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2397

友通 Computer & Peripherals 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 友通 to your watchlist to track signal changes on your next visit.
Valuation 52Quality 51Growth 71Momentum 51Chips 93

Is 友通 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 47th market percentile. Latest quarterly ROE ≈ 2.1%.

  • Valuation is neutral.PE is in the 57th market percentile; within its own history, PE is around the 95th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 12.1% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 27.0%, 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

Bearish -0.30
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 國票-北高雄 holds 1,752 lots
  • sellers have 265 lots left, ~180 sessions to clear

Window from 2026-01-17 · Price +1% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 國票-北高雄 has accumulated 1,752 lots since the start (sold 0%), still adding.
  • Main distributor 亞東-板橋 peaked at 219 lots, has sold 87%, 28 left, ~3 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -3.56pp, mid holders +4, retail +2.78pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -209 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
國票-北高雄美商高盛新加坡商瑞銀台灣摩根士丹利摩根大通凱基-三重
Distributing
亞東-板橋新光-台中玉山-數位華南永昌-鶯歌新光元大-土城永寧
Desks
own scale
台新凱基-台北元大-府城康和-石牌
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 國票-北高雄 +1,752
    sold 0%· still adding
  • 美商高盛 +861
    sold 0%· still adding
  • 新加坡商瑞銀 +691
    sold 0%· still adding
  • 台灣摩根士丹利 +675
    sold 3%· still adding
  • 摩根大通 +420
    sold 4%· still adding
  • 凱基-三重 +189
    sold 0%· still adding

Distributing

  • 亞東-板橋 28 left
    sold 87%· ~3 sessions to clear
  • 新光-台中 65 left
    sold 39%· ~22 sessions to clear
  • 玉山-數位 30 left
    sold 70%· ~4 sessions to clear
  • 華南永昌-鶯歌 51 left
    sold 41%· paused recently
  • 新光 36 left
    sold 46%· ~180 sessions to clear
  • 元大-土城永寧 11 left
    sold 78%· paused recently

Desks

  • 台新 -6,719
    unclassified
  • 凱基-台北 -201
    day-trade · selling pressure
  • 元大-府城 -143
    unclassified
  • 康和-石牌 -125
    unclassified
Still selling 265 lots ~180 sessions to bottom at most
Recent buy/sell force +1,999 absorbed / -273 sold buyers slightly ahead
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 27.02%

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

103 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 50.5%, Sample 91, Median +0.13%, Excess +0.05%, Beat mkt rate 45.1%；60-day: Win 49.4%, Sample 89, Median -0.33%, Excess +0.19%, Beat mkt rate 51.7%；120-day: Win 50%, Sample 88, Median +0.07%, Excess -1.14%, Beat mkt rate 46.6%

120 days after: historical avg +2.04%

20-day +0.22%
60-day +1.69%
120-day +2.04%
20-day
60-day
120-day
Win
50.5%
49.4%
50%
Sample
91
89
88
Median
+0.13%
-0.33%
+0.07%
Excess
+0.05%
+0.19%
-1.14%
Beat mkt rate
45.1%
51.7%
46.6%

Over 88 occurrences, 120-day forward avg gained 2.04%, lagged the market by 1.14 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)
0-20 676+30.8% +27.5% 99.7% +13.2%
20-40 363+18.1% +20.3% 74.9% -4.2%
40-60 493+9.9% +8.9% 61.1% -4.3%
60-80 487+11.6% +7.8% 64.3% -12%
80-100 You are here1009+4% +3.4% 56% -7.1%

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 ≈ 26.51, at the 95.1th 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
+17.4%
Win rate 85.6% Excess +10.1%
459d
+6.3%
Win rate 57.7% Excess +0.3%
452d
Now
-1.2%
Win rate 44.1% Excess -7.2%
961d
60-day momentum down
+19.3%
Win rate 91.2% Excess +11%
465d
+6.5%
Win rate 59.6% Excess -5.3%
329d
+2.6%
Win rate 54.6% Excess -11.7%
476d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 961 historical days, 120-day forward avg declined 1.2%, win rate 44.1%, lagged the market by 7.2%.

