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6672

騰輝電子-KY Electronic Components As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

2 active signals

252d high Revenue ≥20%

This page refreshes daily after the close. Add 騰輝電子-KY to your watchlist to track signal changes on your next visit.

Is 騰輝電子-KY a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 66th market percentile. Latest quarterly ROE ≈ 3.4%.
Valuation is neutral.PE is in the 71th market percentile; within its own history, PE is around the 99th percentile.
Foreign investors are net selling.Foreign 20-day net flow ≈ -2.9% of volume (net sell).
Strong revenue growth.Latest monthly revenue YoY ≈ 35.0%, 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

Neutral +0.07

BearishNeutralBullish

Institutional rotation, concentration steady — neutral

Institutional rotation, concentration steady — neutral
永豐金-中正 holds 1,179 lots
sellers have 742 lots left, ~153 sessions to clear

Window from 2026-01-17 · Price +127% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 永豐金-中正 has accumulated 1,179 lots since the start (sold 0%), holding.
Main distributor 台灣摩根士丹利 peaked at 1,164 lots, has sold 46%, 624 left, paused recently.
TDCC big holders (absolute) >1000-lot holders -0.69pp, mid holders +4, retail -0.48pp — little change.
Foreign hedge-desk net short Net short -1,194 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-中正國泰-敦南元大-士林元大-成功群益金鼎-新店花旗環球

Distributing

台灣摩根士丹利美林凱基-站前摩根大通元大-竹科台新證券

Desks

own scale

凱基-城中富邦-台北兆豐-板橋統一-城中

Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline

Branch details Unit: lots

Accumulating

永豐金-中正 +1,179

sold 0%
國泰-敦南 +442

sold 18%
元大-士林 +255

sold 18%
元大-成功 +219

sold 6%· still adding
群益金鼎-新店 +189

sold 0%
花旗環球 +189

sold 0%

Distributing

台灣摩根士丹利 624 left

sold 46%· paused recently
美林 298 left

sold 68%· paused recently
凱基-站前 520 left

sold 39%· paused recently
摩根大通 72 left

sold 89%· paused recently
元大-竹科 63 left

sold 87%· paused recently
台新證券 44 left

sold 90%· paused recently

Desks

凱基-城中 -856

unclassified
富邦-台北 -658

unclassified
兆豐-板橋 -569

unclassified
統一-城中 -500

unclassified

Still selling 742 lots ~153 sessions to bottom at most

Recent buy/sell force +1,052 absorbed / -478 sold buyers slightly ahead

Hedge-desk net short -665 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.

252-day price high (breakout)

Active

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

10 historical occurrences (since 2021-02-22)

120 days after: historical avg +24.48%

20-day +9.74%

60-day +24.33%

120-day +24.48%

20-day

60-day

120-day

Win

55.6%

66.7%

75%

Sample

Median

+2.15%

+1.96%

+22.69%

Excess

+9.51%

+16.81%

+12.22%

Beat mkt rate

55.6%

50%

Over 8 occurrences, 120-day forward avg gained 24.48%, beat the market by 12.22 pts; win rate 75%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 34.98%

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

15 historical occurrences (since 2019-04-17)

120 days after: historical avg -10.22%

20-day +7.45%

60-day +14.01%

120-day -10.22%

20-day

60-day

120-day

Win

57.1%

41.7%

36.4%

Sample

Median

+1.12%

-7.96%

-23.67%

Excess

+5.7%

+10.8%

-8.8%

Beat mkt rate

35.7%

33.3%

18.2%

Over 11 occurrences, 120-day forward avg declined 10.22%, lagged the market by 8.8 pts; win rate 36.4%.

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.

0-20 +37.1%

20-40 +33%

40-60 +31.6%

60-80 +11.8%

80-100 +26% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	132	+37.1%	+38.3%	94.7%	+18.1%
20-40	135	+33%	+27.6%	95.6%	+12.7%
40-60	157	+31.6%	+10.7%	56.1%	+5.2%
60-80	227	+11.8%	-5.7%	29.1%	-27%
80-100 You are here	95	+26%	+18.8%	55.8%	-23.3%

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 ≈ 40.96, at the 99.3th 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

+16.7%

Win rate 88.6% Excess +1.1%

44d

+12%

Win rate 87.8% Excess +2.4%

98d

Now

+15.2%

Win rate 56.1% Excess -5.2%

289d

60-day momentum down

+14%

Win rate 77.1% Excess +10.4%

192d

+2.9%

Win rate 44.2% Excess -11.3%

154d

+42.2%

Win rate 60.7% Excess +7%

89d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 289 historical days, 120-day forward avg gained 15.2%, win rate 56.1%, lagged the market by 5.2%.

