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備註(年增率變動50%需說明原因)
2024/25.03-6.0240.8310.3748.1516.78N/A-
2024/15.35-16.5455.755.3555.7515.06N/A主要係因子公司太陽能導電漿產品銷量增加所致。
2023/126.4194.3165.4539.52-41.2812.49N/A主要係因子公司太陽能導電漿產品銷量增加所致。
2023/113.318.65-38.2933.11-47.799.34N/A-
2023/102.78-14.8-46.2529.82-48.678.22N/A-
2023/93.2649.45-39.2327.04-48.918.111.18-
2023/82.18-18.0-56.8523.77-50.07.11.35係因子公司產業競爭激烈、新產品尚在測試中及中美關係使政策不穩定所致
2023/72.6618.02-55.4621.59-49.187.241.33係因子公司產業競爭激烈、新產品尚在測試中及中美關係使政策不穩定所致
2023/62.26-2.99-69.118.93-48.167.991.14係因子公司產業競爭激烈、中美關係使政策不穩定及原物料供應鏈報價變動較大,使下游廠商觀望態度濃所致。
2023/52.33-31.8-59.316.67-42.929.670.94係因子公司產業競爭激烈、中美關係使政策不穩定及原物料供應鏈報價變動較大,使下游廠商觀望態度濃所致。
2023/43.41-13.37-42.3314.35-38.9410.910.83-
2023/33.9410.29-30.8610.94-37.810.940.98-
2023/23.573.92-38.477.0-41.1210.880.98-
2023/13.43-11.34-43.643.43-43.6412.650.85-
2022/123.87-27.52-49.3767.31-19.3714.390.79-
2022/115.343.34-23.7163.44-16.3415.890.71-
2022/105.17-3.68-35.0758.09-15.5915.60.72-
2022/95.376.123.9152.92-13.0516.410.65-
2022/85.06-15.36-17.5147.55-14.6218.340.59-
2022/75.98-18.12-13.6542.49-14.2618.990.57-
2022/67.327.798.6236.52-14.3618.930.67-
2022/55.71-3.37-10.3829.21-18.6617.320.73-
2022/45.913.85-16.2623.5-20.4517.410.73-
2022/35.69-1.84-23.6317.59-21.7717.590.79-
2022/25.8-4.79-8.6311.89-20.8419.540.71-
2022/16.09-20.36-29.786.09-29.7820.750.67-
2021/127.659.2-14.2183.49-12.5822.620.59-
2021/117.01-12.04-17.675.84-12.4220.140.66-
2021/107.9754.16-7.9968.83-11.8519.270.69-
2021/95.17-15.76-59.2960.86-12.3318.220.72因子公司客戶於109年09月單月需求較高,而110年09月則無此情形。
2021/86.13-11.39-22.7655.7-1.8319.780.67-
2021/76.922.99-14.4949.561.5720.020.66-
2021/66.725.42-15.7642.644.7720.160.79-
2021/56.38-9.717.0635.929.7720.890.76-
2021/47.06-5.2822.0229.5410.3820.870.76-
2021/37.4617.420.6922.487.1722.480.66-
2021/26.35-26.82-0.2315.0310.723.950.62-
2021/18.68-2.7120.368.6820.3626.10.57-
2020/128.924.8811.7295.5112.7826.080.73-
2020/118.5-1.7728.1386.5912.8929.860.64-
2020/108.66-31.836.378.0911.4529.290.65-
2020/912.759.8570.3469.438.9728.730.6客戶需求增加
2020/87.94-1.936.9356.740.8424.020.72-
2020/78.11.4727.3248.8-3.322.030.78-
2020/67.9833.9814.6240.7-7.7219.720.74-
2020/55.962.9-24.6232.72-11.919.150.76-
2020/45.79-21.83-15.2926.76-8.4719.560.74-
2020/37.416.32-13.420.98-6.3920.980.82-
2020/26.36-11.729.013.57-2.0621.560.79-
2020/17.21-9.69-19.247.21-19.2421.830.78-
2019/127.9820.2816.0384.69-9.720.970.71-
2019/116.644.4816.276.7-11.7320.440.73-
2019/106.35-14.7715.0270.07-13.719.60.76-
2019/97.4528.58.4563.72-15.819.610.95-
2019/85.8-8.78-18.156.26-18.2219.120.97-
2019/76.36-8.64-11.4650.46-18.2321.220.87-
2019/66.96-11.891.7544.1-19.1221.690.8-
2019/57.915.63-22.6937.14-22.1223.280.75-
2019/46.83-20.09-26.8729.24-21.960.0N/A-
2019/38.5573.31-12.1622.41-20.330.0N/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
2024/15.352023/13.432022/16.092021/18.682020/17.21
2024/25.032023/23.572022/25.82021/26.352020/26.36
N/AN/A2023/33.942022/35.692021/37.462020/37.4
N/AN/A2023/43.412022/45.912021/47.062020/45.79
N/AN/A2023/52.332022/55.712021/56.382020/55.96
N/AN/A2023/62.262022/67.32021/66.722020/67.98
N/AN/A2023/72.662022/75.982021/76.922020/78.1
N/AN/A2023/82.182022/85.062021/86.132020/87.94
N/AN/A2023/93.262022/95.372021/95.172020/912.7
N/AN/A2023/102.782022/105.172021/107.972020/108.66
N/AN/A2023/113.32022/115.342021/117.012020/118.5
N/AN/A2023/126.412022/123.872021/127.652020/128.92
  • 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: 2.08%
合約負債 QoQ YoY
23Q3 (20)0.7343.14-67.41
23Q2 (19)0.5137.84-75.83
23Q1 (18)0.37-35.09-88.92
22Q4 (17)0.57-74.55-82.46
22Q3 (16)2.246.16-55.47
22Q2 (15)2.11-36.83-31.05
22Q1 (14)3.342.7711.33
21Q4 (13)3.25-35.39105.7
21Q3 (12)5.0364.381126.83
21Q2 (11)3.062.00
21Q1 (10)3.089.870
20Q4 (9)1.58285.37177.19
20Q3 (8)0.410-78.19

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