超豐 2441 - 每月營收

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	備註(年增率變動50%需說明原因)
2024/6	12.75	-5.35	15.68	74.66	14.28	39.86	N/A	-
2024/5	13.47	-1.14	12.92	61.9	14.0	39.53	N/A	-
2024/4	13.63	9.67	11.72	48.43	14.3	36.76	N/A	-
2024/3	12.43	16.13	5.39	34.8	15.34	34.8	0.25	-
2024/2	10.7	-8.29	6.94	22.37	21.73	33.94	0.26	-
2024/1	11.67	0.85	39.41	11.67	39.41	35.35	0.25	-
2023/12	11.57	-4.44	20.34	135.7	-14.92	35.27	0.29	-
2023/11	12.11	4.48	15.86	124.13	-17.18	35.16	0.29	-
2023/10	11.59	1.06	12.32	112.02	-19.66	35.09	0.29	-
2023/9	11.47	-4.68	13.66	100.43	-22.21	35.11	0.31	-
2023/8	12.03	3.6	-2.8	88.97	-25.25	34.67	0.32	-
2023/7	11.61	5.33	-8.0	76.94	-27.86	34.57	0.32	-
2023/6	11.02	-7.6	-24.35	65.32	-30.53	35.16	0.34	-
2023/5	11.93	-2.18	-21.37	54.3	-31.66	35.92	0.34	-
2023/4	12.2	3.45	-28.86	42.37	-34.09	34.0	0.36	-
2023/3	11.79	17.83	-29.72	30.17	-35.99	30.17	0.42	-
2023/2	10.01	19.55	-26.14	18.38	-39.46	27.99	0.45	-
2023/1	8.37	-12.94	-50.19	8.37	-50.19	28.43	0.44	因景氣放緩及農曆春節放假因素。
2022/12	9.61	-8.0	-40.75	159.5	-18.04	30.38	0.47	-
2022/11	10.45	1.28	-38.94	149.89	-15.97	30.86	0.46	-
2022/10	10.32	2.27	-41.72	139.44	-13.53	32.78	0.43	-
2022/9	10.09	-18.49	-42.67	129.12	-10.05	35.09	0.47	-
2022/8	12.38	-1.93	-31.67	119.03	-5.5	39.57	0.42	-
2022/7	12.62	-13.38	-28.1	106.66	-1.1	42.37	0.39	-
2022/6	14.57	-3.96	-8.28	94.03	4.14	46.9	0.37	-
2022/5	15.18	-11.5	-7.07	79.46	6.79	49.1	0.36	-
2022/4	17.15	2.2	7.75	64.28	10.69	47.48	0.37	-
2022/3	16.78	23.84	6.89	47.13	11.8	47.13	0.36	-
2022/2	13.55	-19.37	8.66	30.35	14.72	46.58	0.36	-
2022/1	16.81	3.56	20.12	16.81	20.12	50.15	0.34	-
2021/12	16.23	-5.18	15.22	194.61	32.37	51.05	0.27	-
2021/11	17.12	-3.33	28.71	178.38	34.19	52.42	0.26	-
2021/10	17.71	0.61	33.92	161.27	34.79	53.42	0.26	-
2021/9	17.6	-2.85	39.2	143.56	34.9	53.27	0.2	-
2021/8	18.12	3.17	41.19	125.96	34.32	51.56	0.21	-
2021/7	17.56	10.49	42.4	107.85	33.23	49.78	0.22	-
2021/6	15.89	-2.7	33.1	90.29	31.59	48.14	0.2	-
2021/5	16.33	2.61	32.05	74.4	31.27	47.94	0.2	-
2021/4	15.91	1.38	37.38	58.07	31.05	44.08	0.21	-
2021/3	15.7	25.89	33.4	42.16	28.81	42.16	0.2	-
2021/2	12.47	-10.88	15.22	26.46	26.22	40.54	0.21	-
2021/1	13.99	-0.65	37.97	13.99	37.97	41.37	0.2	-
2020/12	14.08	5.91	27.6	147.02	22.2	40.6	0.19	-
