愛玩股

   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)
2026/40.98-44.8545.6810.4477.495.69N/A客戶需求調整
2026/31.78-39.04138.349.4681.619.460.13客戶需求調整
2026/22.92-38.4789.27.6872.18.650.14客戶需求調整
2026/14.75389.1663.034.7563.036.80.18客戶需求調整
2025/120.97-10.0142.1113.7-22.712.61.97-
2025/111.0897.5320.1712.73-25.312.61.97-
2025/100.55-43.6-13.8711.65-27.841.892.7-
2025/90.97155.99-2.9411.11-28.422.20.58-
2025/80.38-55.35-47.5710.14-30.173.120.41-
2025/70.85-55.11-32.049.76-29.263.870.33-
2025/61.8966.1331.418.91-28.983.70.24-
2025/51.1468.57-30.647.02-36.82.560.35-
2025/40.67-9.78-73.545.88-37.862.970.3係依客戶需求調整
2025/30.75-51.61-19.925.21-24.715.210.21-
2025/21.55-46.98-36.944.46-25.465.140.21-
2025/12.92326.38-17.492.92-17.494.50.24-
2024/120.68-23.9-57.5717.7310.912.220.98客戶需求調整
2024/110.941.5651.4217.0518.592.530.86客戶需求調整
2024/100.63-36.45-12.5616.1517.182.360.92-
2024/91.038.2753.515.5218.832.970.18客戶需求調整
2024/80.72-42.1217.5914.5217.013.410.16-
2024/71.25-13.213.2613.816.984.330.12-
2024/61.44-12.32-46.5712.5517.365.630.21-
2024/51.64-35.6924.2511.1138.875.120.23-
2024/42.55173.06161.599.4741.775.940.2客戶需求調整
2024/30.93-61.9-8.476.9221.296.92N/A-
2024/22.45-30.63133.935.9927.777.6N/A客戶需求調整
2024/13.53119.28-2.813.53-2.815.74N/A-
2023/121.61171.57172.8815.998.262.93N/A客戶需求調整
2023/110.59-18.25-37.1914.381.41.97N/A-
2023/100.7311.5626.3913.784.161.99N/A-
2023/90.655.9310.5513.063.152.37N/A-
2023/80.61-44.2534.3112.412.794.41N/A-
2023/71.1-59.0553.7411.791.545.11N/A客戶需求調整
2023/62.69103.89-24.0110.69-1.314.99N/A-
2023/51.3235.3711.278.09.73.32N/A-
2023/40.97-4.4673.976.689.43.04N/A客戶需求調整
2023/31.02-2.61-70.185.72.875.7N/A客戶需求調整
2023/21.05-71.186.774.68120.675.27N/A受客戶營業規模擴增致銷貨成長
2023/13.64515.71218.633.64218.635.17N/A受客戶營業規模擴增致銷貨成長
2022/120.59-37.49-9.1914.7726.662.11N/A-
2022/110.9464.5191.5514.1828.782.11N/A受客戶需求增加致銷貨成長
2022/100.57-2.413.7613.2325.841.62N/A-
2022/90.5928.69-33.0912.6627.061.76N/A-
2022/80.46-36.1817.1712.0732.894.72N/A-
2022/70.72-79.76-22.4811.6133.65.44N/A-
2022/63.54198.59254.3410.83101.635.29N/A因客戶營業規模擴增致營收成長
2022/51.19111.6566.137.2966.735.17N/A因客戶營業規模擴增致營收成長
2022/40.56-83.6227.216.1166.854.96N/A受客戶營業規模擴增致銷貨成長
2022/33.42248.74171.495.5572.275.55N/A受客戶營業規模擴增致銷貨成長
2022/20.98-14.060.492.128.392.77N/A本月受客戶業務需求增加致銷貨成長
2022/11.1475.46-15.251.14-15.250.0N/A-
2021/120.650.078.2211.6661.40.0N/A受主要客戶營業規模擴增致銷貨成長。
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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
2026/14.752025/12.922024/13.532023/13.642022/11.14
2026/22.922025/21.552024/22.452023/21.052022/20.98
2026/31.782025/30.752024/30.932023/31.022022/33.42
2026/40.982025/40.672024/42.552023/40.972022/40.56
N/AN/A2025/51.142024/51.642023/51.322022/51.19
N/AN/A2025/61.892024/61.442023/62.692022/63.54
N/AN/A2025/70.852024/71.252023/71.12022/70.72
N/AN/A2025/80.382024/80.722023/80.612022/80.46
N/AN/A2025/90.972024/91.02023/90.652022/90.59
N/AN/A2025/100.552024/100.632023/100.732022/100.57
N/AN/A2025/111.082024/110.92023/110.592022/110.94
N/AN/A2025/120.972024/120.682023/121.612022/120.59
  • 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: 46.36%
合約負債 QoQ YoY
26Q1 (8)1.02-12.8256.92
25Q4 (7)1.172.6362.5
25Q3 (6)1.1422.5883.87
25Q2 (5)0.9343.0855.0
25Q1 (4)0.65-9.720.0
24Q4 (3)0.7216.130.0
24Q3 (2)0.623.330.0
24Q2 (1)0.60.00.0

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