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)
2026/42.0413.1611.26.450.694.89N/A-
2026/31.871.736.794.41-3.514.410.56-
2026/21.05-32.68-24.452.61-9.554.010.62-
2026/11.5611.034.281.564.284.850.51-
2025/121.4-25.67-12.1221.459.095.250.48-
2025/111.89-3.496.8720.0510.975.960.42-
2025/101.96-7.6228.1618.1611.416.080.42-
2025/92.125.8427.6316.29.686.140.47-
2025/82.0-0.7513.9314.087.415.940.48-
2025/72.024.6823.6412.086.45.680.5-
2025/61.9310.967.4210.073.515.50.44-
2025/51.74-5.31-9.028.142.635.260.46-
2025/41.838.680.36.46.324.910.49-
2025/31.6921.490.364.578.954.570.56-
2025/21.39-7.0840.362.8814.694.480.57-
2025/11.49-6.43-1.961.49-1.964.860.53-
2024/121.6-9.637.0219.6627.574.890.53-
2024/111.7715.7234.0218.0626.794.950.52-
2024/101.53-8.018.3516.326.064.940.52-
2024/91.66-5.5121.3814.7726.915.050.48-
2024/81.767.728.3813.1127.645.180.47-
2024/71.63-9.057.111.3527.535.330.46-
2024/61.79-6.0223.849.7231.755.530.48-
2024/51.914.3934.887.9333.685.420.49-
2024/41.838.7436.276.0233.34.50.6-
2024/31.6869.931.554.1932.054.19N/A-
2024/20.99-35.1-8.612.5132.383.68N/A-
2024/11.5230.7786.761.5286.764.01N/A主因112/01月受市場消費性產品需求急凍,致客戶庫存水位過高,為調整庫存,故減少拉貨數量造成基期較低所致。
2023/121.17-11.586.5215.41-7.683.77N/A-
2023/111.322.1947.5914.25-8.683.98N/A-
2023/101.29-5.6559.612.93-12.094.03N/A主因111/10月受市場消費性產品需求急凍,致客戶庫存水位過高,為調整庫存,故減少拉貨數量造成基期較低所致。
2023/91.37-0.0637.2211.64-16.264.26N/A-
2023/81.37-10.1431.4910.27-20.394.34N/A-
2023/71.525.1622.388.9-24.954.39N/A-
2023/61.452.35-18.437.38-30.494.2N/A-
2023/51.415.47-26.845.93-32.914.03N/A-
2023/41.344.97-25.934.52-34.613.7N/A-
2023/31.2818.01-31.923.18-37.73.18N/A-
2023/21.0832.64-23.371.9-41.062.99N/A-
2023/10.82-25.41-54.880.82-54.882.8N/A主因受市場消費性產品需求急凍,致客戶庫存水位過高,為調整庫存,減少拉貨數量及逢春節連假工作天數不足所致。
2022/121.0922.5-38.4416.7-25.522.8N/A-
2022/110.8910.5-53.9115.6-24.42.7N/A主因受市場消費性產品需求急凍,致客戶庫存水位過高,為調整庫存,故減少拉貨數量所致。
2022/100.81-18.87-58.3314.71-21.342.85N/A主因受市場消費性產品需求急凍,致客戶庫存水位過高,為調整庫存,故減少拉貨數量所致。
2022/91.0-4.24-49.6213.9-17.063.28N/A-
2022/81.04-16.36-38.6912.9-12.714.06N/A-
2022/71.24-29.91-37.3811.86-9.344.95N/A-
2022/61.78-8.19-9.5310.62-4.325.52N/A-
2022/51.936.77-1.98.84-3.25.62N/A-
2022/41.81-3.5-5.656.91-3.555.1N/A-
2022/31.8832.835.55.1-2.785.1N/A-
2022/21.41-21.89-11.73.22-7.045.0N/A-
2022/11.811.76-3.041.81-3.045.52N/A-
2021/121.78-8.2825.0822.4220.65.66N/A-
2021/111.94-0.0917.4920.6420.235.86N/A-
2021/101.94-1.9113.518.720.525.62N/A-
2021/91.9816.547.716.7621.395.66N/A-
2021/81.7-14.584.8514.7823.495.65N/A-
2021/71.991.2522.9813.0826.45.92N/A-
2021/61.96-0.4632.4311.127.030.0N/A-
2021/51.972.6921.499.1425.930.0N/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
2026/11.562025/11.492024/11.522023/10.822022/11.81
2026/21.052025/21.392024/20.992023/21.082022/21.41
2026/31.82025/31.692024/31.682023/31.282022/31.88
2026/42.042025/41.832024/41.832023/41.342022/41.81
N/AN/A2025/51.742024/51.912023/51.412022/51.93
N/AN/A2025/61.932024/61.792023/61.452022/61.78
N/AN/A2025/72.022024/71.632023/71.522022/71.24
N/AN/A2025/82.02024/81.762023/81.372022/81.04
N/AN/A2025/92.122024/91.662023/91.372022/91.0
N/AN/A2025/101.962024/101.532023/101.292022/100.81
N/AN/A2025/111.892024/111.772023/111.322022/110.89
N/AN/A2025/121.42024/121.62023/121.172022/121.09
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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