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3114

好德 Electronic Components As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

1 active signal

Foreign buy

This page refreshes daily after the close. Add 好德 to your watchlist to track signal changes on your next visit.

Is 好德 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 43th market percentile. Latest quarterly ROE ≈ 3.0%.
Valuation is neutral.PE is in the 32th market percentile; within its own history, PE is around the 66th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 0.8% of volume (net buy).
Signals are active now.On the latest data, signals such as Foreign net buying 5 straight days are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.30

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
統一 holds 331 lots
sellers have 410 lots left, ~37 sessions to clear

Window from 2026-01-17 · Price +61% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 統一 has accumulated 331 lots since the start (sold 0%), still adding.
Main distributor 永豐金證券 peaked at 158 lots, has sold 63%, 58 left, ~11 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders +0.41pp, mid holders +0, retail +0.67pp — concentration shifting upward.
Foreign hedge-desk net short Net short -285 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

統一華南永昌-高雄凱基-站前凱基-台北台新-新營國泰-敦南

Distributing

永豐金證券華南永昌-中正富邦-新竹統一-嘉義合庫-自強富邦-竹北

Desks

own scale

永豐金-南投台新台新-大裕國票-安和

Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline

Branch details Unit: lots

Accumulating

統一 +331

sold 0%· still adding
華南永昌-高雄 +292

sold 3%· still adding
凱基-站前 +270

sold 18%
凱基-台北 +253

sold 21%· still adding
台新-新營 +203

sold 0%
國泰-敦南 +198

sold 12%· still adding

Distributing

永豐金證券 58 left

sold 63%· ~11 sessions to clear
華南永昌-中正 67 left

sold 51%· ~10 sessions to clear
富邦-新竹 88 left

sold 27%· ~27 sessions to clear
統一-嘉義 55 left

sold 44%· ~13 sessions to clear
合庫-自強 44 left

sold 42%· ~14 sessions to clear
富邦-竹北 14 left

sold 78%· paused recently

Desks

永豐金-南投 -747

unclassified
台新 -268

unclassified
台新-大裕 -217

unclassified
國票-安和 -211

unclassified

Still selling 410 lots ~37 sessions to bottom at most

Recent buy/sell force +2,658 absorbed / -381 sold buyers slightly ahead

Hedge-desk net short -66 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.

Foreign net buying for 5 straight days

Active · now 7%

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

34 historical occurrences (since 2014-05-28)

120 days after: historical avg +12.38%

20-day +0.83%

60-day +9.32%

120-day +12.38%

20-day

60-day

120-day

Win

42.4%

51.5%

56.2%

Sample

Median

-0.39%

+1.94%

+4.27%

Excess

+0.59%

+6.89%

+9.16%

Beat mkt rate

45.5%

48.5%

53.1%

Over 32 occurrences, 120-day forward avg gained 12.38%, beat the market by 9.16 pts; win rate 56.2%.

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.

0-20 +8.3%

20-40 +28.5%

40-60 +15.2%

60-80 +4.4% Now

80-100 +71.1%

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	1105	+8.3%	+8.8%	61.9%	-8.4%
20-40	594	+28.5%	+15.8%	84.3%	+14.7%
40-60	547	+15.2%	+4%	58.5%	-5.8%
60-80 You are here	233	+4.4%	-5%	35.6%	-9.6%
80-100	164	+71.1%	+68.8%	90.9%	+48.2%

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 ≈ 16.46, at the 65.5th percentile of its own history (60-80 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

+11.7%

Win rate 62% Excess +5.2%

813d

Now

+5.2%

Win rate 67.1% Excess -3.3%

490d

+8.6%

Win rate 61.2% Excess -8%

276d

60-day momentum down

+7.3%

Win rate 62.4% Excess +1.3%

806d

+11.9%

Win rate 73.7% Excess -2.5%

278d

+5.5%

Win rate 57.1% Excess -8.3%

98d

Currently in “Mid × 60-day momentum up”: across 490 historical days, 120-day forward avg gained 5.2%, win rate 67.1%, lagged the market by 3.3%.