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.

32 times historically; 60-day forward avg +7.17%, win rate 46.9%, beating the market by +2.41 pts on average.

What does 騰輝電子-KY do? Company profile

電子零組件業；印刷電路板上游材料／銅箔基板、鋁基板、黏合片與特殊基板材料上市

Overview

6672 對應證券為騰輝電子國際集團股份有限公司，證交所上市普通股，簡稱騰輝電子-KY，外國企業註冊地為開曼群島，英文簡稱 Ventec。公司成立日期為 2012-10-16，上市日期為 2019-04-17；官網則說明集團業務起源／營運成立於 2000 年，為印刷電路板用黏合片、銅箔基板與鋁基板專業供應商。TWSE 基本資料列示住址為桃園市平鎮區工業五路 10 號；公司官網說明總部設在中國蘇州，並在中國蘇州、江陰、深圳及台灣有生產基地，歐洲與美國有銷售據點。董事長為 Alpha Victor Limited 代表人王有慈，總經理為鍾健人，發言人為財務長杜喬葦。普通股每股面額新台幣 10 元，實收資本額 714,347,450 元，已發行普通股 71,434,745 股。2025 年 5 月 12 日年報揭露員工合計 744 人，其中經理人 57 人、一般職員 687 人。2025 年 4 月 25 日主要股東包括首勝有限公司 Alpha Victor Limited 4,090,908 股、5.73%，理虹資本 1,900,000 股、2.66%，楊涵淇 1,754,936 股、2.46%，Prime Mission Limited 1,743,809 股、2.44%，Win Master Limited 1,713,000 股、2.40%，鍾健人 1,353,623 股、1.89%，以及陸籍／外籍員工集合投資專戶等。2024 年營收 42.276 億元，毛利率 33.55%；2025 年公司公告營收約 42.60 億元、EPS 4.85 元、擬配息 3.35 元。

Business

騰輝電子是 PCB 上游基材供應商，核心能力在樹脂配方、塗布、壓合與特殊材料開發。主要產品包括雙面與多層印刷電路板用銅箔基板、內層銅箔基板、黏合片、鋁基板、聚醯亞胺材料、金屬基板與各種散熱材料、高頻／高速基板材料、IC 封裝與測試材料、無鉛製程材料、無鹵材料、軟硬結合板基材、非基板高耐熱材料及薄膜純膠材料。2024 年產品營收結構為銅箔基板 15.34 億元、36.29%，鋁基板 13.34 億元、31.56%，黏合片 8.35 億元、19.75%，其他 5.24 億元、12.40%。2026Q1 法說揭露以應用屬性看，一般材料約 37%、特殊材料約 54%、其他約 9%，特殊材料毛利率區間顯著高於一般材料。銷售地區以亞洲為主，2024 年亞洲 74.34%、歐洲 18.60%、美洲 7.06%。商業模式為向玻璃布、銅箔、環氧樹脂等上游採購，透過蘇州、江陰、深圳、台灣等基地生產，再銷售給 PCB 廠、模組／系統供應鏈與海外經銷服務平台；客戶於年報以甲集團、乙集團匿名揭露，2024 年兩大客戶占比分別約 8.72%、9.31%，2025Q1 分別約 7.94%、8.33%。終端應用涵蓋一般電子、通訊、伺服器、AI 資料中心、高速低損耗板材、汽車照明與電動車散熱、LED、ECU、HUD、煞車能量回收、電子動力系統、半導體老化測試板、光通訊、低軌衛星、國防航太與雷達偵測系統。

