正隆 1904 - 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	35.9	24.66	-5.14	100.99	-0.8	100.99	N/A	-
2024/2	28.8	-20.67	-18.47	65.1	1.76	102.47	N/A	-
2024/1	36.3	-2.87	26.71	36.3	26.71	110.93	N/A	-
2023/12	37.38	0.33	5.97	421.46	-4.04	112.61	0.78	-
2023/11	37.25	-1.93	4.22	384.08	-4.91	110.44	0.79	-
2023/10	37.99	7.9	11.77	346.83	-5.8	108.69	0.8	-
2023/9	35.2	-0.83	2.1	308.85	-7.59	103.27	0.86	-
2023/8	35.5	9.0	1.13	273.64	-8.7	103.91	0.85	-
2023/7	32.57	-9.13	-11.0	238.14	-10.01	104.52	0.85	-
2023/6	35.84	-0.74	-4.29	205.57	-9.85	103.76	0.82	-
2023/5	36.11	13.5	-7.99	169.73	-10.94	105.77	0.8	-
2023/4	31.81	-15.94	-17.49	133.63	-11.71	104.98	0.81	-
2023/3	37.85	7.14	-6.83	101.81	-9.73	101.81	0.82	-
2023/2	35.32	23.3	7.52	63.97	-11.36	99.56	0.84	-
2023/1	28.65	-19.51	-27.15	28.65	-27.15	99.98	0.84	-
2022/12	35.59	-0.42	-18.13	439.54	-2.29	105.32	0.89	-
2022/11	35.74	5.18	-13.99	403.95	-0.59	103.88	0.9	-
2022/10	33.98	-0.49	-3.16	367.88	0.83	103.23	0.91	-
2022/9	34.15	-2.7	-17.49	333.89	1.26	105.84	0.92	-
2022/8	35.1	-4.08	7.65	299.74	3.95	109.29	0.89	-
2022/7	36.59	-2.66	-2.2	264.79	3.54	113.44	0.86	-
2022/6	37.6	-4.2	-3.46	228.2	4.52	115.4	0.79	-
2022/5	39.25	1.78	-0.13	190.6	6.26	118.61	0.77	-
2022/4	38.56	-5.5	3.63	151.54	8.18	112.21	0.81	-
2022/3	40.8	24.21	5.45	112.98	9.82	112.98	0.8	-
2022/2	32.85	-16.46	10.72	72.17	12.46	115.26	0.78	-
2022/1	39.32	-8.73	13.95	39.32	13.95	123.97	0.73	-
2021/12	43.08	3.66	-0.06	449.47	12.15	119.74	0.72	-
2021/11	41.56	18.42	19.36	406.38	13.63	118.12	0.73	-
2021/10	35.09	-15.37	4.25	364.9	13.03	109.16	0.79	-
2021/9	41.47	27.18	9.68	329.81	14.05	111.49	0.83	-
2021/8	32.6	-12.86	4.57	288.34	14.71	108.95	0.85	-
2021/7	37.42	-3.86	11.23	255.71	16.14	115.64	0.8	-
2021/6	38.92	-0.95	9.48	218.29	17.02	115.43	0.76	-
2021/5	39.3	5.62	38.14	179.37	18.8	115.34	0.76	-
2021/4	37.2	-4.19	17.05	140.21	14.42	105.7	0.83	-
2021/3	38.83	30.89	17.11	103.01	13.5	103.01	0.79	-
2021/2	29.67	-14.03	-0.76	64.18	11.43	107.11	0.76	-
2021/1	34.51	-19.61	24.6	34.51	24.6	112.25	0.73	-
2020/12	42.93	23.3	-4.75	400.56	-0.82	111.41	0.68	-
2020/11	34.82	3.43	0.39	357.63	-0.32	106.26	0.71	-
2020/10	33.66	-10.91	-4.43	322.8	-0.4	102.62	0.73	-
2020/9	37.79	21.2	17.05	289.13	0.08	102.6	0.77	-
2020/8	31.18	-7.32	-8.34	251.35	-2.05	100.49	0.79	-
2020/7	33.64	-5.68	-0.99	220.29	-1.03	97.76	0.81	-
2020/6	35.67	25.38	12.42	186.65	-1.04	95.9	0.84	-
2020/5	28.45	-10.5	-13.78	150.98	-3.77	93.98	0.86	-
2020/4	31.79	-5.8	-2.81	123.12	-0.63	95.42	0.85	-
2020/3	33.74	12.86	9.55	91.33	0.14	91.33	0.89	-
2020/2	29.9	7.94	17.89	57.59	-4.65	102.53	0.79	-
2020/1	27.69	-38.36	-20.96	27.69	-20.96	107.31	0.76	-
2019/12	44.94	29.57	42.67	403.74	-1.96	114.84	0.67	-
2019/11	34.68	-1.54	0.44	358.8	-5.65	102.28	0.75	-
2019/10	35.22	8.78	-1.64	324.22	-6.23	101.62	0.75	-
2019/9	32.38	-4.8	2.15	289.0	-6.76	100.37	0.87	-
2019/8	34.02	0.1	-5.07	256.62	-7.78	99.53	0.88	-
2019/7	33.98	7.74	-2.18	222.42	-8.26	98.51	0.89	-
2019/6	31.54	-4.42	-13.2	188.44	-9.28	97.24	0.96	-
2019/5	33.0	0.89	-7.78	156.9	-8.44	0.0	N/A	-
2019/4	32.71	5.1	-6.06	124.22	-8.38	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	36.3	2023/1	28.65	2022/1	39.32	2021/1	34.51	2020/1	27.69
2024/2	28.8	2023/2	35.32	2022/2	32.85	2021/2	29.67	2020/2	29.9
2024/3	35.9	2023/3	37.85	2022/3	40.8	2021/3	38.83	2020/3	33.74
N/A	N/A	2023/4	31.81	2022/4	38.56	2021/4	37.2	2020/4	31.79
N/A	N/A	2023/5	36.11	2022/5	39.25	2021/5	39.3	2020/5	28.45
N/A	N/A	2023/6	35.84	2022/6	37.6	2021/6	38.92	2020/6	35.67
N/A	N/A	2023/7	32.57	2022/7	36.59	2021/7	37.42	2020/7	33.64
N/A	N/A	2023/8	35.5	2022/8	35.1	2021/8	32.6	2020/8	31.18
N/A	N/A	2023/9	35.2	2022/9	34.15	2021/9	41.47	2020/9	37.79
N/A	N/A	2023/10	37.99	2022/10	33.98	2021/10	35.09	2020/10	33.66
N/A	N/A	2023/11	37.25	2022/11	35.74	2021/11	41.56	2020/11	34.82
N/A	N/A	2023/12	37.38	2022/12	35.59	2021/12	43.08	2020/12	42.93

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: 8.49%

	合約負債 QoQ YoY
23Q4 (20)	9.41	2.39	11.36
23Q3 (19)	9.19	-23.8	14.3
23Q2 (18)	12.06	42.55	21.82
23Q1 (17)	8.46	0.12	13.56
22Q4 (16)	8.45	5.1	9.03
22Q3 (15)	8.04	-18.79	23.88
22Q2 (14)	9.9	32.89	-24.08
22Q1 (13)	7.45	-3.87	-39.72
21Q4 (12)	7.75	19.41	-34.65
21Q3 (11)	6.49	-50.23	-60.18
21Q2 (10)	13.04	5.5	0
21Q1 (9)	12.36	4.22	-22.51
20Q4 (8)	11.86	-27.24	0
20Q3 (7)	16.3	0	0