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6739

竹陞科技 Other Electronics As of 2026-06-17 Updated daily after market close

strong quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 竹陞科技 to your watchlist to track signal changes on your next visit.
Valuation 20Quality 99Growth 92Momentum 57Chips 19

Is 竹陞科技 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~99% of the market. Latest quarterly ROE ≈ 14.3%.

  • Valuation is neutral.PE is in the 79th market percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -2.7% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 99.2%, 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

Neutral -0.08
BearishNeutralBullish

Institutional rotation, concentration steady — neutral

  • Institutional rotation, concentration steady — neutral
  • 富邦-新板 holds 111 lots
  • sellers have 273 lots left, ~160 sessions to clear

Window from 2026-01-17 · Price +57% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 富邦-新板 has accumulated 111 lots since the start (sold 15%), still adding.
  • Main distributor 凱基-台北 peaked at 399 lots, has sold 84%, 63 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.52pp, mid holders -1, retail +1.79pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -18 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
富邦-新板玉山-士林國票-敦北法人中國信託港商麥格理兆豐證券
Distributing
凱基-台北美商高盛摩根大通新加坡商瑞銀港商野村元大-竹科
Desks
own scale
國票-新莊富邦證券康和永豐金證券
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 富邦-新板 +111
    sold 15%· still adding
  • 玉山-士林 +94
    sold 3%
  • 國票-敦北法人 +75
    sold 14%
  • 中國信託 +73
    sold 23%
  • 港商麥格理 +65
    sold 0%
  • 兆豐證券 +59
    sold 20%

Distributing

  • 凱基-台北 63 left
    sold 84%· paused recently
  • 美商高盛 86 left
    sold 67%· paused recently
  • 摩根大通 50 left
    sold 68%· paused recently
  • 新加坡商瑞銀 30 left
    sold 80%· ~75 sessions to clear
  • 港商野村 19 left
    sold 80%· paused recently
  • 元大-竹科 31 left
    sold 56%· ~10 sessions to clear

Desks

  • 國票-新莊 -221
    unclassified
  • 富邦證券 -123
    unclassified
  • 康和 -113
    unclassified
  • 永豐金證券 -69
    unclassified
Still selling 273 lots ~160 sessions to bottom at most
Recent buy/sell force +166 absorbed / -149 sold buyers slightly ahead
Hedge-desk net short -16 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)

Mixed direction: big-holder and retail changes are not aligned.

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 99.25%

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

23 historical occurrences (since 2024-09-02)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 63.6%, Sample 22, Median +9.13%, Excess +10.53%, Beat mkt rate 63.6%；60-day: Win 90%, Sample 20, Median +27.04%, Excess +35.05%, Beat mkt rate 85%；120-day: Win 100%, Sample 17, Median +85.29%, Excess +78.19%, Beat mkt rate 94.1%

120 days after: historical avg +98.81%

20-day +13.67%
60-day +45.25%
120-day +98.81%
20-day
60-day
120-day
Win
63.6%
90%
100%
Sample
22
20
17
Median
+9.13%
+27.04%
+85.29%
Excess
+10.53%
+35.05%
+78.19%
Beat mkt rate
63.6%
85%
94.1%

Over 17 occurrences, 120-day forward avg gained 98.81%, beat the market by 78.19 pts; win rate 100%.

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.

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.

7 times historically; 60-day forward avg +41.85%, win rate 100%, beating the market by +33.75 pts on average.

What does 竹陞科技 do? Company profile

其他電子業；半導體智慧化系統整合、AIoT智慧工廠解決方案 櫃買中心上櫃

Overview

6739 對應證券為竹陞科技股份有限公司，為台灣櫃買中心上櫃普通股，非 ETF、ETN、權證或特別股。公司成立於 2017 年 7 月 25 日，總部位於新竹縣竹北市保泰六路 1 號 1 樓，電話 03-5541777，英文簡稱 GUTC。董事長兼總經理為方泰又，發言人為劉冠君。股票上櫃日期為 2024 年 9 月 2 日，產業別為其他電子業。依 2025 年年報，截至 2025 年 4 月 30 日流通在外普通股為 23,261,250 股，實收股本約新台幣 232,612 千元，核定股本 50,000,000 股。員工人數截至 2025 年 4 月 30 日為 112 人，其中直接人員 44 人、間接人員 68 人。主要股東截至 2025 年 4 月 30 日包括元睿有限公司 13.22%、漢京有限公司 11.88%、方泰又 9.66%、竹茗股份有限公司 6.81%、方治緯 6.78%、方宏洋 6.75%、白宜榛 3.64%、余錦富 3.64%、劉冠君 2.96%、郭信宏 2.21%。子公司及轉投資包含竹阩智能數據合肥有限公司持股 100%，以及美國 G2 Technology Corp. 持股 50%。

