欣興 3037 - 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	89.01	7.5	2.73	264.03	-0.61	264.03	N/A	-
2024/2	82.8	-10.21	2.57	175.02	-2.23	256.86	N/A	-
2024/1	92.22	12.67	-6.18	92.22	-6.18	261.22	N/A	-
2023/12	81.85	-6.08	-23.15	1040.36	-25.94	256.89	0.43	-
2023/11	87.15	-0.84	-31.17	958.52	-26.17	262.64	0.42	-
2023/10	87.89	0.34	-34.28	871.36	-25.63	267.66	0.41	-
2023/9	87.59	-4.97	-35.32	783.47	-24.52	265.46	0.39	-
2023/8	92.18	7.57	-24.01	695.88	-22.9	260.55	0.4	-
2023/7	85.69	3.64	-27.25	603.7	-22.72	254.35	0.41	-
2023/6	82.68	-3.84	-32.9	518.01	-21.92	252.35	0.37	-
2023/5	85.98	2.74	-29.26	435.33	-19.41	256.31	0.37	-
2023/4	83.69	-3.4	-24.99	349.35	-16.56	251.04	0.38	-
2023/3	86.64	7.33	-18.88	265.66	-13.49	265.66	0.39	-
2023/2	80.72	-17.88	-15.5	179.02	-10.62	285.53	0.36	-
2023/1	98.3	-7.69	-6.17	98.3	-6.17	331.44	0.31	-
2022/12	106.5	-15.9	4.01	1404.89	34.35	366.9	0.35	-
2022/11	126.64	-5.32	23.23	1298.39	37.65	395.82	0.32	-
2022/10	133.76	-1.23	33.1	1171.75	39.41	390.5	0.33	-
2022/9	135.43	11.63	43.22	1037.99	40.27	374.54	0.38	-
2022/8	121.31	2.98	26.75	902.57	39.83	362.33	0.39	-
2022/7	117.79	-4.4	29.18	781.25	42.11	362.57	0.39	-
2022/6	123.22	1.36	51.41	663.46	44.69	356.35	0.38	產能及客戶需求增加
2022/5	121.56	8.94	51.45	540.24	43.23	339.94	0.39	產能及客戶需求增加
2022/4	111.57	4.46	41.83	418.68	41.01	313.91	0.43	-
2022/3	106.81	11.8	37.59	307.11	40.72	307.11	0.41	-
2022/2	95.53	-8.81	44.47	200.3	42.45	302.7	0.42	-
2022/1	104.77	2.32	40.66	104.77	40.66	309.92	0.41	-
2021/12	102.39	-0.35	38.53	1045.63	18.96	305.64	0.4	-
2021/11	102.76	2.25	41.75	943.23	17.16	297.8	0.41	-
2021/10	100.49	6.27	26.61	840.47	14.73	290.75	0.42	-
2021/9	94.55	-1.2	19.31	739.98	13.29	281.45	0.41	-
2021/8	95.71	4.96	27.98	645.43	12.46	268.27	0.43	-
2021/7	91.18	12.04	19.41	549.72	10.13	252.82	0.45	-
2021/6	81.38	1.39	15.95	458.54	8.45	240.31	0.43	-
2021/5	80.26	2.02	8.71	377.16	6.96	236.55	0.44	-
2021/4	78.67	1.34	7.62	296.9	6.5	222.42	0.46	-
2021/3	77.62	17.38	3.08	218.23	6.1	218.23	0.44	-
2021/2	66.13	-11.22	6.12	140.61	7.85	214.52	0.45	-
2021/1	74.48	0.76	9.42	74.48	9.42	220.88	0.43	-
2020/12	73.91	1.96	2.32	878.93	6.49	225.77	0.4	-
2020/11	72.49	-8.66	-3.59	805.01	6.89	231.1	0.39	-
2020/10	79.37	0.14	1.36	732.53	8.05	233.39	0.38	-
2020/9	79.25	5.97	1.87	653.16	8.92	230.39	0.4	-
2020/8	74.78	-2.06	-6.12	573.91	9.97	221.32	0.42	-
2020/7	76.36	8.8	5.99	499.13	12.87	220.36	0.42	-
2020/6	70.18	-4.93	7.25	422.77	14.21	217.1	0.43	-
2020/5	73.82	0.99	7.4	352.59	15.71	222.22	0.42	-
2020/4	73.09	-2.93	15.58	278.77	18.13	210.7	0.44	-
2020/3	75.3	20.85	26.37	205.67	19.07	205.67	0.44	-
2020/2	62.31	-8.45	20.74	130.37	15.22	202.61	0.44	-
2020/1	68.07	-5.77	10.6	68.07	10.6	215.49	0.42	-
2019/12	72.23	-3.93	24.1	825.36	8.98	225.72	0.39	-
2019/11	75.19	-3.96	5.89	753.12	7.72	231.28	0.38	-
2019/10	78.3	0.65	3.57	677.93	7.92	235.75	0.37	-
2019/9	77.79	-2.34	7.74	599.63	8.52	229.49	0.38	-
2019/8	79.66	10.57	7.92	521.84	8.64	217.14	0.4	-
2019/7	72.04	10.09	6.15	442.18	8.77	206.21	0.42	-
2019/6	65.44	-4.8	8.52	370.14	9.29	197.41	0.42	-
2019/5	68.74	8.69	22.73	304.7	9.46	0.0	N/A	-
2019/4	63.24	6.13	11.44	235.97	6.12	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	92.22	2023/1	98.3	2022/1	104.77	2021/1	74.48	2020/1	68.07
2024/2	82.8	2023/2	80.72	2022/2	95.53	2021/2	66.13	2020/2	62.31
2024/3	89.01	2023/3	86.64	2022/3	106.81	2021/3	77.62	2020/3	75.3
N/A	N/A	2023/4	83.69	2022/4	111.57	2021/4	78.67	2020/4	73.09
N/A	N/A	2023/5	85.98	2022/5	121.56	2021/5	80.26	2020/5	73.82
N/A	N/A	2023/6	82.68	2022/6	123.22	2021/6	81.38	2020/6	70.18
N/A	N/A	2023/7	85.69	2022/7	117.79	2021/7	91.18	2020/7	76.36
N/A	N/A	2023/8	92.18	2022/8	121.31	2021/8	95.71	2020/8	74.78
N/A	N/A	2023/9	87.59	2022/9	135.43	2021/9	94.55	2020/9	79.25
N/A	N/A	2023/10	87.89	2022/10	133.76	2021/10	100.49	2020/10	79.37
N/A	N/A	2023/11	87.15	2022/11	126.64	2021/11	102.76	2020/11	72.49
N/A	N/A	2023/12	81.85	2022/12	106.5	2021/12	102.39	2020/12	73.91

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: 37.54%

	合約負債 QoQ YoY
23Q4 (20)	57.26	-5.48	3.13
23Q3 (19)	60.58	6.09	15.54
23Q2 (18)	57.1	0.07	21.83
23Q1 (17)	57.06	2.77	40.13
22Q4 (16)	55.52	5.89	116.88
22Q3 (15)	52.43	11.86	150.62
22Q2 (14)	46.87	15.1	179.99
22Q1 (13)	40.72	59.06	221.14
21Q4 (12)	25.6	22.37	203.32
21Q3 (11)	20.92	24.97	406.54
21Q2 (10)	16.74	32.02	0
21Q1 (9)	12.68	50.24	0
20Q4 (8)	8.44	104.36	0
20Q3 (7)	4.13	0	0