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)
2026/450.466.6432.46186.1824.73140.0N/A-
2026/347.3212.0528.25135.7222.09135.720.73-
2026/242.23-8.5512.0188.4119.03131.10.76-
2026/146.188.1726.2746.1826.27129.790.76-
2025/1242.694.3221.92467.34.48124.950.74-
2025/1140.92-1.0110.11424.613.0121.780.76-
2025/1041.344.65.62383.692.29120.640.77-
2025/939.52-0.651.33342.351.9118.40.75-
2025/839.781.720.77302.831.98117.250.76-
2025/739.11.922.81263.052.16113.790.78-
2025/638.365.613.14223.942.05112.780.81-
2025/536.32-4.64-2.49185.581.83111.310.82-
2025/438.093.243.55149.262.94112.690.81-
2025/336.89-2.130.3111.162.73111.160.86-
2025/237.73.085.5574.273.99109.290.88-
2025/136.574.442.4236.572.42108.750.88-
2024/1235.02-5.772.13447.261.59111.320.88-
2024/1137.16-5.04-4.37412.241.55115.30.85-
2024/1039.140.351.74375.082.17117.610.84-
2024/939.0-1.1811.41335.942.23116.510.84-
2024/839.473.7713.7296.941.13114.70.86-
2024/738.032.2510.87257.47-0.54112.480.87-
2024/637.19-0.158.48219.43-2.29111.230.86-
2024/537.251.270.35182.24-4.23110.820.87-
2024/436.780.01-4.9144.99-5.34109.280.88-
2024/336.782.98-3.87108.2-5.49108.2N/A-
2024/235.720.03-3.2371.42-6.31105.7N/A-
2024/135.74.14-9.235.7-9.2108.85N/A-
2023/1234.28-11.78-16.38440.23-42.14111.61N/A-
2023/1138.861.02-14.43405.94-43.6112.34N/A-
2023/1038.479.89-32.74367.08-45.57108.19N/A-
2023/935.010.83-41.82328.61-46.76104.02N/A-
2023/834.711.19-46.03293.61-47.29103.3N/A-
2023/734.30.05-49.05258.89-47.45105.71N/A-
2023/634.29-7.64-51.74224.59-47.2110.09N/A主係半導體產業景氣於111年下半年開始減緩,致本期營業收入較去年同期減少。
2023/537.12-4.03-49.84190.3-46.29114.07N/A-
2023/438.681.09-47.2153.18-45.36113.85N/A-
2023/338.263.66-46.88114.5-44.7114.5N/A-
2023/236.91-6.14-44.2476.23-43.55117.23N/A-
2023/139.32-4.09-42.8839.32-42.88125.75N/A-
2022/1241.0-9.72-40.33760.8715.94143.62N/A-
2022/1145.42-20.59-32.41719.8622.52162.8N/A-
2022/1057.2-4.94-7.22674.4429.62181.7N/A-
2022/960.18-6.45-0.37617.2434.57191.84N/A-
2022/864.33-4.469.98557.0739.88202.71N/A-
2022/767.34-5.2124.65492.7445.02212.39N/A-
2022/671.04-4.036.5425.448.87218.32N/A-
2022/574.011.0142.83354.3651.63219.31N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2022/473.271.748.05280.3554.14211.51N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2022/372.048.8149.9207.0856.41207.08N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2022/266.2-3.8456.0135.0560.13203.76N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2022/168.850.1864.3168.8564.31204.77N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2021/1268.722.2474.08656.2343.64197.58N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2021/1167.219.0170.45587.5140.76189.27N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2021/1061.652.0654.78520.337.66180.55N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2021/960.43.2752.43458.6535.65172.91N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2021/858.498.2751.27398.2533.42164.55N/A受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。
2021/754.023.7943.87339.7630.76157.88N/A-
2021/652.050.4438.51285.7428.550.0N/A-
2021/551.814.732.54233.6926.520.0N/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
2026/146.182025/136.572024/135.72023/139.322022/168.85
2026/242.232025/237.72024/235.722023/236.912022/266.2
2026/347.322025/336.892024/336.782023/338.262022/372.04
2026/450.462025/438.092024/436.782023/438.682022/473.27
N/AN/A2025/536.322024/537.252023/537.122022/574.01
N/AN/A2025/638.362024/637.192023/634.292022/671.04
N/AN/A2025/739.12024/738.032023/734.32022/767.34
N/AN/A2025/839.782024/839.472023/834.712022/864.33
N/AN/A2025/939.522024/939.02023/935.012022/960.18
N/AN/A2025/1041.342024/1039.142023/1038.472022/1057.2
N/AN/A2025/1140.922024/1137.162023/1138.862022/1145.42
N/AN/A2025/1242.692024/1235.022023/1234.282022/1241.0
  • 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: 3.92%
合約負債 QoQ YoY
26Q1 (8)16.6316.3835.53
25Q4 (7)14.29-27.5-1.99
25Q3 (6)19.71-1.79126.29
25Q2 (5)20.0763.57147.78
25Q1 (4)12.27-15.840.0
24Q4 (3)14.5867.390.0
24Q3 (2)8.717.530.0
24Q2 (1)8.10.00.0

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