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8210

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

strong quality, fair valuation.

1 active signal

Revenue ≥20%

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

Is 勤誠 a buy? Fundamentals and valuation first

Top-tier profitability.Operating margin beats ~89% of the market. Latest quarterly ROE ≈ 11.4%.
Valuation is neutral.PE is in the 70th market percentile; within its own history, PE is around the 97th percentile.
Foreign investors are net selling.Foreign 20-day net flow ≈ -14.1% of volume (net sell).
Strong revenue growth.Latest monthly revenue YoY ≈ 37.3%, 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 +0.79

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
國泰證券 holds 3,334 lots
sellers have 1,315 lots left, ~400 sessions to clear

Window from 2026-01-17 · Price +49% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 國泰證券 has accumulated 3,334 lots since the start (sold 1%), still adding.
Main distributor 港商野村 peaked at 1,243 lots, has sold 53%, 583 left, ~15 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders +3.31pp, mid holders -5, retail -2.93pp — concentration shifting upward.
Foreign hedge-desk net short Net short -6,266 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

國泰證券富邦證券凱基元大證券(牛牛牛)亞證券國票-敦北法人

Distributing

港商野村華南永昌兆豐證券國泰-敦南永豐金證券群益金鼎

Desks

own scale

台灣摩根士丹利新加坡商瑞銀港商麥格理統一

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

Branch details Unit: lots

Accumulating

國泰證券 +3,334

sold 1%· still adding
富邦證券 +819

sold 14%· still adding
凱基 +653

sold 0%· still adding
元大證券 +426

sold 3%
(牛牛牛)亞證券 +395

sold 20%
國票-敦北法人 +379

sold 0%· still adding

Distributing

港商野村 583 left

sold 53%· ~15 sessions to clear
華南永昌 268 left

sold 36%· ~67 sessions to clear
兆豐證券 291 left

sold 26%· ~66 sessions to clear
國泰-敦南 114 left

sold 57%· paused recently
永豐金證券 160 left

sold 30%· paused recently
群益金鼎 47 left

sold 74%· ~9 sessions to clear

Desks

台灣摩根士丹利 -3,137

hedge desk · will cover
新加坡商瑞銀 -1,234

hedge desk · will cover
港商麥格理 -953

hedge desk · will cover
統一 -948

unclassified

Still selling 1,315 lots ~400 sessions to bottom at most

Recent buy/sell force +1,679 absorbed / -614 sold buyers slightly ahead

Hedge-desk net short -5,449 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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 37.3%

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

94 historical occurrences (since 2007-04-23)

120 days after: historical avg +19.94%

20-day +5.6%

60-day +12.36%

120-day +19.94%

20-day

60-day

120-day

Win

60.4%

61.1%

64.4%

Sample

Median

+2.24%

+4.45%

+6.86%

Excess

+3.82%

+6.68%

+10.08%

Beat mkt rate

51.6%

48.9%

49.4%

Over 87 occurrences, 120-day forward avg gained 19.94%, beat the market by 10.08 pts; win rate 64.4%.

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 +131.8%

20-40 +70.2%

40-60 +26.9%

60-80 +31%

80-100 +67% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	115	+131.8%	+105.3%	81.7%	+114.9%
20-40	479	+70.2%	+51.3%	83.7%	+57.5%
40-60	586	+26.9%	+6.6%	63.3%	+14.2%
60-80	872	+31%	+7.6%	60.1%	+17.1%
80-100 You are here	991	+67%	+28.3%	69.4%	+44.4%

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 ≈ 39.88, at the 96.7th 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

+83.8%

Win rate 88.7% Excess +72.9%

106d

+22.3%

Win rate 61.1% Excess +18.2%

488d

Now

+23.4%

Win rate 61.1% Excess +11.9%

1228d

60-day momentum down

+30.7%

Win rate 92.1% Excess +21.7%

280d

+8.2%

Win rate 47% Excess +0.4%

579d

+20.9%

Win rate 65.4% Excess +16%

482d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1228 historical days, 120-day forward avg gained 23.4%, win rate 61.1%, beat the market by 11.9%.

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.

252-day price high (breakout)

Pending

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

32 times historically; 60-day forward avg +24.53%, win rate 74.2%, beating the market by +17.78 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.

57 times historically; 60-day forward avg +10.91%, win rate 52.6%, beating the market by +7.19 pts on average.

