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6691

洋基工程 Other Electronics 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 洋基工程 to your watchlist to track signal changes on your next visit.
Valuation 36Quality 87Growth 90Momentum 75Chips 95

Is 洋基工程 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 76th market percentile. Latest quarterly ROE ≈ 12.8%.

  • Valuation is neutral.PE is in the 56th market percentile; within its own history, PE is around the 91th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 15.3% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 82.3%, 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 +0.53
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 台灣摩根士丹利 holds 1,072 lots
  • sellers have 837 lots left, ~50 sessions to clear

Window from 2026-01-17 · Price +19% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台灣摩根士丹利 has accumulated 1,072 lots since the start (sold 17%), still adding.
  • Main distributor 凱基-城中 peaked at 470 lots, has sold 85%, 70 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +2.14pp, mid holders -2, retail +0.01pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -558 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
台灣摩根士丹利美商高盛元大-鑫永和國泰-忠孝新加坡商瑞銀元富
Distributing
凱基-城中群益金鼎-忠孝永豐金-板新永豐金證券凱基-台北宏遠證券
Desks
own scale
元大證券凱基美林群益金鼎-西松
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 +1,072
    sold 17%· still adding
  • 美商高盛 +828
    sold 10%· still adding
  • 元大-鑫永和 +735
    sold 0%
  • 國泰-忠孝 +637
    sold 0%· still adding
  • 新加坡商瑞銀 +249
    sold 16%· still adding
  • 元富 +223
    sold 0%

Distributing

  • 凱基-城中 70 left
    sold 85%· paused recently
  • 群益金鼎-忠孝 230 left
    sold 51%· ~10 sessions to clear
  • 永豐金-板新 141 left
    sold 61%· ~8 sessions to clear
  • 永豐金證券 119 left
    sold 65%· ~36 sessions to clear
  • 凱基-台北 217 left
    sold 36%· paused recently
  • 宏遠證券 60 left
    sold 81%· ~3 sessions to clear

Desks

  • 元大證券 -598
    unclassified
  • 凱基 -411
    unclassified
  • 美林 -354
    hedge desk · will cover
  • 群益金鼎-西松 -348
    unclassified
Still selling 837 lots ~50 sessions to bottom at most
Recent buy/sell force +2,102 absorbed / -892 sold buyers slightly ahead
Hedge-desk net short -433 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.

13 historical occurrences (since 2023-01-30)
Average forward return after 252-day price high (breakout)。20-day: Win 66.7%, Sample 12, Median +8.45%, Excess +3.88%, Beat mkt rate 50%；60-day: Win 90.9%, Sample 11, Median +8.68%, Excess +0.92%, Beat mkt rate 54.5%；120-day: Win 80%, Sample 10, Median +24.5%, Excess +7.72%, Beat mkt rate 60%

120 days after: historical avg +27.39%

20-day +6.95%
60-day +11.78%
120-day +27.39%
20-day
60-day
120-day
Win
66.7%
90.9%
80%
Sample
12
11
10
Median
+8.45%
+8.68%
+24.5%
Excess
+3.88%
+0.92%
+7.72%
Beat mkt rate
50%
54.5%
60%

Over 10 occurrences, 120-day forward avg gained 27.39%, beat the market by 7.72 pts; win rate 80%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 82.35%

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

57 historical occurrences (since 2022-01-03)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 52.9%, Sample 34, Median +1.37%, Excess +0.85%, Beat mkt rate 55.9%；60-day: Win 75%, Sample 32, Median +8.22%, Excess +5.95%, Beat mkt rate 65.6%；120-day: Win 86.2%, Sample 29, Median +27.74%, Excess +14.7%, Beat mkt rate 69%

120 days after: historical avg +26.73%

20-day +2.26%
60-day +11.61%
120-day +26.73%
20-day
60-day
120-day
Win
52.9%
75%
86.2%
Sample
34
32
29
Median
+1.37%
+8.22%
+27.74%
Excess
+0.85%
+5.95%
+14.7%
Beat mkt rate
55.9%
65.6%
69%

Over 29 occurrences, 120-day forward avg gained 26.73%, beat the market by 14.7 pts; win rate 86.2%.

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 0Insufficient data
20-40 0Insufficient data
40-60 0Insufficient data
60-80 5Insufficient data
80-100 You are here84+79.2% +78.2% 100% -0.4%

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 ≈ 26.05, at the 91.1th 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
Insufficient data
(0d)
Insufficient data
(6d)
Now
+37.4%
Win rate 100% Excess +6.4%
139d
60-day momentum down
Insufficient data
(0d)
Insufficient data
(2d)
+33.7%
Win rate 100% Excess -7.7%
62d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 139 historical days, 120-day forward avg gained 37.4%, win rate 100%, beat the market by 6.4%.

