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4953

緯致 Information Services As of 2026-06-17 Updated daily after market close

steady quality, discounted valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 緯致 to your watchlist to track signal changes on your next visit.
Valuation 63Quality 63Growth 73Momentum 69Chips 90

Is 緯致 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 48th market percentile. Latest quarterly ROE ≈ 4.0%.

  • Valuation is low.PE is in the 23th market percentile; within its own history, PE is around the 45th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 10.2% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 29.2%, 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 +0.10
BearishNeutralBullish

Institutional rotation, concentration steady — neutral

  • Institutional rotation, concentration steady — neutral
  • 凱基 holds 1,062 lots
  • sellers have 263 lots left, ~59 sessions to clear

Window from 2026-01-17 · Price -2% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 凱基 has accumulated 1,062 lots since the start (sold 1%), now trimming.
  • Main distributor 元大-新盛 peaked at 301 lots, has sold 68%, 97 left, ~5 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -0.29pp, mid holders +0, retail +0.48pp — little change.
  • Foreign hedge-desk net short Net short -1,350 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
凱基宏遠證券香港上海匯豐摩根大通元大-莒光花旗環球
Distributing
元大-新盛統一-南京元大-中和台新-台北兆豐-台中港群益金鼎-大甲
Desks
own scale
新加坡商瑞銀凱基-台北兆豐-忠孝美商高盛
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 凱基 +1,062
    sold 1%
  • 宏遠證券 +949
    sold 0%
  • 香港上海匯豐 +398
    sold 3%· still adding
  • 摩根大通 +239
    sold 6%· still adding
  • 元大-莒光 +206
    sold 0%· still adding
  • 花旗環球 +155
    sold 0%· still adding

Distributing

  • 元大-新盛 97 left
    sold 68%· ~5 sessions to clear
  • 統一-南京 26 left
    sold 87%· paused recently
  • 元大-中和 32 left
    sold 66%· paused recently
  • 台新-台北 50 left
    sold 44%· paused recently
  • 兆豐-台中港 41 left
    sold 45%· ~59 sessions to clear
  • 群益金鼎-大甲 23 left
    sold 62%· paused recently

Desks

  • 新加坡商瑞銀 -724
    hedge desk · will cover
  • 凱基-台北 -492
    day-trade · selling pressure
  • 兆豐-忠孝 -469
    unclassified
  • 美商高盛 -446
    hedge desk · will cover
Still selling 263 lots ~59 sessions to bottom at most
Recent buy/sell force +1,057 absorbed / -329 sold buyers slightly ahead
Hedge-desk net short -795 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)

Weak direction: big-holder share fell while retail share rose.

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 29.2%

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

59 historical occurrences (since 2014-01-08)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 61.2%, Sample 49, Median +2.07%, Excess +2.67%, Beat mkt rate 51%；60-day: Win 61.7%, Sample 47, Median +4.83%, Excess +10.03%, Beat mkt rate 61.7%；120-day: Win 70.5%, Sample 44, Median +13.15%, Excess +21.7%, Beat mkt rate 70.5%

120 days after: historical avg +24.67%

20-day +3.96%
60-day +13.59%
120-day +24.67%
20-day
60-day
120-day
Win
61.2%
61.7%
70.5%
Sample
49
47
44
Median
+2.07%
+4.83%
+13.15%
Excess
+2.67%
+10.03%
+21.7%
Beat mkt rate
51%
61.7%
70.5%

Over 44 occurrences, 120-day forward avg gained 24.67%, beat the market by 21.7 pts; win rate 70.5%.

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.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 295+46.1% +52.8% 85.4% +27.3%
20-40 547+41.4% +16.6% 74.6% +26.3%
40-60 You are here444+34% +6.8% 66% +8.4%
60-80 567+18% -10.4% 38.1% -4%
80-100 6Insufficient data

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 ≈ 14.36, at the 44.6th 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
+29%
Win rate 71.9% Excess +22.5%
313d
Now
+26.9%
Win rate 70.1% Excess +19%
502d
+6.2%
Win rate 56.6% Excess -12.2%
410d
60-day momentum down
+20.4%
Win rate 74.9% Excess +12.4%
355d
-4.6%
Win rate 31.9% Excess -10.3%
251d
+10.4%
Win rate 68.9% Excess -7.3%
148d

Currently in “Mid × 60-day momentum up”: across 502 historical days, 120-day forward avg gained 26.9%, win rate 70.1%, beat the market by 19%.

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.

18 times historically; 60-day forward avg +8.51%, win rate 47.1%, beating the market by +4.78 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.

