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8383

千附 Semiconductor 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 千附 to your watchlist to track signal changes on your next visit.
Valuation 66Quality 74Growth 83Momentum 75Chips 23

Is 千附 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 76th market percentile. Latest quarterly ROE ≈ 3.3%.

  • Valuation is neutral.PE is in the 31th market percentile; within its own history, PE is around the 66th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -2.1% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 46.1%, 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

Bullish +0.65
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 凱基-台北 holds 1,146 lots
  • sellers have 2,314 lots left, ~290 sessions to clear

Window from 2026-01-17 · Price +43% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 凱基-台北 has accumulated 1,146 lots since the start (sold 16%), now trimming.
  • Main distributor 台灣摩根士丹利 peaked at 2,850 lots, has sold 38%, 1,772 left, ~290 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +4.50pp, mid holders +1, retail -3.41pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -132 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
凱基-台北元大證券國票-桃園國票證券元大-淡水富邦-新莊
Distributing
台灣摩根士丹利元大-台北摩根大通美商高盛美林合庫-台南
Desks
own scale
凱基-站前台新彰銀富邦-南京
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 凱基-台北 +1,146
    sold 16%
  • 元大證券 +847
    sold 3%· still adding
  • 國票-桃園 +333
    sold 0%· still adding
  • 國票證券 +295
    sold 12%
  • 元大-淡水 +144
    sold 0%
  • 富邦-新莊 +135
    sold 0%

Distributing

  • 台灣摩根士丹利 1,772 left
    sold 38%· ~290 sessions to clear
  • 元大-台北 289 left
    sold 79%· paused recently
  • 摩根大通 525 left
    sold 55%· paused recently
  • 美商高盛 408 left
    sold 48%· paused recently
  • 美林 123 left
    sold 82%· ~14 sessions to clear
  • 合庫-台南 252 left
    sold 44%· paused recently

Desks

  • 凱基-站前 -596
    unclassified
  • 台新 -492
    unclassified
  • 彰銀 -484
    unclassified
  • 富邦-南京 -370
    unclassified
Still selling 2,314 lots ~290 sessions to bottom at most
Recent buy/sell force +900 absorbed / -693 sold buyers slightly ahead
Hedge-desk net short -42 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 46.09%

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

90 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 64.9%, Sample 77, Median +2.33%, Excess +1.74%, Beat mkt rate 54.5%；60-day: Win 62.7%, Sample 75, Median +4.12%, Excess +2.14%, Beat mkt rate 53.3%；120-day: Win 60.8%, Sample 74, Median +3.5%, Excess -1.33%, Beat mkt rate 47.3%

120 days after: historical avg +5.05%

20-day +3.06%
60-day +5.63%
120-day +5.05%
20-day
60-day
120-day
Win
64.9%
62.7%
60.8%
Sample
77
75
74
Median
+2.33%
+4.12%
+3.5%
Excess
+1.74%
+2.14%
-1.33%
Beat mkt rate
54.5%
53.3%
47.3%

Over 74 occurrences, 120-day forward avg gained 5.05%, lagged the market by 1.33 pts; win rate 60.8%.

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.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 764+17.3% +1.6% 53.3% +8.5%
20-40 462+24.4% +12.1% 81.2% -3.4%
40-60 823+10.8% +7.4% 73.1% -7.1%
60-80 You are here470+6.5% +7.6% 64.9% -9.2%
80-100 282+15.2% +16.3% 92.9% -9%

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 ≈ 16.16, at the 66.4th percentile of its own history (60-80 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
+10.7%
Win rate 54.8% Excess +5.3%
403d
Now
+7.9%
Win rate 58.5% Excess -1.4%
974d
+4.1%
Win rate 70.7% Excess -5.1%
335d
60-day momentum down
+8.1%
Win rate 64.8% Excess -0.1%
662d
+10.3%
Win rate 64.3% Excess -0.9%
353d
+3.9%
Win rate 70.1% Excess -7.8%
194d

Currently in “Mid × 60-day momentum up”: across 974 historical days, 120-day forward avg gained 7.9%, win rate 58.5%, lagged the market by 1.4%.

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.

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.

22 times historically; 60-day forward avg -1.95%, win rate 38.1%, beating the market by -4.85 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.

