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3712

永崴投控 Computer & Peripherals As of 2026-06-17 Updated daily after market close

strong quality, discounted valuation, no active signal today.

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

Is 永崴投控 a buy? Fundamentals and valuation first

Top-tier profitability.Operating margin beats ~94% of the market. Latest quarterly ROE ≈ 33.8%.
Valuation is low.PE is in the 7th market percentile; within its own history, PE is around the 5th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 7.3% of volume (net buy).

Chip flow

Bullish +0.34

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
兆豐-中壢 holds 1,770 lots
sellers have 834 lots left, ~30 sessions to clear

Window from 2026-01-17 · Price -35% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 兆豐-中壢 has accumulated 1,770 lots since the start (sold 0%), holding.
Main distributor 新光-桃園 peaked at 1,133 lots, has sold 35%, 733 left, paused recently.
TDCC big holders (absolute) >1000-lot holders +0.56pp, mid holders -2, retail -0.20pp — concentration shifting upward.
Foreign hedge-desk net short Net short -184 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

兆豐-中壢台灣摩根士丹利國泰-敦南美商高盛統一元大-文心興安

Distributing

新光-桃園凱基-台北大昌新加坡商瑞銀花旗環球台新-中壢

Desks

own scale

(牛牛牛)亞-鑫豐富邦-建國港商野村富邦-基隆

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

Branch details Unit: lots

Accumulating

兆豐-中壢 +1,770

sold 0%
台灣摩根士丹利 +990

sold 1%· still adding
國泰-敦南 +682

sold 0%· still adding
美商高盛 +672

sold 3%· still adding
統一 +593

sold 1%· still adding
元大-文心興安 +477

sold 5%· still adding

Distributing

新光-桃園 733 left

sold 35%· paused recently
凱基-台北 262 left

sold 68%· ~6 sessions to clear
大昌 421 left

sold 30%· paused recently
新加坡商瑞銀 430 left

sold 27%· ~27 sessions to clear
花旗環球 98 left

sold 50%· paused recently
台新-中壢 20 left

sold 89%· ~5 sessions to clear

Desks

(牛牛牛)亞-鑫豐 -1,131

unclassified
富邦-建國 -1,070

unclassified
港商野村 -786

hedge desk · will cover
富邦-基隆 -627

unclassified

Still selling 834 lots ~30 sessions to bottom at most

Recent buy/sell force +2,535 absorbed / -826 sold buyers slightly ahead

Hedge-desk net short -134 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

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 Insufficient data Now

20-40 Insufficient data

40-60 -4.8%

60-80 Insufficient data

80-100 Insufficient data

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20 You are here	12	Insufficient data
20-40	23	Insufficient data
40-60	39	-4.8%	-10.7%	25.6%	-7.5%
60-80	1	Insufficient data
80-100	0	Insufficient data

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 ≈ 10.13, at the 5.1th percentile of its own history (0-20 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

-1.5%

Win rate 40.4% Excess -3.1%

114d

+12%

Win rate 78% Excess +8.1%

50d

Insufficient data
(0d)

60-day momentum down

Now

Insufficient data
(29d)

Insufficient data
(2d)

Insufficient data
(0d)

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.

252-day price high (breakout)

Pending

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

8 times historically; 60-day forward avg +12.32%, win rate 75%, beating the market by +5.35 pts on average.

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).

36 times historically; 60-day forward avg +1.06%, win rate 55.6%, beating the market by -1.69 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.

31 times historically; 60-day forward avg +2.95%, win rate 37.9%, beating the market by -0.52 pts on average.

