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3171

炎洲流通 Home & Living 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 炎洲流通 to your watchlist to track signal changes on your next visit.

Is 炎洲流通 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 63th market percentile. Latest quarterly ROE ≈ 6.5%.
Valuation is low.PE is in the 24th market percentile; within its own history, PE is around the 61th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 8.0% of volume (net buy).
Strong revenue growth.Latest monthly revenue YoY ≈ 109.8%, 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 +0.77

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
統一 holds 2,994 lots
sellers have 53 lots left, ~115 sessions to clear

Window from 2026-01-17 · Price +49% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 統一 has accumulated 2,994 lots since the start (sold 0%), still adding.
Main distributor 土銀 peaked at 109 lots, has sold 46%, 59 left, paused recently.
TDCC big holders (absolute) >1000-lot holders +9.06pp, mid holders +0, retail -9.09pp — concentration shifting upward.
Foreign hedge-desk net short Net short -136 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

統一永豐金-板新元大-八德中國信託-嘉義元大-內湖永豐金-屏東

Distributing

土銀新光元大-羅東康和-嘉義永豐金-松山元大-成功

Desks

own scale

國票-南崁永豐金-市政臺銀-民權凱基-台北

Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline

Branch details Unit: lots

Accumulating

統一 +2,994

sold 0%· still adding
永豐金-板新 +75

sold 21%
元大-八德 +26

sold 0%
中國信託-嘉義 +22

sold 0%
元大-內湖 +20

sold 0%· still adding
永豐金-屏東 +20

sold 0%· still adding

Distributing

土銀 59 left

sold 46%· paused recently
新光 43 left

sold 39%· paused recently
元大-羅東 10 left

sold 80%· paused recently
康和-嘉義 15 left

sold 67%· ~5 sessions to clear
永豐金-松山 19 left

sold 58%· paused recently
元大-成功 23 left

sold 34%· ~115 sessions to clear

Desks

國票-南崁 -393

unclassified
永豐金-市政 -179

unclassified
臺銀-民權 -93

unclassified
凱基-台北 -85

day-trade · selling pressure

Still selling 53 lots ~115 sessions to bottom at most

Recent buy/sell force +171 absorbed / -68 sold buyers slightly ahead

Hedge-desk net short -23 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 109.78%

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

35 historical occurrences (since 2007-04-23)

120 days after: historical avg -1.45%

20-day +2.85%

60-day +2.77%

120-day -1.45%

20-day

60-day

120-day

Win

46.7%

46.4%

56%

Sample

Median

-0.1%

+2.38%

Excess

-0.57%

-6.06%

-12.75%

Beat mkt rate

46.7%

28.6%

24%

Over 25 occurrences, 120-day forward avg declined 1.45%, lagged the market by 12.75 pts; win rate 56%.

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.

0-20 +29.9%

20-40 +2.6%

40-60 +1.9%

60-80 -6.8% Now

80-100 +77.1%

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	1022	+29.9%	+34.7%	67.6%	+4.1%
20-40	722	+2.6%	-8.4%	41.6%	-11.2%
40-60	355	+1.9%	-5.5%	43.7%	-11.4%
60-80 You are here	172	-6.8%	-6.3%	12.8%	-10.8%
80-100	37	+77.1%	+82.3%	100%	-3.8%

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 ≈ 14.52, at the 60.6th 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

+14.8%

Win rate 68.2% Excess +1.8%

825d

Now

-0.7%

Win rate 47% Excess -13%

234d

+1.5%

Win rate 43.6% Excess -13.9%

181d

60-day momentum down

+9.8%

Win rate 50.7% Excess +1.1%

734d

-4.6%

Win rate 32.8% Excess -7.5%

378d

-22.2%

Win rate 5.6% Excess -19.8%

36d

Currently in “Mid × 60-day momentum up”: across 234 historical days, 120-day forward avg declined 0.7%, win rate 47%, lagged the market by 13%.

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 +7.54%, win rate 53.8%, beating the market by +0.7 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.

13 times historically; 60-day forward avg +3.36%, win rate 41.7%, beating the market by -4 pts on average.

