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6215

和椿 Other Electronics 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 和椿 to your watchlist to track signal changes on your next visit.
Valuation 27Quality 80Growth 79Momentum 46Chips 26

Is 和椿 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 73th market percentile. Latest quarterly ROE ≈ 5.8%.

  • Valuation is neutral.PE is in the 68th market percentile; within its own history, PE is around the 67th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -1.5% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 37.9%, 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 +0.21
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 富邦-敦南 holds 656 lots
  • sellers have 1,159 lots left, ~105 sessions to clear

Window from 2026-01-17 · Price -9% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 富邦-敦南 has accumulated 656 lots since the start (sold 0%), still adding.
  • Main distributor 摩根大通 peaked at 1,487 lots, has sold 82%, 272 left, ~5 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders +3, retail -1.75pp — little change.
  • Foreign hedge-desk net short Net short -278 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
富邦-敦南兆豐-板橋元大-大里元大-中和統一-台中元富-城東
Distributing
摩根大通元大證券台灣摩根士丹利新加坡商瑞銀凱基-台北美商高盛
Desks
own scale
永豐金-板新永豐金-忠孝富邦證券台中銀
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 富邦-敦南 +656
    sold 0%· still adding
  • 兆豐-板橋 +265
    sold 0%
  • 元大-大里 +232
    sold 0%· still adding
  • 元大-中和 +229
    sold 0%· still adding
  • 統一-台中 +213
    sold 0%
  • 元富-城東 +173
    sold 0%

Distributing

  • 摩根大通 272 left
    sold 82%· ~5 sessions to clear
  • 元大證券 142 left
    sold 85%· ~20 sessions to clear
  • 台灣摩根士丹利 195 left
    sold 78%· ~7 sessions to clear
  • 新加坡商瑞銀 383 left
    sold 52%· paused recently
  • 凱基-台北 371 left
    sold 33%· paused recently
  • 美商高盛 157 left
    sold 65%· ~105 sessions to clear

Desks

  • 永豐金-板新 -577
    unclassified
  • 永豐金-忠孝 -309
    unclassified
  • 富邦證券 -289
    unclassified
  • 台中銀 -250
    unclassified
Still selling 1,159 lots ~105 sessions to bottom at most
Recent buy/sell force +1,278 absorbed / -1,237 sold buyers slightly ahead
Hedge-desk net short -124 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 37.9%

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

88 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 50.6%, Sample 81, Median +0.18%, Excess +1%, Beat mkt rate 43.2%；60-day: Win 50.6%, Sample 79, Median +0.16%, Excess +1.2%, Beat mkt rate 39.2%；120-day: Win 47.4%, Sample 76, Median -0.81%, Excess +4.24%, Beat mkt rate 36.8%

120 days after: historical avg +11.56%

20-day +2.75%
60-day +6.14%
120-day +11.56%
20-day
60-day
120-day
Win
50.6%
50.6%
47.4%
Sample
81
79
76
Median
+0.18%
+0.16%
-0.81%
Excess
+1%
+1.2%
+4.24%
Beat mkt rate
43.2%
39.2%
36.8%

Over 76 occurrences, 120-day forward avg gained 11.56%, beat the market by 4.24 pts; win rate 47.4%.

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)
0-20 815+25.2% +17.5% 70.4% +12.9%
20-40 343+59.2% +47.7% 74.6% +30.7%
40-60 620+28.3% -1.5% 46.3% +16.7%
60-80 You are here608+31.3% +25.6% 76.3% +15.5%
80-100 380+37.7% +14.4% 75% +11.8%

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 ≈ 37.19, at the 66.7th 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
+10.3%
Win rate 48.1% Excess +2%
447d
+21.4%
Win rate 60.9% Excess +13%
608d
Now
+22.3%
Win rate 68.3% Excess +10.4%
524d
60-day momentum down
+9.9%
Win rate 52.2% Excess +4.7%
565d
+6.7%
Win rate 51.9% Excess +0.3%
397d
+20%
Win rate 77.1% Excess +7%
345d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 524 historical days, 120-day forward avg gained 22.3%, win rate 68.3%, beat the market by 10.4%.

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.

