南紡 1440 - 每月營收

大部份公司都有淡旺季, 所以通常是看年增率
如果是成長期(在炒新的成長動能)的公司或景氣從谷底翻揚, 就可以觀察月增率
漲很多的股票要留意營收年增率或月增率大幅減少, 又或者是合約負債已經開始減少
留意短期平均營收向上或向下穿越長期平均營收
觀察累計營收年增率的累計增加或虧損收斂

每月營收 (營收搶先看、自結損益)

年/月	營收	月增率(%)	去年同期年增率(%)	累計營收	累計營收年增率(%)	近三月累計營收	存貨銷售比	備註(年增率變動50%需說明原因)
2024/3	15.1	19.76	-26.52	42.25	-22.51	42.25	N/A	-
2024/2	12.61	-13.34	-37.16	27.16	-20.09	40.26	N/A	-
2024/1	14.55	11.05	4.5	14.55	4.5	41.33	N/A	-
2023/12	13.1	-4.29	-27.94	194.45	-11.48	44.28	1.3	-
2023/11	13.69	-21.74	-23.38	181.35	-9.99	45.95	1.25	-
2023/10	17.49	18.38	-6.51	167.67	-8.69	48.17	1.19	-
2023/9	14.77	-7.09	-16.05	150.18	-8.94	45.35	1.15	-
2023/8	15.9	8.37	-1.54	135.4	-8.09	47.14	1.11	-
2023/7	14.67	-11.44	-15.06	119.5	-8.9	48.85	1.07	-
2023/6	16.57	-5.9	-11.15	104.83	-7.96	50.29	1.13	-
2023/5	17.61	9.28	-10.55	88.26	-7.34	54.27	1.05	-
2023/4	16.11	-21.58	-8.73	70.65	-6.5	56.73	1.0	-
2023/3	20.55	2.42	-0.27	54.53	-5.83	54.53	1.13	-
2023/2	20.06	44.12	3.11	33.98	-8.9	52.16	1.18	-
2023/1	13.92	-23.42	-22.0	13.92	-22.0	49.97	1.23	-
2022/12	18.18	1.76	-3.78	219.68	8.78	54.75	1.08	-
2022/11	17.87	-4.5	2.52	201.5	10.08	54.17	1.09	-
2022/10	18.71	6.3	21.51	183.64	10.88	52.46	1.13	-
2022/9	17.6	8.95	42.65	164.93	9.79	51.03	1.42	-
2022/8	16.15	-6.49	14.17	147.33	6.85	52.08	1.39	-
2022/7	17.27	-7.37	0.35	131.18	6.01	55.61	1.3	-
2022/6	18.65	-5.26	1.65	113.9	6.93	55.99	1.21	-
2022/5	19.69	11.51	23.62	95.25	8.02	57.95	1.17	-
2022/4	17.65	-14.32	-6.67	75.56	4.58	57.72	1.17	-
2022/3	20.61	5.9	-5.31	57.91	8.58	57.91	1.0	-
2022/2	19.46	9.01	35.51	37.3	18.16	56.2	1.03	-
2022/1	17.85	-5.54	3.69	17.85	3.69	54.17	1.07	-
2021/12	18.9	8.43	6.04	201.94	14.55	51.72	1.09	-
2021/11	17.42	13.17	6.67	183.04	15.5	45.16	1.25	-
2021/10	15.4	24.8	-4.65	165.61	16.52	41.88	1.35	-
2021/9	12.34	-12.79	-13.01	150.22	19.23	43.7	1.52	-
2021/8	14.15	-17.81	14.94	137.88	23.32	49.71	1.34	-
2021/7	17.21	-6.17	27.64	123.73	24.36	51.49	1.29	-
2021/6	18.35	15.19	35.61	106.52	23.85	53.19	0.98	-
2021/5	15.93	-15.81	35.7	88.17	21.65	56.61	0.92	-
2021/4	18.92	-13.06	82.53	72.25	18.94	55.04	0.95	109年度同期月份正值疫情最嚴峻政府力推各項振興紓困措施之際營收較正常情況驟減基期較低 110年度則已逐漸復甦所致
2021/3	21.76	51.57	27.65	53.33	5.86	53.33	0.87	-
2021/2	14.36	-16.58	-27.44	31.57	-5.28	49.39	0.94	-
2021/1	17.21	-3.4	27.09	17.21	27.09	51.36	0.9	-
2020/12	17.82	9.07	-4.07	176.28	-23.18	50.3	0.76	-
2020/11	16.33	1.15	-7.63	158.46	-24.87	46.67	0.82	-
2020/10	16.15	13.85	-19.71	142.13	-26.44	42.64	0.9	-
2020/9	14.18	15.22	-13.9	125.98	-27.22	39.98	1.1	-
2020/8	12.31	-8.72	-34.39	111.8	-28.63	39.32	1.12	-
2020/7	13.49	-0.31	-37.82	99.49	-27.84	38.75	1.14	-
2020/6	13.53	15.27	-27.27	86.01	-25.98	35.63	1.34	-
2020/5	11.74	13.23	-41.97	72.48	-25.73	39.15	1.22	-
2020/4	10.36	-39.2	-47.44	60.74	-21.49	47.2	1.01	-
2020/3	17.05	-13.85	-23.12	50.38	-12.61	50.38	0.91	-
2020/2	19.79	46.13	30.74	33.33	-6.05	51.91	0.88	-
2020/1	13.54	-27.09	-33.43	13.54	-33.43	49.8	0.92	-
2019/12	18.57	5.02	-1.71	229.5	-8.0	56.37	0.76	-
2019/11	17.69	-12.07	-16.47	210.92	-8.51	54.27	0.79	-
2019/10	20.11	22.1	-5.14	193.24	-7.71	55.35	0.78	-
2019/9	16.47	-12.18	-18.3	173.12	-8.0	56.92	0.95	-
2019/8	18.76	-13.51	-15.6	156.65	-6.76	59.05	0.92	-
2019/7	21.69	16.61	3.42	137.89	-5.41	60.52	0.89	-
2019/6	18.6	-8.03	-14.02	116.2	-6.9	58.55	1.09	-
2019/5	20.22	2.55	-17.14	97.6	-5.41	0.0	N/A	-
2019/4	19.72	-11.06	5.43	77.37	-1.77	0.0	N/A	-

