- 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024/11 | 1.4 | -4.57 | -16.96 | 13.38 | -10.94 | 4.24 | N/A | - | ||
| 2024/10 | 1.47 | 7.65 | -8.2 | 11.98 | -10.18 | 4.21 | N/A | - | ||
| 2024/9 | 1.37 | -0.24 | -10.5 | 10.51 | -10.45 | 4.06 | 0.43 | - | ||
| 2024/8 | 1.37 | 3.14 | 4.65 | 9.14 | -10.45 | 3.78 | 0.47 | - | ||
| 2024/7 | 1.33 | 22.78 | 24.02 | 7.77 | -12.67 | 3.7 | 0.48 | - | ||
| 2024/6 | 1.08 | -16.29 | -15.83 | 6.44 | -17.69 | 3.62 | 0.47 | - | ||
| 2024/5 | 1.29 | 3.19 | -4.36 | 5.36 | -18.05 | 3.62 | 0.47 | - | ||
| 2024/4 | 1.25 | 15.73 | -5.62 | 4.07 | -21.61 | 3.0 | 0.56 | - | ||
| 2024/3 | 1.08 | 62.3 | -25.84 | 2.82 | -27.1 | 2.82 | 0.59 | - | ||
| 2024/2 | 0.67 | -37.7 | -48.31 | 1.74 | -27.86 | 3.09 | 0.53 | - | ||
| 2024/1 | 1.07 | -20.78 | -4.28 | 1.07 | -4.28 | 4.11 | 0.4 | - | ||
| 2023/12 | 1.35 | -20.08 | 21.41 | 16.37 | -15.57 | 4.64 | 0.34 | - | ||
| 2023/11 | 1.69 | 5.48 | 20.76 | 15.02 | -17.82 | 4.82 | 0.33 | - | ||
| 2023/10 | 1.6 | 4.95 | -15.6 | 13.33 | -21.02 | 4.44 | 0.36 | - | ||
| 2023/9 | 1.53 | 16.64 | -10.14 | 11.73 | -21.7 | 3.91 | 0.6 | - | ||
| 2023/8 | 1.31 | 22.24 | -17.99 | 10.21 | -23.18 | 3.66 | 0.64 | - | ||
| 2023/7 | 1.07 | -16.67 | -25.59 | 8.9 | -23.89 | 3.71 | 0.63 | - | ||
| 2023/6 | 1.28 | -4.88 | -38.26 | 7.83 | -23.65 | 3.96 | 0.49 | - | ||
| 2023/5 | 1.35 | 1.83 | -16.53 | 6.54 | -19.93 | 4.14 | 0.47 | - | ||
| 2023/4 | 1.33 | -9.06 | -22.33 | 5.19 | -20.77 | 4.07 | 0.47 | - | ||
| 2023/3 | 1.46 | 13.14 | -10.62 | 3.87 | -20.23 | 3.87 | 0.64 | - | ||
| 2023/2 | 1.29 | 15.34 | -18.46 | 2.41 | -25.1 | 3.52 | 0.71 | - | ||
| 2023/1 | 1.12 | 0.49 | -31.54 | 1.12 | -31.54 | 3.63 | 0.69 | - | ||
| 2022/12 | 1.11 | -20.51 | -38.03 | 19.39 | 1.35 | 4.41 | 0.62 | - | ||
| 2022/11 | 1.4 | -26.28 | -17.75 | 18.28 | 5.42 | 5.0 | 0.55 | - | ||
| 2022/10 | 1.9 | 11.74 | 19.36 | 16.88 | 7.95 | 5.19 | 0.53 | - | ||
| 2022/9 | 1.7 | 6.46 | 28.39 | 14.99 | 6.65 | 4.73 | 0.57 | - | ||
| 2022/8 | 1.6 | 10.91 | -2.39 | 13.29 | 4.39 | 5.12 | 0.53 | - | ||
| 2022/7 | 1.44 | -30.86 | -13.41 | 11.69 | 5.39 | 5.14 | 0.53 | - | ||
| 2022/6 | 2.08 | 28.6 | 51.35 | 10.25 | 8.71 | 5.41 | 0.59 | 5月大陸封城延後出貨，6月解封出貨回升 | ||
| 2022/5 | 1.62 | -5.24 | -11.35 | 8.17 | 1.43 | 4.96 | 0.64 | - | ||
| 2022/4 | 1.71 | 4.64 | 11.29 | 6.55 | 5.18 | 4.92 | 0.64 | - | ||
| 2022/3 | 1.63 | 3.21 | 2.31 | 4.85 | 3.18 | 4.85 | 0.61 | - | ||
| 2022/2 | 1.58 | -3.15 | 13.19 | 3.21 | 3.64 | 5.01 | 0.59 | - | ||
| 2022/1 | 1.63 | -9.03 | -4.19 | 1.63 | -4.19 | 5.13 | 0.58 | - | ||
| 2021/12 | 1.79 | 5.49 | 13.52 | 19.14 | 30.24 | 5.09 | 0.56 | - | ||
| 2021/11 | 1.7 | 6.98 | -4.7 | 17.34 | 32.26 | 4.61 | 0.62 | - | ||
| 2021/10 | 1.59 | 20.19 | -8.44 | 15.64 | 38.09 | 4.55 | 0.63 | - | ||
| 2021/9 | 1.32 | -19.06 | -9.04 | 14.05 | 46.52 | 4.62 | 0.59 | - | ||