Outlook 2025–2028

2025 至 2028 年主要成長動能來自高毛利特殊材料滲透率提升，而非單純一般 CCL 產能競爭。公司 2026Q1 法說指出，最新一代 AI 資料中心 M9／特殊低損耗材料與混成材料取得認證機會，低軌衛星火箭發動機主板與地面基站高速材料訂單成長，國防航太主板訂單雙位數成長並延伸至雷達偵測高頻／高速材料，數家國際半導體設備大廠於半導體老化測試板全面使用，中高階光通訊應用認可即將加速貢獻營收。年報也列示公司計畫開發 6G／元宇宙高頻高速材料、9.0W/mK 以上高階散熱材料、可撓性散熱基板、半導體探針板新型材料、航天雷達／自動駕駛／汽車雷達超高頻材料，以及 AI、半導體與高頻高速產品薄型化所需薄膜純膠。中期看，AI 伺服器、HPC、Edge AI、電動車、綠能、國防航太、低軌衛星與半導體測試板將推升高階 PCB 材料升級需求；公司若能把認證轉為量產，產品組合可望偏向特殊材料並支撐毛利率。產能方面，既有蘇州、江陰、深圳、台灣基地為主，法說揭露蘇州產能約 80 萬張／月、江陰 20 萬張／月、深圳 10 萬張／月、台灣 10 萬張／月；公司亦設有泰國子公司 VT TH，市場訊息指出泰國新廠規劃於 2026 年進入量產，但實際時程仍需以公司公告為準。主要風險包括玻璃布、銅箔、環氧樹脂等原料價格波動，CCL 同業擴產與低價競爭，終端需求不如預期導致成本轉嫁困難，環保規範與化學品管理成本提高，美中與地緣政治造成供應鏈重組，匯率波動，以及高階材料認證期長、量產良率與客戶導入速度不確定。

Supply Chain

Upstream

長春化工（江蘇）有限公司年報列為主要供應商與環氧樹脂／銅箔相關供應來源；屬長春集團中國子公司，非台股上市櫃公司。
合肥銅冠電子銅箔有限公司年報列為主要銅箔供應商；中國大陸供應商，非台股上市櫃公司。
台嘉玻璃纖維有限公司年報列為玻璃布供應商；未確認為台股上市櫃公司，stock_id 置 null。
重慶天勤材料有限公司年報列為玻璃布供應商；中國大陸未上市或非台股掛牌供應商。
江蘇東材新材料有限責任公司年報列為環氧樹脂供應商；中國大陸供應商，非台股上市櫃公司。
珠海宏昌電子材料有限公司年報列為環氧樹脂供應商；中國大陸供應商，非台股上市櫃公司。
南亞塑膠 1303 年報在全球銅箔基板主要廠商中列名南亞塑膠；同時南亞具樹脂、銅箔基板等電子材料布局，屬潛在同業／上游材料關係，未確認為騰輝直接供應商。
金居開發 8358 台股銅箔廠，位於 PCB／CCL 上游；未由年報確認為騰輝直接供應商，列為產業鏈上游代表公司。

Downstream

臻鼎-KY 4958 台股 PCB 大廠，屬銅箔基板、黏合片與特殊基材的下游應用廠商；未由年報確認為騰輝直接客戶。
欣興電子 3037 台股 PCB／載板大廠，屬高階 PCB 材料下游應用；未由年報確認為騰輝直接客戶。
華通電腦 2313 台股 PCB 廠，屬銅箔基板與高頻高速材料下游應用；未由年報確認為騰輝直接客戶。
健鼎科技 3044 台股 PCB 廠，屬銅箔基板與鋁基板下游應用；未由年報確認為騰輝直接客戶。
金像電子 2368 台股高階伺服器／網通 PCB 廠，屬高速低損耗材料下游應用；未由年報確認為騰輝直接客戶。
瀚宇博德 5469 台股 PCB 廠，屬銅箔基板、黏合片及特殊材料下游應用；未由年報確認為騰輝直接客戶。
敬鵬工業 2355 台股車用 PCB 廠，屬汽車電子與散熱材料下游應用；未由年報確認為騰輝直接客戶。
台郡科技 6269 台股軟板廠，屬 FCCL、軟硬結合板與黏合片材料下游應用；未由年報確認為騰輝直接客戶。

Competitors

台光電子材料 2383 年報列為全球銅箔基板主要廠商之一；台股上市 CCL／高頻高速材料同業。
聯茂電子 6213 年報列為全球銅箔基板主要廠商之一；台股上市 CCL 同業。
台燿科技 6274 年報列為全球銅箔基板主要廠商之一；台股上櫃高頻高速 CCL 同業。
南亞塑膠 1303 年報列為全球銅箔基板主要廠商之一；台股上市電子材料／CCL 同業。
建滔化工年報列為全球銅箔基板主要廠商之一；香港上市，非台股掛牌。
生益科技年報列為全球銅箔基板主要廠商之一；中國 A 股上市，非台股掛牌。
Panasonic Industry 年報列為高階銅箔基板主要國際競爭者之一；日本集團，非台股掛牌。
Isola 年報列為全球銅箔基板主要廠商之一；海外 PCB 材料同業，非台股掛牌。
Doosan 年報列為全球銅箔基板主要廠商之一；韓國集團，非台股掛牌。
Rogers Corporation 法說簡報將高頻產品對標美國 Rogers；美國上市材料公司，非台股掛牌。

Sources（9）

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.