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2305

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

steady quality, premium valuation.

2 active signals

252d high Revenue ≥20%

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

Is 全友 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 54th market percentile. Latest quarterly ROE ≈ 2.0%.
Valuation is high.PE is in the 91th market percentile; within its own history, PE is around the 70th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 2.1% of volume (net buy).
Strong revenue growth.Latest monthly revenue YoY ≈ 97.8%, above the 20% growth threshold.
Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bearish -0.32

BearishNeutralBullish

Distribution, concentration falling — bearish

Distribution, concentration falling — bearish
摩根大通 holds 3,435 lots
sellers have 3,330 lots left, ~124 sessions to clear

Window from 2026-01-17 · Price +99% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 摩根大通 has accumulated 3,435 lots since the start (sold 0%), still adding.
Main distributor 美林 peaked at 1,641 lots, has sold 50%, 813 left, ~66 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders -3.05pp, mid holders +9, retail +0.89pp — little change.
Foreign hedge-desk net short Net short -444 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

摩根大通台新-大昌新加坡商瑞銀元富-大昌美商高盛台灣摩根士丹利

Distributing

美林群益金鼎-大安港商野村國泰證券永豐金-板新永豐金-松山

Desks

own scale

兆豐-新竹京城華南永昌-南京第一金-台南

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

Branch details Unit: lots

Accumulating

摩根大通 +3,435

sold 0%· still adding
台新-大昌 +2,186

sold 0%
新加坡商瑞銀 +2,153

sold 0%· still adding
元富-大昌 +2,000

sold 0%
美商高盛 +1,587

sold 0%· still adding
台灣摩根士丹利 +1,385

sold 21%· still adding

Distributing

美林 813 left

sold 50%· ~66 sessions to clear
群益金鼎-大安 275 left

sold 78%· ~44 sessions to clear
港商野村 569 left

sold 33%· ~70 sessions to clear
國泰證券 594 left

sold 29%· paused recently
永豐金-板新 439 left

sold 45%· paused recently
永豐金-松山 70 left

sold 88%· paused recently

Desks

兆豐-新竹 -11,216

unclassified
京城 -10,052

unclassified
華南永昌-南京 -507

unclassified
第一金-台南 -435

unclassified

Still selling 3,330 lots ~124 sessions to bottom at most

Recent buy/sell force +6,913 absorbed / -1,635 sold buyers slightly ahead

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.

252-day price high (breakout)

Active

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

27 historical occurrences (since 2009-09-22)

120 days after: historical avg +15.47%

20-day +0.9%

60-day +3.06%

120-day +15.47%

20-day

60-day

120-day

Win

30.8%

48%

41.7%

Sample

Median

-3.67%

-2.11%

-5.73%

Excess

-0.66%

-0.33%

+10.7%

Beat mkt rate

34.6%

36%

45.8%

Over 24 occurrences, 120-day forward avg gained 15.47%, beat the market by 10.7 pts; win rate 41.7%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 97.83%

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

59 historical occurrences (since 2007-04-23)

120 days after: historical avg -0.23%

20-day +3.21%

60-day +2.25%

120-day -0.23%

20-day

60-day

120-day

Win

46.6%

44.6%

42.6%

Sample

Median

-0.23%

-2.45%

-6.97%

Excess

+1.15%

-2.59%

-6.79%

Beat mkt rate

46.6%

44.6%

24.1%

Over 54 occurrences, 120-day forward avg declined 0.23%, lagged the market by 6.79 pts; win rate 42.6%.

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 +3.8%

20-40 -28.1%

40-60 Insufficient data

60-80 +23% Now

80-100 +61.7%

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	154	+3.8%	+6.5%	61.7%	-31.2%
20-40	156	-28.1%	-22.8%	0.6%	-47.9%
40-60	0	Insufficient data
60-80 You are here	311	+23%	-27.2%	23.5%	-15.5%
80-100	560	+61.7%	+43.1%	75.2%	+31.9%

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 ≈ 113.33, at the 70.5th 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

-3.7%

Win rate 47.2% Excess -11%

127d

Insufficient data
(1d)

Now

+15.3%

Win rate 44.8% Excess +2.3%

362d

60-day momentum down

-13%

Win rate 26.9% Excess -22.9%

171d

+34.9%

Win rate 75% Excess -44.5%

44d

+31.6%

Win rate 47.8% Excess +13.1%

596d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 362 historical days, 120-day forward avg gained 15.3%, win rate 44.8%, beat the market by 2.3%.

