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6185

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

quality needs a look, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 幃翔 to your watchlist to track signal changes on your next visit.
Valuation 48Quality 13Growth 81Momentum 31Chips 36

Is 幃翔 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 10th market percentile. Latest quarterly ROE ≈ -1.0%.

  • Valuation is high.PE is in the 96th market percentile; within its own history, PE is around the 98th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -0.5% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 41.8%, 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 +0.45
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 永豐金-板新 holds 971 lots
  • sellers have 102 lots left, ~185 sessions to clear

Window from 2026-01-17 · Price -6% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 永豐金-板新 has accumulated 971 lots since the start (sold 3%), now trimming.
  • Main distributor 元大-天母 peaked at 130 lots, has sold 46%, 70 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +1.02pp, mid holders -3, retail +0.75pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -444 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
永豐金-板新元大證券富邦-板橋國泰-敦南凱基-士林元富-三重
Distributing
元大-天母新百王國泰-高雄華南永昌-敦南臺銀-金山(牛牛牛)亞-鑫豐
Desks
own scale
中國信託中國信託-文心元大-台中中港港商野村
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 永豐金-板新 +971
    sold 3%
  • 元大證券 +596
    sold 2%
  • 富邦-板橋 +331
    sold 17%
  • 國泰-敦南 +243
    sold 0%· still adding
  • 凱基-士林 +205
    sold 6%
  • 元富-三重 +197
    sold 0%

Distributing

  • 元大-天母 70 left
    sold 46%· paused recently
  • 新百王 20 left
    sold 74%· paused recently
  • 國泰-高雄 39 left
    sold 47%· paused recently
  • 華南永昌-敦南 17 left
    sold 76%· paused recently
  • 臺銀-金山 22 left
    sold 69%· paused recently
  • (牛牛牛)亞-鑫豐 37 left
    sold 35%· ~185 sessions to clear

Desks

  • 中國信託 -1,911
    unclassified
  • 中國信託-文心 -430
    unclassified
  • 元大-台中中港 -343
    unclassified
  • 港商野村 -313
    hedge desk · will cover
Still selling 102 lots ~185 sessions to bottom at most
Recent buy/sell force +963 absorbed / -77 sold buyers slightly ahead
Hedge-desk net short -70 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)

Mixed direction: big-holder and retail changes are not aligned.

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 41.83%

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

44 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 51.2%, Sample 43, Median +0.16%, Excess +1.01%, Beat mkt rate 44.2%；60-day: Win 53.5%, Sample 43, Median +0.84%, Excess -0.17%, Beat mkt rate 34.9%；120-day: Win 47.6%, Sample 42, Median -0.46%, Excess -0.36%, Beat mkt rate 31%

120 days after: historical avg +12.3%

20-day +1.73%
60-day +5.62%
120-day +12.3%
20-day
60-day
120-day
Win
51.2%
53.5%
47.6%
Sample
43
43
42
Median
+0.16%
+0.84%
-0.46%
Excess
+1.01%
-0.17%
-0.36%
Beat mkt rate
44.2%
34.9%
31%

Over 42 occurrences, 120-day forward avg gained 12.3%, lagged the market by 0.36 pts; win rate 47.6%.

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)
0-20 276+43.8% +16.6% 93.8% +26.7%
20-40 314+1.9% -1.1% 49.7% -7.5%
40-60 394+2.3% -5.7% 38.3% -6.3%
60-80 330-10.5% -20.3% 27.3% -18.9%
80-100 You are here1041+7.7% -1.6% 46.5% -26.2%

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 ≈ 236.67, at the 98.4th 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
+28.4%
Win rate 86.6% Excess +22.5%
194d
+2.4%
Win rate 45.1% Excess -2.9%
430d
-8.6%
Win rate 26.6% Excess -22.8%
666d
60-day momentum down
+13.6%
Win rate 84.2% Excess +6.6%
259d
-3%
Win rate 39.6% Excess -7%
197d
Now
+9.2%
Win rate 54.3% Excess -7.1%
729d

Currently in “Expensive (own-history top 1/3) × 60-day momentum down”: across 729 historical days, 120-day forward avg gained 9.2%, win rate 54.3%, lagged the market by 7.1%.

