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6282

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

quality needs a look, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 康舒 to your watchlist to track signal changes on your next visit.
Valuation 32Quality 38Growth 70Momentum 79Chips 64

Is 康舒 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 37th market percentile. Latest quarterly ROE ≈ 1.0%.

  • Valuation is high.PE is in the 91th market percentile; within its own history, PE is around the 94th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 2.3% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 26.2%, 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

Bearish -0.67
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 花旗環球 holds 4,030 lots
  • sellers have 17,892 lots left, ~74 sessions to clear

Window from 2026-01-17 · Price -1% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 花旗環球 has accumulated 4,030 lots since the start (sold 5%), still adding.
  • Main distributor 新加坡商瑞銀 peaked at 14,368 lots, has sold 46%, 7,754 left, ~17 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -2.61pp, mid holders +11, retail +2.06pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -13,326 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
花旗環球國泰-敦南永豐金-匯立中國信託香港上海匯豐玉山證券
Distributing
新加坡商瑞銀摩根大通港商野村統一台新新光
Desks
own scale
美商高盛凱基永豐金證券群益金鼎
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 花旗環球 +4,030
    sold 5%· still adding
  • 國泰-敦南 +3,153
    sold 2%· still adding
  • 永豐金-匯立 +2,295
    sold 0%
  • 中國信託 +1,939
    sold 6%· still adding
  • 香港上海匯豐 +1,084
    sold 0%· still adding
  • 玉山證券 +936
    sold 0%· still adding

Distributing

  • 新加坡商瑞銀 7,754 left
    sold 46%· ~17 sessions to clear
  • 摩根大通 5,216 left
    sold 54%· ~16 sessions to clear
  • 港商野村 2,417 left
    sold 51%· ~74 sessions to clear
  • 統一 635 left
    sold 81%· paused recently
  • 台新 822 left
    sold 75%· ~9 sessions to clear
  • 新光 978 left
    sold 66%· paused recently

Desks

  • 美商高盛 -9,245
    hedge desk · will cover
  • 凱基 -5,296
    unclassified
  • 永豐金證券 -3,198
    unclassified
  • 群益金鼎 -2,809
    unclassified
Still selling 17,892 lots ~74 sessions to bottom at most
Recent buy/sell force +8,115 absorbed / -11,739 sold sellers slightly ahead
Hedge-desk net short -10,267 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)

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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 26.19%

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

44 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 53.5%, Sample 43, Median +1.13%, Excess -0.66%, Beat mkt rate 46.5%；60-day: Win 40.5%, Sample 42, Median -5.18%, Excess -2.91%, Beat mkt rate 33.3%；120-day: Win 46.3%, Sample 41, Median -1.37%, Excess -4.13%, Beat mkt rate 46.3%

120 days after: historical avg +1.98%

20-day -0.69%
60-day -0.7%
120-day +1.98%
20-day
60-day
120-day
Win
53.5%
40.5%
46.3%
Sample
43
42
41
Median
+1.13%
-5.18%
-1.37%
Excess
-0.66%
-2.91%
-4.13%
Beat mkt rate
46.5%
33.3%
46.3%

Over 41 occurrences, 120-day forward avg gained 1.98%, lagged the market by 4.13 pts; win rate 46.3%.

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.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 618+28.6% +25.1% 97.1% +4.1%
20-40 193+31.1% +25.1% 91.2% +20.6%
40-60 83+33.3% +29.4% 100% +24.2%
60-80 451+20% +17.3% 80.3% +3.2%
80-100 You are here1288-3.3% -5.6% 38.7% -19.8%

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 ≈ 114.8, at the 94.0th 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
+8.3%
Win rate 71.6% Excess -3.8%
437d
+24.3%
Win rate 84.9% Excess +19.7%
93d
Now
+1.2%
Win rate 44% Excess -4.6%
998d
60-day momentum down
+27.1%
Win rate 95.2% Excess +16.4%
331d
+22.7%
Win rate 85.5% Excess +21.8%
62d
+3%
Win rate 47.8% Excess -9.2%
831d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 998 historical days, 120-day forward avg gained 1.2%, win rate 44%, lagged the market by 4.6%.

