中光電 5371 - 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	31.9	16.38	-11.2	91.2	-4.71	91.2	N/A	-
2024/2	27.41	-14.07	-12.45	59.3	-0.81	92.57	N/A	-
2024/1	31.9	-4.11	11.97	31.9	11.97	98.28	N/A	-
2023/12	33.27	0.45	-3.26	394.92	-20.67	98.88	0.87	-
2023/11	33.11	1.89	-11.96	361.65	-21.96	101.14	0.85	-
2023/10	32.5	-8.52	-18.15	328.54	-22.84	102.48	0.84	-
2023/9	35.53	3.12	-24.33	296.04	-23.33	104.0	0.76	-
2023/8	34.45	1.28	-15.16	260.51	-23.19	102.84	0.77	-
2023/7	34.02	-1.02	-17.96	226.05	-24.28	100.14	0.79	-
2023/6	34.37	8.23	-34.28	192.04	-25.3	96.33	0.84	-
2023/5	31.75	5.11	-26.77	157.67	-23.0	97.88	0.83	-
2023/4	30.21	-15.89	0.55	125.92	-21.99	97.43	0.84	-
2023/3	35.92	14.73	-23.36	95.71	-27.15	95.71	0.92	-
2023/2	31.3	9.9	-21.98	59.79	-29.25	94.18	0.93	-
2023/1	28.48	-17.16	-35.81	28.48	-35.81	100.49	0.87	-
2022/12	34.39	-8.58	-35.05	497.83	-0.1	111.71	0.93	-
2022/11	37.62	-5.26	-26.13	463.44	4.05	124.28	0.84	-
2022/10	39.71	-15.42	-16.0	425.83	7.95	127.28	0.82	-
2022/9	46.95	15.6	-3.94	386.12	11.21	129.03	0.85	-
2022/8	40.61	-2.04	-1.83	339.17	13.69	134.38	0.82	-
2022/7	41.46	-20.72	3.13	298.55	16.19	137.13	0.8	-
2022/6	52.3	20.6	25.3	257.09	18.62	125.71	1.1	-
2022/5	43.37	44.34	16.52	204.79	17.02	120.28	1.15	-
2022/4	30.04	-35.9	-19.96	161.42	17.16	117.04	1.18	-
2022/3	46.87	16.8	21.34	131.38	31.07	131.38	0.91	-
2022/2	40.13	-9.58	39.92	84.51	37.17	137.45	0.87	-
2022/1	44.38	-16.17	34.77	44.38	34.77	148.25	0.81	-
2021/12	52.94	3.96	36.2	498.33	17.42	151.15	0.62	-
2021/11	50.93	7.72	34.76	445.39	15.53	147.09	0.63	-
2021/10	47.28	-3.28	23.5	394.46	13.44	137.53	0.68	-
2021/9	48.88	18.14	12.82	347.19	12.19	130.46	0.67	-
2021/8	41.37	2.91	6.1	298.31	12.09	123.32	0.71	-
2021/7	40.2	-3.68	8.39	256.93	13.12	119.16	0.73	-
2021/6	41.74	12.15	10.86	216.73	14.04	116.5	0.53	-
2021/5	37.22	-0.85	4.48	174.99	14.82	113.38	0.55	-
2021/4	37.54	-2.81	13.45	137.77	17.98	104.84	0.59	-
2021/3	38.63	34.68	20.58	100.23	19.77	100.23	0.57	-
2021/2	28.68	-12.9	56.04	61.61	19.26	100.48	0.57	合併營收較去年同期增加56.05%，主係去年同期受到疫情造成產能、供應鏈及客戶復工延遲影響致營收大幅下降所致。
2021/1	32.93	-15.28	-1.04	32.93	-1.04	109.59	0.53	-
2020/12	38.87	2.86	-6.62	424.38	-12.87	114.94	0.43	-
2020/11	37.79	-1.27	-13.41	385.51	-13.46	119.39	0.41	-
2020/10	38.28	-11.64	-16.0	347.72	-13.46	120.59	0.41	-
