玩股撇步(動畫小學堂)  

  • 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)
2024/224.64-25.67-4.9657.812.3185.13N/A-
2024/133.1521.2729.8833.1529.8891.12N/A-
2023/1227.34-10.757.15347.937.1389.740.66-
2023/1130.63-3.550.53320.597.1392.850.64-
2023/1031.764.313.68289.957.8792.880.64-
2023/930.45-0.67-2.97258.197.290.360.64-
2023/830.664.844.39227.748.7390.030.64-
2023/729.25-2.91-1.34197.079.4387.870.66-
2023/630.125.71-8.18167.8311.5686.280.63-
2023/528.53.03-0.86137.717.0786.250.63-
2023/427.66-8.1107.8109.2122.8783.680.65因去年四月大陸清零政策啟動封控,昆山廠區停工導致去年四月營收大減。
2023/330.116.0614.5381.557.9181.550.71-
2023/225.931.5813.4351.464.3876.970.75-
2023/125.530.04-3.4425.53-3.4481.510.71-
2022/1225.51-16.261.01324.767.9583.920.78-
2022/1130.479.0511.95299.258.5889.80.73-
2022/1027.94-10.9813.53268.788.2188.70.74-
2022/931.396.8733.5240.847.6390.40.71-
2022/829.37-0.928.34209.454.5991.830.7-
2022/729.65-9.6423.41180.084.091.20.7-
2022/632.8114.1544.48150.430.8874.860.95-
2022/528.74115.9718.05117.62-6.9568.331.04-
2022/413.31-49.35-55.0888.88-12.9162.441.14營收減少係因四月大陸清零政策啟動封控,昆山廠區停工造成產值減少。
2022/326.2814.95-5.3375.574.3375.570.98-
2022/222.86-13.5321.2349.2910.3474.550.99-
2022/126.444.662.3826.442.3878.910.94-
2021/1225.26-7.2-4.02300.848.0677.080.99-
2021/1127.2210.592.69275.599.3375.341.01-
2021/1024.614.67-0.39248.3710.1175.231.01-
2021/923.51-13.26-3.78223.7611.474.640.93-
2021/827.1112.8518.51200.2513.573.840.94-
2021/724.025.771.97173.1412.7671.080.98-
2021/622.71-6.721.82149.1214.7276.690.85-
2021/524.35-17.83-5.87126.4117.3981.730.79-
2021/429.636.7514.72102.0624.7476.240.85-
2021/327.7647.2128.6372.4329.3772.430.82-
2021/218.86-26.9728.9644.6729.8370.990.84-
2021/125.82-1.8830.4725.8230.4778.640.76-
2020/1226.31-0.7123.44278.383.2877.530.7-
2020/1126.57.263.95252.061.5575.650.72-
2020/1024.711.15.3225.561.2772.020.76-
2020/924.446.830.12200.850.870.870.68-
2020/822.87-2.89-7.13176.410.8968.730.7-
2020/723.565.622.29153.542.2171.730.67-
2020/622.3-13.77-11.11129.982.1974.00.75-
2020/525.870.158.22107.685.4773.270.75-
2020/425.8319.6820.9781.814.6262.030.89-
2020/321.5847.5811.3655.99-1.555.990.93-
2020/214.62-26.11-13.3234.41-8.1658.820.88-
2020/119.79-18.94-3.9519.79-3.9569.70.75-
2019/1224.41-4.2420.05272.6310.4173.370.7-
2019/1125.58.6613.06248.219.5473.360.7-
2019/1023.46-3.867.28222.729.1572.50.71-
2019/924.41-0.923.29199.259.3872.070.65-
2019/824.636.962.84174.8510.2972.750.64-
2019/723.03-8.2211.61150.2211.6172.020.65-
2019/625.094.9821.17127.1911.6170.340.65-
2019/523.911.9522.79102.099.4964.630.71-
2019/421.3510.1817.0478.195.980.0N/A-
2019/319.3814.86-4.6556.842.340.0N/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
2024/133.152023/125.532022/126.442021/125.822020/119.79
2024/224.642023/225.932022/222.862021/218.862020/214.62
N/AN/A2023/330.12022/326.282021/327.762020/321.58
N/AN/A2023/427.662022/413.312021/429.632020/425.83
N/AN/A2023/528.52022/528.742021/524.352020/525.87
N/AN/A2023/630.122022/632.812021/622.712020/622.3
N/AN/A2023/729.252022/729.652021/724.022020/723.56
N/AN/A2023/830.662022/829.372021/827.112020/822.87
N/AN/A2023/930.452022/931.392021/923.512020/924.44
N/AN/A2023/1031.762022/1027.942021/1024.612020/1024.71
N/AN/A2023/1130.632022/1130.472021/1127.222020/1126.5
N/AN/A2023/1227.342022/1225.512021/1225.262020/1226.31
  • 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: 11.77%
合約負債 QoQ YoY
23Q4 (20)7.18-12.7613.07
23Q3 (19)8.2335.3623.95
23Q2 (18)6.08-8.85-1.94
23Q1 (17)6.675.045.04
22Q4 (16)6.35-4.376.54
22Q3 (15)6.647.116.08
22Q2 (14)6.2-2.368.2
22Q1 (13)6.356.5416.94
21Q4 (12)5.964.213.74
21Q3 (11)5.72-0.1738.83
21Q2 (10)5.735.5249.22
21Q1 (9)5.433.636.05
20Q4 (8)5.2427.1813.67
20Q3 (7)4.127.29116.84
20Q2 (6)3.84-25.0127.22
20Q1 (5)5.1211.06144.98
19Q4 (4)4.61142.630.0
19Q3 (3)1.912.430.0
19Q2 (2)1.69-19.140.0
19Q1 (1)2.090.00.0

每月營收相關資訊

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