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7751

竑騰 Semiconductor As of 2026-06-17 Updated daily after market close

strong quality, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 竑騰 to your watchlist to track signal changes on your next visit.
Valuation 20Quality 95Growth 85Momentum 15Chips 70

Is 竑騰 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~96% of the market. Latest quarterly ROE ≈ 8.1%.

  • Valuation is high.PE is in the 82th market percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 3.4% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 56.1%, 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

Neutral -0.15
BearishNeutralBullish

Institutional rotation, concentration steady — neutral

  • Institutional rotation, concentration steady — neutral
  • 統一 holds 330 lots
  • sellers have 643 lots left, ~280 sessions to clear

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

  • Largest holder 統一 has accumulated 330 lots since the start (sold 24%), now trimming.
  • Main distributor 新加坡商瑞銀 peaked at 354 lots, has sold 73%, 96 left, ~87 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -0.13pp, mid holders -2, retail +1.91pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -347 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
統一美商高盛凱基-文心元大-和平群益金鼎-古亭富邦證券
Distributing
新加坡商瑞銀元大證券永豐金-台中凱基永豐金證券兆豐證券
Desks
own scale
國泰證券玉山-左營華南永昌-古亭元大-高雄
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 統一 +330
    sold 24%
  • 美商高盛 +282
    sold 18%
  • 凱基-文心 +265
    sold 20%
  • 元大-和平 +218
    sold 0%· still adding
  • 群益金鼎-古亭 +204
    sold 0%· still adding
  • 富邦證券 +195
    sold 20%· still adding

Distributing

  • 新加坡商瑞銀 96 left
    sold 73%· ~87 sessions to clear
  • 元大證券 261 left
    sold 26%· ~30 sessions to clear
  • 永豐金-台中 87 left
    sold 69%· paused recently
  • 凱基 159 left
    sold 29%· paused recently
  • 永豐金證券 72 left
    sold 62%· ~9 sessions to clear
  • 兆豐證券 84 left
    sold 43%· ~280 sessions to clear

Desks

  • 國泰證券 -414
    unclassified
  • 玉山-左營 -350
    unclassified
  • 華南永昌-古亭 -339
    unclassified
  • 元大-高雄 -232
    unclassified
Still selling 643 lots ~280 sessions to bottom at most
Recent buy/sell force +406 absorbed / -250 sold buyers slightly ahead
Hedge-desk net short -217 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

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 56.14%

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

10 historical occurrences (since 2025-09-10)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 55.6%, Sample 9, Median +6.04%, Excess +11.54%, Beat mkt rate 55.6%；60-day: Win 100%, Sample 7, Median +64%, Excess +57.41%, Beat mkt rate 85.7%

60 days after: historical avg +77.8%

20-day +17.65%
60-day +77.8%
20-day
60-day
Win
55.6%
100%
Sample
9
7
Median
+6.04%
+64%
Excess
+11.54%
+57.41%
Beat mkt rate
55.6%
85.7%

Over 7 occurrences, 60-day forward avg gained 77.8%, beat the market by 57.41 pts; win rate 100%.

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 竑騰 do? Company profile

半導體封測設備、半導體自動化設備 櫃買中心上櫃

Overview

7751 對應證券為竑騰科技股份有限公司，為櫃買中心上櫃普通股，非 ETF、ETN 或權證。公司成立於 1994 年，前身為竑騰自動化機械企業有限公司，2000 年更名為竑騰科技股份有限公司；總部位於高雄市楠梓區經六路61號。董事長為王獻儀，總經理為徐嘉新，發言人為羅亦淞。2024年6月13日登錄興櫃，2025年8月26日正式上櫃掛牌。公開資料顯示股本約26,888,600股，資本額約新台幣2.69億元；104人力銀行揭露員工數約180人。主要股東依公司網站1140822資料包括柏銘股份有限公司7.21%、王獻儀7.05%、冠杰股份有限公司6.44%、竑欣股份有限公司5.75%、嵩迅股份有限公司5.75%、閎匯股份有限公司4.93%，前十大與其他列示股東合計46.21%。公司早期由創辦團隊鎖定半導體封測設備市場，長期深耕點膠、植散熱片、壓合、自動化搬運、AOI與3D視覺檢測等客製化設備。

Business

竑騰主要從事半導體封測製程設備之研發、設計、製造、銷售與維修服務，核心產品包括點膠植片散熱機、點膠植片壓合設備、AOI自動光學檢測機、3D視覺檢測模組、自動交換機、治具、零件與維修服務。2023年公司概況資料表揭露機台設備營收653,812千元、占73.80%，其他治具、零件及維修收入232,140千元、占26.20%；MoneyDJ引用公司資料指出2024年主要產品營收比重約為主製程設備57%、視覺檢測設備13%、維修及其他30%。商業模式以接單式客製化設備開發為主，依封測客戶新製程需求進行共同開發、模組化設計、軟硬體整合、機構、電控、視覺、光學與檢測能力整合，設備出貨後另有治具、零件、維修及技術支援收入。終端應用以先進封裝、FCBGA、AI/HPC/GPU、CPU、車用晶片、行動裝置、物聯網與高效能運算晶片之封裝散熱、檢測與自動化製程為主。公開報導與公司新聞稿指出，公司已打入全球前七大封測業者與先進封裝供應鏈，客戶包括台積電、日月光、矽品、力成、長電紹興、華天科技與通富微電等。2026年5月單月合併營收為新台幣243,271千元，年增56.15%；2026年前5月累計營收1,102,771千元，年增67.83%，但公司公告同時提醒設備業月營收因客戶驗收時點而高低起伏屬常態。

