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Help me set up FinLab and analyze 8071 能率網通. Please read: https://finlab.finance/en/setup?stock=8071

8071

能率網通 Electronic Components As of 2026-06-17 Updated daily after market close

quality needs a look, premium valuation.

This page refreshes daily after the close. Add 能率網通 to your watchlist to track signal changes on your next visit.
Valuation 21Quality 15Growth 82Momentum 87Chips 60

Is 能率網通 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 21th market percentile. Latest quarterly ROE ≈ -2.4%.

  • Valuation is high.PE is in the 87th market percentile; within its own history, PE is around the 81th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 1.8% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 43.8%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Neutral +0.02
BearishNeutralBullish

Institutional rotation, concentration steady — neutral

  • Institutional rotation, concentration steady — neutral
  • 港商野村 holds 643 lots
  • sellers have 730 lots left, ~480 sessions to clear

Window from 2026-01-17 · Price +68% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 港商野村 has accumulated 643 lots since the start (sold 8%), still adding.
  • Main distributor 富邦-南京 peaked at 485 lots, has sold 89%, 53 left, ~25 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders -2, retail +2.16pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -822 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
港商野村摩根大通元大-大甲元大-竹北元大-士林元富-嘉義
Distributing
富邦-南京元大-中壢國泰-館前元大-善化華南永昌-東昇國票-中和
Desks
own scale
永豐金-敦南凱基-台北新光台中銀-台北
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 港商野村 +643
    sold 8%· still adding
  • 摩根大通 +367
    sold 23%· still adding
  • 元大-大甲 +346
    sold 0%· still adding
  • 元大-竹北 +317
    sold 0%· still adding
  • 元大-士林 +232
    sold 0%· still adding
  • 元富-嘉義 +210
    sold 0%

Distributing

  • 富邦-南京 53 left
    sold 89%· ~25 sessions to clear
  • 元大-中壢 131 left
    sold 69%· ~5 sessions to clear
  • 國泰-館前 228 left
    sold 25%· ~30 sessions to clear
  • 元大-善化 65 left
    sold 70%· paused recently
  • 華南永昌-東昇 21 left
    sold 90%· ~1 sessions to clear
  • 國票-中和 100 left
    sold 42%· paused recently

Desks

  • 永豐金-敦南 -984
    unclassified
  • 凱基-台北 -393
    day-trade · selling pressure
  • 新光 -362
    unclassified
  • 台中銀-台北 -260
    unclassified
Still selling 730 lots ~480 sessions to bottom at most
Recent buy/sell force +3,786 absorbed / -782 sold buyers slightly ahead
Hedge-desk net short -200 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.

252-day price high (breakout)

Active

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

16 historical occurrences (since 2009-07-16)
Average forward return after 252-day price high (breakout)。20-day: Win 56.2%, Sample 16, Median +2.36%, Excess +2.05%, Beat mkt rate 56.2%;60-day: Win 40%, Sample 15, Median -5.69%, Excess +1.82%, Beat mkt rate 40%;120-day: Win 40%, Sample 15, Median -2.69%, Excess +2.36%, Beat mkt rate 40%

120 days after: historical avg +3.95%

20-day +3.43%
60-day +2.6%
120-day +3.95%
20-day
60-day
120-day
Win
56.2%
40%
40%
Sample
16
15
15
Median
+2.36%
-5.69%
-2.69%
Excess
+2.05%
+1.82%
+2.36%
Beat mkt rate
56.2%
40%
40%

Over 15 occurrences, 120-day forward avg gained 3.95%, beat the market by 2.36 pts; win rate 40%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 43.75%

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

56 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 45.5%, Sample 55, Median -3.89%, Excess -2.17%, Beat mkt rate 34.5%;60-day: Win 36.4%, Sample 55, Median -5.15%, Excess +0.17%, Beat mkt rate 38.2%;120-day: Win 34.5%, Sample 55, Median -12.38%, Excess -0.14%, Beat mkt rate 30.9%

120 days after: historical avg +1.62%

20-day -1.06%
60-day +1.38%
120-day +1.62%
20-day
60-day
120-day
Win
45.5%
36.4%
34.5%
Sample
55
55
55
Median
-3.89%
-5.15%
-12.38%
Excess
-2.17%
+0.17%
-0.14%
Beat mkt rate
34.5%
38.2%
30.9%

Over 55 occurrences, 120-day forward avg gained 1.62%, lagged the market by 0.14 pts; win rate 34.5%.

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)
0-20 402-0.7% -9.6% 33.3% -23.3%
20-40 484-8.7% -13.4% 43.4% -21.4%
40-60 650+7.3% +2% 51.7% -2.9%
60-80 346+18.9% +29.9% 67.3% +1%
80-100 You are here148-26.7% -37.3% 18.2% -23.3%

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 ≈ 53.79, at the 80.8th 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
-1.1%
Win rate 27% Excess -12%
267d
+2.5%
Win rate 42.8% Excess -0.6%
551d
Now
+16.6%
Win rate 56.8% Excess +4%
146d
60-day momentum down
+0.9%
Win rate 28.3% Excess -5.1%
569d
+0.7%
Win rate 39.3% Excess -6.2%
456d
+6.1%
Win rate 39.1% Excess -4.6%
161d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 146 historical days, 120-day forward avg gained 16.6%, win rate 56.8%, beat the market by 4%.

