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4402

郡都開發 Textiles 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 郡都開發 to your watchlist to track signal changes on your next visit.
Valuation 23Quality 11Growth 7Momentum 21Chips 24

Is 郡都開發 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 3th market percentile. Latest quarterly ROE ≈ -0.6%.

  • Valuation is high.PE is in the 96th market percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -1.8% of volume (net sell).

Chip flow

Bullish +0.88
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 台新-虎尾 holds 396 lots
  • sellers have 91 lots left, ~75 sessions to clear

Window from 2026-01-17 · Price -15% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台新-虎尾 has accumulated 396 lots since the start (sold 0%), still adding.
  • Main distributor 永豐金證券 peaked at 72 lots, has sold 25%, 54 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +2.48pp, mid holders +1, retail -2.28pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -112 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-虎尾元富-虎尾富邦-港都凱基-大直合庫-自強群益金鼎-中山
Distributing
永豐金證券台新-嘉義中國信託-文心元大-莒光元大-三民合庫-高雄
Desks
own scale
國泰-館前富邦-新竹華南永昌-高雄大昌
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 台新-虎尾 +396
    sold 0%· still adding
  • 元富-虎尾 +253
    sold 0%
  • 富邦-港都 +237
    sold 2%· still adding
  • 凱基-大直 +128
    sold 0%· still adding
  • 合庫-自強 +117
    sold 0%· still adding
  • 群益金鼎-中山 +94
    sold 0%

Distributing

  • 永豐金證券 54 left
    sold 25%· paused recently
  • 台新-嘉義 8 left
    sold 88%· ~3 sessions to clear
  • 中國信託-文心 29 left
    sold 37%· paused recently
  • 元大-莒光 15 left
    sold 57%· ~75 sessions to clear
  • 元大-三民 16 left
    sold 48%· ~53 sessions to clear
  • 合庫-高雄 13 left
    sold 48%· ~13 sessions to clear

Desks

  • 國泰-館前 -281
    unclassified
  • 富邦-新竹 -148
    unclassified
  • 華南永昌-高雄 -103
    unclassified
  • 大昌 -100
    unclassified
Still selling 91 lots ~75 sessions to bottom at most
Recent buy/sell force +498 absorbed / -91 sold buyers slightly ahead
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 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 +20.02%, win rate 63.6%, beating the market by +15.11 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).

78 times historically; 60-day forward avg -3.75%, win rate 40.8%, beating the market by -6.42 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.

11 times historically; 60-day forward avg +4.31%, win rate 27.3%, beating the market by +0.54 pts on average.

What does 郡都開發 do? Company profile

紡織纖維 櫃買中心上櫃

Overview

4402 對應證券為郡都開發股份有限公司，為櫃買中心上櫃普通股，非 ETF、ETN、權證或特別股。公司設立日期為 1970/04/03，原名福大材料科技股份有限公司，依公開資料另可追溯原名福大棉業股份有限公司；2024 年更名為郡都開發股份有限公司。股票於 1997/07/23 上櫃。總部位於高雄市前金區中正四路151號9樓之1。董事長為唐承，總經理為唐銘。2025 法說簡報揭露資本額為新台幣 679,918 仟元；Goodinfo/Yahoo 等股市資料列示股本約新台幣 679,918,300 元、已發行普通股 67,991,830 股。113 年報列示主要股東包括兆天國際投資股份有限公司 24.86%、匯天下投資股份有限公司 14.27%、玄烽國際投資股份有限公司 7.50%、范莊玉招 2.18%、楊燈霖 2.16%、風青實業股份有限公司 2.03%、群益金鼎證券受託保管長雄證券投資專戶 1.96%、黃慶家 1.80%、蔡德穎 1.08%、吳木森 0.78%。公司近年由傳統紡織材料買賣逐步加入太陽能發電站與建置服務，並於法說資料揭露推展節能家電銷售、投資建設事業等多角化方向。

