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Help me set up FinLab and analyze 3550 聯穎. Please read: https://finlab.finance/en/setup?stock=3550

3550

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

quality needs a look, premium valuation.

This page refreshes daily after the close. Add 聯穎 to your watchlist to track signal changes on your next visit.
Valuation 20Quality 38Growth 78Momentum 91Chips 83

Is 聯穎 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 34th market percentile. Latest quarterly ROE ≈ 1.3%.

  • Valuation is high.PE is in the 97th market percentile; within its own history, PE is around the 96th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 6.7% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 36.6%, 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 +0.95
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 富邦證券 holds 2,518 lots
  • sellers have 496 lots left, ~650 sessions to clear

Window from 2026-01-17 · Price +117% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 富邦證券 has accumulated 2,518 lots since the start (sold 0%), still adding.
  • Main distributor 凱基-台北 peaked at 3,305 lots, has sold 41%, 1,953 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +4.37pp, mid holders +1, retail -4.33pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -744 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
富邦證券摩根大通台灣摩根士丹利美商高盛新加坡商瑞銀港商野村
Distributing
凱基-台北美林元大-竹科元大-大甲凱基-林口光和-田中
Desks
own scale
兆豐-南京元富-城中合庫-桃園國票-北高雄
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 富邦證券 +2,518
    sold 0%· still adding
  • 摩根大通 +2,350
    sold 0%· still adding
  • 台灣摩根士丹利 +2,132
    sold 0%· still adding
  • 美商高盛 +2,044
    sold 17%· still adding
  • 新加坡商瑞銀 +1,616
    sold 19%· still adding
  • 港商野村 +1,291
    sold 0%· still adding

Distributing

  • 凱基-台北 1,953 left
    sold 41%· paused recently
  • 美林 971 left
    sold 25%· paused recently
  • 元大-竹科 465 left
    sold 26%· paused recently
  • 元大-大甲 204 left
    sold 65%· paused recently
  • 凱基-林口 185 left
    sold 62%· paused recently
  • 光和-田中 51 left
    sold 88%· paused recently

Desks

  • 兆豐-南京 -2,655
    unclassified
  • 元富-城中 -1,600
    unclassified
  • 合庫-桃園 -1,551
    unclassified
  • 國票-北高雄 -1,245
    unclassified
Still selling 496 lots ~650 sessions to bottom at most
Recent buy/sell force +13,574 absorbed / -827 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.

252-day price high (breakout)

Active

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

23 historical occurrences (since 2013-03-01)
Average forward return after 252-day price high (breakout)。20-day: Win 36.4%, Sample 22, Median -2.47%, Excess +0.4%, Beat mkt rate 31.8%;60-day: Win 33.3%, Sample 21, Median -3.33%, Excess -5.02%, Beat mkt rate 28.6%;120-day: Win 50%, Sample 20, Median -0.05%, Excess -8.27%, Beat mkt rate 30%

120 days after: historical avg +0.28%

20-day +1.98%
60-day -0.09%
120-day +0.28%
20-day
60-day
120-day
Win
36.4%
33.3%
50%
Sample
22
21
20
Median
-2.47%
-3.33%
-0.05%
Excess
+0.4%
-5.02%
-8.27%
Beat mkt rate
31.8%
28.6%
30%

Over 20 occurrences, 120-day forward avg gained 0.28%, lagged the market by 8.27 pts; win rate 50%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 36.57%

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

37 historical occurrences (since 2010-11-10)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 48.1%, Sample 27, Median -1.34%, Excess -1.03%, Beat mkt rate 33.3%;60-day: Win 48%, Sample 25, Median -1.97%, Excess -1.78%, Beat mkt rate 28%;120-day: Win 37.5%, Sample 24, Median -3.65%, Excess -5.96%, Beat mkt rate 25%

120 days after: historical avg -1.6%

20-day +0.31%
60-day +1.62%
120-day -1.6%
20-day
60-day
120-day
Win
48.1%
48%
37.5%
Sample
27
25
24
Median
-1.34%
-1.97%
-3.65%
Excess
-1.03%
-1.78%
-5.96%
Beat mkt rate
33.3%
28%
25%

Over 24 occurrences, 120-day forward avg declined 1.6%, lagged the market by 5.96 pts; win rate 37.5%.

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)
0-20 269-7.3% -11.8% 16.7% -13.6%
20-40 393+1.6% -10.8% 43% -0.1%
40-60 438+11% +7.4% 58.4% +1.1%
60-80 351+26.5% +27.1% 85.2% +3.2%
80-100 You are here260+23.3% +9% 83.1% -10.5%

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 ≈ 98.57, at the 96.3th 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
-3.5%
Win rate 29.9% Excess -5.4%
221d
+3%
Win rate 52% Excess -0.9%
446d
+7.7%
Win rate 62.9% Excess -5.2%
329d
60-day momentum down
-1.2%
Win rate 30.4% Excess -1.4%
270d
+4%
Win rate 52.8% Excess +1.3%
326d
Now
+13%
Win rate 69% Excess +1.2%
239d

Currently in “Expensive (own-history top 1/3) × 60-day momentum down”: across 239 historical days, 120-day forward avg gained 13%, win rate 69%, beat the market by 1.2%.

