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)
2024/22.89-18.17-52.936.42-39.8511.67N/A主要廣積客戶較去年訂單減少所致
2024/13.53-32.82-22.163.53-22.1613.1N/A-
2023/125.2521.71-21.8359.95-11.5313.291.31-
2023/114.3216.01-36.5654.7-10.3912.411.41-
2023/103.72-14.84-37.5550.38-7.1113.41.3-
2023/94.37-17.66-34.5446.66-3.3515.11.16-
2023/85.31-2.14-23.4942.291.6415.461.14-
2023/75.4214.695.2536.996.6715.921.1-
2023/64.73-17.99-26.3631.566.9215.391.28-
2023/55.7717.829.826.8316.1716.171.22-
2023/44.89-11.128.321.0712.9316.531.19-
2023/35.51-10.26-19.416.178.9816.171.32-
2023/26.1435.364.8610.6733.217.391.23主要廣積客戶較去年訂單增加所致
2023/14.53-32.545.724.535.7218.061.18-
2022/126.72-1.2173.367.7715.919.491.21主要廣積客戶較去年訂單增加所致
2022/116.814.249.761.0511.8219.441.21-
2022/105.96-10.745.154.248.3819.571.2-
2022/96.68-3.7545.8548.288.818.761.28-
2022/86.9434.6237.1141.614.5418.511.3-
2022/75.15-19.7515.6134.67-0.1916.021.5-
2022/66.4244.5616.6229.52-2.5214.681.5-
2022/54.4416.45-39.4223.1-6.7715.091.46-
2022/43.81-44.16-45.5318.666.9414.371.53-
2022/36.8383.5669.8514.8442.1514.841.37主要本公司出貨增加所致
2022/23.72-13.2220.118.0124.7911.891.71-
2022/14.2910.5729.164.2929.1612.711.6-
2021/123.88-14.66-5.8358.4735.6714.091.36-
2021/114.55-19.82-2.554.5940.0614.791.3-
2021/105.6723.8632.6550.0445.8415.31.25-
2021/94.58-9.5129.7344.3847.7214.091.28-
2021/85.0613.547.3439.850.1115.021.2主要為子公司-廣錠本年較去年年增5.96億及廣積母公司今年較去年成長
2021/74.46-19.0526.2734.7450.5217.31.04主要為子公司-廣錠本年較去年年增6億
2021/65.51-24.9269.2230.2854.919.840.88主要為子公司-廣錠較去年同期增加1.53億
2021/57.334.7146.8724.7852.0418.360.95主要為廣積母公司較去年同期增加1.19億及子公司-廣錠較去年同期增加2.89億
2021/47.074.13142.5517.4430.914.121.24主要為廣積母公司較去年同期增加1.40億及子公司-廣錠較去年同期增加2.49億
2021/34.0229.8117.4410.440.0210.441.66-
2021/23.1-6.68-5.866.42-8.4810.541.64-
2021/13.32-19.39-10.793.32-10.7912.11.43-
2020/124.12-11.6421.043.0912.9413.051.15-
2020/114.669.088.3838.9812.1512.461.21-
2020/104.2721.1329.2334.3112.6811.231.34-
2020/93.532.76-1.130.0410.6610.491.57-
2020/83.43-2.7233.0326.5112.4410.221.61-
2020/73.538.4746.4623.089.919.751.68-
2020/63.259.5313.8819.555.179.111.63-
2020/52.972.87-8.5816.33.599.281.6-
2020/42.89-15.68-5.5413.336.779.61.55-
2020/33.424.05-7.0210.4410.7610.441.37-
2020/23.29-11.5734.357.0122.1810.421.37-
2020/13.729.3313.133.7213.1311.431.25-
2019/123.4-20.8520.9538.16-3.0511.011.15-
2019/114.330.0516.0334.75-4.8911.181.14-
2019/103.31-7.3-4.8830.45-7.269.461.34-
2019/93.5738.247.0827.14-7.548.561.52-
2019/82.587.09-22.0623.58-9.417.851.66-
2019/72.41-15.65-43.8921.0-7.578.521.53-
2019/62.86-12.07-5.7618.590.899.161.36-
2019/53.256.29-6.8615.732.29.991.24-
2019/43.06-17.02.6712.484.860.0N/A-
2019/33.6850.3611.969.425.60.0N/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
2024/13.532023/14.532022/14.292021/13.322020/13.72
2024/22.892023/26.142022/23.722021/23.12020/23.29
N/AN/A2023/35.512022/36.832021/34.022020/33.42
N/AN/A2023/44.892022/43.812021/47.02020/42.89
N/AN/A2023/55.772022/54.442021/57.332020/52.97
N/AN/A2023/64.732022/66.422021/65.512020/63.25
N/AN/A2023/75.422022/75.152021/74.462020/73.53
N/AN/A2023/85.312022/86.942021/85.062020/83.43
N/AN/A2023/94.372022/96.682021/94.582020/93.53
N/AN/A2023/103.722022/105.962021/105.672020/104.27
N/AN/A2023/114.322022/116.82021/114.552020/114.66
N/AN/A2023/125.252022/126.722021/123.882020/124.12
  • 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: 9.56%
合約負債 QoQ YoY
23Q4 (20)1.97-5.2941.73
23Q3 (19)2.0812.4355.22
23Q2 (18)1.8579.6129.37
23Q1 (17)1.03-25.9-32.24
22Q4 (16)1.393.735.3
22Q3 (15)1.34-6.29-29.1
22Q2 (14)1.43-5.92-14.88
22Q1 (13)1.5215.15-46.1
21Q4 (12)1.32-30.16120.0
21Q3 (11)1.8912.5204.84
21Q2 (10)1.68-40.43216.98
21Q1 (9)2.82370.0261.54
20Q4 (8)0.6-3.23-15.49
20Q3 (7)0.6216.98-20.51
20Q2 (6)0.53-32.0526.19
20Q1 (5)0.789.86122.86
19Q4 (4)0.71-8.970.0
19Q3 (3)0.7885.710.0
19Q2 (2)0.4220.00.0
19Q1 (1)0.350.00.0

每月營收相關資訊

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