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3354

律勝 Electronic Components 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 律勝 to your watchlist to track signal changes on your next visit.

Is 律勝 a buy? Fundamentals and valuation first

Weak profitability.Operating margin is in the 5th market percentile. Latest quarterly ROE ≈ -1.5%.
Valuation is neutral.PE is in the 74th market percentile; within its own history, PE is around the 50th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 0.4% of volume (net buy).
Strong revenue growth.Latest monthly revenue YoY ≈ 72.6%, 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

Neutral -0.08

BearishNeutralBullish

Institutional rotation, concentration steady — neutral

Institutional rotation, concentration steady — neutral
美商高盛 holds 475 lots
sellers have 393 lots left, ~82 sessions to clear

Window from 2026-01-17 · Price -6% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 美商高盛 has accumulated 475 lots since the start (sold 7%), now trimming.
Main distributor 美林 peaked at 313 lots, has sold 68%, 99 left, paused recently.
TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders -1, retail +1.10pp — drifting down to retail.
Foreign hedge-desk net short Net short -307 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

美商高盛摩根大通元大-楊梅元大-蘆洲中正元大-和平永豐金-敦南

Distributing

美林新加坡商瑞銀台新-台北台灣摩根士丹利(牛牛牛)亞-鑫豐港商野村

Desks

own scale

中國信託-三重富邦-南京第一金-光復凱基-城中

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

Branch details Unit: lots

Accumulating

美商高盛 +475

sold 7%
摩根大通 +193

sold 5%· still adding
元大-楊梅 +172

sold 0%
元大-蘆洲中正 +120

sold 0%
元大-和平 +94

sold 0%
永豐金-敦南 +81

sold 11%

Distributing

美林 99 left

sold 68%· paused recently
新加坡商瑞銀 112 left

sold 62%· paused recently
台新-台北 48 left

sold 81%· paused recently
台灣摩根士丹利 46 left

sold 80%· paused recently
(牛牛牛)亞-鑫豐 65 left

sold 68%· ~36 sessions to clear
港商野村 54 left

sold 70%· paused recently

Desks

中國信託-三重 -207

unclassified
富邦-南京 -195

unclassified
第一金-光復 -188

unclassified
凱基-城中 -187

unclassified

Still selling 393 lots ~82 sessions to bottom at most

Recent buy/sell force +485 absorbed / -373 sold buyers slightly ahead

TDCC big holders · absolute-holding cross-check

>1000-lot holder share Retail (<400 lots) share Price (right axis)

Weak direction: big-holder share fell while retail share rose.

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 72.62%

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

56 historical occurrences (since 2007-04-23)

120 days after: historical avg +14.82%

20-day +3.76%

60-day +11.35%

120-day +14.82%

20-day

60-day

120-day

Win

53.7%

52.8%

49%

Sample

Median

+0.88%

+4.72%

-2.63%

Excess

+2.69%

+8.23%

+11.23%

Beat mkt rate

46.3%

43.4%

49%

Over 51 occurrences, 120-day forward avg gained 14.82%, beat the market by 11.23 pts; win rate 49%.

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 -13.3%

20-40 +4%

40-60 +36% Now

60-80 +39.6%

80-100 +65.6%

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	236	-13.3%	-13.6%	10.6%	-25.9%
20-40	256	+4%	-7.9%	40.6%	-8%
40-60 You are here	141	+36%	+12.6%	65.2%	+22.1%
60-80	357	+39.6%	-20.2%	28.9%	+30.7%
80-100	180	+65.6%	+57.3%	76.1%	+55.4%

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 ≈ 28.72, at the 49.7th percentile of its own history (40-60 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

-5.5%

Win rate 20% Excess -13.1%

95d

Now

-11.8%

Win rate 42.6% Excess -14.4%

235d

+43.7%

Win rate 53.2% Excess +34.3%

297d

60-day momentum down

-2.8%

Win rate 46.4% Excess -7.1%

280d

-8.8%

Win rate 32.4% Excess -9.3%

241d

+43.7%

Win rate 53.3% Excess +32.7%

135d

Currently in “Mid × 60-day momentum up”: across 235 historical days, 120-day forward avg declined 11.8%, win rate 42.6%, lagged the market by 14.4%.