What does 炎洲流通 do? Company profile

居家生活／包裝材料通路與包材整合服務上櫃

Overview

3171 對應證券為上櫃普通股，現名炎洲流通股份有限公司，原名新洲全球股份有限公司，2024 年完成更名，股票代號未變。公司成立於 1990/12/03，股票自 2004/09/17 起於櫃檯買賣中心掛牌交易。總部位於臺北市內湖區行善路397號5樓。董事長為李其政，總經理為江文容，發言人為張詠傑。英文名稱為 Yem Chio Distribution Co., Ltd.，英文簡稱 YCD。公開資料顯示實收資本額約新台幣 3.31 億至 3.54 億元；差異主要來自 2024 年現金減資與後續庫藏股註銷、資料源更新時點不同。公司 2025 年年報揭露 2025 年底員工 162 人，2026/03/31 為 160 人。主要股東為炎洲股份有限公司，年報揭露其持股約 38.86%，為單一最大股東與最終母公司。2025 年公司完成收購聯勝國際科技、星穎科技等高階膠黏材料通路相關企業過半股權並納入合併報表；炎洲集團財報另揭露 2025 年 8 月取得金穎材料過半股權。

Business

公司核心商業模式為包裝材料買賣、通路整合、B2B/B2C 包材供應、物流配送與客製化包材解決方案，而非製造廠；年報明確載明公司無從事製造生產，2025 年營收 100% 來自包裝材料各類產品銷售。主要產品包括膠帶、保護膠帶、雙面膠帶、泡棉膠帶、電子膠帶、鋁箔袋、金屬遮蔽袋、導電袋、抗靜電袋、氣泡片、氣泡袋、泡棉、PE/PP/OPP 塑膠袋、印刷袋、食品袋、夾鏈袋、包裝機械、紙箱、紙棧板、紙袋、瓦楞紙、彩盒、保護膜、收縮膜、食品膜與其他包裝材料。2025 年合併營收 19.11 億元，年增 32%；營業利益 1.75 億元，年增 44%；稅後淨利 1.43 億元，EPS 4.30 元。2025 年銷售地區中，內銷約 79.00%，外銷約 21.00%，其中亞太外銷占 20.99%，較 2024 年外銷占比 2.68% 顯著提高。公司以「包大師」包裝材料連鎖通路與線上/線下新零售作為通路品牌，並依託炎洲集團上游石化原料、中游薄膜、下游塗布與膠帶資源，向電子零組件、資通訊、視聽產品、食品快消、大型 OEM、半導體與 AI 供應鏈客戶提供包材與膠黏材料。2025 年併購聯勝國際科技與星穎科技後，新增電子級與工業級膠帶、膠水等高附加價值產品，強化膠黏材料與包裝應用整體解決方案能力。

Outlook 2025–2028

2025 年已驗證的主要成長動能包括：一、聯勝國際科技與星穎科技等併購標的自第三季起併入合併報表，推升營收與獲利；二、外銷亞太市場快速放大；三、電子級與工業級膠帶、膠水提升產品附加價值；四、AI、半導體、電子零組件、資通訊與快消食品包裝需求帶來專業包材機會。2026 至 2028 年展望以公司公開策略推估，重點包括持續發展新零售模式、擴增業務人員與新客開發、拓展中國與東南亞市場、開發低碳循環包材、全紙化減塑包材、生物可分解與回收再造材料、鎖定 AI 技術與半導體產業鏈的電子精密包裝材料、導入 ERP/CRM 與數位轉型以提升營運效率。長期正面因素為包材通路連鎖化程度低、客製化與一站購足需求提升、ESG 減塑與低碳包材需求、電子產品包裝與保護膜需求成長。主要風險包括原物料價格波動、包材買賣市場價格透明且競爭激烈、業務人才流動與專業知識傳承、減塑與環保法規可能衝擊傳統塑膠包材、海外市場與外貿執行風險、併購後整合風險、供應商品質與交期風險、資安與客戶資料保護風險。公司年報表示進貨與銷貨客戶分散，尚無重大集中風險；但此仍需持續追蹤併購後客戶結構與外銷占比變化。