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.

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.

21 times historically; 60-day forward avg +4.96%, win rate 35%, beating the market by +2.49 pts on average.

Monthly revenue YoY ≥ 20% (from filing deadline)

Pending

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

69 times historically; 60-day forward avg +7.89%, win rate 59.1%, beating the market by +4.57 pts on average.

What does 好德 do? Company profile

電子零組件業；電子零組件、PCB/IC載板設備與材料代理通路商上櫃（櫃買中心）

Overview

3114 對應證券為好德科技股份有限公司，為台灣上櫃普通股，非 ETF、ETN、權證或特別股。公司成立於 1978/09/23，2004/03/25 上櫃，總部位於台北市松山區敦化南路一段25號6樓。英文名稱 Howteh Technology Co., Ltd.，英文簡稱 HT，統一編號 20799897。主要經營電子零組件進出口代理及買賣、印刷電路板設備及相關化學品代理買賣、系統整合及相關產品維護。公開資料顯示實收資本額約新台幣651,297,920元，已發行普通股65,129,792股，無特別股。公開股市資料顯示董事長為陳國鴻，總經理為莊昆霖；公司年報亦揭露董事長陳國鴻，且部分年度管理職資訊曾出現吳麗山/莊昆霖異動，故以較新公開基本資料列示莊昆霖。年報揭露截至2025/05/09員工合計74人，2024年度合計80人；第三方研究資料另稱員工約105人，因口徑可能含關係企業，本文以年報口徑為主。主要股東依2025年年報前十大股東資訊，包含煇宏投資、陳國鴻、陳亮瑄、王湘卿、竹林投資、陳欣如、陳俊廷、陳欣意、蔡再添、陳哲宏等，其中煇宏投資約8.66%、陳國鴻約7.75%、陳亮瑄約5.02%、王湘卿約3.99%、竹林投資約3.57%、陳欣如約3.18%。

Business

好德是電子零組件暨製程設備與耗材之專業代理商，商業模式以取得國內外原廠代理線，向兩岸三地台商、陸資及東南亞企業銷售，並提供導入、應用支援、售後驗收、系統整合與維護服務；公司非主要製造業者，2024年年報載明無研發費用，主要靠代理產品線、技術服務與客戶導入能力創造通路價值。2024年度營業比重：連接器、軟排線、電聲商品等電子零組件新台幣2,747,908千元，占99.38%；國內外PCB板及IC載板設備及相關材料新台幣17,011千元，占0.62%；合計新台幣2,764,919千元。產品包含連接器、線材、電聲商品、半導體零件、印刷電路板/軟板製程設備、製程化學品與消耗材、半導體製程及檢測設備與材料。代理或開發產品線包含 JAE 連接器、Sumitomo Electric Thunderbolt/高速線/USB Type-C cable、SYNTIANT/Knowles MEMS微型麥克風、AWINIC Audio IC、Canon Machinery 錫球壓平機及覆晶載板切割機。下游應用涵蓋通訊、資訊、網路設備、電動車、新能源、智慧型手機、筆電、TWS耳機、智慧音箱、穿戴式、助聽器、PCB覆晶載板與IC載板製程。2024年銷售地區中台灣占68.62%，中國及東南亞占31.38%。年報揭露2024年度單一最大銷貨客戶以D公司匿名，銷貨443,533千元，占16.04%，其餘客戶占83.96%；主要供應商亦以A/B/C公司匿名，2024年C公司占進貨50.84%、B公司16.09%、A公司12.04%，供應商集中度高但公司表示供貨穩定。

