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6861

睿生光電 Biotech & Healthcare As of 2026-06-17 Updated daily after market close

steady quality, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 睿生光電 to your watchlist to track signal changes on your next visit.
Valuation 18Quality 76Growth 87Momentum 98Chips 38

Is 睿生光電 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 65th market percentile. Latest quarterly ROE ≈ 5.9%.

  • Valuation is high.PE is in the 83th market percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -0.3% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 66.4%, 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 +0.43
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 兆豐證券 holds 469 lots
  • sellers have 2,144 lots left, ~614 sessions to clear

Window from 2026-01-17 · Price +391% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 兆豐證券 has accumulated 469 lots since the start (sold 0%), still adding.
  • Main distributor 兆豐-新竹 peaked at 1,904 lots, has sold 29%, 1,343 left, ~93 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +3.61pp, mid holders -1, retail +0.27pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -483 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
兆豐證券港商麥格理凱基-中山國票-長城凱基-竹科凱基-台中
Distributing
兆豐-新竹富邦-新竹國泰證券台灣摩根士丹利統一永豐金證券
Desks
own scale
凱基國票-北高雄元大證券群益金鼎-台南
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 兆豐證券 +469
    sold 0%· still adding
  • 港商麥格理 +450
    sold 0%
  • 凱基-中山 +374
    sold 0%
  • 國票-長城 +250
    sold 0%
  • 凱基-竹科 +156
    sold 0%· still adding
  • 凱基-台中 +153
    sold 0%

Distributing

  • 兆豐-新竹 1,343 left
    sold 29%· ~93 sessions to clear
  • 富邦-新竹 432 left
    sold 53%· paused recently
  • 國泰證券 359 left
    sold 59%· paused recently
  • 台灣摩根士丹利 375 left
    sold 45%· paused recently
  • 統一 379 left
    sold 40%· paused recently
  • 永豐金證券 307 left
    sold 26%· ~614 sessions to clear

Desks

  • 凱基 -963
    unclassified
  • 國票-北高雄 -770
    unclassified
  • 元大證券 -698
    unclassified
  • 群益金鼎-台南 -259
    unclassified
Still selling 2,144 lots ~614 sessions to bottom at most
Recent buy/sell force +360 absorbed / -428 sold sellers slightly ahead
Hedge-desk net short -262 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 66.38%

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

11 historical occurrences (since 2024-08-12)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 60%, Sample 10, Median +1.11%, Excess +23.28%, Beat mkt rate 40%；60-day: Win 50%, Sample 8, Median +7.39%, Excess +63.88%, Beat mkt rate 50%；120-day: Win 50%, Sample 6, Median +6.69%, Excess +114.43%, Beat mkt rate 33.3%

120 days after: historical avg +134.75%

20-day +25.56%
60-day +78.24%
120-day +134.75%
20-day
60-day
120-day
Win
60%
50%
50%
Sample
10
8
6
Median
+1.11%
+7.39%
+6.69%
Excess
+23.28%
+63.88%
+114.43%
Beat mkt rate
40%
50%
33.3%

Over 6 occurrences, 120-day forward avg gained 134.75%, beat the market by 114.43 pts; win rate 50%.

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.

10 times historically; 60-day forward avg +4.65%, win rate 30%, beating the market by -4.8 pts on average.