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.

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.

58 times historically; 60-day forward avg +2.49%, win rate 43.9%, beating the market by -2.13 pts on average.

What does 全友 do? Company profile

電腦及週邊設備業；影像掃描器與光電子設備台灣證券交易所上市

Overview

全友電腦股份有限公司成立於1980年10月23日，總部位於新竹科學園區工業東三路6號，股票於1988年10月21日在台灣證券交易所掛牌上市，屬普通股。董事長為吳金來；公司基本資料與股市資料顯示總經理為謝靜慧，惟115年股東常會後董監/經理人資料亦列林伯聰為總經理，實際職務分工需以最新公開資訊觀測站公告為準。2025年底實收資本額約新台幣20.566億元，已發行普通股約205,660,827股。2024年永續報告揭露全球員工約280人，其中新竹總公司88人、其他子公司192人。公司自有品牌為Microtek，早期以影像掃描器起家，1984年推出黑白影像掃描器，近年將光學與影像技術延伸至醫療、生技、工業非破壞檢測與光電子通訊設備。主要子公司包含全友電腦科技（吳江）有限公司、上海中晶科技有限公司、上海嘉慧光電子技術有限公司等；2025年合併財報顯示上海嘉慧主要從事光電子通訊設備及電子系統服務，全友間接持股65.92%。主要股東方面，已查得114年3月28日股東名冊前十大股東包含友縳投資、威盛聯合開發、伯光企業、三裕木業、新友科技等；2026年5月董監持股資料顯示威盛聯合開發持股約30.65%、伯光企業約19.89%，但不同資料期點已有股權變動，需以最新股東名簿為準。

Business

公司主要業務為設計、製造、銷售智慧型影像掃描器、相關電腦資訊週邊產品及光纖工程測試儀表/光電子設備。2025年度合併營收為新台幣746,385千元，較2024年度717,115千元小幅成長；產品別為影像掃描器164,020千元、約22.0%，光電子設備582,365千元、約78.0%。2024年度產品別為影像掃描器199,495千元、約28%，光電子設備517,620千元、約72%，顯示營收重心已由傳統掃描器轉向光電子設備。地區別方面，2025年度中國大陸收入627,545千元、約84.1%，其他國家118,840千元、約15.9%；2024年度外銷占比高，且中國大陸占比最大。影像掃描器產品涵蓋商用掃描器、醫用掃描器、生技掃描器、工業掃描器與NDT/RT非破壞檢測底片數位化系統，應用於文件/圖像/底片掃描、醫療影像管理、生技檢測、病理或植物標本數位典藏、工業放射線檢測底片數位化等。光電子設備部門從事光源器件、光儀器儀表及光源製造系統之研究、製造及銷售，2025年主要客戶資訊揭露成都新易盛通信技術有限公司收入140,769千元、蘇州旭創科技有限公司收入66,841千元；媒體報導指出上海嘉慧已切入中國大陸光通訊模組供應鏈。商業模式包含自有品牌掃描器銷售、特定產業解決方案、影像管理/分析軟體搭配硬體、客製化光電子與檢測設備，以及部分投資性不動產租賃收入。