2020/11	13.3	0.57	25.81	132.93	21.65	39.16	0.2	-
2020/10	13.22	4.58	23.35	119.64	21.21	38.69	0.2	-
2020/9	12.64	-1.46	15.18	106.42	20.95	37.8	0.2	-
2020/8	12.83	4.06	12.92	93.77	21.77	37.1	0.2	-
2020/7	12.33	3.28	16.07	80.94	23.3	36.63	0.21	-
2020/6	11.94	-3.47	21.9	68.62	24.7	35.89	0.19	-
2020/5	12.37	6.75	21.73	56.68	25.3	35.72	0.19	-
2020/4	11.58	-1.54	20.18	44.31	26.34	34.17	0.2	-
2020/3	11.77	8.73	25.23	32.73	28.67	32.73	0.16	-
2020/2	10.82	6.7	52.17	20.96	30.68	32.0	0.17	108年春節假期落在2月，工作天數較少，且半導體景氣不佳，故基期偏低。從108年第三季開始，客戶需求回溫。
2020/1	10.14	-8.12	13.57	10.14	13.57	31.75	0.17	-
2019/12	11.04	4.43	18.87	120.3	-2.63	32.32	0.16	-
2019/11	10.57	-1.39	12.96	109.27	-4.38	32.26	0.17	-
2019/10	10.72	-2.33	9.68	98.7	-5.93	33.05	0.16	-
2019/9	10.97	-3.4	2.52	87.98	-7.53	32.96	0.15	-
2019/8	11.36	6.96	3.13	77.01	-8.81	0.0	N/A	-
2019/7	10.62	8.47	-3.18	65.65	-10.6	0.0	N/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
2024/1	11.67	2023/1	8.37	2022/1	16.81	2021/1	13.99	2020/1	10.14
2024/2	10.7	2023/2	10.01	2022/2	13.55	2021/2	12.47	2020/2	10.82
2024/3	12.43	2023/3	11.79	2022/3	16.78	2021/3	15.7	2020/3	11.77
2024/4	13.63	2023/4	12.2	2022/4	17.15	2021/4	15.91	2020/4	11.58
2024/5	13.47	2023/5	11.93	2022/5	15.18	2021/5	16.33	2020/5	12.37
2024/6	12.75	2023/6	11.02	2022/6	14.57	2021/6	15.89	2020/6	11.94
N/A	N/A	2023/7	11.61	2022/7	12.62	2021/7	17.56	2020/7	12.33
N/A	N/A	2023/8	12.03	2022/8	12.38	2021/8	18.12	2020/8	12.83
N/A	N/A	2023/9	11.47	2022/9	10.09	2021/9	17.6	2020/9	12.64
N/A	N/A	2023/10	11.59	2022/10	10.32	2021/10	17.71	2020/10	13.22
N/A	N/A	2023/11	12.11	2022/11	10.45	2021/11	17.12	2020/11	13.3
N/A	N/A	2023/12	11.57	2022/12	9.61	2021/12	16.23	2020/12	14.08

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20季, 最新合約負債佔股本: 1.93%

	合約負債 QoQ YoY
24Q1 (20)	1.1	-2.65	-33.33
23Q4 (19)	1.13	-11.72	-43.5
23Q3 (18)	1.28	-13.51	-42.34
23Q2 (17)	1.48	-10.3	-28.16
23Q1 (16)	1.65	-17.5	-6.78
22Q4 (15)	2.0	-9.91	21.21
22Q3 (14)	2.22	7.77	48.99
22Q2 (13)	2.06	16.38	-0.96
22Q1 (12)	1.77	7.27	240.38
21Q4 (11)	1.65	10.74	189.47
21Q3 (10)	1.49	-28.37	175.93
21Q2 (9)	2.08	300.0	372.73
21Q1 (8)	0.52	-8.77	13.04
20Q4 (7)	0.57	5.56	14.0
20Q3 (6)	0.54	22.73	8.0
20Q2 (5)	0.44	-4.35	0.0
20Q1 (4)	0.46	-8.0	0.0
19Q4 (3)	0.5	0.0	0.0
19Q3 (2)	0.5	13.64	0.0
19Q2 (1)	0.44	0.0	0.0