Skip to main content
Free trial

Ask AI to review this stock

Copy the prompt to get recent events, historical reactions, and a short research brief.

Tell your AI:

Help me set up FinLab and analyze 3209 全科. Please read: https://finlab.finance/en/setup?stock=3209

No install, open FinLab Studio

3209

全科 Electronics Distribution As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 全科 to your watchlist to track signal changes on your next visit.
Valuation 57Quality 63Growth 75Momentum 82Chips 53

Is 全科 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 37th market percentile. Latest quarterly ROE ≈ 6.4%.

  • Valuation is neutral.PE is in the 34th market percentile; within its own history, PE is around the 97th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 0.8% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 32.1%, 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 +0.76
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 台灣摩根士丹利 holds 7,032 lots
  • sellers have 4,319 lots left, ~54 sessions to clear

Window from 2026-01-17 · Price +78% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台灣摩根士丹利 has accumulated 7,032 lots since the start (sold 13%), still adding.
  • Main distributor 美商高盛 peaked at 4,349 lots, has sold 32%, 2,937 left, ~48 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +12.63pp, mid holders +10, retail -12.44pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -177 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
台灣摩根士丹利新加坡商瑞銀美林花旗環球摩根大通凱基-台北
Distributing
美商高盛元大證券富邦證券元大-北府國票-安和國泰-敦南
Desks
own scale
元大-忠孝兆豐-大同陽信元大-內湖民權
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 台灣摩根士丹利 +7,032
    sold 13%· still adding
  • 新加坡商瑞銀 +6,811
    sold 11%
  • 美林 +3,571
    sold 12%
  • 花旗環球 +3,266
    sold 0%· still adding
  • 摩根大通 +2,940
    sold 10%
  • 凱基-台北 +2,773
    sold 11%· still adding

Distributing

  • 美商高盛 2,937 left
    sold 32%· ~48 sessions to clear
  • 元大證券 799 left
    sold 48%· ~54 sessions to clear
  • 富邦證券 186 left
    sold 62%· paused recently
  • 元大-北府 281 left
    sold 29%· paused recently
  • 國票-安和 251 left
    sold 35%· paused recently
  • 國泰-敦南 136 left
    sold 56%· ~17 sessions to clear

Desks

  • 元大-忠孝 -769
    unclassified
  • 兆豐-大同 -746
    unclassified
  • 陽信 -490
    unclassified
  • 元大-內湖民權 -486
    unclassified
Still selling 4,319 lots ~54 sessions to bottom at most
Recent buy/sell force +3,384 absorbed / -1,420 sold buyers slightly ahead
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 32.09%

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

106 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 60.7%, Sample 89, Median +0.99%, Excess +1.78%, Beat mkt rate 57.3%；60-day: Win 58%, Sample 88, Median +1.81%, Excess +3.13%, Beat mkt rate 51.1%；120-day: Win 61.6%, Sample 86, Median +4.72%, Excess +2.78%, Beat mkt rate 55.8%

120 days after: historical avg +6.9%

20-day +2.68%
60-day +6.12%
120-day +6.9%
20-day
60-day
120-day
Win
60.7%
58%
61.6%
Sample
89
88
86
Median
+0.99%
+1.81%
+4.72%
Excess
+1.78%
+3.13%
+2.78%
Beat mkt rate
57.3%
51.1%
55.8%

Over 86 occurrences, 120-day forward avg gained 6.9%, beat the market by 2.78 pts; win rate 61.6%.

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)
0-20 841+20.4% +16.8% 81.3% +6.7%
20-40 636+16% +8.7% 66.2% +3%
40-60 422+29.1% +22.5% 86% -4.4%
60-80 675+8.9% +4.3% 64.3% -7.7%
80-100 You are here457+22.5% +14.1% 76.6% +12.3%

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 ≈ 16.8, at the 97.3th 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
+11.1%
Win rate 74.4% Excess +5.2%
854d
+4%
Win rate 64.5% Excess -5.6%
581d
Now
+12.5%
Win rate 64.5% Excess +4.1%
552d
60-day momentum down
+12.7%
Win rate 87.5% Excess +6.6%
439d
+5.9%
Win rate 71.1% Excess -11.5%
249d
+8.7%
Win rate 53.2% Excess -0.2%
476d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 552 historical days, 120-day forward avg gained 12.5%, win rate 64.5%, beat the market by 4.1%.

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.

41 times historically; 60-day forward avg +6.7%, win rate 67.5%, beating the market by +4.37 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.

68 times historically; 60-day forward avg +4.97%, win rate 63.2%, beating the market by +0.55 pts on average.