Outlook 2025–2028

2025至2028年展望重點在光電子設備、AI資料中心帶動的光通訊檢測需求，以及影像AI化。2025年度光電子設備收入占比已升至約78%，部門損益142,235千元，明顯高於影像掃描器部門虧損54,013千元；公司2025年度EPS為0.20元，較2024年度0.14元改善。2026年前5月營收據鉅亨網彙整公告為4.83億元、年增66.26%，其中3至5月年增率均約75%至98%，反映光電子設備需求較強。公司在2024永續報告及股東會資料中提及，AI與大數據趨勢推升光電子檢測設備需求，未來研發方向包含新一代多功能檢測儀器、生技輔助分析判讀軟體、高速介面專業影像擷取設備、新一代非破壞檢測數位影像設備、AI分析技術、高畫素/高速取像影像模組，以及專業影像資料庫管理系統。2025至2028年成長動能包括：一、AI資料中心與800G/1.6T光通訊模組擴產帶來光通訊檢測、AOI與光學量測設備需求；二、醫療、生技與工業非破壞檢測的數位化與智慧判讀；三、公司既有光學、機構、影像演算法與掃描平台技術可延伸至客製化檢測設備；四、中國大陸客戶放量可提升規模經濟。主要風險包括：影像掃描器事業長期市場衰退且產品轉型不易，2025財報仍列為重要減損評估事項；營收與應收帳款集中於少數中國大陸光通訊客戶，2025年底應收帳款中31%由三家客戶組成；中國大陸收入占比高，承受匯率、地緣政治、貿易限制與客戶資本支出循環風險；光通訊設備訂單若屬客製化專案，營收波動可能較大；同時需面對國際檢測量測大廠與中國本土設備商競爭。

Supply Chain

Upstream

電子零件、鏡頭、馬達、電源供應器及機械零件供應商公司永續報告揭露主要材料包含電子零件、鏡頭、馬達、電源供應器及機械零件等；未揭露具名供應商，因此不填台股代號。
光學元件、CCD/感測器、光源、工業機構與控制零組件供應商依公司產品屬性與財報所稱光源器件、光儀器儀表、影像掃描器推估之上游類別；未查得公司公開揭露具名供應商，屬推估。
影像分析、AI演算法與檢測軟體開發資源公司研發方向包含AI分析技術、影像資料庫管理系統、生技輔助分析判讀軟體；可能包含內部研發與外部工具鏈，未查得具名台股供應商。

Downstream

成都新易盛通信技術有限公司 2025年合併財報列為主要客戶，收入140,769千元；為中國大陸光通訊模組廠，非台股上市櫃公司。
蘇州旭創科技有限公司 2025年合併財報列為主要客戶，收入66,841千元；為中國大陸光通訊模組供應鏈公司，非台股上市櫃公司。
醫療院所、生技實驗室、工業非破壞檢測與數位典藏客戶公司掃描器及影像解決方案應用於醫療影像、生技檢測、工業NDT/RT底片數位化、植物標本/文物/文件數位化等；多為終端應用客群，非單一上市櫃公司。
Medray USA LLC 美國/墨西哥授權Microtek掃描器通路商，供應專業圖像、大幅面、醫療與NDT掃描解決方案；非台股上市櫃公司。

Competitors

虹光精密工業股份有限公司 2380 台股上市櫃公司，從事影像掃描器、文件影像處理與辦公自動化設備，屬傳統掃描器與文件數位化領域競爭者。
牧德科技股份有限公司 3563 台股上市櫃公司，主要從事自動光學檢測設備；與全友光電子/智慧檢測設備屬廣義AOI與檢測設備競爭，產品線不完全相同。
由田新技股份有限公司 3455 台股上市櫃公司，從事機器視覺與AOI檢測設備；與全友工業影像與智慧檢測解決方案在部分應用上具廣義競爭關係。
德律科技股份有限公司 3030 台股上市櫃公司，從事電子產業檢測設備；與光學/電子檢測設備需求端有部分重疊，非掃描器直接競爭者。
Canon Inc. 日本上市公司，影像掃描器、文件掃描與影像設備國際競爭者；非台股公司。
Seiko Epson Corporation 日本上市公司，文件/照片掃描器與影像設備國際競爭者；非台股公司。
Ricoh / PFU 日本上市/集團公司，文件掃描器與辦公影像解決方案競爭者；非台股公司。
Keysight Technologies 美國上市公司，光通訊與電子量測設備大廠；與全友光電子測試/檢測設備屬廣義競爭或替代方案，非台股公司。

Sources（17）

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.