Business

竹陞科技主要服務高科技製程設備，尤其以半導體為核心，提供智能自動操作系統、遠程智能操控系統、聯網感測器資訊採集系統與相關軟硬體整合，協助晶圓廠、記憶體廠、面板廠、PCB 廠及其他高科技製造業完成設備聯網、製程資料採集、遠端操控、智慧監控與工業 4.0 戰情室建置。2024 年營收結構為智能自動操作系統 AI 新台幣 193,379 千元、占 47.21%；製程數據採集系統 IoT 新台幣 158,588 千元、占 38.72%；智能化 GoVision 新台幣 56,867 千元、占 13.88%；其他 754 千元、占 0.19%；合計營收 409,588 千元。主要產品包含 Gobot 邊緣運算智能系統、iRPA 遠程智能自動操控系統、IoT 感測與多閘數據採集裝置、GoVision 人工智慧機器人感官監控系統，以及光阻液防呆、機台畫面監控、AI 影像/聲音/VOC 感測等客製模組。商業模式以高客製化專案、模組化硬體與軟體整合、設備安裝測試、維護保養與售後服務為主，並逐步發展經銷與海外服務網絡。2024 年銷售地區為內銷 63.30%、亞洲外銷 29.01%、美洲外銷 7.69%。公司年報揭露 2024 年前幾大客戶以匿名 D、E、F 等表示，其中 D 公司占銷貨淨額 50.48%、E 公司占 19.84%、F 公司占 12.28%，顯示客戶集中度偏高。MoneyDJ 報導指出半導體客戶占營收逾九成，晶圓廠與記憶體廠各約一半，晶圓代工龍頭與美系記憶體大廠為重要客戶；此部分公司年報未直接具名。

Outlook 2025–2028

2025 至 2028 年主要成長動能來自 AI/HPC、先進製程、HBM、先進封裝與全球晶圓廠擴產所帶動的智慧製造、自動化、機台監控與製程資料採集需求。公司年報引用 Gartner、TechInsights 與 SEMI 觀點，指出 2025 年半導體與晶圓代工仍受 AI、HPC、車用與工控需求帶動，晶圓廠設備銷售與新建晶圓廠投產有望推升無塵室設備優化與系統整合需求。公司策略上將持續加大研發，擴展 Green Mode 綠色智能控制節能系統、GoVision 人工智慧機器人感官監控、Gobot、iRPA、劇本管理、玻璃基板檢測、三螢幕 Gobot 等新產品；並以模組化設計、通用核心模組及客製化功能提升跨機台、跨廠區複製能力。短期計畫包括深化高科技產業布局、拓展中國、新加坡、日本等經銷商合作、開拓非半導體應用；長期計畫包括持續技術創新、優化軟體與服務收費機制、深化學術合作、培育人才與依客戶全球擴廠計畫擴大海外銷售。2026 年最新營運資料顯示，官方月營收資料與公告顯示 2026 年 5 月合併營收為新台幣 120,177 千元、年增 99.26%，2026 年 1 至 5 月累計營收 514,700 千元、年增 95.53%；2026 年第一季媒體報導 EPS 5.76 元、合併營收 2.84 億元、毛利率 68.38%，反映高成長仍在延續。主要風險包括客戶集中度高、半導體景氣及資本支出循環、全球關稅與地緣政治、客戶驗證時程、先進製程技術標準不一、海外服務能力建置、人才招募留任、供應商與原料變更，以及高評價下股價波動風險。2027 至 2028 年的具體財務預測公司未公開，任何長期成長率均屬推估；較可確認的是客戶全球擴廠、AI 智慧工廠與先進製程良率管理需求仍是中期主軸。

Supply Chain

Upstream
  • Sensirion 瑞士感測器廠，MoneyDJ 資料提及竹陞代理 Sensirion Liquid Sensor 液態感測器；非台股掛牌公司。
  • 甲公司 年報匿名揭露供應商，2023 年占進貨淨額 27.95%，2024 年占 6.52%；未揭露實名，無法判定是否上市櫃。
  • 乙公司 年報匿名揭露供應商，2024 年占進貨淨額 15.53%；未揭露實名，無法判定是否上市櫃。
  • 感測器、主機板、線材、管材與加工件供應商 公司年報揭露主要原料為各式感測器、主機板、線材及管材類等，來源包含市購件與自行開模加工件；具體供應商多未公開。
Downstream
  • D公司 年報匿名揭露主要客戶，2024 年占銷貨淨額 50.48%；公司未揭露實名，應屬半導體或高科技製造客戶。
  • E公司 年報匿名揭露主要客戶，2024 年占銷貨淨額 19.84%；公司未揭露實名。
  • F公司 年報匿名揭露主要客戶，2024 年占銷貨淨額 12.28%；公司未揭露實名。
  • 台積電 2330 市場報導稱晶圓代工龍頭為竹陞重要客戶；公司正式年報未具名，此項為依報導文字推估，需保留不確定性。
  • 美光科技 市場報導稱美系記憶體大廠為重要客戶；美光為美國上市公司，非台股掛牌；公司正式年報未具名。
  • 晶圓廠、記憶體廠、面板廠、PCB廠、工具機廠 主要終端應用與客戶群，導入竹陞的 AIoT、iRPA、IoT 數據採集與 GoVision 感官監控系統，用於智慧工廠、機台監控、良率提升與遠端操控。

Competitors

  • 帆宣 6196 MoneyDJ 列為竹陞國內競爭者；帆宣為台股上櫃公司，業務涵蓋半導體廠務、設備與系統整合。
  • 翔名科技 8091 MoneyDJ 列為竹陞國內競爭者；翔名為台股上櫃公司，與半導體設備零組件、系統整合相關。
  • 亞翔工程 6139 台股上市廠務工程與無塵室系統整合公司，與竹陞在半導體廠務及高科技製程系統需求上有部分客戶與專案場景重疊；非來源直接點名，屬產業同業判斷。
  • 盟立 2464 台股上市自動化與系統整合廠，與竹陞在工廠自動化、智慧製造與設備整合領域有部分競合；非來源直接點名，屬產業同業判斷。
  • 迅得 6438 台股上櫃自動化設備廠，主要應用於電子與半導體相關製程自動化，與竹陞在智慧製造投資預算中可能競爭；非來源直接點名，屬產業同業判斷。
Sources（11）

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.