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2497

怡利電 Automobile 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 怡利電 to your watchlist to track signal changes on your next visit.
Valuation 47Quality 65Growth 78Momentum 80Chips 76

Is 怡利電 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 56th market percentile. Latest quarterly ROE ≈ 3.7%.

  • Valuation is neutral.PE is in the 58th market percentile; within its own history, PE is around the 61th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 4.8% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 36.2%, 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

Bullish +0.87
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 永豐金-桃盛 holds 796 lots
  • sellers have 381 lots left, ~325 sessions to clear

Window from 2026-01-17 · Price +15% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 永豐金-桃盛 has accumulated 796 lots since the start (sold 0%), holding.
  • Main distributor 凱基-站前 peaked at 938 lots, has sold 67%, 313 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +3.34pp, mid holders +4, retail -5.69pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -511 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
永豐金-桃盛元大-木柵中國信託-永康永豐金-新店摩根大通彰銀-七賢
Distributing
凱基-站前美商高盛凱基-台北台灣摩根士丹利統一-彰化新加坡商瑞銀
Desks
own scale
國泰-敦南中國信託-文心元大-潮州富邦-仁愛
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 永豐金-桃盛 +796
    sold 0%
  • 元大-木柵 +726
    sold 9%· still adding
  • 中國信託-永康 +709
    sold 0%· still adding
  • 永豐金-新店 +358
    sold 0%
  • 摩根大通 +334
    sold 9%
  • 彰銀-七賢 +325
    sold 0%· still adding

Distributing

  • 凱基-站前 313 left
    sold 67%· paused recently
  • 美商高盛 172 left
    sold 64%· paused recently
  • 凱基-台北 182 left
    sold 37%· paused recently
  • 台灣摩根士丹利 111 left
    sold 48%· paused recently
  • 統一-彰化 80 left
    sold 61%· ~47 sessions to clear
  • 新加坡商瑞銀 117 left
    sold 37%· paused recently

Desks

  • 國泰-敦南 -372
    day-trade · selling pressure
  • 中國信託-文心 -264
    unclassified
  • 元大-潮州 -199
    unclassified
  • 富邦-仁愛 -189
    unclassified
Still selling 381 lots ~325 sessions to bottom at most
Recent buy/sell force +960 absorbed / -193 sold buyers slightly ahead
Hedge-desk net short -118 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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 36.17%

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

93 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 49.5%, Sample 91, Median -0.15%, Excess +1.43%, Beat mkt rate 44%；60-day: Win 50%, Sample 90, Median +0.08%, Excess +8.75%, Beat mkt rate 45.6%；120-day: Win 41.1%, Sample 90, Median -5.67%, Excess +7.59%, Beat mkt rate 37.8%

120 days after: historical avg +11.24%

20-day +2.18%
60-day +10.58%
120-day +11.24%
20-day
60-day
120-day
Win
49.5%
50%
41.1%
Sample
91
90
90
Median
-0.15%
+0.08%
-5.67%
Excess
+1.43%
+8.75%
+7.59%
Beat mkt rate
44%
45.6%
37.8%

Over 90 occurrences, 120-day forward avg gained 11.24%, beat the market by 7.59 pts; win rate 41.1%.

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)
0-20 366-15.3% -20.9% 17.8% -34.7%
20-40 162-30.9% -31% 1.2% -36.9%
40-60 332-12.3% -14.6% 18.4% -39.5%
60-80 You are here488-10.5% -10.7% 24.4% -27.9%
80-100 466+92.3% +63.8% 78.1% +32.2%

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 ≈ 27.17, at the 61.4th percentile of its own history (60-80 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
-15.9%
Win rate 17.5% Excess -21.2%
137d
Now
-10.6%
Win rate 18.5% Excess -20.4%
260d
+13.5%
Win rate 48.3% Excess -8.6%
480d
60-day momentum down
-0.2%
Win rate 42.4% Excess -13.2%
432d
-4.9%
Win rate 22.9% Excess -18.6%
350d
+69.7%
Win rate 73.8% Excess +53.7%
275d

Currently in “Mid × 60-day momentum up”: across 260 historical days, 120-day forward avg declined 10.6%, win rate 18.5%, lagged the market by 20.4%.

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.

20 times historically; 60-day forward avg +9.37%, win rate 50%, beating the market by +6.41 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.

63 times historically; 60-day forward avg +5.8%, win rate 50%, beating the market by +1.77 pts on average.

