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6743

安普新 Other Electronics As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation, no active signal today.

This page refreshes daily after the close. Add 安普新 to your watchlist to track signal changes on your next visit.

Is 安普新 a buy? Fundamentals and valuation first

Weak profitability.Operating margin is in the 33th market percentile. Latest quarterly ROE ≈ -1.0%.
Valuation is neutral.PE is in the 66th market percentile; within its own history, PE is around the 41th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 1.4% of volume (net buy).

Chip flow

Neutral +0.01

BearishNeutralBullish

Institutional rotation, concentration steady — neutral

Institutional rotation, concentration steady — neutral
台灣企銀 holds 798 lots
sellers have 333 lots left, ~150 sessions to clear

Window from 2026-01-17 · Price +6% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 台灣企銀 has accumulated 798 lots since the start (sold 0%), still adding.
Main distributor 新光-台南 peaked at 230 lots, has sold 83%, 39 left, ~98 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders -0.71pp, mid holders -2, retail +1.10pp — drifting down to retail.
Foreign hedge-desk net short Net short -521 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

台灣企銀台灣摩根士丹利富邦-二林永豐金-新店台新國泰-桃園

Distributing

新光-台南富邦-羅東元大-沙鹿華南永昌永豐金-板新永豐金-忠孝

Desks

own scale

元大-板橋元大-敦南永豐金-敦南美林

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

Branch details Unit: lots

Accumulating

台灣企銀 +798

sold 0%· still adding
台灣摩根士丹利 +177

sold 14%· still adding
富邦-二林 +165

sold 0%· still adding
永豐金-新店 +140

sold 0%· still adding
台新 +133

sold 0%· still adding
國泰-桃園 +121

sold 14%

Distributing

新光-台南 39 left

sold 83%· ~98 sessions to clear
富邦-羅東 37 left

sold 73%· ~7 sessions to clear
元大-沙鹿 74 left

sold 31%· paused recently
華南永昌 34 left

sold 60%· paused recently
永豐金-板新 9 left

sold 89%· ~2 sessions to clear
永豐金-忠孝 15 left

sold 80%· paused recently

Desks

元大-板橋 -518

unclassified
元大-敦南 -461

unclassified
永豐金-敦南 -419

unclassified
美林 -280

hedge desk · will cover

Still selling 333 lots ~150 sessions to bottom at most

Recent buy/sell force +1,360 absorbed / -248 sold buyers slightly ahead

Hedge-desk net short -357 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)

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.

0-20 Insufficient data

20-40 Insufficient data

40-60 Insufficient data Now

60-80 Insufficient data

80-100 Insufficient data

PE percentile band	Sample days	240-day avg return
0-20	8	Insufficient data
20-40	0	Insufficient data
40-60 You are here	0	Insufficient data
60-80	0	Insufficient data
80-100	0	Insufficient data

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 ≈ 35.37, at the 41.4th percentile of its own history (40-60 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

-14.5%

Win rate 0% Excess -50.4%

34d

Now

Insufficient data
(23d)

Insufficient data
(0d)

60-day momentum down

-4.8%

Win rate 20% Excess -40.9%

50d

Insufficient data
(0d)

Insufficient data
(21d)

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)

Pending

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

Monthly revenue YoY ≥ 20% (from filing deadline)

Pending

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

38 times historically; 60-day forward avg -12.5%, win rate 25%, beating the market by -14.15 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.

27 times historically; 60-day forward avg +5.19%, win rate 57.7%, beating the market by -3.71 pts on average.

What does 安普新 do? Company profile

其他電子業；電聲元件、消費性電子周邊與塑膠零組件臺灣證券交易所上市

Overview

安普新股份有限公司成立於1998/07/02，英文簡稱 AMPACS，總部位於台北市南港區三重路19-3號3樓。公司於2019/06/24公開發行、2019/12/05登錄興櫃、2020/12/14於臺灣證券交易所掛牌上市，證券類型為上市普通股。董事長兼總經理為黃常青；副董事長暨發言人為許明仁，代理發言人為林玉鳳。實收資本額為新台幣1,500,000,000元，已發行普通股150,000,000股。公司官網與 Yahoo 股市均揭露主要業務為耳機產品設計及製造、消費性電子產品塑膠零組件設計及製造。2025年報揭露主要股東（115/4/26）包括黃常青15,671,900股、持股10.45%；龍安投資有限公司11,907,304股、7.94%；常安投資有限公司11,681,569股、7.79%；蕭琇如9,194,545股、6.13%；黃顥晟6,143,000股、4.10%；黃譽祥6,142,000股、4.09%；黃盈均6,047,553股、4.03%。從業員工資料依2025年報列示，113年度合計3,072人、114年度合計5,037人、截至115年4月底合計3,861人；該表格文字轉出欄位格式較不完整，故僅採可辨識的合計數。公司生產與關係企業涵蓋台灣總部、中國東莞體系與越南生產基地；2022年媒體報導指出越南廠已成為生產重鎮，因應客戶非中國生產需求。

