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Help me set up FinLab and analyze 3552 同致. Please read: https://finlab.finance/en/setup?stock=3552

3552

同致 Other Electronics As of 2026-06-17 Updated daily after market close

quality needs a look, premium valuation.

1 active signal
This page refreshes daily after the close. Add 同致 to your watchlist to track signal changes on your next visit.
Valuation 44Quality 23Growth 67Momentum 46Chips 12

Is 同致 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 21th market percentile. Latest quarterly ROE ≈ 0.0%.

  • Valuation is high.PE is in the 87th market percentile; within its own history, PE is around the 91th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -4.5% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 22.4%, 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 +0.19
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 玉山證券 holds 480 lots
  • sellers have 133 lots left, ~310 sessions to clear

Window from 2026-01-17 · Price -19% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 玉山證券 has accumulated 480 lots since the start (sold 5%), still adding.
  • Main distributor 國票證券 peaked at 169 lots, has sold 88%, 21 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders +0, retail +0.76pp — little change.
  • Foreign hedge-desk net short Net short -362 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
玉山證券中國信託-永康華南永昌-潮州兆豐-新竹元大-鳳中統一-桃園
Distributing
國票證券富邦-八德群益金鼎-嘉義兆豐-南門永豐金-台中宏遠-桃園
Desks
own scale
美商高盛摩根大通港商野村元大證券
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 玉山證券 +480
    sold 5%· still adding
  • 中國信託-永康 +201
    sold 11%
  • 華南永昌-潮州 +100
    sold 0%
  • 兆豐-新竹 +98
    sold 0%
  • 元大-鳳中 +69
    sold 0%
  • 統一-桃園 +66
    sold 14%

Distributing

  • 國票證券 21 left
    sold 88%· paused recently
  • 富邦-八德 69 left
    sold 43%· paused recently
  • 群益金鼎-嘉義 8 left
    sold 88%· ~3 sessions to clear
  • 兆豐-南門 13 left
    sold 79%· paused recently
  • 永豐金-台中 26 left
    sold 57%· paused recently
  • 宏遠-桃園 42 left
    sold 29%· paused recently

Desks

  • 美商高盛 -486
    hedge desk · will cover
  • 摩根大通 -324
    hedge desk · will cover
  • 港商野村 -232
    hedge desk · will cover
  • 元大證券 -215
    unclassified
Still selling 133 lots ~310 sessions to bottom at most
Recent buy/sell force +323 absorbed / -55 sold buyers slightly ahead
Hedge-desk net short -160 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)

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 22.43%

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

74 historical occurrences (since 2009-01-07)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 59.1%, Sample 66, Median +1.5%, Excess +2.97%, Beat mkt rate 59.1%;60-day: Win 56.1%, Sample 66, Median +6.93%, Excess +7.68%, Beat mkt rate 54.5%;120-day: Win 66.7%, Sample 66, Median +10.08%, Excess +12.02%, Beat mkt rate 54.5%

120 days after: historical avg +19.42%

20-day +3.95%
60-day +10.69%
120-day +19.42%
20-day
60-day
120-day
Win
59.1%
56.1%
66.7%
Sample
66
66
66
Median
+1.5%
+6.93%
+10.08%
Excess
+2.97%
+7.68%
+12.02%
Beat mkt rate
59.1%
54.5%
54.5%

Over 66 occurrences, 120-day forward avg gained 19.42%, beat the market by 12.02 pts; win rate 66.7%.

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 58+47.4% +45.4% 58.6% +24.4%
20-40 297+33.8% -2.7% 45.8% +13.2%
40-60 437+25.9% -14.1% 45.3% +11.5%
60-80 845+1.3% -21.4% 25.4% -13.7%
80-100 You are here1008+43% +1.3% 50.6% +17.3%

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 ≈ 83.83, at the 91.4th 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
+6.5%
Win rate 66% Excess -0.6%
50d
+3.5%
Win rate 35% Excess -2.3%
183d
Now
+17.6%
Win rate 45.5% Excess +8.9%
1077d
60-day momentum down
+27.5%
Win rate 73.9% Excess +16.2%
157d
-1.9%
Win rate 37.6% Excess -8.7%
679d
+22.7%
Win rate 34.9% Excess +5.3%
619d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1077 historical days, 120-day forward avg gained 17.6%, win rate 45.5%, beat the market by 8.9%.

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.

18 times historically; 60-day forward avg +17.77%, win rate 55.6%, beating the market by +16.35 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.

