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)
2026/41.64-14.91-11.576.758.74.84N/A-
2026/31.9352.989.555.117.375.10.72-
2026/21.26-33.7317.743.1722.724.940.74-
2026/11.917.5626.261.9126.265.060.73-
2025/121.7728.03.4916.8-25.14.470.7-
2025/111.385.53-18.3615.03-27.463.740.84-
2025/101.3125.22-36.7813.65-28.273.131.0-
2025/91.0535.37-44.7212.34-27.233.071.02-
2025/80.77-38.25-59.3511.29-25.023.470.91產品轉換期加上市場需求疲弱所致。
2025/71.25-13.44-37.5310.51-20.064.310.73-
2025/61.45-9.91-27.289.26-16.914.910.6-
2025/51.61-13.56-15.027.81-14.655.230.57-
2025/41.865.419.236.21-14.564.70.63-
2025/31.7664.410.824.35-21.844.350.72-
2025/21.07-28.93-22.52.58-32.244.290.72-
2025/11.51-11.83-37.81.51-37.84.920.63-
2024/121.710.95-29.9822.44-8.775.480.49-
2024/111.7-18.27-4.220.72-6.425.670.47-
2024/102.089.4827.919.03-6.625.870.45-
2024/91.9-0.44-7.4416.95-9.65.810.59-
2024/81.9-5.11-12.115.06-9.875.90.58-
2024/72.010.76-0.1713.15-9.545.890.58-
2024/61.995.279.8311.15-11.045.580.64-
2024/51.8911.1110.629.15-14.575.340.67-
2024/41.7-2.7-26.297.26-19.364.840.74-
2024/31.7526.37-31.595.56-16.975.56N/A-
2024/21.38-42.96-42.363.81-7.936.26N/A-
2024/12.43-0.7439.652.4339.656.64N/A-
2023/122.4538.12-9.2624.59-27.05.84N/A-
2023/111.779.12-40.5822.15-28.555.44N/A-
2023/101.62-20.77-44.3520.38-27.275.84N/A-
2023/92.05-5.45-28.0718.75-25.286.22N/A-
2023/82.177.75-37.3316.71-24.925.99N/A-
2023/72.0110.87-31.6614.54-22.645.53N/A-
2023/61.816.03-44.9812.53-20.975.83N/A-
2023/51.71-25.97-41.2910.72-14.676.58N/A-
2023/42.31-9.69-20.319.01-6.647.27N/A-
2023/32.566.47-12.286.7-0.776.7N/A-
2023/22.438.2153.454.147.986.84N/A主係去年同期適逢農曆春節,影響廠商拉貨所致
2023/11.74-35.51-23.381.74-23.387.41N/A-
2022/122.7-9.557.8433.6936.068.59N/A-
2022/112.982.256.6231.039.228.74N/A主係去年同期廠商尚在消化庫存,減少拉貨所致
2022/102.922.423.2128.0237.69.22N/A-
2022/92.85-17.628.7925.139.499.24N/A-
2022/83.4617.526.8522.2544.729.69N/A-
2022/72.94-10.7439.3218.848.569.15N/A-
2022/63.313.1596.7815.8650.429.11N/A主係本期新舊產品併同出貨外,且去年同期因客戶缺料,影響該期公司銷貨等因素所致
2022/52.910.48173.9312.5641.668.73N/A主係去年同期受到客戶缺料問題嚴重,導致大幅度減少對嘉基產品之進貨所致
2022/42.9-0.633.79.6523.647.38N/A-
2022/32.9286.2785.726.7519.766.75N/A主係廠商積極拉貨所致。
2022/21.57-30.99-19.943.83-5.696.33N/A-
2022/12.27-9.237.492.277.496.67N/A-
2021/122.531.35-11.0124.762.976.77N/A-
2021/111.9-19.59-24.8222.264.826.89N/A-
2021/102.37-9.5816.2120.368.837.71N/A-
2021/92.62-3.9422.0217.997.937.45N/A-
2021/82.7229.0543.3115.385.846.51N/A-
2021/72.1126.0690.012.650.24.85N/A因受疫情影響,客戶於109上半年間急拉之存貨尚未去化完畢,故去年同期減少拉貨所致。
2021/61.6757.51-18.5310.54-8.450.0N/A-
2021/51.06-50.95-64.578.87-6.260.0N/A主係客戶端之產品缺料狀況嚴重,導致大幅度減少對嘉基產品之進貨
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
2026/11.912025/11.512024/12.432023/11.742022/12.27
2026/21.262025/21.072024/21.382023/22.42022/21.57
2026/31.932025/31.762024/31.752023/32.562022/32.92
2026/41.642025/41.862024/41.72023/42.312022/42.9
N/AN/A2025/51.612024/51.892023/51.712022/52.91
N/AN/A2025/61.452024/61.992023/61.812022/63.3
N/AN/A2025/71.252024/72.012023/72.012022/72.94
N/AN/A2025/80.772024/81.92023/82.172022/83.46
N/AN/A2025/91.052024/91.92023/92.052022/92.85
N/AN/A2025/101.312024/102.082023/101.622022/102.92
N/AN/A2025/111.382024/111.72023/111.772022/112.98
N/AN/A2025/121.772024/121.712023/122.452022/122.7
  • 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: 2.56%
合約負債 QoQ YoY
26Q1 (8)0.17466.670
25Q4 (7)0.03-25.0-62.5
25Q3 (6)0.04-63.640.0
25Q2 (5)0.110-26.67

每月營收相關資訊

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