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)
2026/60.56-25.94-1.173.55-5.41.87N/A-
2026/50.7635.0922.882.99-6.151.96N/A-
2026/40.56-13.29-9.162.23-13.111.61N/A-
2026/30.6558.82-2.871.67-14.361.670.78-
2026/20.41-34.38-42.371.03-20.291.490.87-
2026/10.6234.36.460.626.461.540.85-
2025/120.460.68-22.746.795.061.380.93-
2025/110.46-1.01-11.076.337.891.580.81-
2025/100.46-29.65-9.045.889.711.60.8-
2025/90.6637.5312.865.4111.681.660.64-
2025/80.48-9.63-10.354.7611.521.570.67-
2025/70.53-6.59-9.844.2814.641.710.62-
2025/60.57-7.9122.593.7519.211.80.62-
2025/50.62-0.13-4.573.1818.631.90.59-
2025/40.62-7.2825.662.5725.981.990.56-
2025/30.66-5.76-5.181.9526.081.950.44-
2025/20.721.2248.051.2951.961.880.46本期客戶訂單較去年同期增加
2025/10.58-2.5456.990.5856.991.690.51本期客戶訂單較去年同期增加
2024/120.615.8974.436.470.641.620.53本期客戶訂單較去年同期增加
2024/110.511.246.755.87-3.51.610.54-
2024/100.51-12.7134.215.36-4.381.620.53-
2024/90.589.2410.094.85-7.181.70.5-
2024/80.53-9.1211.364.26-9.131.580.54-
2024/70.5927.02-18.863.73-11.461.690.5-
2024/60.46-28.32-35.783.14-9.921.60.45-
2024/50.6431.5111.182.68-3.211.840.39-
2024/40.49-30.04-10.182.04-7.021.670.43-
2024/30.747.15-7.981.55-5.971.55N/A-
2024/20.4828.54-6.640.85-4.241.19N/A-
2024/10.378.27-0.970.37-0.971.19N/A-
2023/120.34-29.07-51.576.43-38.551.2N/A本期客戶訂單較去年同期減少
2023/110.4827.29-26.626.08-37.611.39N/A-
2023/100.38-28.4-30.275.6-38.41.39N/A-
2023/90.5310.51-50.355.22-38.921.73N/A本期客戶訂單較去年同期減少
2023/80.48-33.79-59.294.69-37.291.92N/A本期客戶訂單較去年同期減少
2023/70.720.548.914.21-33.192.02N/A-
2023/60.7224.09-32.923.49-38.141.84N/A-
2023/50.586.22-32.192.77-39.371.89N/A-
2023/40.55-28.32-53.062.19-41.021.82N/A本期客戶訂單較去年同期減少
2023/30.7649.29-35.71.65-35.531.65N/A-
2023/20.5136.3631.390.88-35.391.59N/A-
2023/10.37-47.04-61.840.37-61.841.74N/A112年1月適逢春節,出貨天數較少
2022/120.717.46-16.3410.46277.831.91N/A本期客戶訂單較去年同期增加
2022/110.6620.9572.439.75407.012.27N/A本期客戶訂單較去年同期增加
2022/100.54-49.0259.529.09489.732.79N/A本期客戶訂單較去年同期增加
2022/91.07-9.38224.628.55611.742.91N/A本期客戶訂單較去年同期增加
2022/81.1877.12430.677.48757.382.91N/A本期客戶訂單較去年同期增加
2022/70.66-38.08472.476.31868.62.59N/A本期客戶訂單較去年同期增加
2022/61.0725.4441962.45.64954.473.09N/A本期客戶訂單較去年同期增加
2022/50.86-26.46947.74.57758.133.2N/A本期客戶訂單較去年同期增加
2022/41.16-1.81762.143.72723.832.74N/A本期客戶訂單較去年同期增加
2022/31.18205.09856.812.55707.492.55N/A本期客戶訂單較去年同期增加
2022/20.39-60.41965.771.37611.362.21N/A本期客戶訂單較去年同期增加
2022/10.9816.08464.740.98464.742.21N/A本期客戶訂單較去年同期增加
2021/120.84121.51407.42.772.711.57N/A本期客戶訂單較去年同期增加
2021/110.3811.980.061.92-23.921.05N/A本期客戶訂單較去年同期增加
2021/100.343.7318.771.54-33.420.89N/A-
2021/90.3348.13-19.481.2-40.80.67N/A-
2021/80.2291.0791.290.87-46.160.0N/A累計客戶訂單較去年同期減少
2021/70.124449.41-44.480.65-56.740.0N/A客戶訂單較去年同期減少
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
2026/10.622025/10.582024/10.372023/10.372022/10.98
2026/20.412025/20.72024/20.482023/20.512022/20.39
2026/30.652025/30.662024/30.72023/30.762022/31.18
2026/40.562025/40.622024/40.492023/40.552022/41.16
2026/50.762025/50.622024/50.642023/50.582022/50.86
2026/60.562025/60.572024/60.462023/60.722022/61.07
N/AN/A2025/70.532024/70.592023/70.722022/70.66
N/AN/A2025/80.482024/80.532023/80.482022/81.18
N/AN/A2025/90.662024/90.582023/90.532022/91.07
N/AN/A2025/100.462024/100.512023/100.382022/100.54
N/AN/A2025/110.462024/110.512023/110.482022/110.66
N/AN/A2025/120.462024/120.62023/120.342022/120.71
  • 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: 1.69%
合約負債 QoQ YoY
26Q1 (8)0.06-14.29-14.29
25Q4 (7)0.07-22.22-50.0
25Q3 (6)0.0928.57-55.0
25Q2 (5)0.070.0-65.0
25Q1 (4)0.07-50.00.0
24Q4 (3)0.14-30.00.0
24Q3 (2)0.20.00.0
24Q2 (1)0.20.00.0

每月營收相關資訊

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