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3290

東浦 Electronic Components As of 2026-06-17 Updated daily after market close

quality needs a look, discounted valuation.

2 active signals
252d high Revenue ≥20%
This page refreshes daily after the close. Add 東浦 to your watchlist to track signal changes on your next visit.
Valuation 56Quality 59Growth 92Momentum 86Chips 66

Is 東浦 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 22th market percentile. Latest quarterly ROE ≈ 10.5%.

  • Valuation is low.PE is in the 22th market percentile; within its own history, PE is around the 29th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 2.6% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 96.2%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.86
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 台灣摩根士丹利 holds 1,442 lots
  • sellers have 1,100 lots left, ~370 sessions to clear

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

  • Largest holder 台灣摩根士丹利 has accumulated 1,442 lots since the start (sold 19%), still adding.
  • Main distributor 新加坡商瑞銀 peaked at 504 lots, has sold 71%, 145 left, ~22 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +8.48pp, mid holders +2, retail -6.35pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -671 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
台灣摩根士丹利宏遠-民生富邦-青埔華南永昌永豐金-桃盛兆豐-嘉義
Distributing
新加坡商瑞銀摩根大通永豐金-桃園宏遠-台南凱基-台北元大-台北
Desks
own scale
富邦證券統一元大-花蓮國泰證券
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 +1,442
    sold 19%· still adding
  • 宏遠-民生 +1,078
    sold 0%
  • 富邦-青埔 +736
    sold 0%· still adding
  • 華南永昌 +652
    sold 12%
  • 永豐金-桃盛 +579
    sold 0%· still adding
  • 兆豐-嘉義 +574
    sold 5%

Distributing

  • 新加坡商瑞銀 145 left
    sold 71%· ~22 sessions to clear
  • 摩根大通 125 left
    sold 69%· ~4 sessions to clear
  • 永豐金-桃園 284 left
    sold 26%· ~101 sessions to clear
  • 宏遠-台南 142 left
    sold 54%· ~17 sessions to clear
  • 凱基-台北 166 left
    sold 36%· paused recently
  • 元大-台北 125 left
    sold 47%· paused recently

Desks

  • 富邦證券 -476
    unclassified
  • 統一 -465
    unclassified
  • 元大-花蓮 -428
    unclassified
  • 國泰證券 -316
    unclassified
Still selling 1,100 lots ~370 sessions to bottom at most
Recent buy/sell force +3,642 absorbed / -773 sold buyers slightly ahead
Hedge-desk net short -496 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.

252-day price high (breakout)

Active

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

30 historical occurrences (since 2008-05-07)
Average forward return after 252-day price high (breakout)。20-day: Win 51.7%, Sample 29, Median +1.24%, Excess +4.03%, Beat mkt rate 48.3%；60-day: Win 65.5%, Sample 29, Median +7.81%, Excess +6.57%, Beat mkt rate 62.1%；120-day: Win 62.1%, Sample 29, Median +6.94%, Excess +6.79%, Beat mkt rate 55.2%

120 days after: historical avg +7.44%

20-day +3.86%
60-day +7.44%
120-day +7.44%
20-day
60-day
120-day
Win
51.7%
65.5%
62.1%
Sample
29
29
29
Median
+1.24%
+7.81%
+6.94%
Excess
+4.03%
+6.57%
+6.79%
Beat mkt rate
48.3%
62.1%
55.2%

Over 29 occurrences, 120-day forward avg gained 7.44%, beat the market by 6.79 pts; win rate 62.1%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 96.15%

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

70 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 49.2%, Sample 63, Median -0.38%, Excess -0.07%, Beat mkt rate 42.9%；60-day: Win 42.6%, Sample 61, Median -3.69%, Excess -3.24%, Beat mkt rate 27.9%；120-day: Win 35.6%, Sample 59, Median -7.98%, Excess -8.37%, Beat mkt rate 30.5%

120 days after: historical avg -1.33%

20-day +1.34%
60-day +1.19%
120-day -1.33%
20-day
60-day
120-day
Win
49.2%
42.6%
35.6%
Sample
63
61
59
Median
-0.38%
-3.69%
-7.98%
Excess
-0.07%
-3.24%
-8.37%
Beat mkt rate
42.9%
27.9%
30.5%

Over 59 occurrences, 120-day forward avg declined 1.33%, lagged the market by 8.37 pts; win rate 35.6%.

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)
0-20 256+1.7% +8% 54.3% -38.8%
20-40 You are here274+1.7% +3.7% 51.1% -49.2%
40-60 819+13.2% +13.9% 67% -3.5%
60-80 704+11.2% +20.8% 52.6% +0.5%
80-100 454+13.2% +7.8% 65% +8.4%

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 ≈ 14.15, at the 28.7th percentile of its own history (20-40 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
Now
-20.2%
Win rate 17.3% Excess -30.3%
98d
+6.8%
Win rate 57.8% Excess -6.7%
606d
+3.6%
Win rate 44.3% Excess +0.1%
526d
60-day momentum down
-5%
Win rate 36.3% Excess -23.6%
333d
+11.6%
Win rate 54.4% Excess +4.3%
537d
+12%
Win rate 65.6% Excess +2.8%
526d

Currently in “Cheap (own-history bottom 1/3) × 60-day momentum up”: across 98 historical days, 120-day forward avg declined 20.2%, win rate 17.3%, lagged the market by 30.3%.

