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2359

所羅門 Other Electronics As of 2026-06-17 Updated daily after market close

quality needs a look, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 所羅門 to your watchlist to track signal changes on your next visit.
Valuation 24Quality 38Growth 87Momentum 51Chips 46

Is 所羅門 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 20th market percentile. Latest quarterly ROE ≈ 2.3%.

  • Valuation is high.PE is in the 83th market percentile; within its own history, PE is around the 87th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 0.1% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 66.8%, 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

Bullish +0.19
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 新加坡商瑞銀 holds 673 lots
  • sellers have 1,133 lots left, ~102 sessions to clear

Window from 2026-01-17 · Price +0% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 新加坡商瑞銀 has accumulated 673 lots since the start (sold 12%), still adding.
  • Main distributor 美林 peaked at 847 lots, has sold 75%, 213 left, ~29 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -0.06pp, mid holders +4, retail -1.17pp — little change.
  • Foreign hedge-desk net short Net short -185 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
新加坡商瑞銀元大-鳳山凱基-桃園元大-雙和凱基-高雄元大-楊梅
Distributing
美林摩根大通台灣摩根士丹利美商高盛元大證券港商野村
Desks
own scale
華南永昌-桃園富邦-陽明富邦-永和福邦證券
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 新加坡商瑞銀 +673
    sold 12%· still adding
  • 元大-鳳山 +180
    sold 10%
  • 凱基-桃園 +124
    sold 0%· still adding
  • 元大-雙和 +89
    sold 0%
  • 凱基-高雄 +74
    sold 0%
  • 元大-楊梅 +69
    sold 0%

Distributing

  • 美林 213 left
    sold 75%· ~29 sessions to clear
  • 摩根大通 235 left
    sold 71%· ~102 sessions to clear
  • 台灣摩根士丹利 125 left
    sold 84%· ~7 sessions to clear
  • 美商高盛 300 left
    sold 29%· paused recently
  • 元大證券 129 left
    sold 65%· ~12 sessions to clear
  • 港商野村 200 left
    sold 35%· paused recently

Desks

  • 華南永昌-桃園 -180
    unclassified
  • 富邦-陽明 -168
    unclassified
  • 富邦-永和 -168
    unclassified
  • 福邦證券 -158
    unclassified
Still selling 1,133 lots ~102 sessions to bottom at most
Recent buy/sell force +993 absorbed / -729 sold buyers slightly ahead
Hedge-desk net short -21 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 66.8%

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

52 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 56.9%, Sample 51, Median +0.84%, Excess +1.65%, Beat mkt rate 54.9%；60-day: Win 60%, Sample 50, Median +1.33%, Excess +4.57%, Beat mkt rate 44%；120-day: Win 50%, Sample 50, Median +0.1%, Excess +2.23%, Beat mkt rate 40%

120 days after: historical avg +11.02%

20-day +3.38%
60-day +9.25%
120-day +11.02%
20-day
60-day
120-day
Win
56.9%
60%
50%
Sample
51
50
50
Median
+0.84%
+1.33%
+0.1%
Excess
+1.65%
+4.57%
+2.23%
Beat mkt rate
54.9%
44%
40%

Over 50 occurrences, 120-day forward avg gained 11.02%, beat the market by 2.23 pts; win rate 50%.

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)
0-20 625+16.3% +7.3% 64.2% -1.6%
20-40 526+104% +57% 68.4% +82.2%
40-60 236+99.3% +28.1% 63.1% +77.1%
60-80 515+9.3% -0.4% 49.1% -1.9%
80-100 You are here776+17.7% +19.6% 68.6% +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 ≈ 68.04, at the 87.2th 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
+9.7%
Win rate 53.7% Excess +2.7%
542d
+56%
Win rate 56.1% Excess +46%
326d
Now
+10.5%
Win rate 51.4% Excess +4.8%
784d
60-day momentum down
+31%
Win rate 69.6% Excess +21.2%
450d
+28.6%
Win rate 78.4% Excess +17.1%
176d
+8.1%
Win rate 55.8% Excess -8.6%
520d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 784 historical days, 120-day forward avg gained 10.5%, win rate 51.4%, beat the market by 4.8%.

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.