67 times historically; 60-day forward avg +3.2%, win rate 62.1%, beating the market by +0.4 pts on average.

What does 千附 do? Company profile

半導體業 上櫃（櫃買中心）

Overview

8383 對應證券為千附實業，為櫃買中心上櫃普通股，非 ETF、ETN、權證或特別股。公司成立於1982年4月，2004年9月10日上櫃，主要據點含桃園蘆竹總管理處、台北、新竹、台南、大園工廠與潭子工廠。2025年法說資料揭露資本額約新台幣11.38億元，董事長為張瓊如；Yahoo與部分市場資料曾列總經理待補，年報與法說資料則顯示張瓊如兼任總經理/執行長，故以年報資訊為主並於 notes 標示差異。集團人數約980人；年報揭露母公司截至2025年3月17日員工347人。集團架構包含千附實業本體之廠務工程與機械事業，以及持股約63%的上櫃子公司千附精密（6829）與全鋒實業。2024年合併營收29.675億元、毛利率約31%、稅後淨利3.944億元、EPS 3.50元；2025年前三季合併營收23.876億元、淨利2.136億元、EPS 1.89元。2024年主要股東名單包含富天投資7.92%、苦樂文創4.98%、玉舍投資4.65%、徐嘉謙4.64%、徐嘉聲4.62%、匯豐銀行託管比特銀行投資專戶4.41%、陳族元3.15%、一全投資2.71%、鄭雅蘋1.82%、元大商業銀行千附實業員工持股信託1.51%。

Business

千附是多角化工業服務與精密製造公司，核心業務分為三塊：一、廠務工程事業，提供高科技廠製程排氣系統整合、AAS Air Abatement System、Exhaust Ductwork、A-TECH 風管製造、二次配管、拆裝機配管、駐廠維保與相關管材銷售，服務對象以半導體、光電等高科技建廠及擴廠需求為主，法說揭露已完成超過124座 Central Scrubber 安裝實績。二、機械事業，承接2006年合併全鋒實業後之製鞋設備業務，以自有品牌全鋒 Chenfeng 銷售前幫機、中後幫機、壓底機、裁斷機、自動化設備與整廠製鞋設備解決方案，官網揭露與 Nike、Adidas、寶成、豐泰等品牌或製鞋大廠有長期策略夥伴關係。三、透過子公司千附精密（6829）提供航太金屬結構件、飛機發動機零組件、光電/半導體/太陽能製程設備真空腔體與關鍵零組件整合製造；其能力涵蓋製程規劃、CNC加工、厚板鋁合金與不鏽鋼銲接、後處理、清洗、組裝與品保，並具 AS9100、AS13100、Nadcap 等航太/製程認證。2024年銷售地區為內銷58.91%、亞洲外銷29.17%、美洲外銷11.42%、其他0.50%。年報揭露2024年主要銷貨客戶以代碼 SG0002100、FTW3B13100、US00003700 表示，合計占61%，實名未完整揭露；2025法說會則列客戶群包含 TSMC、Micron、ASML、Applied Materials 等。

Outlook 2025–2028

2025至2028年展望以半導體廠務工程、製鞋自動化與精密零組件三軸驅動。廠務工程方面，公司2025年法說揭露截至10月底在手訂單約14億元待執行，並引用 SEMI World Fab Forecast 2025-2030 指出全球半導體廠產能年增約5.3%、未來三年半導體設備支出估逾3,800億美元、2025至2030年間約41個高機率啟建 volume fab 專案；千附購置毗鄰地1,660坪，約為現有廠區65%，預計變更完成後擴建新廠，可望支援風管、AAS與高科技廠工程需求。機械事業方面，全球鞋業供應鏈自中國移往越南、印尼、印度等地，鞋廠在人力成本、ESG與少人化壓力下導入自動化、節能、智慧化設備；公司聚焦免底模壓機、高階幫機、自動化設備，並切入高階足球鞋製程，受2026世足賽與運動休閒化趨勢帶動。精密零組件方面，半導體、OLED/Micro LED、真空腔體、航太及國防零件需求仍為成長動能；千附精密嘉科廠興建、半導體設備零組件在地化、AMAT/ASML等國際設備鏈需求、漢翔協同接單模式與 LEAP/GE 等航空零件量產，有助於2025-2028年擴大產能與產品組合。主要風險包括半導體資本支出循環、工程低價競爭壓縮毛利、客戶集中且部分客戶匿名、鞋業終端需求與關稅/地緣政治變化、原物料與外包成本波動、技術人力缺口、航太認證及交期管理、匯率波動，以及子公司千附精密擴廠進度與產能利用率不如預期。

