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8163

達方 Computer & Peripherals As of 2026-06-17 Updated daily after market close

quality needs a look, premium valuation.

2 active signals

252d high Foreign buy

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

Is 達方 a buy? Fundamentals and valuation first

Weak profitability.Operating margin is in the 31th market percentile. Latest quarterly ROE ≈ 0.3%.
Valuation is high.PE is in the 87th market percentile; within its own history, PE is around the 95th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 7.5% of volume (net buy).
Signals are active now.On the latest data, signals such as 252-day price high, Foreign net buying 5 straight days are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.67

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
美商高盛 holds 4,629 lots
sellers have 653 lots left, ~28 sessions to clear

Window from 2026-01-17 · Price +38% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 美商高盛 has accumulated 4,629 lots since the start (sold 0%), still adding.
Main distributor 凱基-台北 peaked at 956 lots, has sold 57%, 414 left, paused recently.
TDCC big holders (absolute) >1000-lot holders +1.22pp, mid holders +8, retail -1.34pp — concentration shifting upward.
Foreign hedge-desk net short Net short -573 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

美商高盛台灣摩根士丹利新加坡商瑞銀美林國票-博愛元大證券

Distributing

凱基-台北元大-和平國泰-敦南富邦-台北台新-高雄玉山-台中

Desks

own scale

兆豐證券香港上海匯豐永豐金-萬盛永豐金證券

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

Branch details Unit: lots

Accumulating

美商高盛 +4,629

sold 0%· still adding
台灣摩根士丹利 +2,828

sold 0%· still adding
新加坡商瑞銀 +1,723

sold 14%· still adding
美林 +1,619

sold 7%· still adding
國票-博愛 +399

sold 11%· still adding
元大證券 +358

sold 9%· still adding

Distributing

凱基-台北 414 left

sold 57%· paused recently
元大-和平 106 left

sold 85%· ~2 sessions to clear
國泰-敦南 56 left

sold 86%· ~5 sessions to clear
富邦-台北 217 left

sold 42%· paused recently
台新-高雄 63 left

sold 80%· ~13 sessions to clear
玉山-台中 51 left

sold 80%· paused recently

Desks

兆豐證券 -4,059

unclassified
香港上海匯豐 -719

hedge desk · will cover
永豐金-萬盛 -717

unclassified
永豐金證券 -675

unclassified

Still selling 653 lots ~28 sessions to bottom at most

Recent buy/sell force +10,091 absorbed / -1,746 sold buyers slightly ahead

Hedge-desk net short -527 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)

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.

252-day price high (breakout)

Active

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

22 historical occurrences (since 2009-09-03)

120 days after: historical avg +11.36%

20-day +1.96%

60-day +0.4%

120-day +11.36%

20-day

60-day

120-day

Win

52.4%

33.3%

52.4%

Sample

Median

+0.44%

-2.52%

+1.58%

Excess

-0.17%

-4.26%

+3.2%

Beat mkt rate

28.6%

19%

42.9%

Over 21 occurrences, 120-day forward avg gained 11.36%, beat the market by 3.2 pts; win rate 52.4%.

Foreign net buying for 5 straight days

Active · now 5%

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

63 historical occurrences (since 2012-06-11)

120 days after: historical avg +9.62%

20-day +4.27%

60-day +6.32%

120-day +9.62%

20-day

60-day

120-day

Win

61.3%

55.7%

59%

Sample

Median

+2.93%

+2.63%

+3.13%

Excess

+2.88%

+3.66%

+3.38%

Beat mkt rate

53.2%

52.5%

45.9%

Over 61 occurrences, 120-day forward avg gained 9.62%, beat the market by 3.38 pts; win rate 59%.

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 +16%

20-40 +29.4%

40-60 +2%

60-80 -20.6%

80-100 -6.3% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	883	+16%	+15.2%	68.5%	-4.5%
20-40	1235	+29.4%	+22.5%	77.1%	+15.4%
40-60	208	+2%	+7.9%	65.4%	-12.5%
60-80	263	-20.6%	-25%	14.8%	-58.6%
80-100 You are here	309	-6.3%	-3.8%	39.8%	-10.6%

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 ≈ 87.16, at the 94.6th 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

+12.6%

Win rate 67.1% Excess +5%

1053d

+12.6%

Win rate 67.3% Excess +3.2%

486d

Now

-18.4%

Win rate 0.6% Excess -27.4%

322d

60-day momentum down

+9.9%

Win rate 69.9% Excess +3.7%

724d

+4.2%

Win rate 50.3% Excess -7.6%

181d

-1.7%

Win rate 37.5% Excess -19.2%

251d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 322 historical days, 120-day forward avg declined 18.4%, win rate 0.6%, lagged the market by 27.4%.