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.

27 times historically; 60-day forward avg +1.95%, win rate 59.3%, beating the market by -1.3 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.

58 times historically; 60-day forward avg +3.24%, win rate 57.1%, beating the market by -0.19 pts on average.

What does 友通 do? Company profile

電腦及週邊設備業；工業電腦、嵌入式系統、邊緣 AI 運算平台 台灣證券交易所上市

Overview

友通資訊股份有限公司成立於1981年7月14日，英文名稱 DFI Inc.，總部位於新北市汐止區新台五路一段97號10樓，股票於2000年1月15日上市。依公開公司資料，董事長為陳其宏，總經理為田芝穎，發言人為黃麗敏；股本新台幣1,144,888,570元，已發行普通股114,488,857股。公司隸屬明基友達／佳世達集團，2017年成為佳世達集團旗下公司。依2024年年報，截至2025年3月31日從業員工合計653人，2024年度為665人。主要股東依2025年停止過戶資料包括佳世達科技股份有限公司持股51,609,986股、約45.08%，英屬維京群島商 GORDIAS INVESTMENTS LIMITED 持股13,155,997股、約11.49%，達利貳投資股份有限公司持股9,175,109股、約8.01%；其餘主要股東尚包括林志宏、英屬維京群島商 Hyllus INVESTMENT LIMITED、達利投資股份有限公司、花旗託管瑞銀歐洲SE投資專戶、黃牧箴等。2024年公司配發股東現金股利每股新台幣3.4元之董事會決議載於年報。公司主要營業項目為電腦主機板、工業用電腦及特殊專用平台（ACP）。

Business

友通是工業電腦與嵌入式解決方案供應商，主要從事工業用電腦板卡、邊緣運算電腦、觸控液晶電腦的設計、製造、生產、銷售與售後服務，並提供 AI 雲到端算力產品。2024年營收結構為：工業用電腦板卡及系統新台幣55.05億元、占57.44%；工業自動化控制新台幣20.55億元、占21.44%；其他新台幣20.23億元、占21.12%；合計營業淨額新台幣95.84億元。2026年第一季公司簡報揭露銷貨淨額新台幣30.31億元，應用別約為 Automation 46%、Embedded 36%、Security 18%；區域別為亞太51%、歐洲中東非洲26%、美洲23%；產品別為 OT Service 45%、Computer on Module 24%、AI Security 18%、Computer in Box 8%、Computer with Panel 5%。主要產品包括邊緣智能運算電腦、工業級電腦主機板、嵌入式電腦模組、嵌入式電腦系統、工業級系統、加值周邊模組、工業級平板電腦、工業級顯示器、醫療應用平板與顯示器、車載應用電腦系統與平板電腦。主要應用垂直市場包含工廠自動化、交通運輸、智慧城市物聯網、智慧醫療、軍事國防、博弈、零售與智慧能源。商業模式以標準品、客製化開發、ODM/OEM、系統整合及售後服務並行，核心價值在長生命週期供貨、工業級可靠度、客製化與快速導入。2024及2023年度均無單一客戶達合併營收10%以上，主要客戶名稱未揭露。

