Free trial

Ask AI to review this stock

Copy the prompt to get recent events, historical reactions, and a short research brief.

Tell your AI:

Help me set up FinLab and analyze 6175 立敦. Please read: https://finlab.finance/en/setup?stock=6175

No install, open FinLab Studio

6175

立敦 Electronic Components As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

2 active signals

252d high Revenue ≥20%

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

Is 立敦 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 71th market percentile. Latest quarterly ROE ≈ 2.8%.
Valuation is neutral.PE is in the 70th market percentile; within its own history, PE is around the 88th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 0.2% of volume (net buy).
Strong revenue growth.Latest monthly revenue YoY ≈ 25.0%, 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

Bullish +0.85

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
元大-士林 holds 1,654 lots
sellers have 2,044 lots left, ~210 sessions to clear

Window from 2026-01-17 · Price +94% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 元大-士林 has accumulated 1,654 lots since the start (sold 0%), still adding.
Main distributor 摩根大通 peaked at 2,251 lots, has sold 45%, 1,248 left, ~61 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders +1.90pp, mid holders +3, retail -2.12pp — concentration shifting upward.
Foreign hedge-desk net short Net short -682 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

元大-士林花旗環球港商野村凱基-信義國票證券元大-蘆洲

Distributing

摩根大通台灣摩根士丹利元大證券美林台新富邦-建國

Desks

own scale

華南永昌-台中華南永昌-竹北富邦-新竹台新-台中

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

Branch details Unit: lots

Accumulating

元大-士林 +1,654

sold 0%· still adding
花旗環球 +1,598

sold 0%
港商野村 +1,023

sold 0%· still adding
凱基-信義 +695

sold 0%· still adding
國票證券 +283

sold 0%· still adding
元大-蘆洲 +257

sold 0%· still adding

Distributing

摩根大通 1,248 left

sold 45%· ~61 sessions to clear
台灣摩根士丹利 1,437 left

sold 35%· paused recently
元大證券 418 left

sold 67%· paused recently
美林 359 left

sold 70%· paused recently
台新 156 left

sold 87%· ~8 sessions to clear
富邦-建國 388 left

sold 55%· paused recently

Desks

華南永昌-台中 -1,036

unclassified
華南永昌-竹北 -476

unclassified
富邦-新竹 -453

unclassified
台新-台中 -388

unclassified

Still selling 2,044 lots ~210 sessions to bottom at most

Recent buy/sell force +5,859 absorbed / -1,046 sold buyers slightly ahead

Hedge-desk net short -253 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.

252-day price high (breakout)

Active

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

34 historical occurrences (since 2009-09-16)

120 days after: historical avg +29.96%

20-day +6.74%

60-day +10.99%

120-day +29.96%

20-day

60-day

120-day

Win

52.9%

56.2%

71%

Sample

Median

+2.47%

+3.67%

+22.56%

Excess

+4.83%

+8.02%

+23.18%

Beat mkt rate

52.9%

50%

71%

Over 31 occurrences, 120-day forward avg gained 29.96%, beat the market by 23.18 pts; win rate 71%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 25.02%

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

82 historical occurrences (since 2007-04-23)

120 days after: historical avg +19.11%

20-day +1.92%

60-day +8.36%

120-day +19.11%

20-day

60-day

120-day

Win

45.3%

53.3%

57.3%

Sample

Median

-1.38%

+0.44%

+7.64%

Excess

+1.39%

+6.62%

+16.37%

Beat mkt rate

46.7%

48%

54.7%

Over 75 occurrences, 120-day forward avg gained 19.11%, beat the market by 16.37 pts; win rate 57.3%.

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 +12.9%

20-40 +13%

40-60 +25.2%

60-80 +76.3%

80-100 +56.9% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	575	+12.9%	+0.8%	50.6%	-10.4%
20-40	959	+13%	+7.9%	60.8%	-3.1%
40-60	600	+25.2%	+13.7%	74.3%	+7.5%
60-80	338	+76.3%	+71.6%	85.5%	+59.1%
80-100 You are here	156	+56.9%	+97.5%	51.9%	+51.3%

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 ≈ 40.11, at the 88.5th 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

+5.6%

Win rate 49.4% Excess -2.3%

544d

+22.6%

Win rate 69.9% Excess +9.6%

727d

Now

+15.6%

Win rate 70.4% Excess +9%

226d

60-day momentum down

+3.5%

Win rate 45% Excess -3.9%

715d

+18.3%

Win rate 76.2% Excess +8.7%

399d

+10.2%

Win rate 61.3% Excess +7.1%

137d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 226 historical days, 120-day forward avg gained 15.6%, win rate 70.4%, beat the market by 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.

