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)
2026/40.8319.71-12.712.8-19.742.04N/A-
2026/30.6933.36-26.021.97-22.371.970.15-
2026/20.52-31.92-30.781.28-20.241.80.16-
2026/10.7646.8-11.010.76-11.011.950.15-
2025/120.52-22.57-30.78.74-8.671.750.14-
2025/110.6720.0-14.068.22-6.81.830.14-
2025/100.56-7.23-35.667.55-6.091.860.13-
2025/90.6-14.23-30.017.0-2.512.040.17-
2025/80.7-4.7-15.036.391.232.090.16-
2025/70.7413.7-15.325.693.682.20.15-
2025/60.65-20.115.884.957.272.410.2-
2025/50.81-14.55.54.37.482.70.18-
2025/40.951.466.173.497.952.640.18-
2025/30.9424.76-4.592.548.632.540.18-
2025/20.75-12.4750.861.6118.172.360.2主係去年二月適逢農曆春節假期出貨天數較少影響所致。
2025/10.8614.31-0.660.86-0.662.390.19-
2024/120.75-3.97-35.659.57-32.272.40.25-
2024/110.78-10.15-32.38.83-31.972.510.24-
2024/100.870.91-27.918.04-31.942.560.23-
2024/90.864.12-20.257.18-32.392.560.26-
2024/80.83-5.03-34.136.31-33.772.310.29-
2024/70.8742.17-51.915.49-33.712.250.3係調整毛利率低的產品組合
2024/60.61-20.4-49.574.62-28.622.280.25-
2024/50.77-13.95-37.144.0-23.782.640.21-
2024/40.89-8.82-15.073.23-19.722.370.24-
2024/30.9897.28-12.042.34-21.372.34N/A-
2024/20.5-42.36-49.621.36-26.962.52N/A-
2024/10.86-25.95-1.390.86-1.393.18N/A-
2023/121.161.0221.0414.14-12.523.52N/A-
2023/111.15-4.336.412.97-14.653.44N/A-
2023/101.2111.6412.4911.82-16.263.54N/A-
2023/91.08-14.026.0610.61-18.624.15N/A-
2023/81.26-30.6614.249.53-21.774.28N/A-
2023/71.8149.132.428.28-25.334.25N/A-
2023/61.21-0.78-10.146.47-33.463.49N/A-
2023/51.2216.25-44.925.25-37.223.39N/A-
2023/41.05-5.56-5.784.03-34.443.15N/A-
2023/31.1212.98-39.252.98-40.812.98N/A-
2023/20.9912.81-28.311.86-41.712.82N/A-
2023/10.87-9.1-51.850.87-51.852.92N/A整體市場需求低迷,且訂單往後遞延,導致本月營收較去年同期減少51.86%
2022/120.96-11.19-40.3416.16-20.543.12N/A-
2022/111.081.13-30.1615.2-18.833.01N/A-
2022/101.0725.11-31.9614.12-17.813.03N/A-
2022/90.86-22.06-44.4713.04-16.383.32N/A-
2022/81.1-19.63-35.7812.19-13.33.82N/A-
2022/71.371.17-18.5311.09-10.184.94N/A-
2022/61.35-39.19-32.799.72-8.874.69N/A-
2022/52.2298.8838.448.37-3.315.18N/A-
2022/41.12-39.11-37.616.15-12.824.33N/A-
2022/31.8433.32-5.465.03-4.385.03N/A-
2022/21.38-24.23-6.873.19-3.754.81N/A-
2022/11.8212.64-1.251.82-1.254.98N/A-
2021/121.613.95-17.3620.3410.294.74N/A-
2021/111.55-1.47-2.3518.7313.564.67N/A-
2021/101.582.110.3717.1815.264.83N/A-
2021/91.54-9.87-18.4915.617.014.93N/A-
2021/81.711.951.3814.0622.895.4N/A-
2021/71.68-16.5312.1712.3526.615.3N/A-
2021/62.0125.2725.0310.6729.230.0N/A-
2021/51.61-10.37-6.028.6630.240.0N/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
2026/10.762025/10.862024/10.862023/10.872022/11.82
2026/20.522025/20.752024/20.52023/20.992022/21.38
2026/30.692025/30.942024/30.982023/31.122022/31.84
2026/40.832025/40.952024/40.892023/41.052022/41.12
N/AN/A2025/50.812024/50.772023/51.222022/52.22
N/AN/A2025/60.652024/60.612023/61.212022/61.35
N/AN/A2025/70.742024/70.872023/71.812022/71.37
N/AN/A2025/80.72024/80.832023/81.262022/81.1
N/AN/A2025/90.62024/90.862023/91.082022/90.86
N/AN/A2025/100.562024/100.872023/101.212022/101.07
N/AN/A2025/110.672024/110.782023/111.152022/111.08
N/AN/A2025/120.522024/120.752023/121.162022/120.96
  • 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: 0.23%
合約負債 QoQ YoY
26Q1 (8)0.01-50.0-80.0
25Q4 (7)0.020.0-60.0
25Q3 (6)0.020-81.82

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