華新 1605 - 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)
2026/6	167.2	-4.23	29.33	907.68	-0.44	497.1	N/A	-
2026/5	174.59	12.41	11.13	740.48	-5.36	487.12	N/A	-
2026/4	155.31	-1.22	-12.04	565.89	-9.5	431.2	N/A	-
2026/3	157.23	32.48	2.5	410.58	-8.5	410.58	1.04	-
2026/2	118.67	-11.88	-23.09	253.36	-14.22	408.54	1.04	-
2026/1	134.68	-13.2	-4.52	134.68	-4.52	417.48	1.02	-
2025/12	155.18	21.59	13.61	1742.72	-2.74	418.65	0.97	-
2025/11	127.62	-6.05	-29.72	1587.54	-4.09	407.58	0.99	-
2025/10	135.85	-5.73	-8.05	1459.92	-0.94	405.46	1.0	-
2025/9	144.11	14.83	-0.63	1324.07	-0.14	412.36	0.97	-
2025/8	125.5	-12.08	-11.4	1179.96	-0.08	397.52	1.0	-
2025/7	142.75	10.42	-5.04	1054.46	1.45	429.12	0.93	-
2025/6	129.27	-17.71	-25.96	911.71	2.55	462.95	0.9	-
2025/5	157.1	-11.02	0.2	782.44	9.51	487.06	0.86	-
2025/4	176.58	15.12	15.98	625.34	12.13	484.27	0.86	-
2025/3	153.38	-0.6	0.89	448.76	10.69	448.76	1.08	-
2025/2	154.31	9.38	30.88	295.38	16.57	431.96	1.12	-
2025/1	141.07	3.28	4.11	141.07	4.11	459.24	1.05	-
2024/12	136.58	-24.78	-0.93	1791.96	-5.74	465.92	0.95	-
2024/11	181.59	22.9	24.55	1655.38	-6.11	474.37	0.93	-
2024/10	147.75	1.87	-2.95	1473.79	-8.88	434.43	1.02	-
2024/9	145.03	2.39	-13.52	1326.04	-9.49	437.01	0.93	-
2024/8	141.65	-5.77	-1.7	1181.01	-8.97	466.58	0.87	-
2024/7	150.32	-13.9	-1.01	1039.36	-9.88	481.72	0.85	-
2024/6	174.61	11.36	12.56	889.04	-11.23	483.64	0.81	-
2024/5	156.78	2.98	-11.47	714.43	-15.59	461.04	0.85	-
2024/4	152.24	0.15	-6.31	557.64	-16.67	422.15	0.93	-
2024/3	152.01	28.93	-13.83	405.4	-20.0	405.4	N/A	-
2024/2	117.9	-12.98	-34.03	253.39	-23.29	391.25	N/A	-
2024/1	135.49	-1.72	-10.64	135.49	-10.64	419.14	N/A	-
2023/12	137.86	-5.43	-6.09	1901.09	5.84	435.89	N/A	-
2023/11	145.79	-4.24	0.93	1763.23	6.9	465.74	N/A	-
2023/10	152.24	-9.22	8.34	1617.44	7.48	464.06	N/A	-
2023/9	167.71	16.38	19.65	1465.2	7.39	463.69	N/A	-
2023/8	144.11	-5.11	0.66	1297.49	5.99	451.1	N/A	-
2023/7	151.87	-2.09	0.43	1153.38	6.69	484.1	N/A	-
2023/6	155.12	-12.41	-0.43	1001.51	7.71	494.74	N/A	-
2023/5	177.11	8.99	0.45	846.39	9.35	516.04	N/A	-
2023/4	162.5	-7.89	-5.53	669.28	11.97	517.65	N/A	-
2023/3	176.43	-1.28	10.0	506.77	19.05	506.77	N/A	-
2023/2	178.72	17.87	37.17	330.35	24.52	477.16	N/A	-
2023/1	151.63	3.27	12.32	151.63	12.32	442.87	N/A	-
2022/12	146.81	1.64	-16.01	1796.08	15.04	431.76	N/A	-
2022/11	144.44	2.79	-1.15	1649.27	18.95	425.12	N/A	-
2022/10	140.51	0.24	2.44	1504.84	21.32	423.84	N/A	-
2022/9	140.17	-2.09	-2.62	1364.32	23.67	434.54	N/A	-
2022/8	143.16	-5.32	6.67	1224.15	27.61	450.17	N/A	-
2022/7	151.21	-2.94	4.65	1081.0	31.02	483.32	N/A	-
2022/6	155.8	-11.63	9.83	929.78	36.62	504.12	N/A	-
2022/5	176.31	2.49	38.05	773.99	43.67	508.71	N/A	-
2022/4	172.02	7.25	40.48	597.68	45.42	462.68	N/A	-
2022/3	160.38	23.09	40.41	425.66	47.51	425.66	N/A	-
2022/2	130.29	-3.48	79.67	265.28	52.17	440.08	N/A	主係本期銷售價、量均較去年同期增加所致
2022/1	134.99	-22.77	32.59	134.99	32.59	455.91	N/A	-
2021/12	174.8	19.62	47.8	1561.24	38.71	458.07	N/A	-
2021/11	146.12	6.53	53.52	1386.44	37.64	427.22	N/A	主係本期銷售價、量均較去年同期增加所致
2021/10	137.15	-4.71	41.87	1240.32	35.98	415.3	N/A	-
2021/9	143.95	7.26	35.04	1103.17	35.29	422.63	N/A	-
2021/8	134.2	-7.12	51.63	959.22	35.32	0.0	N/A	主係本期銷售價、量均較去年同期增加所致
2021/7	144.49	1.86	62.32	825.03	33.0	0.0	N/A	主係本期銷售價、量均較去年同期增加所致

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
2026/1	134.68	2025/1	141.07	2024/1	135.49	2023/1	151.63	2022/1	134.99
2026/2	118.67	2025/2	154.31	2024/2	117.9	2023/2	178.72	2022/2	130.29
2026/3	157.23	2025/3	153.38	2024/3	152.01	2023/3	176.43	2022/3	160.38
2026/4	155.31	2025/4	176.58	2024/4	152.24	2023/4	162.5	2022/4	172.02
2026/5	174.59	2025/5	157.1	2024/5	156.78	2023/5	177.11	2022/5	176.31
2026/6	167.2	2025/6	129.27	2024/6	174.61	2023/6	155.12	2022/6	155.8
N/A	N/A	2025/7	142.75	2024/7	150.32	2023/7	151.87	2022/7	151.21
N/A	N/A	2025/8	125.5	2024/8	141.65	2023/8	144.11	2022/8	143.16
N/A	N/A	2025/9	144.11	2024/9	145.03	2023/9	167.71	2022/9	140.17
N/A	N/A	2025/10	135.85	2024/10	147.75	2023/10	152.24	2022/10	140.51
N/A	N/A	2025/11	127.62	2024/11	181.59	2023/11	145.79	2022/11	144.44
N/A	N/A	2025/12	155.18	2024/12	136.58	2023/12	137.86	2022/12	146.81

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: 0.24%

	合約負債 QoQ YoY
26Q1 (8)	1.07	-58.69	189.19
25Q4 (7)	2.59	-31.12	56.02
25Q3 (6)	3.76	754.55	2792.31
25Q2 (5)	0.44	18.92	340.0
25Q1 (4)	0.37	-77.71	0.0
24Q4 (3)	1.66	1176.92	0.0
24Q3 (2)	0.13	30.0	0.0
24Q2 (1)	0.1	0.0	0.0