股價

長短期營收

營收年增率

存貨銷售比

由營收觀察是否有淡旺季的情況

年/月	營收	年/月	營收	年/月	營收	年/月	營收	年/月	營收
2024/1	14.55	2023/1	13.92	2022/1	17.85	2021/1	17.21	2020/1	13.54
2024/2	12.61	2023/2	20.06	2022/2	19.46	2021/2	14.36	2020/2	19.79
2024/3	15.1	2023/3	20.55	2022/3	20.61	2021/3	21.76	2020/3	17.05
N/A	N/A	2023/4	16.11	2022/4	17.65	2021/4	18.92	2020/4	10.36
N/A	N/A	2023/5	17.61	2022/5	19.69	2021/5	15.93	2020/5	11.74
N/A	N/A	2023/6	16.57	2022/6	18.65	2021/6	18.35	2020/6	13.53
N/A	N/A	2023/7	14.67	2022/7	17.27	2021/7	17.21	2020/7	13.49
N/A	N/A	2023/8	15.9	2022/8	16.15	2021/8	14.15	2020/8	12.31
N/A	N/A	2023/9	14.77	2022/9	17.6	2021/9	12.34	2020/9	14.18
N/A	N/A	2023/10	17.49	2022/10	18.71	2021/10	15.4	2020/10	16.15
N/A	N/A	2023/11	13.69	2022/11	17.87	2021/11	17.42	2020/11	16.33
N/A	N/A	2023/12	13.1	2022/12	18.18	2021/12	18.9	2020/12	17.82

每季的合約負債通常會反應在未來半年到一年後的營收

合約負債-近20季, 最新合約負債佔股本: 1.36%

	合約負債 QoQ YoY
23Q4 (20)	2.25	-35.16	-25.74
23Q3 (19)	3.47	-38.91	-17.58
23Q2 (18)	5.68	-8.68	10.72
23Q1 (17)	6.22	105.28	-10.25
22Q4 (16)	3.03	-28.03	-51.13
22Q3 (15)	4.21	-17.93	-37.63
22Q2 (14)	5.13	-25.97	-12.46
22Q1 (13)	6.93	11.77	8.96
21Q4 (12)	6.2	-8.15	32.48
21Q3 (11)	6.75	15.19	136.01
21Q2 (10)	5.86	-7.86	77.04
21Q1 (9)	6.36	35.9	85.96
20Q4 (8)	4.68	63.64	45.79
20Q3 (7)	2.86	-13.6	-10.62
20Q2 (6)	3.31	-3.22	-24.94
20Q1 (5)	3.42	6.54	-27.39
19Q4 (4)	3.21	0.31	0.0
19Q3 (3)	3.2	-27.44	0.0
19Q2 (2)	4.41	-6.37	0.0
19Q1 (1)	4.71	0.0	0.0