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Help me set up FinLab and analyze 6263 普萊德. Please read: https://finlab.finance/en/setup?stock=6263
6263
strong quality, fair valuation, no active signal today.
Is 普萊德 a buy? Fundamentals and valuation first
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Top-tier profitability.Operating margin beats ~95% of the market. Latest quarterly ROE ≈ 7.2%.
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Valuation is neutral.PE is in the 44th market percentile; within its own history, PE is around the 96th percentile.
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Foreign investors are net selling.Foreign 20-day net flow ≈ -12.0% of volume (net sell).
Chip flow
Institutional rotation, concentration steady — bullish
Window from 2026-01-17 · Price +29% · branches to 2026-06-17· TDCC to 2026-06-12
- Largest holder 台新-城東 has accumulated 84 lots since the start (sold 0%), still adding.
- Main distributor 華南永昌 peaked at 116 lots, has sold 90%, 12 left, paused recently.
- TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders +0, retail +0.03pp — little change.
- Foreign hedge-desk net short Net short -380 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Accumulating
- 台新-城東 +84
- 元大-府城 +80
- 永豐金-市政 +63
- 國票證券 +61
- 兆豐-大安 +44
- 富邦-中壢 +38
Distributing
- 華南永昌 12 left
- 統一 17 left
- 元大-淡水 24 left
- 富邦-板橋 31 left
- 群益金鼎-鳳山 32 left
- 國票-安和 20 left
Desks
- 摩根大通 -311
- 美林 -287
- 凱基-台北 -272
- 美商高盛 -176
Weak direction: big-holder share fell while retail share rose.
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
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 band | Sample days | 240-day avg return | Median | Win rate | Avg excess (vs index) |
|---|---|---|---|---|---|
| 0-20 | 569 | +34.4% | +26.9% | 99.8% | +20.3% |
| 20-40 | 411 | +25.8% | +22.1% | 92.5% | +9.7% |
| 40-60 | 553 | +17.1% | +11.6% | 90.4% | +5.7% |
| 60-80 | 708 | +22.7% | +13.4% | 87.9% | +10.1% |
| 80-100 You are here | 801 | +15.4% | +14.9% | 66.4% | -9.8% |
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 ≈ 19.65, at the 95.9th 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.
Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1050 historical days, 120-day forward avg gained 7.8%, win rate 70.9%, lagged the market by 0.5%.
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.
252-day price high (breakout)
PendingAdjusted close makes a new 252-day high; repeats within 20 days counted once.
47 times historically; 60-day forward avg +4.58%, win rate 67.4%, beating the market by +2.16 pts on average.
Monthly revenue YoY ≥ 20% (from filing deadline)
PendingMonthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).
48 times historically; 60-day forward avg +5.14%, win rate 68.9%, beating the market by +1.22 pts on average.
Foreign net buying for 5 straight days
PendingForeign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.
