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6153

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

quality needs a look, fair valuation.

1 active signal
252d high
This page refreshes daily after the close. Add 嘉聯益 to your watchlist to track signal changes on your next visit.
Valuation 30Quality 7Growth 50Momentum 86Chips 71

Is 嘉聯益 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 7th market percentile. Latest quarterly ROE ≈ -4.0%.

  • Valuation is neutral.PE is in the 76th market percentile; within its own history, PE is around the 66th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 3.4% of volume (net buy).

  • Signals are active now.On the latest data, signals such as 252-day price high are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.76
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 台灣摩根士丹利 holds 9,145 lots
  • sellers have 4,100 lots left, ~11 sessions to clear

Window from 2026-01-17 · Price +51% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台灣摩根士丹利 has accumulated 9,145 lots since the start (sold 0%), still adding.
  • Main distributor 凱基-台北 peaked at 8,884 lots, has sold 59%, 3,619 left, ~9 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +2.15pp, mid holders +2, retail -2.11pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -4,369 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
台灣摩根士丹利元大-大里凱基-台南元大-南京安泰-大發第一金
Distributing
凱基-台北美商高盛元大證券元大-嘉義新光-台南華南永昌-板橋
Desks
own scale
摩根大通華南永昌-南京台新-台中新加坡商瑞銀
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 台灣摩根士丹利 +9,145
    sold 0%· still adding
  • 元大-大里 +1,337
    sold 17%
  • 凱基-台南 +1,065
    sold 0%· still adding
  • 元大-南京 +787
    sold 0%· still adding
  • 安泰-大發 +751
    sold 0%· still adding
  • 第一金 +735
    sold 0%

Distributing

  • 凱基-台北 3,619 left
    sold 59%· ~9 sessions to clear
  • 美商高盛 4,304 left
    sold 27%· paused recently
  • 元大證券 1,724 left
    sold 28%· paused recently
  • 元大-嘉義 93 left
    sold 86%· paused recently
  • 新光-台南 400 left
    sold 27%· paused recently
  • 華南永昌-板橋 83 left
    sold 79%· ~9 sessions to clear

Desks

  • 摩根大通 -1,826
    hedge desk · will cover
  • 華南永昌-南京 -1,791
    unclassified
  • 台新-台中 -1,505
    unclassified
  • 新加坡商瑞銀 -1,092
    hedge desk · will cover
Still selling 4,100 lots ~11 sessions to bottom at most
Recent buy/sell force +11,262 absorbed / -4,919 sold buyers slightly ahead
Hedge-desk net short -4,172 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.

252-day price high (breakout)

Active

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

26 historical occurrences (since 2009-05-19)
Average forward return after 252-day price high (breakout)。20-day: Win 40%, Sample 25, Median -2.72%, Excess -0.79%, Beat mkt rate 44%；60-day: Win 54.2%, Sample 24, Median +0.28%, Excess +3.4%, Beat mkt rate 50%；120-day: Win 52.2%, Sample 23, Median +9.56%, Excess +4.23%, Beat mkt rate 52.2%

120 days after: historical avg +8.44%

20-day +0.03%
60-day +7.93%
120-day +8.44%
20-day
60-day
120-day
Win
40%
54.2%
52.2%
Sample
25
24
23
Median
-2.72%
+0.28%
+9.56%
Excess
-0.79%
+3.4%
+4.23%
Beat mkt rate
44%
50%
52.2%

Over 23 occurrences, 120-day forward avg gained 8.44%, beat the market by 4.23 pts; win rate 52.2%.

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.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 287+26.1% +21.5% 83.3% +5.8%
20-40 223+2.9% -5.2% 37.2% -12%
40-60 249-8.7% -16.9% 23.3% -19%
60-80 You are here415-7% -13.5% 44.6% -20.2%
80-100 946+20.1% -17.2% 37.1% +7.9%

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 ≈ 28.94, at the 65.6th percentile of its own history (60-80 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
+4.7%
Win rate 67.5% Excess -2.2%
77d
-5.4%
Win rate 41.6% Excess -8.3%
209d
+8.2%
Win rate 48.9% Excess +2.4%
700d
60-day momentum down
+5.1%
Win rate 51.6% Excess -5.1%
341d
Now
-1.3%
Win rate 26.6% Excess -9.5%
233d
+5%
Win rate 45.2% Excess +0.7%
679d

Currently in “Mid × 60-day momentum down”: across 233 historical days, 120-day forward avg declined 1.3%, win rate 26.6%, lagged the market by 9.5%.

