MARKET STRUCTURE · TWSE SECTOR INDICES

TW Sector Rotation

Data as of 2026-07-31 (close)｜Returns: TWSE sector indices · Flows: institutional per-stock aggregation · Daily

Today's Rotation Snapshot 2026-07-31

Unit: 100M TWD

As of 2026-07-31, 24 TWSE sectors closed higher and 8 lower, with 14 sectors migrating across rotation quadrants; foreign investors were net +675.5 and investment trusts +333.8 (100M TWD) market-wide. The market margin balance sits at the 99th percentile of the past year.

Sectors Up / Down

24 / 8

14 sectors migrated quadrants today

Foreign Net (Market-Wide)

+675.5

Trust Net (Market-Wide)

+333.8

Net buying 4 straight days

Margin Balance Change

+136.0

Balance at the 99th percentile of the past year

Rotation Quadrants (Relative Strength × Momentum)

Electronics Financials Traditional

Sector × Period Return Heatmap

Click headers to sort · Click a sector for constituents

Sector / Weight

1D%

5D%

20D%

Foreign

Trust

Dealer

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Quadrants are computed from relative strength and its rate of change; rule-based descriptions, not investment advice.

Reading the Quadrants

Leading: stronger than TAIEX, momentum still building (top right).

Weakening: still stronger than TAIEX, but momentum is fading (bottom right).

Lagging: weaker than TAIEX, momentum still fading (bottom left).

Improving: still weaker than TAIEX, but momentum is turning up (top left). Sectors typically rotate clockwise: Improving → Leading → Weakening → Lagging.

Sector Breadth (1Y)

% of sectors up

What is sector rotation?

Sector rotation is the movement of market money between industries. This page computes each sector's period returns from official TWSE sector indices, along with its strength relative to the TAIEX and the change in that strength (momentum); it also aggregates the three major institutional investors' net buy/sell across each sector's constituents, showing which industries money is leaving and which it is entering. Data updates daily after the close.

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Top constituents by sector2026-07-31

The largest constituents of each TWSE sector by market value — open a stock for its institutional buy/sell detail.

Information Service 精誠(6214) 零壹(3029) 敦陽科(2480) 關貿(6183) 邁達特(6112)

Finance and Insurance 富邦金(2881) 國泰金(2882) 中信金(2891) 元大金(2885) 台新新光金(2887)

Automobile 和泰車(2207) 鴻華先進-創(2258) 三陽工業(2206) 東陽(1319) 裕隆(2201)

Household 億豐(8464) 櫻花(9911) 福興(9924) 商億-KY(8482) 成霖(9934)

Cement 台泥(1101) 亞泥(1102) 環泥(1104) 嘉泥(1103) 東泥(1110)

Tourism and Hospitality 晶華(2707) 王品(2727) 國賓(2704) 雄獅(2731) 柏文(8462)

Building Materials and Construction 興富發(2542) 鼎固-KY(2923) 愛山林(2540) 櫻花建(2539) 潤弘(2597)

Semiconductors 台積電(2330) 聯發科(2454) 日月光投控(3711) 聯電(2303) 南亞科(2408)

Shipping and Transportation 長榮(2603) 萬海(2615) 長榮航(2618) 陽明(2609) 台灣高鐵(2633)

Digital and Cloud Services LINEPAY(7722) 中華資安(7765) GOGOLOOK(6902) 微程式(7721) 資拓宏宇(6614)

Paper and Pulp 永豐餘(1907) 正隆(1904) 華紙(1905) 榮成(1909) 士紙(1903)

Iron and Steel 中鋼(2002) 大成鋼(2027) 東和鋼鐵(2006) 豐興(2015) 長榮鋼(2211)

Textiles 遠東新(1402) 儒鴻(1476) 聚陽(1477) 新纖(1409) 福懋(1434)

Sports and Leisure 寶成(9904) 豐泰(9910) 來億-KY(6890) 復盛應用(6670) 巨大(9921)

Rubber 正新(2105) 南港(2101) 台橡(2103) 建大(2106) 南帝(2108)

Other Electronics 鴻海(2317) 致茂(2360) 貿聯-KY(3665) 漢唐(2404) 亞翔(6139)

Others 中租-KY(5871) 潤泰新(9945) 中保科(9917) 裕融(9941) 和潤企業(6592)

Communications Technology and Internet 智邦(2345) 中華電(2412) 台灣大(3045) 遠傳(4904) 啟碁(6285)

Food 統一(1216) 聯華(1229) 大成(1210) 卜蜂(1215) 佳格(1227)

Electrical and Cable 華新(1605) 大亞(1609) 華榮(1608) 大東電(1623) 宏泰(1612)

Trading and Consumer Goods 統一超(2912) 富邦媒(8454) 潤泰全(2915) 遠百(2903) 三商(2905)

Electronic Products Distribution 文曄(3036) 大聯大(3702) 聯強(2347) 崇越(5434) 至上(8112)

Computer and Peripheral Equipment 廣達(2382) 緯穎(6669) 奇鋐(3017) 華碩(2357) 緯創(3231)

Optoelectronics 大立光(3008) 群創(3481) 友達(2409) 玉晶光(3406) 一詮(2486)

Biotechnology and Medical Care 藥華藥(6446) 康霈*(6919) 禾榮科(7799) 沛爾生醫-創(6949) 保瑞(6472)

Electric Machinery 亞德客-KY(1590) 華城(1519) 東元(1504) 新代(7750) 上銀(2049)

Chemical 長興(1717) 材料*-KY(4763) 勝一(1773) 台肥(1722) 南寶(4766)

Electronic Parts/Components 台達電(2308) 台光電(2383) 欣興(3037) 國巨*(2327) 川湖(2059)

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