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3349

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

quality needs a look, premium valuation, no active signal today.

This page refreshes daily after the close. Add 寶德 to your watchlist to track signal changes on your next visit.
Valuation 21Quality 5Growth 62Momentum 29Chips 80

Is 寶德 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 6th market percentile. Latest quarterly ROE ≈ -6.6%.

  • Valuation is high.PE is in the 85th market percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 5.9% of volume (net buy).

Chip flow

Bearish -0.49
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 凱基-站前 holds 990 lots
  • sellers have 366 lots left, ~82 sessions to clear

Window from 2026-01-17 · Price -39% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 凱基-站前 has accumulated 990 lots since the start (sold 7%), now trimming.
  • Main distributor 凱基-台北 peaked at 303 lots, has sold 47%, 161 left, ~11 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -2.05pp, mid holders +1, retail +2.75pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -333 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-站前中國信託-高雄國泰-忠孝華南永昌-麻豆凱基-員林富邦-員林
Distributing
凱基-台北玉山-大里元富-板橋永豐金-萬盛元大-蘆洲中正港商野村
Desks
own scale
元大證券富邦-南港群益金鼎華南永昌-大安
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 凱基-站前 +990
    sold 7%
  • 中國信託-高雄 +497
    sold 0%· still adding
  • 國泰-忠孝 +299
    sold 1%· still adding
  • 華南永昌-麻豆 +249
    sold 0%· still adding
  • 凱基-員林 +239
    sold 0%· still adding
  • 富邦-員林 +197
    sold 15%

Distributing

  • 凱基-台北 161 left
    sold 47%· ~11 sessions to clear
  • 玉山-大里 159 left
    sold 36%· paused recently
  • 元富-板橋 115 left
    sold 50%· paused recently
  • 永豐金-萬盛 75 left
    sold 52%· paused recently
  • 元大-蘆洲中正 72 left
    sold 43%· ~13 sessions to clear
  • 港商野村 26 left
    sold 77%· ~26 sessions to clear

Desks

  • 元大證券 -2,110
    unclassified
  • 富邦-南港 -471
    unclassified
  • 群益金鼎 -293
    unclassified
  • 華南永昌-大安 -267
    unclassified
Still selling 366 lots ~83 sessions to bottom at most
Recent buy/sell force +491 absorbed / -278 sold buyers slightly ahead
Hedge-desk net short -269 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

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.

6 times historically; 60-day forward avg +0.8%, win rate 33.3%, beating the market by -8.07 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).

57 times historically; 60-day forward avg +2.91%, win rate 50%, beating the market by -2.36 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.

What does 寶德 do? Company profile

電腦及週邊設備業 櫃買中心上櫃

Overview

寶德科技股份有限公司成立於1997年4月23日，股票代號3349，證券名稱「寶德」，ISIN分類為上櫃股票，產業別為電腦及週邊設備業；英文名稱為DEXIN Corporation。公司總部位於新北市新店區寶高路30之1號3樓、30之2號3樓，主要工廠/生產據點包括中國廣東東莞，並透過泰國產能分散地緣與關稅風險。公司於2022年3月23日上櫃，董事長兼總經理為盧賀隆，發言人亦為盧賀隆。公開資訊與財經資料顯示實收資本額約新台幣4.6至4.61億元，104人力銀行揭露員工數約200人。公司網站115年4月3日主要股東名單顯示，首席創業投資股份有限公司持股3,536,701股、7.68%，沅灃創業投資股份有限公司2,555,315股、5.55%，盧賀隆1,981,110股、4.30%，周鍾成1,250,000股、2.71%，社團法人彰化縣白玉功德會1,199,000股、2.60%，興德投資股份有限公司1,149,244股、2.49%，慧宇投資股份有限公司936,370股、2.03%，周育賢893,000股、1.94%，元興投資股份有限公司789,410股、1.71%，邱暉智746,000股、1.63%。

