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3652

精聯 Computer & Peripherals As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

2 active signals

252d high Revenue ≥20%

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

Is 精聯 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 46th market percentile. Latest quarterly ROE ≈ 1.6%.
Valuation is neutral.PE is in the 57th market percentile; within its own history, PE is around the 41th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 6.4% of volume (net buy).
Strong revenue growth.Latest monthly revenue YoY ≈ 42.4%, 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

Bullish +0.29

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
富邦-永和 holds 275 lots
sellers have 231 lots left, ~70 sessions to clear

Window from 2026-01-17 · Price +28% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 富邦-永和 has accumulated 275 lots since the start (sold 0%), still adding.
Main distributor 台灣摩根士丹利 peaked at 165 lots, has sold 27%, 120 left, paused recently.
TDCC big holders (absolute) >1000-lot holders +0.07pp, mid holders +0, retail -0.08pp — concentration shifting upward.
Foreign hedge-desk net short Net short -115 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

富邦-永和凱基-台北元大-雙和元富-新店元富-同大華南永昌-民權

Distributing

台灣摩根士丹利群益金鼎-丹鳳第一金-台南元大-土城永寧統一-彰化永全證券

Desks

own scale

凱基-大直康和-內湖新光-台中台中銀-台北

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

Branch details Unit: lots

Accumulating

富邦-永和 +275

sold 0%· still adding
凱基-台北 +178

sold 0%· still adding
元大-雙和 +97

sold 0%· still adding
元富-新店 +64

sold 0%
元富-同大 +55

sold 4%
華南永昌-民權 +52

sold 0%

Distributing

台灣摩根士丹利 120 left

sold 27%· paused recently
群益金鼎-丹鳳 85 left

sold 42%· ~27 sessions to clear
第一金-台南 35 left

sold 36%· paused recently
元大-土城永寧 33 left

sold 38%· paused recently
統一-彰化 31 left

sold 42%· ~14 sessions to clear
永全證券 29 left

sold 42%· ~15 sessions to clear

Desks

凱基-大直 -143

unclassified
康和-內湖 -112

unclassified
新光-台中 -84

unclassified
台中銀-台北 -78

unclassified

Still selling 231 lots ~70 sessions to bottom at most

Recent buy/sell force +934 absorbed / -187 sold buyers slightly ahead

Hedge-desk net short -82 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.

20 historical occurrences (since 2013-11-01)

120 days after: historical avg -1.12%

20-day -0.19%

60-day +1.41%

120-day -1.12%

20-day

60-day

120-day

Win

42.1%

Sample

Median

-0.99%

-5.82%

-3.91%

Excess

-1.24%

-2.05%

-8.61%

Beat mkt rate

36.8%

42.1%

36.8%

Over 19 occurrences, 120-day forward avg declined 1.12%, lagged the market by 8.61 pts; win rate 42.1%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 42.38%

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

48 historical occurrences (since 2009-12-10)

120 days after: historical avg -1.56%

20-day -0.67%

60-day -1.69%

120-day -1.56%

20-day

60-day

120-day

Win

42.6%

39.1%

37%

Sample

Median

-0.74%

-4.81%

-5.9%

Excess

-1.48%

-5.49%

-7.93%

Beat mkt rate

36.2%

28.3%

Over 46 occurrences, 120-day forward avg declined 1.56%, lagged the market by 7.93 pts; win rate 37%.

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 +8.8%

20-40 +7.3%

40-60 -4.8% Now

60-80 +10.5%

80-100 +13.1%

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	258	+8.8%	+6%	70.9%	+4.5%
20-40	509	+7.3%	+3.7%	56%	-8.1%
40-60 You are here	560	-4.8%	-14.6%	33.6%	-15%
60-80	726	+10.5%	+9.6%	63.2%	-13.9%
80-100	698	+13.1%	+14.2%	63.5%	-7.6%

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 ≈ 26.61, at the 41.0th percentile of its own history (40-60 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

+6.5%

Win rate 47.8% Excess -3.1%

276d

Now

-5.4%

Win rate 35.4% Excess -12.3%

441d

+8.8%

Win rate 59% Excess -2.1%

761d

60-day momentum down

+6.3%

Win rate 64.6% Excess -0.5%

410d

-1.5%

Win rate 39.6% Excess -8%

452d

+5.6%

Win rate 58.6% Excess -4.6%

519d

Currently in “Mid × 60-day momentum up”: across 441 historical days, 120-day forward avg declined 5.4%, win rate 35.4%, lagged the market by 12.3%.

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.

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.

25 times historically; 60-day forward avg -2.17%, win rate 31.8%, beating the market by -5.13 pts on average.

