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 7631 聚賢研發-創. Please read: https://finlab.finance/en/setup?stock=7631

No install, open FinLab Studio

7631

聚賢研發-創 Other Electronics As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 聚賢研發-創 to your watchlist to track signal changes on your next visit.
Valuation 50Quality 73Growth 95Momentum 59Chips 86

Is 聚賢研發-創 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 66th market percentile. Latest quarterly ROE ≈ 4.2%.

  • Valuation is neutral.PE is in the 38th market percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 7.9% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 140.8%, 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 +0.50
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 兆豐-民生 holds 710 lots
  • sellers have 77 lots left, ~50 sessions to clear

Window from 2026-01-17 · Price +4% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 兆豐-民生 has accumulated 710 lots since the start (sold 0%), still adding.
  • Main distributor 富邦-新竹 peaked at 62 lots, has sold 77%, 14 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.32pp, mid holders +1, retail -2.12pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -22 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
兆豐-民生凱基-信義台灣摩根士丹利美商高盛統一-南京統一
Distributing
富邦-新竹統一-士林美林福邦證券宏遠證券台新-新店
Desks
own scale
永豐金-竹科富邦-台北統一-三多聯邦-台南
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 兆豐-民生 +710
    sold 0%· still adding
  • 凱基-信義 +215
    sold 0%· still adding
  • 台灣摩根士丹利 +49
    sold 6%· still adding
  • 美商高盛 +47
    sold 0%· still adding
  • 統一-南京 +47
    sold 15%· still adding
  • 統一 +47
    sold 18%

Distributing

  • 富邦-新竹 14 left
    sold 77%· paused recently
  • 統一-士林 6 left
    sold 85%· ~3 sessions to clear
  • 美林 12 left
    sold 61%· paused recently
  • 福邦證券 8 left
    sold 71%· paused recently
  • 宏遠證券 19 left
    sold 27%· ~32 sessions to clear
  • 台新-新店 4 left
    sold 84%· ~3 sessions to clear

Desks

  • 永豐金-竹科 -732
    unclassified
  • 富邦-台北 -155
    unclassified
  • 統一-三多 -84
    unclassified
  • 聯邦-台南 -83
    unclassified
Still selling 77 lots ~50 sessions to bottom at most
Recent buy/sell force +251 absorbed / -84 sold buyers slightly ahead
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 140.81%

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

11 historical occurrences (since 2025-03-13)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 60%, Sample 10, Median +2.36%, Excess -0.11%, Beat mkt rate 30%；60-day: Win 62.5%, Sample 8, Median +1.99%, Excess -13.15%, Beat mkt rate 25%；120-day: Win 60%, Sample 5, Median +4.44%, Excess -20.67%, Beat mkt rate 20%

120 days after: historical avg +18.4%

20-day +3.99%
60-day +5.55%
120-day +18.4%
20-day
60-day
120-day
Win
60%
62.5%
60%
Sample
10
8
5
Median
+2.36%
+1.99%
+4.44%
Excess
-0.11%
-13.15%
-20.67%
Beat mkt rate
30%
25%
20%

Over 5 occurrences, 120-day forward avg gained 18.4%, lagged the market by 20.67 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.

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.

What does 聚賢研發-創 do? Company profile

其他電子業；高科技廠房廠務供應系統工程與設備服務 臺灣證券交易所上市創新板

Overview

聚賢研發股份有限公司成立於2018年1月23日，總部位於新竹市東區林森路231號9樓，股票於2025年3月13日於臺灣證券交易所創新板掛牌上市。董事長為曾國強，總經理兼發言人為鄭惠芸。證交所個股資訊於2026年6月17日揭露實收資本額為新臺幣201,420,000元。公司2025年第一季法說簡報顯示經營團隊為董事長曾國強、總經理鄭惠芸，全球據點包括臺灣新竹科學園區、中部科學園區、南部科學園區，以及海外子公司或據點日本熊本、德國德勒斯登、新加坡、美國亞利桑那。113年度年報揭露截至2025年4月30日員工合計143人；董事與關係人持股方面，鉌豐投資持有1,514,628股、持股7.65%，其法人股東主要股東為曾國強99.99%、林美霜0.01%；曾國強本人持有1,439,221股、持股7.27%，並以他人名義持有2,121,234股、10.71%。公司歷史沿革揭露曾成為台積電合格供應商，並曾承攬友達光電、美光、采鈺相關工程。