Supply Chain

Upstream
  • 各式風門、管件、法蘭、內裝材料供應商 廠務工程主要材料；年報說明依工程合約與業主指定設備/材料而定，未完整揭露實名供應商。
  • VAF00042（年報匿名供應商代碼） 2023年占進貨淨額10.40%、2024年占2.71%；年報以代碼揭露，無法確認實際公司與是否上市櫃。
  • VAF00083（年報匿名供應商代碼） 2024年占進貨淨額10.71%；年報以代碼揭露，無法確認實際公司與是否上市櫃。
  • 鋁材及鋼材原料供應商 供應千附精密真空腔體、半導體設備零組件與航太零組件加工所需材料；年報僅揭露材料類別，未列主要實名供應商。
  • 委外加工與機台本體/截斷上座等製造協力廠 鞋機與精密零組件進料成本包含原材料、委外加工、自行加工；品項多達7,000至8,000種，無單一重大原物料件。
Downstream
  • 台積電 2330 2025法說會列為客戶群；推估主要對應高科技廠廠務工程、排氣/AAS、駐廠維保或相關工程服務。
  • 美光科技 2025法說會列為客戶群；美國上市公司，非台股掛牌，推估對應半導體廠務工程或相關服務。
  • ASML 2025法說會列為客戶群；荷蘭上市設備商，非台股掛牌，可能對應設備零組件、模組或在地化供應鏈合作。
  • Applied Materials 2025法說會列為客戶群；美國上市半導體設備商，非台股掛牌；年報研發項目多次出現 AMAT 相關腔體、EPG、PVD、OLED 認證與量產項目。
  • 漢翔航空工業 2634 年報揭露千附精密與漢翔有多項飛機結構零組件製造加工銷售合約，並稱千附精密為漢翔主要供應商之一。
  • 寶成工業 9904 官網揭露全鋒鞋機與寶成等製鞋大廠建立長期策略夥伴關係，對應製鞋設備與自動化產線需求。
  • 豐泰企業 9910 官網揭露全鋒鞋機與豐泰等製鞋大廠建立長期策略夥伴關係，對應製鞋設備與自動化產線需求。
  • Nike 官網揭露與知名品牌製鞋大廠如 Nike 建立長期策略夥伴關係；美國上市公司，非台股掛牌。
  • Adidas 官網揭露與知名品牌製鞋大廠如 Adidas 建立長期策略夥伴關係；德國上市公司，非台股掛牌。

Competitors

  • 漢唐集成 2404 台股上市公司；高科技廠統包、潔淨室與廠務工程服務，與千附廠務工程業務部分重疊。
  • 聖暉 5536 台股上市櫃工程服務公司；承作無塵室、機電、廠務系統等，與半導體/電子廠工程市場競爭。
  • 亞翔 6139 台股上市公司；高科技廠房、無塵室與機電工程，與千附廠務工程市場部分重疊。
  • 帆宣 6196 台股上市公司；半導體/面板廠務、製程設備整合與自動化工程；亦在年報研發項目中出現為 AMAT PVD 設備零件相關合作/客戶情境。
  • 中鼎工程 9933 台股上市公司；大型工程統包與高科技/產業工程能力，部分廠務與工程市場可能競爭。
  • 京鼎精密 3413 台股上市公司；半導體設備零組件、模組與系統組裝，與千附精密半導體設備零組件製造部分重疊；年報亦出現京鼎(AMAT)半導體腔體開發項目。
  • 家登精密 3680 台股上市公司；半導體設備/耗材與精密零組件相關業務，與千附精密在半導體設備供應鏈部分相近但產品線不完全相同。
  • 時碩工業 4566 台股上市公司；航太、能源與工業精密加工零組件，與千附精密航太精密加工業務部分重疊。
  • 經寶精密 5284 台股上市公司；航太精密鈑金與機構件，與千附精密航太零組件製造業務部分重疊。
Sources（8）

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.