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.

30 times historically; 60-day forward avg +3.28%, win rate 65.5%, beating the market by -2.33 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.

68 times historically; 60-day forward avg +6.07%, win rate 57.4%, beating the market by +1.13 pts on average.

What does 康舒 do? Company profile

電子零組件業；電源供應器、電力轉換與能源解決方案 台灣證券交易所上市

Overview

康舒科技為台股代號6282之上市普通股，中文簡稱康舒，英文全名AcBel Polytech Inc.。公司成立於1981年7月29日，2003年9月8日掛牌上市，總部位於臺北市北投區中央南路二段18號，統一編號12341051。主要經營業務為交換式電源供應器之研發、設計、製造及銷售。董事長與總經理為許介立，發言人為薛惠文。依公開股市資料與公司資料，實收資本額約新台幣85.6億元、已發行普通股約8.56億股；主要股東與董監持股資料顯示金寶電子工業股份有限公司為重要法人股東，持股約162,203張、約18.9%，許介立亦為董事長並持有公司股份。員工規模方面，104人力銀行揭示台灣職缺頁約1,800人，PitchBook估計全球員工約10,752人，但全球員工數未以公司公告再次核驗。康舒隸屬金仁寶集團體系，2023年以約新台幣153億元收購ABB旗下Power Conversion事業，後更名為OmniOn Power，強化電信電源、資料中心與北美客戶基礎。

Business

康舒核心為電源及電力轉換產品，2025年度產品組合中，電源及零組件營收約新台幣297.99億元、占93.92%，五金零件及其他約19.28億元、占6.08%。主要事業包括電源解決方案、綠能服務、電動動力與金屬沖壓；電源解決方案涵蓋企業雲端電源、工業電源、電信電源、消費性電源、醫療電源、伺服器與資料中心電源、CRPS冗餘電源、Power Shelf、HVDC高壓直流系統、燃料電池用轉換器與逆變器等。應用端包括個人電腦、智慧家電、伺服器、AI資料中心、燃料電池、網通與電信設備、醫療設備、電動車OBC/DC-DC/PDU、充電樁、太陽能與綠電系統整合。依MoneyDJ整理之年報資料，重要原物料為半導體、變壓器、風扇、排線、外殼及電路板；主要生產據點包含台灣、中國大陸及菲律賓，台灣偏高階產品如大型電腦主機、伺服器與燃料電池相關產品，中國大陸華南東莞等地偏消費性電源。客戶與合作方面，MoneyDJ列示電源供應器主要客戶包括榮群、輔信、勤誠、Tesla、Apple等；媒體亦指出康舒為Bloom Energy燃料電池系統電源轉換器供應鏈重要協力廠，並透過OmniOn Power切入電信與CSP資料中心供應鏈。2025Q4事業占比依法說會摘要：企業用電源約40%、電信電源約39%、消費性電源約15%、新事業及其他約5%；2025全年合併營收約317億元、EPS約0.18元，產品組合改善帶動毛利率提升。

Outlook 2025–2028

2025至2028年展望以AI資料中心電力架構、燃料電池、電信電源與高階企業用電源為主要成長軸。2025年公司營收約317億元，與2024年大致持平，但電源業務受AI算力擴張、資料中心與伺服器電源需求、Fuel Cell與系統整合代工放大而形成中長期動能。2026年公司與媒體資訊顯示，AI相關業務2025年約占合併營收20%，2026年目標提升至30%；資料中心業績預估有2至3倍成長，33kW Power Shelf已推出並進入客戶驗證或量產階段，72kW機架式電源產品規劃支援Rubin架構，HVDC 1MW電源系統解決方案瞄準新一代GPU高功耗需求。燃料電池方面，Bloom Energy因AI資料中心現場供電需求與美國大型雲端基礎設施案場帶動，康舒燃料電池相關產品占營收約10%至20%，公司看好未來2至3年有倍數成長機會，並評估透過淡水新大樓、舊廠整修及泰金寶美國、墨西哥產能支援。OmniOn Power方面，2025年度營收較2024年成長約14.6%，北美電信資本支出回溫及CSP資料中心產品導入，是2026後重要綜效來源。2027至2028年機會在HVDC、OCP架構資料中心電源、燃料電池現場供電、電信電源復甦與歐美電動車/充電基礎建設回溫；媒體標題曾提及2028營收挑戰20億美元，屬公司目標與市場報導，非已實現數字。主要風險包括消費性與工業電源需求疲弱、匯兌損失、關稅與地緣政治造成供應鏈重組成本、CSP與AI伺服器客戶認證時程不確定、燃料電池大客戶集中度、Bloom Energy訂單波動、HVDC與高功率產品量產良率、資本支出放大造成折舊與現金流壓力、電動車市場區域分化，以及原物料與半導體供應價格波動。