What does 勤誠 do? Company profile

電腦及週邊設備業；伺服器機殼、機構件與機櫃零組件臺灣證券交易所上市

Overview

8210 對應勤誠興業股份有限公司，為臺灣證券交易所上市普通股。公司成立於 1983/12/05，總部位於新北市新莊區中原路 558 號 18 樓，電話 (02)8226-5500。股票曾於 2005/04/28 上櫃，2011/12/01 轉上市。實收資本額依臺灣證券交易所與公司資料為新台幣 1,253,191,460 元，已發行普通股數 125,319,146 股。董事長為陳美琪，亦為創辦人；總經理兼執行長為陳亞男。公司官網揭露陳美琪 1983 年與陳連春、陳鳳明共同創立勤誠，初期自電腦周邊商品貿易起家，後投入自主研發與製造，成為伺服器機構解決方案供應商。2025 年合併營收為新台幣 22,001,340 仟元，年增約 51.6%，合併毛利率約 30%，歸屬母公司業主淨利對應基本每股盈餘 29.06 元。主要股東與內部人持股依公開資訊與券商彙整資料包括陳鳳明約 13,020 至 13,038 張、約 10.4%，陳美琪約 9,656 張、約 7.7%，芃威投資開發股份有限公司約 12,040 張、約 9.6%，李春燕約 5,306 張、約 4.2%；不同資料月份略有差異。員工規模未在已查得之 2025 財報中以單一總數清楚揭露；公開百科資料列示約 2,147 人，但此數字需以最新永續報告書或年報確認。

Business

勤誠定位為伺服器機構解決方案供應商，主要產品與服務包括準系統伺服器機殼、機架式伺服器機殼、直立式伺服器機殼、個人電腦機殼、儲存容量擴充套件、伺服器周邊零組件、機櫃與 rack level solution 相關機構件。公司商業模式包括 OTS/OBM 標準品、JDM/ODM 共同開發、OEM Plus 代工加值，服務範圍由伺服器 Level 3 到 Level 6，重點在機構設計、散熱與氣流配置、組裝、驗證、彈性製造與品質管理。2025 年合併產品收入中，伺服器機殼及週邊產品零組件為新台幣 21,833,327 仟元，約占 99.24%；個人電腦機殼為 168,013 仟元，約占 0.76%，顯示營收幾乎已集中於伺服器與資料中心相關機構件。2025 年地區別銷貨收入以美國 8,256,746 仟元、中國 6,454,554 仟元、台灣 3,204,905 仟元、新加坡 2,353,773 仟元、歐洲 1,549,617 仟元為主。財報未揭露客戶真名，但列示前五大重要客戶代號庚、丙、甲、乙、丁，分別占合併營收 12%、11%、10%、10%、8%，且會計師報告指出前十大銷售客戶約占合併收入八成，客戶多為長期合作之國際品牌大廠。終端應用包括雲端資料中心、AI 運算、儲存伺服器、邊緣運算、企業伺服器與高密度機櫃。公司 2026 年新聞稿與展會資訊指出，勤誠已從 standalone chassis 延伸至 NVIDIA MGX rack level designs，並展示 NVIDIA MGX 架構相關 AI server chassis、Vera Rubin NVL72 1U compute tray 與 rack-level deployment 能力。

Outlook 2025–2028

2025 年已驗證的核心成長動能來自 AI 伺服器、雲端資料中心專案、ASIC 與 HGX 類 AI 伺服器機殼、GB 系列相關機構件、以及 2025 年開始布局的機櫃零組件業務。2025 年全年營收 220.01 億元創高，年增約 51.6%，反映 AI 伺服器與資料中心需求已由題材轉為實際出貨。2026 年展望方面，公司與市場資料均指向營運目標維持雙位數成長，成長來源包括美系 CSP 資本支出持續、AI server chassis 量產與產品迭代、NVIDIA MGX 與 rack-scale 架構導入、從 server chassis 往 rack level solution 擴張、以及美國德州與馬來西亞產能布局。公司董事會於 2026 年通過追加美國德州子公司投資額度，外部報導亦稱馬來西亞廠將作為全球供應鏈與在地化生產的重要節點。2027 至 2028 年的中期展望屬推估：若 AI 資料中心投資維持，勤誠有機會由單機機殼供應商升級為機櫃與機構件平台型供應商，受惠高功耗、高密度、液冷與機櫃級整合趨勢；產品 ASP 與技術門檻可望高於傳統通用伺服器機殼。主要風險包括客戶集中度高、前十大客戶占比約八成；AI 伺服器平台世代轉換導致新舊產品交替空窗；CSP 資本支出若放緩將影響訂單能見度；機櫃與液冷相關新產品良率、交期、庫存與資本支出壓力；美中科技限制、關稅與在地化供應鏈要求；鋼材、沖壓件、電源、風扇、滑軌、PCBA、線材等原料與零組件成本波動；以及匯率波動。2027 至 2028 的具體營收與獲利數字未見公司正式指引，不予填列。

