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6115

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

steady quality, fair valuation.

1 active signal

Revenue ≥20%

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

Is 鎰勝 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 59th market percentile. Latest quarterly ROE ≈ 2.4%.
Valuation is neutral.PE is in the 35th market percentile; within its own history, PE is around the 91th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 4.8% of volume (net buy).
Strong revenue growth.Latest monthly revenue YoY ≈ 24.7%, above the 20% growth threshold.
Signals are active now.On the latest data, signals such as Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.42

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
第一金 holds 405 lots
sellers have 293 lots left, ~118 sessions to clear

Window from 2026-01-17 · Price +3% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 第一金 has accumulated 405 lots since the start (sold 0%), still adding.
Main distributor 凱基-台北 peaked at 271 lots, has sold 82%, 49 left, ~9 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders +0.67pp, mid holders +2, retail -0.58pp — concentration shifting upward.
Foreign hedge-desk net short Net short -180 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

第一金富邦-南京元大證券美林台灣摩根士丹利元大-信義安和

Distributing

凱基-台北富邦-中壢港商野村華南永昌-中正新百王富邦-員林

Desks

own scale

元大-內湖富邦-北高雄富邦-公益永豐金-新竹

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

Branch details Unit: lots

Accumulating

第一金 +405

sold 0%· still adding
富邦-南京 +298

sold 1%
元大證券 +242

sold 0%· still adding
美林 +178

sold 2%· still adding
台灣摩根士丹利 +177

sold 0%· still adding
元大-信義安和 +165

sold 0%· still adding

Distributing

凱基-台北 49 left

sold 82%· ~9 sessions to clear
富邦-中壢 23 left

sold 81%· ~6 sessions to clear
港商野村 39 left

sold 51%· ~10 sessions to clear
華南永昌-中正 49 left

sold 27%· paused recently
新百王 47 left

sold 29%· ~118 sessions to clear
富邦-員林 27 left

sold 44%· ~54 sessions to clear

Desks

元大-內湖 -404

unclassified
富邦-北高雄 -351

unclassified
富邦-公益 -163

unclassified
永豐金-新竹 -156

unclassified

Still selling 293 lots ~118 sessions to bottom at most

Recent buy/sell force +1,004 absorbed / -288 sold buyers slightly ahead

Hedge-desk net short -115 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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 24.73%

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

53 historical occurrences (since 2007-04-23)

120 days after: historical avg -0.41%

20-day -0.68%

60-day +0.42%

120-day -0.41%

20-day

60-day

120-day

Win

46.7%

48.3%

Sample

Median

-0.11%

-0.29%

-0.96%

Excess

+0.18%

-1.28%

-3.1%

Beat mkt rate

50%

56.7%

41.4%

Over 29 occurrences, 120-day forward avg declined 0.41%, lagged the market by 3.1 pts; win rate 48.3%.

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 +16.7%

20-40 +23%

40-60 +23.3%

60-80 +13.8%

80-100 +4.4% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	63	+16.7%	+16.7%	100%	-6.8%
20-40	72	+23%	+22.5%	100%	-6.3%
40-60	297	+23.3%	+22.4%	100%	-6.5%
60-80	668	+13.8%	+9%	82.3%	-10.7%
80-100 You are here	1943	+4.4%	+4.9%	72%	-6.5%

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 ≈ 17.13, at the 90.6th 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

+10%

Win rate 100% Excess -2.3%

109d

+11.5%

Win rate 99.7% Excess +2.2%

314d

Now

+2.8%

Win rate 65.8% Excess -4.1%

1729d

60-day momentum down

Insufficient data
(13d)

+10.8%

Win rate 93.8% Excess -9.9%

112d

+3.1%

Win rate 69.2% Excess -6%

885d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1729 historical days, 120-day forward avg gained 2.8%, win rate 65.8%, lagged the market by 4.1%.

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.

252-day price high (breakout)

Pending

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

36 times historically; 60-day forward avg +4.01%, win rate 58.3%, beating the market by +0.23 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.

54 times historically; 60-day forward avg +1.13%, win rate 56.6%, beating the market by -3.16 pts on average.

