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)
2026/448.6611.43128.89167.2586.02128.99N/A營運穩健續強,訂單能見度高
2026/343.6619.0663.48118.672.75118.60.76訂單續增、營運穩健
2026/236.67-4.1586.0474.9378.65111.40.81營運穩健成長,訂單能見度高
2026/138.264.9272.138.2672.1100.310.9訂單能見度高、營運續強
2025/1236.4742.5659.29283.1131.0485.80.92營運動能持續強勁,營收優於預期
2025/1125.587.6631.28246.6427.6971.721.1-
2025/1023.766.1431.88221.0627.2968.121.16-
2025/922.381.8526.52197.3126.7664.11.13-
2025/821.9811.316.02174.9226.7965.51.1-
2025/719.74-16.9710.29152.9530.4663.041.14-
2025/623.7821.8234.69133.234.164.550.95-
2025/519.52-8.18-8.84109.4333.9767.480.91-
2025/421.26-20.432.1789.9149.1967.680.91-
2025/326.7135.4846.5668.6555.3868.650.83訂單穩健成長
2025/219.71-11.3364.2541.9461.5764.840.88整體銷售持續如上月穩健
2025/122.23-2.8859.2722.2359.2764.610.88受惠於半導體設備需求強勁
2024/1222.8917.4930.8216.0415.6760.390.9-
2024/1119.488.1531.85193.1514.1155.190.99-
2024/1018.011.820.26173.6612.4156.430.97-
2024/917.69-14.656.74155.6514.0156.320.89-
2024/820.7315.810.53137.9615.0156.280.89-
2024/717.91.3936.16117.2315.8556.960.88-
2024/617.65-17.558.3899.3312.8155.150.88-
2024/521.4133.1337.6681.6813.8255.720.87-
2024/416.08-11.7330.5360.267.2246.311.05-
2024/318.2251.839.5344.180.6844.18N/A-
2024/212.0-14.02-13.9425.96-4.7243.46N/A-
2024/113.96-20.244.9413.964.9446.24N/A-
2023/1217.518.4419.36186.76-15.3650.25N/A-
2023/1114.78-17.75-21.19169.26-17.8349.32N/A-
2023/1017.978.4-34.22154.48-17.553.29N/A-
2023/916.57-11.62-27.72136.52-14.6448.47N/A-
2023/818.7542.65-18.87119.94-12.4648.19N/A-
2023/713.15-19.28-36.06101.19-11.1544.99N/A-
2023/616.294.71-14.8988.04-5.6744.16N/A-
2023/515.5526.24-8.3671.76-3.2944.51N/A-
2023/412.32-25.93-6.9856.2-1.7942.9N/A-
2023/316.6419.29-11.2143.88-0.2243.88N/A-
2023/213.944.8328.6927.257.9341.91N/A-
2023/113.3-9.28-7.6713.3-7.6746.71N/A-
2022/1214.66-21.79-22.76220.6725.4960.73N/A-
2022/1118.75-31.3551.61206.0131.3369.0N/A主要來自於電動車相關檢測設備銷售增長。
2022/1027.3219.1287.8187.2629.673.36N/A主要來自於電動車相關檢測設備銷售增長。
2022/922.93-0.858.44159.9423.0866.61N/A主要來自於電動車相關檢測設備銷售增長。
2022/823.1212.4263.0137.0118.6562.81N/A主要來自於電動車相關檢測設備銷售增長。
2022/720.567.4345.76113.912.4456.67N/A-
2022/619.1412.7419.4593.347.0549.36N/A-
2022/516.9728.1422.874.24.2648.96N/A-
2022/413.25-29.3-9.3457.23-0.242.82N/A-
2022/318.7472.9126.9143.982.9143.98N/A-
2022/210.84-24.791.4425.24-9.7444.23N/A-
2022/114.41-24.11-16.6614.41-16.6645.76N/A-
2021/1218.9853.5122.57175.8413.245.9N/A-
2021/1112.37-14.97-10.1156.8612.1641.38N/A-
2021/1014.540.516.03144.4914.643.2N/A-
2021/914.472.059.41129.9414.4442.76N/A-
2021/814.180.5314.51115.4715.144.31N/A-
2021/714.11-11.95-11.51101.2915.1843.95N/A-
2021/616.0215.917.6587.1921.10.0N/A-
2021/513.82-5.45.771.1721.90.0N/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
2026/138.262025/122.232024/113.962023/113.32022/114.41
2026/236.672025/219.712024/212.02023/213.942022/210.84
2026/343.662025/326.712024/318.222023/316.642022/318.74
2026/448.662025/421.262024/416.082023/412.322022/413.25
N/AN/A2025/519.522024/521.412023/515.552022/516.97
N/AN/A2025/623.782024/617.652023/616.292022/619.14
N/AN/A2025/719.742024/717.92023/713.152022/720.56
N/AN/A2025/821.982024/820.732023/818.752022/823.12
N/AN/A2025/922.382024/917.692023/916.572022/922.93
N/AN/A2025/1023.762024/1018.012023/1017.972022/1027.32
N/AN/A2025/1125.582024/1119.482023/1114.782022/1118.75
N/AN/A2025/1236.472024/1222.892023/1217.52022/1214.66
  • 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: 35.37%
合約負債 QoQ YoY
26Q1 (8)15.0432.74117.03
25Q4 (7)11.3324.7845.63
25Q3 (6)9.0825.9414.65
25Q2 (5)7.214.04-4.25
25Q1 (4)6.93-10.930.0
24Q4 (3)7.78-1.770.0
24Q3 (2)7.925.180.0
24Q2 (1)7.530.00.0

每月營收相關資訊

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