What does 永崴投控 do? Company profile

電腦及週邊設備業；集團營收重心已高度包含能源服務、電廠開發、綠電交易與儲能台灣證券交易所上市

Overview

永崴投資控股股份有限公司成立於2018年10月1日，為正崴集團旗下投資控股公司，同日上市掛牌，股票代號3712，普通股。公司總部位於新北市土城區中央路四段49號。依公司2025年6月法說資料，資本額為新台幣2,462,421仟元；依2024年年報，已發行普通股246,242,146股。董事長為郭台強；公司官網經營團隊及2025年12月公開資訊觀測站重大訊息顯示，總經理由劉素芳接任，財務長暨公司治理長為林坤煌。集團投資架構包括光燿科技100%、勁永國際100%、崴強科技100%、中旋DG 100%、Studio A (HK) 24.5%、森崴能源由勁永持股37.49%及崴強持股6.67%、富威電力65.87%、世豐電力由永崴持股16.3%及崴強持股34.7%。2024年年報列示截至2025年3月31日從業員工2,436人。主要股東依2024年年報截至2025年3月30日名單為富士臨國際投資23.68%、志得投資8.55%、富崴國際投資5.97%、兆崧投資2.27%、鑫鴻國際投資2.20%、富聯國際投資1.71%、莊義清1.19%、台灣富璘投資1.13%、花旗託管瑞銀歐洲SE投資專戶1.08%、渣打託管日本證券投資專戶0.85%。

Business

永崴為控股平台，營運透過子公司分為四大類：一、能源服務：電廠開發、工程承攬、太陽能、陸域/離岸風電、小水力、燃氣與LNG、綠電交易、再生能源憑證、ESCO節能及儲能服務，2024年營收19,644,719仟元，占合併營收73.02%，為最大業務。二、系統及週邊商品：崴強科技從事影像掃描器、自動饋紙文件模組、多功能事務機相關設計與製造，具自主影像處理晶片與掃描、光學、影像處理及資安設計能力，2024年營收5,469,124仟元，占20.33%。三、3C零售及週邊產品：勁永及相關通路銷售Apple產品、行動周邊、快充充電器、行動電源、磁吸無線充電、HUB、儲存裝置、TWS耳機等，2024年營收1,590,877仟元，占5.91%。四、3C零組件：光燿科技從事光通訊零組件、400G/800G Lens、MPO/MTP、MT-FA、MT Ferrule、MPO/MT Cable、NB/VR/AR/醫療鏡頭等，2024年營收199,142仟元，占0.74%。2025年Q1法說資料顯示合併營收7,370,638仟元，其中勁永-森崴收入5,694,077仟元、約77%，崴強1,303,778仟元、約18%，顯示能源工程仍為短期營收主軸。主要客戶方面，年報未揭露真名，2024年最大銷貨客戶以「客戶H」匿名列示，銷貨16,528,678仟元，占61%；能源業務重要業主/購電方包含台灣電力股份有限公司及售電業者，電子業務客戶則為國際品牌大廠、PC大廠、經銷商、通路商與終端消費者。

Outlook 2025–2028

2025至2028年展望需分成電子與能源兩條線觀察。電子業務方面，崴強掃描器與自動饋紙機已進入成熟市場，成長重點在中高階商用/工業用掃描器、A3/A4自動饋紙模組、AI化文件分類、影像處理晶片升級、小型化與高階利基產品；公司2025年法說稱崴強將深耕客戶、擴大中高階產品占比並提升研發能力。光燿受AI資料中心與電信高速傳輸需求帶動，2025年上半年800G與MT-MT Cable已開始量產出貨，後續重點為擴大800G高階項目、光通訊零組件、MPO/MT Cable、MT Ferrule、光模組元件，並把鏡頭從NB擴至AR微投影與醫療產品。3C周邊方面，USB-C、PD3.1高瓦數快充、Qi2磁吸無線充電、TWS耳機、行車紀錄器與記憶體產品是新產品方向，但香港零售環境與匯率仍是壓力。能源業務方面，長期題材包含台灣再生能源、儲能、綠電交易、售電、企業減碳及LNG替代燃煤/重油需求；森崴能源曾以光風水氣平台為核心，規劃太陽光電、陸域風電、離岸風電、水力、燃氣與儲能服務。2025年法說列示主要專案包括台電離岸風電第三階段第二期700MW、南部太陽光電100MW、彰化陸域風電54.6MW、七股太陽光電共同升壓站77MW、彰苑/北苑風電維運28.8MW、七股鹽灘太陽光電維運77MW；富威電力已建置儲能並規劃擴建100MW儲能系統。最大風險是富崴能源承攬台電離岸風電二期300MW工程造成重大虧損與資金壓力；2025年及2026年新聞與重大訊息顯示，工程受疫情、俄烏戰爭、缺船、國產化政策、通膨、升息與海象影響，森崴/永崴已依持股認列損失，森崴能源並面臨終止上市事件。對永崴而言，2026至2028年的關鍵變數為台電追加款/調解與工程收尾、森崴財務重整與持股處分、富威電力股權變動、能源事業是否從高資本開支與EPC風險轉向較穩定的售電、儲能與維運收入，以及電子事業能否用光通訊800G、AR/醫療鏡頭與高階掃描器補足能源虧損波動。