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.

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.

30 times historically; 60-day forward avg -2.03%, win rate 24.1%, beating the market by -8.39 pts on average.

What does 能率網通 do? Company profile

電子零組件業 上櫃

Overview

能率網通股份有限公司,前身為豐聲科技/能率豐聲,成立於1993年6月29日,2002年5月29日公開發行,2003年2月21日興櫃,2003年12月29日上櫃,屬櫃買中心上櫃普通股。總部位於新北市汐止區康寧街169巷27號13樓之一,統一編號84415355,董事長胡湘麒,總經理洪再發,發言人胡湘麒,代理發言人劉志雄。Goodinfo與Yahoo股市資料顯示,截至2026年6月附近,實收資本額約新台幣6.01億元,已發行普通股60,084,283股,每股面額10元;Goodinfo顯示2025年度全體員工平均年薪97.3萬元。104人力銀行資料列示員工數約230人,但該數字可能偏向台灣徵才頁面口徑;第三方研究文稱合併員工約1,089人,因未能以公司最新年報完全核驗,員工規模採保守註記。主要法人/內部人方面,Goodinfo董監持股明細顯示能率創新股份有限公司為董事本人,2026年5月持有約8,414張、約14%;全體董監2026年5月合計持股約8,858張、14.7%。公司屬能率集團,集團掛牌公司包含佳能企業、能率創新、IKKA-KY、能率網通、正能量智能、能率亞洲資本等。公司官網投資人專區揭露歷年財務報告與年報,但官網頁面可見資料更新至較早年度;最新2025年、2026年第1季財報須以公開資訊觀測站、財報狗、MoneyDJ或交易所公告頁面交叉查核。

Business

公司由早期預錄媒體光碟片製造轉型,現行營運涵蓋零部件製造、電子零組件通路/代理、隱形眼鏡、運動健康與電商/通販等多元事業。官方與股市資料列示主要經營業務為事務機零組件內外銷、電子零組件內外銷、光電產品內外銷。MoneyDJ資料顯示,2024年產品營收占比為事務機器42%、電子零組件代理36%、其他22%;其他包含隱形眼鏡製造及買賣、影視及音樂代理與銷售等。產品與技術包括事務機械零件加工製造及買賣、金屬沖壓模具及塑膠射出模具設計與銷售、隱形眼鏡製造與銷售、電子材料零組件與被動材料銷售、影視音樂代理、運動產品銷售、美妝保養品銷售。重要原物料包括塑膠粒、模具、被動零件等;主要生產據點含新北汐止、中國大陸東莞、蘇州、深圳等,另依新聞與研究資料,零部件製造子公司禮興塑膠布局深圳、東莞、越南等基地。2024年銷售地區占比,MoneyDJ列示內銷19%、亞洲50%、美洲27%、歐洲4%;客戶或往來品牌包含Canon、Epson、AVX、佳能、KYOCERA等。子公司/轉投資方面,能遠國際偏電子零件通路與被動元件相關業務,禮興塑膠偏精密塑膠與金屬零部件製造,精能光學/愛能視涉隱形眼鏡,正能量智能與相關運動事業涉智慧運動穿戴、運動社群與電商平台。2021年公司收購創業家兄弟旗下新時代電商,接手運動市集平台。財務表現方面,2024年度合併營收約20.33億元、營業損失約0.33億元、歸屬母公司業主淨損約0.46億元;2025年度第三方資料顯示全年EPS約為虧損,2026年第1季公告營收526,281仟元、毛利77,833仟元、營業損失18,197仟元、歸母淨損23,543仟元、EPS -0.39元;2026年5月單月營收約218,181仟元、年增43.76%,2026年1至5月累計營收約9.44億元、年增約15.45%。

