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3388

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

steady quality, fair valuation.

1 active signal

Revenue ≥20%

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

Is 崇越電 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 50th market percentile. Latest quarterly ROE ≈ 1.9%.
Valuation is neutral.PE is in the 46th market percentile; within its own history, PE is around the 94th percentile.
Foreign investors are net selling.Foreign 20-day net flow ≈ -4.2% of volume (net sell).
Strong revenue growth.Latest monthly revenue YoY ≈ 22.8%, 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

Neutral +0.04

BearishNeutralBullish

Institutional rotation, concentration steady — neutral

Institutional rotation, concentration steady — neutral
台新-大昌 holds 818 lots
sellers have 434 lots left, ~288 sessions to clear

Window from 2026-01-17 · Price +43% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 台新-大昌 has accumulated 818 lots since the start (sold 0%), still adding.
Main distributor 玉山-信義 peaked at 519 lots, has sold 63%, 193 left, paused recently.
TDCC big holders (absolute) >1000-lot holders -1.53pp, mid holders +3, retail -0.42pp — little change.
Foreign hedge-desk net short Net short -429 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

台新-大昌統一-中壢國泰-敦南元大-大天母富邦-三峽中國信託-忠孝

Distributing

玉山-信義新光國票-安和台新-世貿富邦-陽明永豐金-市政

Desks

own scale

元大證券國票-敦北法人台灣摩根士丹利凱基-敦北

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

Branch details Unit: lots

Accumulating

台新-大昌 +818

sold 0%· still adding
統一-中壢 +607

sold 0%
國泰-敦南 +347

sold 14%
元大-大天母 +186

sold 14%
富邦-三峽 +144

sold 0%
中國信託-忠孝 +143

sold 17%

Distributing

玉山-信義 193 left

sold 63%· paused recently
新光 144 left

sold 49%· ~288 sessions to clear
國票-安和 45 left

sold 81%· paused recently
台新-世貿 20 left

sold 86%· paused recently
富邦-陽明 15 left

sold 89%· ~19 sessions to clear
永豐金-市政 36 left

sold 73%· paused recently

Desks

元大證券 -616

unclassified
國票-敦北法人 -597

unclassified
台灣摩根士丹利 -383

hedge desk · will cover
凱基-敦北 -315

unclassified

Still selling 434 lots ~288 sessions to bottom at most

Recent buy/sell force +986 absorbed / -184 sold buyers slightly ahead

Hedge-desk net short -355 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 22.75%

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

49 historical occurrences (since 2007-04-23)

120 days after: historical avg +0.64%

20-day +2.36%

60-day +6.19%

120-day +0.64%

20-day

60-day

120-day

Win

54.3%

78.8%

63.6%

Sample

Median

+0.85%

+3.71%

+3.64%

Excess

+1.23%

+1.64%

-3.24%

Beat mkt rate

51.4%

54.5%

39.4%

Over 33 occurrences, 120-day forward avg gained 0.64%, lagged the market by 3.24 pts; win rate 63.6%.

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 -0.3%

20-40 +9.7%

40-60 +11.8%

60-80 +12%

80-100 +5.7% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	407	-0.3%	-0.2%	49.4%	-15.2%
20-40	442	+9.7%	+7.1%	61.1%	-6.8%
40-60	256	+11.8%	+10%	66.8%	-7.2%
60-80	714	+12%	+9.6%	81.4%	-2.2%
80-100 You are here	1224	+5.7%	+0.8%	52.2%	-12.1%

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 ≈ 20.25, at the 94.5th 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

+0.8%

Win rate 48.7% Excess -0.3%

382d

+7.6%

Win rate 78.6% Excess -3.3%

351d

Now

+5%

Win rate 64.8% Excess -2.8%

1283d

60-day momentum down

+2.2%

Win rate 60.4% Excess -7.2%

278d

+4.2%

Win rate 70.7% Excess -7.6%

273d

+3.7%

Win rate 50.7% Excess -7.2%

596d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1283 historical days, 120-day forward avg gained 5%, win rate 64.8%, lagged the market by 2.8%.

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.

252-day price high (breakout)

Pending

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

33 times historically; 60-day forward avg +3.46%, win rate 71%, beating the market by +0.19 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.

51 times historically; 60-day forward avg +4.65%, win rate 68%, beating the market by -0.65 pts on average.