Business

公司主要業務為高科技廠房廠務供應系統工程之規畫、設計、施工，以及設備服務。113年度年報揭露2024年營收850,790千元，其中高科技產業廠務供應系統工程827,927千元、占97.31%，設備服務22,863千元、占2.69%；2023年營收705,370千元，其中高科技產業廠務供應系統工程占98.14%、設備服務占1.86%。公司服務項目包括高科技廠房氣體二次配裝機工程、整合二次配系統裝機工程、氣體供應系統設計施工工程，以及製程設備相關零組件開發、製造、維修、代理與售後服務，並延伸至管路工藝流程優化、機構與輔治具開發。其商業模式以承接半導體與高科技廠新建、擴廠、設備移入及製程調整所需之氣體、水、電、化學、高真空、製程冷卻水等廠務供應系統工程為核心，兼具工程設計施工、現場管理、設備裝機維修與客製化零組件開發。主要終端應用為半導體晶圓代工、記憶體、面板、先進封測、光電、化工、太陽能、風電、軍工航太與智慧農業/再生能源等。2025年法說簡報揭露2025年營收1,102,454千元、年增29.58%，毛利率27.52%，營業利益153,593千元，稅後淨利126,452千元，EPS 6.56元。

Outlook 2025–2028

2025至2028年主要成長動能來自AI、HPC、先進製程、先進封裝、Chiplet異質整合、車用電子、網路通訊、SiC/GaN第三代半導體及全球半導體供應鏈區域化。公司2025年法說簡報將2026至2028年全球半導體產業展望聚焦於汽車電子、高性能計算、網路通訊、先進封裝與Chiplet、亞2奈米節點、EUV、GAA、區域性在地化生產與供應鏈韌性。公司本身的成長策略包括：隨客戶海外擴廠建立日本、新加坡、德國、美國亞利桑那據點；由氣體二次配延伸至水、電、化學、高真空、製程冷卻水及統包二次配工程；累積設備零組件與耗材開發能力；推動管路自動雷射焊接系統、管路抗結晶震動裝置、Valve Lock、動力推車、綠色可回收產品、鈣鈦礦智慧農業與建築節能應用。公開媒體整理2026年5月法說內容指出公司在手訂單約19億元，美國亞利桑那氣體與電力系統訂單預計2026年7月起貢獻營收，新加坡統包工程第二期可能於2026年下半年啟動，德國策略合作預計2027年第三季貢獻，日本需求最快2028年重啟；此部分屬法說會媒體轉述，需以公司正式公告及後續財報驗證。主要風險包括第一大客戶銷貨集中度高（2024年第一大客戶占營收76.50%）、海外建置成本與人力取得壓力、工程執行安全與品質風險、原料與供應鏈風險、半導體資本支出循環、匯率與地緣政治/關稅不確定性，以及新產品商轉速度不確定。

Supply Chain

Upstream
  • 歐、美、日管閥件及特殊材料供應商/代理商/經銷商 年報揭露主要原料包括管閥件等，多數直接或間接經由代理商、經銷商向歐、美、日等先進國家採購；未揭露具體公司名稱，非台股掛牌資訊。
  • 國內管配件、五金料件及次承攬工程廠商 年報揭露部分管配件及五金料件在國內採購，工程可採連工帶料方式委外發包；最近二年度無單一進貨供應商占進貨總額10%以上，未揭露具體公司名稱。
  • 廠務供應設備、製程生產設備與客製化產品供應鏈 公司年報之產業上下游圖將原物料、廠務供應設備、製程生產設備、客製化產品列為上游；具體供應商未揭露。
Downstream
  • 台灣積體電路製造股份有限公司 2330 公司112年度年報歷史沿革揭露曾成為台積電合格供應商，並獲頒台積電109年度新竹廠區優良廠商；113年度年報主要客戶以S1公司代稱，未直接確認S1即為台積電。
  • 美光科技 公司112年度年報歷史沿革揭露曾承攬美光氣體供應系統統包工程；美光為美國上市公司，非台股掛牌。
  • 友達光電股份有限公司 2409 公司112年度年報歷史沿革揭露曾承攬友達光電製程管路系統，進入顯示器生產客戶供應鏈。
  • 采鈺科技股份有限公司 6789 公司112年度年報歷史沿革揭露曾承攬采鈺氣體供應系統統包工程，進入高階半導體封測供應鏈。
  • 半導體廠、面板廠、DRAM廠、化工廠 年報產業上下游圖列為下游客群；多數具體客戶名稱未公開或以代號揭露。

Competitors

Sources（11）

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.