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3028

增你強 Electronics Distribution 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 增你強 to your watchlist to track signal changes on your next visit.
Valuation 60Quality 72Growth 92Momentum 87Chips 13

Is 增你強 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 47th market percentile. Latest quarterly ROE ≈ 11.4%.

  • Valuation is low.PE is in the 24th market percentile; within its own history, PE is around the 75th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -4.0% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 102.5%, 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 +0.53
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 兆豐-南京 holds 6,960 lots
  • sellers have 5,878 lots left, ~86 sessions to clear

Window from 2026-01-17 · Price +77% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 兆豐-南京 has accumulated 6,960 lots since the start (sold 0%), now trimming.
  • Main distributor 美商高盛 peaked at 4,941 lots, has sold 52%, 2,391 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +6.82pp, mid holders +3, retail -6.86pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -1,439 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
兆豐-南京摩根大通凱基-台北富邦-北高雄凱基-新莊元大-北屯
Distributing
美商高盛台灣摩根士丹利美林新加坡商瑞銀元大-台北元大證券
Desks
own scale
國票證券港商野村富邦-港都富邦-新店
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 兆豐-南京 +6,960
    sold 0%
  • 摩根大通 +3,264
    sold 18%· still adding
  • 凱基-台北 +2,176
    sold 0%· still adding
  • 富邦-北高雄 +494
    sold 8%
  • 凱基-新莊 +381
    sold 0%
  • 元大-北屯 +374
    sold 0%· still adding

Distributing

  • 美商高盛 2,391 left
    sold 52%· paused recently
  • 台灣摩根士丹利 1,980 left
    sold 47%· ~15 sessions to clear
  • 美林 1,199 left
    sold 61%· ~10 sessions to clear
  • 新加坡商瑞銀 1,439 left
    sold 42%· ~42 sessions to clear
  • 元大-台北 467 left
    sold 70%· paused recently
  • 元大證券 795 left
    sold 26%· ~86 sessions to clear

Desks

  • 國票證券 -1,906
    unclassified
  • 港商野村 -1,242
    hedge desk · will cover
  • 富邦-港都 -500
    unclassified
  • 富邦-新店 -415
    unclassified
Still selling 5,878 lots ~86 sessions to bottom at most
Recent buy/sell force +2,384 absorbed / -3,459 sold sellers slightly ahead
Hedge-desk net short -1,274 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 102.54%

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

71 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 64.4%, Sample 59, Median +1.69%, Excess +1.34%, Beat mkt rate 54.2%；60-day: Win 73.7%, Sample 57, Median +5.87%, Excess +4.36%, Beat mkt rate 63.2%；120-day: Win 72.2%, Sample 54, Median +11.06%, Excess +5.9%, Beat mkt rate 61.1%

120 days after: historical avg +16.24%

20-day +2.83%
60-day +10.01%
120-day +16.24%
20-day
60-day
120-day
Win
64.4%
73.7%
72.2%
Sample
59
57
54
Median
+1.69%
+5.87%
+11.06%
Excess
+1.34%
+4.36%
+5.9%
Beat mkt rate
54.2%
63.2%
61.1%

Over 54 occurrences, 120-day forward avg gained 16.24%, beat the market by 5.9 pts; win rate 72.2%.

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)
0-20 439+13.9% +12.7% 76.8% +7.7%
20-40 428+11.5% +13.3% 89.5% -1.9%
40-60 318+22.5% +11.5% 94.7% +5%
60-80 You are here922+16.8% +9.6% 71.3% -3.1%
80-100 931+19.7% +9% 82.5% +0.9%

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 ≈ 14.54, at the 75.0th 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
+8.6%
Win rate 73.1% Excess +8.4%
449d
+8.9%
Win rate 68% Excess +0.7%
543d
Now
+9.4%
Win rate 70.5% Excess -2.4%
1179d
60-day momentum down
+10.4%
Win rate 82.5% Excess +4%
315d
+23.3%
Win rate 85.5% Excess +7.8%
145d
+6.4%
Win rate 60.5% Excess -1%
527d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1179 historical days, 120-day forward avg gained 9.4%, win rate 70.5%, lagged the market by 2.4%.