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.

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.

53 times historically; 60-day forward avg +3.1%, win rate 42.3%, beating the market by -0.72 pts on average.

What does 東浦 do? Company profile

電子零組件業；精密塑膠機構件、模具、車用電子與組裝代工 上櫃（櫃買中心）

Overview

3290 對應證券為東浦精密光電股份有限公司，為櫃買中心掛牌之普通股。公司設立於 1995 年 3 月 8 日，總部位於桃園市蘆竹區長興路二段 58 號，股票於 2005 年 5 月 19 日上櫃。董事長兼總經理為戴建樟，發言人為簡雅惠。Yahoo 股市與櫃買中心資料顯示，2025 年資料時間之股本約新台幣 902,150,340 元、已發行普通股 90,215,034 股；2025 年 4 月董事會通過現金減資案，減資後實收資本額為新台幣 902,150,340 元。2024 年年報揭露 2024 年 4 月 20 日集團員工約 985 人；2026 年法說相關資料則指出併購 Bi-Link 後員工規模由約 1,290 人增至約 2,300 人，該數字屬法說/媒體轉述，需以後續年報確認。主要股東方面，2024 年年報揭露 2024 年 4 月 15 日美律實業股份有限公司持股 16.10%，為最大股東；其後包括松茂投資、鄭俊忠、林金源、林永南、全貿投資等。公司早期從事塑膠製品、塑膠材料、塑膠模具、電子零組件製造加工及買賣；1997 年起於中國廣東東莞建立海外生產據點，後續擴及華東、越南、泰國等地。2025 年 10 月董事會通過由東裕國際以美金 2,000 萬元收購 Bi-Link Metal Specialties, Inc.、Bi-Link Mexico, S. de R.L. de C.V.、Bi-Link (Australia) PTY Limited、Bi-Link Vietnam Limited 之 100% 股權，預計 2026 年第一季完成交割，目的為取得金屬加工、自動化模組及客製化製造能力並擴大全球據點。

Business

東浦為 OEM/ODM 製造商，核心能力包括模具開發設計、模具製造、塑膠射出成型、塗裝印刷、表面處理、零組件組立加工，以及汽車用電裝產品之研發、製造與銷售。公司官網與產業價值鏈資料說明，其主要服務消費性電子、車用、醫療等全球客戶，提供從設計、開模、生產到組裝的一站式代工服務。2024 年年報列示主要產品及用途包括：模具為各類產品成形製造來源；塑膠部品用於耳機、滑鼠、新能源等各類電子產品外殼、本體及機構件；背光模組用於筆電、數位相機、PDA、手機等；汽車電子產品包括汽車多功能方向盤開關、音響零組件、環景鏡頭模組等。2024 年產品營收結構依 MoneyDJ 摘要為塑膠部品約 94%、模具約 5%；2025 年法說整理則指出產品結構仍以電聲/健身與消費電子相關塑膠機構件為主，車用產品占約 23%，網通工控約 14%，醫療占比仍低。2024 年年報揭露 2023 年銷售額中部品外銷約 15.48 億元、內銷約 2.08 億元，模具外銷約 0.51 億元、內銷約 0.46 億元，顯示營收以外銷與部品為主。商業模式為承接品牌客戶或一階/系統廠之客製化機構件、模具與組裝訂單，透過模具開發、量產效率、表面處理與全球生產據點維持接單能力。年報亦揭露客戶集中風險：2023 年最大客戶「甲客戶」占銷貨淨額 57.07%，且被列為關係人；應收帳款亦集中於消費性電子與車用配件客戶群。2026 年 4 月法說整理顯示，2025 年全年營收約新台幣 23.26 億元、年增約 18.2%，毛利率約 30.2%，EPS 約 2.02 元；公司管理層設定 2026 年營收目標突破 40 億元，產品組合目標轉向車用、醫療與 AI 伺服器三引擎，其中 AI 伺服器業務目標占約 15%，但該展望需視 Bi-Link 整合與新訂單量產進度驗證。