What does 崇越電 do? Company profile

電子零組件業；特用化學材料與矽利光材料代理通路上櫃（櫃買中心）

Overview

3388 為上櫃普通股，簡稱崇越電。公司核心前身為 1981 年成立之 Topco Trading Co., Ltd.，公開公司登記資料顯示現行公司核准設立日為 1994-02-05；2004 年整併後使用 TOPCO Technologies Corp. 品牌，2006 年 2 月正式於櫃買中心掛牌。總部位於臺北市大安區市民大道四段102號14樓。董事長為潘振成，執行長/總經理為張勝和，財務長為吳昆明。2026 年報列示截至 2026-03-27 已發行普通股 74,065,542 股；公司登記資料列示實收資本額約新台幣 740,623,580 元。員工規模方面，2025 年共 244 人，至 2026-03-27 為 243 人，皆為管理與行銷人員，無製造與研發人員，反映其主要定位為專業代理商/通路商。主要股東截至 2026-03-27 包括崇越開發 22.36%、日商信越化學工業 3.80%、德融投資 2.23%、林寶玉 2.11%、翁俊明 1.93%、潘振成 1.35%、新其利投資 1.24% 等。公司 2025 年營收約新台幣 73.64 億元，稅後淨利約 3.08 億元，EPS 4.15 元；2026 年 5 月單月營收約新台幣 7.82 億元，年增 22.76%，2026 年 1-5 月累計營收約 36.52 億元，年增 19.19%。

Business

崇越電通為特用化學材料、矽利光（Silicone）與周邊材料/設備的專業代理商，主要代理日本信越化學集團及其他供應商產品，並提供銷售、技術服務、產品導入與客戶應用解決方案。2025 年報將營收結構列為矽利光相關產品、COLCOAT 矽酸鹽/抗靜電材料、化妝品材料、AF 防汙塗層、建築材料、其他貿易產品與設備等，合併營收 73.64 億元，占 100%；年報未再細分各產品線百分比。主要產品包括矽油與變性矽油、消泡劑、離型劑、整泡劑、纖維處理劑、塗料添加劑、矽樹脂、偶合劑、感壓膠、矽粉、矽脂、密封膠、導熱墊材、LED 應用材料、散熱材料、防指紋塗層、特殊高分子材料；另代理小西/Konishi 密封與接著材料、Sumitomo PTFE 膜、Sika 結構膠與密封膠、Bostik 建材、COLCOAT 抗靜電材料、化妝品原料、Gunze 氟素套管、Kaneka 改性矽、Admatechs 導電/絕緣粉體、無氟撥水劑、節能空調設備與表面處理設備。應用橫跨電子電機、塑膠、紙業、紡織、醫療、化妝品、建築、汽車、LED 封裝、手機/消費電子、NB、電動車、AI 伺服器散熱、ADAS、光收發模組等。商業模式以取得上游原廠代理權、進貨後銷售給分散客戶，並以材料認證、配方/樣品測試、技術服務與區域據點深化客戶關係；2025 年報揭露 2024、2025 年均無單一客戶銷售占比超過 10%，顯示客戶集中度相對低。銷售區域依 MoneyDJ 資料，2024 年內銷約 37%、中國大陸約 55%、其他國家約 8%。

Outlook 2025–2028

2025 年公司在 AI、半導體等少數產業相對強勢、傳統產業復甦較慢的環境下，營收 73.64 億元年減 2.7%，但淨利 3.08 億元年增 1.47%，顯示核心毛利改善抵銷部分匯損與需求壓力。2026 年公司經營重點為持續開發特殊功能材料，包含 ESG 相關設備、Green Silicone、散熱材料、循環材料、低介電等特殊矽利光應用，並將散熱材料拓展至 AI 伺服器、ADAS 與光收發模組；同時強化北美市場，使 Topco USA 轉虧為盈，並持續擴充東南亞與北美銷售團隊。中期至 2028 年的成長動能主要來自：一、矽利光材料在環保、節能、LED、風電、電動車、電子散熱與高階消費電子的滲透率提升；二、客戶供應鏈由中國大陸外移，帶動越南、印尼、泰國、北美等據點服務需求；三、公司與信越化學及台灣信越的長期代理與股權關係，有助於新材料導入與客戶共同開發；四、AI 伺服器、光通訊、車用電子對導熱、低介電與特殊接著/密封材料的需求可能上升。主要風險與挑戰包括：對信越集團產品進貨依賴度高，代理權穩定性與供應條件為核心風險；中國大陸應收帳款回收風險；美中貿易戰、關稅、地緣政治與中東衝突造成匯率、油價與原料成本波動；中國矽利光產能過剩與中低階材料競爭；新產品生命周期縮短，需要更快導入與認證；北美營運法規較複雜，Topco USA 尚需改善獲利。2027-2028 展望屬依公司 2026 年報策略與產業趨勢推估，非公司正式財測。