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.

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

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).

48 times historically; 60-day forward avg -0.91%, win rate 35.1%, beating the market by -4.52 pts on average.

What does 達方 do? Company profile

電腦週邊上市（台灣證券交易所）

Overview

達方電子成立於1997年5月8日，總部位於桃園市龜山區山鶯路167-1號，統一編號16081507，為明基友達集團成員，2007年11月28日掛牌上市。董事長為蘇開建，總經理為蔡耀坤；截至公開資料，股本約新台幣28.00億元，已發行普通股280,000,001股。2024年底員工6,390人，2025年3月20日員工6,129人。主要股東（2025/3/31）包括佳世達科技20.72%、明基電通5.01%、台新國際商銀受託達方員工持股信託4.48%、兆豐國際商銀1.62%、蘇開建1.45%、詠業科技1.43%。2025年合併營收約新台幣250.81億元，年增15.47%；2026年1至5月累計營收約新台幣111.97億元，年增11.23%。

Business

達方主要從事電腦與智慧型手機週邊產品、通訊相關元件、顯示器重要元件、電源暨儲能產品、太陽能發電設備、電動輔助自行車及相關技術服務。產品可分為智能產品與綠能產品；2024年年報揭露智能產品營收新台幣153.12億元、占71%，綠能產品新台幣63.88億元、占29%。依公司2025年第4季法說會與媒體整理，2025年產品結構大致為IT週邊約50%、整合元件約15%、綠能約35%。IT週邊包括筆記型與桌上型電腦鍵盤、背光鍵盤、電競鍵盤滑鼠、可攜式鍵盤、觸控板、震動觸控板、指紋辨識模組等；整合元件包括MLCC、功率電感、耦合電感、共模電感、磁珠、網路變壓器、天線元件與模組等；綠能包括電源模組、充電器、鋰電池模組、儲能系統、E-Bike車架、E-Bike組裝、IoT模組、電控套件、智慧訓練台及自有品牌/通路相關業務。商業模式以ODM/OEM、關鍵零組件供應、自有品牌與歐洲通路整合並行；2024年內銷占21%、外銷占79%。年報指出達方與全球筆電前六大品牌關係密切，筆電鍵盤等週邊元件全球位居前三大，但主要銷貨客戶以甲公司、乙公司匿名揭露，2024年占比分別約11%、8%。

Outlook 2025–2028

2025至2028年的成長動能主要來自三條線：第一，AI PC、Windows 10終止支援、日本NEXT GIGA教育標案與商用換機潮帶動NB需求；年報引用DIGITIMES資料預估筆電出貨量由2024年174.5百萬台增至2028年207.9百萬台，有利背光鍵盤、觸控板、指紋模組、電競與高附加價值週邊。第二，被動元件在AI伺服器、車用、工業、機器人、5G與邊緣運算需求帶動下，MLCC與電感產能利用率有望恢復，公司將投入高階陶瓷粉末、金屬膏、高容高頻高可靠度產品。第三，綠能/E-Mobility隨歐美自行車與E-Bike庫存去化，2025下半年至2026年庫存水位可望正常化；公司透過世同、統達、太宇、達宇與德國GROFA等平台，往車架、電池組、電控、通路與售後服務垂直整合，並推動越南、歐洲等China+短鏈布局。2026年公司法說/媒體資訊顯示目標為營收與獲利雙成長，營收力拚雙位數成長，毛利率逐季改善；2026年第1季營收60.25億元、年增9.9%，毛利率約18%，顯示本業回穩。2027至2028的展望屬依產業趨勢推估：若AI PC滲透、E-Bike庫存回補與儲能/輕型載具需求延續，達方有機會受惠於高階鍵盤、整合元件與綠能垂直整合；風險包括美國關稅與地緣政治、匯率波動、PC/NB被AI伺服器排擠零組件供給、E-Bike復甦速度低於預期、歐洲通路整合與代工客戶信用風險、綠能事業一次性呆帳/呆料風險、同業價格競爭及中國中低階E-Bike廠商競爭。