Business

寶德定位為人機介面與電競週邊ODM設計製造商，核心產品包括電競滑鼠、一般滑鼠、鍵盤、大型發光鼠墊/桌墊、遊戲控制器、手機/平板遊戲手把、耳機與影音通訊產品、觸控筆、相機模組與車載攝像頭模組等。公司網站列示產品服務涵蓋電競周邊、商用周邊、伺服器產品、光學產品，並提供工業設計、電子電路/金屬/塑件系統整合、結構與製程研發、OEM專案管理與新產品導入量產等服務。2024年產品營收結構依MoneyDJ與股感資料為人機介面HMI約82%、遊戲控制器約5%、其他產品約13%。主要原物料包括積體電路、塑膠配件、包裝盒、線材、金屬配件等。2024年銷售區域約內銷67%、外銷33%；客戶主要為全球知名電競週邊品牌與NB/系統大廠，公開資料提及Razer、SteelSeries，以及由寶德研發設計的MSI Stylus Pen系列曾獲CES創新獎。公司商業模式以ODM客製設計、研發與製造導入量產為主，透過客戶指定規格、共同開發、量產交付與售後工程支援取得營收。2025全年合併營收約新台幣4.793億元、年增約5.6%，但全年EPS約-1.02元；2026年前5月累計營收約新台幣1.374億元、年減約28.8%，顯示營收波動與獲利修復仍是追蹤重點。

Outlook 2025–2028

2025至2028年展望以「既有電競/人機介面ODM修復」與「AIoT、私有網路、感測方案與新應用轉型」兩條主軸觀察。成長動能方面，寶德既有HMI產品佔比高，若全球電競週邊換機、雲端遊戲、VR/AR輸出裝置、AI PC週邊與高階觸控筆需求回升，將有利產品組合改善；公司歷史沿革顯示已開發VR/AR裝置4K雲端遊戲手把、可折疊手機/平板遊戲手把、多模跨平台觸控筆、無線充電電競滑鼠與鼠墊等，具備從滑鼠感測、人因設計到機構/韌體整合的技術基礎。產能與供應鏈方面，MoneyDJ資料指出公司因應美中貿易與關稅風險，規劃將部分中國產能轉往泰國，泰國產能比重目標由2024年底約10%提升至2025年底約30%，若執行順利，有助分散單一產地與客戶認證風險。新產品/新技術方面，2025年公開報導提到公司關注AIoT與專網Private Network在智慧農業、智慧製造等實際場域導入，並透過國際設備商與技術夥伴深化系統整合能力；此類業務若能從專案驗證進入可複製商業模式，2026至2028年可能降低傳統電競ODM景氣循環暴露。主要挑戰包括：一、公司2023至2026Q1仍有虧損壓力，2026Q1 EPS約-0.48元，毛利率與產能利用率需改善；二、ODM客戶集中與品牌客戶議價能力強，產品週期短、價格競爭激烈；三、中國轉泰國產能涉及客戶認證、良率、物流與成本曲線；四、AIoT/私有網路屬新業務，商業化時程、投資回收與公司資源配置仍不確定；五、匯率、關稅、IC與感測器供應、塑膠/金屬件成本，以及全球消費電子需求波動皆會影響毛利與接單。整體評估為：2025至2026年仍以虧損收斂、產能調整與新品出貨驗證為核心；2027至2028年若AIoT/專網方案與泰國產能能形成穩定訂單，才可能看到較明確的結構性改善。

Supply Chain

Upstream
  • 大同股份有限公司 2371 MoneyDJ資料指出寶德為分散地緣政治風險，與大同合作，將部分組裝外包予大同泰國廠；此屬製造/組裝產能合作，非寶德公開年報指名之主要供應商。
  • 原相科技股份有限公司 3227 原相為光學滑鼠感測、CMOS影像感測與人機互動感測IC供應商，產品與寶德滑鼠、光學、人機介面產品所需IC高度相關；未查得寶德公開指名原相為供應商，列為產業鏈推定上游。
  • 積體電路、塑膠配件、包裝盒、線材、金屬配件供應商 MoneyDJ與年報摘錄揭露寶德主要原物料為IC、塑膠件、包裝盒、線材與金屬件，且供應商受產品組合與客戶指定用料影響；個別供應商多未公開揭露。
Downstream
  • 微星科技股份有限公司 2377 公司網站揭露由寶德研發設計的MSI Stylus Pen與MSI Stylus Pen II曾獲CES創新獎，顯示微星為觸控筆/筆電周邊相關下游客戶或品牌合作方。
  • Razer Inc. MoneyDJ資料列為寶德全球知名電競週邊品牌客戶之一；Razer原為香港上市公司，後已私有化，非台股掛牌。
  • SteelSeries MoneyDJ資料列為寶德全球知名電競週邊品牌客戶之一；SteelSeries為海外電競品牌，屬GN Store Nord集團旗下品牌，非台股掛牌。
  • 全球前五大電競品牌商與NB/系統大廠 鉅亨、1111與媒體報導指出寶德客戶涵蓋全球前五大電競品牌商與NB大廠；多數客戶未逐一公開，應視為客戶族群描述。

Competitors

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.