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6220

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

quality needs a look, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 岳豐 to your watchlist to track signal changes on your next visit.
Valuation 45Quality 23Growth 86Momentum 70Chips 21

Is 岳豐 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 33th market percentile. Latest quarterly ROE ≈ -1.5%.

  • Valuation is neutral.PE is in the 73th market percentile; within its own history, PE is around the 87th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -2.4% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 59.6%, 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
  • 第一金-員林 holds 1,451 lots
  • sellers have 1,480 lots left, ~440 sessions to clear

Window from 2026-01-17 · Price +37% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 第一金-員林 has accumulated 1,451 lots since the start (sold 0%), still adding.
  • Main distributor 華南永昌-南京 peaked at 1,739 lots, has sold 68%, 557 left, ~5 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +4.40pp, mid holders +1, retail -3.68pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -284 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
第一金-員林第一金-華江中國信託-文心台新證券合庫-台中致和證券
Distributing
華南永昌-南京美商高盛凱基-台北台灣摩根士丹利凱基新加坡商瑞銀
Desks
own scale
國票-北高雄富邦-陽明(牛牛牛)亞-鑫豐凱基-竹科
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 第一金-員林 +1,451
    sold 0%· still adding
  • 第一金-華江 +1,085
    sold 7%· still adding
  • 中國信託-文心 +953
    sold 4%
  • 台新證券 +696
    sold 8%
  • 合庫-台中 +592
    sold 0%· still adding
  • 致和證券 +309
    sold 0%· still adding

Distributing

  • 華南永昌-南京 557 left
    sold 68%· ~5 sessions to clear
  • 美商高盛 164 left
    sold 85%· paused recently
  • 凱基-台北 525 left
    sold 38%· ~65 sessions to clear
  • 台灣摩根士丹利 185 left
    sold 64%· paused recently
  • 凱基 40 left
    sold 89%· paused recently
  • 新加坡商瑞銀 126 left
    sold 64%· ~41 sessions to clear

Desks

  • 國票-北高雄 -1,010
    unclassified
  • 富邦-陽明 -884
    unclassified
  • (牛牛牛)亞-鑫豐 -650
    unclassified
  • 凱基-竹科 -409
    unclassified
Still selling 1,480 lots ~440 sessions to bottom at most
Recent buy/sell force +1,703 absorbed / -1,360 sold buyers slightly ahead
Hedge-desk net short -274 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 59.58%

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

63 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 64.6%, Sample 48, Median +2.88%, Excess +2.37%, Beat mkt rate 58.3%；60-day: Win 43.8%, Sample 48, Median -1.56%, Excess -4.35%, Beat mkt rate 37.5%；120-day: Win 29.8%, Sample 47, Median -10.69%, Excess -9.47%, Beat mkt rate 25.5%

120 days after: historical avg -5.39%

20-day +3.49%
60-day -0.97%
120-day -5.39%
20-day
60-day
120-day
Win
64.6%
43.8%
29.8%
Sample
48
48
47
Median
+2.88%
-1.56%
-10.69%
Excess
+2.37%
-4.35%
-9.47%
Beat mkt rate
58.3%
37.5%
25.5%

Over 47 occurrences, 120-day forward avg declined 5.39%, lagged the market by 9.47 pts; win rate 29.8%.

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)
0-20 552+50.5% +0.9% 51.3% +10.8%
20-40 1007+4.8% -9.2% 39.7% -4.5%
40-60 437+65.5% +20.8% 66.6% +39.6%
60-80 265+19% +18.4% 90.2% +3.9%
80-100 You are here153+14.3% +15.5% 86.9% +5.6%

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 ≈ 45.32, at the 86.7th 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
-11.6%
Win rate 28.8% Excess -22.9%
468d
+39.8%
Win rate 60.6% Excess +29.4%
682d
Now
+13.5%
Win rate 68.5% Excess +2.5%
184d
60-day momentum down
+4.9%
Win rate 54.7% Excess -2.5%
717d
+19.6%
Win rate 54.3% Excess +7.7%
335d
+20.5%
Win rate 81.6% Excess +13.8%
147d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 184 historical days, 120-day forward avg gained 13.5%, win rate 68.5%, beat the market by 2.5%.

