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)
2026/40.7535.65-51.12.08-47.151.51N/A受到美伊戰爭衝擊中國境內消費需求致訂單延後出貨及終端消費疲弱影響。
2026/30.55165.15-50.021.33-44.731.330.52受到美伊戰爭衝擊消費及訂單延後出貨影響所致。
2026/20.21-63.55-68.470.78-40.251.480.47主要係因產業淡季配合春節假期調整休假天數,致出貨天數較去年同期減少所致。
2026/10.57-18.82-11.30.57-11.31.850.37-
2025/120.720.69-4.5210.9324.561.980.18-
2025/110.58-16.36-38.6110.2327.222.210.16-
2025/100.7-25.47-19.989.6536.012.380.15-
2025/90.9425.2319.498.9643.882.550.18-
2025/80.75-13.813.658.0247.392.830.16-
2025/70.87-28.8315.727.2754.073.340.13較去年比較係新增安徽瑞登廠營運。
2025/61.22-2.6680.286.4161.314.00.1較去年比較係新增安徽瑞登廠營運。
2025/51.25-18.3782.935.1957.413.80.11較去年比較係新增安徽瑞登廠營運。
2025/41.5339.23148.673.9450.733.210.13較去年同期比較係新增安徽瑞登廠營運; 較去年及上月比較係新機種模具開發陸續於本月驗收投產。
2025/31.0254.2922.192.3216.172.320.17-
2025/20.662.5664.761.311.852.00.2去年同期無安徽子公司營收,致去年同期基數較低。
2025/10.64-7.91-15.850.64-15.852.290.17-
2024/120.7-26.362.788.74-0.682.510.33-
2024/110.959.0121.08.04-0.972.60.32-
2024/100.8710.914.427.09-3.322.370.35-
2024/90.788.63-19.226.22-4.312.250.47-
2024/80.72-3.78-15.885.44-1.692.070.51-
2024/70.7510.872.644.720.892.030.52-
2024/60.6-12.257.463.9-1.331.90.56-
2024/50.6810.957.953.3-2.782.110.5-
2024/40.62-25.84-11.172.61-5.251.820.58-
2024/30.81101.74-3.441.97-4.481.97N/A-
2024/20.4-47.61-35.061.16-5.181.89N/A-
2024/10.764.3624.930.7624.932.28N/A-
2023/120.73-6.57-0.528.85-4.22.35N/A-
2023/110.78-5.92-21.248.12-4.522.43N/A-
2023/100.83-14.2-12.677.34-2.312.5N/A-
2023/90.81-5.29-14.866.35-3.212.4N/A-
2023/80.8617.41-14.315.54-1.232.15N/A-
2023/70.7330.657.614.681.61.92N/A-
2023/60.56-11.85-17.343.950.561.89N/A-
2023/50.63-8.71-16.043.394.292.16N/A-
2023/40.69-16.8782.192.7610.442.14N/A主係去年受疫情影響,客戶庫存管理減少採購量,以致去年同期數較低,本期變動較大。
2023/30.8435.6713.382.06-2.482.06N/A-
2023/20.620.7832.481.23-10.971.96N/A-
2023/10.61-16.89-33.090.61-33.092.34N/A-
2022/120.73-26.03-39.699.24-23.762.68N/A-
2022/110.994.3-4.688.5-21.982.9N/A-
2022/100.95-0.08-18.687.51-23.812.91N/A-
2022/90.95-4.67-6.296.56-24.52.63N/A-
2022/81.047.4720.685.6-26.912.35N/A-
2022/70.680.34-23.014.6-32.682.11N/A-
2022/60.68-10.46-19.163.93-34.111.81N/A-
2022/50.7598.11-15.553.25-36.551.87N/A-
2022/40.38-48.26-63.262.5-40.991.58N/A主係受疫情影響,客戶庫存管理減少採購量。
2022/30.7458.53-31.42.11-33.752.11N/A-
2022/20.46-49.1-53.481.38-34.942.6N/A本月營收較去年同期降低,主係受疫情及塞港影響所致。
2022/10.91-25.09-18.390.91-18.393.17N/A-
2021/121.2216.885.6912.128.293.43N/A-
2021/111.04-11.01-5.5610.98.593.23N/A-
2021/101.1715.14-11.59.8610.343.02N/A新增合併子公司蘇州瑞登科技有限公司,故重編去年同期之營收。
2021/91.0222.77-11.138.6914.152.73N/A-
2021/80.83-5.92-17.487.6718.622.55N/A-
2021/70.885.35-8.786.8425.272.61N/A-
2021/60.84-6.46-8.245.9632.590.0N/A-
2021/50.89-13.82-5.125.1242.980.0N/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
2026/10.572025/10.642024/10.762023/10.612022/10.91
2026/20.212025/20.662024/20.42023/20.622022/20.46
2026/30.552025/31.022024/30.812023/30.842022/30.74
2026/40.752025/41.532024/40.622023/40.692022/40.38
N/AN/A2025/51.252024/50.682023/50.632022/50.75
N/AN/A2025/61.222024/60.62023/60.562022/60.68
N/AN/A2025/70.872024/70.752023/70.732022/70.68
N/AN/A2025/80.752024/80.722023/80.862022/81.0
N/AN/A2025/90.942024/90.782023/90.812022/90.95
N/AN/A2025/100.72024/100.872023/100.832022/100.95
N/AN/A2025/110.582024/110.952023/110.782022/110.99
N/AN/A2025/120.72024/120.72023/120.732022/120.73
  • 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: 2.79%
合約負債 QoQ YoY
26Q1 (8)0.171600.00
25Q4 (7)0.0100

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