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6805

富世達 Electronic Components 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 富世達 to your watchlist to track signal changes on your next visit.
Valuation 21Quality 94Growth 78Momentum 47Chips 56

Is 富世達 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~90% of the market. Latest quarterly ROE ≈ 12.6%.

  • Valuation is neutral.PE is in the 72th market percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 1.2% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 37.2%, 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

Bullish +0.70
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 元大證券 holds 1,686 lots
  • sellers have 1,540 lots left, ~83 sessions to clear

Window from 2026-01-17 · Price +34% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 元大證券 has accumulated 1,686 lots since the start (sold 4%), still adding.
  • Main distributor 國泰證券 peaked at 1,064 lots, has sold 46%, 574 left, ~83 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +7.80pp, mid holders -1, retail -4.68pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -3,913 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
元大證券凱基-士林摩根大通港商麥格理港商野村兆豐證券
Distributing
國泰證券永豐金證券統一群益金鼎香港上海匯豐中國信託
Desks
own scale
美林凱基-台北台新美商高盛
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 元大證券 +1,686
    sold 4%· still adding
  • 凱基-士林 +1,172
    sold 0%· still adding
  • 摩根大通 +760
    sold 17%
  • 港商麥格理 +710
    sold 12%
  • 港商野村 +622
    sold 5%· still adding
  • 兆豐證券 +331
    sold 10%

Distributing

  • 國泰證券 574 left
    sold 46%· ~83 sessions to clear
  • 永豐金證券 269 left
    sold 69%· ~35 sessions to clear
  • 統一 384 left
    sold 46%· paused recently
  • 群益金鼎 317 left
    sold 51%· ~13 sessions to clear
  • 香港上海匯豐 304 left
    sold 29%· ~54 sessions to clear
  • 中國信託 73 left
    sold 73%· paused recently

Desks

  • 美林 -1,450
    hedge desk · will cover
  • 凱基-台北 -1,023
    day-trade · selling pressure
  • 台新 -697
    unclassified
  • 美商高盛 -575
    hedge desk · will cover
Still selling 1,540 lots ~83 sessions to bottom at most
Recent buy/sell force +809 absorbed / -492 sold buyers slightly ahead
Hedge-desk net short -2,782 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 37.21%

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

29 historical occurrences (since 2023-11-10)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 71.4%, Sample 28, Median +7.36%, Excess +4.68%, Beat mkt rate 64.3%；60-day: Win 73.1%, Sample 26, Median +14.81%, Excess +13%, Beat mkt rate 53.8%；120-day: Win 78.3%, Sample 23, Median +32.6%, Excess +21.82%, Beat mkt rate 65.2%

120 days after: historical avg +43.53%

20-day +7.48%
60-day +24.04%
120-day +43.53%
20-day
60-day
120-day
Win
71.4%
73.1%
78.3%
Sample
28
26
23
Median
+7.36%
+14.81%
+32.6%
Excess
+4.68%
+13%
+21.82%
Beat mkt rate
64.3%
53.8%
65.2%

Over 23 occurrences, 120-day forward avg gained 43.53%, beat the market by 21.82 pts; win rate 78.3%.

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.

6 times historically; 60-day forward avg +8.22%, win rate 60%, beating the market by -4.75 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.

10 times historically; 60-day forward avg +37.02%, win rate 77.8%, beating the market by +24.92 pts on average.

What does 富世達 do? Company profile

電子零組件業 上市

Overview

富世達股份有限公司為台灣上市普通股，股票代號 6805，英文簡稱 Fositek，產業別為電子零組件業。公司核准設立日為 2001-06-11，總部位於新北市新莊區五權二路24號8樓之4，統一編號 12871564。董事長為黃祖模，總經理為徐安賜，發言人為邱稚育。公司於 2020-09-28 公開發行、2020-11-20 登錄興櫃，並於 2023-11-09 由臺灣證券交易所掛牌上市；TWSE 公告確認其上市有價證券種類為普通股。實收資本額依 2026 年公開股市基本資料為新台幣 685,538,960 元，已發行普通股 68,553,896 股。員工規模依 2024 年報，2024 年底 1,427 人，2025-02-28 為 1,413 人。主要股東依 2024 年報 2025-03-29 前十大股東資料，包括奇鋐科技 11,566,802 股、持股 16.87%，新制勞工退休基金 6.29%，國泰人壽 4.54%，星合投資 3.29%，黃婷鈺 2.17%，以及多個外資保管與基金專戶。公司於 2011 年成為奇鋐科技轉投資子公司，奇鋐亦為董事席次與最大法人股東之一。

