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8201

無敵 Other Electronics As of 2026-06-17 Updated daily after market close

quality needs a look, discounted valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 無敵 to your watchlist to track signal changes on your next visit.
Valuation 50Quality 14Growth 65Momentum 56Chips 67

Is 無敵 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 15th market percentile. Latest quarterly ROE ≈ -1.5%.

  • Valuation is low.PE is in the 14th market percentile.

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

  • Strong revenue growth.Latest monthly revenue YoY ≈ 20.5%, 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 +0.37
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 元大-士林 holds 229 lots
  • sellers have 339 lots left, ~87 sessions to clear

Window from 2026-01-17 · Price -3% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 元大-士林 has accumulated 229 lots since the start (sold 0%), holding.
  • Main distributor 台新-中原 peaked at 198 lots, has sold 25%, 148 left, ~30 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders +2, retail -1.46pp — little change.
  • Foreign hedge-desk net short Net short -74 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-士林元大-楊梅富邦-木柵宏遠-台南元富-中原富邦-竹北
Distributing
台新-中原元富-大昌元大-潮州永豐金-板新富邦-員林統一-板橋
Desks
own scale
元大-小港凱基-敦北光和-溪湖元富-城中
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 元大-士林 +229
    sold 0%
  • 元大-楊梅 +171
    sold 0%
  • 富邦-木柵 +96
    sold 0%· still adding
  • 宏遠-台南 +86
    sold 12%
  • 元富-中原 +86
    sold 0%
  • 富邦-竹北 +71
    sold 0%· still adding

Distributing

  • 台新-中原 148 left
    sold 25%· ~30 sessions to clear
  • 元富-大昌 49 left
    sold 49%· paused recently
  • 元大-潮州 31 left
    sold 64%· paused recently
  • 永豐金-板新 27 left
    sold 65%· paused recently
  • 富邦-員林 50 left
    sold 32%· ~22 sessions to clear
  • 統一-板橋 20 left
    sold 67%· ~7 sessions to clear

Desks

  • 元大-小港 -353
    unclassified
  • 凱基-敦北 -187
    unclassified
  • 光和-溪湖 -169
    unclassified
  • 元富-城中 -162
    unclassified
Still selling 339 lots ~87 sessions to bottom at most
Recent buy/sell force +570 absorbed / -194 sold buyers slightly ahead
Hedge-desk net short -6 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 20.54%

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

53 historical occurrences (since 2007-10-29)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 46.8%, Sample 47, Median -0.37%, Excess +3.05%, Beat mkt rate 46.8%；60-day: Win 42.6%, Sample 47, Median -2.88%, Excess +0.9%, Beat mkt rate 31.9%；120-day: Win 51.1%, Sample 45, Median +0.36%, Excess +0.8%, Beat mkt rate 40%

120 days after: historical avg +7.39%

20-day +3.72%
60-day +4.63%
120-day +7.39%
20-day
60-day
120-day
Win
46.8%
42.6%
51.1%
Sample
47
47
45
Median
-0.37%
-2.88%
+0.36%
Excess
+3.05%
+0.9%
+0.8%
Beat mkt rate
46.8%
31.9%
40%

Over 45 occurrences, 120-day forward avg gained 7.39%, beat the market by 0.8 pts; win rate 51.1%.

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.

9 times historically; 60-day forward avg +0.44%, win rate 44.4%, beating the market by -1.93 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.

40 times historically; 60-day forward avg -1.81%, win rate 31.6%, beating the market by -6.33 pts on average.

What does 無敵 do? Company profile

其他電子業 上市（台灣證券交易所）

Overview

無敵科技股份有限公司，股票代號8201，為台灣上市普通股。公司成立於1989年2月17日，原名無敵商業股份有限公司，隸屬英業達集團，最早負責英業達集團自有品牌BESTA無敵產品之市場行銷；1999年配合集團重整，合併英業達個人學習系統事業部、林口工廠、西安分公司等並更名為無敵科技股份有限公司。公開資訊與股市資料顯示其公開發行日為1999年5月21日、興櫃日為2006年12月12日、上市日為2007年10月29日。董事長為楊人捷，總經理為李圍正。實收資本額約新台幣623,662,750元，已發行普通股約62,366,275股。主要股東與集團關係方面，英業達股份有限公司為重要法人董事與主要股東，近期公開資料揭露其持股23,404,962股，約占已發行股數37.5%。員工規模方面，2024年底永續報告書揭露全職員工106人，男性58人、女性48人，另有非員工4人為勞務合約專案顧問。公司登記/股市資料常見地址為台北市北投區北投路二段13號4樓之1；公司官網頁尾另列總公司為台北市士林區承德路四段166號2樓，兩者可能分別反映登記地址與營運/總公司地址。

