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)
2026/40.6833.2818.232.2221.21.61N/A-
2026/30.5121.676.551.5422.571.541.1-
2026/20.42-30.785.211.0332.481.431.19-
2026/10.6151.2561.440.6161.441.551.09主因為因應農曆春節,客戶提前備貨。
2025/120.4-26.26-12.095.2731.231.291.2-
2025/110.5459.4347.584.8736.81.351.14-
2025/100.34-26.299.344.3235.551.231.26-
2025/90.469.96114.453.9838.41.30.87十月假期較長,客戶提前備料。客戶端庫存水位偏低庫存補貨,出貨動能增強。去年所耕耘之新專案陸續進入量產階段,挹注營收成長。
2025/80.420.5235.673.5232.221.250.9-
2025/70.421.9859.683.0931.761.260.91.客戶端庫存水位偏低,近期持續補貨,帶動出貨動能增強。2.去年所耕耘之新專案已陸續進入量產階段,挹注營收成長。
2025/60.41-4.5262.752.6728.251.420.731.客戶端庫存水位偏低,近期持續補貨,帶動出貨動能增強。2.去年所耕耘之新專案已陸續進入量產階段,挹注營收成長。
2025/50.43-25.3336.542.2623.491.490.7-
2025/40.5820.1152.31.8320.781.460.711.客戶端庫存水位偏低,近期持續補貨,帶動出貨動能增強。2.去年所耕耘之新專案已陸續進入量產階段,挹注營收成長。
2025/30.4820.145.891.2610.291.260.76-
2025/20.46.234.250.7813.211.230.77-
2025/10.38-17.64-2.940.38-2.941.20.79-
2024/120.4623.78-6.454.01-31.21.140.8-
2024/110.3718.12-14.63.56-33.460.91.01-
2024/100.3144.55-4.763.19-35.120.841.08-
2024/90.22-30.42-28.422.88-37.290.790.81-
2024/80.3118.31-15.292.66-37.920.830.77-
2024/70.263.94-29.752.35-40.040.830.77-
2024/60.25-19.89-55.262.09-41.120.950.75客戶調整庫存水位
2024/50.32-16.71-46.781.83-38.441.150.62-
2024/40.38-16.48-41.941.52-36.371.130.63-
2024/30.4552.32-25.851.14-34.271.14N/A-
2024/20.3-23.22-47.010.69-38.871.17N/A-
2024/10.39-20.61-30.70.39-30.71.31N/A-
2023/120.4912.99-5.115.83-0.891.25N/A-
2023/110.4331.74-1.775.35-0.491.06N/A-
2023/100.338.64-27.834.91-0.371.0N/A-
2023/90.3-17.66-47.614.592.411.04N/A-
2023/80.37-1.87-31.894.289.81.31N/A-
2023/70.37-33.8-29.743.9216.481.53N/A-
2023/60.56-4.71-10.633.5425.171.81N/A-
2023/50.59-9.1333.912.9835.471.86N/A-
2023/40.656.6576.122.3935.871.83N/A客戶機種需求增加,整體營收提升。
2023/30.618.8626.311.7325.11.73N/A-
2023/20.560.434.151.1224.451.64N/A-
2023/10.568.6916.030.5616.031.51N/A-
2022/120.5116.9618.655.8912.091.41N/A-
2022/110.44-3.2-14.445.3711.491.47N/A-
2022/100.45-21.1431.024.9314.591.57N/A-
2022/90.587.0336.484.4813.151.65N/A-
2022/80.541.2122.923.910.371.7N/A-
2022/70.53-15.7916.513.368.591.61N/A-
2022/60.6342.7731.312.837.221.44N/A-
2022/50.4419.51-5.142.21.851.3N/A-
2022/40.37-23.5-24.261.763.781.27N/A-
2022/30.4815.6216.021.3915.191.39N/A-
2022/20.42-13.1549.820.914.751.33N/A-
2022/10.4811.14-4.630.48-4.631.43N/A-
2021/120.43-15.657.045.25-26.151.3N/A-
2021/110.5148.2347.584.82-28.161.28N/A-
2021/100.35-17.85-4.24.3-32.311.21N/A-
2021/90.42-3.59-32.373.96-34.011.32N/A-
2021/80.44-4.05-15.093.53-34.21.38N/A-
2021/70.46-5.09-46.883.1-36.231.4N/A-
2021/60.483.12-28.552.64-33.940.0N/A-
2021/50.47-4.58-36.032.16-35.040.0N/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
2026/10.612025/10.382024/10.392023/10.562022/10.48
2026/20.422025/20.42024/20.32023/20.562022/20.42
2026/30.512025/30.482024/30.452023/30.612022/30.48
2026/40.682025/40.582024/40.382023/40.652022/40.37
N/AN/A2025/50.432024/50.322023/50.592022/50.44
N/AN/A2025/60.412024/60.252023/60.562022/60.63
N/AN/A2025/70.422024/70.262023/70.372022/70.53
N/AN/A2025/80.422024/80.312023/80.372022/80.54
N/AN/A2025/90.462024/90.222023/90.32022/90.58
N/AN/A2025/100.342024/100.312023/100.332022/100.45
N/AN/A2025/110.542024/110.372023/110.432022/110.44
N/AN/A2025/120.42024/120.462023/120.492022/120.51
  • 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

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