Supply Chain

Upstream

炎洲股份有限公司 4306 最大股東與集團上游資源提供者；年報揭露 2025 年為關係人供應商，2024 年進貨占 10.80%，2025 年進貨占 7.25%。炎洲集團提供石化原料、薄膜、塗布與膠帶等垂直整合資源。
台灣明尼蘇達礦業製造股份有限公司 3M 在台子公司，未在台股掛牌；年報重要契約列示聯勝國際與星穎科技和其簽有經銷合約，產品與電子級、工業級膠帶及膠水相關。
3M 中國有限公司 3M 中國公司，非台股掛牌；年報列示蘇州明鉅、東莞明穎、廈門聯鉅等與其簽有經銷合約。
3M VIETNAM LIMITED 3M 越南公司，非台股掛牌；年報列示越南聯勝與其簽有經銷合約，反映東南亞膠黏材料通路布局。
德莎膠帶（上海）有限公司 tesa 德莎膠帶上海公司，非台股掛牌；年報重要契約列示包大師與其簽有授權經銷商合同。
台灣富美家股份有限公司未查得台股掛牌；年報重要契約列示產品採購協定，屬包材或相關材料採購來源之一。

Downstream

光寶科技股份有限公司 2301 台股上市電子公司；年報重要契約列示供應商存貨管理合約，推估為電子產業包材、耗材或供應鏈服務客戶之一。
台達電子工業股份有限公司 2308 台股上市電子與電源管理公司；年報重要契約列示採購合約，屬電子/資通訊客戶群。
華通電腦股份有限公司 2313 台股上市 PCB 廠；年報重要契約列示採購合約，屬電子零組件與精密包材應用客戶群。
健策精密工業股份有限公司 3653 台股上市散熱與導線架廠；年報重要契約列示採購合約，屬電子與半導體供應鏈客戶群。
微星科技股份有限公司 2377 台股上市電腦與電競硬體公司；年報重要契約列示採購合約，屬資通訊產品包材客戶群。
川湖科技股份有限公司 2059 台股上市伺服器滑軌廠；年報重要契約列示保密合約，屬伺服器/AI 供應鏈潛在包材或膠黏材料應用客戶。
中強光電股份有限公司 5371 台股上櫃光電公司；年報重要契約列示採購合約，屬光電與電子材料包裝客戶群。
明安國際企業股份有限公司 8938 台股上櫃公司；年報重要契約列示採購合約。
安勤科技股份有限公司 3479 台股上櫃工業電腦公司；年報重要契約列示專案採購合約。
艾姆勒科技股份有限公司 2241 台股上市汽車散熱零組件公司；年報重要契約列示採購合約。
日月光投資控股股份有限公司／日月光整合服務 3711 日月光整合服務為日月光投控集團相關公司；年報重要契約列示主採購合約書，屬半導體封測供應鏈客戶群。
台灣森永製果股份有限公司未上市食品公司；年報重要契約列示採購合約，代表食品快消包材應用。
新東陽股份有限公司未上市食品通路公司；年報重要契約列示買賣契約，代表食品與消費品包材需求。
康是美統一超商集團美妝藥妝通路品牌，非獨立台股掛牌公司；年報重要契約列示商品供應合約。

Competitors

正隆股份有限公司 1904 台股上市紙器與工紙廠；屬廣義紙品包裝、紙箱與包裝材料供應競爭者，非完全相同的包材連鎖通路模式。
永豐餘投資控股股份有限公司 1907 台股上市紙業集團；旗下紙器、工紙與包裝材料與炎洲流通紙品包裝線存在廣義競合。
榮成紙業股份有限公司 1909 台股上市工紙與紙器廠；與紙箱、瓦楞紙、紙品包裝領域相關。
萬洲化學股份有限公司 1715 台股上市膠帶、薄膜與膠黏材料廠，與膠帶及保護膜等產品線存在廣義競爭；同屬炎洲集團資源體系，需視交易角色區分供應或競合。
南亞塑膠工業股份有限公司 1303 台股上市塑膠材料與薄膜大廠；屬塑膠膜、袋與包材上游材料及廣義競爭者。
台灣明尼蘇達礦業製造股份有限公司 3M 台灣子公司，非台股掛牌；在高階膠帶、膠水與工業耗材市場具品牌競爭力，同時也是炎洲流通併購子公司的經銷合作來源。
德莎膠帶集團 tesa 為國際膠帶品牌，非台股掛牌；在工業膠帶、電子膠帶與高階膠黏材料市場具競爭力，同時可能為經銷供應來源。
未上市包材行、包裝材料通路商與電商平台公司年報稱市場上尚未有包裝材料連鎖實體通路同業，但買賣市場價格透明且競爭激烈，實際競爭多來自區域包材行、傳統批發商、線上平台與品牌原廠直供。

Sources（12）

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.