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.

26 times historically; 60-day forward avg +2.76%, win rate 36%, beating the market by -2.62 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.

22 times historically; 60-day forward avg +1.05%, win rate 36.4%, beating the market by -2.91 pts on average.

What does 律勝 do? Company profile

電子零組件業；軟性印刷電路板材料、功能性高分子材料上櫃（櫃買中心）

Overview

律勝科技股份有限公司成立於1996年12月5日，總部位於台南市善化區南科九路8號，為軟性印刷電路板上游材料供應商。董事長兼總經理為黃堂傑，發言人為莊朝欽。公司於2004年6月24日登錄興櫃，2005年12月8日轉上櫃；鉅亨網揭露資本額約新台幣7.01億元，已發行股數約7,011.24萬股。113年年報揭露113年底從業員工86人，114年4月30日為80人。113年底主要股東為同盈投資有限公司持股29.43%、奕盈投資股份有限公司20.16%、勇盈投資股份有限公司12.77%。主要生產據點包括台灣南科廠與中國蘇州廠；年報揭露台灣3條3L生產線月產能36萬平方公尺、1條2L生產線月產能6萬平方公尺，蘇州廠2條3L生產線月產能24萬平方公尺、1條2L生產線月產能6萬平方公尺，兩地年產能合計約864萬平方公尺。

Business

律勝主要研究、開發、製造及銷售超薄軟性印刷電路板材料、無接著劑型軟性印刷電路板材料、薄膜覆晶COF軟性基板及相關材料。113年主要產品營收為軟板基材及保護膠片新台幣119,987千元、占94%；零件及其他7,704千元、占6%；合計127,691千元。現有主要商品包括3-layer軟性銅箔基板（FCCL）、保護膠片（CL）、接著膠片（BS）、2-layer無膠系基材與功能性高分子材料。開發中及計畫開發產品包括功能性純膠、高速高頻材料、鹼去除耐熱可剝膠、PSPI coverlayer、透明聚醯亞胺材料。官網與年報亦揭露產品延伸至顯示器材料（Mpior透明聚醯亞胺、透明PI膠體、透明複合蓋板）、半導體材料（BRINA感光性介電絕緣材、N-PSPI、P-PSPBO）、FPCB/PCB材料（液態感光PSPI、5G高速FPC材料、增層材料、軟板材料）與離子交換膜。商業模式以材料配方、PI合成、精密塗佈與客製化技術支援為核心，產品交付下游FPC、PCB、面板、封裝或電子零組件客戶；年報指出前三大客戶113年占銷貨63.12%，但客戶以代號揭露，未揭露具名客戶。

Outlook 2025–2028

2025至2028年展望以材料升級與應用多元化為主。成長動能包括：一、FPCB朝多層化、線路密集化、輕薄化、高頻高速與低碳製程發展，帶動低離子遷移PSPI、5G高速FPC材料與低Dk/Df改質PI需求；二、AI伺服器、5G、物聯網、車用電子、穿戴式裝置、折疊手機、折疊筆電、軟性顯示、micro-LED與mini-LED等應用提升對高階材料要求；三、半導體先進封裝對感光型介電材料、負型/正型PSPI、PSPBO、雷射解膠暫時黏著材與RDL first製程材料有潛在導入機會；四、公司111至115年研發計畫持續投入PCB與半導體PSPI用感光材料、CPI折疊/捲曲式3C產品保護蓋板、質子交換膜等，部分產品已進入產品開發或試產階段；五、蘇州廠具備就近供應中國市場與低碳運輸的地緣優勢。短期營運面，2025全年仍虧損，公開資料顯示2026年前5月累計營收較去年同期成長，但2026Q1仍為每股虧損，因此轉盈仍取決於新產品量產速度、良率、客戶認證與費用控管。主要風險包括：軟板/FPC景氣循環與手機、筆電需求波動；前三大客戶與前三大供應商集中度高，113年前三大客戶占銷貨63.12%、前三大供應商占進貨58.72%；PI Film、銅箔、PET離型膜等關鍵原料來源集中且部分仰賴日本、馬來西亞、台灣供應商；同業與國際大廠在高階PI、PSPI、CPI、高頻材料領域競爭；半導體與面板材料認證期長，量產不確定性高；匯率、銅價、能源與環保法規可能影響成本。