54 times historically; 60-day forward avg +5.82%, win rate 47.2%, beating the market by +0.82 pts on average.

What does 同致 do? Company profile

其他電子/車用電子/汽車電子零組件 上櫃(櫃買中心)

Overview

3552 對應證券為上櫃普通股「同致」,公司全名為同致電子企業股份有限公司,英文名 TUNG THIH ELECTRONIC CO., LTD.。公司成立於 1979/12/07,掛牌上櫃日期為 2009/01/07,總部位於桃園市蘆竹區南青路1156巷9號。董事長與總經理為陳信忠;2026 年年報並揭露陳聖儒於 2026/03 起兼任集團總經理與人資長。實收資本額約新台幣 9.79 億元,已發行普通股約 97,918,334 股。2025 年(民國114年)合併營收為新台幣 8,461,001 仟元,稅後淨利 65,944 仟元,EPS 0.67 元,2025 年研發費用 972,215 仟元。員工規模:2024 年 1,981 人,2025 年 1,772 人,截至 2026/03/31 為 1,722 人,其中經理人 8 人、技術人員 559 人、一般職員 1,155 人,平均年齡 38.7 歲,平均服務年資 7.1 年。主要股東(2026/04/26):陳信忠 6.20%、全航投資 3.76%、陳聖儒 3.70%、陳舜榮 3.49%、薩摩亞商金石國際 3.19%、旭航投資 3.05%、同展投資 2.45%、張淑貞 1.51%、協億投資 1.40%、薩摩亞商永運國際 1.33%。公司全球布局包含台灣(1979)、廈門(1990)、美國(2005)、昆山(2007)、日本與加拿大(2023)、印度(2024);台灣、廈門、昆山、加拿大等據點有銷售或研發功能,廈門、昆山、印度等有製造工廠,美國工廠仍屬籌備中資訊。

Business

同致是車用電子 Tier 1 供應商,專注設計、製造與銷售汽車電子系統產品給全球汽車品牌商,核心價值在提升駕駛安全性與便利性。2025 年年報揭露主要產品收入 100% 來自汽車電子零組件。依 2026/04 法說簡報的 2025 年營收結構,產品別為:Autonomous Parking Sensing 自動停車感測新台幣 57.416 億元、67.86%;Autonomous Parking Controls 自動停車控制 17.488 億元、20.67%;Intelligent Cabin Control 智能座艙控制 5.190 億元、6.13%;Intelligent Cabin Sensing 智能座艙感測 0.691 億元、0.82%;其他 3.825 億元、4.52%。區域別為:中國大陸 66.238 億元、78.29%;印度 8.983 億元、10.62%;歐洲 4.682 億元、5.53%;亞洲不含中國與印度 2.012 億元、2.38%;北美 1.448 億元、1.71%;南美 1.222 億元、1.44%;非洲與澳洲合計極低。產品線包含超聲波感測器、倒車雷達、停車輔助 UPA、自動停車 APA、側翼保護、尾門開啟輔助、車用攝像頭、RVC 倒車顯影、MVC 多視角攝像頭、SVC 側可視、LDWS 車道偏離警示、AVM 360 度環視、MOD 移動物體偵測、77GHz 毫米波雷達、BCM 車身控制模組、KES 免鑰匙啟動、IMMO 防盜,以及融合全自動泊車與遙控停車輔助。商業模式以 OEM/Tier 1 專案開發、車廠認證、量產供貨為主,進入門檻來自車規品質系統、長期客戶認證、研發能力、成本控制與全球在地製造/服務能力。年報顯示 2025 年最大銷貨客戶 A(匿名)占銷貨淨額 34%,2026 年第一季占 27%,代表仍有一定客戶集中度。