What does 精聯 do? Company profile

電子業－電腦及週邊設備業；自動辨識與資料收集（AIDC）設備與解決方案臺灣證券交易所上市

Overview

3652 對應公司為精聯電子股份有限公司，證券類型為普通股。公司源自精技電腦（2414）自動資料收集（AIDC）事業部，官方基本資料與公司登記資料顯示設立日期為 2008/01/15；公司官網沿革文字則寫 2008/01/01，本文以公開資訊與股市基本資料之 2008/01/15 為準。總部與工廠位於新北市新店區寶橋路235巷136號5樓。公司於 2009/08/27 上櫃，2022/09/21 由上櫃轉上市。董事長為葉佳紋，2026/06/16 股東會後新董事會推選葉佳紋續任董事長；總經理為徐志達。實收資本額約新台幣750,975,000元，普通股75,097,500股。113年度年報揭露員工人數 2024 年底 422 人、截至年報刊印日 421 人。2025/04/21 公司股東結構前十大股東包含精技電腦 30,039,000股、40.00%，弘憶國際 9,559,000股、12.73%，恆捷科技 3,657,726股、4.87%，黃培芳 2,961,000股、3.94%，范哲睿 2,037,000股、2.71%，佳雲投資 1,682,783股、2.24%，葉國筌 1,097,126股、1.46%，林敬航 1,000,000股、1.33%，富榮國際投資 679,000股、0.90%，葉致豪 500,000股、0.67%。公司為台灣具代表性的 AIDC 品牌商，官網稱以 unitech 自有品牌行銷全球，於美國、荷蘭、中國、日本等地設子公司與全球據點，並透過約 1,200 家經銷商服務全球客戶。

Business

精聯主要從事自動辨識資料收集產品之研發、設計、製造與全球銷售，核心產品包括軍工規/工規行動電腦、強固型 PDA、條碼掃描器、RFID 讀取器、門禁安控終端機、相關軟體，以及台灣市場的條碼列印機代理、電子標籤、智能物流自動化/倉儲管理解決方案、配件與耗材。2024 年營收 2,438,169 仟元，營收結構為軍工規行動電腦 1,007,521 仟元、41.32%，條碼掃描器 313,239 仟元、12.85%，其他 1,117,409 仟元、45.83%。2024 年銷售地區為內銷 51.52%，外銷 48.48%，其中亞洲 11.55%、美洲 20.57%、歐洲 16.27%、大洋洲 0.09%。商業模式上，精聯兼具自有品牌產品、ODM/專案型製造、代理國際品牌產品、軟硬體整合與維運服務；公司自述透過海外據點與當地經銷夥伴銷售，並強化軟體如 MoboLink MDM、StageGO、SDK/API、RFID 與掃描器工具軟體，提高硬體附加價值。主要終端應用涵蓋零售、物流、倉儲、製造、醫療、化工、服務業、政府機構、快遞/運輸管理、門禁管制、抄表、醫務管理、警政與智慧製造等。2025 年營收約 24.5 億元，據 2026/06/17 經濟日報報導為歷史新高，稅後純益 1.01 億元、EPS 1.34 元。

Outlook 2025–2028

2025 至 2028 年展望以『AIDC 硬體汰換 + RFID/ESL/智慧物流自動化 + WOA 工規平板 + 軟體服務化』為主要成長軸。公司 113 年報指出，AIDC 受企業資料收集自動化、即時監控、智慧物流、智慧製造、智慧倉儲、智慧零售、運輸配送、醫療與政府應用推動，發展空間仍寬；VDC Research 資料顯示全球堅固型手持式電腦市場 2024 年約 32.6 億美元，2030 年估 43.3 億美元，CAGR 約 4.2%，亞太成長率較高，但 ASP 受競爭與技術進步影響下滑。精聯短期計畫包括策略結盟/技術合作、加大南美與亞太投入、強化軟體結合硬體、推展智慧製造管理解決方案、把握 MIT 製造與台灣設廠商機；長期計畫包括端到雲銜接、物聯網生態、以軟硬體與技術服務提高大型客戶應用實績、低功耗與模組化設計。2026 年法說與新聞指出，公司看好智慧物流/智能自動化，接單能見度看到年底；ESL 電子標籤受全聯、家樂福等大型零售通路導入帶動，2026 年第一季成長高；RFID 讀取器市場 2025 至 2027 年仍有較高成長動能；Windows on ARM 工規平板 RT112 與 ODM 案可能成為新產品線。2026/06/17 報導顯示公司預期 2026 年營運優於 2025 年，主要受惠市場拓展與客戶採購需求增溫。2027 至 2028 年的可觀察重點為：AMR/自動化專案是否穩定轉為營收、ESL 是否從大型零售擴散至醫療與工廠、RFID 服飾/零售/物流滲透率提升、海外市場尤其美洲/亞太拓展、WOA 工規平板 ODM 與自有品牌出貨量。主要風險包括中低階產品遭新興國家低價競爭、消費型手機/平板侵蝕低頻或室內應用場景、產品少量多樣導致開發投資與維修料庫存風險、零組件如記憶體/IC/CPU/電池價格與供應波動、匯率與全球貿易政策、專案型自動化收入認列遞延、ESL/RFID 導入速度不如預期，以及海外市場通路與售後服務成本。