What does 鎰勝 do? Company profile

電子零組件業／連接線材與電源線連接器上市（台灣證券交易所）

Overview

鎰勝工業股份有限公司，股票代號6115，為台灣上市普通股，產業別為電子零組件業。公司於民國75年11月25日（1986年11月25日）設立，前身為鎰順工業股份有限公司，總部位於桃園市龜山區大華里頂湖路50號；公開發行日期為1999年7月17日，上櫃日期為2001年12月17日，上市日期為2004年7月19日。董事長為黃子成，總經理為方義雄，發言人為高事榮。實收資本額約18.77億元，已發行普通股187,662,154股，無特別股。公司主要從事電源線連接器、電源傳輸線、網路線、電子訊號線、延長線及塑膠加工材料等製造與銷售。重要子公司與生產／貿易據點包括中國昆山、深圳、越南、美國、巴西及日本相關據點，其中主要製造子公司包含鎰勝電子科技（昆山）、鎰勝電子（深圳）、I-SHENG Electric Wire & Cable Company (Vietnam) 等。113年度年報列示截至114年6月19日之前十大股東中，百淳投資（代表人方義雄）持股14,526,281股、7.74%，峰和投資（代表人方建智）持股14,220,363股、7.58%，峰昌投資（代表人黃子成）持股14,074,163股、約7.50%，方義雄持股10,916,224股、約5.82%，黃子成持股10,782,682股、約5.75%，名富投資（代表人丁鈺賢）持股7,978,086股、約4.25%，劉俊杰持股6,276,302股、約3.34%，捷穎投資（代表人顏敬軒）持股5,285,545股、約2.82%。從業員工數依113年度年報為112年度2,059人、113年度2,128人、114年截至4月30日2,199人。2024年（民國113年）合併營收7,363,790千元，稅後淨利667,634千元，EPS 3.63元；2025年全年營收約74.94億元、EPS約2.85元；2026年第一季EPS約0.71元，2026年1月至5月累計營收3,328,535千元，年增約10.97%。

Business

鎰勝的商業模式以全球安規認證、客製化電源連接線材、海外製造基地與長期客戶關係為核心，主要銷售給國內外電腦、家電、電子器材、電動車與太陽能相關產業。113年度產品營收結構為：電源線連接器7,068,111千元，占95.98%；塑膠加工材料295,679千元，占4.02%；合計7,363,790千元。主要產品包括個人電腦週邊與監視器用電源線連接器、AI伺服器與筆記型電腦用電源線連接器、家用電器與消費性電子電源線連接器、數位相機與攝影機AC電源線連接器、UTP/STP區域網路線、延長線組、電子訊號線、光纖線纜、橡膠線纜、太陽能專用線組與電動車充電專用線組。公司年報揭露其產品主要供應國際資訊週邊大廠，應用於顯示器、電源供應器、筆記型電腦、AI伺服器、LCD監視器、印表機、網通產品、交換器、STB、5G基地台、穿戴裝置、遊戲機、無人機、醫療與綠能設備等。年報列舉長期客戶關係包含SAMSUNG、LG、HP、CANON、SONY、Panasonic等國際品牌；但112、113年度及114年第一季未有單一銷貨客戶占總銷貨10%以上，表示客戶集中度相對分散。主要原料為裸銅線、銅絞線、PVC粒、LDPE、HDPE、銅片、端子、保險絲與固定座，其中裸銅線已與供應商簽訂長期供貨合約，其餘原料與供應商維持穩定供貨合作。

Outlook 2025–2028

已公告與可查證事實：公司113年度年報指出，114年（2025年）營運計畫包含持續產品研發、加速美國新墨西哥州新廠量產、推動墨西哥加工廠設立、更新自動化設備、整合製程、擴大服務與潛在客群；公司預計114年度電源線連接器合併銷售量為265,015千條，較113年度微幅增加5%，並預期114年營收較113年微幅成長。2026年1月至5月累計營收3,328,535千元，年增約10.97%，顯示短期出貨較2025年同期改善。主要成長動能包括AI伺服器用電源連接器與電源傳輸線、智慧型家電、遊戲機、動力線、電動車充電模組專用線材、太陽能與5G基地台專用纜線，以及越南、美國產能布局帶來的供應鏈分散。產業趨勢方面，AI伺服器、雲端資料中心、智慧家電、電動車、醫療與綠能連接器需求，是公司年報明確列示的中長期應用方向。2025至2028年推估：若AI資料中心與高功率伺服器建置維持成長，鎰勝可受惠於高安規、高可靠度電源線與連接器需求；若美國、越南、墨西哥相關產能爬坡順利，將降低美中關稅與客戶供應鏈重組風險，並提升北美訂單承接能力。主要風險包括電源線連接器屬成熟產業、同業削價競爭激烈、銅價與塑膠原料價格波動、匯率波動、關稅政策變化、海外工廠管理與產能利用率、客戶產品週期波動，以及AI伺服器與EV線材新產品驗證時間與訂單能見度不確定。公司2024年獲利有匯兌利益挹注，2025與2026年新台幣升值或外匯反向波動可能壓抑獲利。2027至2028年尚無公司正式財測，相關成長描述屬依公開年報與產業趨勢之推估。

