Skip to main content
Free trial

Ask AI to review this stock

Copy the prompt to get recent events, historical reactions, and a short research brief.

Tell your AI:

Help me set up FinLab and analyze 6584 南俊國際. Please read: https://finlab.finance/en/setup?stock=6584

No install, open FinLab Studio

6584

南俊國際 Electronic Components As of 2026-06-17 Updated daily after market close

strong quality, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 南俊國際 to your watchlist to track signal changes on your next visit.
Valuation 15Quality 92Growth 83Momentum 84Chips 4

Is 南俊國際 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~92% of the market. Latest quarterly ROE ≈ 7.0%.

  • Valuation is high.PE is in the 86th market percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -8.7% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 47.0%, 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 +0.53
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 摩根大通 holds 1,141 lots
  • sellers have 1,043 lots left, ~170 sessions to clear

Window from 2026-01-17 · Price +100% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 摩根大通 has accumulated 1,141 lots since the start (sold 20%), still adding.
  • Main distributor 美林 peaked at 2,281 lots, has sold 87%, 286 left, ~22 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +3.31pp, mid holders +1, retail -2.27pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -286 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
摩根大通永豐金證券富邦證券群益金鼎國票-敦北法人康和-新竹
Distributing
美林新加坡商瑞銀凱基花旗環球港商野村富邦-仁愛
Desks
own scale
中國信託元大證券國泰證券宏遠證券
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 摩根大通 +1,141
    sold 20%· still adding
  • 永豐金證券 +790
    sold 1%· still adding
  • 富邦證券 +742
    sold 20%
  • 群益金鼎 +410
    sold 16%
  • 國票-敦北法人 +275
    sold 5%
  • 康和-新竹 +200
    sold 0%

Distributing

  • 美林 286 left
    sold 87%· ~22 sessions to clear
  • 新加坡商瑞銀 280 left
    sold 80%· ~8 sessions to clear
  • 凱基 297 left
    sold 54%· ~106 sessions to clear
  • 花旗環球 77 left
    sold 72%· paused recently
  • 港商野村 76 left
    sold 72%· ~127 sessions to clear
  • 富邦-仁愛 48 left
    sold 68%· paused recently

Desks

  • 中國信託 -526
    unclassified
  • 元大證券 -435
    unclassified
  • 國泰證券 -260
    unclassified
  • 宏遠證券 -254
    unclassified
Still selling 1,043 lots ~170 sessions to bottom at most
Recent buy/sell force +389 absorbed / -554 sold sellers slightly ahead
Hedge-desk net short -231 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 46.97%

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

26 historical occurrences (since 2024-01-10)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 64%, Sample 25, Median +8.89%, Excess +8.81%, Beat mkt rate 64%；60-day: Win 73.9%, Sample 23, Median +11.71%, Excess +15.52%, Beat mkt rate 56.5%；120-day: Win 60%, Sample 20, Median +26.64%, Excess +24.57%, Beat mkt rate 55%

120 days after: historical avg +45.41%

20-day +12.14%
60-day +27.17%
120-day +45.41%
20-day
60-day
120-day
Win
64%
73.9%
60%
Sample
25
23
20
Median
+8.89%
+11.71%
+26.64%
Excess
+8.81%
+15.52%
+24.57%
Beat mkt rate
64%
56.5%
55%

Over 20 occurrences, 120-day forward avg gained 45.41%, beat the market by 24.57 pts; win rate 60%.

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.

6 times historically; 60-day forward avg +23.86%, win rate 83.3%, beating the market by +9.72 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.

9 times historically; 60-day forward avg +34.17%, win rate 88.9%, beating the market by +16.28 pts on average.

