- 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
| 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024/10 | 0.11 | 26.09 | 18.36 | 1.0 | 2.69 | 0.3 | N/A | - | ||
| 2024/9 | 0.09 | -10.7 | -3.89 | 0.88 | 0.97 | 0.28 | 15.59 | - | ||
| 2024/8 | 0.1 | 7.41 | -13.44 | 0.79 | 1.55 | 0.31 | 14.24 | - | ||
| 2024/7 | 0.09 | -19.8 | -14.06 | 0.69 | 4.17 | 0.31 | 14.43 | - | ||
| 2024/6 | 0.12 | 21.14 | -5.2 | 0.6 | 7.75 | 0.33 | 9.75 | - | ||
| 2024/5 | 0.1 | -14.51 | -10.14 | 0.48 | 11.43 | 0.31 | 10.3 | - | ||
| 2024/4 | 0.11 | 13.41 | 31.59 | 0.39 | 18.52 | 0.28 | 11.2 | - | ||
| 2024/3 | 0.1 | 38.76 | 13.21 | 0.27 | 13.87 | 0.27 | 11.61 | - | ||
| 2024/2 | 0.07 | -30.33 | -6.78 | 0.17 | 14.24 | 0.28 | 11.23 | - | ||
| 2024/1 | 0.1 | -5.26 | 35.56 | 0.1 | 35.56 | 0.32 | 9.97 | - | ||
| 2023/12 | 0.11 | 0.91 | 18.48 | 1.19 | -25.69 | 0.31 | 9.97 | - | ||
| 2023/11 | 0.11 | 12.42 | 25.19 | 1.08 | -28.37 | 0.3 | 10.48 | - | ||
| 2023/10 | 0.1 | 2.38 | -17.28 | 0.97 | -31.61 | 0.31 | 10.18 | - | ||
| 2023/9 | 0.09 | -19.57 | 2.97 | 0.88 | -32.89 | 0.32 | 8.88 | - | ||
| 2023/8 | 0.12 | 6.65 | 9.85 | 0.78 | -35.57 | 0.35 | 8.12 | - | ||
| 2023/7 | 0.11 | -11.53 | 11.94 | 0.67 | -39.91 | 0.34 | 8.33 | - | ||
| 2023/6 | 0.12 | 14.82 | 7.59 | 0.56 | -44.9 | 0.32 | 8.57 | - | ||
| 2023/5 | 0.11 | 25.2 | -42.71 | 0.43 | -51.61 | 0.28 | 9.65 | 去年上半年因晶圓不足造成市場搶購，但下半年市場需求開始降低，延續至今。預計第二季銷售有慢慢回升的趨勢。 | ||
| 2023/4 | 0.09 | -2.42 | -57.57 | 0.33 | -53.96 | 0.25 | 10.82 | 市場持續低迷，銷售量維持第一季狀況。 | ||
| 2023/3 | 0.09 | 14.24 | -56.4 | 0.24 | -52.52 | 0.24 | 10.97 | 去年上半年缺貨高峰， 因此出貨量和銷貨金額大增。今年Q1市場持續低迷， 銷售持續處於低點。 | ||
| 2023/2 | 0.08 | 1.31 | -50.6 | 0.15 | -49.97 | 0.24 | 10.8 | 去年上半年因晶圓不足造成市場搶購，但下半年市場需求開始降低，延續至今。 | ||
| 2023/1 | 0.08 | -17.2 | -49.31 | 0.08 | -49.31 | 0.25 | 10.41 | - | ||
| 2022/12 | 0.09 | 6.63 | -36.93 | 1.6 | 11.36 | 0.29 | 8.66 | - | ||
| 2022/11 | 0.09 | -25.73 | -37.55 | 1.51 | 16.81 | 0.29 | 8.68 | - | ||
| 2022/10 | 0.12 | 27.46 | -11.91 | 1.42 | 23.3 | 0.31 | 8.13 | - | ||
| 2022/9 | 0.09 | -14.2 | -31.31 | 1.3 | 27.84 | 0.29 | 8.37 | - | ||
| 2022/8 | 0.11 | 8.67 | -11.24 | 1.21 | 36.64 | 0.32 | 7.74 | - | ||
| 2022/7 | 0.1 | -14.96 | -12.66 | 1.11 | 44.06 | 0.4 | 6.16 | - | ||
| 2022/6 | 0.11 | -38.87 | -7.33 | 1.01 | 53.68 | 0.5 | 4.35 | 訂單增加 | ||
| 2022/5 | 0.19 | -7.28 | 62.14 | 0.9 | 67.8 | 0.59 | 3.71 | 訂單增加 | ||
| 2022/4 | 0.2 | 0.28 | 67.89 | 0.71 | 69.36 | 0.56 | 3.92 | 訂單增加 | ||
| 2022/3 | 0.2 | 29.42 | 56.73 | 0.51 | 69.95 | 0.51 | 1.4 | 訂單增加 | ||
| 2022/2 | 0.16 | 3.97 | 114.56 | 0.31 | 79.96 | 0.45 | 1.58 | 訂單增加 | ||
| 2022/1 | 0.15 | 3.01 | 54.12 | 0.15 | 54.12 | 0.43 | 1.64 | 訂單增加 | ||
| 2021/12 | 0.15 | 5.57 | -17.38 | 1.44 | 0.57 | 0.41 | 1.11 | - | ||
| 2021/11 | 0.14 | 4.77 | 4.21 | 1.29 | 3.09 | 0.4 | 1.15 | - | ||
