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3311

閎暉 Communications & Internet As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation.

1 active signal

252d high

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

Is 閎暉 a buy? Fundamentals and valuation first

Weak profitability.Operating margin is in the 25th market percentile. Latest quarterly ROE ≈ 1.4%.
Valuation is neutral.PE is in the 55th market percentile; within its own history, PE is around the 68th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 2.0% of volume (net buy).
Signals are active now.On the latest data, signals such as 252-day price high are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.82

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
元大-文心興安 holds 2,572 lots
sellers have 667 lots left, ~49 sessions to clear

Window from 2026-01-17 · Price +16% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 元大-文心興安 has accumulated 2,572 lots since the start (sold 8%), now trimming.
Main distributor 美林 peaked at 388 lots, has sold 32%, 265 left, ~49 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders +6.14pp, mid holders +0, retail -3.25pp — concentration shifting upward.
Foreign hedge-desk net short Net short -934 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-文心興安美商高盛摩根大通台灣摩根士丹利兆豐-三民第一金-彰化

Distributing

美林兆豐-中壢富邦-敦南新加坡商瑞銀國泰-館前中國信託-松江

Desks

own scale

凱基-台北凱基-永康元大-永春台中銀

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

Branch details Unit: lots

Accumulating

元大-文心興安 +2,572

sold 8%
美商高盛 +561

sold 11%· still adding
摩根大通 +430

sold 0%· still adding
台灣摩根士丹利 +298

sold 13%· still adding
兆豐-三民 +268

sold 13%· still adding
第一金-彰化 +258

sold 0%

Distributing

美林 265 left

sold 32%· ~49 sessions to clear
兆豐-中壢 124 left

sold 49%· paused recently
富邦-敦南 70 left

sold 67%· ~14 sessions to clear
新加坡商瑞銀 72 left

sold 64%· ~8 sessions to clear
國泰-館前 68 left

sold 63%· paused recently
中國信託-松江 45 left

sold 71%· ~4 sessions to clear

Desks

凱基-台北 -833

day-trade · selling pressure
凱基-永康 -300

unclassified
元大-永春 -165

unclassified
台中銀 -148

unclassified

Still selling 667 lots ~49 sessions to bottom at most

Recent buy/sell force +2,142 absorbed / -638 sold buyers slightly ahead

Hedge-desk net short -38 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.

252-day price high (breakout)

Active

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

14 historical occurrences (since 2009-09-15)

120 days after: historical avg -4.51%

20-day -0.2%

60-day -3.24%

120-day -4.51%

20-day

60-day

120-day

Win

38.5%

23.1%

30.8%

Sample

Median

-0.85%

-6.64%

-5.59%

Excess

-1.63%

-10.14%

-14.42%

Beat mkt rate

38.5%

23.1%

Over 13 occurrences, 120-day forward avg declined 4.51%, lagged the market by 14.42 pts; win rate 30.8%.

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 Insufficient data

20-40 Insufficient data

40-60 -15%

60-80 +3.2% Now

80-100 -6.9%

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	1	Insufficient data
20-40	12	Insufficient data
40-60	125	-15%	-19.7%	20.8%	-23%
60-80 You are here	533	+3.2%	+4.3%	58.5%	-21.8%
80-100	914	-6.9%	-4.5%	39.6%	-57.9%

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 ≈ 25.42, at the 68.0th 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

Insufficient data
(0d)

-7%

Win rate 22.3% Excess -15.1%

103d

Now

-3.5%

Win rate 41.8% Excess -23.6%

672d

60-day momentum down

Insufficient data
(6d)

+0.3%

Win rate 47.6% Excess -9.8%

164d

-1.9%

Win rate 47.6% Excess -23.1%

759d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 672 historical days, 120-day forward avg declined 3.5%, win rate 41.8%, lagged the market by 23.6%.

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.

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).

46 times historically; 60-day forward avg -1.25%, win rate 42.9%, beating the market by -4.18 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.

61 times historically; 60-day forward avg +0.92%, win rate 45.8%, beating the market by -5.77 pts on average.

What does 閎暉 do? Company profile

通信網路業台灣證券交易所上市

Overview

3311 對應證券為閎暉，為台灣證券交易所上市普通股，產業別為通信網路業。公司於 2001/10/26 成立，源自旭麗橡膠事業部門分割獨立，前身沿革可追溯至 1978 年旭麗橡膠股份有限公司；2004 年 3 月於台灣證券交易所上市。總部/公司地址為新北市淡水區奎柔山路 73 號，電話 (02)2623-2666。董事長為焦佑衡，總經理為徐幼珍，發言人為財務長陳韋齡。114 年 9 月現金增資後實收股本為新台幣 10 億元，流通在外普通股 100,000,000 股；核定股本為新台幣 30 億元。114 年度員工人數合計 1,550 人，115 年 3 月 31 日為 1,524 人。主要股東（停止過戶日 2026/03/31）包括華新科技 26.28%、光寶科技 11.71%、李文雄 5.11%、陳修詩 1.96%、達保盈有限公司 1.91%、陳雅萍 1.20%、羅建國 1.07%、禾豐聯合股份有限公司 0.80%、練德春 0.69%、李懿珊 0.64%。公司 2025 年 3 月完成公開收購日本上市公司 FDK 株式會社 45% 股權，作為跨足能源電力產品市場的重要轉型布局。