Outlook 2025–2028

2025至2028年展望可分為核心復甦、新產品/新客戶、集團機器人題材與多角化風險四部分。第一,核心零部件製造與電子零組件通路仍是營運主體;2025年第3季新聞指出,被動元件需求較強、子公司能遠業績逐季攀升,製造子公司訂單回溫,體質調整效益開始反映,但2026年第1季仍為虧損,代表復甦並非線性。第二,禮興塑膠於2025年通過掃地機器人大廠認證並預計第4季開始出貨,若該客戶放量,2026至2028年可能成為精密塑膠/機構件新動能;但客戶名稱、訂單金額與持續性未公開,需視後續月營收與毛利率驗證。第三,能率集團近年積極布局機器人與AI應用,包括與日本Living Robot合作導入教學用機器人、集團投資美國Mantis Robotics等;能率網通本身是否能直接取得代工、零組件或通路收入仍需觀察,不能僅因集團題材即視為公司既有獲利來源。第四,運動健康、隱形眼鏡、電商/通販等事業提供多元化機會,正能量智能朝運動整合平台與運動大數據發展,有助集團內資源整合;但能率網通橫跨事務機、被動元件通路、零部件、隱形眼鏡、電商與運動服務,管理複雜度高,且各事業毛利率、庫存風險與營運週期不同。主要風險包括事務機/OA市場成熟且價格競爭激烈、塑膠粒與金屬材料成本波動、電子零組件代理受景氣循環與庫存調整影響、人民幣/美元/日圓匯率波動、中國與越南生產基地地緣政治與關稅風險、子公司IPO或資本運作進度不確定、機器人題材轉化為實際營收與獲利的能見度有限、2024至2026年間仍有虧損季度顯示獲利穩定度不足。整體而言,2025至2028年的上行情境仰賴被動元件需求回溫、掃地機器人與精密機構件新客戶放量、越南/中國產能利用率提升、運動健康與通販事業改善;下行情境則是新訂單不如預期、傳統事務機需求下滑、成本與匯率侵蝕毛利。

Supply Chain

Upstream
  • 塑膠粒供應商 公司事務機零組件與其他塑膠/金屬成型業務的重要原料包含塑膠粒;公開資料未揭露直接供應商名單。
  • 模具、金屬材料與加工設備供應商 公司營業項目包含金屬沖壓模具、塑膠射出模具設計與銷售,零部件製造需仰賴模具、鋼材、鋁材與加工設備;公開資料未揭露直接供應商名單。
  • 被動元件與電子材料供應商 能遠國際等電子零組件通路業務涉及被動元件、LED背光模組與電子材料;公開資料未完整揭露代理品牌與供應合約,僅能確認該類上游屬電子材料/被動元件品牌商。
  • 國巨 2327 台灣上市被動元件大廠,屬能率網通電子零組件代理業務的產業上游同類供給來源;未確認為能率網通直接供應商。
  • 華新科 2492 台灣上市被動元件大廠,屬電子零組件代理業務可能接觸之上游供給生態;未確認為能率網通直接供應商。
Downstream
  • Canon Inc. MoneyDJ列示客戶包含Canon;為日本上市品牌公司,主要對應事務機/OA相關零組件應用。
  • Epson MoneyDJ列示客戶包含Epson;為日本上市品牌公司,主要對應事務機/影像設備相關零組件應用。
  • KYOCERA MoneyDJ列示客戶包含KYOCERA;為日本上市公司,可能涉及事務機、電子零組件或相關應用。
  • KYOCERA AVX MoneyDJ列示客戶包含AVX;AVX現屬KYOCERA集團,屬海外公司,實際交易角色與品項需以公司公告或合約為準。
  • 佳能企業 2374 MoneyDJ列示客戶包含佳能;佳能企業為台灣上市能率集團公司,與能率網通同屬集團關係企業,可能存在零組件、通路或集團協作關係。
  • 掃地機器人大廠 2025年新聞指出子公司禮興塑膠通過掃地機器人大廠認證並預計2025年第4季開始出貨;客戶名稱未公開。
  • 運動市集與終端消費者 公司透過新時代電商/運動市集、運動用品與健康相關事業面向終端消費者與運動社群;非單一上市櫃客戶。

Competitors

  • 大聯大 3702 電子零組件通路龍頭,與能率網通電子零組件代理/通路業務在供應鏈服務上具競爭或替代關係,但規模差距大。
  • 文曄 3036 大型半導體與電子零組件通路商,與能率網通電子材料與零組件通路事業屬廣義同業。
  • 至上 8112 電子零組件通路商,與能率網通的電子零組件代理業務有廣義競爭關係。
  • 日電貿 3090 被動元件與電子零組件通路商,與能遠國際相關業務具較直接的同業比較意義。
  • IKKA-KY 2250 精密塑膠與汽車零組件相關製造商,與能率網通旗下禮興塑膠在精密塑膠/機構件領域有部分可比性;同屬能率集團,競爭關係需視產品與客戶而定。
  • 晶碩 6491 台灣上市隱形眼鏡品牌與製造商,與能率網通旗下精能光學/愛能視的隱形眼鏡業務屬同業。
  • 視陽 6782 台灣上市隱形眼鏡製造商,與公司隱形眼鏡製造及銷售業務屬同業比較標的。
  • 精華 1565 台灣上櫃隱形眼鏡與光學相關公司,與公司隱形眼鏡相關業務具同業可比性。
  • 正能量智能 5348 上櫃運動休閒與智慧運動穿戴公司,屬能率集團相關企業;與能率網通運動健康平台布局具高度關聯,較適合視為關係企業與同業比較標的,而非單純外部競爭者。
Sources(22)

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.