Outlook 2025–2028

2025 基準年:同致 2025 年營收 84.61 億元,年減約 1%,稅後淨利 0.659 億元,EPS 0.67 元;毛利率與獲利能力受整體車市需求、價格競爭、成本與費用壓力影響。2026 展望:公司在年報股東報告書表示 2026 年仍將面臨車市與同業競爭更激烈環境,策略包括開發中國以外客戶、透過新設公司深化在地客戶關係、投入新產品研發、節約成本與費用、提高各製造基地產能利用率。中期 2026-2028 成長動能包括:印度市場本地汽車業擴張與印度廠量產爬坡;歐美、日韓與中國以外客戶拓展;ADAS、智慧駕駛、停車輔助、環視影像、毫米波雷達、車身域控、智能座艙與數位鑰匙需求提升;汽車電子在電動化、智慧化、網聯化、軟體定義汽車趨勢下滲透率提高。公司規劃研發與優化項目包括 AVM 環視影像、無主機倒車輔助、車身控制模組、數位鑰匙、高算力自動泊車系統、網域控制站、車門防撞雷達、AVM+物體/行人偵測、超聲波與影像融合全自動泊車、毫米波 LCA、BCM+RPA+IMMO+PEPS、UPA+APA+BSD+AVM 等整合方案。主要風險與挑戰:中國大陸營收占比 78.29%,區域集中度高;中國新能源車與傳統燃油車價格戰可能壓縮零組件 ASP 與毛利;最大匿名客戶占 2025 年銷貨 34%;車廠認證期長且新產品量產時程不確定;Bosch、Valeo 及中國本土競爭者加速布局;供應鏈需面對晶片、PCB、鏡頭模組、雷達零組件、匯率、關稅、地緣政治與在地化生產要求。2027-2028 屬推估區間,若印度與中國以外客戶開發順利、融合泊車與毫米波雷達/域控產品放量,營收結構有望降低中國單一市場依賴;若價格戰延續或主要客戶專案不如預期,獲利修復可能慢於營收成長。

Supply Chain

Upstream
  • 供應商甲(年報匿名) 2025 年主要進貨供應商之一,進貨金額新台幣 489,023 仟元,占進貨淨額 8%;公司未揭露實名,非台股掛牌資訊無法確認。
  • 供應商乙(年報匿名) 2025 年主要進貨供應商之一,進貨金額新台幣 660,119 仟元,占進貨淨額 11%;公司未揭露實名,非台股掛牌資訊無法確認。
  • 車用晶片、感測器、鏡頭、PCB、毫米波雷達與電子零組件供應商 同致產品包含超聲波、影像、毫米波、BCM、KES、IMMO 等車用電子系統,上游主要為車規 IC、感測器、攝像頭/光學模組、PCB、被動元件、機構件、連接器與 SMT/組裝材料;年報僅稱與海內外原料供應商長期穩定合作,未逐一揭露實名。
Downstream
  • 客戶A(年報匿名) 2025 年最大銷貨客戶,銷貨金額新台幣 2,906,535 仟元,占銷貨淨額 34%;2026 年第一季占 27%;公司未揭露實名,推定為汽車品牌商或其供應鏈客戶。
  • 全球汽車品牌商/整車廠 OEM 公司法說自稱為 Tier 1 supplier,設計、製造、銷售汽車電子系統給全球 automaker;下游應用為新車原廠配套與車用安全/便利配備。
  • 中國大陸汽車市場客戶 2025 年中國大陸營收占 78.29%,為核心下游市場;客戶實名未揭露,包含當地整車廠或其配套供應鏈。
  • 印度汽車市場客戶 2025 年印度營收占 10.62%,公司已設印度製造據點,為 2026-2028 重要成長市場;客戶實名未揭露。

Competitors

  • Robert Bosch GmbH(博世) 年報列為國外競爭對手;德國未上市集團,產品涵蓋車用電子、動力、跨域運算與 ADAS。
  • Valeo(法雷奧) 年報列為國外競爭對手;法國上市公司但非台股,具 OEM 車用電子、感測與駕駛輔助系統能力。
  • Hikvision(海康威視) 年報列為自動泊車單元與 360 全景攝像頭等領域競爭者;中國上市公司,非台股掛牌。
  • Desay SV(德賽西威) 年報列為自動泊車單元競爭者;中國上市公司,非台股掛牌。
  • Longhorn(豪恩汽電) 年報列為倒車雷達與 360 全景攝像頭競爭者;中國公司,非台股掛牌。
  • OFILM(歐菲光) 年報列為 360 全景攝像頭競爭者;中國上市公司,非台股掛牌。
  • 怡利電 2497 台股上櫃車用電子廠,產品包含 HUD、駕駛安全防護、車載影音、360 度 AVM 與 ADAS 等,屬台股相鄰競爭/替代標的,未必與同致所有產品直接重疊。
  • 為升 2231 台股上市車用電子廠,布局 TPMS 與 24/77/79GHz 毫米波雷達,可用於 BSD、RCTA、DOW、LCA、FCW 等,與同致毫米波與 ADAS 感測方向相鄰。
Sources(14)

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.