華立 3010 - 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	56.91	17.13	15.1	172.51	19.97	172.51	N/A	-
2024/2	48.58	-27.51	2.91	115.6	22.53	168.47	N/A	-
2024/1	67.02	26.76	42.18	67.02	42.18	178.24	N/A	-
2023/12	52.87	-9.39	6.34	667.82	-9.22	172.18	0.27	-
2023/11	58.35	-4.27	1.77	614.96	-10.35	185.77	0.25	-
2023/10	60.96	-8.28	3.84	556.6	-11.46	192.6	0.24	-
2023/9	66.46	1.96	6.44	495.65	-13.03	190.19	0.26	-
2023/8	65.18	11.32	1.34	429.18	-15.43	181.4	0.27	-
2023/7	58.55	1.52	-9.56	364.0	-17.86	169.49	0.29	-
2023/6	57.67	8.25	-11.63	305.45	-19.29	161.67	0.33	-
2023/5	53.27	5.02	-10.01	247.78	-20.88	153.44	0.34	-
2023/4	50.73	2.6	-13.87	194.51	-23.42	147.37	0.36	-
2023/3	49.44	4.72	-29.77	143.78	-26.3	143.78	0.42	-
2023/2	47.21	0.15	-9.27	94.34	-24.33	144.06	0.42	-
2023/1	47.14	-5.18	-35.12	47.14	-35.12	154.19	0.39	-
2022/12	49.72	-13.28	-18.37	735.7	4.33	165.75	0.39	-
2022/11	57.33	-2.32	-12.01	685.99	6.47	178.47	0.36	-
2022/10	58.7	-5.98	-2.2	628.65	8.56	185.45	0.35	-
2022/9	62.44	-2.91	-4.86	569.95	9.8	191.49	0.32	-
2022/8	64.32	-0.65	6.14	507.52	11.92	194.32	0.32	-
2022/7	64.74	-0.8	5.53	443.2	12.82	189.2	0.33	-
2022/6	65.26	10.24	11.74	378.46	14.16	183.36	0.3	-
2022/5	59.2	0.51	8.88	313.2	14.68	188.5	0.29	-
2022/4	58.9	-16.34	5.4	254.0	16.13	181.34	0.31	-
2022/3	70.41	35.3	19.05	195.1	19.81	195.1	0.26	-
2022/2	52.04	-28.38	14.99	124.69	20.24	185.6	0.27	-
2022/1	72.66	19.28	24.31	72.66	24.31	198.73	0.26	-
2021/12	60.91	-6.52	15.67	705.15	19.35	186.1	0.28	-
2021/11	65.16	8.55	19.87	644.24	19.71	190.82	0.27	-
2021/10	60.02	-8.54	19.33	579.08	19.69	186.25	0.28	-
2021/9	65.63	8.32	12.47	519.06	19.73	187.56	0.25	-
2021/8	60.59	-1.22	18.58	453.42	20.86	180.34	0.26	-
2021/7	61.34	5.02	17.6	392.83	21.22	174.12	0.27	-
2021/6	58.41	7.41	15.62	331.49	21.91	168.66	0.27	-
2021/5	54.37	-2.69	20.45	273.09	23.35	169.39	0.27	-
2021/4	55.88	-5.5	6.01	218.72	24.09	160.27	0.28	-
2021/3	59.14	30.68	21.97	162.84	31.81	162.84	0.26	-
2021/2	45.25	-22.57	39.99	103.7	38.17	156.35	0.27	-
2021/1	58.45	11.0	36.8	58.45	36.8	165.46	0.25	-
2020/12	52.65	-3.13	12.08	590.81	8.04	157.31	0.27	-
2020/11	54.36	8.06	16.04	538.15	7.66	163.01	0.26	-
2020/10	50.3	-13.8	8.54	483.8	6.79	159.75	0.27	-
2020/9	58.35	14.2	17.51	433.5	6.6	161.6	0.23	-