Outlook 2025–2028

2025 至 2028 年主要成長動能在於產品與製造平台轉型。第一，東浦延續中國+1與東南亞布局，泰國廠於 2025 年啟用，基地位於泰國洛加納龍炎工業園、占地約 56,000 平方公尺，定位為車用電子、消費性產品與醫療產品之智慧製造基地，有助降低地緣政治與關稅風險，提升對全球客戶的交貨彈性。第二，Bi-Link 併購若完成整合，將使東浦由塑膠機構件供應商擴展為塑膠+金屬加工+自動化模組的一站式供應平台，應用可延伸至車用、網通、醫療、AI 資料中心配電與伺服器相關機構件。第三，2026 年法說資料指出，公司已取得法國 Legrand AI 資料中心配電系統相關訂單，預計 2026 年第二季試產；若量產順利，AI 伺服器與資料中心電力基礎建設可能成為 2026-2028 年增量來源。第四，車用電子方面，新能源車、車載鏡頭、方向盤開關、車用感測與座艙電子化趨勢提高精密機構件、模具與組裝需求；公司過去年報研發成果包含車載鏡頭應用產品延伸、車用開關電子與機構技術整合、車用微波感測與影像技術整合專利等。第五，醫療領域方面，泰國廠與相關認證、以及與外部醫療器材合作，有機會使公司從低毛利消費電子機構件逐步轉向較高附加價值之醫材與模組代工。主要風險包括：最大客戶與特定產品線集中度高；Bi-Link 併購交割、文化與系統整合、商譽或一次性費用不確定；AI 伺服器配電訂單仍需通過試產、認證與量產爬坡；泰國新廠稼動率若不足將壓抑毛利；塑膠粒、塗料、線材、金屬件等原物料價格波動；匯率、利率與可轉債/募資稀釋風險；車用與醫療客戶認證期長，導入速度不一定符合管理層目標。2027-2028 年較合理的觀察重點為：高附加價值產品占比是否持續提高、AI 配電/金屬加工營收是否由試產轉量產、泰國與美洲/越南據點是否達經濟規模、毛利率是否能在產品轉型後穩定改善。

Supply Chain

Upstream
  • 裕偉 年報列為汽車產品/模具圖訂主要供應商之一，非確認之台股上市櫃公司；供應狀況為長期往來、品質穩定。
  • 金發科技 年報列為 PC+ABS 塑膠粒主要供應商；為中國大陸企業，非台股上市櫃公司。
  • 騎士涂料 年報列為塗料主要供應商，非確認之台股上市櫃公司。
  • 宏鵬電子 年報列為線材主要供應商，非確認之台股上市櫃公司。
  • 長華國際 年報列為塑膠粒主要供應商；名稱與台股長華集團可能相關但公開資料未能確認為同一上市櫃主體，故 stock_id 留 null。
  • Bi-Link 集團四間子公司 東浦 2025 年公告收購標的，具金屬加工、自動化模組與客製化製造能力；完成交割後將由外部供應/能力補強轉為集團內部製造資源，非台股上市櫃公司。
Downstream
  • 美律實業股份有限公司 2439 東浦主要股東之一，2024 年年報揭露持股 16.10%；美律為電聲元件與耳機/聲學產品供應鏈公司，與東浦消費電子塑膠機構件、電聲產品應用具策略與業務關聯，但年報未明示其即為最大客戶。
  • Legrand 2026 年法說整理指出東浦取得法國 Legrand AI 資料中心配電系統相關訂單，預計 2026 年第二季試產；Legrand 為法國上市跨國電力與資料中心基礎設施企業，非台股上市櫃。
  • 消費性電子品牌/系統客戶 年報揭露客戶集中於消費性電子產品客戶群，且最大匿名客戶 2023 年占銷貨淨額 57.07%；公司未公開具名，故 stock_id 為 null。
  • 車用配件與汽車電子客戶 公司產品包含多功能方向盤開關、音響零組件、環景鏡頭模組等，年報揭露客戶集中於車用配件客戶群；具名客戶未完整公開。
  • 醫療器材客戶 泰國廠啟用及公司轉型方向包含醫療產品/醫材代工；具名客戶與量產占比尚未充分公開。

Competitors

  • 鴻準精密工業股份有限公司 2354 台股上市公司，具機構件、模具、金屬/塑膠製造與電子產品代工能力，與東浦在精密機構件及量產製造能力上屬廣義競爭者。
  • 可成科技股份有限公司 2474 台股上市公司，主力為金屬機殼與精密機構件；東浦併購 Bi-Link 後切入金屬加工與塑膠+金屬整合，與可成在高階機構件領域具部分競爭。
  • 華孚科技股份有限公司 6235 台股上市公司，從事鎂鋁合金及車用/工業機構件，與東浦車用與精密機構件業務具部分重疊。
  • 廣華控股有限公司 1338 台股上市 KY 公司，從事汽車內外飾件與塑膠件，與東浦車用塑膠件及汽車電子機構件應用具部分競爭。
  • 貿聯控股有限公司 3665 台股上市 KY 公司，主力為線束、連接與系統整合，與東浦/Bi-Link 在資料中心、工業、車用客戶的客製化模組與配電相關應用可能有部分競爭或同供應鏈關係。
  • 信邦電子股份有限公司 3023 台股上市公司，提供連接線束與系統整合，應用於工業、車用、醫療等；與東浦轉向醫療、車用與資料中心模組供應鏈後具部分客戶與應用重疊。
Sources（15）

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.