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)
2026/41.9895.87-8.385.4-35.844.16N/A-
2026/31.01-12.98-47.223.42-45.353.422.54-
2026/21.16-6.01-41.382.4-44.534.02.17-
2026/11.24-22.59-47.191.24-47.194.232.06-
2025/121.615.5-8.119.27-21.014.292.16-
2025/111.396.46-33.2617.67-22.03.922.36-
2025/101.35.81-28.0916.28-20.863.742.48-
2025/91.232.01-33.2314.98-20.163.472.5-
2025/81.2117.14-38.4713.75-18.743.782.29-
2025/71.03-33.51-48.212.55-16.164.132.1-
2025/61.550.03-36.9411.52-11.255.261.56-
2025/51.55-28.55-43.499.97-5.255.631.46本期銷貨價格與重量較前年度均減少
2025/42.1712.854.548.428.26.071.36-
2025/31.92-3.35-10.256.259.536.251.51-
2025/21.99-15.3432.644.3321.396.081.55-
2025/12.3534.7113.252.3513.256.161.53-
2024/121.74-16.11-59.7224.39-30.295.631.89銷貨重量減少所致
2024/112.0814.71-24.622.65-26.145.731.86-
2024/101.81-1.75-22.9720.58-26.295.611.9-
2024/91.84-5.99-34.8518.77-26.65.791.53-
2024/81.96-1.38-43.0516.92-25.576.41.38本期銷貨重量減少且銷貨單價下降
2024/71.99-19.05-9.614.96-22.457.181.23-
2024/62.46-10.35-2.8112.98-24.117.271.29-
2024/52.7432.17-9.5310.52-27.86.951.35-
2024/42.07-3.12-14.397.78-32.595.711.64-
2024/32.1442.83-32.95.71-37.425.71N/A-
2024/21.5-27.71-52.043.57-39.857.89N/A本期銷貨單價下降且銷貨重量減少所致
2024/12.07-52.08-26.312.07-26.319.15N/A-
2023/124.3257.0212.1235.0-0.889.43N/A-
2023/112.7517.18-10.7730.67-2.477.93N/A-
2023/102.35-16.89-23.5527.92-1.578.62N/A-
2023/92.83-17.827.0125.571.098.47N/A-
2023/83.4456.538.1922.740.48.17N/A-
2023/72.2-12.97-11.4519.3-0.877.75N/A-
2023/62.53-16.56-34.7217.10.677.98N/A-
2023/53.0325.0732.5714.5711.128.64N/A-
2023/42.42-24.06-2.7511.546.68.73N/A-
2023/33.192.08-13.19.129.49.12N/A-
2023/23.1211.0722.185.9327.089.79N/A-
2023/12.81-27.0933.02.8133.09.76N/A-
2022/123.8624.9456.8735.3136.2410.02N/A本期銷貨重量較去年同期增加
2022/113.090.4-8.4131.4534.078.8N/A-
2022/103.0716.3312.9928.3641.28.9N/A-
2022/92.64-16.920.3525.2945.628.31N/A-
2022/83.1828.0972.5722.6553.729.54N/A本期不銹鋼板銷貨重量較去年提升
2022/72.48-35.8428.6419.4751.028.64N/A不銹鋼板銷貨重量與價格均較去年提升
2022/63.8769.4624.0516.9854.968.64N/A不銹鋼板銷貨重量與價格均較去年提升
2022/52.28-8.256.513.1167.278.44N/A本年度不銹鋼板銷貨價格與重量均增加
2022/42.49-32.1456.0810.8390.158.71N/A本期銷貨重量與價格均增加
2022/33.6743.53176.438.34103.418.34N/A本期不銹鋼板銷貨重量與價格均較去年同期增加
2022/22.5620.983.974.6768.457.13N/A本年度不銹鋼板銷貨數量與價格較去年同期提升
2022/12.11-14.052.862.1152.867.94N/A本月銷貨重量與價格均較去年同月增加
2021/122.46-27.0545.5525.9227.498.55N/A-
2021/113.3723.86121.6623.4625.858.72N/A不銹鋼產品銷貨重量增加且價格提升
2021/102.723.31149.920.0917.347.2N/A110年10月不銹鋼價格較109年10月上漲,銷貨重量亦增加
2021/92.6342.8760.617.378.346.41N/A110年9月不銹鋼價格較109年9月上漲,銷貨重量亦增加.
2021/81.84-4.5143.8414.732.386.89N/A-
2021/71.93-38.1335.1512.89-1.667.2N/A-
2021/63.1245.4997.6310.96-6.160.0N/A110年6月不銹鋼價格較109年6月上漲,銷貨重量亦增加.
2021/52.1434.45-16.657.84-22.380.0N/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
2026/11.242025/12.352024/12.072023/12.812022/12.11
2026/21.162025/21.992024/21.52023/23.122022/22.56
2026/31.012025/31.922024/32.142023/33.192022/33.67
2026/41.982025/42.172024/42.072023/42.422022/42.49
N/AN/A2025/51.552024/52.742023/53.032022/52.28
N/AN/A2025/61.552024/62.462023/62.532022/63.87
N/AN/A2025/71.032024/71.992023/72.22022/72.48
N/AN/A2025/81.212024/81.962023/83.442022/83.18
N/AN/A2025/91.232024/91.842023/92.832022/92.64
N/AN/A2025/101.32024/101.812023/102.352022/103.07
N/AN/A2025/111.392024/112.082023/112.752022/113.09
N/AN/A2025/121.62024/121.742023/124.322022/123.86
  • 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: 1.33%
合約負債 QoQ YoY
26Q1 (8)0.1271.43140.0
25Q4 (7)0.07-36.3616.67
25Q3 (6)0.1157.1410.0
25Q2 (5)0.0740.0-22.22
25Q1 (4)0.05-16.670.0
24Q4 (3)0.06-40.00.0
24Q3 (2)0.111.110.0
24Q2 (1)0.090.00.0

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