23 times historically; 60-day forward avg +14.82%, win rate 47.8%, beating the market by +12.19 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.

62 times historically; 60-day forward avg +4.3%, win rate 54.1%, beating the market by -0.18 pts on average.

What does 所羅門 do? Company profile

其他電子業；工業自動化、AI機器視覺、能源設備與電子通路 台灣證券交易所上市

Overview

2359 經網路與公開資料確認為台灣證券交易所上市普通股，證券名稱為所羅門。公司公開資料列設立日期為1990/05/07，掛牌上市日期為1996/12/19；公司官網另稱所羅門集團源起於1973年電子元件代理行銷，兩者口徑不同，本文以公開資訊之設立日作公司登記口徑，並保留集團源起1973年的歷史脈絡。總部位於台北市內湖區行忠路42號6樓。董事長兼總經理為陳政隆，發言人為黃世昌。Yahoo股市資料時間2026/02/12顯示股本為新台幣1,714,710,520元、已發行普通股171,471,052股、董監持股比例約19.91%。官方114年主要股東名冊顯示，主要股東包括陳政隆14,797,057股、陳呂素玉12,071,843股、鑫利投資10,489,114股、陳健三7,594,377股、陳娟娟5,739,267股、魯夫投資6,130,000股、摩力投資2,748,803股、楊玉聘1,893,360股等，且多數屬陳氏家族或其投資公司關係。員工規模方面，104人力銀行揭露所羅門股份有限公司員工約730人；2024永續/CSR資料中另出現公司或集團員工總人數310、376等口徑，可能因母公司、集團、統計範圍不同而異，故僅能視為不同揭露口徑。

Business

所羅門由電子零組件代理、發電機與LCD模組業務起家，近年轉型為AI視覺、3D機器視覺、機器人應用、自動化控制、能源設備、光電顯示與電子通路的整合方案供應商。公司官網列示主要產品/事業處包括自動控制事業處、元件通路事業處、光電事業處、機器人應用事業處、視覺事業處、Cummins事業部、盈門能源科技、電力品質部、燃氣發電事業部。主要收入模式包括代理銷售國際品牌工業控制與能源設備、提供發電機/燃氣發電/電力品質系統設計與維保、銷售LCD/LCM與電子零件，以及自行開發AI視覺軟體與機器人解決方案。2026年4月法說會資料顯示，2025年合併營收42.48億元，年增21.27%；部門別營收比重為機電事業群40%、智動化事業群29%、光電製造業21%、電子通路業8%、其他2%。2024年相對比重為機電事業群48%、光電製造業22%、智動化事業群22%、電子通路業7%、其他1%，顯示2025年智動化比重明顯提升。AI視覺產品涵蓋機器人料箱揀選、拆棧、視覺導引組裝/點膠/量測、AI瑕疵檢測、OCR、分類、量測、穿戴式與移動式AI、SOP驗證、監控、異常偵測與訂單核對等，應用於半導體、面板、電子、電腦、AOI、倉儲物流、機械、石化、化學、零售、醫藥、食品、鞋業、汽車、汽車零組件、建設、運輸、鏡頭、電信、醫院、鋼鐵、線纜、玻璃等產業。能源與機電業務則代理/整合柴油與燃氣發電機、ATS自動切換開關、並聯系統、動態UPS、匯流排與周邊工程維修。

