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00888

永豐台灣ESG Other Securities As of 2026-07-29 Updated daily after market close

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估值 50品質 50成長 50動能 86籌碼 18

Is 永豐台灣ESG a buy? Fundamentals and valuation first

  • 外資近期偏賣。外資近 20 日買賣超約佔成交量 -5.1%(賣超)。

Chip flow

Bullish +0.52
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 凱基-台北 holds 37,035 lots
  • sellers have 7,313 lots left, ~480 sessions to clear

Window from 2026-01-17 · Price +57% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 凱基-台北 has accumulated 37,035 lots since the start (sold 5%), now trimming.
  • Main distributor 中國信託 peaked at 9,301 lots, has sold 53%, 4,394 left, ~35 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +3.07pp, mid holders +4, retail -2.57pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -84 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-台北亞東群益金鼎-板橋永豐金-鳳山永豐金-大園群益金鼎-竹南
Distributing
中國信託國泰-敦南新光國泰-板橋新光-台南第一金-豐原
Desks
own scale
富邦證券群益金鼎元大證券凱基
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 凱基-台北 +37,035
    sold 5%
  • 亞東 +2,183
    sold 0%
  • 群益金鼎-板橋 +916
    sold 23%
  • 永豐金-鳳山 +513
    sold 17%
  • 永豐金-大園 +406
    sold 20%
  • 群益金鼎-竹南 +400
    sold 0%

Distributing

  • 中國信託 4,394 left
    sold 53%· ~35 sessions to clear
  • 國泰-敦南 3,230 left
    sold 59%· paused recently
  • 新光 1,160 left
    sold 51%· ~258 sessions to clear
  • 國泰-板橋 477 left
    sold 44%· ~177 sessions to clear
  • 新光-台南 194 left
    sold 76%· paused recently
  • 第一金-豐原 331 left
    sold 49%· ~17 sessions to clear

Desks

  • 富邦證券 -44,275
    unclassified
  • 群益金鼎 -16,137
    unclassified
  • 元大證券 -14,006
    unclassified
  • 凱基 -13,954
    unclassified
Still selling 7,313 lots ~480 sessions to bottom at most
Recent buy/sell force +1,499 absorbed / -2,246 sold sellers slightly ahead
Hedge-desk net short -15 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

這個訊號在全市場是否站得住腳

「月營收年增率 ≥ 20%」過去 243 個月,每月平均約 404 檔個股符合條件;這些個股之後 60 個交易日的還原股價報酬,等權平均為 6.99%,平均贏過大盤 2.32 個百分點,在 64.2% 的月份中跑贏發行量加權股價報酬指數。

每月對全市場符合訊號的股票取等權平均前瞻 60 日還原報酬,再對月份平均;超額相對發行量加權股價報酬指數

目前未成立的訊號(歷史統計供參)

這些訊號現在沒有發生,列出歷史樣本以供對照

股價創 252 日新高(突破日)

Pending

還原股價首次站上過去 252 個交易日最高;20 日內重複觸發只計一次

10 times historically; 60-day forward avg +11.85%, win rate 70%, beating the market by +1.55 pts on average.

外資連續買超滿 5 個交易日

Pending

外資(不含自營商)買賣超連續 5 日為正,事件日為第 5 日;20 日內重複觸發只計一次

28 times historically; 60-day forward avg +8.4%, win rate 71.4%, beating the market by -0.06 pts on average.

What does 永豐台灣ESG do? Company profile

ETF(指數股票型基金;ESG/高股息主題、以台股為標的) 上櫃(櫃買中心 TPEx,OTC 掛牌)

Overview

00888 為永豐投信(SinoPac Asset Management)發行的被動式股票型 ETF,基金全名「永豐台灣ESG永續優質ETF證券投資信託基金」,基金成立日為 2021/03/23,並於 2021/03/31 在台灣櫃檯買賣中心(TPEx,上櫃)掛牌交易。經理公司為永豐投信,採實物與現金申購買回機制。追蹤指數為富時公司編製之「FTSE Taiwan Target Exposure ESG Index(富時台灣ESG優質指數)」。配息政策為季配息(每年評價、最多四次配息)。總費用率約 0.55%(含經理費及其他非管理費用,依公開說明書與各資料平台揭露略有差異)。截至 2026/06/16,基金規模約新台幣 135.99 億元(13,598.67 百萬元)。屬非營運性質之投資工具,無自有營收、員工或董事長/總經理等公司治理架構,相關治理由經理公司永豐投信負責。

Business

本 ETF 為被動式指數追蹤產品,目標在於追蹤「富時台灣ESG優質指數」之績效表現。指數編製邏輯結合富時 ESG 評鑑系統之 ESG 評分與股利率(殖利率)等加權條件,篩選出 ESG 評分高且股利率佳的台股優質企業,成分股約 59 檔(會隨指數定期審核而調整)。產業分布以半導體為主,並涵蓋金融保險、電腦及周邊設備、通信網路等。截至 2026/05/31 前十大成分股與權重約為:台積電 23.18%、聯電 21.62%、日月光投控 8.10%、台達電 5.67%、南亞科 4.30%、臻鼎-KY 4.23%、元太 4.16%、國泰金 3.40%、華碩 3.09%、世界先進 2.52%,前兩大持股台積電與聯電合計逾 44%,集中度偏高。商業模式為向受益人收取經理費/管理相關費用,投資人報酬主要來自成分股股價變動與股利(以季配息方式分配)。

Outlook 2025–2028

作為被動追蹤台股 ESG 主題指數的 ETF,2025–2028 年績效高度連動於台灣股市整體表現、半導體景氣循環(尤其台積電、聯電、日月光投控、南亞科等權值股),以及 ESG 與高股息題材的市場資金流向。成長動能方面,台灣 AI/半導體供應鏈擴張與全球永續投資(ESG)資產規模成長,可望支撐成分股獲利與配息能力。潛在風險與挑戰包括:(1)持股高度集中於半導體,景氣下行或地緣政治(如兩岸、出口管制)衝擊時波動加大;(2)指數定期換股造成成分股與配息變動;(3)ESG 評分方法調整或永續投資退潮的政策/市場風險;(4)匯率與利率環境變化影響金融類成分股。此為被動指數產品,本身無擴產、新產品或新技術等營運成長計畫,展望以追蹤指數與市場 β 為主。

Sources(7)

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.

方法與限制

  • 所有報酬以還原股價(etl:adj_close)計算,已還原除權息與股票分割。
  • 超額報酬以發行量加權股價報酬指數(含息)為基準。
  • 估值位階與分位統計以「截至當天為止的自身歷史」滾動計算,不使用未來資訊。
  • 營收訊號的事件日對齊到公告截止日後第一個交易日,避免提前用到尚未公開的資訊。
  • 事件樣本之間日期可能重疊,統計僅描述歷史分布,樣本數較少時參考價值有限。

本頁內容為歷史資料統計與教育用途,不構成投資建議。投資一定有風險,過去績效不代表未來表現,交易前請自行評估並承擔風險。