42 times historically; 60-day forward avg +7.11%, win rate 63.4%, beating the market by +2.22 pts on average.

What does 緯致 do? Company profile

資訊服務業／軟體外包服務／IT技術服務 櫃買中心上櫃

Overview

4953 為櫃買中心上櫃普通股，股票簡稱市場資料仍常見「緯軟」，公司於 2026 年 6 月公告由「緯創軟體股份有限公司」更名為「緯致科技股份有限公司」。公司成立於 1992/06/01，2014/01/08 上櫃，總部位於新北市汐止區新台五路一段93號32樓，董事長暨總經理為蕭清志，英文簡稱 WITS，英文名稱 WITS Corp.。依公開資料，主要經營業務為軟體外包服務，產業類別為資訊服務業。實收資本額約新台幣 7.31 億元，已發行普通股約 7,314.70 萬股；2025 年底至 2026 年公開網站資料所列股本為 731,470,140 元。2024 年報揭露截至 2025/04/10 員工 1,455 人，其中技術人員 1,318 人、銷售人員 18 人、營運支援 119 人；另 104 人力銀行公司簡介稱全球專業人才超過 15,000 名，推測包含中國、日本、美國、印度等據點與交付團隊口徑，與年報母公司員工口徑不同。主要股東依 2024 年報截至 2025/03/29：緯創數技投資控股 22.96%、蕭清志 4.89%、鼎創有限公司 1.79%、張成凱 1.64%、中國信託商業銀行受託保管緯創軟體發行予北京子公司陸籍員工之集合投資專戶 1.60%、林憲銘 1.37%、日商 COMMERCE ONE HOLDINGS 1.33%、陳顏鴻 1.20%、劉建民 0.92%、楊清雄 0.74%。

Business

緯致科技定位為資訊技術服務與科技服務公司，核心商業模式是以專業工程師、顧問與交付團隊，為企業客戶提供軟體研發、軟體開發、軟體測試、系統維運、資料處理、數位轉型、BPO 業務流程委外、產品全球化與多語系工程服務。2024 年報揭露營收結構為技術服務收入 100%，2024 年合併營收 102.65 億元、年增 16.11%，2025 年公司網站揭露全年營收 116.04 億元、年增 13.04%。區域結構依 2024 年報：大陸 72.76%、台灣 14.82%、日本 6.68%、美國及其他 5.74%，顯示大陸仍為最大市場。服務項目包括 AI、大數據、區塊鏈、雲服務、IoT、資安、軟體生命週期服務、數位轉型諮詢、碳管理與低碳轉型數位方案、BPO、產品全球化服務；產品全球化服務涵蓋超過 100 種主要語言，應用於 IT、自動化、市場行銷、醫療、娛樂、互聯網等產業。公司客戶以企業客戶為主，年報揭露服務財富 500 強與跨國知名企業，但具體客戶多以代號揭露；2024 年有單一 A 公司銷貨 18.23%，112 年為 11.90%，存在一定客戶集中度。主要終端應用產業包含高科技與互聯網、半導體與製造、金融、健康醫療、新能源智慧汽車、育樂／遊戲等，並在 AI 客服、AI 推薦演算法、AI 審核、雲原生平台、RPA、自動化測試、SAP S/4HANA ERP 導入、半導體製造執行系統與設備自動化、智慧車聯網與自動駕駛資料標註、醫療影像 AI 等領域提供專案服務。

Outlook 2025–2028

2025 至 2028 年展望以 WITS 3.0 五年計畫、AI 與半導體雙主軸為核心。2025 年公司經營方針強調延續 WITS 3.0，推動生成式 AI、模型推論、AI Agent、數位孿生、AI 人才交付、GPU 加速軟硬體整合 AI 應用開發、國際人才與技術夥伴生態圈，並深化互聯網企業合作、布局遊戲產業與機器人應用場景。2026 年更名為緯致科技後，品牌定位由傳統 IT 軟體服務擴展為融合 AI、半導體與全球交付能力的科技服務模式，AI 與半導體為兩大核心發展方向。成長動能包括：企業數位轉型、生成式 AI 與 AI Agent 落地、雲端與資料治理需求、資安與合規需求、台灣半導體與智慧製造自動化需求、日本 SAP S/4HANA 與雲端升級需求、美國 AI 與資料分析高附加價值委外需求，以及全球企業因 IT 人才不足而提高委外比例。公司有利因素為長期大型企業客戶基礎、全球交付能力、台灣／大陸／日本／美國據點、緯創集團背景與軟硬整合潛力、AI 與半導體服務題材。不利因素與風險包括：大陸市場占比高且受經濟疲弱、地緣政治與客戶預算波動影響；新能源智能汽車客戶財務風險曾造成壞帳損失；國際大型 IT 服務商與印度／中國本土外包商競爭；AI 技術迭代快、人才招募與留任成本上升；單一大客戶 2024 年占銷貨 18.23%，需關注集中度；匯率、跨境法規、資料隱私與資安合規要求提高。2026 至 2028 年具體財務預測未由公司正式揭露，本段為依公司公開策略與產業趨勢整理之研究判斷。