Outlook 2025–2028

2025至2028年展望核心在兩條主線：一是AI資料中心、半導體廠房與海外建廠需求帶動機電/發電機訂單；二是AI視覺由單純軟體銷售升級為模組化系統與設備，拉高單案價值與客戶黏著度。公司2026年4月法說會指出，發電機能源事業成長動能來自半導體廠房與AI數據中心興建、台灣公司投資海外工廠、全球AI資料中心擴增造成發電機組供不應求，交期約10至15個月，且資料中心容量需求提升，每台2000kW至2500kW以上。2026年6月股東會相關報導指出，2025年AI相關解決方案表現倍增，2026年公司希望仍有較大成長；AI方案朝軟硬整合模式發展以提升ASP，歐美客戶發展較快，累積約五、六百個AI業務客戶，重複購買比率約四成；上半年發電機訂單量已超過前一年全年，下半年若陸續交貨將帶動業績。AI視覺方面，公司法說資料揭露將以AI視覺軟體為基礎發展模組化解決方案與設備，單價可提升20至50倍，2026年解決方案與設備預計訂單占比達六成。中長期至2028年的機會包括AI伺服器與資料中心建置週期、半導體先進製程/封測自動化、製造業缺工與良率提升需求、人形機器人與AMR/機器手臂視覺感知需求、AI瑕疵檢測與無程式碼工作流程平台滲透率提升。主要風險包括：AI視覺專案驗證與導入期長、軟硬整合專案毛利率波動、發電機業務交期與出貨認列不確定、代理業務受原廠供貨與匯率影響、全球貿易摩擦與關稅、資料中心建置時程遞延、AI機器人商業化速度不如預期、競爭者在工業AI/自動化平台投入加劇，以及公司揭露之預測性資訊本身具有市場需求、價格波動、競爭情勢、國際經濟與匯率風險。

Supply Chain

Upstream
  • Cummins Power Generation 所羅門自1984年起代理Cummins重型柴油引擎與發電機相關產品；Cummins為美國上市公司，非台股掛牌。
  • GE Jenbacher／GE Waukesha／GE Gas Turbine 燃氣發電機組、燃氣引擎與渦輪發電設備來源；屬GE Vernova/GE相關國際品牌體系，非台股掛牌。
  • Generac 小型燃氣發電機組、雙燃料發電機組合作/代理產品來源；美國上市公司，非台股掛牌。
  • Piller 動態UPS與飛輪儲能設備供應品牌；德國企業，非台股掛牌。
  • Siemens 匯流排與工業自動化相關產品供應品牌；德國上市公司，非台股掛牌。
  • Rockwell Automation 公司官網揭露2009年獲美國Rockwell Automation指定為台灣總經銷商；美國上市公司，非台股掛牌。
  • NVIDIA AI視覺與機器人方案使用NVIDIA Isaac、CUDA-X、Jetson等平台或生態合作；美國上市公司，非台股掛牌。
  • SMC 公司歷史資料提及整合空壓SMC全系列產品、機器視覺、機械手臂與傳動產品線；日本上市公司，非台股掛牌。
Downstream
  • 英業達 2356 與NVIDIA、所羅門合作導入協作型機械手臂系統，結合所羅門AI光檢軟體，用於AI伺服器智慧製造與檢測。
  • American Tower 法說會摘要與市場資料提及為AI視覺相關客戶之一；美國上市公司，非台股掛牌，需以公司後續正式揭露確認。
  • AI資料中心與半導體廠房客戶 能源/發電機訂單主要受AI資料中心與半導體廠房興建需求帶動；公司未逐一揭露客戶名稱。
  • 半導體、面板、電子、倉儲物流、汽車、醫療、食品與製造業客戶 AI視覺、AOI、機器人導引、瑕疵檢測、OCR與自動化控制方案的終端應用客群；多數個別客戶未公開。
  • 台灣公司海外工廠 公司法說指出發電機成長動能之一為台灣公司投資海外工廠；未揭露具體企業名單。

Competitors

  • 研華 2395 工業電腦、工業物聯網、邊緣AI與智慧製造解決方案龍頭，與所羅門在工業AI、IoT與自動化平台存在部分競爭。
  • 台達電 2308 電源、工業自動化、能源管理與資料中心基礎設施供應商，與所羅門在工業自動化與能源/電力解決方案有重疊。
  • 盟立 2464 自動化設備與系統整合廠，與所羅門在智慧製造、機器人與產線自動化方案競爭。
  • 凌華 6166 工業電腦、邊緣運算、機器視覺與自動化控制平台供應商，與所羅門AI視覺/工業AI應用部分重疊。
  • 樺漢 6414 工業電腦與工業物聯網系統整合廠，與所羅門在工業AI與智慧工廠解決方案客群部分重疊。
  • 中興電 1513 重電、電力設備與工程服務供應商；與所羅門能源/電力品質及資料中心電力基礎設施需求有部分競爭或替代關係。
  • 華城 1519 電力設備與變壓器供應商；在AI資料中心、半導體廠電力基礎設施投資題材上與所羅門能源設備業務同受需求帶動，但產品線不同。
Sources（13）

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.