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.

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.

21 times historically; 60-day forward avg +12.14%, win rate 73.7%, beating the market by +5.74 pts on average.

What does 洋基工程 do? Company profile

其他電子業；高科技廠房無塵室與機電空調統包工程 上市

Overview

6691 對應洋基工程股份有限公司，為台灣證券交易所上市普通股，非 ETF、ETN、特別股或權證。公司成立於 1980/07/25，早期以食品廠冷凍技術與冷凍工程起家，1985 年跨足電子產業，後續服務範圍延伸至面板、太陽能、半導體、光學、生技、商辦大樓、飯店與醫療中心等機電統包整合工程。總部位於新北市林口區文化二路一段266號18樓之3，電話 02-26001350。公司於 2022/01/03 上市。董事長為劉士源，總經理為林鴻忠，發言人為程志豪。公開資訊與股市資料顯示實收資本額約新台幣 12.15 億元，已發行普通股約 1.21 至 1.22 億股；經濟部登記資料顯示實收資本額為 1,214,872,090 元。員工規模資料來源不一：104 人力銀行揭露員工數約 635 人，1111 人力銀行頁面揭露約 400 至 630 人；投資社群整理 2026 法說資訊稱現有人力約 932 人且 2026 年擬擴編 100 至 200 人，此部分非官方年報原文，列為待查證。主要股東方面，公開可查資料顯示董事長劉士源透過力多投資有限公司持股、董事林鴻忠透過鴻門有限公司持股；另 2023 年資料曾列平金興業、慕田投資為主要股東之一，但最新完整前十大股東名單未能由官方年報原文直接驗證，因此不列入確定事實。

Business

洋基工程主要業務為承攬高科技產業無塵室及機電空調統包工程，收入來源以建造合約之合約收入為主。服務項目包含潔淨室恆溫恆濕工程、高低壓輸電安裝工程、HVAC 商業精緻空調、消防系統安裝工程、製程管線系統、給排水系統、製程廢氣系統、監控及弱電系統、室內裝修與節能技術服務等。商業模式屬工程承攬與統包整合，依客戶建廠、擴廠或廠務升級需求承接設計、規劃、採購、施工、整合與節能顧問，營收通常隨工程進度以完工比例認列。2021 年上市前後揭露之營收結構曾顯示台灣約 66%、中國約 34%；產業別則以晶圓半導體約 54%、PCB 約 21.38%、光電約 7.83%、電子零組件與傳統精密約 3.78%，其餘為生技與其他。2025 至 2026 年較新的法說與市場整理資料顯示，半導體仍為最大需求來源，但比重有逐步降低跡象，2025 年半導體約 58.36%、PCB 約 14.88%，並新增或擴大資料中心、商辦大樓等專案比重；上述細項比重因未直接取得官方簡報原檔，信心為中等。主要客戶與終端應用包括晶圓代工、記憶體、先進封裝、IC 載板、PCB、光電、電子零組件、資料中心、商辦與金融大樓等。公開新聞曾列客戶包含台積電、旺宏、力晶、華通、光寶科、友達、大立光、景碩、華碩等；2025 年後重要在建或接單案包含台積電先進封裝廠無塵室工程、ASML 林口專案、富邦金控高雄凹子底機電工程、A-Top 新嶺雲端數據園區資料中心，以及美系記憶體大廠逾 200 億元工程大單與定穎泰國廠相關工程。