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.

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).

67 times historically; 60-day forward avg +2.52%, win rate 48.4%, beating the market by -0.39 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.

58 times historically; 60-day forward avg -0.84%, win rate 36.8%, beating the market by -4.1 pts on average.

What does 嘉聯益 do? Company profile

電子零組件業；軟性印刷電路板（FPC）製造 上市

Overview

嘉聯益科技股份有限公司為台灣上市普通股，股票代號6153，英文簡稱Career Tech.。公司成立於1992年11月3日，總部位於新北市樹林區博愛街248號，主要業務為軟性電路板（FPC）之設計、研究、開發、製造、加工及買賣。公司於2002年1月2日興櫃、2002年2月4日上櫃、2008年1月21日轉上市。公開資料顯示董事長為賴偉珍，總經理為張家豪，發言人為財務長傅賢基，簽證會計師事務所為勤業眾信。Goodinfo資料列示資本額約新台幣63.62億元，發行股數636,177,694股，其中含私募股88,826,433股；Yahoo股市亦列示股本約新台幣6,361,776,940元。員工規模方面，Investing.com公司檔案列示約1,605人，但該數字非公司年報直接摘錄，需以最新年報為準。主要股東方面，瀚宇博德（5469）為最大法人股東；2025年2月公開報導指出瀚宇博德參與嘉聯益現增後，持股由25.14%升至27.64%，主要目的為長期投資並支持嘉聯益償還銀行借款。公司生產據點依MoneyDJ整理包含新北樹林、桃園觀音、中國昆山、蘇州、深圳、美國加州與芬蘭奧盧等。

Business

嘉聯益為軟性印刷電路板（FPC）專業製造商，產品包括單面板、雙面板、單加單、單銅雙做、多層板、軟硬結合板等，作為電子訊號傳輸與終端裝置內部連接材料。主要終端應用涵蓋智慧型手機、平板電腦、超薄筆電、觸控面板、穿戴式裝置、AR／VR、衛星導航、車用電子、醫療器材、AI眼鏡、折疊手機與機器人感測模組等。營收結構方面，StockFeel整理嘉聯益營收以軟性印刷電路板（FPC）為主，比例列示為100%；MoneyDJ資料列示2024年第3季終端應用比重為電腦45%、通訊電子34%、車用與醫療3%、消費電子18%；2025年11月法說相關報導則指出，2025年第3季附近電腦類比重降至32%，通訊電子提升至45%，車用與醫療占6%，顯示公司正由電腦與傳統消費性產品往通訊、穿戴、車用醫療與高密度軟板調整。銷售地區方面，MoneyDJ整理2024年產品銷售地區比重為美國43%、中國大陸32%、台灣10%、其他15%。商業模式為依品牌客戶與系統廠規格，提供客製化FPC設計、製造與量產服務，競爭核心在高密度線路、薄型化、多層軟板、軟硬結合、材料導入、量產良率與交期。主要客戶公開揭露有限；報導曾指出嘉聯益為蘋果軟板供應鏈成員，且2025年公司法說提及AI眼鏡已服務美系與陸系客戶、智慧眼鏡已針對陸系客戶量產並與美系客戶洽談，但未完整揭露客戶名單。

Outlook 2025–2028

2025至2028年展望可分為修復期與轉型期。短期2025年仍處於虧損與客戶結構調整階段：公開財務資料顯示2025年前三季營收約42.04億元，受同業殺價搶單與客戶結構調整影響較去年同期下滑，第三季每股虧損0.75元，前三季每股虧損2.86元；Goodinfo列示2025全年營收約54.1億元、EPS約-4.38元，2026年第1季營收約11.8億元、EPS約-0.56元，代表公司截至2026年上半年仍未完全恢復獲利。2026年起的主要成長動能來自產品組合升級與新應用導入：公司法說報導指出，穿戴、AR／VR裝置由雙層、四層板快速走向六層以上高密度結構，嘉聯益承接訂單偏向多層板與高密度軟硬結合板；AI眼鏡、折疊手機、AR／VR、醫療與AI裝置將逐步放量，折疊手機因單機軟板使用量與單價高於傳統機種，為重要布局。研發與新技術方面，報導提及公司推進共同封裝光學（CPO）與機器人感知模組，CPO專案規劃於2026年第1季完成模組化驗證，應用方向包括機器人高頻感測、自駕車LiDAR與醫療設備；機器人感知平台規劃2026年第3季完成手臂整合架構驗證、第4季導入醫療場域測試。中期2027至2028年若AI穿戴、智慧眼鏡、折疊手機、機器人與醫療裝置實際量產，嘉聯益有機會透過高密度、多層、軟硬結合與高頻高速材料提升平均單價與毛利率；同時依客戶需求評估越南、美國布局，可降低部分地緣政治與供應鏈配置風險。主要風險包括：終端消費電子需求復甦不如預期、AI與機器人題材尚未轉為穩定量產營收、同業價格競爭、產能利用率不足、良率爬坡、材料成本與匯率波動、公司仍處虧損期間導致財務彈性較弱，以及新產品驗證與客戶導入時程延後。整體而言，2026年後改善機會存在，但2027至2028具體營收與獲利貢獻仍高度仰賴客戶量產進度，需保守看待。