Supply Chain

Upstream

原物料供應商（年報未揭露個別名稱）年報揭露無單一主要進貨供應商；電腦鍵盤主要材料為橡膠、鐵、鋁板、鍵帽等，背光/電源產品需鐵芯、線架、漆包銅線、高壓電容、電源晶片、印刷電路板等。
陶瓷粉末、電極材料、合金粉、銅線供應鏈整合元件/MLCC與電感上游材料；公司年報以材料類別揭露，未揭露個別供應商名稱。
鋰電池芯、馬達、感測器、充電器與自行車零件供應鏈 E-Bike與綠能產品上游；包含車架及自行車零件、扭力/速度/轉速感測器、鋰電池芯、馬達及充電器，年報未揭露個別供應商。
佳世達科技股份有限公司 2352 明基友達集團核心公司且為達方最大股東；非年報揭露之單一進貨供應商，但與集團資源、策略布局及董事席次相關。

Downstream

全球前六大筆記型電腦品牌客戶年報指出達方與全球筆電前六大品牌在產品開發上關係密切，但未揭露品牌名稱；主要應用為筆電鍵盤、背光鍵盤、觸控板、指紋模組等。
甲公司年報匿名揭露之主要銷貨客戶，2024年銷貨約新台幣24.63億元、占11%；未揭露是否上市或所在地。
乙公司年報匿名揭露之主要銷貨客戶，2024年銷貨約新台幣17.24億元、占8%；未揭露是否上市或所在地。
GROFA Action Sports GmbH 德國自行車與E-Mobility通路商，達方2024年策略投資/併購，用於建立歐洲E-Mobility通路平台；非台股掛牌。
歐美、日本自行車與E-Bike品牌/通路綠能與E-Bike下游市場，涵蓋E-Bike組裝、車架、電池組、IoT模組、售後服務與通路銷售；多數客戶未具名。

Competitors

群光電子 2385 年報列為週邊暨精密產品競爭者，主要競爭筆電鍵盤、電源、影像與電腦週邊等。
精元電腦 2387 年報列為週邊暨精密產品競爭者，主要競爭鍵盤與輸入裝置。
光寶科技 2301 年報列為週邊暨精密產品競爭者，也與電源、光電與電子零組件相關。
致伸科技 4915 年報列為週邊暨精密產品競爭者，主要競爭電腦週邊、聲學與影像產品。
國巨 2327 年報列為整合元件競爭者，MLCC與被動元件大廠。
華新科 2492 年報列為整合元件競爭者，MLCC、晶片電阻與被動元件供應商。
禾伸堂 3026 年報列為整合元件競爭者，被動元件供應商。
乾坤科技 2452 年報列為整合元件競爭者，電感與電源元件供應商。
台慶科 3357 年報列為整合元件競爭者，電感與被動元件供應商。
今展科 6432 年報列為整合元件競爭者，電感元件供應商。
順絡電子年報列為整合元件競爭者；中國深圳上市公司，非台股掛牌。
台達電子 2308 年報列為綠能元件競爭者，電源、能源管理與自動化大廠。
新普科技 6121 年報以新普/AES列為綠能元件競爭者，電池模組與電源解決方案供應商。
加百裕 3323 年報列為綠能元件競爭者，電池模組與能源相關產品供應商。
Eaton飛瑞年報列為綠能元件競爭者；Eaton為海外上市公司，飛瑞曾為台灣UPS品牌/公司，非以同名台股掛牌。
MAHLE 年報列為綠能元件競爭者；德國汽車零組件與E-Bike系統業者，非台股掛牌。
HYENA 年報列為綠能元件競爭者；E-Bike系統業者，非台股掛牌。
COMODULE 年報列為綠能元件競爭者；歐洲E-Mobility IoT/連網解決方案業者，非台股掛牌。
巨大機械 9921 年報列為E-Bike競爭者，全球自行車與E-Bike品牌/代工大廠。
美利達工業 9914 年報列為E-Bike競爭者，台灣自行車與E-Bike品牌/製造商。
愛地雅工業 8933 年報列為E-Bike競爭者，台灣自行車與E-Bike相關製造商。
Specialized 年報列為E-Bike競爭者；美國自行車品牌，未上市。
Trek 年報列為E-Bike競爭者；美國自行車品牌，未上市。
Accell Group 年報列為E-Bike競爭者；歐洲自行車集團，非台股掛牌。
Pon Group 年報列為E-Bike競爭者；荷蘭集團，非台股掛牌。
Cube 年報列為E-Bike競爭者；德國自行車品牌，非台股掛牌。
Tenways 年報列為E-Bike競爭者；E-Bike品牌，非台股掛牌。
Cowboy 年報列為E-Bike競爭者；歐洲E-Bike品牌，非台股掛牌。

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.