What does 全科 do? Company profile

電子通路業；通訊 IC 與半導體零組件代理經銷 台灣證券交易所上市

Overview

代號 3209 對應全科科技股份有限公司，為台灣證券交易所上市普通股，產業別為電子通路。公司成立於 1991/04/15，2003/06/03 登錄興櫃，2004/03/29 上櫃，2008/11/26 上市；總部位於台北市內湖區瑞光路 360 號 9 樓。董事長為吳堉文，總經理及發言人為謝宏昌，代理發言人為王敏慧。公開資料顯示實收資本額約新台幣 23.54 億元，發行普通股 235,391,189 股，無特別股；簽證會計師事務所為勤業眾信聯合會計師事務所。公司主要營業登記項目包括國際貿易業、資訊軟體服務業、資料處理服務業、電子資訊供應服務業、會議及展覽服務業。員工規模依 113 年報揭露：112 年 616 人、113 年 581 人、截至 114/5/15 為 572 人，其中 114/5/15 銷售 258 人、管理 165 人、研發 116 人、生產 33 人，平均年齡 43.69 歲、平均服務年資 7.21 年。主要子公司包括 Alltek Technology (H.K.) Ltd.，主要業務為電子零組件代理經銷；年報亦列示嵩森科技股份有限公司為 100% 持股轉投資。主要股東依 114 年股東常會停止過戶日資料包括王木聰 3.22%、吳堉文 3.06%（不含有決定權信託持股 6,000,000 股）、陳宏安 2.86%、旭皇開發股份有限公司 1.96%、王瓊玉 1.86%、王儀穎 1.30%、王敏慧 1.07%、王馨翎 1.06%、渣打託管維斯登翠新興市場高股息基金 0.99%、廖宏基 0.91%。113 年度合併營收 458.93 億元，年減 18.08%；稅後淨利 7.62 億元，年增 27.13%；EPS 3.02 元，ROE 14.61%。

Business

全科是專業通訊 IC 通路商與解決方案提供者，主要代理銷售各國網路通訊半導體產品，並以 FAE、技術研發與 Total Solution 支援客戶設計導入、樣品測試與量產。公司本身為代理銷售商品，主要產品產製過程與主要原料供應狀況在年報中列為不適用。113 年度營收結構為：無線通訊元件 232.91 億元、占 50.75%；有線寬頻元件 123.85 億元、占 26.99%；其他元件 102.17 億元、占 22.26%。有線寬頻元件適用於局用設備、電腦裝置、伺服器、數據及網路傳輸設備；無線通訊元件適用於個人電腦、筆電、伺服器、工業及自動控制、行動裝置與消費性產品；其他元件包括光通訊、數位影像與音訊處理、通訊保護、電源供應與管理、記憶體、時鐘信號與高速介面驅動元件等。113 年銷售地區為內銷 164.33 億元、占 35.81%；外銷 294.60 億元、占 64.19%。商業模式是向上游半導體設計與製造原廠取得代理或經銷產品，提供庫存、物流、金流、技術支援、軟硬體整合與設計導入服務，再銷售給資訊、網路、通訊、雲端、儲存、IT 基礎設施等產品製造商。年報揭露 113 年曾占進貨總額 10% 以上之廠商僅以「廠商 1」匿名呈現，為有線通訊元件及無線通訊元件供應商，113 年進貨 354.08 億元、占進貨淨額 86.75%，顯示上游供應商集中度高。銷貨端 113 年客戶 1 占 11.05%，客戶 2 占 14.31%，客戶 3 占 11.61%，客戶 4 占 5.53%；公司說明客戶 1 為整合網路、多媒體等商品開發產銷業者，客戶 2 至 4 為網路儲存設備、IT 設施等商品開發產銷業者，但未揭露實名。113 年研發費用 1.485 億元、占營收 0.32%，主要用於技術應用、產品開發與加值服務。