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.

46 times historically; 60-day forward avg +8.9%, win rate 57.8%, beating the market by +3.72 pts on average.

What does 立敦 do? Company profile

電子零組件業；被動元件上游材料，鋁質電解電容器用電極箔／鋁箔上櫃（櫃買中心）

Overview

6175 對應證券為上櫃普通股「立敦」。公司成立於 1993/11/09，公開發行日為 2000/04/25，上櫃日為 2002/06/10，總部位於苗栗縣銅鑼鄉中興工業區中隆二路 9 號。董事長為吳志銘；依 114 年報，總經理為李東榮，策略長為柯村忺。公司英文名稱為 LITON TECHNOLOGY CORP.，英文簡稱 LITON。實收資本額約新台幣 15.01 億元；114 年報列示截至 115/04/20 流通在外普通股 150,121,812 股。員工規模方面，114 年底 381 人，115 年截至第一季止 372 人，其中業務 12 人、技術 75 人、現場 183 人、管理 98 人、研發 4 人。主要股東方面，114 年報列示截至 115/04/20 前十大股東包括：立隆電子工業股份有限公司 43,731,598 股、持股 29.13%；廣東東陽光科技控股股份有限公司 23,296,875 股、持股 15.52%；琪發企業股份有限公司 3,572,881 股、持股 2.38%；鄭國慶 2.12%；林秀梅 2.10%；其餘為徐雅淳、吳仁銘、吳中銘、徐曄軒、施憲銘等。公司屬立隆集團旗下鋁箔材料廠，主要營業項目為生產及銷售化成鋁箔、電蝕鋁箔及鋁箔加工。

Business

立敦的核心產品為鋁質電解電容器用化成鋁箔與電蝕鋁箔，是鋁質電解電容器的關鍵原材料。114 年合併營收為新台幣 4,167,201 千元，產品結構為化成鋁箔 2,740,812 千元、占 65.77%；電蝕鋁箔 1,315,463 千元、占 31.57%；鋁箔加工 110,926 千元、占 2.66%。公司產品下游為鋁質電解電容器，終端應用涵蓋資訊產品、通訊產品、消費性電子、車用電子、綠能環保、重工運輸、量測工業與航空國防等。依年報，電蝕／化成鋁箔約占鋁質電解電容器原料總成本 30% 至 70%，因此掌握上游鋁箔來源與品質對電容器廠商成本與可靠度重要。商業模式以製造銷售電極箔／化成箔為主，透過自有品牌 LT、母公司立隆電垂直整合、子公司立東電子科技的電蝕鋁箔技術，以及與日系、歐美、大中華區主要電容器客戶共同開發高階規格。114 年銷售區域以亞洲為主，亞洲營收 4,017,131 千元、占 96.40%；歐洲 1.91%；美洲 1.69%。114 年合併營收較 113 年衰退 1.38%，稅後淨利 536,397 千元，較 113 年衰退 10.57%，主因包括高壓箔獲利承壓、消費電子復甦乏力與產業價格競爭。

Outlook 2025–2028

2025 年實際營運呈現合併營收微幅下滑、獲利下修的狀態，主要受到全球電子產業鏈調整、消費電子需求偏弱、電極箔產業稼動率低、同質化競爭與中國新疆、內蒙等低電價地區產能擴張衝擊；低壓箔表現優於高壓箔。公司 2026 年營運計畫聚焦高附加價值應用，明確方向包括：一、攻堅 AI、車載電子、新能源等中高端領域，降低低毛利產品依賴；二、突破低中高壓高容量、長壽命電極箔技術；三、擴大子公司立東低壓電蝕鋁產能與市占；四、加大高分子固態電容器、車載專用電容器、AI 伺服器與電動車 Hybrid 高端電容應用導入；五、研發 AI 算力設備用高壓高容電極箔、耐高低溫與長壽命車載級電極箔、低能耗與碳足跡產品。2026 年以後至 2028 年，較具可見度的結構動能來自 AI 資料中心電源、CPU/GPU 周邊固態與疊層電容、電動車與汽車電子化、光伏、儲能、氫能及工業電源需求，這些應用提高對高壓高容、長壽命、低 ESR、耐高溫、耐大紋波電流與車規可靠度鋁電解電容材料的需求。主要挑戰包括：中國電極箔產能占比提升與價格內捲，低電價區產能壓低高壓箔獲利；鋁原箔、鋁錠、化學藥液與能源成本波動；客戶垂直整合造成專業鋁箔廠競爭加劇；日系廠仍主導高端市場；匯率與外銷區域需求波動；中國環保、節水、碳排放雙控與電子工業水污染物排放標準提高合規成本。2027 至 2028 的具體財務數字與產能數字未見公司公開財測，本段對 2027 至 2028 的描述屬依公司 114 年報策略與產業需求趨勢所作的定性推估。