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.

19 times historically; 60-day forward avg +18.59%, win rate 68.4%, beating the market by +14.41 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.

56 times historically; 60-day forward avg -1.62%, win rate 36.4%, beating the market by -4.91 pts on average.

What does 幃翔 do? Company profile

電子零組件業；連接器 上櫃（櫃買中心）

Overview

6185 對應證券為幃翔精密股份有限公司普通股，市場別為上櫃。公司成立於1988年4月26日，股票於2002年8月9日掛牌上櫃；總部位於新北市土城區自強街11巷1號3樓。董事長為陳文鏗，總經理為郭昭正，發言人為王智增。實收資本額約新台幣14.98675310億元，已發行普通股約149,867,531股。公司法說會揭露集團據點包含台灣、深圳、蘇州與安徽，其中台灣為總部，安徽為整合研發、生產、銷售的電子連接器生產基地。公司主要股東及內部人依第三方整理包含春田投資股份有限公司、冠筑投資股份有限公司、陳文鏗、游銘鐘、郭昭正等；Yahoo股市資料顯示董監持股比例約20.34%。員工規模未在已取得官方頁面中完整確認，第三方整理曾顯示2026年度及2025年度第一季集團平均員工人數分別約329人與273人，應以公司年報及公開資訊觀測站為準。

Business

幃翔主要從事連接器相關產品之設計、製造與銷售，產品線包括板對板連接器、排針/排母、FPC連接器、車用連接器、I/O連接器、USB-A、USB-C、SATA連接器、Edge Card連接器、RJ45連接器與RF連接器等。公司官方網站強調其具備從概念設計、產品設計、模具製作、快速製樣到生產製造的一站式解決方案；法說會進一步揭露核心能力包括精密沖壓、射出成型、獨立電鍍線、模具與自動機加工設計、完整實驗室設備、MES物聯網智慧化生產及廠內垂直整合。主要應用市場為車用電子、工業電腦、雲端運算、伺服器、電信與網通、交通運輸及消費性電子。2024年產品銷售比重依MoneyDJ整理約為連接器98%、其他2%；鉅亨網較舊資料亦顯示主要產品營收幾乎全來自連接器。商業模式以B2B零組件供應、客製化設計、OEM/ODM與量產製造為主，透過安徽廠垂直整合降低製程外包依賴並提升交期與成本控制。客戶名稱多未在官方資料中明確揭露；過往媒體曾報導公司切入Apple供應鏈，但該資訊為2014年舊資料，現況需再向公司或年報確認。

Outlook 2025–2028

2025至2028年展望重點在營收復甦、產品升級與車用/高速/防水連接器導入。2025年8月法說會揭露，公司2024年營收約4.019億元、營業淨損約1.285億元、EPS約0.06元；2025年第一季營收約1.258億元、毛利率26.7%、營業淨損約2,045萬元、EPS約0.02元，顯示本業仍處復甦與轉型期。後續成長動能包括工控需求回溫、車用電子訂單於2025年第三季末至第四季開始放量、防水Type-C產品取得進展，以及產品組合逐步轉向高可靠度、高速傳輸、微型化與車規應用。公司新產品與技術路線圖涵蓋USB 2.0/3.1 IPX8/IPX6/IPX4、0.4/0.5/0.8/1.0 BTB、10G BTB、Type-C系列、FPC/FFC、M8/M12防水、WTB、Press-Fit、US Car Certification、CNAS實驗室認證與Floating Connector等，時間軸延伸至2027年。產業趨勢方面，AI伺服器、雲端資料中心、車用電子、電動車/ADAS、工業自動化、5G網通及高階消費電子均提高對高頻高速、高耐久、防水及車規連接器的需求。主要風險包括：連接器產業競爭激烈且價格壓力高；2024至2025年本業獲利偏弱、營業外收益占淨利比重偏高；車用認證與客戶導入週期長且量產時程不確定；匯率、關稅、銅材/塑膠/電鍍金屬等原料價格波動；中國生產基地營運與地緣政治風險；若新產品未能放量，2025至2028年營收與毛利改善可能低於預期。