Outlook 2025–2028

2025 至 2028 年展望以寬頻接取、Wi-Fi 7、5G FWA、AI 伺服器、資料中心高速互連、光通訊與邊緣 AI 為主軸。公司 113 年報對 114 年營業計畫表示，將持續專注網路通訊 IC 通路事業、開發資通訊代理產品線、拓展相關投資，並以銷售數量適度成長為目標；年報引用 WSTS 預估 2025 年全球半導體銷售金額約 6,971 億美元、年增 11.2%，但同時提醒美國關稅政策、區域衝突、通膨、中國經濟前景與貿易碎片化等不確定性。公司 2026/03/13 法說會簡報顯示，2025 年營收 474 億元，較 2024 年 459 億元增加約 3.3%；2026 年 1-2 月營收 103 億元，較 2025 年同期 83 億元增加。成長動能方面，寬頻與網通包括 10G PON、DOCSIS 3.x/4.x、XGS-PON/NG-PON2、xDSL/G.fast、5G FWA；Wi-Fi 7 已成為高階手機與筆電主流規格，ISP 加速 Wi-Fi 7 部署並結合 AI 智慧調度，有利於 10G PON 與 DOCSIS 4.x 低延遲高速接取需求。AI 伺服器與資料中心方面，公司法說會列示 eSSD、SSD/NVMe、NIC、HBA、PCIe Switch、Ethernet Switch、400G/800G/1.6T 光纖等應用，並指出全球資料中心正由封閉專有互連轉向較開放、可互通的 Ethernet 標準；AI 推動 800G 以上市場，1.6T 預計 2026 年進入量產階段，3.2T 預計 2027 年推出，矽光子以成本優勢追趕高階市場主流方案。液冷與熱管理也可能帶動溫度、壓力、流量感測器、3D 光學掃描量測、3D X-ray 非破壞檢測等週邊需求。公司已規劃 114 年新商品服務，包括電動載具充電量測無線通訊方案，以及以 WiFi Halow 結合人工智慧晶片的長距離數位監視設備，用於邊緣 AI 與影像監控。2028 年公司未提供明確量化財測；合理推估若 AI 資料中心升級、Wi-Fi 7、PON/DOCSIS 4.x、5G FWA 與邊緣 AI 滲透延續，全科可受惠於網通與資料中心元件代理需求，但毛利率仍受通路競爭、匯率、美元資金成本、產品組合與上游原廠議價影響。主要風險包括：上游供應商集中度高、IC 通路產業競爭激烈、客戶需求循環波動、庫存修正、貿易管制與地緣政治、匯率波動、關稅政策、半導體景氣不如預期，以及代理權或產品線變動風險。

Supply Chain

Upstream
  • 未揭名廠商 1 公司 113 年報匿名揭露之主要進貨來源，為有線通訊元件及無線通訊元件供應商；113 年進貨金額 354.08 億元，占進貨淨額 86.75%，與發行人無關係。公司未揭露實名，故 stock_id 設為 null。
  • Broadcom Inc. 公司官網產品資訊列示 Broadcom 產品線；Broadcom 為美國上市半導體公司，非台股掛牌，stock_id 設為 null。
  • 各類半導體設計與製造廠商 年報描述半導體行業上游為各類半導體設計與製造廠商，全科位於中游半導體零組件代理經銷商角色；除部分官網產品頁外，年報對主要供應商多採匿名揭露。
Downstream
  • 客戶 1 年報匿名揭露之銷貨客戶，為整合網路、多媒體等商品開發產銷業者；113 年銷貨 50.71 億元，占銷貨淨額 11.05%，公司未揭露實名。
  • 客戶 2 年報匿名揭露之銷貨客戶，為網路儲存設備、IT 設施等商品開發產銷業者；113 年銷貨 65.66 億元，占銷貨淨額 14.31%，公司未揭露實名。
  • 客戶 3 年報匿名揭露之銷貨客戶，為網路儲存設備、IT 設施等商品開發產銷業者；113 年銷貨 53.27 億元，占銷貨淨額 11.61%，公司未揭露實名。
  • 客戶 4 年報匿名揭露之銷貨客戶，為網路儲存設備、IT 設施等商品開發產銷業者；113 年銷貨 25.38 億元，占銷貨淨額 5.53%，公司未揭露實名。
  • 資訊、網路、通訊產品製造商 年報定義之下游產業，包括資訊、網路、通訊等產品製造商；涵蓋局用設備、網通設備、伺服器、資料中心、雲端、儲存、IT 設施、工控與消費性電子等終端應用。

Competitors

  • 文曄科技股份有限公司 3036 台股上市 IC 通路商；全科年報與 MoneyDJ 均列為同業競爭者。
  • 大聯大控股股份有限公司 3702 台股上市大型半導體零組件通路集團；全科年報與 MoneyDJ 均列為同業競爭者。
  • 增你強股份有限公司 3028 台股上市電子通路商；Yahoo 股市電子通路同業排行列為同產業公司，與全科在電子零組件通路市場部分競爭。
  • 威健實業股份有限公司 3033 台股上市電子通路商；Yahoo 股市電子通路同業排行列為同產業公司，與全科在電子零組件通路市場部分競爭。
  • 益登科技股份有限公司 3048 台股上市電子通路商；Yahoo 股市同業比較中列示，與全科同屬電子通路產業。
  • Arrow Electronics, Inc. 美國上市全球大型電子元件通路商，非台股掛牌；全科年報列為全球營收較大 IC 通路商與競爭者。
  • Avnet, Inc. 美國上市全球大型電子元件通路商，非台股掛牌；全科年報列為全球營收較大 IC 通路商與競爭者。
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.