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)
2026/61.88-12.6-46.4612.02-38.146.03N/A-
2026/52.156.84-44.7210.14-36.35.75N/A-
2026/42.0125.94-43.668.0-33.595.52N/A-
2026/31.6-16.53-52.695.99-29.355.990.91國際情勢不穩且通膨疑慮升高,致使近期客戶下單越趨保守策略。
2026/21.91-22.952.414.39-13.936.630.82-
2026/12.4810.66-23.42.48-23.47.250.75-
2025/122.24-11.19-0.7636.2921.447.480.72-
2025/112.52-7.01-13.3234.0523.267.860.69-
2025/102.713.5722.431.5327.578.720.62-
2025/92.62-22.5721.228.8128.089.380.65-
2025/83.390.3427.4526.1928.8110.260.59-
2025/73.37-3.7543.7922.8129.0110.760.56-
2025/63.5-9.7652.8319.4326.7510.960.64客戶因應美國關稅,提前下訂單
2025/53.888.8941.1315.9322.1710.820.65-
2025/43.575.7616.1812.0417.098.810.8-
2025/33.3780.6822.348.4817.488.480.84-
2025/21.87-42.3817.025.114.477.360.96-
2025/13.2443.3813.123.2413.128.410.84-
2024/122.26-22.42-37.5229.88-11.537.390.94-
2024/112.9131.3-12.4727.63-8.417.290.95-
2024/102.222.56-43.9224.71-7.917.040.98-
2024/92.16-18.58-11.8822.49-1.687.161.09-
2024/82.6613.21-2.5820.33-0.467.31.07-
2024/72.352.291.2417.68-0.137.391.05-
2024/62.29-16.67-11.2815.33-0.348.121.1-
2024/52.75-10.35-31.8713.041.868.581.04-
2024/43.0711.386.2910.2817.427.421.21-
2024/32.7672.8119.287.2122.97.21N/A-
2024/21.59-44.294.924.4625.268.07N/A-
2024/12.86-20.8140.412.8640.419.81N/A-
2023/123.628.6783.0733.78-16.7410.9N/A市場回溫,客戶已去化庫存,訂單增加
2023/113.33-15.8848.6530.16-21.859.74N/A-
2023/103.9661.1967.3826.84-26.199.14N/A短期市場需求量增加
2023/92.45-9.99-5.9922.88-32.697.5N/A-
2023/82.7317.66-6.520.43-34.917.63N/A-
2023/72.32-10.36-4.5317.7-37.828.94N/A-
2023/62.59-36.0119.9315.38-40.939.51N/A-
2023/54.0439.8824.4712.8-46.429.24N/A-
2023/42.8924.98-39.578.76-57.576.72N/A2022Q2起國際情勢導致物價原料持續大漲,引發停滯性通膨,降低消費者購買力,及因客戶高估需求庫存太多待去化,大幅減少訂單。
2023/32.3152.02-59.765.87-62.995.87N/A國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,及因客戶高估需求庫存太多待去化大幅減少訂單。
2023/21.52-25.45-60.283.56-64.825.53N/A國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,及因客戶高估需求庫存太多待去化大幅減少訂單。
2023/12.043.23-67.592.04-67.596.25N/A因COVID-19持續影響,全球供應鏈受阻。國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,客戶大幅減少訂單。
2022/121.98-11.75-61.2840.57-34.586.58N/A因COVID-19持續影響,全球供應鏈受阻。國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,客戶大幅減少訂單。
2022/112.24-5.28-61.438.6-32.197.21N/A因COVID-19持續影響,全球供應鏈受阻。國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,客戶大幅減少訂單。
2022/102.36-9.47-63.5836.36-28.887.89N/A因COVID-19持續影響,全球供應鏈受阻。國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,客戶大幅減少訂單。
2022/92.61-10.47-49.5934.0-23.837.95N/A因COVID-19持續影響,全球供應鏈受阻。國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,客戶大幅減少訂單。
2022/82.9220.13-56.7931.39-20.457.5N/A因COVID-19持續影響,全球供應鏈受阻。國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,客戶大幅減少訂單。
2022/72.4312.6-58.5228.47-12.967.83N/A因COVID-19持續影響,全球供應鏈受阻。國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,客戶大幅減少訂單。
2022/62.16-33.59-51.0126.04-3.0310.18N/A因COVID-19持續影響,全球供應鏈受阻。國際情勢導致物價原料運費持續大漲,引發嚴重通膨,降低消費者購買力,客戶大幅減少訂單。
2022/53.25-32.09-33.9523.896.3613.77N/A-
2022/44.78-16.760.620.6417.6514.35N/A-
2022/35.7450.0520.9215.8623.9815.86N/A-
2022/23.83-39.1721.3310.1225.7815.22N/A-
2022/16.2923.3328.656.2928.6517.19N/A-
2021/125.1-12.03-7.0562.0317.6517.39N/A-
2021/115.8-10.6216.6956.9320.5317.47N/A-
2021/106.4925.2939.6551.1320.9818.42N/A-
2021/95.18-23.26-2.3444.6418.6717.78N/A-
2021/86.7515.3465.2439.4622.120.0N/A客戶訂單需求增加
2021/75.8532.9913.9532.7115.880.0N/A-
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
2026/12.482025/13.242024/12.862023/12.042022/16.29
2026/21.912025/21.872024/21.592023/21.522022/23.83
2026/31.62025/33.372024/32.762023/32.312022/35.74
2026/42.012025/43.572024/43.072023/42.892022/44.78
2026/52.152025/53.882024/52.752023/54.042022/53.25
2026/61.882025/63.52024/62.292023/62.592022/62.16
N/AN/A2025/73.372024/72.352023/72.322022/72.43
N/AN/A2025/83.392024/82.662023/82.732022/82.92
N/AN/A2025/92.622024/92.162023/92.452022/92.61
N/AN/A2025/102.712024/102.222023/103.962022/102.36
N/AN/A2025/112.522024/112.912023/113.332022/112.24
N/AN/A2025/122.242024/122.262023/123.622022/121.98
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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