製造/垂直整合環節，未上市。
僑威越南北寧僑威法說會列示之越南生產基地，負責電源產品，且 104 公司頁提到北寧與河內建置磁性元件、線材、五金沖壓、塑膠射出等零件自製產線；未上市。
廣州貴冠與嘉葵僑威法說會列示之中國廣州生產基地，負責電源產品；屬集團海外製造環節，未確認台股掛牌。

Downstream

全球 PC、電競品牌客戶群公司官網稱產品供應大陸、美國、歐洲等地並成為全球各個 PC 大廠指定夥伴；經濟日報報導稱電競知名品牌幾乎都是僑威客戶，但公司未逐一公開客戶名稱。
網通、交換器與通訊設備客戶群公司官網與經濟日報報導均提到 Networking、路由器與交換器等非 PC 應用；未公開具體客戶名單。
醫療設備客戶群公司官網列示 Medical 應用，提供符合醫療安規之電源解決方案；未公開具體客戶名單。
新能源與電動車充電應用客戶群公司官網列示 New Energy，並稱跨入無線充電產品與電動車充電樁產品；未公開具體客戶名單。
Corsair 美國 PC 零組件品牌；多個公開硬體社群與拆解討論長期指稱 CWT 為部分 Corsair PSU OEM，但非僑威正式揭露客戶，僅作為下游可能客戶線索。
Cooler Master（訊凱國際）台灣未上市 PC 零組件/散熱品牌；公開市場與社群討論常見 CWT 代工部分品牌 PSU 的說法，但僑威未正式揭露個別客戶，故信心較低。

Competitors

台達電 2308 台股上市電源與電源管理大廠，涵蓋伺服器、資料中心、工業與車用等高階電源，與僑威在電源供應器廣義市場競爭，但產品與客戶層級較高階且多元。
光寶科 2301 台股上市電源供應器與電子零組件大廠，布局雲端、AI 伺服器、PC 與消費電子電源，為電源供應器族群主要同業。
康舒 6282 台股上市電源供應器廠，產品涵蓋伺服器、通訊、工業、醫療與新能源電源，與僑威在非 PC 與高效率電源領域有競爭。
群電 6412 台股上市電源供應器與充電器廠，主要應用於筆電、智慧裝置與電源轉換產品，與僑威在 Adapter、Charger 與部分電源模組市場競爭。
全漢 3015 台股上市電源供應器廠，產品涵蓋 PC、工業、醫療、開放式電源與適配器，與僑威產品線重疊度高。
偉訓 3032 台股上市電源供應器與機殼廠，2025 年同受 RTX 50 顯卡換機潮帶動，與僑威在電競/PC 電源市場直接競爭。
飛宏 2457 台股上市電源供應器、充電器與充電樁相關廠商，與僑威在適配器、充電器及新能源充電應用有競爭或比較關係。
海韻電子台灣未上市電源供應器品牌與製造商，全球 PC/電競 PSU 市場知名度高；未在台股上市櫃，stock_id 設為 null。
Super Flower 振華電腦台灣未上市電源供應器廠，為高階 PC/電競 PSU 同業；未在台股上市櫃。

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.