25 times historically; 60-day forward avg +13.31%, win rate 60%, beating the market by +9.53 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.

45 times historically; 60-day forward avg +8.1%, win rate 60%, beating the market by +3.66 pts on average.

What does 和椿 do? Company profile

其他電子業；自動化設備、系統零組件、AI智慧機器人整合解決方案 上市

Overview

和椿科技股份有限公司成立於1980年11月18日，前身為和椿事業股份有限公司，初期以代理機械設備傳動零組件貿易為主，後續切入設備結構設計、傳動、驅動、控制與自動化整合。股票於2001年7月31日公開發行、2002年8月15日興櫃、2002年12月24日上櫃、2007年12月31日轉上市。公司總部位於台北市內湖區洲子街60號1樓。依公司2026年5月29日股東會後公告，董事會推選原副董事長張以昇為新任董事長，任期至2029年5月28日；總經理為朱鋑隆。第三方股市資料部分仍顯示前任董事長程天縱，應屬尚未完全更新。實收資本額約新台幣827,896,930元，已發行普通股82,789,693股，每股面額10元。2025年年報揭露截至2025年3月31日員工257人。2025年全年合併營收24.96億元、年增50.1%，歸屬母公司稅後淨利1.72億元，EPS 2.08元。2024年年報揭露主要法人與董監持股包括和椿行銷顧問、張以昇、李正模、朱鋑隆等；可查證前十大主要股東完整名單需以最新年報或股東名簿為準。重要子公司包括和椿自動化（上海）有限公司，主要從事國際貿易、加工組裝機械與電子機板分割機等業務。

Business

和椿定位為AI與機器人自動化解決方案供應商，業務涵蓋自動化零組件、自動化設備、AI機器人，以及節能安全裝置。2024年年報的產品營收結構為：自動化系統及零組件約94.30%、節能安全裝置及系統約3.04%、其他約2.66%；2025年公司/媒體揭露三大事業比重則為自動化零件38.1%、設備與模組50.8%、機器人及其他11.1%。主要產品包括伺服馬達、感測器、減速機/減速馬達、螺桿/高精度滑台、線性馬達、自潤軸承、控制器、主軸馬達、聯軸器、直線軸承、音圈馬達、電爪、電動缸、協作手臂、PCBA切板機、工業協作手臂、工業型機器人、服務型機器人、物流型機器人、人形機器人與綠風百葉窗。商業模式包含代理銷售國際自動化零組件、自製或整合PCBA製程設備與自動化模組、提供智慧製造/智慧物流/智慧服務的軟硬體整合顧問與解決方案，並透過auro solutions子品牌推動機器人與智慧物流整合。下游應用包含半導體先進製程、電子製造、EMS、AI伺服器供應鏈、自動化產線、物流倉儲、醫療、樓宇清潔、連鎖飯店、餐飲、百貨商場與零售服務。2024年銷售地區比重為內銷約67.98%、外銷約32.02%；2024年度有兩個匿名客戶代碼分別占銷貨22.25%與19.38%，公司未揭露客戶真實名稱。

Outlook 2025–2028

2025至2028年成長動能主要來自AI基礎建設、AI伺服器、高階半導體與電子製造客戶的擴產與製程優化，帶動設備與模組、自動化零組件、機器人整合方案需求。公司自2023年聚焦智慧機器人，並以智慧製造、智慧物流、智慧服務三大方向切入工業與商用場域；2026年與普渡機器人合作推出清潔、安防巡檢、工業物料搬運等AI機器人產品，擴大服務、商辦、工業巡檢與物料搬運應用。公司2026年5月公告已從傳統自動化設備零組件供應商轉型為AI智慧機器人整合解決方案商；2026年第一季營收7.7億元、年增58.7%，創歷史同期新高，顯示短期訂單與需求動能仍強。產業趨勢方面，IFR資料顯示全球工業機器人安裝量在2024年約54.2萬台，預估2025年達57.5萬台、2028年突破70萬台；少子化、缺工、智慧工廠、AI自學習、AMR、自主導航、RPA、低碳與設備延壽改造均支撐中長期自動化需求。公司策略包括強化第一生命曲線的半導體、電子製造、自動化模組現金流，並拓展第二生命曲線的AI機器人、智慧物流、智慧清潔、人形機器人、醫療與商用服務場域。潛在風險包括：機器人導入成本高、客戶ROI驗證時間、全球政經與地緣政治不確定、供應鏈代理權與關鍵零組件交期、匯率波動、匿名大客戶集中度、競爭者削價、AI機器人新產品良率與量產規模、資料隱私與安全風險，以及2025年營收高基期後成長率是否延續。2027至2028年的具體財務目標公司未明確揭露，因此僅能以產業趨勢與公司策略推估。

