聯電 2303 - 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	181.67	4.1	2.7	546.32	0.77	546.32	N/A	-
2024/2	174.51	-8.21	3.07	364.65	-0.15	534.44	N/A	-
2024/1	190.14	11.98	-2.93	190.14	-2.93	547.81	N/A	-
2023/12	169.79	-9.62	-18.93	2225.33	-20.15	549.58	0.65	-
2023/11	187.88	-2.1	-16.66	2055.54	-20.25	570.32	0.63	-
2023/10	191.91	0.72	-21.16	1867.66	-20.59	571.96	0.62	-
2023/9	190.53	0.53	-24.44	1675.75	-20.53	570.69	0.64	-
2023/8	189.52	-0.58	-25.22	1485.22	-19.99	570.72	0.64	-
2023/7	190.64	0.03	-23.21	1295.7	-19.17	568.99	0.64	-
2023/6	190.56	1.48	-23.23	1105.06	-18.43	562.96	0.61	-
2023/5	187.78	1.71	-23.14	914.49	-17.35	549.29	0.63	-
2023/4	184.61	4.36	-19.01	726.71	-15.71	530.81	0.65	-
2023/3	176.89	4.47	-20.1	542.09	-14.52	542.09	0.6	-
2023/2	169.31	-13.57	-18.63	365.21	-11.53	574.67	0.57	-
2023/1	195.9	-6.47	-4.31	195.9	-4.31	630.81	0.52	-
2022/12	209.46	-7.09	3.28	2787.05	30.84	678.36	0.46	-
2022/11	225.45	-7.38	14.66	2577.59	33.74	721.09	0.43	-
2022/10	243.44	-3.46	27.06	2352.14	35.9	749.09	0.41	-
2022/9	252.19	-0.5	34.49	2108.7	37.0	753.92	0.4	-
2022/8	253.46	2.09	34.89	1856.51	37.35	749.98	0.4	-
2022/7	248.27	0.0	35.17	1603.05	37.75	740.85	0.41	-
2022/6	248.26	1.6	43.19	1354.78	38.23	720.55	0.38	-
2022/5	244.33	7.17	42.14	1106.52	37.16	693.7	0.39	-
2022/4	227.96	2.96	39.15	862.19	35.82	657.47	0.42	-
2022/3	221.4	6.39	33.21	634.23	34.66	634.23	0.4	-
2022/2	208.1	1.64	39.21	412.82	35.45	615.62	0.41	-
2022/1	204.73	0.95	31.83	204.73	31.83	604.14	0.42	-
2021/12	202.8	3.14	32.65	2130.11	20.46	591.0	0.39	-
2021/11	196.61	2.62	33.51	1927.31	19.31	575.71	0.4	-
2021/10	191.59	2.17	25.36	1730.7	17.88	566.99	0.41	-
2021/9	187.51	-0.2	29.01	1539.11	17.02	559.07	0.41	-
2021/8	187.9	2.3	26.6	1351.61	15.53	544.93	0.42	-
2021/7	183.66	5.93	18.53	1163.71	13.92	528.92	0.44	-
2021/6	173.37	0.85	18.89	980.05	13.09	509.08	0.44	-
2021/5	171.89	4.92	16.57	806.68	11.92	501.91	0.45	-
2021/4	163.82	-1.42	8.78	634.79	10.73	479.5	0.47	-
2021/3	166.2	11.18	14.06	470.97	11.42	470.97	0.47	-
2021/2	149.48	-3.74	9.85	304.77	10.03	457.65	0.49	-
2021/1	155.3	1.58	10.2	155.3	10.2	455.43	0.49	-
2020/12	152.88	3.81	14.34	1768.21	19.31	452.96	0.5	-
2020/11	147.26	-3.64	6.0	1615.33	19.8	445.42	0.51	-
2020/10	152.83	5.15	4.76	1468.07	21.38	446.58	0.5	-
2020/9	145.34	-2.07	34.24	1315.25	23.66	448.7	0.51	-
