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自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2026/420.09-1.77-14.1176.4-20.6654.89N/A0.62.61-
2026/320.4542.55-19.8556.31-22.7656.310.590.822.01-
2026/214.35-33.28-42.835.85-24.3356.790.590.241.19-
2026/121.512.73-3.5521.51-3.5564.610.52-
2025/1220.93-5.6-6.88250.93-1.9665.060.490.938.1-
2025/1122.180.99-8.06230.0-1.4963.430.50.917.17-
2025/1021.9613.77-2.87207.82-0.7359.380.540.756.26-
2025/919.36.47-11.11185.87-0.4754.020.620.565.51-
2025/818.129.19-14.8166.570.9252.250.640.564.95-
2025/716.6-5.32-17.71148.443.2552.150.640.284.39-
2025/617.53-2.7-9.33131.856.6758.940.560.434.11-
2025/518.02-22.96-16.04114.329.6466.930.5-0.173.67-
2025/423.39-8.3311.0696.316.2974.00.450.673.84-
2025/325.521.7211.8472.9118.0872.910.421.233.17-
2025/225.0912.4956.3847.3921.7369.870.441.161.94增加56.39%,主因旺季效應及擴廠提升出貨量能,滿足訂單需求,及去年2月遇春節連假工作天數較少所致。
2025/122.3-0.79-2.5522.3-2.5568.90.450.780.78-
2024/1222.48-6.85.26255.967.2869.20.450.99.35-
2024/1124.126.75.14233.487.4768.440.450.958.44-
2024/1022.614.116.33209.367.7565.590.470.847.5-
2024/921.712.060.68186.757.9263.150.480.646.65-
2024/821.275.462.39165.048.9560.780.50.546.01-
2024/720.174.325.04143.7710.060.970.50.715.47-
2024/619.34-9.910.36123.610.8561.860.490.564.76-
2024/521.461.9114.8104.2713.0565.340.460.754.21-
2024/421.06-7.6919.9882.812.659.920.50.933.46-
2024/322.8242.225.1961.7410.2861.74N/A1.02.53-
2024/216.04-29.89-16.9338.9313.560.28N/A0.611.54-
2024/122.887.1552.7422.8852.7467.18N/A0.930.93增加52.75%,主因近期北美暴風雪事件推升碰撞件需求增加,及去年1月遇春節連假工作天數較少所致。
2023/1221.36-6.923.62238.5912.165.55N/A0.536.45-
2023/1122.947.928.03217.2311.0865.76N/A0.485.92-
2023/1021.26-1.418.52194.299.3763.6N/A0.685.44-
2023/921.563.7813.49173.048.3461.54N/A0.784.76-
2023/820.788.1917.53151.477.6559.24N/A0.723.98-
2023/719.2-0.323.27130.76.2357.16N/A0.63.26-
2023/619.273.05-0.86111.496.7655.51N/A0.622.66-
2023/518.696.5111.1592.238.557.94N/A0.472.04-
2023/417.55-19.07-2.1473.537.8558.55N/A0.511.57-
2023/321.6912.314.7455.9811.4255.98N/A0.561.06-
2023/219.3128.938.9334.299.4251.54N/A0.430.5-
2023/114.98-13.13-14.0914.98-14.0950.14N/A0.070.07-
2022/1217.25-3.731.67212.815.7753.1N/A0.144.39-
2022/1117.92-0.17.35195.5517.254.85N/A0.164.25-
2022/1017.94-5.5914.16177.6418.354.61N/A0.394.09-
2022/919.07.4826.55159.718.7855.27N/A0.613.71-
2022/817.68-4.9218.75140.717.8155.7N/A0.463.09-
2022/718.59-4.3225.82123.0217.6754.85N/A0.392.64-
2022/619.4315.5420.56104.4316.3354.19N/A0.542.25-
2022/516.82-6.2321.6185.015.4153.66N/A0.711.71-
2022/417.94-5.122.5568.1813.9750.74N/A0.351.0-
2022/318.935.9911.9150.2411.1950.24N/A0.350.65-
2022/213.9-20.293.5131.3410.7748.27N/A0.10.31-
2022/117.443.0117.3217.4417.3251.06N/A0.20.2-
2021/1216.931.446.04183.776.0849.33N/A0.061.28-
2021/1116.696.233.6166.846.0847.41N/A0.131.22-
2021/1015.714.645.53150.156.3745.61N/A0.111.09-
2021/915.010.85-7.73134.446.4644.67N/A0.040.98-
2021/814.880.724.04119.438.5645.78N/A0.050.94-
2021/714.78-8.310.63104.549.2444.72N/A0.110.89-
2021/616.1216.5427.4289.7710.80.0N/A0.180.78-
2021/513.83-5.5135.1173.657.730.0N/A0.020.6-
股價
長短期營收
營收年增率
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
2026/121.512025/122.32024/122.882023/114.982022/117.44
2026/214.352025/225.092024/216.042023/219.312022/213.9
2026/320.452025/325.522024/322.822023/321.692022/318.9
2026/420.092025/423.392024/421.062023/417.552022/417.94
N/AN/A2025/518.022024/521.462023/518.692022/516.82
N/AN/A2025/617.532024/619.342023/619.272022/619.43
N/AN/A2025/716.62024/720.172023/719.22022/718.59
N/AN/A2025/818.122024/821.272023/820.782022/817.68
N/AN/A2025/919.32024/921.712023/921.562022/919.0
N/AN/A2025/1021.962024/1022.612023/1021.262022/1017.94
N/AN/A2025/1122.182024/1124.122023/1122.942022/1117.92
N/AN/A2025/1220.932024/1222.482023/1221.362022/1217.25
  • 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8季, 最新合約負債佔股本: 6.29%
合約負債 QoQ YoY
26Q1 (8)3.72-2.1116.25
25Q4 (7)3.8-5.2422.58
25Q3 (6)4.016.3735.02
25Q2 (5)3.7717.8163.91
25Q1 (4)3.23.230.0
24Q4 (3)3.14.380.0
24Q3 (2)2.9729.130.0
24Q2 (1)2.30.00.0

每月營收相關資訊

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