2020/8	51.09	-2.03	4.64	375.15	5.08	153.77	0.24	-
2020/7	52.16	3.25	10.72	324.05	5.15	147.81	0.25	-
2020/6	50.51	11.91	7.16	271.89	4.14	148.36	0.26	-
2020/5	45.14	-14.36	-7.18	221.38	3.47	146.33	0.26	-
2020/4	52.71	8.72	18.07	176.24	6.61	133.52	0.28	-
2020/3	48.48	49.99	9.14	123.53	2.37	123.53	0.32	-
2020/2	32.32	-24.34	1.74	75.05	-1.56	122.03	0.32	-
2020/1	42.72	-9.05	-3.92	42.72	-3.92	136.54	0.29	-
2019/12	46.98	0.28	10.18	546.82	3.29	140.16	0.28	-
2019/11	46.84	1.08	4.03	499.84	2.69	142.84	0.28	-
2019/10	46.34	-6.67	-3.5	453.0	2.56	144.82	0.27	-
2019/9	49.65	1.69	1.97	406.66	3.3	145.59	0.27	-
2019/8	48.83	3.65	-1.64	357.0	3.48	143.07	0.27	-
2019/7	47.11	-0.06	5.02	308.18	4.34	142.88	0.27	-
2019/6	47.14	-3.08	5.99	261.07	4.22	140.41	0.31	-
2019/5	48.63	8.93	7.95	213.94	3.84	0.0	N/A	-
2019/4	44.64	0.5	0.18	165.3	2.69	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	67.02	2023/1	47.14	2022/1	72.66	2021/1	58.45	2020/1	42.72
2024/2	48.58	2023/2	47.21	2022/2	52.04	2021/2	45.25	2020/2	32.32
2024/3	56.91	2023/3	49.44	2022/3	70.41	2021/3	59.14	2020/3	48.48
N/A	N/A	2023/4	50.73	2022/4	58.9	2021/4	55.88	2020/4	52.71
N/A	N/A	2023/5	53.27	2022/5	59.2	2021/5	54.37	2020/5	45.14
N/A	N/A	2023/6	57.67	2022/6	65.26	2021/6	58.41	2020/6	50.51
N/A	N/A	2023/7	58.55	2022/7	64.74	2021/7	61.34	2020/7	52.16
N/A	N/A	2023/8	65.18	2022/8	64.32	2021/8	60.59	2020/8	51.09
N/A	N/A	2023/9	66.46	2022/9	62.44	2021/9	65.63	2020/9	58.35
N/A	N/A	2023/10	60.96	2022/10	58.7	2021/10	60.02	2020/10	50.3
N/A	N/A	2023/11	58.35	2022/11	57.33	2021/11	65.16	2020/11	54.36
N/A	N/A	2023/12	52.87	2022/12	49.72	2021/12	60.91	2020/12	52.65

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: 23.32%

	合約負債 QoQ YoY
23Q4 (20)	5.51	3.57	57.43
23Q3 (19)	5.32	10.83	-12.79
23Q2 (18)	4.8	42.01	-42.45
23Q1 (17)	3.38	-3.43	-34.62
22Q4 (16)	3.5	-42.62	-37.83
22Q3 (15)	6.1	-26.86	23.23
22Q2 (14)	8.34	61.32	25.41
22Q1 (13)	5.17	-8.17	24.58
21Q4 (12)	5.63	13.74	63.19
21Q3 (11)	4.95	-25.56	58.65
21Q2 (10)	6.65	60.24	180.59
21Q1 (9)	4.15	20.29	54.28
20Q4 (8)	3.45	10.58	19.38
20Q3 (7)	3.12	31.65	-0.95
20Q2 (6)	2.37	-11.9	-38.28
20Q1 (5)	2.69	-6.92	28.1
19Q4 (4)	2.89	-8.25	0.0
19Q3 (3)	3.15	-17.97	0.0
19Q2 (2)	3.84	82.86	0.0
19Q1 (1)	2.1	0.0	0.0