Supply Chain

Upstream

信越化學工業株式會社（Shin-Etsu Chemical）日本上市公司；崇越電通最重要的矽利光材料原廠與股東，持有崇越電通約 3.80%，並透過日本、台灣、上海、泰國、香港、新加坡等據點供應矽利光與相關材料。
台灣信越矽利光股份有限公司未上市；信越相關公司，2025 年為崇越電通第一大供應商，採購占比約 30.39%，供應矽利光相關產品。
上海信越未上市/海外信越關係企業；2025 年為崇越電通第二大供應商，採購占比約 31.41%，供應矽利光相關產品。
Sika Group 瑞士上市公司；供應建築結構膠、耐候膠與密封材料等代理產品。
Konishi Co., Ltd. 日本公司；供應密封材料與各式接著劑。
Bostik 法國 Arkema 集團旗下品牌；供應建築材料與接著材料。
Gunze 日本上市公司；供應氟素套管、熱縮管等材料。
Kaneka 日本上市公司；供應改性矽材料等代理產品。
Admatechs 日本材料公司；供應導電高分子、絕緣粉體等材料。
Siltech Corporation 海外供應商；年報列為主要材料供應來源之一。

Downstream

電子電機與消費電子製造客戶公司未揭露個別主要客戶名稱且 2024、2025 年無單一客戶銷售占比超過 10%；產品應用於手機保護膜、絕緣膠帶、NB/鍵盤、電子零件灌封、LED 封裝與散熱材料。
AI 伺服器、ADAS、光收發模組供應鏈客戶公司 2026 年展望明確將散熱材料拓展至 AI 伺服器、自動駕駛 ADAS 與光收發模組；未揭露具名客戶，故 stock_id 設為 null。
汽車與電動車零組件客戶矽利光材料可用於車用電子、按鍵、密封、導熱、低介電與特殊應用；未揭露具名客戶。
醫療與民生用品客戶 HTV/LIMS 可用於奶嘴、潛水面罩、醫療用品與消費電子配件；MoneyDJ 提及 Speedo 為主要客戶之一，但公司年報未列示其銷售占比。
化妝品與保養品品牌/代工客戶公司供應化妝品原料並透過化妝品實驗室提供配方、打樣與整體解決方案；應用於精華液、乳液、粉底、口紅、防曬、美白、抗老與保濕等。
建築與工業材料客戶供應 Sika、Bostik、Konishi 等建築結構膠、耐候膠、防水密封與接著材料；未揭露具名客戶。

Competitors

華立企業股份有限公司 3010 台股上市公司；電子材料、半導體/顯示器材料與特用化學品通路商，MoneyDJ 將其列為崇越電通國內競爭者之一。
長華電材股份有限公司 8070 台股上櫃公司，市場簡稱長華*；電子材料與半導體封裝材料通路/製造相關業者，MoneyDJ 將長華列為國內競爭者之一。
喬越實業有限公司未上市公司；MoneyDJ 將其列為國內競爭者之一。
Dow Silicones / Dow 美國上市公司 Dow Inc. 旗下矽利光材料品牌/事業；屬全球高階矽利光供應商，與信越系材料在部分客戶應用上競爭。
Momentive 海外矽利光材料供應商；年報列為全球高階矽利光產品主要供應商之一。
Wacker Chemie 德國上市公司；全球高階矽利光材料供應商，與信越系產品在高階矽利光市場競爭。
浙江新安化工集團中國上市公司；年報列為中國矽利光上游單體或加工品競爭業者之一，產品較偏中階市場與基礎材料。
回天新材中國上市公司；年報列為中國矽利光加工品競爭業者之一。
東岳集團香港上市公司；年報列為中國矽利光相關競爭業者之一。

Sources（11）

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.