Supply Chain

Upstream

中鋼 2002 伺服器機殼與機櫃需使用鋼材、板金與金屬材料；中鋼為台股上市鋼鐵上游代表，未查得其為勤誠直接供應商，列為產業上游關係而非確認交易對象。
燁輝 2023 鍍鋅鋼捲、烤漆鋼捲等金屬材料可作為機構件供應鏈上游材料；未查得其為勤誠直接供應商，列為產業上游關係。
川湖 2059 伺服器與 AI 機櫃常用滑軌、導軌系統；川湖為台股上市櫃導軌供應商代表，未查得其為勤誠直接供應商，列為可能上游品類關係。
台達電 2308 伺服器系統與資料中心供應鏈中的電源、風扇、散熱與電力管理代表廠商；未查得為勤誠直接供應商，列為相鄰上游零組件與生態系關係。
建準 2421 風扇與散熱模組為伺服器機構件常見上游零組件；未查得其為勤誠直接供應商，列為品類上游關係。
貿聯-KY 3665 線材、連接線束與系統互連為伺服器與機櫃內部常見零組件；未查得其為勤誠直接供應商，列為產業上游或相鄰供應鏈關係。
未具名沖壓、PCBA、CABLE、電源供應器與散熱風扇供應商公開資料指出勤誠產品主要原料與零組件包括金屬材料、沖壓製品、電源供應器、散熱風扇、滑軌、PCBA、CABLE 等；實際供應商名單未完整公開。

Downstream

NVIDIA 美國上市公司；勤誠公開新聞稿稱其為 NVIDIA MGX 生態系夥伴，支援從 chassis 到 rack 的 AI 基礎建設部署，屬平台與生態系下游關係，非台股掛牌。
廣達 2382 台股上市伺服器 ODM/EMS 與雲端資料中心供應鏈代表廠商；公開財報未揭露勤誠客戶真名，因此列為下游產業關係，非確認直接客戶。
緯穎 6669 台股上市雲端資料中心與伺服器系統供應商，為 AI 伺服器下游組裝與系統整合代表；非確認直接客戶。
緯創 3231 台股上市伺服器與 AI 系統 ODM/EMS 代表；可能與勤誠處於同一伺服器供應鏈下游環節，非確認直接客戶。
鴻海 2317 台股上市 AI 伺服器與資料中心系統組裝代表；列為下游生態系與潛在系統整合關係，非確認直接客戶。
英業達 2356 台股上市伺服器 ODM 代表；列為下游產業關係，非確認直接客戶。
美系與中系雲端服務供應商及國際品牌大廠勤誠財報稱銷售客戶多為長期合作之國際品牌大廠，前十大客戶約占合併收入八成；公司未揭露客戶真名，外部報導多以 CSP、Meta 等描述，故不列為已確認直接客戶。

Competitors

營邦 3693 台股上櫃公司，伺服器準系統、高密度儲存平台與機殼相關廠商，市場常與勤誠同列 AI 伺服器機殼與機櫃概念競爭者。
迎廣 6117 台股上櫃公司，機殼、電源、伺服器機箱與系統整合廠商，在伺服器機殼與 AI 機櫃應用與勤誠有部分競爭。
晟銘電 3013 台股上市公司，金屬機構件、機殼與伺服器相關機構件供應商，屬機殼與 AI 伺服器供應鏈競爭者。
鴻準 2354 台股上市公司，精密機構件與金屬加工能力強，在大型機構件與伺服器相關結構件領域具相鄰競爭或替代能力。
偉訓 3032 台股上市公司，電源與機殼相關產品廠商，在部分伺服器機殼、電源與系統零組件領域與機殼族群同受 AI 伺服器需求影響。
Cooler Master 未上市公司，電腦機殼、散熱與部分伺服器相關產品供應商；非台股掛牌。
Supermicro 美國上市公司，伺服器系統、機殼與整機供應商；與勤誠在部分伺服器機構解決方案及準系統市場具競爭或客戶替代關係。

Sources（21）

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.