What does 怡利電 do? Company profile

汽車工業／車用電子 上市（臺灣證券交易所）

Overview

2497 對應怡利電子工業股份有限公司，證券簡稱怡利電，為臺灣證券交易所上市普通股，非 ETF、ETN、權證或特別股。公司創立於1983年6月22日，總部位於彰化縣伸港鄉溪底村工東一路37號，全興一廠同址，另有全興二廠與彰化廠；海外營運與投資據點包含怡利電子科技（江蘇）有限公司、E-LEAD ELECTRONIC (THAILAND) CO., LTD.、E-LEAD ELECTRONIC (INDIA) PRIVATE LIMITED 等。上市日期為2002年2月4日。董事長兼總經理為陳錫勳，副董事長為陳錫蒼，發言人為柯茂全。公開資料顯示資本額約新台幣13.09億元，已發行普通股約130,887,676股；年報截至2025年4月30日合併員工人數為1,182人，其中管理150人、研發224人、製造技術808人。2024年年報列示前十大股東多為創辦及經營家族成員，包含陳錫蒼本人持股8.61%、陳錫勳本人持股8.04%、陳克柔3.97%、陳凱文3.74%、陳克亞3.72%、陳姝汎3.27%、陳暐婷3.13%、陳錫堯2.95%、劉恕華2.21%、劉文明2.19%；部分股東另有配偶或未成年子女持股，前十大股東間存在親屬關係。公司官網稱怡利電子創始於1983年，為汽車電子製造供應商，已打入國際汽車品牌大廠認可的一階供應體系。

Business

怡利電主要定位為車用電子 Tier 1／模組供應商，早期由錄影帶迴帶機、車用免持系統切入汽車供應鏈，1999年正式跨入汽車產業並投入車用影音系統。主要產品包含抬頭顯示器 HUD、WHUD、2D/3D AR HUD、PHUD、倒車顯影、2D/3D環景顯示系統、盲區偵測系統 BSD、數位電子後視鏡、ADAS 先進駕駛輔助系統、車載影音導航主機、後座娛樂系統、有線／無線車用充電器、空氣淨化器、遠視界護眼產品等。2024年合併營收淨額為新台幣46.23396億元，年增約23%，其中車用電子營收43.84723億元、占94.84%，其他營收2.38673億元、占5.16%；2024年外銷占96.22%，主要地區為中國44.34%、印尼26.16%、新加坡12.69%、泰國11.22%、其他國家1.81%，內銷3.78%。公司商業模式以車廠前裝 OE/OES 與區域車廠供應鏈為主，搭配售後與通路服務；產品具客製化、少量多樣、長驗證週期與車規認證門檻。年報揭露主要客戶以代號呈現，2024年前四大客戶合計約46.22%營收，包含新加坡客戶銷售 ADAS 等產品、中國大陸客戶銷售 HUD 增加、印尼客戶銷售音響主機、印尼客戶銷售倒車攝像頭及後座娛樂系統。歷史與媒體資料提及曾導入國瑞 Toyota 新車標準配備，並曾揭露 HUD 主力客戶包含一汽紅旗、吉利汽車、恆大新能源車、東南汽車等中國車廠；2025年法說整理則提到印度 Tata、東南亞 Honda、Mitsubishi、Toyota、Kawasaki 等合作或目標客戶，但此部分屬次級來源，需以公司後續公告驗證。

Outlook 2025–2028

2025至2028年主要成長動能來自汽車電動化、智能化、車載顯示升級、ADAS滲透率提升及區域供應鏈重組。公司2024年年報與2025年度營業計畫明確指出，經營重點為控制成本、加速新產品上市與新市場推展；產品線聚焦3D ARHUD、AI VPA、PHUD、E-mirror、ARHUD Lite、電子式數位後照鏡，以及四輪乘用車以外的智能化產品。中國大陸市場方面，公司稱 ARHUD 銷量居領先地位，期望以3D ARHUD爭取更多車廠專案；但中國車市價格競爭激烈，法說整理指出 HUD 單價壓力可能抵銷出貨成長，為2025至2026年的主要挑戰。印度市場方面，公司規劃2025年上半年量產出貨並持續開拓新案，印度汽車電子滲透率提升與本地大廠合作是中期機會，但也存在付款、法規、在地化與供應鏈執行風險。東南亞方面，泰國廠已是生產基地之一，主要供應東協市場，後續可受惠日系車廠與區域供應鏈；但印尼等車市波動可能影響短期營收。歐美方面，公司目標爭取車廠認證與中國供應鏈替代機會，若 PHUD、3D ARHUD、控制器或車用周邊零組件取得專案，2026至2028年可能成為新成長曲線。長期研發方向包含遠距成像 HUD、2D/3D ARHUD、PHUD、DMS、2D/3D環景、BSD、倒車顯影、行車紀錄器、車道偏移警示、前車距偵測、毫米波雷達應用、車載影音導航與後座娛樂。風險包含中國與全球車廠降價壓力、車規驗證週期長、國際 Tier 1 大廠競爭、匯率與關稅、供應鏈成本、地緣政治、主要客戶集中、車市景氣循環、研發商品化不如預期，以及遠視界護眼產品需求仍待市場驗證。

