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)
2026/69.638.3379.9740.8218.7824.89N/A係因客戶出貨需求增加所致。
2026/58.8939.2892.431.197.522.55N/A係因客戶出貨需求增加所致。
2026/46.38-12.44-3.7122.3-8.5717.76N/A-
2026/37.2978.099.715.92-10.3815.921.89-
2026/24.09-9.99-30.538.64-22.3715.121.99-
2026/14.55-29.9-13.24.55-13.215.231.98-
2025/126.4854.4816.8565.13-4.7715.591.41-
2025/114.2-14.51-26.7458.65-6.6814.161.56-
2025/104.91-2.75-3.5754.45-4.6714.281.54-
2025/95.0516.88-12.7249.54-4.7815.181.16-
2025/84.32-25.58-35.2944.49-3.7915.471.14-
2025/75.818.53-6.5440.171.5215.771.11-
2025/65.3515.81-6.3134.363.0216.590.87-
2025/54.62-30.29-9.7429.014.9517.890.8-
2025/46.63-0.2320.8524.398.2919.160.75-
2025/36.6412.7626.6117.774.2517.770.86-
2025/25.8912.4619.4111.13-5.6816.680.92-
2025/15.24-5.63-23.715.24-23.7116.520.92-
2024/125.55-3.1513.8568.4-9.7316.370.88-
2024/115.7312.52-1.3362.85-11.3616.610.87-
2024/105.09-11.98-12.6257.12-12.2517.550.82-
2024/95.79-13.347.452.03-12.2118.670.71-
2024/86.687.47-2.3646.24-14.1818.60.71-
2024/76.218.8-2.4339.56-15.8917.040.77-
2024/65.7111.57-4.9533.35-18.016.310.79-
2024/55.12-6.66-24.0927.64-20.2615.850.81-
2024/45.484.51-14.1922.53-19.3415.660.82-
2024/35.256.35-31.3417.04-20.8617.04N/A-
2024/24.93-28.15-31.7611.8-15.116.78N/A-
2024/16.8637.682.956.862.9517.66N/A-
2023/124.99-14.15-29.4275.89-4.4516.62N/A-
2023/115.81-0.34-28.0970.9-2.0117.02N/A-
2023/105.838.19-14.165.11.2618.05N/A-
2023/95.39-21.23-27.5659.273.0818.59N/A-
2023/86.847.41-27.3253.887.6319.21N/A-
2023/76.375.98-25.947.0415.7219.12N/A-
2023/66.01-10.89-11.1740.6826.8819.14N/A-
2023/56.745.529.9534.6737.0620.77N/A-
2023/46.39-16.3640.5927.9338.8921.26N/A-
2023/37.645.6963.7821.5438.421.54N/A係因客戶出貨需求增加所致。
2023/27.238.453.3313.927.5321.29N/A係因客戶出貨需求增加所致。
2023/16.67-9.767.876.677.8722.14N/A-
2022/127.39-8.523.0379.7527.7322.25N/A-
2022/118.0819.0462.8172.3630.9322.3N/A係因客戶出貨需求增加所致。
2022/106.79-8.7562.5864.2827.7923.63N/A係因客戶出貨需求增加所致。
2022/97.44-20.9847.1857.524.6425.44N/A-
2022/89.419.5182.1750.0621.8724.77N/A係因客戶出貨需求增加所致。
2022/78.5927.0557.7340.6513.1920.54N/A係因客戶出貨需求增加所致。
2022/66.7630.3712.2432.065.2316.5N/A-
2022/55.1914.142.9825.293.514.4N/A-
2022/44.54-2.57-11.4720.113.6313.92N/A-
2022/34.66-1.04-16.5215.569.0715.56N/A-
2022/24.71-23.7326.4610.925.5618.07N/A-
2022/16.18-13.824.886.1824.8818.31N/A-
2021/127.1744.553.8962.444.9716.31N/A-
2021/114.9618.88-16.6355.265.1114.19N/A-
2021/104.17-17.39-13.5750.37.8914.39N/A-
2021/95.05-2.191.046.1310.3715.67N/A-
2021/85.17-5.172.441.0811.640.0N/A-
2021/75.45-9.581.9435.9113.110.0N/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
2026/14.552025/15.242024/16.862023/16.672022/16.18
2026/24.092025/25.892024/24.932023/27.232022/24.71
2026/37.292025/36.642024/35.252023/37.642022/34.66
2026/46.382025/46.632024/45.482023/46.392022/44.54
2026/58.892025/54.622024/55.122023/56.742022/55.19
2026/69.632025/65.352024/65.712023/66.012022/66.76
N/AN/A2025/75.812024/76.212023/76.372022/78.59
N/AN/A2025/84.322024/86.682023/86.842022/89.41
N/AN/A2025/95.052024/95.792023/95.392022/97.44
N/AN/A2025/104.912024/105.092023/105.832022/106.79
N/AN/A2025/114.22024/115.732023/115.812022/118.08
N/AN/A2025/126.482024/125.552023/124.992022/127.39
  • 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: 30.63%
合約負債 QoQ YoY
26Q1 (8)5.4144.2740.89
25Q4 (7)3.75-4.09-6.25
25Q3 (6)3.91-1.01-3.22
25Q2 (5)3.952.86-13.38
25Q1 (4)3.84-4.00.0
24Q4 (3)4.0-0.990.0
24Q3 (2)4.04-11.40.0
24Q2 (1)4.560.00.0

每月營收相關資訊

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