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.

20 times historically; 60-day forward avg +7.74%, win rate 45%, beating the market by +4.34 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.

53 times historically; 60-day forward avg +6.52%, win rate 45.3%, beating the market by +3.58 pts on average.

What does 岳豐 do? Company profile

電子零組件業 上櫃（櫃買中心）

Overview

岳豐科技股份有限公司成立於1983年9月3日，總部位於桃園市新屋區中山東路二段130巷12-9號，股票於2003年1月9日在櫃買中心上櫃，屬營運公司普通股。公司英文簡稱 YFC-BONEAGLE，主要營業項目為區域通訊網路線、光纖接續材料及零件配件之組裝製造買賣、3C電源線組、無線及電纜製造業。依公開資料，實收資本額約新台幣14.646億元，已發行普通股146,462,640股；董事長為葉春榮，總經理公開基本資料列為林森褔，發言人蔡瑞華。員工規模依2024年年報：2023年底1,654人、2024年底1,733人、截至2025年4月30日1,687人。主要股東依2024年年報、2025年4月22日資料：嘉榮投資有限公司5.48%、葉鐏銥4.95%、餘堯投資有限公司3.92%、張初子3.22%、光谷投資有限公司2.87%、王柏文2.51%、禾鼎投資有限公司2.43%、倫豪投資有限公司2.37%、張榮光2.11%、盧姚萍2.06%。公司集團據點包含台灣桃園、東莞、無錫、菲律賓等製造基地，以及美國、歐洲、菲律賓等品牌、通路與倉儲布局；集團事業單位包含岳豐科技、Monoprice、Bestlink、Prime、Premium Line/KSI等。2024年合併營收10,099,673千元，年增2.66%；毛利率26.24%，較2023年20.18%提升；稅後淨利135,911千元，EPS 0.93元。2025年第一季營收22.85億元，較2024年第一季22.34億元增加2.28%。

Business

岳豐是線纜與連接線材供應商，產品包含3C電源線組、電源延長線、區域網路線、網路跳接線、網路資訊插座、USB/HDMI等傳輸線、光纖跳線及配件、工業訊號傳輸線組、車載ADAS高頻傳輸線、新能源車高壓動力線、太陽能/儲能傳輸線組、工業機器人線束、Cat.6/Cat.6A/Cat.7/Cat.8網路線與資料中心線材等。2024年產品營收結構公開資料列示為電源線約53%、網路線約28%、消費性電子產品約15%、其他約4%；2025年第一季法說簡報按產品列示：電源線約12.28億元、占54%，網路線約6.47億元、占28%，其他約4.10億元、占18%。商業模式兼具製造代工、批發/品牌通路與電子商務：一方面由台灣、中國、菲律賓等廠生產線材與線束，供應OEM/ODM與通路客戶；另一方面透過Monoprice、Bestlink、Prime、Premium Line等自有或集團通路直接接觸B2B與終端市場。銷售區域高度集中美國，2024年產品銷售地區公開資料列示美國約82%、台灣5%、加拿大3%、中國2%、英國1%、其他7%；2025年第一季法說簡報亦顯示美國約82.1%。主要客戶方面，年報因契約保密僅揭露A客戶，2024年銷貨2,449,234千元、占24.25%；2025年第一季A客戶572,349千元、占25.05%。法說與永續資料另指出Prime主要客戶包含美國大型連鎖通路如Lowe's、Costco等；Monoprice透過電商平台銷售超過6,000項3C產品。主要應用為網路通訊、資料中心與邊緣運算、電腦及週邊、家電、消費性電子、工業自動化、機器視覺、機器人、PoE供電網路、智慧車/電動車、低軌衛星與儲能/太陽能連接。