Supply Chain

Upstream
  • 半導體供應商 康舒電源產品主要原料類別之一；包含功率半導體、控制IC與相關電子元件，公開資料未揭露完整單一供應商名單。
  • 變壓器與磁性元件供應商 康舒電源產品主要原料類別之一；公開資料列示變壓器為重要原料，但未能確認個別供應商。
  • 風扇、排線、外殼、電路板供應商 康舒電源與零組件產品之主要原料與機構件來源；公開資料未揭露完整供應商名單。
  • 金寶電子工業股份有限公司 2312 金仁寶集團核心公司與康舒重要法人股東；媒體報導康舒HVDC方案結合集團製造能力，屬集團資源與製造支援關係。
  • 泰金寶科技股份有限公司 9105 金寶集團海外製造資源；媒體報導康舒評估由泰金寶在墨西哥及美國聖地牙哥工廠支援燃料電池等需求，9105為台灣TDR代號。
Downstream
  • Bloom Energy 美國上市燃料電池系統公司；媒體與MoneyDJ指出康舒供應其燃料電池系統電源轉換器，為康舒燃料電池與AI資料中心現場供電題材的重要客戶/合作鏈。
  • 雲端服務供應商CSP客戶 康舒透過OmniOn Power與自身資料中心電源產品切入CSP供應鏈；公開報導未完整揭露客戶名稱。
  • 榮群電訊股份有限公司 8034 MoneyDJ列示為康舒電源供應器主要客戶之一。
  • 輔信科技股份有限公司 2405 MoneyDJ列示為康舒電源供應器主要客戶之一。
  • 勤誠興業股份有限公司 8210 MoneyDJ列示為康舒電源供應器主要客戶之一，終端應用與伺服器機殼/系統供應鏈相關。
  • Tesla, Inc. 美國上市公司；MoneyDJ列示為康舒電源供應器主要客戶之一，可能與車用或能源相關電源產品有關。
  • Apple Inc. 美國上市公司；MoneyDJ列示為康舒電源供應器主要客戶之一。
  • ChargePoint Holdings, Inc. 美國上市充電網路公司；MoneyDJ指出康舒與其合作推出充電樁技術及解決方案。

Competitors

  • 台達電子工業股份有限公司 2308 台灣上市電源供應器、資料中心電源、工業自動化與能源解決方案龍頭；在AI伺服器電源、HVDC、資料中心電力與散熱領域為康舒主要競爭者。
  • 光寶科技股份有限公司 2301 台灣上市電源供應器與光電/電子零組件廠；MoneyDJ列為康舒國內競爭廠商。
  • 全漢企業股份有限公司 3015 台灣上市電源供應器廠；MoneyDJ列為康舒國內競爭廠商。
  • 群光電能科技股份有限公司 6412 台灣上市電源供應器廠，產品涵蓋PC、消費電子與伺服器/高階電源應用，為台灣電源供應器同業。
  • Panasonic Holdings Corporation 日本上市集團；MoneyDJ列為康舒國外競爭廠商之一，非台股掛牌。
  • Vishay Intertechnology, Inc. 美國上市電子元件與電源相關零組件公司；MoneyDJ列為康舒國外競爭廠商之一，非台股掛牌。
Sources（14）

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.