Outlook 2025–2028

2025至2028年展望以邊緣 AI、工業自動化、智慧醫療、交通、能源、國防軍工、網通安全與區域化供應鏈為主軸。公司2025年短期計畫聚焦提升品牌價值與市場滲透、加速 AI 與邊緣計算產品升級、針對垂直市場推出創新解決方案；長期計畫則包含深化東南亞、南亞、非洲等新興市場、本地化服務、ARM與x86平台研發、物聯網生態系、模組化設計與高效率客製化服務。2026年第一季簡報顯示，友通將邊緣 AI 基礎架構定位為核心，應用案例涵蓋美國工廠自動化控制板、新加坡 Defense AI Computing、丹麥 AMR 機器人／物流、印度加油站邊緣資料整合系統，並推出 NVIDIA Jetson Orin/GMSL、Mobilint、AI Vision/VLM 等邊緣 AI 方案。製造面，2026年公司規劃 PCBA 產能目標增加45%，系統組裝目標成長4.75%，製造據點包括台灣桃園、中國蘇州、越南河內。產業面，工業電腦正由傳統設備控制與資料擷取平台升級為具備 AI 推論、本地即時運算與系統整合能力的智慧節點，邊緣 AI、即時分析、自動化決策與資料主權需求有利於工業電腦升級。公司年報引用外部機構預測，邊緣 AI 硬體與邊緣運算支出具中長期成長性。主要成長動能為：AI 應用從雲端訓練走向場域部署；工廠自動化、機器人、國防、醫療、交通、網安設備對高可靠度平台需求提升；佳世達集團資源與邊緣運算基礎設施定位；區域化製造需求帶動台灣、越南等產能配置。主要風險與挑戰為：歐洲景氣放緩、通膨與地緣政治；美國製造與供應鏈在地化增加成本；品牌客戶要求供應鏈遷出中國造成產能與零組件調整壓力；CPU、記憶體、AI 模組等關鍵零組件可能因 AI 伺服器需求排擠而供應吃緊與價格波動；工業電腦硬體規格標準化與競爭者眾，使毛利與差異化壓力上升；2027年歐盟 CRA 資安法規等認證要求也可能提高合規成本。2026至2028具體財務數字未由公司正式提供，雙位數成長與中長期成長判斷屬依公司法說與產業趨勢之推估。

Supply Chain

Upstream
  • Intel 美國上市公司；年報指出友通已與 Intel 等 AI 應用重要運算核心供應商建立策略夥伴關係，供應或支援 x86 CPU、晶片平台與邊緣／伺服器運算平台。
  • AMD 美國上市公司；年報列為 AI 應用重要運算核心供應商之一，友通計畫開發 AMD Hawk Point 邊緣 AI 電腦並投入高階伺服器平台研發。
  • Qualcomm 美國上市公司；年報列為策略夥伴，友通計畫開發高通 AI 平台，包含 OSM、SMARC 模組及 SBC 小尺寸電腦。
  • NVIDIA 美國上市公司；2026年第一季簡報揭露 DFI x NVIDIA Jetson Orin-based Edge AI Platforms，支援 Vision AI、GMSL2、最高275 TOPS 等邊緣 AI 視覺應用。
  • Mobilint 非台股掛牌或未確認台股掛牌；2026年第一季簡報列示 DFI x Mobilint 共同行銷高效能邊緣 AI 解決方案。
  • Hailo 非台股掛牌；年報提及 Hailo 等 AI 元件可由客戶依技術或價格選用組合，屬 AI 加速器／邊緣 AI 元件供應鏈。
  • Deepx 非台股掛牌或未確認台股掛牌；年報提及 Deepx 等 AI 元件可由客戶依技術或價格選用組合。
  • 主要原料供應商 年報未揭露具名供應商；主要原料包括積體電路含晶片組、印刷電路板、被動元件、記憶體、硬碟機、電源供應器、儲存設備、機箱、各式附加卡及其他重要零組件。2024年最大進貨供應商以 A 供應商匿名揭露，占進貨淨額9.53%，未達10%。
Downstream
  • 系統整合商 年報供應鏈圖列為工業電腦下游；採用友通板卡、模組、系統與邊緣 AI 平台，整合至工廠自動化、交通、醫療、國防、能源、零售等專案。
  • ODM／OEM 客戶 年報供應鏈圖列為下游；友通以標準品、客製化衍生機種及 ODM 服務支援客戶產品或整體解決方案，具體客戶名稱未揭露。
  • 區域經銷商 年報供應鏈圖列為下游通路；協助區域銷售與服務，具體企業名稱未揭露。
  • 工廠自動化與智慧製造客戶 終端應用包含機器手臂、自動運輸車、視覺檢測、輸送帶分流、產線自動化、遠端維護；2026年第一季應用別 Automation 占46%。
  • 智慧醫療、智慧交通、國防軍工、能源與零售應用客戶 終端應用客戶多未具名；公司年報與簡報列為主要垂直市場，包含醫療顯示與平板、車載系統、Defense AI Computing、加油站邊緣資料整合、智慧零售與博弈等。

Competitors

Sources（10）

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.