What does 南俊國際 do? Company profile

電子零組件業；鋼珠導軌、伺服器導軌與功能性五金零組件 櫃買中心上櫃

Overview

6584 對應證券為南俊國際股份有限公司，為櫃買中心上櫃普通股。公司於 1984 年 6 月 19 日設立，總公司位於桃園市桃園區幸福路 202 號 6 樓；董事長為李金蘭，總經理為吳仁山，發言人為吳仁山。公司於 2023 年 5 月 18 日上櫃。依公司 115 年股東會年報與公開資訊，股本約新台幣 7.06 億元；截至 2026 年 4 月 30 日員工合計 760 人，不含學生與派遣人員。主要股東依 2026 年 4 月 13 日年報揭露包括合盈投資 12.55%、俊億投資 10.49%、AWESON TEK INVESTMENTS LIMITED 6.50%、李金蘭 5.94%、合鴻投資 5.65%、吳仁山 4.99%、吳怡珊 4.98%、吳宜倫 4.88%、吳辛埕 4.32%，以及匯豐台灣受託保管 ABS 直接股權基金有限責任公司投資專戶 2.82%。主要營運據點包括桃園總部、桃園廠、雲林雲科廠區、蘇州與美國子公司，以及越南 REPON TECH(VIETNAM) COM., LTD.；越南廠用於服務大型雲端服務業者資料中心伺服器導軌需求與分散地緣政治風險。

Business

南俊國際主營鋼珠導軌之研發、設計、製造、銷售與售後服務，產品用途涵蓋伺服器機櫃、辦公家具抽屜、工具櫃抽屜、居家櫥櫃、家電、醫療櫃、汽車、ATM/POS 等收納與承載應用。依 115 年年報，114 年度鋼珠導軌營收 23.65331 億元、占營業收入 97.22%，其他項目 0.67594 億元、占 2.78%；114 年合併營收 24.32925 億元。銷售區域方面，114 年內銷 16.10%，外銷美洲 47.50%，外銷其他地區 36.40%。製程包含鋼材裁切、分條、輥壓成型、沖壓、表面處理、組裝與出貨檢驗，商業模式偏向客製化 Design-in 與垂直整合製造。公司近年產品組合由傳統家具、家電、工具櫃等滑軌，快速轉向雲端與 AI 伺服器導軌；法說摘要指出 2026 年第一季伺服器相關營收占比已達約 74%，產品涵蓋通用型伺服器與 AI 伺服器導軌，並包含 Cable Management Arm 等伺服器周邊理線器。年報中的前大客戶以 A 公司匿名揭露，113 年與 114 年分別占銷貨淨額 10.46% 與 7.06%；公司表示整體銷售成長主要受惠全球雲端運算與 AI 伺服器需求，帶動高階導軌產品出貨增加。市場報導與法說摘要提及公司已切入 NVIDIA GB200、GB300、Vera Rubin/VR200 平台及美系 CSP 供應鏈，並與 Supermicro 等客戶有往來；上述具名客戶除公開法說摘要與媒體外，年報未完整逐一揭露，故以可查證但非全部公司官方逐名揭露資訊看待。

Outlook 2025–2028

2025 至 2028 年的核心展望在於伺服器導軌高值化、AI 伺服器平台放量、越南產能擴張與客戶數增加。公司 115 年年報指出，114 年受惠通用型伺服器導軌出貨增溫與 AI 伺服器導軌新產品開始出貨，營收年增 26%，毛利率由 113 年 26% 提升至 114 年 35%，稅後淨利約 3.7 億元、年增 92%。展望 115 年，公司預期 NVIDIA GB300、VR200、大型 CSP 自研 ASIC 等 AI 伺服器產品放量，加上通用型伺服器需求明顯增加，將擴大公司在全球伺服器導軌的市占規模、提升 ASP，並使營收、產品毛利率與營業淨利率較 114 年顯著成長。法說摘要進一步指出，2026 年已取得第三家美系 CSP 供應商資格，通用型伺服器產品生命週期約 3 至 4 年，可提供基礎營收；AI 伺服器迭代快，NPI 速度、截面資料庫、機構設計 IP、專利與自動化組裝是競爭關鍵。2026 至 2027 年，越南廠自有廠房與自動化產線規劃是重要擴產重點，年報載明 2026 年開始興建自動化工廠，法說摘要則提及 2026Q3 動土、2027Q4 完工；其目的為符合國際大廠供應鏈要求、提高伺服器導軌產能與分散地緣政治風險。2028 年以後，中長期策略包括建立研發中心、推動智能化生產、提高高附加價值產品比重、擴展全球經銷與在地服務，並跨足其他功能性五金產品。主要風險包括：AI 產品快速迭代造成研發與量產導入壓力；終端 CSP/ODM 專案時程延後或缺料影響拉貨；鋼材價格與中鋼等供料集中風險；匯率、關稅、台海與全球地緣政治風險；伺服器滑軌專利壁壘與川湖等強勢同業競爭；高評價下市場對營收與毛利率兌現要求提高。