What does 睿生光電 do? Company profile

生技醫療業；醫療器材；數位X光平板感測器與生物檢測相關供應鏈 上市

Overview

睿生光電股份有限公司成立於2019年4月2日，總部與主要台灣廠區位於南部科學園區臺南市新市區環西路二段2號B室，另有寧波廠及歐洲、日本、美國等全資子公司。公司於2021年9月24日公開發行、2021年11月30日登錄興櫃，2023年3月27日轉為臺灣證券交易所上市普通股。英文全名為InnoCare Optoelectronics Corporation，英文簡稱INCX。統一編號69764396。實收資本額約新台幣415,992,500元，已發行普通股約41,599,250股。依2026年5月22日公告，董事長由群創光電法人代表楊柱祥改為群創光電法人代表潘泰吉；總經理為李志聖。公司2024年年報列示2025年3月31日員工合計326人。主要股東依2025年3月22日年報資料包括群創光電20,200,000股、持股48.63%；元大商業銀行受託信託財產專戶3.88%；群創開發創業投資有限合夥2.41%；能率亞洲資本貳卓越轉型成長有限合夥1.57%；楊柱祥0.95%；洪進揚0.89%；禾豐聯合0.84%；台北富邦商業銀行受託睿生光電信託財產專戶0.57%；李志聖0.53%；黃正安0.53%。公司源自群創光電在TFT-LCD與薄膜電晶體技術的基礎，將TFT-PD、閃爍體與模組整合能力應用於X光平板感測器。公司品質與醫材銷售涉及ISO13485、ISO9001、TFDA、FDA、CE等驗證或認證。

Business

睿生光電主要從事X光平板感測器元件、X光平板感測器模組、工業用X光檢測設備之研發、設計、製造與銷售，並提供醫療用電子元件組裝服務。核心產品採薄膜電晶體-光電二極體TFT-PD技術，用於數位X光攝影Digital Radiography系統。2024年度合併營收為新台幣1,989,666千元，其中X光平板感測器元件1,388,467千元、占69.78%；X光平板感測器模組578,338千元、占29.07%；其他22,861千元、占1.15%。X光平板感測器元件為市售模組核心部件，可依客戶需求客製化尺寸、畫素大小與畫素電路，並可附加閃爍體或讀取迴路；X光平板感測器模組則在感測器元件外加控制板、記憶體、內外部機構件、電池、天線等，用於影像形成、資料儲存與傳輸，可分靜態、半動態、動態檢測等產品。應用場域包括人醫一般放射、手術與動態透視、獸醫影像、牙科或其他醫療影像、工業非破壞檢測、生產線in-line檢測、食品或農產品檢測，以及半導體級SiC晶錠與晶片缺陷檢測。商業模式以供應核心元件、模組ODM/OEM、客製化設計與驗證服務為主，並延伸至X光檢測設備、影像診斷平台、AI輔助分析與維修服務。2024年度主要銷貨客戶以年報匿名揭露為UA公司14.80%、JA公司14.27%、JC公司10.77%，其他客戶60.16%，顯示客戶包括國際醫療影像品牌或系統整合商，但公開年報未揭露完整實名。

Outlook 2025–2028

2025至2028年展望的核心在於醫療影像數位化換機、新興市場在地化、IGZO與軟性基板等高階產品滲透、非醫療檢測應用擴大，以及AI影像服務平台化。公司年報引用市調指出全球X光感測器市場2023年約31億美元，預估至2029年達42億美元、年複合成長率約5.0%；整體數位X光市場2024年約54億美元，預估2029年達66億美元、年複合成長率約4.0%。公司短期策略包括深化一站式元件與模組服務、推展軟性基板、IGZO與雙能檢測技術、拓展南亞、中亞、東歐、南美等仍有膠片或CR升級需求的新興市場、提升製程良率與成本結構、擴大非醫療領域應用。2025年營運已較2024年改善，公開資訊顯示2025年全年營收約22.94億元、EPS 3.84元，董事會擬配發每股2元現金股利；2026年第1季營收7.91億元、年增47.4%，EPS 2.12元創單季新高，2026年1至5月累計營收13.19億元、年增49.18%，顯示至2026年上半年需求與產品組合仍有動能。2026至2028年可觀察的成長動能包括：一、IGZO支援更高影格率與動態影像，已獲多個國際品牌客戶採用，後續新一代IGZO與LTPS主動畫素感測結構可提高產品價值；二、印度等新興市場醫療數位化與在地EMS製造，有助降低關稅與物流風險並提升市占；三、美洲維修與區域服務鏈可提高客戶黏著；四、工業4.0、智慧製造與AI輔助檢測帶動非破壞性檢測需求；五、SiC晶錠/晶片複合檢測、X-ray結合OCT、動態模組ODM平台、可攜式X光檢測系統InnoGo、獸醫影像診斷平台與AI軟體可形成新產品線。主要風險包括醫療器材驗證週期長且各國法規趨嚴、客戶產品驗證與導入時程不確定、主要供應商群創光電占進貨比重高、主要客戶集中且部分客戶匿名無法判斷終端需求穩定性、匯率與地緣政治影響全球供應與關稅、TFT-PD可能面臨CMOS、鈣鈦礦、光子計數等替代技術競爭、價格競爭與產品組合變化可能壓縮毛利率。2027至2028的具體財務數字公司未公開提供，本段對2026以後的展望屬依公司年報策略、市場成長率與近期營運資料所作之研究推估。