| 2021/10 | 0.13 | -0.6 | 8.79 | 1.15 | 2.96 | 0.38 | 1.2 | - | ||
| 2021/9 | 0.13 | 10.86 | 31.76 | 1.02 | 2.26 | 0.36 | 1.05 | - | ||
| 2021/8 | 0.12 | 6.94 | 42.8 | 0.89 | -1.03 | 0.35 | 1.07 | - | ||
| 2021/7 | 0.11 | -9.77 | 25.61 | 0.77 | -5.53 | 0.35 | 1.08 | - | ||
| 2021/6 | 0.12 | 6.95 | -16.35 | 0.66 | -9.34 | 0.36 | 0.86 | - | ||
| 2021/5 | 0.12 | -3.98 | -12.65 | 0.53 | -7.55 | 0.36 | 0.85 | - | ||
| 2021/4 | 0.12 | -6.38 | -12.08 | 0.42 | -6.03 | 0.32 | 0.96 | - | ||
| 2021/3 | 0.13 | 77.18 | -15.01 | 0.3 | -3.35 | 0.3 | 0.94 | - | ||
| 2021/2 | 0.07 | -25.31 | -18.96 | 0.17 | 7.86 | 0.35 | 0.81 | - | ||
| 2021/1 | 0.1 | -44.78 | 43.29 | 0.1 | 43.29 | 0.41 | 0.69 | - | ||
| 2020/12 | 0.18 | 33.18 | 31.35 | 1.43 | 5.19 | 0.43 | 0.54 | - | ||
| 2020/11 | 0.13 | 9.37 | -9.71 | 1.25 | 2.32 | 0.35 | 0.65 | - | ||
| 2020/10 | 0.12 | 20.38 | -2.8 | 1.12 | 3.96 | 0.3 | 0.76 | - | ||
| 2020/9 | 0.1 | 20.14 | -14.97 | 1.0 | 4.84 | 0.27 | 1.1 | - | ||
| 2020/8 | 0.08 | -5.92 | -23.47 | 0.9 | 7.64 | 0.32 | 0.94 | - | ||
| 2020/7 | 0.09 | -39.92 | -1.34 | 0.81 | 12.33 | 0.37 | 0.81 | - | ||
| 2020/6 | 0.15 | 11.68 | 27.81 | 0.73 | 14.27 | 0.42 | 0.7 | - | ||
| 2020/5 | 0.13 | -3.36 | 19.25 | 0.58 | 11.25 | 0.42 | 0.69 | - | ||
| 2020/4 | 0.14 | -9.5 | 6.91 | 0.45 | 9.08 | 0.38 | 0.77 | - | ||
| 2020/3 | 0.15 | 68.94 | 37.82 | 0.31 | 10.07 | 0.31 | 0.81 | - | ||
| 2020/2 | 0.09 | 32.06 | 18.94 | 0.16 | -7.77 | 0.29 | 0.86 | - | ||
| 2020/1 | 0.07 | -49.38 | -28.88 | 0.07 | -28.88 | 0.35 | 0.72 | - | ||
| 2019/12 | 0.13 | -8.45 | 49.37 | 1.36 | -1.45 | 0.0 | N/A | - | ||
| 2019/11 | 0.15 | 17.73 | 23.48 | 1.22 | -4.99 | 0.0 | N/A | - |
| 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 |
|---|---|---|---|---|---|---|---|---|---|
| 2024/1 | 0.1 | 2023/1 | 0.08 | 2022/1 | 0.15 | 2021/1 | 0.1 | 2020/1 | 0.07 |
| 2024/2 | 0.07 | 2023/2 | 0.08 | 2022/2 | 0.16 | 2021/2 | 0.07 | 2020/2 | 0.09 |
| 2024/3 | 0.1 | 2023/3 | 0.09 | 2022/3 | 0.2 | 2021/3 | 0.13 | 2020/3 | 0.15 |
| 2024/4 | 0.11 | 2023/4 | 0.09 | 2022/4 | 0.2 | 2021/4 | 0.12 | 2020/4 | 0.14 |
| 2024/5 | 0.1 | 2023/5 | 0.11 | 2022/5 | 0.19 | 2021/5 | 0.12 | 2020/5 | 0.13 |
| 2024/6 | 0.12 | 2023/6 | 0.12 | 2022/6 | 0.11 | 2021/6 | 0.12 | 2020/6 | 0.15 |
| 2024/7 | 0.09 | 2023/7 | 0.11 | 2022/7 | 0.1 | 2021/7 | 0.11 | 2020/7 | 0.09 |
| 2024/8 | 0.1 | 2023/8 | 0.12 | 2022/8 | 0.11 | 2021/8 | 0.12 | 2020/8 | 0.08 |
| 2024/9 | 0.09 | 2023/9 | 0.09 | 2022/9 | 0.09 | 2021/9 | 0.13 | 2020/9 | 0.1 |
| 2024/10 | 0.11 | 2023/10 | 0.1 | 2022/10 | 0.12 | 2021/10 | 0.13 | 2020/10 | 0.12 |
| N/A | N/A | 2023/11 | 0.11 | 2022/11 | 0.09 | 2021/11 | 0.14 | 2020/11 | 0.13 |
| N/A | N/A | 2023/12 | 0.11 | 2022/12 | 0.09 | 2021/12 | 0.15 | 2020/12 | 0.18 |
- 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 QoQ YoY | |||
|---|---|---|---|