Outlook 2025–2028

2025至2028年展望以公司既有產品線與產業趨勢推估：一、成長動能來自AI帶動伺服器、高速傳輸線、USB4/Thunderbolt、Type-C、AI PC、AI手機、Edge AI終端、車用電子、5G、HPC、低軌衛星與高階PCB/IC載板需求提升。公司年報指出2025年連接器成長動能來自AI引領規格提升、全球伺服器及高速傳輸線出貨攀升、AI向PC與手機等終端滲透、車用連接器及充電樁/儲能櫃/車用資訊娛樂系統需求延續。二、聲學半導體方面，MEMS麥克風受IoT、VR、助聽器、平板、智慧手機、智慧喇叭、TWS耳機、車用語音介面推動，若AI語音互動與端側AI滲透率提高，有利於好德代理的MEMS麥克風與音訊IC。三、PCB設備方面，AI伺服器、HPC、5G、車電與低軌衛星推動高密度、高精度、高可靠性PCB、HDI、FPC、剛撓結合板與IC載板需求；公司短期計畫掌握軟板廠及IC載板廠擴產投資，導入設備、耗材及代工代理接單，並布局大尺寸載板、錫球壓平、切割機與玻璃基板切割應用。四、區域布局方面，公司長期計畫因應客戶及供應商外移，在大中華區以外強化越南等東南亞服務據點，提供即時服務並開發新客戶。五、風險與挑戰包括電子通路競爭激烈、代理線變動、客戶/供應商集中、庫存呆滯及跌價、美元計價造成匯率波動、原物料價格波動、地緣政治與關稅、美中科技摩擦、終端消費電子復甦不如預期、AI伺服器與高階載板資本支出循環波動。2026至2028的具體財務預測未見公司公開揭露，本段屬基於年報與產業趨勢的研究推估。

Supply Chain

Upstream

JAE（Japan Aviation Electronics Industry）日本連接器原廠；好德年報列為代理/開發成功產品供應商，提供各式電子訊號與電源連接器，非台股掛牌公司。
Sumitomo Electric 日本住友電工集團；年報列為 Thunderbolt Cable、High Speed Cable、USB3.1/USB4.0 Type-C cable 供應商，非台股掛牌公司。
SYNTIANT / Knowles MEMS微型麥克風與聲學/AI音訊解決方案供應商；Syntiant為美國未上市公司，Knowles為美國上市公司，均非台股掛牌。
AWINIC 音訊IC供應商；提供手機、穿戴式、智慧音箱等音頻類產品IC元件，非台股掛牌公司。
Canon Machinery Inc. 日本設備供應商；提供錫球壓平機、覆晶載板切割機，應用於PCB覆晶載板製程，非台股掛牌公司。
A公司、B公司、C公司 2025年年報匿名主要供應商；2024年度進貨占比分別約12.04%、16.09%、50.84%，公司未揭露實名與掛牌狀態。

Downstream

D公司 2025年年報匿名最大銷貨客戶；2024年度銷貨443,533千元，占銷貨淨額16.04%，公司未揭露實名與掛牌狀態。
資訊、消費性、工業、醫療等3C產業製造商電子零組件代理的主要下游客群；包含通訊、資訊、網路設備、智慧手機、筆電、TWS、穿戴式、車用與新能源應用廠商，年報未逐一揭露客戶名稱。
印刷電路板、軟板與IC載板製造廠 PCB設備及材料代理的主要下游；好德提供印刷電路板/軟板製程設備、化學品、耗材、錫球壓平與載板切割設備，具名客戶未揭露。

Competitors

文曄科技 3036 大型IC與半導體零組件通路商，與好德同屬電子通路/代理業，但規模、產品線與客戶組合不同。
大聯大控股 3702 大型半導體零組件通路控股公司，旗下含多個代理通路品牌，屬通路競爭對手；與好德利基產品線不完全重疊。
益登科技 3048 IC與電子零組件代理商，屬電子通路同業。
豐藝電子 6189 電子零組件代理與通路商，屬電子通路同業。
增你強 3028 電子零組件與半導體通路商，屬電子通路同業。
威健實業 3033 半導體與電子零組件代理通路商，屬電子通路同業。
華立企業 3010 電子材料、資訊與半導體相關材料代理通路商，部分材料/設備通路屬性與好德重疊。
敦吉科技 2459 電子零組件、設備與系統整合相關通路/代理商，部分業務屬性可比較。
所羅門 2359 電子零組件與設備代理起家，現亦發展AI視覺/機器人等業務；歷史上常被列為好德同業。

Sources（10）

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.