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)
2026/60.767.2936.432.56-35.431.4N/A-
2026/50.4249.15-31.821.86-46.111.31N/A-
2026/40.28-53.72-49.821.44-49.21.19N/A-
2026/30.6198.36-34.991.16-49.051.161.45-
2026/20.3122.95-63.290.55-58.81.261.34客戶訂單趨於保守,拉貨動能減弱,另適逢春節假期,影響產能。
2026/10.25-64.63-51.510.25-51.511.31.3客戶庫存調整及產品轉換期,導致訂單出貨時間遞延。
2025/120.7100.770.926.91-5.041.571.01-
2025/110.35-32.38-42.856.21-5.681.351.18-
2025/100.527.823.25.86-1.861.391.15-
2025/90.4824.51-18.295.34-2.321.371.46-
2025/80.39-23.68-19.614.86-0.41.411.42-
2025/70.51-1.517.734.471.691.631.22-
2025/60.51-16.4-35.593.97-0.041.691.22-
2025/50.619.78-20.053.458.892.110.98-
2025/40.56-40.0546.02.8418.152.330.89-
2025/30.9311.9925.542.2812.862.280.94-
2025/20.8362.4423.371.355.482.041.05-
2025/10.51-26.39-14.620.51-14.621.821.18-
2024/120.713.6830.747.2815.971.811.07-
2024/110.6122.1249.726.5814.61.71.14-
2024/100.5-14.6442.425.9711.91.571.23-
2024/90.5922.4928.375.479.741.51.17-
2024/80.4811.78-24.734.887.851.711.02-
2024/70.43-46.1215.064.413.212.00.88-
2024/60.83.76-2.613.9713.011.950.79-
2024/50.77100.49-1.463.1717.761.90.81-
2024/40.38-48.45-11.582.425.61.80.85-
2024/30.7410.06-1.732.0236.492.02N/A-
2024/20.6812.455.461.2876.491.81N/A客戶訂單需求增加
2024/10.612.72108.140.6108.141.54N/A客戶訂單需求增加
2023/120.5330.1850.166.28-17.911.3N/A客戶訂單需求增加
2023/110.4116.16-9.245.74-21.221.22N/A-
2023/100.35-23.06-37.045.34-22.011.45N/A-
2023/90.46-28.17-51.834.98-20.671.47N/A面臨客戶同步去化庫存的壓力,出貨量較去年同期下修。
2023/80.6470.8914.924.52-15.111.83N/A-
2023/70.37-54.4-29.483.89-18.61.97N/A-
2023/60.824.9910.423.51-17.252.03N/A-
2023/50.7879.887.582.69-23.11.97N/A-
2023/40.43-42.71-31.211.91-31.111.63N/A-
2023/30.7674.13-33.161.48-31.081.48N/A-
2023/20.4350.49-9.790.72-28.771.08N/A-
2023/10.29-18.67-45.90.29-45.91.1N/A-
2022/120.36-21.32-63.147.65-4.271.37N/A面臨客戶同步去化庫存的壓力,出貨量較去年同期下修。
2022/110.45-19.4-12.667.293.791.96N/A-
2022/100.56-41.15-10.756.845.092.07N/A-
2022/90.9571.382.466.286.792.04N/A-
2022/80.564.850.645.337.61.83N/A-
2022/70.53-28.597.664.778.472.0N/A-
2022/60.742.3-0.284.248.572.1N/A-
2022/50.7215.0-12.033.510.652.49N/A-
2022/40.63-44.332.972.7818.642.24N/A-
2022/31.13135.0266.392.1524.182.15N/A因客戶需求同步強勁,營業額比去年同期大增66.4%。
2022/20.48-9.741.331.02-3.191.98N/A-
2022/10.53-44.59-6.940.53-6.942.01N/A-
2021/120.9686.4217.297.9953.12.11N/A因歐美疫情趨緩,市場需求逐恢復正常所致
2021/110.52-17.6311.37.0359.792.07N/A因歐美疫情趨緩,市場需求逐恢復正常所致
2021/100.63-32.4354.26.5165.512.11N/A因歐美疫情趨緩,市場需求逐漸恢復正常所致
2021/90.9368.3361.245.8866.821.97N/A因歐美疫情趨緩,市場需求逐漸恢復正常所致
2021/80.5512.1785.134.9567.910.0N/A因歐美疫情趨緩,市場需求逐漸恢復正常所致
2021/70.49-33.8637.274.465.970.0N/A因歐美疫情趨緩,市場需求逐漸恢復正常所致
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
2026/10.252025/10.512024/10.62023/10.292022/10.53
2026/20.312025/20.832024/20.682023/20.432022/20.48
2026/30.612025/30.932024/30.742023/30.762022/31.13
2026/40.282025/40.562024/40.382023/40.432022/40.63
2026/50.422025/50.612024/50.772023/50.782022/50.72
2026/60.72025/60.512024/60.82023/60.822022/60.74
N/AN/A2025/70.512024/70.432023/70.372022/70.53
N/AN/A2025/80.392024/80.482023/80.642022/80.56
N/AN/A2025/90.482024/90.592023/90.462022/90.95
N/AN/A2025/100.522024/100.52023/100.352022/100.56
N/AN/A2025/110.352024/110.612023/110.412022/110.45
N/AN/A2025/120.72024/120.72023/120.532022/120.36
  • 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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