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6613

朋億* Other Electronics As of 2026-06-17 Updated daily after market close

strong quality, fair valuation.

2 active signals
252d high Revenue ≥20%
This page refreshes daily after the close. Add 朋億* to your watchlist to track signal changes on your next visit.
Valuation 39Quality 84Growth 90Momentum 90Chips 77

Is 朋億* a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~84% of the market. Latest quarterly ROE ≈ 5.1%.

  • Valuation is neutral.PE is in the 54th market percentile; within its own history, PE is around the 100th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 5.0% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 81.7%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.43
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 台灣摩根士丹利 holds 418 lots
  • sellers have 806 lots left, ~107 sessions to clear

Window from 2026-01-17 · Price +77% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台灣摩根士丹利 has accumulated 418 lots since the start (sold 4%), still adding.
  • Main distributor 群益金鼎 peaked at 513 lots, has sold 31%, 354 left, ~107 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders +2, retail -1.74pp — little change.
  • Foreign hedge-desk net short Net short -41 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
台灣摩根士丹利永豐金證券美商高盛美林兆豐-台中摩根大通
Distributing
群益金鼎凱基-台北元大-竹科元大證券臺銀國票證券
Desks
own scale
永豐金-新竹台灣企銀-北高雄富邦-陽明國票-北高雄
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 +418
    sold 4%· still adding
  • 永豐金證券 +380
    sold 3%
  • 美商高盛 +261
    sold 9%· still adding
  • 美林 +244
    sold 21%
  • 兆豐-台中 +191
    sold 13%
  • 摩根大通 +181
    sold 0%· still adding

Distributing

  • 群益金鼎 354 left
    sold 31%· ~107 sessions to clear
  • 凱基-台北 223 left
    sold 37%· ~27 sessions to clear
  • 元大-竹科 100 left
    sold 72%· paused recently
  • 元大證券 215 left
    sold 26%· paused recently
  • 臺銀 53 left
    sold 36%· ~20 sessions to clear
  • 國票證券 15 left
    sold 81%· paused recently

Desks

  • 永豐金-新竹 -360
    unclassified
  • 台灣企銀-北高雄 -210
    unclassified
  • 富邦-陽明 -206
    unclassified
  • 國票-北高雄 -150
    unclassified
Still selling 806 lots ~107 sessions to bottom at most
Recent buy/sell force +1,010 absorbed / -268 sold buyers slightly ahead
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.

252-day price high (breakout)

Active

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

15 historical occurrences (since 2019-12-12)
Average forward return after 252-day price high (breakout)。20-day: Win 60%, Sample 15, Median +1.44%, Excess +2.34%, Beat mkt rate 60%；60-day: Win 76.9%, Sample 13, Median +4.06%, Excess +7.71%, Beat mkt rate 76.9%；120-day: Win 76.9%, Sample 13, Median +25.24%, Excess +13.67%, Beat mkt rate 84.6%

120 days after: historical avg +18.86%

20-day +2.81%
60-day +6.03%
120-day +18.86%
20-day
60-day
120-day
Win
60%
76.9%
76.9%
Sample
15
13
13
Median
+1.44%
+4.06%
+25.24%
Excess
+2.34%
+7.71%
+13.67%
Beat mkt rate
60%
76.9%
84.6%

Over 13 occurrences, 120-day forward avg gained 18.86%, beat the market by 13.67 pts; win rate 76.9%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 81.72%

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

62 historical occurrences (since 2017-12-28)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 62.2%, Sample 45, Median +1.25%, Excess +1.08%, Beat mkt rate 42.2%；60-day: Win 65.1%, Sample 43, Median +3.6%, Excess +2.33%, Beat mkt rate 62.8%；120-day: Win 76.7%, Sample 43, Median +9.57%, Excess +4.62%, Beat mkt rate 67.4%

120 days after: historical avg +8.91%

20-day +2.76%
60-day +4.11%
120-day +8.91%
20-day
60-day
120-day
Win
62.2%
65.1%
76.7%
Sample
45
43
43
Median
+1.25%
+3.6%
+9.57%
Excess
+1.08%
+2.33%
+4.62%
Beat mkt rate
42.2%
62.8%
67.4%

Over 43 occurrences, 120-day forward avg gained 8.91%, beat the market by 4.62 pts; win rate 76.7%.

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)
0-20 194+63.6% +64.6% 100% +41.1%
20-40 232+61.9% +47.1% 100% +23.6%
40-60 132+47.6% +48.8% 100% +11.2%
60-80 233+18.8% +23.6% 78.1% +9.8%
80-100 You are here261+12.4% +13.9% 70.1% +8.9%

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 ≈ 24.91, at the 100.0th 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
+26.5%
Win rate 100% Excess +17.5%
216d
+29%
Win rate 91.1% Excess +10.5%
259d
Now
+1.8%
Win rate 55.2% Excess -1.7%
400d
60-day momentum down
+20.1%
Win rate 100% Excess +12.8%
99d
+30.7%
Win rate 100% Excess +0.7%
123d
+18.8%
Win rate 84% Excess +16.2%
75d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 400 historical days, 120-day forward avg gained 1.8%, win rate 55.2%, lagged the market by 1.7%.