Supply Chain

Upstream

達邁 3645 台股上櫃PI薄膜材料公司；年報產業鏈列示PI供應商包含達邁，為律勝所處軟板材料上游代表公司，未確認為直接供應商。
南亞 1303 台股上市；PCB產業鏈上游代表，供應銅箔、PET/塑膠材料與相關化工材料；年報與櫃買產業鏈均列示南亞相關材料地位，未確認為律勝直接供應商。
金居 8358 台股上櫃銅箔廠；為PCB/FCCL上游銅箔代表供應商，未確認為律勝直接供應商。
新光合成纖維 1409 台股上市；年報產業鏈列示PET材料供應商包含新光，屬軟板材料上游代表，未確認為直接供應商。
杜邦美國上市公司DuPont de Nemours；年報產業鏈列示PI/PET與FCCL相關材料競爭或供應角色，非台股掛牌。
Kaneka 日本上市化學材料公司；年報產業鏈列示為PI供應商，非台股掛牌。
UBE 日本上市化學材料公司；年報產業鏈列示為PI供應商，非台股掛牌。

Downstream

嘉聯益 6153 台股上市軟板/FPC公司；年報產業鏈列示為下游FPC軟板代表公司，未確認為律勝直接客戶。
同泰 3321 台股上櫃軟板相關公司；年報產業鏈列示為下游FPC軟板代表公司，未確認為律勝直接客戶。
毅嘉 2402 台股上市軟板與機構整合相關公司；年報產業鏈列示為下游FPC軟板代表公司，未確認為律勝直接客戶。
台郡 6269 台股上市FPC廠；年報產業鏈列示為下游FPC軟板代表公司，未確認為律勝直接客戶。
臻鼎-KY 4958 台股上市PCB/FPC大廠；年報產業鏈列示為下游FPC軟板代表公司，未確認為律勝直接客戶。
欣興 3037 台股上市PCB/IC載板大廠；年報產業鏈列示為下游PCB/FPC相關代表公司，未確認為律勝直接客戶。
燿華 2367 台股上市PCB公司；年報產業鏈列示為下游PCB/FPC相關代表公司，未確認為律勝直接客戶。

Competitors

台虹 8039 台股上市軟板基材/FCCL同業；MoneyDJ與年報列為競爭廠商。
新揚科 3144 台股上櫃FCCL/軟板材料相關同業；MoneyDJ與年報列為競爭廠商。
聯茂 6213 台股上市銅箔基板材料廠；年報與MoneyDJ列為競爭廠商之一。
佳勝科技台灣軟性銅箔積層板與特殊高分子材料公司；未確認為台股上市櫃。
長捷士台灣FCCL/軟板材料同業；年報列為競爭廠商，未確認為台股上市櫃。
杜邦美國上市化學材料大廠，年報與MoneyDJ列為FCCL/PI相關競爭廠商，非台股掛牌。
生益科技中國A股PCB材料大廠；年報與MoneyDJ列為競爭廠商，非台股掛牌。
Doosan 韓國上市集團旗下電子材料業務；年報與MoneyDJ列為競爭廠商，非台股掛牌。

Sources（11）

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.