Supply Chain

Upstream
  • 甲公司 2024 年報揭露之主要供應商代號；2023 年進貨 59,148 千元、占 12.07%，2024 年進貨 37,824 千元、占 8.05%，公司未揭露真實名稱與是否掛牌。
  • 雲端平台、AI 工具、軟硬體與開發平台供應商 年報將上游定義為技術合作夥伴，涵蓋軟硬體供應商、開發平台、雲平台、大數據與 AI 工具解決方案公司；公司未逐一揭露具體企業名稱。
  • 緯創資通股份有限公司 3231 緯致科技屬緯創資通集團相關公司；主要股東為緯創數技投資控股。集團背景提供品牌、客戶與軟硬整合潛在資源，但年報未將緯創資通列為主要供應商。
  • 人才培訓機構、校園與人才庫合作夥伴 資訊服務業以人才為主要交付資源；年報將人才生態圈列為上游，包括校園、培訓機構與人才庫合作夥伴。
Downstream
  • A公司 2024 年報揭露之主要客戶代號；2024 年銷貨 1,871,854 千元、占年度銷貨 18.23%，2023 年占 11.90%；公司未揭露真實名稱、產業與是否掛牌。
  • 互聯網與高科技企業客戶 公司深耕高科技與互聯網客戶，提供雲計算、邊緣計算、AI、商業智慧、區塊鏈、資料處理與數位轉型服務；多為跨國或大陸大型企業，年報未揭露具體名單。
  • 金融機構與金融科技客戶 提供數位行為分析、數位流程優化、數位通路、大數據倉儲、Open API、企業中台、微服務架構與合規自動化相關系統開發。
  • 半導體與製造業客戶 提供 IC 設計測試協作、周邊測試軟體工具、晶圓製造資源規劃、生產自動化、MES 升級、機台自動化、良率數據分析與產線現場營運服務。
  • 新能源智慧汽車客戶 提供智慧駕駛、智慧座艙、定位技術、車聯網、能源轉型、AI 與大數據分析、軟體開發與測試、自動駕駛資料標註與多語工程化服務；年報提示此產業財務風險與競爭加劇。
  • 健康醫療與智慧醫療客戶 提供醫療影像 AI、深度學習模型、器官影像偵測與切圖、雲端臨床試驗醫學影像平台等服務；公司未揭露客戶名稱。

Competitors

  • 精誠資訊股份有限公司 6214 台灣資訊服務龍頭之一，業務涵蓋系統整合、軟體開發、雲端、資安與 AI 服務，與緯致在企業數位轉型與資訊服務案源上競爭。
  • 凌群電腦股份有限公司 2453 台股資訊服務與系統整合公司，常被列為緯軟／緯致同業競爭對手。
  • 三商電腦股份有限公司 2427 資訊服務與系統整合業者，與緯致在企業、政府與金融資訊服務市場部分重疊。
  • 華經資訊企業股份有限公司 2468 台股資訊服務公司，常見於資訊服務族群同業比較。
  • 資通電腦股份有限公司 2471 資訊軟體與系統整合服務商，與緯致在企業軟體、系統導入與維運服務上有競爭。
  • 敦陽科技股份有限公司 2480 系統整合、資訊服務與資安相關業者，為台股資訊服務族群同業。
  • 宏碁資訊服務股份有限公司 6811 雲端、AI、資安與企業資訊服務公司；2026 年媒體報導常與緯軟並列資服業成長業者。
  • 邁達特數位股份有限公司 6112 企業 IT、雲端與資安服務商，與資訊服務與系統整合市場部分重疊。
  • Tata Consultancy Services 印度上市大型 IT 服務商；全球資訊委外市場重要競爭者，具規模與成本優勢，非台股掛牌。
  • Infosys 印度上市大型 IT 服務商，全球軟體委外、數位轉型與企業服務競爭者，非台股掛牌。
  • 中國大陸本土 IT 外包與數位服務商 大陸為緯致最大營收區域，本土廠商具人力成本、客戶在地化與政策優勢；多數具體競爭者未於年報列名。
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.