Supply Chain

Upstream

正崴精密工業股份有限公司 2392 正崴集團最終母公司與主要控制股東相關集團，提供集團資源、供應鏈、技術與資金協同；非年報揭露之單一進貨商。
能源工程承攬商乙公司、癸公司、戊公司等 2024年年報以匿名方式揭露主要供應商，乙公司、癸公司及戊公司為能源服務工程承攬商，供應商選擇依工程性質、業主需求、施工地點、施工品質及配合度而變化，未揭露是否上市櫃。
光學材料、電子材料、IC、PCB、塑膠、金屬與包裝材料供應商系統及週邊、光學及光通訊產品上游；年報僅揭露產業類別，未揭露具名公司，因此stock_id設為null。
國有財產署及民間土地/案場業主能源服務上游案場來源，包含國家土地、民間土地、工業區屋頂及政府標案等，非台股上市櫃公司。
Apple Inc.及其產品供應體系勁永/Studio A通路銷售Apple產品與周邊；Apple為美國上市公司，非台股上市櫃，stock_id設為null。

Downstream

台灣電力股份有限公司能源工程重要業主及購電方；富崴能源承攬台電離岸風電二期工程，能源服務亦面向台電及售電業者。台電非上市櫃公司。
富威電力股份有限公司 6994 永崴集團售電與儲能平台，業務包括綠電交易、再生能源憑證、ESCO節能與儲能服務；屬集團下游能源服務通路。
國際品牌大廠、PC大廠、通路商與經銷商崴強掃描器、自動饋紙模組、光電及數位影像產品下游客戶；年報未具名揭露，包含國際品牌、PC大廠、通路商與經銷商。
通信設備製造商、電信營運商與資料中心客戶光燿光通訊零組件下游應用，涵蓋資料中心、電信通訊、Fttx與智慧電訊網；未具名揭露實際客戶。
香港及其他地區終端消費者 3C零售與Apple產品通路下游，包含Studio A相關通路與一般消費者，非上市櫃企業。

Competitors

上緯投控 3708 同為台股投控型公司且涉及風電/能源材料等綠能題材，可作能源投控比較對象。
中興電工 1513 電力設備、工程及能源基礎建設相關業務，與永崴能源服務/儲能/電力工程面向有部分競爭或比較關係。
華城 1519 電力設備、變壓器與電網建設供應商，受惠能源轉型與電力基礎建設，與永崴能源平台同屬綠電/電力投資鏈比較公司。
聯合再生 3576 太陽能電池、模組與電站相關業務，與永崴太陽光電開發及能源服務在綠能產業鏈有交集。
元晶 6443 太陽能電池與模組廠，屬太陽光電產業鏈競爭/比較公司。
虹光 2380 影像掃描器與事務機相關業者，與崴強掃描器、自動饋紙機及影像處理產品直接可比。
致伸 4915 電腦週邊、影像與輸入裝置製造商，與永崴系統及週邊商品、國際品牌ODM模式具可比性。
大立光 3008 光學鏡頭龍頭，與光燿NB/AR/VR/醫療鏡頭及光學元件業務同屬光學供應鏈，但產品層級與規模差距大。
玉晶光 3406 光學鏡頭業者，年報亦列為台灣鏡頭產業重要廠商之一，與光燿特殊應用鏡頭具比較關係。
先進光 3362 光學鏡頭與光學元件廠，與光燿鏡頭及特殊應用光學產品具同業比較關係。
創見 2451 記憶體與消費性電子周邊品牌，與勁永PQI記憶體、行動周邊產品在部分市場重疊。

Sources（13）

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.