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)
2026/49.59-20.15-36.1847.33-19.1332.47N/A-
2026/311.979.77-24.9637.71-13.3237.711.03-
2026/210.91-26.42-21.1925.73-6.5439.610.98-
2026/114.836.868.2514.838.2543.920.88-
2025/1213.87-8.84-25.86186.593.1743.620.79-
2025/1115.224.719.27172.716.5145.370.76-
2025/1014.53-6.975.82157.496.2547.00.73-
2025/915.62-7.276.76142.966.348.550.5-
2025/816.854.781.17127.296.1950.830.48
2025/716.08-10.22-19.28110.426.9651.740.47-
2025/617.910.8714.3294.3513.2450.690.4
2025/517.7518.188.4176.3512.8648.730.42
2025/415.02-5.862.3158.5214.1444.820.46
2025/315.9615.2817.6843.518.8943.490.57-
2025/213.841.0637.7227.5419.546.250.54-
2025/113.7-26.85.4813.75.4846.330.54
2024/1218.7134.3681.47180.840.0546.370.39受惠於客戶年底積極拉貨
2024/1113.931.4117.83162.14-4.8642.290.43
2024/1013.73-6.1425.59148.21-6.5445.020.41-
2024/914.63-12.1323.42134.48-8.9251.20.33-
2024/816.65-16.418.49119.87-11.7152.240.32
2024/719.9227.1514.69103.23-15.1751.960.33
2024/615.66-4.33-26.183.31-20.1446.720.34
2024/516.3711.52-36.9667.65-18.6744.620.35-
2024/414.688.28-32.5451.27-10.3438.290.41-
2024/313.5634.915.6536.593.336.59N/A-
2024/210.05-22.59-6.7323.042.0533.35N/A-
2024/112.9825.919.9612.989.9635.11N/A
2023/1210.31-12.75-36.5180.74-35.0333.06N/A-
2023/1111.828.09-47.47170.43-34.9534.61N/A
2023/1010.93-7.76-60.71158.6-33.7936.84N/A終端需求疲弱,以及客戶新舊機種交替空窗期,導致十月營收年減61%
2023/911.86-15.64-60.28147.67-30.2643.28N/A終端需求疲弱導致九月營收年減60%
2023/814.05-19.07-51.03135.78-25.3552.62N/A終端需求疲弱導致八月營收年同比下滑逾50%
2023/717.37-18.07-38.44121.7-20.5664.54N/A
2023/621.2-18.39-3.76104.33-16.5268.94N/A
2023/525.9819.3333.283.18-19.1960.58N/A
2023/421.7769.6194.7557.18-31.4245.38N/A通路與料件庫存逐步去化,客戶拉貨動能回升,致本月營收大幅增長
2023/312.8319.09-52.1735.42-50.9535.42N/A
2023/210.78-8.73-36.6922.58-50.2838.82N/A
2023/111.81-27.3-58.3611.81-58.3650.55N/A
2022/1216.24-27.82-38.31278.21-32.366.57N/A
2022/1122.5-19.13-17.63262.02-31.8780.18N/A
2022/1027.83-6.76-1.7239.57-32.9486.38N/A
2022/929.854.0-5.28211.74-35.6386.77N/A-
2022/828.71.72-11.6181.91-38.8578.94N/A
2022/728.2128.07-18.71153.21-42.1969.74N/A
2022/622.0312.96-33.93124.99-45.7252.71N/A
2022/519.574.47-40.27102.94-47.7457.51N/A
2022/411.18-58.34-70.6183.38-49.2555.03N/A
2022/326.8357.62-41.0472.21-42.8272.22N/A
2022/217.02-39.97-52.4745.42-43.7671.71N/A
2022/128.367.71-36.928.36-36.982.01N/A
2021/1226.33-3.63-60.22410.95-50.1981.96N/A
2021/1127.32-3.49-53.34384.62-49.3187.15N/A
2021/1028.31-10.16-54.42357.3-48.9892.3N/A
2021/931.52-2.93-61.06328.99-48.4598.7N/A
2021/832.47-6.45-57.96297.49-46.61100.53N/A
2021/734.714.09-55.79265.02-44.79100.71N/A
2021/633.352.12-55.34230.31-42.640.0N/A
2021/532.65-14.15-55.57196.97-39.730.0N/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
2026/114.832025/113.72024/112.982023/111.812022/128.36
2026/210.912025/213.842024/210.052023/210.782022/217.02
2026/311.972025/315.962024/313.562023/312.832022/326.83
2026/49.592025/415.022024/414.682023/421.772022/411.18
N/AN/A2025/517.752024/516.372023/525.982022/519.5
N/AN/A2025/617.912024/615.662023/621.22022/622.03
N/AN/A2025/716.082024/719.922023/717.372022/728.21
N/AN/A2025/816.852024/816.652023/814.052022/828.7
N/AN/A2025/915.622024/914.632023/911.862022/929.85
N/AN/A2025/1014.532024/1013.732023/1010.932022/1027.83
N/AN/A2025/1115.222024/1113.932023/1111.822022/1122.5
N/AN/A2025/1213.872024/1218.712023/1210.312022/1216.24
  • 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: 6.79%
合約負債 QoQ YoY
26Q1 (8)3.81-50.71-62.68
25Q4 (7)7.73-13.92-14.87
25Q3 (6)8.983.82-4.77
25Q2 (5)8.65-15.28-1.26
25Q1 (4)10.2112.440.0
24Q4 (3)9.08-3.710.0
24Q3 (2)9.437.650.0
24Q2 (1)8.760.00.0

每月營收相關資訊

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