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)
2026/42.48-11.77-8.09.951.937.71N/A-
2026/32.8116.63-6.567.475.727.470.43-
2026/22.417.2120.064.6614.847.160.45-
2026/12.25-10.079.722.259.727.550.43-
2025/122.5-10.7-9.5529.83-5.287.530.46-
2025/112.825.5412.9327.33-4.877.680.45-
2025/102.23-15.89-20.2924.53-6.567.40.47-
2025/92.655.52-4.3722.3-4.927.190.49-
2025/82.5124.13-14.2419.64-4.996.540.54-
2025/72.021.37-20.3617.13-3.467.360.48-
2025/62.0-40.2-32.8115.1-0.638.040.43-
2025/53.3423.835.6213.117.189.050.38-
2025/42.7-10.383.99.777.727.720.44-
2025/33.0149.8853.997.079.267.070.46瓦斯桶開關受客戶急單影響,出貨較去年同期成長112%
2025/22.01-2.02-16.774.06-10.16.820.48-
2025/12.05-25.87-2.442.05-2.447.30.45-
2024/122.7711.4919.9131.499.248.040.43-
2024/112.48-11.39-3.0528.738.328.050.42-
2024/102.80.89-8.2126.259.538.510.4-
2024/92.77-5.3621.323.4512.128.250.52-
2024/82.9315.2828.7320.6810.998.450.51-
2024/72.54-14.46-8.5217.748.528.680.5-
2024/62.97-6.0-8.3915.212.028.730.43-
2024/53.1621.8139.3612.2318.437.710.48-
2024/42.632.8112.189.0712.546.960.54-
2024/31.95-18.99-20.956.4712.686.47N/A-
2024/22.4114.8369.064.5138.146.82N/A瓦斯桶開關受客戶急單影響,淡季出貨較去年同期成長250%
2024/12.1-8.8714.172.114.176.97N/A-
2023/122.31-9.856.8628.83-12.737.91N/A-
2023/112.56-16.1119.8926.52-14.17.9N/A-
2023/103.0533.3439.0823.96-16.637.61N/A-
2023/92.290.43-9.0520.91-21.237.34N/A-
2023/82.28-18.08-13.6618.63-22.58.3N/A-
2023/72.78-14.34-11.5116.35-23.598.29N/A-
2023/63.2542.99-13.4213.57-25.677.83N/A-
2023/52.27-1.94-33.6910.32-28.837.06N/A-
2023/42.31-6.41-14.488.06-27.336.21N/A-
2023/32.4773.26-22.05.74-31.485.74N/A-
2023/21.43-22.44-45.03.27-37.255.43N/A-
2023/11.84-14.71-29.561.84-29.566.13N/A-
2022/122.161.13-39.8833.042.736.48N/A-
2022/112.13-2.69-15.0930.888.096.84N/A-
2022/102.19-12.8-31.7728.7410.337.35N/A-
2022/92.51-4.65-14.6626.5516.258.29N/A-
2022/82.64-16.034.8824.0420.849.53N/A-
2022/73.14-16.191.8121.423.1510.31N/A-
2022/63.759.5150.4118.2627.759.88N/A瓦斯桶開關受客戶急單影響較去年同期成長43%；戶外烤肉爐則受COVID-19疫情影響，美國在家聚會用餐增加，銷售較去年同期成長40%
2022/53.4226.4732.5814.5122.979.3N/A-
2022/42.71-14.64-4.4911.0920.288.47N/A-
2022/33.1722.1643.38.3831.278.38N/A-
2022/22.6-0.6741.455.2124.898.8N/A-
2022/12.61-27.2111.882.6111.888.72N/A-
2021/123.5942.8413.9932.1614.889.32N/A-
2021/112.51-21.818.3828.5715.08.67N/A-
2021/103.219.0614.526.0514.688.68N/A-
2021/92.9517.1733.3722.8414.78.55N/A-
2021/82.51-18.49-7.7219.8912.378.09N/A-
2021/73.0923.829.0417.3816.038.16N/A-
2021/62.49-3.46-3.4714.2913.560.0N/A-
2021/52.58-8.89-11.1911.817.960.0N/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
2026/12.252025/12.052024/12.12023/11.842022/12.61
2026/22.412025/22.012024/22.412023/21.432022/22.6
2026/32.812025/33.012024/31.952023/32.472022/33.17
2026/42.482025/42.72024/42.62023/42.312022/42.71
N/AN/A2025/53.342024/53.162023/52.272022/53.42
N/AN/A2025/62.02024/62.972023/63.252022/63.75
N/AN/A2025/72.022024/72.542023/72.782022/73.14
N/AN/A2025/82.512024/82.932023/82.282022/82.64
N/AN/A2025/92.652024/92.772023/92.292022/92.51
N/AN/A2025/102.232024/102.82023/103.052022/102.19
N/AN/A2025/112.82024/112.482023/112.562022/112.13
N/AN/A2025/122.52024/122.772023/122.312022/122.16
  • 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: 30.6%
合約負債 QoQ YoY
26Q1 (8)1.0724.4210.31
25Q4 (7)0.86-9.470.0
25Q3 (6)0.95-14.410.0
25Q2 (5)1.1114.434.72
25Q1 (4)0.9712.790.0
24Q4 (3)0.86-9.470.0
24Q3 (2)0.95-10.380.0
24Q2 (1)1.060.00.0

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