Supply Chain

Upstream
  • 台灣松下 2024年為和椿進貨占比35.87%的主要供應商；提供Panasonic伺服馬達、PLC、雷射模組、感測器、視覺模組等自動化驅動與控制產品，屬未在台股掛牌之台灣子公司/關係企業。
  • 昆山吉佑和 2024年為和椿進貨占比7.49%的關聯企業供應商，位於中國大陸，非台股掛牌。
  • Pudu Robotics 普渡機器人 和椿智慧機器人策略合作夥伴，供應商用配送、清潔、工業配送與AI機器人產品；中國未上市/非台股掛牌公司。
  • Kollmorgen 自動化驅動組件供應來源之一，提供線性馬達、直接驅動馬達等；美國企業，非台股掛牌。
  • Nabtesco 精密減速機供應品牌之一；日本上市公司，非台股掛牌。
  • Harmonic Drive 精密減速機供應品牌之一；日本上市公司，非台股掛牌。
  • Nidec Shimpo 伺服減速機供應品牌之一；日本企業集團，非台股掛牌。
  • Movensys 控制器供應品牌之一；非台股掛牌。
Downstream
  • 半導體與光電製造客戶（未揭露） 年報揭露下游包括ASIC、DRAM、LED、FPGA、CPU、GPU等光電半導體廠，應用於黏晶機、銲線機、雷射刻印、晶片移載、光纖耦合、自動控制模組與智慧物流；客戶名稱多未公開。
  • 電子資訊與EMS客戶（未揭露） 下游包括筆記型電腦、手機、伺服器、電子醫療設備與EMS產線；應用於PCBA切板機、雷射切板機、智能切割檢查機、手臂整合工站等。2024年兩大匿名客戶代碼分別占銷貨22.25%與19.38%。
  • 物流與倉儲業者（未揭露） 使用AMR、自主移動機器人、無人搬運、分揀、搬運與貨到人方案；公司未揭露具名客戶。
  • 餐飲、飯店、零售、商辦物業、醫療院所（未揭露） 智慧服務機器人應用，包括配送、導覽、清潔、巡檢、搬運等；多為未上市或未揭露客戶。
  • 一般產業機械與汽機車/電動車客戶（未揭露） 應用於食品加工、藥品加工、化妝品加工、CNC工作母機、加工中心機、汽車、機車、電動車等產業自動化設備。

Competitors

  • 士電 1503 年報/MoneyDJ列為自動化控制系統代理相關競爭者；台股上市公司。
  • 東元 1504 年報/MoneyDJ列為自動化控制系統代理相關競爭者；同時具馬達、機電與自動化產品線，台股上市公司。
  • 羅昇 8374 年報/MoneyDJ列為自動化控制系統代理相關競爭者；台股上櫃公司。
  • 大拓-KY 8455 MoneyDJ列為自動化控制系統代理競爭者；台股掛牌公司，實際掛牌狀態與。
  • 所羅門 2359 台股上市，機器視覺、3D視覺、AI與機器人整合相關業務，屬智慧製造/機器人整合領域競爭者。
  • 盟立 2464 台股上市，自動化設備與系統整合商，與和椿在自動化設備與智慧製造解決方案市場有競合。
  • 凌華 6166 台股上市，工業電腦、邊緣AI、運動控制與自動化平台供應商，與和椿控制器/自動化整合部分市場重疊。
  • 億豐 8464 MoneyDJ列為電動升降百葉窗競爭者之一；台股上市公司。
  • 慶豐富 9935 MoneyDJ列為電動升降百葉窗競爭者之一；台股上市公司。
Sources（14）

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.