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.

48 times historically; 60-day forward avg +7.27%, win rate 63.8%, beating the market by +2.22 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.

65 times historically; 60-day forward avg +4.77%, win rate 70.3%, beating the market by +0.84 pts on average.

What does 增你強 do? Company profile

電子通路業 台灣證券交易所上市

Overview

3028 為增你強股份有限公司普通股，非 ETF、ETN、特別股、權證或 REIT。公司成立於 1982 年 10 月 6 日，2002 年 8 月 26 日於台灣證券交易所上市，總部位於台北市內湖區新湖二路 250 巷 8 號，統一編號 12401698。TWSE OpenAPI 1150616 資料顯示董事長為陳信義，總經理為周俊光／周俊賢，發言人為周俊賢；實收資本額為新台幣 2,372,411,930 元，已發行普通股 237,241,193 股。2024 永續報告書揭露員工人數 754 人、2024 年營收新台幣 36,437,253 千元、產業類別為電子通路業、主要產品及服務為技術導向加值型半導體零組件通路商。公司董事會於 2024 年改選，董事候選人含周友義、增寶科技投資、佑增投資、增德投資、陳信義、方義雄，以及獨立董事許瑞茂、廖福隆、葉馥菱、李維倩；主要股東持股比例未在本次可直接查核資料中完整取得，故不列數字。

Business

增你強屬加值型半導體零組件通路商，商業模式為取得國內外半導體與電子零組件原廠代理權，向下游客戶銷售元件並提供 FAE 技術支援、參考設計、整體解決方案、供應鏈管理、B2B 系統、Virtual Hub、On-site Hub、境外保稅倉、及時生產與接單生產支援。主要產品包括記憶卡、記憶體、積體電路、電晶體、二極體、功率模組、電源元件、高效能元件、通訊與網路零組件、車用與工業電子零組件等。主要應用涵蓋汽車電子、通訊與網絡、電源供應、資訊運算、工業電子、手持裝置、消費性電子、EMS、新能源技術、AI 伺服器電源與 AIoT。2024 合併財報揭露外部客戶收入主要來自銷售電子零組件，未揭露各產品線占比；依地區別，2024 年中國地區收入新台幣 30,865,183 千元、台灣地區 3,658,847 千元、其他地區 1,913,223 千元，合計 36,437,253 千元，中國地區為主要營收來源。公司營運據點以大中華區為主，包含台灣及中國大陸、香港等地，永續報告書揭露共有 18 個營運據點與 5 個倉儲中心。

Outlook 2025–2028

2025 至 2028 年展望以半導體景氣復甦、AI、高效能運算、電動車、5G、AIoT、工業電源、新能源與教育平板等應用為主要成長動能。公司 2024 永續報告書指出，將聚焦八大產品應用領域，擴增代理產品線，提升 FAE 與研發設計能力，並強化解決方案銷售；新事業發展處尋求新代理線，方向包括新記憶體代理線、光電傳輸模組、AI Server 周邊產品線、電源供應器，以及 GaN、SiC 等高效能功率元件。2025 年公司合併營收約新台幣 41,432,916 千元，較 2024 年成長，顯示電子零組件通路需求回溫；但 2026 年後仍受終端需求、庫存循環、記憶體與功率元件價格波動、人民幣與美元匯率、應收帳款信用風險、代理線變動、上游原廠供貨策略、地緣政治與供應鏈區域化影響。2026 至 2028 年若 AI 伺服器電源、車用電子、工業電源、通訊與新能源應用持續放量，並成功引進新代理線，營收與毛利結構有改善機會；反之，IC 通路業競爭激烈、產品標準化程度高、價格透明、客戶議價能力強，若庫存跌價或終端需求反轉，獲利彈性可能大於營收彈性。以上 2026 至 2028 年為依公司揭露策略與產業趨勢所作之分析性推估，非公司正式財測。