Supply Chain

Upstream
  • 台虹科技 8039 軟板產業上游材料供應商，主要與軟性銅箔基板、PI保護膜、覆蓋膜等FPC材料相關；未確認為嘉聯益直接供應商，屬產業鏈關聯推定。
  • 長興材料工業 1717 電子化學材料、樹脂與製程化學品供應商，與PCB／FPC製程上游材料相關；未確認為嘉聯益直接供應商，屬產業鏈關聯推定。
  • 南亞塑膠 1303 銅箔基板、電子材料與塑化材料供應商，屬PCB／FPC上游材料供應鏈之一；未確認為嘉聯益直接供應商。
  • 杜邦 美國上市公司，PI膜、軟板材料與電子材料國際供應商；未確認為嘉聯益直接供應商，列為FPC產業上游材料代表。
  • 日商旗勝相關材料與設備供應體系 日本軟板產業鏈包含材料、製程設備與技術供應商；此為產業鏈描述，非單一已確認直接供應商。
Downstream
  • 蘋果 美國上市公司；多篇報導指出嘉聯益為蘋果軟板供應鏈成員，應用包含iPhone、AirPods、iPad等消費電子產品之FPC或電池軟板相關零組件。
  • 美系AI眼鏡／穿戴客戶 公司法說報導提及AI眼鏡已服務美系客戶、智慧眼鏡與美系客戶洽談合作；未揭露公司名稱，故stock_id設為null。
  • 陸系智慧眼鏡與消費電子客戶 公司法說報導指出智慧眼鏡已針對陸系客戶量產；未揭露公司名稱，故stock_id設為null。
  • 手機、筆電、平板、AR／VR、車用與醫療終端品牌或系統廠 嘉聯益FPC下游應用涵蓋通訊電子、電腦、穿戴、車用與醫療；多數終端客戶未公開揭露，列為應用端客戶群。

Competitors

  • 臻鼎-KY 4958 台股上市公司，全球大型PCB與軟板供應商，為嘉聯益在FPC、蘋果供應鏈與高階軟板領域的主要競爭者。
  • 台郡科技 6269 台股上市公司，專注軟板與高階FPC，與嘉聯益同屬台灣主要軟板廠。
  • 毅嘉科技 2402 台股上市公司，軟板、機構整合與車用相關產品供應商，為軟板同業競爭者。
  • 同泰電子 3321 台股上櫃公司，軟板與電子零組件相關業務，為軟板同業競爭者。
  • 旭軟電子 3390 台股上櫃公司，FPC與軟板製造商，為軟板同業競爭者。
  • 宇環科技 3276 台股上櫃公司，軟板與相關電子零組件業者，StockFeel列為嘉聯益競爭對手。
  • 力群電子 台股掛牌公司，StockFeel列為嘉聯益軟板競爭對手；需留意其產品線與嘉聯益重疊程度可能低於純FPC廠。
  • 達邁科技 3645 台股上櫃公司，PI薄膜與電子材料廠，StockFeel列為相關競爭對手；較偏材料端，與嘉聯益屬部分產品或材料鏈競合。
  • 易華電 6552 台股上市公司，電子零組件與線路相關產品，StockFeel列為嘉聯益競爭對手。
  • 圓裕企業 6835 台股上市公司，FPC與軟板相關製造商，近年在商用筆電、軍工規、消費性產品等應用回升，與嘉聯益形成同業競爭。
  • Nippon Mektron（旗勝） 日本軟板大廠，非台股掛牌，MoneyDJ列為全球軟板主要競爭者。
  • Interflex 韓國軟板業者，非台股掛牌，為國際FPC競爭對手。
  • Sumitomo Electric 日本上市公司，非台股掛牌，旗下電子材料與軟板相關業務為國際競爭來源。
Sources（13）

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.