Supply Chain

Upstream
  • 電子零件／IC與模組供應商 年報列示主要原料包含SMD IC、DVR SOC板、無線充電板等，供應商以代號揭露且未公布實名；屬上游零組件與模組供應商。
  • TFT面板與觸控面板供應商 年報列示TFT、Touch Panel為主要原料，供應情形良好穩定；未揭露具名供應商。
  • PCB、線材、塑膠件、玻璃、鏡頭、馬達供應商 年報列示PCB、線材、塑膠件、玻璃、鏡頭、馬達等為主要原料；供應商以代號呈現，且無進貨總額10%以上之具名供應商。
  • 塑膠製品加工業、金屬沖壓加工業、電子零件業、電線電纜業、TFT面板業、電路板印刷業 公司年報定義之產業上游類別，怡利電本身屬中游車用電子系統與模組廠。
Downstream
  • 新加坡甲客戶 年報匿名揭露之主要客戶，2024年銷售ADAS等產品增加，2024年占合併營收12.66%，2025年第一季占13.47%；未揭露實名。
  • 中國大陸乙客戶 年報匿名揭露之主要客戶，銷售HUD增加，2024年占合併營收11.65%，2025年第一季占13.90%；未揭露實名。
  • 印尼丙客戶 年報匿名揭露之主要客戶，銷售音響主機增加，2024年占合併營收11.07%，2025年第一季占11.58%；未揭露實名。
  • 印尼丁客戶 年報匿名揭露之主要客戶，銷售倒車攝像頭及後座娛樂系統，2024年占合併營收10.84%，2025年第一季占11.83%；未揭露實名。
  • 國瑞汽車／Toyota 公司官網轉載媒體指出車用免持系統曾導入國瑞汽車 Toyota 新車標準配備；國瑞未上市，Toyota為日本上市公司，非台股掛牌。
  • 一汽紅旗、吉利汽車、東南汽車等中國車廠 公司官網轉載媒體曾提及HUD主力客戶包含一汽紅旗、吉利汽車、恆大新能源車、東南汽車等；非台股掛牌，且客戶組合可能隨專案變動。
  • Tata、Honda、Mitsubishi、Toyota、Kawasaki等海外車廠或移動載具客戶 2025年法說會整理提及印度、東南亞與特殊車輛／重型機車市場拓展；多為海外上市或未上市公司，非台股掛牌，屬次級來源資訊。
  • 車廠、經銷商、通路商 公司年報定義之下游銷售對象，包含前裝車廠、區域經銷與售後通路。

Competitors

  • 同致電子 3552 台股上市公司，產品涵蓋車用倒車雷達、影像與駕駛安全相關感測模組，與怡利電 ADAS／倒車顯影／環景系統部分應用重疊。
  • 為升電裝 2231 台股上市公司，車用電子與胎壓偵測、毫米波雷達等產品，與怡利電部分車用安全電子應用有競爭或替代關係。
  • 車王電子 1533 台股上市公司，車用電子、車隊管理、車用控制與電動車相關產品供應商，與怡利電同屬台灣車用電子供應鏈。
  • Garmin 美國上市公司，車載導航、電子與顯示相關產品具全球品牌與通路優勢；非台股掛牌。
  • Bosch 德國大型汽車零組件與車用電子供應商，ADAS、車載電子與系統整合能力強；非台股掛牌。
  • Continental 德國汽車零組件與車用顯示、ADAS、座艙電子供應商，為國際 Tier 1 競爭者；非台股掛牌。
  • Denso 日本上市汽車零組件大廠，供應車用電子、座艙、安全與控制系統；非台股掛牌。
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.