Outlook 2025–2028

2025至2028年主要成長動能來自AI伺服器、GPU、HPC、先進封裝與高功耗晶片推升散熱、壓合、點膠、銦片、石墨烯或其他新散熱材料相關製程設備需求；公司概況資料表引用IDC研究指出2023至2028年先進封裝市場年複合成長率預估達22%，此為竑騰設備需求的重要產業背景。2025年起，公司受惠全球封測大廠資本支出與AI晶片散熱升級，AOI與3D檢測設備亦被視為第二成長曲線，公開報導稱3D檢測設備對標KLA且已有客戶導入，未來AOI與3D檢測相關營收有機會提升。2026年動能方面，經濟日報報導竑騰切入輝達Rubin系列平台相關散熱貼合製程設備供應鏈，訂單能見度延伸至隔年，2026年業績有機會力拚倍增；2026年第1季EPS達7元、稅後純益1.88億元創新高，反映AI散熱與先進封裝設備需求已進入財務表現。中長期策略包括持續開發高精度、高速度與專利技術、投入雷射與光學檢測設備、發展精密關鍵主製程設備、拓展中國及海外封測客戶、提高生產能量以配合客戶擴產。主要風險包括半導體資本支出循環、設備驗收時點導致月營收波動、客戶集中於大型封測與先進封裝廠、少數大客戶議價與規格變動風險、AI晶片與散熱材料路線變化、石墨烯設備市占被同業萬潤切入、KLA/Onto等國際檢測設備大廠競爭、中國本土設備商價格競爭、匯率與地緣政治風險，以及高速成長下產能、人力、交期與售後服務擴張壓力。2027至2028年能否延續高成長，關鍵在於AI/HPC先進封裝資本支出是否持續、Rubin及後續平台散熱設計是否擴大採用、公司AOI/3D檢測滲透率是否提升、海外前20大封測客戶開發進度，以及新廠或產能擴充是否如期轉化為出貨。

Supply Chain

Upstream
  • 電子材料、金屬元件、光學元件、電控元件、傳控元件、五金零件供應商 公司概況資料表與MoneyDJ揭露，竑騰設備組裝所需零組件種類眾多，主要原料包括金屬元件、光學元件、電控元件、傳控元件及五金零件等，主要向協力廠商採購；未揭露具名主要供應商。
  • 資訊軟體、電腦設備、機械器具與自動控制工程供應商 公司產業鏈上游包含資訊軟體業、電腦設備業、機械器具業、自動設備控制工程業與組裝機電整合業；公開資料未具名個別供應商。
  • 日本石墨烯原料供應商 今周刊報導指出石墨烯原料仰賴日本單一供應商；該供應商未具名，且非台股掛牌公司。
Downstream
  • 台積電 2330 台股上市公司；竑騰長期客戶與先進封裝相關設備下游客戶，公開報導稱公司已打入台積電供應鏈，產品用於封測、先進封裝與散熱製程設備。
  • 日月光投控 3711 台股上市公司；旗下封測業務為竑騰長期客戶，公開資料稱日月光為其全球前七大封測客戶之一，日月光高雄廠CoWoS oS段使用竑騰產品。
  • 矽品 日月光投控旗下封測公司，原為台股掛牌但已下市；公開資料稱為竑騰長期客戶，矽品台中廠CoWoS oS段使用竑騰產品。
  • 力成科技 6239 台股上市公司；公開資料稱力成為竑騰全球前七大封測客戶之一，屬下游封測設備採購客戶。
  • 長電紹興 中國封測廠，非台股掛牌；公開資料稱為竑騰長期客戶。
  • 華天科技 中國A股上市封測公司，非台股掛牌；公開資料稱為竑騰長期客戶。
  • 通富微電 中國A股上市封測公司，非台股掛牌；公開資料稱為竑騰長期客戶。

Competitors

  • 萬潤 6187 台股上櫃公司；公司概況資料表列為採樣同業，報導亦指出萬潤在點膠、散熱片壓合與石墨烯貼合設備上與竑騰存在競爭。
  • 辛耘 3583 台股上市公司；公司概況資料表列為採樣同業，主要從事半導體、LED、太陽能及LCD等製程機台設備之研發與製造，與竑騰同屬半導體設備族群但產品線不完全相同。
  • 豪勉 6218 台股上櫃公司；公司概況資料表列為採樣同業，主要從事半導體設備與應用材料、光電設備銷售，與竑騰業務性質不完全一致。
  • KLA Corporation 美國上市公司，非台股掛牌；高階半導體檢測與量測設備國際大廠，公開報導指出竑騰3D AOI/3D檢測設備對標KLA，為AOI與檢測領域主要競爭者。
  • Onto Innovation 美國上市公司，非台股掛牌；半導體檢測與製程控制設備廠，屬高階檢測市場國際競爭者。
  • 韓國散熱片與封裝自動化設備廠 非台股掛牌且公開資料未具名；報導指出散熱片設備領域存在韓國同業競爭。
Sources（15）

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.