Outlook 2025–2028

2025 年：公司受惠半導體先進製程、先進封裝、PCB 海外建廠與資料中心建置需求，營收明顯成長。公開月營收資料顯示 2025 年全年合併營收約 223.52 億元，年增約 47.13%；媒體報導 2025 年稅後純益約 29.85 億元、EPS 約 24.76 元，營收與獲利創高。2025 年 2 月底在手訂單曾揭露超過 410 億元，6 月報導約 420 億元，年底因美系記憶體大廠逾 200 億元大單而推升至約 550 億元。2026 年：截至 2026 年 5 月，官方投資人頁面揭露 2026 年 5 月單月營收 38.35624 億元，年增 82.36%，當年累計營收 136.71732 億元；公司 2026 年第 1 季營收約 69.77 億元、年增約 76.8%，EPS 約 7.19 元。若在手訂單依工程進度順利認列，2026 年營運動能仍強；市場整理稱未認列訂單約 530 億元且約七成可能於 2026 年認列，但此屬法說或二手整理資訊，需持續追蹤實際工程進度。2027 年：美系記憶體大廠逾 200 億元大單預計 2027 年上半年完工，將支撐 2026 至 2027 年營收能見度；PCB 供應鏈往泰國、越南等東南亞移轉，也可能帶動廠務、無塵室、機電與製程管線需求。2028 年：可見度較低，合理推估成長動能將取決於 AI/HPC、先進封裝、記憶體投資週期、台商海外建廠、資料中心與商辦大型案延續性；若 2025 至 2027 大型訂單集中完工後新案銜接不足，營收可能回落。主要風險包含工程進度遞延、客戶資本支出循環、半導體與 PCB 產業景氣波動、少數大客戶與大型專案集中、原物料與人力成本上升、海外施工管理與匯率風險、統包工程毛利率波動、工安與品質責任，以及大型案完工後訂單空窗。

Supply Chain

Upstream
  • 空調箱、冷凍機、風管、濾網、潔淨室隔間、配電盤、電纜、消防、閥件與管材供應商 工程統包所需設備與材料供應鏈；公開資料未完整揭露特定供應商名單，因此以供應品類描述，非單一掛牌公司。
  • 工程設計、BIM、機電與無塵室施工協力廠商 提供設計、施工、人力與專案執行支援；公司官網提到已導入 3D BIM 與價值工程，但未公開完整協力廠商名單。
  • 高低壓輸配電、監控弱電與製程管線系統設備商 屬高科技廠房機電統包工程必要上游；未能確認特定台股上市櫃供應商。
Downstream
  • 台積電 2330 晶圓代工與先進封裝客戶；公開新聞列為洋基工程客戶，2025 年在建案包含台積電先進封裝廠無塵室工程。
  • 旺宏 2337 半導體記憶體客戶；公開新聞列為洋基工程客戶。
  • 力積電 6770 晶圓代工相關客戶；早期新聞稱力晶為客戶，現台股掛牌主體為力積電，關係需以個別合約公告再確認。
  • 華通 2313 PCB 客戶；公開新聞列為洋基工程客戶。
  • 光寶科 2301 電子零組件與系統客戶；公開新聞列為洋基工程客戶。
  • 友達 2409 面板與光電客戶；公開新聞列為洋基工程客戶。
  • 大立光 3008 光學元件客戶；公開新聞列為洋基工程客戶與訂單需求來源。
  • 景碩 3189 IC 載板客戶；公開新聞列為洋基工程客戶。
  • 華碩 2357 電子與資訊產品客戶；公開新聞列為洋基工程客戶。
  • 富邦金控 2881 商辦與金融大樓機電工程需求端；2025 年公開報導提及富邦金控高雄凹子底機電工程。
  • ASML 荷蘭上市半導體設備商；2025 年公開報導提及 ASML 林口專案，非台股上市櫃公司。
  • A-Top 新嶺雲端數據園區 資料中心工程需求端；公開報導提及其中一座資料中心新建工程，非確認之台股上市櫃公司。
  • 美系記憶體大廠 2025 年公開報導稱洋基工程接獲逾 200 億元工程大單，預計 2027 上半年完工；客戶未具名，可能為海外上市或未揭露公司。
  • 定穎投控 3715 PCB 客戶；公開報導提及定穎泰國廠廠務工程與自地委建廠房廠務及機電工程訂單。

Competitors

  • 漢唐集成 2404 上市公司，半導體、光電等科技廠房整廠、無塵室、控制、機電、特殊製程系統建造、設計、規劃、顧問與維護服務，為洋基工程主要同業。
  • 聖暉工程科技 5536 上櫃公司，承攬電子、生技醫藥等高科技產業無塵室及相關機電、製程管線設計與建造，為直接競爭者。
  • 亞翔工程 6139 上市公司，提供工業機電系統整合工程、生化無菌室、電子業無塵室及相關機電製程管線設計與建造，為直接競爭者。
  • 帆宣 6196 上市公司，半導體與高科技廠務、設備與系統整合服務商，部分廠務工程與系統整合領域與洋基工程競爭。
  • 巨漢 6903 台股掛牌公司，承攬高科技產業無塵室及機電空調統包工程，公開比較資料常列為相近同業。
  • 旭誼工程 台股掛牌或興櫃相關資料中可見之機電與空調、二次配工程同業；主要客戶群以高科技半導體業為主，掛牌狀態需依最新交易所資料確認。
Sources（24）

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.