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.

51 times historically; 60-day forward avg +4.5%, win rate 59.2%, beating the market by +0.91 pts on average.

What does 聯穎 do? Company profile

電子零組件業;訊號傳輸線材、線組與塑膠粒 上市(台灣證券交易所)

Overview

3550 對應證券為聯穎科技股份有限公司,普通股,股票名稱「聯穎」,英文簡稱 COPARTNER,英文全名 Copartner Technology Corporation。公司成立於 1987-04-30,原名聯穎電線廠股份有限公司,2004-08-24 更名為聯穎科技股份有限公司,2010-11-10 在台灣證券交易所上市。總部位於新北市中和區建八路16號4樓,統一編號22488639。依截至 2026-06-17 可查資料,董事長為何鈞銜;總經理於 2026-03-16 起由蘇俊雄擔任。實收資本額約新台幣10.75億至10.76億元,已發行普通股約1.08億股。2024 年報揭露母公司層級員工數 2024 年底為60人、截至2025-05-15為59人;此數包含台幹,不等於集團全球全部員工。2024 年報揭露前十大股東與經理人資料,但主要股東細項需以年報表格為準;可確認董事長何鈞銜、副董事長王世宗及管理層持有一定股權。公司近年有中國大陸、泰國等生產與營運據點;2025 法說會揭露成立聯穎科技(泰國)有限公司,並列有吳江市萬豐塑膠、新雅電線電纜(深圳)等據點。

Business

聯穎主要從事資訊、通訊及消費性電子、汽車、醫療設備、工業設備、自動化設備、伺服器用訊號傳輸線材及線組之研發、製造與銷售,並銷售塑膠製品及部分原料、PVC粉、銅材、機器零配件。依 2024 年報,2024 年合併營收新台幣34.20億元,產品別為訊號傳輸線及線組22.03億元、占64.40%;塑膠粒6.28億元、占18.37%;其他5.89億元、占17.23%。主要產品包括 HDMI、DisplayPort、USB/USB4、Type-C、DVI、VGA、SATA、LAN、RF、DC Power、SFP、SAS、LVDS、HSD、Camera Link、AOC HDMI、低損失同軸高頻線、車用/EV Cable、防水線、耐繞曲線、醫療用線、工業相機與工控拖鏈電纜、伺服器與雲端週邊用線。主要終端應用涵蓋消費性電子、通訊網路、汽車電子與電動車、雲端伺服器、醫療設備、工業控制、工業視覺、機器人手臂、太陽能與戶外/船舶應用。2025 年 1-6 月法說會揭露應用別營收比率約為消費性市場產品55%、工業控制20%、其他15%、交通用線5%、醫療5%、通信網路傳輸用產品1%;2024 年同期約為消費性市場60%、工業控制15%、其他16%、交通5%、醫療3%、通信1%。銷售地區以外銷亞洲為主,2024 年報列 2024 年外銷亞洲31.53億元、內銷0.98億元、美洲0.74億元、歐洲0.94億元;直接客戶群分布中國大陸、台灣、香港、韓國、越南、印度、泰國、德國、波蘭、挪威、法國、瑞士、墨西哥、宏都拉斯、美國等。商業模式以客戶需求導向之線材與線組設計、打樣、製造、品管與交貨服務為主,強調高頻高速傳輸、少量多樣、急單與客製化能力,並透過中國與泰國等據點接近客戶與分散產能。

