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)
2024/21.58-28.0114.623.7792.825.23N/A主要係逐期認列客戶儲能工程收入所致。
2024/12.1949.36278.942.19278.945.17N/A主要係逐期認列客戶儲能工程收入所致。
2023/121.47-3.13-17.1318.2950.954.640.72主要係售客戶儲能設備及逐期認列儲能工程收入所致
2023/111.51-8.8286.6916.8262.64.660.72主要係售客戶儲能設備及逐期認列儲能工程收入所致
2023/101.6611.4535.015.3160.555.160.65主要係售客戶儲能設備及逐期認列儲能工程收入所致
2023/91.49-25.8836.8713.6564.334.680.66主要係售客戶儲能設備所致。
2023/82.0169.8933.5612.1668.474.930.63主要係售客戶儲能設備所致。
2023/71.18-31.8570.410.1577.675.580.55主要係售客戶儲能設備所致
2023/61.74-34.6775.18.9778.675.980.49主要係售客戶儲能設備及北美網通營收增加所致
2023/52.6667.3292.137.2379.555.280.55主要係客戶儲能設備完工驗收所致
2023/41.5953.5595.234.5836.564.00.73主要係客戶儲能案場建置收入所致
2023/31.03-24.7827.582.9917.752.991.07-
2023/21.38137.97120.371.9513.133.720.86主要係客戶儲能設備完工驗收所致
2023/10.58-67.33-47.570.58-47.573.161.01-
2022/121.77118.2548.3412.1115.693.810.86-
2022/110.81-34.078.2910.3511.493.131.04-
2022/101.2312.9939.639.5311.773.820.85-
2022/91.09-27.674.878.318.563.291.24-
2022/81.5116.7532.977.229.143.191.28-
2022/70.69-29.97-29.05.714.222.361.72-
2022/60.9946.283.625.0211.442.481.89-
2022/50.68-16.7-0.434.0313.552.32.04-
2022/40.810.34-5.333.3516.872.252.09-
2022/30.8129.9118.072.5426.382.541.7-
2022/20.62-43.380.671.7330.72.921.47-
2022/11.1-7.5857.261.157.263.041.41主要係來自北美基礎建設的網通訂單和綠能太陽能相關設備訂單增加所致
2021/121.1959.3491.5710.4723.172.821.42主要係來自北美基礎建設的網通訂單和綠能太陽能相關設備訂單增加所致。
2021/110.75-14.99-10.569.2817.772.671.5-
2021/100.88-15.1313.128.5321.133.051.32-
2021/91.04-8.2811.697.6522.133.150.97-
2021/81.1315.7134.656.6123.953.070.99-
2021/70.982.246.995.4821.952.611.17-
2021/60.9640.5627.634.517.62.51.22-
2021/50.68-20.81.323.5515.152.231.37-
2021/40.8625.1525.362.8719.012.171.4-
2021/30.6910.77-4.362.0116.492.011.45-
2021/20.62-11.5611.611.3231.381.941.5-
2021/10.712.5755.790.755.792.161.35主要係來自北美網通路由器訂單和太陽能變流器訂單增加所致
2020/120.62-25.6125.528.536.62.241.19-
2020/110.847.5286.517.8837.562.541.05主要係來自北美網通路由器訂單、電源供應器和太陽能變流器訂單增加所致
2020/100.78-16.2178.147.0433.42.551.04主要係來自北美網通路由器訂單和太陽能變流器訂單增加所致。
2020/90.9310.5558.36.2629.362.430.94主要係來自北美電信公司網通路由器訂單增加所致
2020/80.8426.3287.45.3325.372.251.02主要係來自北美電信公司網通路由器訂單暨太陽能變流器產品訂單增加所致。
2020/70.67-11.2548.874.4918.062.091.1-
2020/60.7511.5955.023.8313.972.110.96主要係來自北美電信公司網通路由器訂單暨LED路燈電源與太陽能變流器產品訂單增加所致。
2020/50.67-2.0153.593.087.072.070.97主要係來自北美電信公司網通路由器訂單及台灣LED路燈電源產品訂單之增加所致。
2020/40.69-4.52-0.162.41-1.261.961.03-
2020/30.7229.277.01.72-1.691.720.97-
2020/20.5623.44-2.071.01-7.091.51.11-
2020/10.45-9.29-12.620.45-12.621.391.2-
2019/120.510.53-23.56.22-22.51.381.25-
2019/110.452.69-28.335.73-22.421.471.17-
2019/100.44-25.53-47.765.28-21.871.471.17-
2019/90.5930.87-10.284.84-18.211.480.93-
2019/80.450.35-29.854.25-19.191.381.0-
2019/70.45-7.59-44.413.81-17.721.371.01-
2019/60.4810.56-44.273.36-12.111.610.89-
2019/50.44-36.31-15.422.88-2.671.790.8-
2019/40.692.3317.292.440.020.0N/A-
2019/30.6718.31-7.431.75-5.420.0N/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
2024/12.192023/10.582022/11.12021/10.72020/10.45
2024/21.582023/21.382022/20.622021/20.622020/20.56
N/AN/A2023/31.032022/30.812021/30.692020/30.72
N/AN/A2023/41.592022/40.812021/40.862020/40.69
N/AN/A2023/52.662022/50.682021/50.682020/50.67
N/AN/A2023/61.742022/60.992021/60.962020/60.75
N/AN/A2023/71.182022/70.692021/70.982020/70.67
N/AN/A2023/82.012022/81.52021/81.132020/80.84
N/AN/A2023/91.492022/91.092021/91.042020/90.93
N/AN/A2023/101.662022/101.232021/100.882020/100.78
N/AN/A2023/111.512022/110.812021/110.752020/110.84
N/AN/A2023/121.472022/121.772021/121.192020/120.62
  • 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: 50.42%
合約負債 QoQ YoY
23Q4 (20)5.8227.358.18
23Q3 (19)4.572.712.29
23Q2 (18)4.45-37.583.88
23Q1 (17)7.1232.34213.66
22Q4 (16)5.3832.19218.34
22Q3 (15)4.0768.18352.22
22Q2 (14)2.426.61-28.82
22Q1 (13)2.2734.32-19.5
21Q4 (12)1.6987.78-23.87
21Q3 (11)0.9-73.53-49.15
21Q2 (10)3.420.571445.45
21Q1 (9)2.8227.031075.0
20Q4 (8)2.2225.421068.42
20Q3 (7)1.77704.552112.5
20Q2 (6)0.22-8.33120.0
20Q1 (5)0.2426.32166.67
19Q4 (4)0.19137.50.0
19Q3 (3)0.08-20.00.0
19Q2 (2)0.111.110.0
19Q1 (1)0.090.00.0

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