Business

安普新定位為專業耳機與智能電子周邊 ODM/OEM 廠，提供從產品設計、研發、零件製造、塑膠成型與模具、到成品組裝的垂直整合服務。主要產品包括遊戲/電競耳機、商用耳機、TWS真無線耳機、音樂娛樂耳機、降噪耳機、手機/遊戲搖桿、安控設備、IP CAM、智慧穿戴裝置與消費性電子塑膠零組件。2025年報揭露114年度合併營收新台幣5,540,235仟元，較113年度6,881,438仟元減少19%；產品營收結構為消費性電子產品5,367,207仟元、占96.88%，塑膠零組件173,028仟元、占3.12%。銷售地區方面，114年度美洲3,076,014仟元、占55.52%；歐洲2,013,573仟元、占36.35%；亞洲450,648仟元、占8.13%。公司客戶以歐美與印度高市占品牌及國際知名耳機/電競品牌為主；年報僅以 A/B/C 客戶揭露逾10%銷貨客戶，未公開品牌名稱。商業模式以品牌客戶委託設計與製造為主，透過研發、聲學/電子/機構設計、模具與塑膠件、關鍵零組件自製及中國/越南多地生產，縮短客戶新品上市時程並分散關稅及產地風險。公司在技術上布局 ANC、低延遲無線、LE Audio、3D/空間音效、AI影像辨識、AIoT與雲端平台整合等方向。

Outlook 2025–2028

2025年實際營運受美國關稅不確定性、匯率波動與終端市場變化影響，年報揭露114年度營收年減19%，但公司表示新客戶及新機種已陸續完成開發並導入量產。2026年（民國115年）公司明確展望為關稅及利匯率趨穩、出貨動能恢復正常，新客戶與新產品挹注，業績預期較2025年成長；策略重點包括深化核心電子產品、雲端AI應用、智慧製造降低成本、強化供應鏈管理，以及爭取更多國際品牌訂單。外部法說整理指出，2026年動能可能來自耳機本業復甦、新開案量增加、遊戲搖桿、手機遊戲搖桿、智慧手錶、IP CAM整合方案與AI視覺/雲端平台；其中 Turtle Beach/PDP 遊戲搖桿與 Backbone 手機搖桿屬媒體/法說整理資訊，並非年報具名揭露。2027至2028年未見公司公開量化指引，合理推估成長主軸仍是高階電競耳機、TWS/智能耳機、智慧穿戴、AI影像/IP CAM、遊戲周邊，以及越南產能與自動化效率提升；同時需觀察主要品牌客戶拉貨、消費電子景氣、關稅政策、越南人力成本、匯率、原物料價格、削價競爭、客戶集中與新產品量產良率。年報揭露未來研發方向包含低功耗、低延遲、聲學與數位訊號處理、自主研發喇叭單體/震膜/腔體/耳墊材質，以及AI影像與AIoT整合。

Supply Chain

Upstream

關鍵零組件供應商（未具名）年報說明公司與主要供應商密切合作，關鍵零組件包括喇叭單體、塑膠件、金屬件、線材等；部分關鍵零組件具自製能力，未公開具名供應商。
原料及塑膠/模具供應商（未具名）公司同步發展塑膠成型及模具開發，並揭露所有生產工廠與原料供應商有長期穩定合作關係；年報未揭露單一供應商名稱，且註明無單一供應商占進貨總額10%以上。
技術與零組件合作夥伴（未具名）年報稱與國際領先技術公司及具市場競爭力之關鍵零組件供應商合作，投入新世代音訊、AI影像、智慧穿戴與AIoT產品；未公開公司名稱。

Downstream

國際耳機及電競品牌客戶 A/B/C（未具名）年報揭露最近年度存在逾10%銷貨客戶，僅以 A、B、C 客戶表示；客戶群以歐美與印度高市占品牌、國際耳機與電競品牌為主，品牌名稱未由公司正式揭露。
Turtle Beach / PDP 外部法說整理指出，遊戲搖桿產品主要客戶為收購美國搖桿廠 PDP 的 Turtle Beach；Turtle Beach 為美國上市公司，非台股掛牌，stock_id 依規範填 null。
Backbone 外部法說整理指出手機遊戲搖桿第二代產品由安普新供應並預計2026年出貨；Backbone 為海外未上市/非台股掛牌品牌，stock_id 填 null。
boAt 媒體曾報導安普新取得印度 TWS 龍頭品牌 boAt 訂單；boAt 為印度品牌、非台股掛牌，且此為媒體資訊非年報具名揭露。

Competitors

美律 2439 台股上市電聲元件與耳機/聲學相關供應商，屬安普新在聲學、耳機與穿戴音訊供應鏈的可比同業；年報僅稱競爭對手涵蓋台灣、香港及中國大陸廠商，未具名。
佳禾 6202 台股上櫃耳機、麥克風與電聲產品廠，與安普新在耳機與電聲製造領域具可比性；屬研究推估同業。
致伸 4915 台股上市電腦周邊、影像與聲學相關 ODM 廠，與安普新在電競周邊、影像設備與消費性電子代工領域部分重疊；屬研究推估同業。
晶睿 3454 台股上市網路攝影機與安控影像設備廠；安普新拓展 IP CAM/智慧影像產品時可能面對此類影像與安控設備競爭者，屬產品線延伸的可比同業。
奇偶 3356 台股上櫃影像監控系統與安控設備廠；與安普新 IP CAM/安控設備布局有部分市場重疊，屬研究推估同業。

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.