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.

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.

34 times historically; 60-day forward avg +6.17%, win rate 63.6%, beating the market by +3.18 pts on average.

What does 朋億* do? Company profile

其他電子業；半導體暨高科技製程供應系統、廠務水氣化整合與設備工程 櫃買中心上櫃

Overview

6613 對應證券為朋億*，為櫃買中心上櫃普通股，非 ETF、ETN、權證或特別股。公司全名朋億股份有限公司，英文全名 NOVA TECHNOLOGY CORP.，成立於 1997 年 6 月 13 日，總部位於新竹縣竹北市嘉豐南路二段76號10樓之1。董事長為梁進利，總經理兼發言人為馬蔚。公司於 2016 年 10 月公開發行、2016 年 12 月登錄興櫃、2017 年 12 月 28 日上櫃。普通股每股面額新台幣5元，截至公司官網揭露，實收資本額為新台幣389,007,425元，已發行普通股77,801,485股，特別股0股，簽證會計師事務所為安侯建業聯合會計師事務所。公司官方揭露主要經營業務為高科技產業製程系統、設備製造、安裝及銷售。主要股東方面，2026年3月28日名單顯示聖暉工程科技股份有限公司持有43,196,358股、持股55.52%，為最大股東；其後包含外資保管專戶、經理人與投資公司等小比例股東。員工規模方面，公開簡報與第三方彙整顯示母公司約150人、集團約千人以上；正式最新全集團人數未在本次可查資料中完整確認。公司為聖暉集團成員，2009年與聖暉工程科技策略聯盟並成為其旗下子公司；2021年取得銳澤實業股權；2025年成立53%持股之理海技研；2026年成立80%持股之絢富科技，主攻工程圖面3D建模設計與軟體資訊服務。

Business

朋億定位為高科技產業廠務系統中水、氣、化整合專家，服務對象涵蓋半導體、面板、太陽能、生技製藥、石化化工與其他高潔淨度製程產業。主要產品與服務包括：一、高潔淨度化學品供應與分裝系統，含化學品供應系統、研磨液供應系統、電子級化學品生產及分裝系統；二、特殊氣體供應系統與氣體二次配系統；三、高階濕製程清洗設備；四、剝離液再生系統；五、綠能環保系統整合，含廢氣處理、廢水零排放、海水淡化、廢化學品回收與油氣回收等。商業模式屬於專案型系統整合與設備製造，收入隨客戶建廠、擴產、裝機與工程完工進度認列，並搭配售後維護、耗材、工程服務及子公司區域製造服務。區域結構方面，2025年第二季營收比重為台灣49.3%、中國46.1%、東南亞及其他4.6%；2025年第四季為台灣47.5%、中國44.9%、東南亞及其他7.6%，顯示台灣與中國為主要市場，東南亞逐步放大。產品結構方面，公開法說彙整顯示2026年第一季高科技製程設備製造約占51%、水氣化系統整合工程約占46%、綠色永續整合等其他約占3%；此為第三方整理法說資料，仍應以公司正式法說簡報與財報附註為準。主要客戶類型為晶圓代工、記憶體、IDM、封裝測試、面板與高科技材料廠；公開媒體與歷史公開說明書曾列舉台積電、聯電、美光、南亞科、華邦電、旺宏、力成、穩懋、友達、群創等為客戶或供應鏈關係，但公司多以產業別與專案代號揭露，未必代表最新年度主要客戶排序。

Outlook 2025–2028

2025年公司營收為新台幣89.15億元、年減14.13%，但因產品組合改善與高毛利專案認列，毛利率提升至32.36%，稅後純益約10.4億元，EPS約13.37元，顯示營收下滑但獲利結構仍具韌性。2026年第一季合併營收23.42億元、年增8.95%，歸屬母公司淨利2.99億元、年增28.81%，EPS 3.84元，毛利率32.09%、營益率20.16%、淨利率15.13%，營收與獲利均創歷年同期新高；截至2026年第一季底在手訂單達127億元、年增81%，創歷史新高。2026年前5月合併營收41.36億元、年增25.75%，5月單月營收10.83億元、年增81.72%，顯示短期訂單認列動能升溫。2025至2028年的主要成長動能包括：AI晶片、HBM、先進製程、成熟製程補產能、先進封裝 CoWoS、CoPoS、FOPLP 等帶動高潔淨化學品供應、研磨液供應、氣體二次配、濕製程清洗與環保回收系統需求提升；全球半導體供應鏈區域化使台灣、中國、東南亞、日本等地新廠與擴廠專案延續；客戶對純度、潔淨度、濃度控制、安全供液與廢液回收要求提高，拉高單案技術門檻與附加價值；子公司蘇州冠禮科技股份有限公司申請深圳創業板上市若順利，可能提升中國市場資本能見度與海外拓展能力；2026年成立絢富科技，可能強化工程設計數位化、3D建模與軟體服務能力。2027至2028年未見公司正式量化財測，本研究僅能推估：若AI與記憶體資本支出維持高檔、先進封裝產能持續擴張，朋億在手訂單可望逐步轉為營收；但若客戶資本支出放緩、中國半導體補貼或擴產節奏變動、工程專案驗收遞延、匯率與原物料成本波動、專案人力與交期管理不順、兩岸及地緣政治限制升高，營運與毛利率可能波動。

