中華 2204 - 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	43.28	36.7	29.07	122.56	35.02	122.56	N/A	-
2024/2	31.66	-33.5	10.99	79.27	38.51	112.55	N/A	-
2024/1	47.61	43.08	65.86	47.61	65.86	118.4	N/A	銷售台數增加
2023/12	33.28	-11.27	26.85	385.07	30.29	107.98	0.42	-
2023/11	37.51	0.84	54.75	351.79	30.62	108.79	0.41	銷售台數增加
2023/10	37.19	9.08	40.24	314.28	28.24	98.49	0.45	-
2023/9	34.09	25.33	32.31	277.09	26.78	92.28	0.42	-
2023/8	27.2	-12.18	23.38	243.0	26.04	93.3	0.42	-
2023/7	30.98	-11.79	16.24	215.79	26.39	98.88	0.39	-
2023/6	35.12	7.14	49.85	184.81	28.26	94.05	0.37	-
2023/5	32.78	25.32	42.76	149.69	24.07	92.46	0.38	-
2023/4	26.15	-22.0	3.4	116.92	19.67	88.21	0.4	-
2023/3	33.53	17.55	33.51	90.76	25.36	90.76	0.39	-
2023/2	28.52	-0.63	48.84	57.23	21.03	83.46	0.42	-
2023/1	28.71	9.42	2.08	28.71	2.08	79.17	0.45	-
2022/12	26.23	8.23	16.36	295.54	-5.04	76.99	0.55	-
2022/11	24.24	-8.6	25.85	269.31	-6.72	76.52	0.56	-
2022/10	26.52	2.91	18.6	245.07	-9.04	74.33	0.57	-
2022/9	25.77	16.87	7.54	218.55	-11.55	74.46	0.48	-
2022/8	22.05	-17.26	-38.14	192.78	-13.6	72.13	0.5	-
2022/7	26.65	13.71	4.36	170.74	-8.93	73.04	0.49	-
2022/6	23.44	2.07	7.49	144.09	-11.03	71.69	0.44	-
2022/5	22.96	-9.22	-16.49	120.65	-13.91	73.37	0.43	-
2022/4	25.29	0.71	-3.5	97.69	-13.28	69.57	0.46	-
2022/3	25.11	31.05	-7.85	72.4	-16.25	72.4	0.46	-
2022/2	19.16	-31.85	-9.55	47.28	-20.11	69.83	0.48	-
2022/1	28.12	24.74	-26.0	28.12	-26.0	69.92	0.48	-
2021/12	22.54	17.05	-11.31	311.25	0.81	64.16	0.61	-
2021/11	19.26	-13.87	-27.19	288.71	1.9	65.58	0.59	-
2021/10	22.36	-6.68	-20.72	269.45	4.89	81.97	0.48	-
2021/9	23.96	-32.77	-12.31	247.09	8.05	85.14	0.42	-
2021/8	35.64	39.59	51.88	223.13	10.82	82.98	0.43	代工收入增加
2021/7	25.53	17.12	-15.15	187.49	5.4	74.83	0.48	-
2021/6	21.8	-20.7	-19.01	161.95	9.59	75.51	0.59	-
2021/5	27.49	4.89	21.46	140.15	15.96	80.96	0.55	-
2021/4	26.21	-3.83	21.32	112.66	14.69	74.66	0.6	-
2021/3	27.26	28.64	17.78	86.45	12.82	86.45	0.44	-
2021/2	21.19	-44.24	14.42	59.19	10.67	84.57	0.45	-
2021/1	38.0	49.73	8.68	38.0	8.68	89.83	0.42	-
2020/12	25.38	-4.05	-8.12	308.75	-3.72	80.04	0.48	-
2020/11	26.45	-6.22	26.13	283.37	-3.31	82.0	0.46	-
2020/10	28.21	3.13	0.4	256.92	-5.58	79.02	0.48	-
2020/9	27.35	16.53	4.14	228.71	-6.27	80.91	0.41	-
2020/8	23.47	-22.01	17.86	201.37	-7.52	80.69	0.41	-
2020/7	30.09	10.94	8.38	177.9	-10.08	79.86	0.41	-
2020/6	27.13	19.83	-1.8	147.8	-13.1	71.37	0.51	-
2020/5	22.64	4.77	-21.49	120.68	-15.29	67.2	0.54	-
2020/4	21.6	-5.9	-18.05	98.04	-13.71	63.08	0.57	-
2020/3	22.96	23.98	-18.88	76.44	-12.4	76.44	0.51	-
2020/2	18.52	-47.03	-16.45	53.48	-9.29	81.1	0.48	-
2020/1	34.96	26.56	-4.98	34.96	-4.98	83.56	0.46	-
2019/12	27.62	31.73	-1.05	320.71	-8.03	76.69	0.6	-
2019/11	20.97	-25.34	-4.31	293.09	-8.64	75.32	0.61	-
2019/10	28.09	6.97	1.47	272.11	-8.96	74.26	0.62	-
2019/9	26.26	31.89	3.67	244.02	-10.02	73.94	0.47	-
2019/8	19.91	-28.29	-25.54	217.76	-11.43	75.3	0.46	-
2019/7	27.77	0.51	-6.25	197.85	-9.71	84.22	0.41	-
2019/6	27.62	-4.19	-6.2	170.09	-10.25	82.82	0.42	-
2019/5	28.83	9.36	6.0	142.46	-11.0	0.0	N/A	-
2019/4	26.36	-6.84	-8.3	113.63	-14.48	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	47.61	2023/1	28.71	2022/1	28.12	2021/1	38.0	2020/1	34.96
2024/2	31.66	2023/2	28.52	2022/2	19.16	2021/2	21.19	2020/2	18.52
2024/3	43.28	2023/3	33.53	2022/3	25.11	2021/3	27.26	2020/3	22.96
N/A	N/A	2023/4	26.15	2022/4	25.29	2021/4	26.21	2020/4	21.6
N/A	N/A	2023/5	32.78	2022/5	22.96	2021/5	27.49	2020/5	22.64
N/A	N/A	2023/6	35.12	2022/6	23.44	2021/6	21.8	2020/6	27.13
N/A	N/A	2023/7	30.98	2022/7	26.65	2021/7	25.53	2020/7	30.09
N/A	N/A	2023/8	27.2	2022/8	22.05	2021/8	35.64	2020/8	23.47
N/A	N/A	2023/9	34.09	2022/9	25.77	2021/9	23.96	2020/9	27.35
N/A	N/A	2023/10	37.19	2022/10	26.52	2021/10	22.36	2020/10	28.21
N/A	N/A	2023/11	37.51	2022/11	24.24	2021/11	19.26	2020/11	26.45
N/A	N/A	2023/12	33.28	2022/12	26.23	2021/12	22.54	2020/12	25.38

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: 3.4%

	合約負債 QoQ YoY
23Q4 (20)	1.88	-69.08	-7.39
23Q3 (19)	6.08	7.8	18.29
23Q2 (18)	5.64	112.83	50.4
23Q1 (17)	2.65	30.54	-48.34
22Q4 (16)	2.03	-60.51	14.04
22Q3 (15)	5.14	37.07	60.12
22Q2 (14)	3.75	-26.9	380.77
22Q1 (13)	5.13	188.2	549.37
21Q4 (12)	1.78	-44.55	117.07
21Q3 (11)	3.21	311.54	333.78
21Q2 (10)	0.78	-1.27	0
21Q1 (9)	0.79	-3.66	43.64
20Q4 (8)	0.82	10.81	0
20Q3 (7)	0.74	0	0