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)
2026/623.864.38-5.5123.55-15.2868.61N/A-
2026/522.864.3918.3499.69-17.3368.81N/A-
2026/421.89-8.99-14.3276.83-24.1362.92N/A-
2026/324.0641.78-16.8854.94-27.4454.941.57-
2026/216.9721.94-22.0630.88-33.9846.851.84-
2026/113.91-12.85-44.3613.91-44.3646.451.85-
2025/1215.97-3.62-11.16267.35-9.8249.281.72-
2025/1116.57-1.08-16.29251.38-9.7356.011.51-
2025/1016.75-26.19-16.07234.82-9.2364.151.32-
2025/922.69-8.14-11.21218.07-8.6672.231.13-
2025/824.7-0.52-15.47195.37-8.3574.791.09-
2025/724.83-1.64-23.42170.67-7.2269.41.18-
2025/625.2530.73-21.15145.84-3.7570.121.24-
2025/519.31-24.41-37.7120.590.973.811.18-
2025/425.55-11.71-14.43101.2714.4376.271.14-
2025/328.9432.956.975.7229.1375.721.27-
2025/221.77-12.9437.5446.7848.264.751.49-
2025/125.0139.1358.9325.0158.9362.771.53因應市場需求，配合調整
2024/1217.97-9.1817.64296.479.1457.721.86-
2024/1119.79-0.8325.16278.58.6365.311.64-
2024/1019.96-21.9130.9258.717.5574.751.43-
2024/925.56-12.5431.8238.755.9787.221.14-
2024/829.23-9.8743.03213.193.5393.681.06-
2024/732.431.2518.1183.96-0.8195.461.04-
2024/632.033.2948.65151.53-4.192.90.98-
2024/531.03.817.49119.51-12.4287.951.04-
2024/429.8710.324.1888.5-17.7672.771.25-
2024/327.0871.07-19.7458.64-29.8458.64N/A-
2024/215.830.59-41.3731.56-36.6746.84N/A-
2024/115.732.99-31.1215.73-31.1246.82N/A配合市場需求調整
2023/1215.28-3.38-56.44271.63-26.4346.33N/A依市場需求配合調整
2023/1115.813.71-56.83256.36-23.2750.45N/A因應市場，配合需求調整
2023/1015.25-21.38-54.85240.55-19.1455.07N/A配合市場庫存調節
2023/919.39-5.09-38.56225.3-14.5767.29N/A-
2023/820.43-25.58-32.36205.91-11.3169.44N/A-
2023/727.4627.45-15.67185.47-8.1677.85N/A-
2023/621.54-25.3-27.99158.01-6.7274.44N/A-
2023/528.8419.92-6.47136.47-2.1586.63N/A-
2023/424.05-28.71-11.15107.63-0.9384.78N/A-
2023/333.7424.971.0983.582.4583.58N/A-
2023/227.018.1717.5249.843.3984.92N/A-
2023/122.84-34.88-9.4722.84-9.4794.55N/A-
2022/1235.08-4.2256.92369.2225.82105.48N/A去年基期較低,今年產品平均單價亦較高
2022/1136.638.4676.66334.1423.26101.96N/A1.去年基期較低; 2.零組件供料較順暢; 3.EBIKE佔比高; 4.生產效率提升
2022/1033.776.9848.37297.5118.8395.55N/A-
2022/931.574.4773.18263.7415.8894.34N/A去年同期基期較低
2022/830.21-7.2117.45232.1810.8992.7N/A-
2022/732.568.836.16201.979.9793.32N/A-
2022/629.92-2.9719.12169.410.7487.83N/A-
2022/530.8413.9231.06139.489.0991.28N/A-
2022/427.07-18.8812.37108.644.1383.41N/A-
2022/333.3745.274.4581.581.6681.58N/A-
2022/222.97-8.96-14.948.2-0.1870.56N/A-
2022/125.2312.8718.4725.2318.4768.32N/A-
2021/1222.357.81-7.88293.448.3165.85N/A-
2021/1120.73-8.89-9.21271.099.961.72N/A-
2021/1022.7624.862.6250.3511.8566.71N/A-
2021/918.23-29.14-24.04227.5912.8774.62N/A-
2021/825.72-16.128.72209.3717.860.0N/A-
2021/730.6722.1121.0183.6419.260.0N/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
2026/113.912025/125.012024/115.732023/122.842022/125.23
2026/216.972025/221.772024/215.832023/227.02022/222.97
2026/324.062025/328.942024/327.082023/333.742022/333.37
2026/421.892025/425.552024/429.872023/424.052022/427.07
2026/522.862025/519.312024/531.02023/528.842022/530.84
2026/623.862025/625.252024/632.032023/621.542022/629.92
N/AN/A2025/724.832024/732.432023/727.462022/732.56
N/AN/A2025/824.72024/829.232023/820.432022/830.21
N/AN/A2025/922.692024/925.562023/919.392022/931.57
N/AN/A2025/1016.752024/1019.962023/1015.252022/1033.77
N/AN/A2025/1116.572024/1119.792023/1115.812022/1136.63
N/AN/A2025/1215.972024/1217.972023/1215.282022/1235.08
  • 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: 1.91%
合約負債 QoQ YoY
26Q1 (8)0.5772.73-69.02
25Q4 (7)0.33-51.47-80.92
25Q3 (6)0.68-19.05-64.21
25Q2 (5)0.84-54.35-58.0
25Q1 (4)1.846.360.0
24Q4 (3)1.73-8.950.0
24Q3 (2)1.9-5.00.0
24Q2 (1)2.00.00.0

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