Business

主要業務包括紡織品買賣、胚布/織布買賣、尼龍絲買賣、太陽能發電系統建置與售電。113 年報說明主要產品與用途包含聚酯纖維、聚酯加工絲、水溶紙、網眼布、尼龍粒等；用途涵蓋內衣、運動服、襯裡布、運動裝備、鞋材、針織/平織服飾用布、工業用布、刺繡/醫療/包裝用可分解材料、汽機車/腳踏車零組件與運動器材零件等。產製過程在年報中列為不適用，顯示目前偏向貿易、通路與供應鏈整合模式。2025 法說簡報揭露營收結構：2022 年營收 171,703 仟元，其中紡織品 92%、售電 5%、勞務收入 3%；2023 年營收 76,959 仟元，其中紡織品 89%、售電 10%、勞務收入 1%；2024 年營收 18,414 仟元，其中紡織品 59%、售電收入 41%；2025Q1-Q2 營收 13,068 仟元，其中紡織品 69%、售電收入 31%。公司 2024 年紡織品收入降至 10,854 仟元、售電收入 7,560 仟元，顯示紡織訂單波動大，而太陽能售電成為相對穩定收入來源。綠能事業部案場包括台中市梧棲區 2 案、彰化縣二水鄉 2 案、台南市北區、屏東縣枋寮鄉；113 年報揭露全台共有 6 個太陽能發電站，總裝置容量 1,236.54 千瓦。主要銷售市場方面，年報列示絲、胚布與電站主要市場均為亞洲地區；絲、胚布內外銷約為國內 31%、國外 69%，電站售電為國內 100%。主要客戶與供應商在年報中多以 A/B/C 公司代號揭露，未公開真實名稱。

Outlook 2025–2028

2025 至 2028 年展望可分為三條主軸。第一，紡織本業：公司年報與法說均強調將持續紡織原料及成品買賣，開發高品質絲料、胚布、多功能機能性布料與客製化合作供應商，產品方向包括抗 UV、通風、涼感、防水、防污、抗菌、再生尼龍漁網回收料、石墨烯紗線衣料等；終端應用瞄準休閒服飾、運動衣材、傢飾用品、工業用布與鞋材等。成長動能在於環保永續、機能性布料、品牌對低碳材料需求與台灣運動機能布料供應鏈優勢；但公司規模小、2024 年紡織收入大幅下滑，訂單能否恢復仍是主要不確定性。第二，綠能與售電：公司已有 6 個太陽能電站，2024 年售電收入占比 41%，年報表示將評估增設電站、開發綠電客源、進行太陽能模組及其他材料整合，並以中小型案場、漁電共生、儲能型市場、併網與維運等為長期方向。政策面上，台灣 2050 淨零與企業綠電需求為順風；風險則包括躉購費率變化、案場取得、併網容量、維運效率、模組價格與資金成本。第三，多角化：2025 法說揭露推展新興事業包括節能家電銷售、投資建設事業，並列示郡和公司高雄楠梓區翠屏二小段興建中建案，基地約 580 坪、銷售面積約 3,346 坪、坪數規劃 21 至 36 坪。2026 年社群/公開摘要亦提到節能家電販售及國際代理業務，但該部分尚需等待公司正式財報或重大訊息驗證。整體而言，2025-2028 的合理展望是：紡織收入若新客戶與機能布料通路成功可低基期改善；太陽能售電提供穩定但規模有限的現金流；建設與家電代理可能帶來新收入來源，但執行與資金風險高。

Supply Chain

Upstream
Downstream
  • 台灣電力股份有限公司 太陽能電站售電通常對應台電躉購或電力交易/併網體系；台電為國營事業，非上市櫃公司。
  • 儒鴻企業股份有限公司 1476 成衣與運動服飾供應鏈代表公司，屬郡都機能布料終端應用下游類型；非郡都年報指名客戶。
  • 聚陽實業股份有限公司 1477 成衣代工與品牌服飾供應鏈代表公司，屬郡都布料/紗線可能終端應用下游類型；非郡都年報指名客戶。
  • 台南企業股份有限公司 1473 成衣與服飾品牌/代工供應鏈公司，可代表紡織材料下游應用；非郡都年報指名客戶。
  • 郡和建設有限公司 2025 法說列示投資興建之郡和公司建案，屬未上市櫃關係企業/建案合作脈絡。
  • 主要銷貨客戶 113 年報主要銷貨客戶未公開名稱，僅揭露銷貨淨額及說明客戶變動屬正常營運活動。

Competitors

Sources（10）

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.