Supply Chain

Upstream
  • 英飛凌科技 德國上市半導體公司，為增你強代理線／供應商之一，產品涵蓋功率半導體、車用、工業與電源管理相關元件；非台股掛牌。
  • Microchip Technology 美國上市半導體公司，為增你強代理線／供應商之一，產品涵蓋 MCU、類比、連接與嵌入式控制元件；非台股掛牌。
  • Diodes Incorporated 美國上市半導體公司，為增你強代理線／供應商之一，供應二極體、分離式元件、類比與電源管理元件；非台股掛牌。
  • ROHM 日本上市半導體公司，為增你強代理線／供應商之一，產品涵蓋功率元件、二極體、電晶體與類比 IC；非台股掛牌。
  • Western Digital 美國上市儲存產品公司，增你強曾揭露 WD 等供應商獎項肯定，屬儲存產品代理線；非台股掛牌。
  • SanDisk 儲存品牌／記憶體產品供應商，增你強歷史代理線之一；非台股掛牌。
  • 義隆電子 2458 台股上市 IC 設計公司，增你強代理線之一，產品可用於觸控、消費性與人機介面相關應用。
  • 譜瑞-KY 4966 台股上市高速傳輸與介面 IC 設計公司，增你強代理線之一。
  • 旺玖科技 6233 台股上櫃 IC 設計公司，增你強代理線之一，產品涉及控制、介面與周邊 IC。
  • 昇佳電子 6732 台股上市感測 IC 公司，增你強代理線之一，產品應用於感測與行動裝置等。
  • 海華科技 3694 台股上市無線通訊模組公司，增你強代理線／供應商之一，與通訊、物聯網應用相關。
  • 乾坤科技 2452 台股上市被動元件與電源相關元件公司，增你強代理線／供應商之一。
Downstream
  • OEM／ODM 系統廠客戶 公司揭露下游客戶包含原廠委託製造與設計客戶，提供 B2B、Virtual Hub、On-site Hub、境外保稅倉與 JIT／BTO 支援；未公開具名客戶清單。
  • EMS 電子製造服務客戶 公司產品應用頁列有 EMS 應用，為電子零組件通路商之下游客戶類型；未公開具名客戶清單。
  • 半導體零組件客戶 永續報告書將半導體零組件客戶列為主要價值鏈對象，增你強提供產品銷售、技術諮詢、FAE 支援與整體解決方案；未公開具名客戶清單。
  • 汽車電子、工業電源、通訊與消費電子終端應用客戶 對應公司八大產品應用領域，包含車用、通訊、電源、工業電子、手持與消費性電子等；多為系統廠與品牌供應鏈，未公開具名客戶清單。

Competitors

  • 大聯大控股 3702 台股上市大型半導體零組件通路商，規模與代理線廣度均為台灣 IC 通路產業主要競爭者。
  • 文曄科技 3036 台股上市半導體零組件通路商，代理線與大中華、亞太及全球市場布局與增你強部分重疊。
  • 至上電子 8112 台股上市電子零組件通路商，記憶體、面板與半導體元件代理業務與增你強有競爭關係。
  • 華立企業 3010 台股上市電子材料與半導體相關通路商，部分電子零組件、材料與系統客戶市場重疊。
  • 威健實業 3033 台股上市 IC 通路商，代理半導體與電子零組件，與增你強同屬電子通路產業。
  • 益登科技 3048 台股上市電子零組件通路商，代理 IC、通訊與嵌入式相關產品，與增你強部分代理與應用市場重疊。
  • 全科科技 3209 台股上櫃電子零組件通路商，提供通訊、半導體與系統整合相關產品。
  • 擎亞電子 8096 台股上櫃電子零組件通路商，代理半導體、記憶體與電子元件，與增你強同業競爭。
  • 敦吉科技 2459 台股上市電子通路與技術服務公司，部分電子零組件代理與技術服務業務可視為同業。
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.