Supply Chain

Upstream
  • 中國鋼鐵股份有限公司 2002 主要鋼捲供應來源；年報揭露南俊鋼珠導軌主要原物料為冷軋鋼捲與熱浸鍍鋅鋼捲，113 年與 114 年向中鋼進貨比重分別為 30.81% 與 27.74%，並有一季一約鋼捲供料合約。
  • 其他鋼材經銷商及供應商 年報未逐名揭露；公司表示除中鋼外亦向其他經銷商及供應商進貨，以分散料源過度集中、降低斷料與議價風險。
  • 塑膠零件、不鏽鋼鋼珠及其他零組件供應商 年報列示為鋼珠導軌所需原材料或零組件，但未揭露具名供應商。
  • 蘇州旭鵬精密工業有限公司 關係企業及委託製造對象；年報重要契約揭露委託其代工製造鋼珠導軌，非台股掛牌公司。
Downstream
  • 美國大型雲端服務供應商（CSP）客戶 資料中心與通用/AI 伺服器導軌終端需求來源；年報與法說摘要多以大型 CSP、甲客戶、乙客戶或第三家美系 CSP 稱呼，未完整揭露正式名稱。
  • NVIDIA Corporation 美國上市公司；法說摘要與媒體報導指稱南俊切入 GB200、GB300、VR200/Vera Rubin 等 AI 伺服器平台滑軌供應鏈，但 NVIDIA 並非台股掛牌。
  • Super Micro Computer, Inc. 美國上市公司；法說摘要列為伺服器導軌客戶之一，媒體亦稱其與南俊合作多年，非台股掛牌。
  • 國際家電品牌、家具/櫥櫃、工具櫃、醫療櫃、車用與 ATM/POS 客戶 傳統與利基應用下游客群；公司產品用於辦公家具、家電、工具櫃、櫥櫃、醫療、車用與 ATM/POS 等，但年報未逐一揭露客戶名稱。

Competitors

  • 川湖科技股份有限公司 2059 台股上市公司；伺服器滑軌與家具五金龍頭，具高市占、專利與快速開發能力，是南俊在高階伺服器導軌的主要直接競爭者。
  • 富世達股份有限公司 6805 台股上市公司；市場報導將其列為 AI 伺服器滑軌、機構件與液冷快接頭等受惠廠商，與南俊在部分伺服器滑軌或機構件應用可能競爭。
  • Accuride International Inc. 美系滑軌廠，非台股掛牌；業界報導列為全球主要滑軌廠之一。
  • CIS／泛亞電子工業（無錫）有限公司相關滑軌業者 非台股掛牌；媒體報導列為全球伺服器滑軌相關競爭者之一，曾涉及川湖專利訴訟報導。
  • 中國大陸低端標準品滑軌廠商 年報指出低端標準品市場競爭激烈；多為未具名或非台股掛牌廠商，南俊以功能性客製化與高附加價值產品區隔。
Sources（8）

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.