Supply Chain

Upstream

華新麗華 1605 年報列為裸銅線、銅絞線主要供應商；113年度占鎰勝進貨淨額18.55%，為最近二年度唯一占進貨總額10%以上供應商。
大展電線電纜年報列為裸銅線、銅絞線主要供應商；台股上市公司，主要從事裸銅線等電線電纜加工製造。
太平洋電線電纜年報列為裸銅線、銅絞線主要供應商；公開資料顯示目前屬未上市櫃／未上市交易資訊，故stock_id填null。
明光輝年報列為PVC粒主要供應商；未確認為台股上市櫃公司。
雄雅年報列為PVC粒主要供應商；未確認為台股上市櫃公司。
好友年報列為PVC粒主要供應商；未確認為台股上市櫃公司。
翰群年報列為LDPE、HDPE主要供應商；未確認為台股上市櫃公司。
建通 2460 年報列為銅片、端子、保險絲、固定座等主要供應商；台股上市公司，產品含端子與高階銅材。
國致年報列為銅片、端子主要供應商；未確認為台股上市櫃公司。
禾盛興年報列為保險絲、固定座主要供應商；未確認為台股上市櫃公司。
法中年報列為保險絲、固定座主要供應商；未確認為台股上市櫃公司。

Downstream

SAMSUNG 年報列為長期穩定供應關係之國際知名客戶；韓國上市公司，非台股掛牌。
LG 年報列為長期穩定供應關係之國際知名客戶；韓國上市集團，非台股掛牌。
HP 年報列為長期穩定供應關係之國際知名客戶；美國上市公司，非台股掛牌。
CANON 年報列為長期穩定供應關係之國際知名客戶；日本上市公司，非台股掛牌。
SONY 年報列為長期穩定供應關係之國際知名客戶；日本上市公司，非台股掛牌。
Panasonic 年報列為長期穩定供應關係之國際知名客戶；日本上市公司，非台股掛牌。
國際資訊週邊、AI伺服器、筆電、顯示器、電源供應器與網通設備製造商年報描述鎰勝主要供應下游應用市場；未列單一台股掛牌客戶，且112、113年度及114年第一季無單一客戶銷貨占比達10%。

Competitors

良維 6290 台股上市連接線材與電源線廠，產品包含AC電源傳輸線組、DC訊號傳輸線組、EV充電線與資料中心／伺服器大電力電源線，與鎰勝在電源線及高規線材市場競爭。
良得電 2462 台股上市電源線束廠，布局AI伺服器線束、AC電源線、電動車旅充線等，MoneyDJ與鉅亨資料均將其列為鎰勝同業。
貿聯-KY 3665 台股上市連接線與線束大廠，在高階線束、資料中心、EV與工業應用具競爭力，為連接線材同業。
萬泰科 6190 台股上市網通線材與連接線材公司，與鎰勝在網路線、通訊線材與連接線應用部分重疊。
萬旭 6134 台股上市連接線材與連接器相關公司；MoneyDJ資料列為良得電國內外競爭廠商之一，與鎰勝同屬連接線材供應鏈。
今皓 3011 台股上市連接線與連接器相關公司，屬連接線材同業競爭者。
信邦 3023 台股上市線束與連接器解決方案廠，在工業、醫療、車用、通訊等應用與鎰勝部分產品應用重疊。
正崴 2392 台股上市連接器與電源相關產品大廠，旗下與關係企業在連接器、線材與電源相關產品具競爭性。

Sources（17）

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.