Supply Chain

Upstream
  • 銅材、銅合金及金屬材料供應商 連接器端子與導電件重要原料；MoneyDJ整理幃翔主要原料包含銅料、鋼料、塑膠粒與電鍍金屬材料。未確認具名直接供應商。
  • 塑膠粒及工程塑膠供應商 連接器絕緣本體與塑膠件上游原料；未確認具名直接供應商。
  • 電鍍金屬及化學材料供應商 端子表面處理與導電可靠度相關材料；幃翔具獨立電鍍線，但上游藥水與貴金屬供應商未公開確認。
  • 模具、自動化設備與檢測設備供應商 支援精密沖壓、射出、模具、自動機與實驗室測試；公司具內部模具與自動化能力，外部設備品牌及供應商未完整公開。
Downstream
  • 工業電腦客戶群 公司官方網站列工業電腦為產品應用；法說會及第三方整理指出工控仍為主要產品應用之一。具體直接客戶未公開確認。
  • 車用電子客戶群 公司具IATF 16949車用品質認證，法說會揭露推進美系車廠認證與車用產品放量；具體直接客戶未公開確認。
  • 雲端、伺服器與網通設備客戶群 公司官方網站列雲端運算、伺服器、電信/網通為應用；受惠高速傳輸與資料中心需求，但直接客戶未公開確認。
  • 消費性電子客戶群 公司產品含USB-C、I/O、BTB、FPC等消費電子連接器；第三方法說會整理提及防水Type-C產品有所斬獲。具體直接客戶未公開確認。
  • 蘋果公司 美國上市公司；2014年鉅亨網報導法人稱幃翔入列蘋果供應鏈並供應USB連接器，但屬舊資料，2026年現況未能由官方資料確認。

Competitors

  • 正崴精密工業股份有限公司 2392 台股上市連接器與電子零組件廠，產品涵蓋連接器、線材、電源及消費電子相關，與幃翔在連接器市場部分重疊。
  • 胡連精密股份有限公司 6279 台股上櫃車用端子與連接器廠，車用電子供應鏈定位明確，為幃翔車用連接器布局的同業參考。
  • 凡甲科技股份有限公司 3526 台股上櫃連接器廠，產品應用涵蓋伺服器、車用、工控與消費電子，與幃翔部分應用市場重疊。
  • 瀚荃股份有限公司 8103 台股上櫃連接器與線束廠，產品涵蓋板對板、線對板與客製化連接器，為台灣連接器同業。
  • 優群科技股份有限公司 3217 台股上櫃連接器廠，主要產品含記憶卡、Type-C、板對板等精密連接器，與幃翔在高階小型連接器領域競爭。
  • 良維科技股份有限公司 6290 台股上市連接線與連接器相關廠商，應用於資訊、通訊及消費電子，與幃翔部分下游重疊。
  • 貿聯控股股份有限公司 3665 台股上市連接線束與高速傳輸解決方案廠，應用於資料中心、工業、車用與能源，為高階連接方案同業。
  • 鴻名企業股份有限公司 3021 台股上市連接器與線材廠，產品應用於資訊及通訊相關設備。
  • 廣宇科技股份有限公司 2328 台股上市連接線、連接器與電子零組件廠，部分產品及應用市場與幃翔同屬連接元件供應鏈。
  • 宣德科技股份有限公司 5457 台股上櫃連接器與電子零組件廠，產品應用於資訊、通訊、汽車及消費電子等領域。
  • TE Connectivity 瑞士/美國上市跨國連接器大廠，車用、工業、資料與終端設備連接器全球競爭者，非台股掛牌。
  • Amphenol 美國上市全球連接器大廠，產品橫跨車用、工業、通訊、資料中心與消費電子，非台股掛牌。
  • Molex Koch Industries旗下全球連接器大廠，汽車、資料中心及消費電子連接方案競爭者，非台股掛牌。
  • Hirose Electric 日本上市連接器廠，FPC/FFC、板對板與車用連接器產品線完整，非台股掛牌。
  • I-PEX 日本上市精密連接器廠，高頻高速、FPC、板對板等產品具競爭力，非台股掛牌。
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.