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)
2026/60.19-32.19122.11.58-23.030.86N/A客戶依銷售情形調整訂單
2026/50.28-25.442.911.39-29.441.02N/A客戶依銷售情形調整訂單
2026/40.388.89-34.231.11-34.730.91N/A客戶依銷售情形調整訂單
2026/30.3598.02-31.990.72-34.990.720.41客戶依銷售情形調整訂單及新開發客戶
2026/20.18-9.18-43.840.37-37.580.740.41-
2026/10.2-46.35-30.540.2-30.540.70.43-
2025/120.36158.4471.652.8316.950.580.21客戶依銷售情形調整訂單及新開發客戶
2025/110.1476.12-60.492.4711.70.330.36客戶依銷售情形調整訂單
2025/100.08-35.29-72.812.3325.570.230.52客戶依銷售情形調整訂單
2025/90.11209.67-44.962.2443.430.180.61客戶依銷售情形調整訂單
2025/80.0413.15-87.252.1356.820.160.71客戶依銷售情形調整訂單
2025/70.03-62.91-88.042.0995.370.40.28客戶依銷售情形調整訂單
2025/60.09-68.58-64.222.06157.260.940.15客戶依銷售情形調整訂單及新開發客戶
2025/50.28-52.36-13.311.97253.961.370.1新開發客戶.已陸續交貨
2025/40.5812.59172.471.69613.551.410.1開發新客戶
2025/30.5263.523039.981.114515.181.110.27新開發客戶.已陸續交貨
2025/20.3212.311577300.00.67675.220.810.37新開發客戶.
2025/10.2832.573571.630.283571.630.850.35客戶依銷售情形調整訂單
2024/120.21-40.511993.572.427.090.860.28開發新客戶
2024/110.3621.163809.652.21-1.830.860.28開發新客戶
2024/100.2943.21884.131.85-17.310.790.31開發新客戶
2024/90.21-28.26955.861.56-29.480.760.18客戶依銷售情形調整訂單
2024/80.296.071693.851.36-38.210.80.18新開發客戶.已陸續交貨
2024/70.2711.02686.571.07-50.90.830.17客戶依銷售情形調整訂單
2024/60.24-23.88-44.510.8-63.120.780.08客戶依銷售情形調整訂單
2024/50.3249.74-26.080.56-67.830.550.11客戶依銷售情形調整訂單
2024/40.211197.58162.790.24-81.720.230.26客戶依銷售情形調整訂單
2024/30.0282050.0115.90.02-98.130.02N/A客戶依銷售情形調整訂單
2024/20.0-99.73-99.990.01-99.40.02N/A客戶依銷售情形調整訂單
2024/10.01-24.4-98.930.01-98.930.03N/A客戶依銷售情形調整訂單
2023/120.0111.08-98.832.26-86.430.05N/A客戶依銷售情形調整訂單
2023/110.01-69.5-99.012.25-85.750.06N/A客戶依銷售情形調整訂單
2023/100.0353.65-97.492.24-84.920.07N/A客戶依銷售情形調整訂單
2023/90.0221.88-99.062.21-83.830.05N/A客戶依銷售情形調整訂單
2023/80.0264.77-99.172.19-81.120.46N/A客戶依銷售情形調整訂單
2023/70.01-97.78-99.372.18-77.490.88N/A客戶依銷售情形調整交貨排程
2023/60.441.41-76.232.17-73.290.87N/A客戶依銷售情形調整交貨排程
2023/50.4316638.8-80.741.73-72.420.44N/A客戶依銷售情形調整交貨排程
2023/40.0-66.09-99.891.3-67.790.58N/A客戶依銷售情形調整交貨排程
2023/30.01-98.66-99.171.3-19.431.3N/A客戶依銷售情形調整交貨排程
2023/20.57-20.9969.321.2986.872.16N/A客戶依銷售情形調整訂單
2023/10.72-17.08103.530.72103.532.51N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/120.87-5.99804.5416.67424.192.98N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/110.92-22.4370.1415.8412.364.18N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/101.19-42.49299.5514.88485.425.2N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/92.076.52722.5313.69510.095.57N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/81.9424.55299.7911.62483.265.35N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/71.56-15.35417.899.68542.465.65N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/61.84-17.81522.988.12573.66.51N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/52.24-7.442572.946.27590.085.59N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/42.42163.67601.694.03388.483.68N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/30.92173.73178.491.61235.071.61N/A海外客戶依訂單排程開始積極拉貨
2022/20.34-5.03211.950.69359.590.79N/A新增客戶,客戶依銷售情形調整訂單
2022/10.35268.48734.750.35734.750.99N/A新增客戶,客戶依銷售情形調整訂單
2021/120.1-82.31-13.693.18295.960.94N/A新增客戶,客戶依銷售情形調整訂單
2021/110.5482.141333.953.08345.71.09N/A新增客戶,客戶依銷售情形調整訂單
2021/100.318.37407.322.54288.551.04N/A新增客戶,客戶依銷售情形調整訂單
2021/90.25-48.22332.612.24276.841.04N/A新增客戶,客戶依銷售情形調整訂單
2021/80.4961.34540.521.99270.80.0N/A新增客戶,客戶依銷售情形調整訂單
2021/70.31.81171.481.51226.440.0N/A新增客戶,客戶依銷售情形調整訂單
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
2026/10.22025/10.282024/10.012023/10.722022/10.35
2026/20.182025/20.322024/20.02023/20.572022/20.34
2026/30.352025/30.522024/30.022023/30.012022/30.92
2026/40.382025/40.582024/40.212023/40.02022/42.42
2026/50.282025/50.282024/50.322023/50.432022/52.24
2026/60.192025/60.092024/60.242023/60.442022/61.84
N/AN/A2025/70.032024/70.272023/70.012022/71.56
N/AN/A2025/80.042024/80.292023/80.022022/81.94
N/AN/A2025/90.112024/90.212023/90.022022/92.07
N/AN/A2025/100.082024/100.292023/100.032022/101.19
N/AN/A2025/110.142024/110.362023/110.012022/110.92
N/AN/A2025/120.362024/120.212023/120.012022/120.87
  • 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: 13.64%
合約負債 QoQ YoY
26Q1 (8)0.8700

每月營收相關資訊

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