Business

無敵早期以電腦辭典、電子字典及Dr.eye譯典通建立品牌，現行業務已轉型為智慧裝置與企業服務雙主軸。智慧裝置包含車用後裝產品研發製造、ODM產品設計製造、電子辭典、掃描翻譯筆、學習機、數位錄音筆等；車用電子聚焦PDI銷售前車輛檢查與後裝市場，以Camera產品為主，涵蓋Rear View Camera、Side View Camera、RFID Door Handle、Parking Sensor等。企業服務包含資通訊ICT與雲服務、AI平台建置、Dr.eye智能學習、智慧交通監控系統軟硬體服務、健康物聯網、軟體銷售代理、AI伺服器/高效能運算相關代理與售後服務。2024年永續報告書揭露主要產品營業比重為商品銷售430,126千元、占92.4%，勞務收入35,403千元、占7.6%；2024年主要產量合計348,128台，其中數位學習100,280台、數位生活64,212台、智慧裝置183,636台。2025年法說與新聞資料顯示，2024年兩大事業營收約為企業服務52%、智慧裝置48%；2025上半年因車用專案落地、企業服務專案遞延，智慧裝置占比提高至約63%、企業服務約37%。商業模式包含自有品牌硬體銷售、ODM/OEM、車用後裝零件與認證導入、ICT/雲端/AI解決方案代理銷售、系統整合與售後服務。主要客戶未完整公開，已公開合作/客戶線索包括Benesse巧連智、HP Inc.、Dell Technologies、麗臺科技、Supermicro、美國車用保險/副廠維修零件相關通路、企業/科研/教育/公部門客戶等。

Outlook 2025–2028

2025至2028年展望以轉型與營運體質改善為主。公司2024永續報告書設定2025年營收目標5億元，其中智慧裝置2.4億元、毛利率22%，企業服務2.6億元、毛利率18%；並提出短期目標為維繫上下游合作、加深既有客戶合作、開發既有產品新應用，中長期目標為深耕核心技術與調整組織體質。2025年公開法說與媒體資料顯示，成長動能主要來自四個方向：一、智慧學習與自有品牌產品，包含電子辭典、掃譯筆、Dr.eye及AI適性學習工具；二、智慧車用，過去布局的車用Camera與後裝電子零件專案陸續出貨，低毛利代工比重下降，資源轉向車用與自有品牌高毛利組合；三、AI伺服器經銷代理、裝機與售後服務，受惠企業、科研、教育與公部門AI基礎建設需求；四、智慧系統整合，包含公私混合雲、AI平台、高效能運算平台、智慧交通與ICT專案。2026至2028年可觀察的延續動能包括車用後裝市場認證項目與品項增加、與大廠合作切入車隊管理系統、企業AI應用落地推動伺服器與系統整合需求、雲端/資安/辦公軟體代理擴張。不過風險也高：公司規模小且近年多年度虧損，營收基期低、專案認列時點波動大；企業服務市場競爭激烈、毛利率承壓；AI伺服器代理受GPU與伺服器供貨、價格與品牌授權影響；車用後裝需通過認證且客戶集中度可能偏高；匯率、關稅、原物料成本、低碳法規與供應鏈管理均可能影響獲利。2028年以前若車用與AI企業服務未能放大規模，固定費用吸收與獲利轉正仍有不確定性。

Supply Chain

Upstream
  • 英業達股份有限公司 2356 母集團/主要股東與法人董事，提供集團資源背景；非單純原料供應商。
  • 麗臺科技股份有限公司 2465 GPU架構伺服器與AI相關產品代理/合作夥伴，屬台股上市公司。
  • Dell Technologies 美國上市公司，無敵企業服務事業代理/銷售其軟硬體產品。
  • Super Micro Computer, Inc. 美國上市公司，媒體報導無敵新增Supermicro GPU伺服器產品代理與AI伺服器相關銷售/服務。
  • Microsoft 美國上市公司，無敵代理/經銷M365等雲端與辦公軟體服務。
  • Google / Google Cloud 美國上市Alphabet旗下服務，無敵企業服務代理/經銷Google Workspace、GCP等雲端產品。
  • Amazon Web Services 美國上市Amazon旗下雲端服務，無敵企業服務代理/經銷AWS等雲端產品。
  • 金山軟件 / WPS Office 香港上市公司金山軟件旗下WPS Office；無敵為台灣代理/經銷相關辦公軟體，媒體稱其為WPS在台獨家代理商。
  • Deltapath 非台股掛牌通訊解決方案供應商，無敵企業產品介紹列為網通/通訊相關代理產品。
  • Kaspersky 非台股掛牌資安軟體供應商，無敵企業產品介紹列為代理/銷售產品。
  • HP Inc. 美國上市公司；無敵曾與HP合作開發高階工程用圖型計算機並擴大電子計算機ODM/OEM業務，可視為ODM客戶與產品合作方。
Downstream
  • Benesse / 巧連智 日本未於台股掛牌品牌；無敵曾合作開發小學生教具產品，屬教育學習裝置客戶/合作方。
  • HP Inc. 美國上市公司；高階工程用圖型計算機ODM/OEM合作客戶。
  • 車用PDI與後裝通路客戶 包含台灣PDI通路、車用前後裝合作客戶、美國車用保險與副廠維修零件產業鏈；公司未完整揭露客戶名稱。
  • 企業、科研、教育與公部門客戶 AI伺服器代理、ICT系統整合、雲服務、智慧交通與高效能運算平台之終端客戶群；多數具體名稱未公開。
  • 一般消費者與教育學習使用者 自有品牌BESTA電腦辭典、掃描翻譯筆、Dr.eye譯典通與學習平台之終端使用者。

Competitors

Sources（13）

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.