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)
2026/63.71-58.82-23.6839.1571.7516.46N/A係合併子公司營收陸續於本年度出貨
2026/59.02141.84135.5235.4497.6420.55N/A主係合併子公司營收陸續於本年度出貨
2026/43.73-52.212.0326.4287.3616.11N/A主係合併子公司營收陸續於本年度出貨
2026/37.870.33100.4222.69110.6322.690.19主係合併子公司營收陸續於本月出貨
2026/24.58-55.5832.9314.89116.422.270.2主係合併子公司營收陸續於本年度出貨
2026/110.3139.76200.0910.31200.0923.040.19主係合併子公司營收陸續於本月出貨
2025/127.3837.8238.9853.3211.3115.90.56-
2025/115.3569.17-8.3145.947.8613.50.66-
2025/103.16-36.43-31.5140.5910.4312.930.69-
2025/94.983.899.0537.4316.4614.630.3-
2025/84.79-1.419.6632.4517.6814.520.3-
2025/74.86-0.137.7627.6619.213.550.32-
2025/64.8727.0758.4422.815.8712.020.34主係合併子公司營收陸續於本月出貨
2025/53.8315.045.5717.937.9911.050.37-
2025/43.33-14.4918.2914.18.6710.670.38-
2025/33.8912.9813.0510.776.0110.770.43-
2025/23.450.2517.396.882.412.190.38-
2025/13.44-35.27-9.213.44-9.2114.580.32-
2024/125.31-9.0712.9547.924.4615.770.34-
2024/115.8426.3663.3142.5926.0715.020.36新增合併個體
2024/104.621.2254.5436.7621.6613.550.4新增合併個體
2024/94.564.4629.9132.1418.0512.460.47-
2024/84.3723.8543.6327.5716.2910.970.54-
2024/73.5314.8821.1223.212.2610.220.58-
2024/63.07-15.3213.4119.6710.819.510.74-
2024/53.6328.8916.5516.610.359.880.71-
2024/42.81-18.286.6612.988.739.190.76-
2024/33.4417.31-2.7310.169.3110.16N/A-
2024/22.93-22.46-8.326.7216.7311.42N/A-
2024/13.79-19.4548.113.7948.1112.06N/A-
2023/124.731.4563.8238.4917.011.26N/A本月合併營收增加,主因為子公司安國自112年11月合併星河半導體(股)公司,且星河公司營收成長所致。
2023/113.5819.5718.6633.7912.5310.08N/A-
2023/102.99-14.915.9830.2111.849.55N/A-
2023/93.5115.531.5827.2211.49.47N/A-
2023/83.044.4313.1123.718.938.66N/A-
2023/72.917.5712.3820.678.348.73N/A-
2023/62.71-12.9798.7217.757.78.46N/A本月營收差異原因係因去年同期尚未併入安國國際科技(股)公司之營收。
2023/53.1117.9629.8615.05-0.499.29N/A-
2023/42.64-25.49-25.7611.93-6.219.38N/A-
2023/33.5410.57-12.629.31.369.3N/A-
2023/23.225.2642.655.7612.438.63N/A-
2023/12.56-10.91-11.142.56-11.148.44N/A-
2022/122.87-4.77-10.6132.89-4.458.46N/A-
2022/113.0116.8614.3430.02-3.828.26N/A-
2022/102.58-3.4513.727.01-5.57.94N/A-
2022/92.67-0.71-37.0324.43-7.157.95N/A-
2022/82.693.762.7221.76-1.416.64N/A-
2022/72.5990.21100.0219.07-1.976.35N/A營收增加係因自本月起併入安國國際科技(股)公司之營收所致。
2022/61.36-43.13-17.4816.48-9.247.31N/A-
2022/52.4-32.575.4815.12-8.4210.0N/A-
2022/43.55-12.294.3812.72-10.649.85N/A-
2022/34.0580.539.379.17-15.369.17N/A-
2022/22.24-21.97-40.025.12-28.218.33N/A-
2022/12.88-10.38-15.172.88-15.178.72N/A-
2021/123.2121.858.4534.43-44.688.11N/A係因年底客戶新機種的導入,市場需求增加
2021/112.6316.2-42.3731.22-48.159.14N/A-
2021/102.27-46.53-57.928.58-48.639.13N/A本月營業收入減少原因係客戶零件短缺、疫情影響、產能受限以及新機種尚未推出等因素
2021/94.2461.99-32.1926.32-47.638.15N/A-
2021/82.62102.03-62.1922.08-49.830.0N/A本月營業收入減少原因係客戶零件短缺、疫情影響以及產能受限等因素
2021/71.3-21.52-75.7719.46-47.520.0N/A本月營業收入減少原因係客戶零件短缺、疫情影響以及產能受限等因素
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
2026/110.312025/13.442024/13.792023/12.562022/12.88
2026/24.582025/23.452024/22.932023/23.22022/22.24
2026/37.82025/33.892024/33.442023/33.542022/34.05
2026/43.732025/43.332024/42.812023/42.642022/43.55
2026/59.022025/53.832024/53.632023/53.112022/52.4
2026/63.712025/64.872024/63.072023/62.712022/61.36
N/AN/A2025/74.862024/73.532023/72.912022/72.59
N/AN/A2025/84.792024/84.372023/83.042022/82.69
N/AN/A2025/94.982024/94.562023/93.512022/92.67
N/AN/A2025/103.162024/104.622023/102.992022/102.58
N/AN/A2025/115.352024/115.842023/113.582022/113.01
N/AN/A2025/127.382024/125.312023/124.72022/122.87
  • 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: 265.42%
合約負債 QoQ YoY
26Q1 (8)24.2232.49155.22
25Q4 (7)18.281.9622.53
25Q3 (6)17.9468.13457.14
25Q2 (5)10.6712.43673.19
25Q1 (4)9.49275.10.0
24Q4 (3)2.53-21.430.0
24Q3 (2)3.22133.330.0
24Q2 (1)1.380.00.0

每月營收相關資訊

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