Business

富世達核心業務為精密轉軸、機構件與伺服器相關零部件的設計、開發與製造。主要產品包括折疊式手機轉軸、筆記型電腦轉軸、LCD Monitor/PDA/LCD-TV/手機轉軸、螢幕與醫療懸臂支架、伺服器滑軌、伺服器水冷快接頭與接頭模組等。2024 年報揭露 2024 年營收 81.8769 億元，產品比重為折疊式手機轉軸 82.56%、筆記型電腦轉軸 10.93%、其他 6.51%；2023 年營收 56.43893 億元，折疊式手機轉軸 82.09%、筆電轉軸 17.17%、其他 0.74%。2025 年公司產品結構快速轉向 AI 伺服器，媒體引述法說與公司資訊指出 2025 年伺服器相關產品營收比重由 2024 年 5.3% 升至 36.3%，折疊手機軸承由 82.6% 降至 56.4%，筆電轉軸降至 6.4%。商業模式以客製化精密機構設計、共同開發、模治具與量產製造為主，產品生命週期與終端機種專案高度相關。2024 年報揭露最大銷貨客戶以匿名 A 公司列示，2024 年銷貨 66.35647 億元、占銷貨淨額 81.04%，終端消費品牌為同一品牌系列之折疊手機；公開媒體多次指出富世達為華為折疊手機主力供應商，但公司年報未直接揭露 A 公司真名。伺服器端，公司切入 AI 伺服器液冷散熱相關水冷快接頭、滑軌與接頭模組，公開報導稱已出貨或驗證 NVIDIA GB200/GB300 相關產品，並服務大型雲端服務商或伺服器供應鏈客戶。

Outlook 2025–2028

2025 年為富世達營運結構轉折年：全年合併營收約 124.1393 億元，年增約 51.62%，伺服器產品比重升至 36.3%，帶動毛利率與獲利提升。2026 年截至 5 月月營收累計約 67.17 億元、年增約 69.52%，第一季營收 41.84 億元、年增 85.79%，EPS 13.38 元，伺服器產品比重在第一季已達 56.4%。2026 年主要成長動能為 AI 資料中心液冷滲透率提升、NVIDIA GB300 等新平台帶動水冷快接頭與伺服器滑軌需求、伺服器新專案逐步量產，以及折疊手機尤其華為三折機與未來更多品牌折疊機拉貨。產能方面，公開報導指出液冷快接頭規劃由約 150-200 萬件擴至 300 萬件，滑軌產能由約 7-8 萬套擴至 35 萬套，並持續投入自動化與產線擴充。2027-2028 年展望屬推估：若 AI 伺服器液冷由高階 GPU 系統擴散至更多雲端與企業伺服器平台，富世達可望延續水冷快接頭、滑軌、接頭模組等機構件放量；若折疊手機由華為等品牌擴大至更多國際品牌，轉軸業務有望維持高階利基。但風險包括：單一大客戶集中度高、伺服器新產品認證與量產爬坡不確定、液冷快接頭競爭者增加、客戶指定料造成供應商集中、折疊手機滲透率低於預期、手機機種生命週期短、價格競爭與中國供應鏈崛起、深圳等生產基地人工成本上升、地緣政治與匯率風險。

Supply Chain

Upstream
  • 甲公司 2024 年報匿名揭露之主要供應商，2024 年進貨金額 28.4211 億元、占進貨淨額 41.91%，年報說明其為客戶指定用料供應商；未揭露真實名稱與是否上市櫃。
  • 衝壓件、車件、MIM 金屬射出成形件、壓鑄件、塑膠件、非晶件、銅鋁擠件、螺絲等材料供應商 年報揭露富世達主要原料類別，供應商多元且原則上保持兩家以上；未逐一揭露公司名稱。
  • 奇鋐科技 3017 最大法人股東與關係企業，公開報導指出富世達在 AI 伺服器液冷與散熱供應鏈上與奇鋐體系具業務協同；奇鋐為台股上市公司。
Downstream
  • A公司 2024 年報匿名揭露之最大銷貨客戶，2024 年銷貨占比 81.04%，終端消費品牌為同一品牌系列折疊手機；未揭露真名。
  • 華為 公開媒體指出富世達為華為折疊手機主力轉軸供應商；華為未在台股上市。
  • NVIDIA 公開報導指出富世達水冷快接頭與伺服器水冷產品切入或送樣 NVIDIA GB200/GB300 相關供應鏈；NVIDIA 為美國上市公司，非台股。
  • 大型 CSP 與伺服器供應鏈客戶 2026 法說整理提及 AWS、Google 等 CSP 相關設計與量產進度，以及兩三家大型白牌/伺服器工廠客戶；多數未具名或非台股掛牌。
  • 深圳興奇宏 2024 年報列示之關係企業銷貨對象，2024 年銷貨金額為負 37.2 萬元、占比約 0%；非台股掛牌公司。

Competitors

  • 新日興 3376 台股上市精密樞紐/轉軸廠，與富世達、兆利、信錦常被媒體並列為軸承或折疊手機轉軸概念同業。
  • 兆利 3548 台股上櫃樞紐廠，公開報導指出與富世達同受折疊手機轉軸需求帶動，為折疊手機軸承/轉軸主要同業。
  • 信錦 1582 台股上市樞紐與機構件廠，媒體列為軸承四雄之一，產品應用包含顯示器、NB 與新興應用。
  • 雙鴻 3324 台股上市散熱廠，AI 伺服器液冷散熱供應鏈相關同業，與奇鋐、富世達同受液冷需求帶動。
  • 匯鑽科 8431 台股上櫃表面處理與金屬加工廠，公開報導提及切入 AI 水冷快接頭相關題材，屬富世達伺服器水冷快接頭潛在競爭者或同業。
  • 科森科技 中國 A 股上市公司，市場報導常列為中系折疊手機轉軸/機構件競爭者；非台股掛牌。
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.