| 2021/8 | 1.63 | -1.61 | 14.95 | 12.73 | 56.46 | 4.67 | 0.58 | LED光源條客戶需求增加所致 | ||
| 2021/7 | 1.66 | 20.84 | 43.71 | 11.09 | 65.25 | 4.86 | 0.56 | LED光源條客戶需求增加所致 | ||
| 2021/6 | 1.37 | -24.68 | 10.61 | 9.43 | 69.74 | 4.73 | 0.59 | LED光源條客戶需求增加所致 | ||
| 2021/5 | 1.83 | 18.97 | 67.67 | 8.06 | 86.78 | 4.95 | 0.56 | LED光源條客戶需求增加所致 | ||
| 2021/4 | 1.53 | -3.81 | 21.65 | 6.23 | 93.23 | 4.53 | 0.61 | LED光源條客戶需求增加所致 | ||
| 2021/3 | 1.6 | 14.2 | 94.35 | 4.7 | 139.22 | 4.7 | 0.54 | LED光源條客戶需求增加所致 | ||
| 2021/2 | 1.4 | -18.03 | 109.64 | 3.1 | 171.46 | 4.68 | 0.54 | LED光源條客戶需求增加所致 | ||
| 2021/1 | 1.7 | 7.78 | 258.0 | 1.7 | 258.0 | 5.07 | 0.5 | LED光源條客戶需求增加所致 | ||
| 2020/12 | 1.58 | -11.45 | 163.22 | 14.69 | 77.94 | 5.1 | 0.46 | LED光源條客戶需求增加所致 | ||
| 2020/11 | 1.79 | 2.78 | 115.24 | 13.11 | 71.25 | 4.98 | 0.48 | LED光源條客戶需求增加所致 | ||
| 2020/10 | 1.74 | 19.41 | 106.13 | 11.33 | 65.91 | 4.61 | 0.51 | LED光源條客戶需求增加所致 | ||
| 2020/9 | 1.45 | 2.28 | 93.48 | 9.59 | 60.25 | 4.03 | 0.53 | LED光源條客戶需求增加所致 | ||
| 2020/8 | 1.42 | 23.0 | 94.6 | 8.13 | 55.47 | 3.82 | 0.55 | LED光源條客戶需求增加所致 | ||
| 2020/7 | 1.16 | -6.98 | 78.95 | 6.71 | 49.12 | 3.49 | 0.61 | LED光源條客戶需求增加所致 | ||
| 2020/6 | 1.24 | 14.16 | 103.11 | 5.56 | 44.12 | 3.59 | 0.46 | LED光源條客戶需求增加所致 | ||
| 2020/5 | 1.09 | -13.67 | 53.25 | 4.31 | 32.99 | 3.17 | 0.53 | 主因LED光源條客戶需求增加所致 | ||
| 2020/4 | 1.26 | 53.66 | 98.65 | 3.22 | 27.3 | 2.75 | 0.61 | 主因LED光源條客戶需求增加所致 | ||
| 2020/3 | 0.82 | 23.18 | 15.72 | 1.96 | 3.43 | 1.96 | 0.74 | - | ||
| 2020/2 | 0.67 | 39.97 | 48.52 | 1.14 | -3.89 | 1.74 | 0.83 | - | ||
| 2020/1 | 0.48 | -20.74 | -35.67 | 0.48 | -35.67 | 0.0 | N/A | - | ||
| 2019/12 | 0.6 | -27.59 | -31.86 | 8.26 | -21.03 | 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 | 1.07 | 2023/1 | 1.12 | 2022/1 | 1.63 | 2021/1 | 1.7 | 2020/1 | 0.48 |
| 2024/2 | 0.67 | 2023/2 | 1.29 | 2022/2 | 1.58 | 2021/2 | 1.4 | 2020/2 | 0.67 |
| 2024/3 | 1.08 | 2023/3 | 1.46 | 2022/3 | 1.63 | 2021/3 | 1.6 | 2020/3 | 0.82 |
| 2024/4 | 1.25 | 2023/4 | 1.33 | 2022/4 | 1.71 | 2021/4 | 1.53 | 2020/4 | 1.26 |
| 2024/5 | 1.29 | 2023/5 | 1.35 | 2022/5 | 1.62 | 2021/5 | 1.83 | 2020/5 | 1.09 |
| 2024/6 | 1.08 | 2023/6 | 1.28 | 2022/6 | 2.08 | 2021/6 | 1.37 | 2020/6 | 1.24 |
| 2024/7 | 1.33 | 2023/7 | 1.07 | 2022/7 | 1.44 | 2021/7 | 1.66 | 2020/7 | 1.16 |
| 2024/8 | 1.37 | 2023/8 | 1.31 | 2022/8 | 1.6 | 2021/8 | 1.63 | 2020/8 | 1.42 |
| 2024/9 | 1.37 | 2023/9 | 1.53 | 2022/9 | 1.7 | 2021/9 | 1.32 | 2020/9 | 1.45 |
| 2024/10 | 1.47 | 2023/10 | 1.6 | 2022/10 | 1.9 | 2021/10 | 1.59 | 2020/10 | 1.74 |
| 2024/11 | 1.4 | 2023/11 | 1.69 | 2022/11 | 1.4 | 2021/11 | 1.7 | 2020/11 | 1.79 |
| N/A | N/A | 2023/12 | 1.35 | 2022/12 | 1.11 | 2021/12 | 1.79 | 2020/12 | 1.58 |
- 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 | |||
|---|---|---|---|