52 times historically; 60-day forward avg +4.43%, win rate 59.6%, beating the market by +0.61 pts on average.
What does 普萊德 do? Company profile
Overview
6263 對應證券為普萊德科技股份有限公司，為櫃買中心上櫃普通股，英文簡稱 Planet。公司成立於 1993-01-05，2002-12-12 登錄興櫃，2003-09-17 上櫃；總部位於新北市新店區民權路96號10樓。董事長兼總經理為陳清港，發言人為財務長林滿足。依櫃買 OpenAPI 2026-06-17 資料，實收資本額為新台幣625,009,640元，已發行普通股62,500,964股，無特別股。2025年報揭露截至2025年底員工173人，2026-03-31為170人；2025年底平均年齡43.27歲、平均服務年資9.63年。2026-03-29主要股東包括普揚投資16,856,237股、26.97%，陳清港4,211,978股、6.74%，許華玲3,030,241股、4.85%，臺銀信託專戶公益信託普萊德基金專戶1,506,293股、2.41%，黃偉珍0.82%，豐騰投資有限公司0.82%，周筱娟0.77%，林滿足0.52%，黃啓銘0.50%，吳雪如0.48%。公司以自有品牌 PLANET 行銷全球，官網稱品牌通路遍及160餘國。
Business
普萊德是自有品牌網路通訊設備研發、製造與銷售公司，產品涵蓋區域網路交換器、光纖網路傳輸與媒體轉換、乙太網路供電 PoE、工業級乙太網路、工業自動化控制、5G/AIoT/LoRa 無線通訊、網路資安與寬頻、網路語音與監控、網路周邊、中央網管系統與 CloudNMS/NMS-AIoT。2025年合併營收新台幣1,884,286仟元，產品比重為工業網路52.26%、乙太網路供電17.38%、光纖網路17.07%、交換器7.67%、資安及寬頻網路2.38%、網路應用設備2.26%、無線及行動通訊網路設備0.98%。銷售地區為歐洲46.88%、美洲23.91%、亞洲18.16%、其他11.05%。商業模式以台灣研發設計、自有品牌、全球經銷通路與專案市場為主，部分委外加工，其餘自行研發設計與生產；年報揭露主要原料非特殊材料、易於市場取得。終端應用包括企業網路、資料中心、電信與寬頻、智慧城市、工業4.0、智慧工廠、軌道/交通、能源、醫療、政府與公共機關、教育、金融、智慧建築、監控安防與家庭自動化。2025年前十大客戶合計低於年度銷貨40%，單一國家營收比重依年報說法不超過10%，但2026法說簡報列示前十大國家第一名為12.1%，兩者口徑或期間可能不同。
Outlook 2025–2028
2025基準：公司2025年營收18.84億元、連續第五年創高，年報與2026法說揭露毛利率約47%、EPS 8.32元；核心營收仍由工業級網路設備、PoE與光纖網路支撐。2025-2028成長動能主要來自：一、AI與大數據推動雲端、資料中心與高速網路基礎建設需求，公司已布局10G/25G/100G與年報提及800G/400G/100G高埠數網管交換器、AI網路與邊緣AI監控。二、AIoT、IIoT、智慧工廠、智慧交通、智慧醫療、能源管理與5G專網等垂直市場擴張，工業級網通產品占比已連續多年維持約五成以上。三、CloudNMS、NMS-AIoT、雲端/App管理與可能的訂閱式服務，可提高軟體與服務附加價值，但訂閱收入規模尚未公開。四、資安產品升級，包括零信任、DPI/IDP、工業資安、PUF/PQC與歐盟EN18031、IEC 62443相關認證，有助因應歐盟CRA等法規趨勢。五、再生能源供電PoE、AI智慧能源管理與低碳產品，可受惠歐洲能源轉型、企業節能與ESG採購需求。六、全球160餘國經銷通路與歐美展會推廣，維持品牌滲透。主要風險與挑戰：地緣政治、貿易政策與關稅壁壘、國際碳關稅不確定性、匯率波動，尤其新台幣升值會壓抑台幣營收與獲利；原物料與關鍵零組件價格波動；AI/高速交換器題材能否轉化為穩定訂單仍需觀察；網通市場競爭激烈，ODM大廠、品牌廠與低價競爭者均可能壓縮價格；資安與AI產品需持續投入認證與研發。2026-2028具體財測公司未公開，本段為依年報、法說與產業趨勢推估。
Supply Chain
- D公司（年報匿名） 2025年報揭露2025年度唯一占進貨淨額逾10%的主要供應商，進貨金額90,437仟元、占10.70%；公司未揭露實名，無法判定是否為台股上市櫃公司。
- E公司（年報匿名） 2025年報揭露2024年度占進貨淨額10.33%，2025年占比降至8.47%；公司未揭露實名，推定為電子零組件、網通零件或委外加工相關供應商之一，無法判定掛牌狀態。
- 委外代工廠與原料供應商 年報表示部分產品委外加工，主要原料非特殊材料且供應正常；未揭露具名供應商，因此不填台股代號。
- A公司（年報匿名） 2025年報揭露2025年度主要銷貨客戶，銷貨金額193,785仟元、占年度銷貨10.29%；公司未揭露實名，無法判定是否為台股上市櫃公司。
- 全球經銷商與系統整合夥伴 普萊德以自有品牌PLANET透過160餘國經銷通路銷售，涵蓋歐洲、美洲、亞洲、中東與非洲；多數通路未逐名揭露，掛牌狀態未知。
- 企業、政府、電信、工業與能源場域客戶 下游應用包括企業網路、資料中心、雲端服務、政府標案、電信寬頻、智慧工廠、交通、醫療、能源與安防監控；多為終端應用市場或未揭露客戶。
Competitors
- 亞瑟科技 2326 台股上市櫃網通設備同業，外部資料列為普萊德競爭對手之一。
- 友訊科技 2332 D-Link品牌網通設備商，消費級與商用網通產品與普萊德部分重疊。
- 智邦科技 2345 資料中心交換器與網通ODM大廠，在高速交換器、雲端與企業網路設備供應鏈具競爭關係。
- 亞旭電腦 網通與寬頻設備製造商，外部資料列為同業競爭者。
- 仲琦科技 2419 寬頻與電信網通設備商，與普萊德寬頻/網通設備市場部分重疊。
- 訊舟科技 3047 Edimax品牌網通設備商，消費級與商用網通產品線與普萊德部分重疊。
- 合勤控股 3704 Zyxel相關網通品牌與電信/企業網通設備商，外部資料常列為網通同業。
- 正文科技 4906 寬頻、無線與電信網通設備製造商，為台股網通設備同業。
- 中磊電子 5388 寬頻、電信與網通設備ODM大廠，與普萊德在部分網通設備市場具替代競爭。
- 啟碁科技 6285 無線通訊、寬頻與車用/企業網通設備大廠，與普萊德在5G、無線與企業網通應用部分重疊。
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.