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)
2026/40.64-5.8312.182.391.01.69N/A-
2026/30.6881.4422.531.76-2.511.760.97-
2026/20.37-47.13-40.981.08-13.61.740.99-
2026/10.717.3914.470.7114.471.880.91-
2025/120.6627.6322.357.0321.651.761.13-
2025/110.51-12.66-13.96.3721.581.651.21-
2025/100.598.5238.165.8626.151.61.24-
2025/90.5415.8728.625.2724.931.651.25-
2025/80.47-26.29-4.344.7224.521.771.17-
2025/70.64-4.1840.934.2528.81.891.09-
2025/60.6613.020.193.6226.891.821.22-
2025/50.593.3616.042.9628.491.711.29-
2025/40.572.8530.012.3732.011.751.26-
2025/30.55-12.6110.761.832.651.81.31-
2025/20.632.5484.371.2545.361.791.32113年2月為過年期間出貨天數較少
2025/10.6214.7919.440.6219.441.751.35-
2024/120.54-10.19-5.065.78-1.511.561.54-
2024/110.640.1514.35.24-1.131.451.66-
2024/100.431.031.064.64-2.821.341.79-
2024/90.42-13.82-5.364.22-3.21.361.79-
2024/80.498.594.973.79-2.951.491.63-
2024/70.45-18.278.263.3-4.031.511.62-
2024/60.559.098.12.85-5.721.491.75-
2024/50.5115.8-5.892.3-8.531.441.81-
2024/40.44-12.37-12.921.79-9.251.282.04-
2024/30.545.46-17.351.36-8.01.36N/A-
2024/20.34-33.56-35.630.86-1.541.42N/A-
2024/10.52-8.7651.90.5251.91.6N/A去年1月為過年期間出貨天數減少
2023/120.578.13-12.375.87-27.651.51N/A-
2023/110.5223.92-10.245.3-28.981.39N/A-
2023/100.42-5.38-35.884.78-30.561.33N/A-
2023/90.45-4.41-24.444.35-30.01.33N/A-
2023/80.4711.99-35.433.91-30.581.39N/A-
2023/70.42-18.39-19.083.44-29.871.46N/A-
2023/60.51-5.03-15.393.03-31.131.55N/A-
2023/50.547.16-23.492.51-33.641.64N/A-
2023/40.5-16.83-29.781.98-35.951.64N/A-
2023/30.613.28-41.371.48-37.811.48N/A-
2023/20.5356.797.080.87-35.081.52N/A-
2023/10.34-47.37-59.870.34-59.871.57N/A過年期間出貨天數減少
2022/120.6510.76-20.428.11-4.021.89N/A-
2022/110.58-11.47-23.737.46-2.271.83N/A-
2022/100.6611.49-2.266.880.11.97N/A-
2022/90.59-18.31-14.266.220.361.83N/A-
2022/80.7240.334.765.632.191.84N/A-
2022/70.51-14.66-27.794.911.821.82N/A-
2022/60.6-14.13-11.464.396.962.02N/A-
2022/50.7-1.64-10.353.7910.632.45N/A-
2022/40.71-30.564.123.0916.862.24N/A-
2022/31.03106.9229.842.3721.332.37N/A-
2022/20.5-41.24-3.191.3415.532.15N/A-
2022/10.854.3430.340.8530.342.42N/A-
2021/120.816.1617.068.4511.482.25N/A-
2021/110.7613.4428.27.6410.922.13N/A-
2021/100.67-2.213.536.879.282.05N/A-
2021/90.69-0.1710.656.28.842.09N/A-
2021/80.69-3.2722.895.518.612.08N/A-
2021/70.714.63-8.684.826.842.18N/A-
2021/60.68-13.0511.344.1110.090.0N/A-
2021/50.7814.2435.173.439.840.0N/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
2026/10.712025/10.622024/10.522023/10.342022/10.85
2026/20.372025/20.632024/20.342023/20.532022/20.5
2026/30.682025/30.552024/30.52023/30.62022/31.03
2026/40.642025/40.572024/40.442023/40.52022/40.71
N/AN/A2025/50.592024/50.512023/50.542022/50.7
N/AN/A2025/60.662024/60.552023/60.512022/60.6
N/AN/A2025/70.642024/70.452023/70.422022/70.51
N/AN/A2025/80.472024/80.492023/80.472022/80.72
N/AN/A2025/90.542024/90.422023/90.452022/90.59
N/AN/A2025/100.592024/100.432023/100.422022/100.66
N/AN/A2025/110.512024/110.62023/110.522022/110.58
N/AN/A2025/120.662024/120.542023/120.572022/120.65
  • 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

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