Supply Chain

Upstream
  • 群創光電股份有限公司 3481 母公司與主要供應商；供應薄膜電晶體-光電二極體基板，2024年度年報列示進貨金額402,011千元，占進貨淨額40.80%。
  • 群富醫療器材實業股份有限公司 年報列為閃爍體製程代工供應商；未查得台股上市櫃代號，stock_id設為null。
  • S3公司 年報以匿名方式揭露為讀取迴路IC供應商，2024年度占進貨淨額10.41%；實名與是否掛牌未公開確認。
  • JA公司 年報以匿名方式揭露為模組機構件及電子件供應商，同時亦為主要銷貨客戶之一；實名與是否掛牌未公開確認。
  • 國內外閃爍體、控制板、記憶體、電池、天線、機構件與醫療電子零組件供應商 模組產品需整合閃爍體、讀取IC、控制板、記憶體、電池、天線與機構件；多數供應商未於公開年報實名揭露。
Downstream
  • UA公司 年報匿名揭露之主要銷貨客戶，2024年度銷貨294,374千元，占銷貨淨額14.80%；實名與是否掛牌未公開確認。
  • JA公司 年報匿名揭露之主要銷貨客戶，2024年度銷貨283,932千元，占銷貨淨額14.27%；同時為模組機構件及電子件供應商，實名與是否掛牌未公開確認。
  • JC公司 年報匿名揭露之主要銷貨客戶，2024年度銷貨214,258千元，占銷貨淨額10.77%；實名與是否掛牌未公開確認。
  • 國際醫療影像設備品牌與DR系統整合商 採購X光平板感測器元件或模組，用於人醫、牙科、獸醫與手術影像設備；公司公開資料稱已有多個國際品牌客戶採用IGZO等產品，但未完整揭露客戶名稱。
  • 獸醫院、醫療院所、工業檢測與智慧製造客戶 終端應用包含醫療診斷、獸醫影像、工業非破壞檢測、食品農產品檢測、生產線in-line檢測與SiC半導體缺陷檢測，多數透過設備商或合作夥伴導入。

Competitors

  • Varex Imaging Corporation 美國NASDAQ上市公司，全球X光影像元件與平板探測器供應商，為睿生在X光感測器與模組領域的國際競爭者；非台股掛牌。
  • iRay Technology Company Limited 中國科創板上市公司，代號688301.SH，供應數位X光探測器與相關影像產品；非台股掛牌。
  • Vieworks Co., Ltd. 韓國KOSDAQ上市公司，供應工業與醫療影像用平板探測器；非台股掛牌。
  • Trixell Thales、Siemens Healthineers、Philips相關合資體，供應X光平板探測器；非台股掛牌。
  • Canon Inc. 日本上市公司，旗下醫療與影像業務供應數位X光平板探測器與醫療影像解決方案；非台股掛牌。
  • CareRay Digital Medical Technology Co., Ltd. 中國數位X光平板探測器廠商，供應醫療與工業檢測產品；未確認為台股掛牌。
  • Konica Minolta, Inc. 日本上市公司，醫療影像設備與DR解決方案供應商；非台股掛牌。
Sources（12）

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.