Supply Chain

Upstream

A公司（年報未揭露名稱） 114 年報揭露之 10% 以上主要供應商，為生產鋁箔主要原料鋁原箔供應商，114 年進貨 966,338 千元、占進貨淨額 49.33%，與發行人為實質關係人；公司未揭露正式名稱，無法確認是否掛牌。
B公司（年報未揭露名稱） 114 年報揭露之 10% 以上主要供應商，114 年進貨 235,477 千元、占進貨淨額 12.02%，與發行人無關係；公司未揭露正式名稱，無法確認是否掛牌。
日本鋁原箔／電蝕鋁箔供應商年報說明電容器上游材料關鍵技術長期由日系廠商掌握，國內化成箔業者過去仍仰賴日本進口電蝕鋁箔；此為供應來源類別，非單一掛牌公司。
化學藥液供應商年報列示公司原料包括原箔、電蝕鋁箔及化學藥液，並維持多數原物料兩家以上合格供應商；未揭露個別公司名稱。
乳源縣立東電子科技有限公司公司子公司／關係企業，負責高階及低壓電蝕鋁箔技術與產能，協助立敦降低對外部電蝕鋁箔依賴；未在台股掛牌。

Downstream

立隆電子工業股份有限公司 2472 母公司與主要股東，屬鋁質電解電容器製造商；年報說明立敦屬立隆轉投資之專業化成箔廠，除供應母公司需求外亦供應其他廠商。
甲公司（年報未揭露名稱） 114 年報揭露之 10% 以上銷貨客戶，114 年銷貨 565,558 千元、占銷貨淨額 13.57%，與發行人為實質關係人；主係出售電蝕鋁箔及化成鋁箔，公司未揭露正式名稱。
日系及歐美主要電容器客戶公司 115 年銷售計畫提到與日系及歐美主要客戶共同開發客製化高階規格，並爭取歐美及日系高端客戶市占；未揭露個別公司名稱，多為海外或未確認掛牌狀態。
國內外一線電容器大廠年報描述公司在 AI 及新能源車載電容器應用已獲國內外一線電容器大廠認可及採用；未揭露個別公司名稱。
AI伺服器、電動車、光伏儲能與工業電源應用客戶終端應用端需求來自 AI 資料中心、CPU/GPU 周邊電源、車載電子、電動車 Hybrid、風能、太陽能、儲能與工業設備；多為應用領域而非單一公司。

Competitors

凱美電機股份有限公司 2375 台股上市公司；年報列為垂直整合型化成鋁箔製造商，由鋁電解電容器專業製造商向上整合生產化成箔以供自用，與立敦在鋁電解電容上游材料／垂直整合供應鏈形成競爭。
金山電子工業股份有限公司 8042 台股上櫃公司；年報稱台灣金山屬鋁電解電容器製造商向上整合生產化成箔以供自用，為垂直整合型競爭者。
中國大陸電極箔廠商年報指出中國電極箔產能占比持續提升，中高壓箔約 85%、低壓箔約 66%，同質化與價格競爭升級，低電價地區產能擴張衝擊高壓箔市場；多數非台股掛牌或未逐一揭露名稱。
日本高端電極箔／鋁電解電容材料廠年報指出日本企業主導高端市場，日系供應商掌握關鍵上游材料技術；多為海外企業，非台股掛牌。
廣東東陽光科技控股股份有限公司中國上市／陸股相關企業，為立敦主要股東之一，也是電極箔及鋁箔產業重要業者；因非台股掛牌，stock_id 依規範填 null。

Sources（9）

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.