2020/8	148.42	-4.21	12.57	1169.91	22.46	449.18	0.51	-
2020/7	154.95	6.26	12.86	1021.49	24.05	448.22	0.51	-
2020/6	145.81	-1.11	24.55	866.54	26.29	443.86	0.53	-
2020/5	147.46	-2.08	20.44	720.73	26.64	443.75	0.53	-
2020/4	150.59	3.35	24.63	573.27	28.34	432.36	0.54	-
2020/3	145.7	7.08	41.1	422.68	29.72	422.68	0.52	-
2020/2	136.06	-3.43	30.05	276.97	24.44	410.67	0.54	-
2020/1	140.91	5.39	19.46	140.91	19.46	413.53	0.54	-
2019/12	133.7	-3.75	17.43	1482.02	-2.01	418.49	0.52	-
2019/11	138.92	-4.76	20.22	1348.32	-3.6	393.05	0.55	-
2019/10	145.87	34.73	15.97	1209.4	-5.74	385.97	0.56	-
2019/9	108.26	-17.88	-8.68	1063.53	-8.1	377.38	0.53	-
2019/8	131.84	-3.96	0.02	955.26	-8.04	386.19	0.52	-
2019/7	137.28	17.26	-4.33	823.42	-9.21	376.77	0.53	-
2019/6	117.07	-4.37	-12.4	686.14	-10.13	360.31	0.54	-
2019/5	122.42	1.32	-6.37	569.08	-9.64	0.0	N/A	-
2019/4	120.82	17.01	-2.65	446.65	-10.5	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	190.14	2023/1	195.9	2022/1	204.73	2021/1	155.3	2020/1	140.91
2024/2	174.51	2023/2	169.31	2022/2	208.1	2021/2	149.48	2020/2	136.06
2024/3	181.67	2023/3	176.89	2022/3	221.4	2021/3	166.2	2020/3	145.7
N/A	N/A	2023/4	184.61	2022/4	227.96	2021/4	163.82	2020/4	150.59
N/A	N/A	2023/5	187.78	2022/5	244.33	2021/5	171.89	2020/5	147.46
N/A	N/A	2023/6	190.56	2022/6	248.26	2021/6	173.37	2020/6	145.81
N/A	N/A	2023/7	190.64	2022/7	248.27	2021/7	183.66	2020/7	154.95
N/A	N/A	2023/8	189.52	2022/8	253.46	2021/8	187.9	2020/8	148.42
N/A	N/A	2023/9	190.53	2022/9	252.19	2021/9	187.51	2020/9	145.34
N/A	N/A	2023/10	191.91	2022/10	243.44	2021/10	191.59	2020/10	152.83
N/A	N/A	2023/11	187.88	2022/11	225.45	2021/11	196.61	2020/11	147.26
N/A	N/A	2023/12	169.79	2022/12	209.46	2021/12	202.8	2020/12	152.88

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: 2.59%

	合約負債 QoQ YoY
23Q4 (20)	32.51	3.93	-8.35
23Q3 (19)	31.28	4.16	-27.54
23Q2 (18)	30.03	-8.14	-34.6
23Q1 (17)	32.69	-7.84	-25.64
22Q4 (16)	35.47	-17.84	3.05
22Q3 (15)	43.17	-5.99	28.41
22Q2 (14)	45.92	4.46	59.22
22Q1 (13)	43.96	27.72	55.5
21Q4 (12)	34.42	2.38	68.64
21Q3 (11)	33.62	16.57	74.11
21Q2 (10)	28.84	2.02	75.43
21Q1 (9)	28.27	38.51	96.73
20Q4 (8)	20.41	5.7	106.58
20Q3 (7)	19.31	17.46	72.1
20Q2 (6)	16.44	14.41	71.97
20Q1 (5)	14.37	45.45	55.18
19Q4 (4)	9.88	-11.94	0.0
19Q3 (3)	11.22	17.36	0.0
19Q2 (2)	9.56	3.24	0.0
19Q1 (1)	9.26	0.0	0.0