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)
2026/40.21-36.09-78.582.05-44.61.25N/A主係本期設備銷售之銷貨收入較去年同期減少所致
2026/30.32-55.09-66.041.84-32.591.840.5主係本期設備銷售之銷貨收入較去年同期減少所致
2026/20.72-9.76-15.391.52-14.695.060.18-
2026/10.8-77.46-14.050.8-14.056.510.14-
2025/123.5563.6925.9719.7982.319.450.08主係本期設備銷售之銷貨收入較上期增加所致
2025/112.17-42.0740.8116.24102.048.420.1主係本期設備銷售之銷貨收入較上期增加所致
2025/103.7448.62679.4714.08116.527.590.11主係本期設備銷售之銷貨收入較上期增加所致
2025/92.5289.02114.9210.3471.684.570.18主係本期設備銷售之銷貨收入較上期增加所致
2025/81.3384.2649.297.8261.253.280.26主係本期設備銷售之銷貨收入較上期增加所致
2025/70.72-41.118.176.4963.952.790.3主係本期設備銷售之銷貨收入較上期增加所致
2025/61.2345.28-14.875.7772.33.040.45主係本期設備銷售之銷貨收入較上期增加所致
2025/50.84-12.6549.584.55138.072.760.5主係本期設備銷售之銷貨收入較上期增加所致
2025/40.971.3372.443.7175.192.770.5主係本期設備銷售之銷貨收入較上期增加所致
2025/30.9511.89181.552.74248.552.740.48主係本期設備銷售之銷貨收入較上期增加所致
2025/20.85-8.33270.161.78299.424.60.28主係本期設備銷售之銷貨收入較上期增加所致
2025/10.93-66.96330.640.93330.645.280.25主係本期設備銷售之銷貨收入較上期增加所致
2024/122.8182.97127.3610.8580.494.830.3主係本期設備銷售之銷貨收入較上期增加所致
2024/111.54220.6435.448.0468.343.190.45主係本期設備銷售之銷貨收入較上期增加所致
2024/100.48-59.0194.766.578.62.540.57主係本期設備銷售之銷貨收入較上期增加所致
2024/91.1731.3277.926.0277.432.670.67主係本期設備銷售之銷貨收入較上期增加所致
2024/80.8945.86120.644.8557.32.940.61主係本期設備銷售之銷貨收入較上期增加所致
2024/70.61-57.57141.293.9647.752.620.68主係本期設備銷售之銷貨收入較上期增加所致
2024/61.44155.321.493.3537.992.560.66-
2024/50.560.69164.01.9153.761.461.16主係本期設備銷售之銷貨收入較上期增加所致
2024/40.5665.44203.71.3530.841.131.5主係本期設備銷售之銷貨收入較上期增加所致
2024/30.3447.110.350.78-6.960.78N/A-
2024/20.236.649.880.45-11.841.68N/A-
2024/10.22-82.56-27.190.22-27.192.59N/A-
2023/121.248.9945.366.013.312.62N/A-
2023/111.14361.0819.134.78-3.891.69N/A-
2023/100.25-20.47-37.593.64-9.350.96N/A-
2023/90.31-23.3429.193.39-6.280.97N/A-
2023/80.459.580.533.08-8.791.84N/A主係本期設備銷售之銷貨收入較上期增加所致
2023/70.25-78.63-53.462.68-15.121.65N/A主係本期設備銷售之銷貨收入較上期減少所致
2023/61.19454.79-10.182.43-7.141.58N/A-
2023/50.2115.83-6.481.24-3.920.74N/A-
2023/40.18-45.3346.861.03-3.360.73N/A-
2023/30.3461.0992.330.84-9.780.84N/A主係本期設備銷售之銷貨收入較上期增加所致
2023/20.21-29.34-39.590.51-33.521.36N/A-
2023/10.3-65.17-28.250.3-28.252.1N/A-
2022/120.85-10.6652.245.82-17.752.2N/A本月份銷貨機台及零件收入較去年度同期增加
2022/110.95141.5224.834.97-23.711.59N/A-
2022/100.3964.63-42.834.02-30.10.86N/A-
2022/90.247.11-9.33.62-28.311.01N/A-
2022/80.22-58.88-7.753.38-29.472.09N/A-
2022/70.54-58.77-20.473.16-30.632.09N/A-
2022/61.32477.6339.092.61-32.421.67N/A-
2022/50.2381.92-41.521.29-55.730.53N/A主係因本年度工程收入及銷貨收入較去年同期減少所致。
2022/40.13-28.4-63.131.06-57.930.65N/A主係因去年工程收入較本年度高所致。
2022/30.18-49.4-87.720.93-57.250.94N/A主係因去年彬台自動化設備(蘇州)有限公司銷售食品整線自動化設備之銷售收入較本年度高所致。
2022/20.35-16.0720.130.760.441.32N/A-
2022/10.41-26.1-10.120.41-10.121.74N/A-
2021/120.56-26.75-53.087.0840.192.01N/A年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/110.7610.5970.866.5168.911.72N/A年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/100.69161.2165.595.7568.531.2N/A年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/90.268.94-6.345.0568.991.19N/A年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/80.24-64.55-3.844.877.121.88N/A本年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/70.68-27.88-15.294.5585.442.02N/A主係因本年度機台銷售收入及依照完工百分比法認列之工程收入較去年同期增加所致。
2021/60.95142.81141.133.87134.870.0N/A茲因本月所銷售機台設備收入總金額為NTD 4,459萬元較上月增加所致。
2021/50.3914.694.472.92132.90.0N/A本年度工程收入及銷貨收入較去年同期增加
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
2026/10.82025/10.932024/10.222023/10.32022/10.41
2026/20.722025/20.852024/20.232023/20.212022/20.35
2026/30.322025/30.952024/30.342023/30.342022/30.18
2026/40.212025/40.972024/40.562023/40.182022/40.13
N/AN/A2025/50.842024/50.562023/50.212022/50.23
N/AN/A2025/61.232024/61.442023/61.192022/61.32
N/AN/A2025/70.722024/70.612023/70.252022/70.54
N/AN/A2025/81.332024/80.892023/80.42022/80.22
N/AN/A2025/92.522024/91.172023/90.312022/90.24
N/AN/A2025/103.742024/100.482023/100.252022/100.39
N/AN/A2025/112.172024/111.542023/111.142022/110.95
N/AN/A2025/123.552024/122.812023/121.242022/120.85
  • 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: 56.78%
合約負債 QoQ YoY
26Q1 (8)2.16-21.74-77.14
25Q4 (7)2.76-68.71-66.79
25Q3 (6)8.82-4.5525.28
25Q2 (5)9.24-2.2251.23
25Q1 (4)9.4513.720.0
24Q4 (3)8.3118.040.0
24Q3 (2)7.0415.220.0
24Q2 (1)6.110.00.0

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