Supply Chain

Upstream
  • 住友化學工程株式會社（Sumitomo Chemical Engineering Corp.） 日本住友集團旗下公司，朋億創立初期即與其技術合作，屬技術合作與高科技製程工程 know-how 來源；非台股掛牌公司。
  • 三菱電機（Mitsubishi Electric） MoneyDJ 公司互動資料列為供應商或產業關係企業之一，可能涉及自動化、電機控制或設備元件；日本上市公司，非台股掛牌。
  • Kanto Chemical Engineering MoneyDJ 產業資料列為國外競爭或關係企業之一，與高潔淨化學品及化工工程領域相關；非台股掛牌。
  • Hanyang ENG 韓國高科技廠務與氣化系統工程公司，MoneyDJ 列為產業競爭或關係企業；韓國上市或掛牌企業，非台股。
Downstream
  • 台積電 2330 媒體與歷史公開資料曾列為朋億半導體客戶；主要應用為晶圓廠高潔淨化學品、氣體供應與廠務系統。最新年度客戶排序未由公司逐一公開。
  • 聯電 2303 媒體與歷史公開資料曾列為長期半導體客戶；應用於晶圓廠建廠、擴產與製程供應系統。
  • 美光（Micron） 美國上市記憶體大廠，媒體報導列為朋億相關客戶或長期供應鏈夥伴；非台股掛牌。
  • 南亞科 2408 台股記憶體公司；媒體報導南亞科曾公告向朋億取得廠務設備，屬記憶體擴產相關下游客戶。
  • 華邦電 2344 媒體列為半導體記憶體客戶群之一；最新年度主要客戶占比未由公司逐一公開。
  • 旺宏 2337 媒體與歷史資料列為客戶或供應鏈關係；應用於記憶體廠房化學品與廠務系統。
  • 力成 6239 封測大廠，媒體列為朋億供應鏈關係；先進封裝與封測擴產可帶動化學品、氣體與廠務系統需求。
  • 穩懋 3105 化合物半導體公司，媒體列為朋億客戶群之一；最新年度主要客戶排序未確認。
  • 友達 2409 面板廠，歷史媒體與公開資料列為朋億客戶群；應用於光電廠高潔淨製程與廠務系統。
  • 群創 3481 面板廠，歷史媒體與公開資料列為朋億客戶群；應用於光電廠製程供應與廠務系統。

Competitors

  • 帆宣 6196 台股上市櫃高科技廠務、設備代理與系統整合業者，MoneyDJ 列為朋億主要競爭者之一。
  • 信紘科 6667 台股上櫃高科技廠務、製程供應與環保節能系統業者，MoneyDJ 列為主要競爭者之一。
  • 矽科宏晟 6725 台股掛牌高科技廠務與系統工程相關業者，MoneyDJ 列為主要競爭者之一。
  • 漢唐 2404 台股上市無塵室與高科技廠務工程大廠，與朋億在半導體建廠、廠務與系統整合領域具部分競合。
  • 亞翔 6139 台股上市無塵室、機電與高科技廠務工程業者，與朋億在半導體建廠供應鏈有部分競合。
  • 和淞 台股掛牌高科技廠務工程與系統整合業者，MoneyDJ 公司互動資料列為產業競爭或關係企業。
  • 聖暉* 5536 朋億母公司與聖暉集團核心工程公司，業務在高科技廠務工程上具集團分工與部分重疊，嚴格而言不是純外部競爭者。
  • Hanyang ENG 韓國高科技廠務與氣體、化學系統工程業者，MoneyDJ 列為主要國外競爭者之一；非台股掛牌。
  • Mitsubishi Electric 日本電機與自動化大廠，MoneyDJ 產業資料列為國外競爭或關係企業；非台股掛牌。
  • Kanto Chemical Engineering 日本化工工程相關企業，MoneyDJ 列為國外競爭者之一；非台股掛牌。
Sources（17）

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.