Business

閎暉核心能力為整合橡膠、塑膠、矽膠、Film 材、玻璃、金屬等材料與外觀/光學/機構製程，提供客戶設計、開發、製造與量產導入服務。主要產品包括外觀裝飾機構件、輸入裝置按鍵產品與模組產品；應用於電子 3C、車用中控機構與內裝玻璃、網通、穿戴式光學外觀機構件、智慧鎖、智慧家庭監控/保全、5G/IoT 相關裝置等。模組產品可結合按鍵、軟性或硬性電路板、LED 背光源、IC 電路及電池能源模組。114 年合併營收為新台幣 23.45 億元，年減 2.9%；其中機構整合元件占 59.1%，主要為穿戴式產品、智能鎖模組及網通光學機構零組件等；汽車零組件占 40.9%，主要為汽車內裝機構零組件。依年報業務範圍分類，主要業務為汽車、行動裝置、網通等之外觀光學機構零組件及輸入裝置之設計、製造與銷售。114 年銷售地區為內銷 46%、外銷 54%，外銷中美洲 22%、歐洲 11%、亞洲 21%。主要客戶因契約未揭露名稱，114 年 A、B、C 三大客戶分別占銷貨淨額 46%、21%、11%，合計 78%，其他客戶 22%；公司表示最近二年度無占進貨總額 10% 以上供應商。

Outlook 2025–2028

2025 年實績顯示產品組合由車用零組件向機構整合元件提升，全年機構整合元件占 59.1%，汽車零組件占 40.9%；2025 年前三季法說資料則顯示機構整合元件占 58.9%、汽車零組件占 41.1%，機構整合元件年比提升，反映穿戴、智能鎖、電子裝置等消費/跨產業應用帶動。2026 年營運計畫聚焦優化營運效率、推動自動化與數位化升級、擴充產能並持續轉型；產品策略聚焦機構整合元件、汽車零組件、能源電力產品及跨產業應用，並提升 IoT 與車用市場之技術與製造優勢。成長動能包括：車用電子化與智慧座艙推動中控機構、內裝玻璃、車載保護玻璃及 HMI 相關零組件需求；穿戴式裝置、AI 眼鏡、智慧戒指等個人化穿戴需求提高；智慧家庭監控/保全與智慧鎖需求成長；公司透過 FDK 45% 股權合作切入先進電池、備用電源、能源儲存與高效能電池應用，受 AI、IoT、智慧城市與移動電子產品帶動。公司短期計畫為以既有核心技術尋找新市場應用、開發高附加價值商品、彈性調節生產據點並提升效率；長期計畫為建立新核心技術與跨產業商品、導入自動化製程與智能製造、尋求同業或異業策略聯盟。主要風險與挑戰包括全球車市成長趨緩、關稅與地緣政治不確定性、美中科技競爭、匯率波動、全球經濟放緩、中國供應鏈競爭者崛起、大陸勞工成本上升、人才招募與培育不易、客戶集中度偏高及新產品/FDK 整合成效不確定。2027-2028 年具體財測未公開；以上展望中超過公司明確揭露期間者，係依公司年報揭露之市場趨勢與產品策略推估。

Supply Chain

Upstream

日本、美國矽膠原料供應商年報揭露矽膠原料來源為日本、美國，供應情形良好；未揭露具體供應商名稱，且最近二年度無占進貨總額 10% 以上供應商。
日本、美國塑膠原料供應商年報揭露塑膠原料來源為日本、美國，供應情形良好；未揭露具體供應商名稱。
台灣、日本化工材油墨供應商年報揭露化工材油墨來源為台灣、日本，供應情形良好；未揭露具體公司名稱。
美國、日本玻璃原料供應商年報揭露玻璃原料來源為美國、日本，供應情形良好，支援車用內裝玻璃與曲面光學玻璃蓋板等產品。
日本、中國大陸金屬原料供應商年報揭露金屬原料來源為日本、大陸，供應情形良好；金屬需外購。
FDK 株式會社日本東京證券交易所上市公司；閎暉於 2025 年 3 月完成公開收購 45% 股權，雙方整合產能、研發與製造資源，協助閎暉跨足能源電力產品與高效能電池應用。

Downstream

A 客戶年報因契約約定以代號揭露；114 年銷貨金額新台幣 1,078,002 仟元，占全年銷貨淨額 46%，與發行人關係為無。
B 客戶年報因契約約定以代號揭露；114 年銷貨金額新台幣 483,215 仟元，占全年銷貨淨額 21%，與發行人關係為無。
C 客戶年報因契約約定以代號揭露；114 年銷貨金額新台幣 265,698 仟元，占全年銷貨淨額 11%，與發行人關係為無。
全球車用 Tier 1 客戶與車廠供應鏈公司產品應用於車用中控機構、內裝玻璃、車用 HMI 與汽車內裝機構零組件；公司年報與新聞資料稱服務全球一線廠商，但未揭露現行客戶名稱。
穿戴式裝置、智慧家庭與網通品牌/代工客戶機構整合元件下游客戶涵蓋穿戴式產品、智能鎖模組、網通光學機構零組件、電子裝置與智慧家庭監控/保全等應用；具體客戶名稱未公開。

Competitors

Shin-Etsu Polymer Co., Ltd. 日本上市/海外公司；在聚合物、矽橡膠與汽車/電子零組件相關領域與閎暉部分產品具競爭或替代關係。
Polymer Technology / Polymer Tech 類同業海外或非台股掛牌同業；公開二手資料列為閎暉在汽車零組件及機構整合元件領域的競爭者，具體公司實體與掛牌狀態需再查核。
毅嘉科技股份有限公司 2402 台灣上市公司；具軟板、機構整合與車用人機介面相關應用，與閎暉在部分車用/電子機構模組或人機介面零組件領域可能有競合，屬推估性同業比較。
中國大陸外觀機構件與模組供應鏈年報明確指出中國供應鏈崛起、3C 品牌帶動配套供應鏈成熟，對零組件產業造成競爭壓力；未指名單一公司。

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.