Outlook 2025–2028

2025年公司明確策略為優化產品組合、提升毛利率、增加美國以外客戶、開發菲律賓、中東及非洲市場、維持美國區產品競爭力、提升菲律賓工廠量產與品質穩定、增加自有品牌價值與市場能見度。年報短期計畫包括拓展集團外客戶、強化工業線/機器人/自動化線材、發展工業級網路跳線、強化歐洲與日本工業及智慧生產設備市場、提高菲律賓廠產能效率並縮短交期以因應川普關稅2.0。長期計畫包括與Prime、Bestlink開發新品與工業線材、在菲律賓增加電源線與網路跳線以外的工業線與極細線、持續開發車載高頻傳輸線材、開發低軌衛星影音及供電線材、尋找環保生產與包裝材料以推動ESG方案，並評估美國製造或TAA合格供應鏈機會。2025至2028成長動能主要來自：一、北美供應鏈去中國化與關稅環境下，菲律賓產能承接美國市場需求；二、PoE、Cat.6A/Cat.8、40G至100G高速網路、AI資料中心與邊緣運算對高階線材需求；三、工業自動化、機器人、機器視覺、工業以太網線束；四、電動車/智慧車用高頻傳輸與高壓線束；五、低軌衛星、太陽能與儲能線材；六、自有品牌與電商/通路整合提升終端需求掌握。2026年截至5月公開月營收資料顯示單月營收928,814千元、年增59.59%，4月824,595千元、年增12.10%，但1至5月累計仍受前期基期與產品調整影響，需觀察是否形成連續復甦。2026至2028屬推估：若美國關稅與供應鏈轉移持續，菲律賓廠稼動、非美國市場開拓、高毛利工業/資料中心/車用線材比重提升，將是毛利率與獲利體質改善關鍵；但公司仍面臨美國需求集中、銅價與PVC/石化原料價格、匯率、歐洲價格競爭、中國/土耳其等競爭者、客戶集中與全球終端消費景氣循環等風險。

Supply Chain

Upstream
  • 台灣塑膠工業股份有限公司 1301 年報揭露岳豐持續與國際知名原料廠家「台塑」合作開發物理發泡高頻低介電傳輸線材材料；屬塑膠/PVC與高頻材料供應鏈。
  • 未揭露之國內銅線與PVC粒供應商 年報稱主要原料為銅線、PVC粒，主要供應商來自國內大廠且長期配合；因最近二年度及2025年第一季無單一進貨逾10%供應商，名稱未揭露。
  • 進口電解銅板、軋銅廠、裸銅線加工業者 年報產業關聯圖列示上游包含進口電解銅板、軋銅廠與裸銅線加工，為區域網路線與電源線材主要金屬材料來源；具體公司未揭露。
  • 塑膠材料、FEP、低煙無鹵材料與連接器廠商 年報產業關聯圖列示塑膠材料、FEP、低煙無鹵極細線、連接器廠商等為上游或零組件供應來源；具體供應商未揭露。
Downstream
  • A客戶 年報因契約保密以代號揭露；2024年銷貨2,449,234千元，占銷貨淨額24.25%，2025年第一季占25.05%，為最大單一客戶但實際名稱未揭露。
  • Monoprice, Inc. 岳豐集團旗下美國電子商務通路，非台股掛牌；透過電商平台銷售超過6,000項3C產品，將集團線材、配件與消費電子產品銷往終端市場。
  • Prime Wire & Cable, Inc. 岳豐集團旗下美國B2B零售通路，非台股掛牌；為美國延長線、浪湧保護器與電源插座供應商，主要服務實體零售通路。
  • Lowe's Companies, Inc. 美國上市公司，非台股掛牌；公司法說/永續資料提及Prime主要客戶包含美國連鎖實體賣場Lowe's。
  • Costco Wholesale Corporation 美國上市公司，非台股掛牌；公司法說資料提及Prime主要客戶包含Costco等美國連鎖實體賣場。
  • 網通廠、OEM/ODM客戶與工業設備客戶 年報指出跳線產品由價格導向批發分銷客戶轉向高端OEM及工廠配套網通廠客戶；未揭露具體公司名稱。

Competitors

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.