Outlook 2025–2028

2025-2028 展望可分為復甦、產品組合升級與高頻高速化三條主線。第一,營運已由 2023-2024 年虧損與庫存調整期逐步修復:2025 全年營收約35.31億元,較2024年34.20億元小幅成長;2026 年前5月累計營收18.48億元、年增25.4%,2026 Q1 EPS 0.21元,4月自結 EPS 0.24元,顯示短期需求與產品組合有改善。第二,公司在 2025 法說會明確提出財務上規劃以現金增資改善財務結構,營運上增加高階影音線營收、提高高毛利醫療用線比重,並跟隨 AI 發展趨勢布局高速線產品。第三,年報列計畫開發新商品包含電動車充電樁線束、醫療檢測設備線束、8K高清設備光電複合線、工業視覺光電複合線、儲存數據傳輸伺服器用線、汽車自動駕駛乙太網線、車內影音傳輸線、工業自動化拖鏈電纜與航空高頻數據電纜,對應 AI PC、AI/雲端伺服器、5G、工業自動化、電動車、ADAS、醫療設備與機器人等中長期需求。第四,2026 年新聞指出公司擬強化高端通訊訊號傳輸線材與銅導體製造布局,並從消費性應用擴至醫療、機器人與 AI 內部用線,AI 內部用線可望於2026年小量出貨;若客戶驗證與供貨份額擴大,2026-2028 有機會改善毛利率與營收品質。主要風險包括:銅材、PVC粉、可塑劑等大宗原料價格波動;中國基本工資與製造成本上升;電子與資訊線材同業競爭激烈造成價格壓力;消費性電子需求回溫不穩與客戶庫存循環;中國及全球景氣低於預期;AI、醫療、車用與高速線新產品驗證時間不確定;資本結構改善若仰賴現金增資,可能造成股本膨脹;外銷比重高,匯率、關稅、地緣政治與供應鏈轉移均可能影響獲利。

Supply Chain

Upstream
  • 科城精銅 年報列為銅材主要供應商之一;非台股上市櫃公司或未能確認台股掛牌,stock_id 設為 null。
  • 江西銅業 年報列為銅材主要供應商之一;為中國/香港上市公司,非台股上市櫃公司。
  • 泰州聯成 年報列為 PVC 粉供應商;應為中國大陸供應商或聯成系企業,非台股掛牌主體。
  • 中山聯成 年報列為可塑劑供應商;應為中國大陸供應商或聯成系企業,非台股掛牌主體。
  • 銅材、PVC粉、可塑劑、鋁箔、PE代理商與製造商 聯穎主要原料供應來源;年報表示供應者為國內外代理商或製造商,採適時、適量、適價採購並維持長期配合。
Downstream
  • 消費性電子與影音設備品牌/系統客戶 下游應用包含螢幕、LCD Display、FDD/HDD、印表機、DVD、HDTV、數位相機、遊戲機、手機、平板、AR/VR、無人機等;年報未揭露單一客戶名稱,且 2024 年前十大銷貨客戶皆不到營收10%。
  • 通訊網路與雲端伺服器客戶 採購 LAN、SFP、SAS、低損失同軸高頻線、伺服器內部傳輸線等,用於區域網路、交換機、機上盒、雲端伺服器與週邊設備;未揭露具名客戶。
  • 汽車電子與電動車客戶 採購車用影音、GPS、倒車影像、車體內部數據傳輸、車用電子5G傳輸、新能源充電樁與 EV Cable 等;未揭露具名客戶。
  • 醫療、工控、工業視覺與機器人客戶 採購醫療設備用線、內窺鏡/神經電生理檢測線束、工業相機 Camera Link/AOC 線、拖鏈電纜、機器人手臂與工業自動化線材;未揭露具名客戶。
  • 美系策略客戶 MoneyDJ 2026 年報導提及公司搭配美系策略客戶交貨工廠端邊緣 AI Camera CXP 工業攝影機纜線;未揭露客戶名稱,推估屬未公開或海外客戶。

Competitors

  • 太空梭 2440 台股上市公司,連接線材、絞銅線與高頻高速傳輸線材相關業者,與聯穎在線材/傳輸線應用有競爭與題材重疊。
  • 建通 2460 台股上市公司,連接器/端子與相關電子零組件業者;StockFeel 列為聯穎競爭對手。
  • 良得電 2462 台股上市公司,電源線與線材組件業者;與聯穎在線材與線組供應鏈部分重疊。
  • 健和興 3003 台股上市公司,連接器與端子零組件業者;屬廣義連接器競爭群。
  • 今皓 3011 台股上市公司,連接線與連接器相關業者;屬廣義訊號/電源線組競爭群。
  • 信邦 3023 台股上市公司,連接線組與電子系統整合業者,應用涵蓋工業、醫療、汽車等,與聯穎高階線組方向重疊。
  • 貿聯-KY 3665 台股上市公司,高速傳輸線、車用、工業與資料中心連接線束大廠;規模與客戶層級較高,屬高階連接線材重要同業。
  • 宏致 3605 台股上市公司,連接器與線纜組件業者,與高速傳輸、電腦/消費性與車用連接應用相關。
  • 佳必琪 6197 台股上市公司,連接線與連接器相關業者,市場常列入高速傳輸連接線族群比較。
  • 嘉基 6715 台股上市公司,高速傳輸介面與網通/伺服器相關連接器、線材業者,與聯穎高速線產品布局存在競爭。
  • 長盛 3492 台股上櫃公司,連接器與線材相關零組件業者;鉅亨網產業排行列於聯穎相關同業。
  • 詠昇 6418 台股上櫃公司,連接器與線材相關零組件業者;鉅亨網產業排行列於聯穎相關同業。
Sources(16)

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.