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)
2026/64.558.0327.6824.8315.2312.89N/A-
2026/54.212.0521.0720.2812.7612.86N/A-
2026/44.13-8.597.7316.0610.7711.94N/A-
2026/34.5237.0120.1811.9311.8611.930.48-
2026/23.3-20.06-9.967.427.3411.630.5-
2026/14.12-2.0826.824.1226.8212.480.46-
2025/124.211.519.6843.8527.0511.540.36-
2025/114.1530.3113.1239.6427.8910.240.41-
2025/103.189.55-3.3835.4929.8710.060.42-
2025/92.91-26.82-10.4532.334.4310.760.53因來料短缺,導致營收減少,相關產品將遞延出貨。
2025/83.972.2624.4829.441.4511.420.49-
2025/73.888.9528.5725.4344.5210.930.52-
2025/63.562.4433.1321.5447.8310.870.38-
2025/53.48-9.1931.7417.9851.1411.070.37主要係受客戶訂單需求增加影響
2025/43.831.9742.1814.556.6711.250.37主要係受客戶訂單需求增加影響
2025/33.762.6342.810.6762.6210.670.51主要係受客戶訂單需求增加影響
2025/23.6612.59105.56.9175.910.430.52主要係受客戶訂單需求增加影響
2025/13.25-7.651.363.2551.3610.440.52主要係受客戶訂單需求增加影響
2024/123.52-4.0519.834.5116.7210.480.37-
2024/113.6711.29-6.0430.9916.3810.210.38-
2024/103.31.530.5327.3220.249.730.4-
2024/93.251.738.4124.0323.569.460.47-
2024/83.195.624.8520.7826.318.890.5-
2024/73.0212.829.3217.5931.188.340.54-
2024/62.681.367.9114.5736.858.010.57-
2024/52.64-1.9932.7411.945.647.970.57-
2024/42.692.41105.849.2649.797.110.64主要係受客戶訂單需求增加影響
2024/32.6347.766.596.5634.736.56N/A主要係受客戶訂單需求增加影響
2024/21.78-17.0610.773.9319.436.87N/A-
2024/12.15-26.8627.712.1527.718.99N/A-
2023/122.94-24.7546.7729.56124.2210.12N/A主要係受客戶訂單需求增加影響
2023/113.919.08174.0826.63138.0710.17N/A主要係受客戶訂單需求增加影響
2023/103.289.48143.4722.72132.829.31N/A主要係受客戶訂單需求增加影響
2023/92.99-1.6132.5719.45131.128.8N/A主要係受客戶訂單需求增加影響
2023/83.0410.12169.1216.45130.868.29N/A主要係受客戶訂單需求增加影響
2023/72.7611.37174.4513.41123.647.23N/A主要係受客戶訂單需求增加影響
2023/62.4824.68133.9610.65113.395.78N/A主要係受客戶訂單需求增加影響
2023/51.9951.98105.218.17107.844.88N/A主要係受客戶訂單需求增加影響
2023/41.31-17.1140.366.18108.74.5N/A主要係受客戶訂單需求增加影響
2023/31.58-1.7875.054.87140.144.87N/A主要係受客戶訂單需求增加影響
2023/21.61-4.38157.193.29192.325.29N/A主要係受客戶訂單需求增加影響
2023/11.68-15.95236.241.68236.245.11N/A主要係受客戶訂單需求增加影響
2022/122.040.51181.7113.1952.254.77N/A本月及本年累計較去年同期增加:訂單增加;本月較前月增加:本月特定客戶新訂單交易實質變動,依IFRS15調整帳務處理,但毛利不變。
2022/111.425.7878.911.1840.684.06N/A主要係受客戶訂單需求增加影響
2022/101.354.58116.849.7636.433.76N/A主要係受客戶訂單需求增加影響。
2022/91.2913.85115.798.4128.793.42N/A本月及本年累計較去年同期增加:訂單增加;本月較前月增加:本月開始特定客戶新訂單交易實質變動,依IFRS15調整帳務處理,但毛利不變
2022/81.1312.373.067.1320.053.2N/A主要係受客戶訂單需求增加影響。
2022/71.01-5.0530.546.013.493.04N/A-
2022/61.069.3541.244.9910.582.96N/A-
2022/50.973.95-0.883.934.462.8N/A-
2022/40.933.37-1.572.966.342.46N/A-
2022/30.944.2954.592.0310.432.03N/A主要係受客戶訂單需求增加影響。
2022/20.6325.021.01.13-10.141.84N/A-
2022/10.5-29.58-32.020.5-32.022.01N/A-
2021/120.71-10.76-25.548.66-25.782.13N/A-
2021/110.828.22-0.867.95-25.82.01N/A-
2021/100.624.07-26.877.15-27.821.87N/A-
2021/90.6-8.68-36.416.53-27.912.02N/A-
2021/80.65-15.28-38.755.94-26.920.0N/A-
2021/70.772.72-25.275.28-25.140.0N/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
2026/14.122025/13.252024/12.152023/11.682022/10.5
2026/23.32025/23.662024/21.782023/21.612022/20.63
2026/34.522025/33.762024/32.632023/31.582022/30.9
2026/44.132025/43.832024/42.692023/41.312022/40.93
2026/54.212025/53.482024/52.642023/51.992022/50.97
2026/64.552025/63.562024/62.682023/62.482022/61.06
N/AN/A2025/73.882024/73.022023/72.762022/71.01
N/AN/A2025/83.972024/83.192023/83.042022/81.13
N/AN/A2025/92.912024/93.252023/92.992022/91.29
N/AN/A2025/103.182024/103.32023/103.282022/101.35
N/AN/A2025/114.152024/113.672023/113.92022/111.42
N/AN/A2025/124.212024/123.522023/122.942022/122.0
  • 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: 0.07%
合約負債 QoQ YoY
26Q1 (8)0.01-50.00
25Q4 (7)0.0200

每月營收相關資訊

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