2020/9	43.32	11.11	-1.27	309.45	-13.14	119.41	0.49	-
2020/8	38.99	5.13	-12.22	266.12	-14.8	113.73	0.52	-
2020/7	37.09	-1.48	-10.83	227.13	-15.23	110.36	0.53	-
2020/6	37.65	5.69	-5.9	190.04	-16.04	106.35	0.49	-
2020/5	35.62	7.65	-6.48	152.39	-18.22	100.74	0.52	-
2020/4	33.09	3.29	-6.86	116.77	-21.24	83.5	0.62	-
2020/3	32.03	74.28	-21.83	83.69	-25.77	83.69	0.68	-
2020/2	18.38	-44.77	-39.63	51.66	-28.01	93.28	0.61	-
2020/1	33.28	-20.06	-19.44	33.28	-19.44	118.55	0.48	-
2019/12	41.63	-4.62	-10.92	487.11	-12.5	130.84	0.46	-
2019/11	43.64	-4.22	-11.05	445.49	-12.64	133.1	0.46	-
2019/10	45.57	3.84	-5.71	401.84	-12.81	133.88	0.45	-
2019/9	43.88	-1.21	-12.71	356.27	-13.65	129.9	0.56	-
2019/8	44.42	6.78	-11.82	312.38	-13.78	126.03	0.58	-
2019/7	41.6	3.96	-14.63	267.96	-14.09	119.7	0.61	-
2019/6	40.01	5.04	-17.99	226.36	-13.99	113.62	0.65	-
2019/5	38.09	7.21	-18.32	186.35	-13.08	0.0	N/A	-
2019/4	35.52	-13.31	-19.33	148.26	-11.63	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	31.9	2023/1	28.48	2022/1	44.38	2021/1	32.93	2020/1	33.28
2024/2	27.41	2023/2	31.3	2022/2	40.13	2021/2	28.68	2020/2	18.38
2024/3	31.9	2023/3	35.92	2022/3	46.87	2021/3	38.63	2020/3	32.03
N/A	N/A	2023/4	30.21	2022/4	30.04	2021/4	37.54	2020/4	33.09
N/A	N/A	2023/5	31.75	2022/5	43.37	2021/5	37.22	2020/5	35.62
N/A	N/A	2023/6	34.37	2022/6	52.3	2021/6	41.74	2020/6	37.65
N/A	N/A	2023/7	34.02	2022/7	41.46	2021/7	40.2	2020/7	37.09
N/A	N/A	2023/8	34.45	2022/8	40.61	2021/8	41.37	2020/8	38.99
N/A	N/A	2023/9	35.53	2022/9	46.95	2021/9	48.88	2020/9	43.32
N/A	N/A	2023/10	32.5	2022/10	39.71	2021/10	47.28	2020/10	38.28
N/A	N/A	2023/11	33.11	2022/11	37.62	2021/11	50.93	2020/11	37.79
N/A	N/A	2023/12	33.27	2022/12	34.39	2021/12	52.94	2020/12	38.87

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: 19.85%

	合約負債 QoQ YoY
23Q4 (20)	7.76	-7.4	46.69
23Q3 (19)	8.38	23.05	73.5
23Q2 (18)	6.81	12.94	44.28
23Q1 (17)	6.03	13.99	37.67
22Q4 (16)	5.29	9.52	75.75
22Q3 (15)	4.83	2.33	66.55
22Q2 (14)	4.72	7.76	94.24
22Q1 (13)	4.38	45.51	52.08
21Q4 (12)	3.01	3.79	20.4
21Q3 (11)	2.9	19.34	-6.75
21Q2 (10)	2.43	-15.62	-19.8
21Q1 (9)	2.88	15.2	-21.95
20Q4 (8)	2.5	-19.61	-14.97
20Q3 (7)	3.11	2.64	-14.33
20Q2 (6)	3.03	-17.89	-28.37
20Q1 (5)	3.69	25.51	-13.99
19Q4 (4)	2.94	-19.01	0.0
19Q3 (3)	3.63	-14.18	0.0
19Q2 (2)	4.23	-1.4	0.0
19Q1 (1)	4.29	0.0	0.0