Supply Chain

Upstream

甲公司 113年度年報揭露之未具名主要供應商，2024 年進貨 211,640 仟元、占全年進貨淨額 13.50%；2025 年第一季進貨 39,681 仟元、占 11.39%。公司未揭露實際名稱，stock_id 無法確認。
國內外電子零組件供應商供應掃描引擎、LCD 模組、影像模組、中央處理器、各式 IC、電子零件、電池、機構件等；年報稱供應狀況良好且與供應商長期合作，但未列明公司名稱。
SoluM 韓國電子標籤（ESL）品牌，精聯代理其 ESL 解決方案；非台股掛牌公司。
Geek+ 智慧物流 AMR/倉儲機器人解決方案合作/代理來源之一，精聯以其設備搭配自有 WMS 與系統整合服務；非台股掛牌公司。
Zebra Technologies 精聯官網列為代理銷售服務品牌之一，產品含條碼識別與標籤列印相關設備；美國上市公司，同時也是 AIDC 國際競爭者。
Honeywell 精聯官網列為代理銷售服務品牌之一，產品含條碼識別相關設備；美國上市公司，同時也是 AIDC 國際競爭者。
Cognex 精聯官網列為代理銷售服務品牌之一，產品與固定式工業掃描/機器視覺應用相關；美國上市公司。

Downstream

全球經銷商、系統整合商與加值商公司年報與官網描述之主要銷售通路；精聯作為上游品牌/製造商，透過海外據點、經銷商、VAR、SI 與直銷部門將產品導入各產業。
零售業客戶與通路 AIDC、RFID 與 ESL 重要下游，包含門市盤點、價格標籤、結帳、庫存與促案管理；具體客戶多未由公司正式逐一揭露。
全聯實業 2026 年法說新聞提及大型零售通路導入 ESL 帶動市場需求；全聯為未上市公司，是否為精聯直接客戶需以公司正式揭露為準。
家福股份有限公司（家樂福台灣） 2026 年法說新聞提及家樂福使用電子標籤後帶動零售業 ESL 需求；家福未上市，是否為精聯直接客戶需以公司正式揭露為準。
台灣楓康超市媒體報導與案例提及楓康超市採用精聯電子標籤解決方案；未確認為台股掛牌公司。
富邦媒體科技 8454 第三方法說整理稱智能自動化客戶涵蓋電商 momo；此為台股上市公司，是否為精聯直接客戶仍需以公司正式公告為準。
網路家庭國際資訊 8044 第三方法說整理稱智能自動化客戶涵蓋 PChome；此為台股上櫃公司，是否為精聯直接客戶仍需以公司正式公告為準。
嘉里大榮物流 2608 第三方法說整理稱智能自動化客戶涵蓋第三方物流；此為台股上市公司，是否為精聯直接客戶仍需以公司正式公告為準。
技嘉科技 2376 第三方法說整理稱智能自動化客戶涵蓋製造業 GIGABYTE；此為台股上市公司，是否為精聯直接客戶仍需以公司正式公告為準。
友通資訊 2397 第三方法說整理稱智能自動化客戶涵蓋 DFI；此為台股上市公司，是否為精聯直接客戶仍需以公司正式公告為準。

Competitors

欣技資訊 6160 國內 AIDC、自動辨識、行動電腦與掃描器同業，品牌 CipherLab，上櫃公司。
Zebra Technologies 全球 AIDC、行動電腦、條碼掃描、標籤列印與 RFID 領導廠商；美國上市公司，非台股。
Honeywell 工業掃描器、行動電腦與資料收集解決方案國際競爭者；美國上市公司，非台股。
Datalogic 義大利條碼掃描、自動資料擷取與工業自動化感測設備供應商；非台股。
Denso Wave 日本 AIDC、條碼/RFID 與工業自動化相關廠商；非台股。
Cognex 機器視覺與固定式工業讀碼器供應商，在工業掃描與自動化讀取場景與精聯部分產品/代理線重疊；美國上市公司，非台股。
SATO Holdings 日本自動識別、標籤列印與 RFID 解決方案公司；非台股。

Sources（15）

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.