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)
2026/43.53-16.638.3113.5827.1410.46N/A-
2026/34.2357.3858.1610.0523.6310.050.65本月營業收入較去年同期增加58.16%，主要係精密零組件收入及工程收入增加
2026/22.69-13.893.765.826.679.70.68-
2026/13.12-19.579.313.129.3110.070.65-
2025/123.8927.1336.5633.5812.949.710.68-
2025/113.0610.51-29.2829.710.448.370.78-
2025/102.778.3933.426.6418.058.260.8-
2025/92.55-13.420.0323.8816.58.290.87-
2025/82.955.425.6121.3318.847.950.91-
2025/72.826.5413.3518.3817.827.70.94-
2025/62.21-17.890.4515.5818.667.450.97-
2025/52.695.3810.4313.3722.327.920.91-
2025/42.55-4.637.8410.6825.737.820.92-
2025/32.683.2557.278.1332.648.130.88本月營業收入較去年同期增加57.28%，主要係工程收入及精密零組件收入增加
2025/22.59-9.2949.745.4523.178.30.86-
2025/12.860.476.12.866.110.030.71-
2024/122.85-34.1658.4129.7313.139.240.72本月營業收入較去年同期增加58.41%，主要係精密零組件收入及工程收入增加
2024/114.32108.4982.6926.899.818.950.74本月營業收入較去年同期增加82.69%，主要係工程收入及精密零組件收入增加
2024/102.07-18.7148.5922.572.026.970.95-
2024/92.558.722.120.49-1.117.360.89-
2024/82.35-4.8813.2817.94-3.717.010.94-
2024/72.4712.1420.9215.6-5.847.10.92-
2024/62.2-9.737.4813.13-9.67.00.88-
2024/52.442.9113.810.93-12.46.510.94-
2024/42.3739.065.418.5-17.825.81.06-
2024/31.7-1.68-42.456.13-24.276.13N/A-
2024/21.73-35.72-28.764.43-13.86.22N/A-
2024/12.6950.0-0.352.69-0.356.86N/A-
2023/121.8-24.07-46.3826.28-34.65.56N/A-
2023/112.3769.58-34.2624.49-33.535.85N/A-
2023/101.4-33.2-48.7922.12-33.455.55N/A-
2023/92.090.85-30.4820.73-32.086.2N/A-
2023/82.071.53-50.0318.64-32.256.16N/A主要係去年同期配合客戶建廠需求積極投入，工程收入基期較高所致。
2023/72.04-0.32-50.2316.57-29.16.23N/A主要係去年同期配合客戶建廠需求積極投入，工程收入基期較高所致。
2023/62.05-4.43-40.9714.53-24.66.43N/A-
2023/52.14-4.67-42.7912.48-21.017.35N/A-
2023/42.25-24.08-22.2710.34-14.257.64N/A-
2023/32.9621.7-14.538.09-11.728.09N/A-
2023/22.43-10.09-13.935.13-10.028.48N/A-
2023/12.7-19.29-6.182.7-6.189.65N/A-
2022/123.35-6.928.2540.1914.729.67N/A-
2022/113.632.0812.9936.8413.639.33N/A-
2022/102.72-9.3112.4633.2413.79.87N/A-
2022/93.0-27.51-17.9830.5213.8111.25N/A-
2022/84.141.1215.2327.5118.8411.71N/A-
2022/74.118.2210.2423.3719.5111.31N/A-
2022/63.47-7.3830.0319.2721.6810.1N/A-
2022/53.7429.527.8515.820.010.09N/A-
2022/42.89-16.5111.812.0624.349.18N/A-
2022/33.4622.5528.579.1728.99.17N/A-
2022/22.82-2.076.555.7129.18.32N/A本月營業收入較去年同期增加76.56%，主要係精密零組件收入增加。
2022/12.8810.342.182.882.188.68N/A-
2021/122.61-17.9818.735.0312.368.22N/A-
2021/113.1831.4621.9232.4211.889.27N/A-
2021/102.42-33.868.8129.2310.889.68N/A-
2021/93.661.8485.226.8111.0810.98N/A本月營業收入較去年同期增加85.20%，主要係精密零組件收入及工程收入增加。
2021/83.6-3.2543.3723.154.469.98N/A-
2021/73.7239.4444.419.55-0.59.85N/A-
2021/62.67-23.17-10.0815.83-7.270.0N/A-
2021/53.4734.2629.113.17-6.680.0N/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
2026/13.122025/12.862024/12.692023/12.72022/12.88
2026/22.692025/22.592024/21.732023/22.432022/22.82
2026/34.232025/32.682024/31.72023/32.962022/33.46
2026/43.532025/42.552024/42.372023/42.252022/42.89
N/AN/A2025/52.692024/52.442023/52.142022/53.74
N/AN/A2025/62.212024/62.22023/62.052022/63.47
N/AN/A2025/72.82024/72.472023/72.042022/74.1
N/AN/A2025/82.952024/82.352023/82.072022/84.14
N/AN/A2025/92.552024/92.552023/92.092022/93.0
N/AN/A2025/102.772024/102.072023/101.42022/102.72
N/AN/A2025/113.062024/114.322023/112.372022/113.6
N/AN/A2025/123.892024/122.852023/121.82022/123.35
  • 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: 25.49%
合約負債 QoQ YoY
26Q1 (8)2.915.08104.23
25Q4 (7)2.5224.7573.79
25Q3 (6)2.0220.2424.69
25Q2 (5)1.6818.31-1.18
25Q1 (4)1.42-2.070.0
24Q4 (3)1.45-10.490.0
24Q3 (2)1.62-4.710.0
24Q2 (1)1.70.00.0

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