- 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 | 0.78 | 5.46 | -5.84 | 8.2 | -0.63 | 2.27 | N/A | - | ||
| 2024/9 | 0.74 | -3.39 | 6.46 | 7.42 | -0.06 | 2.41 | 4.28 | - | ||
| 2024/8 | 0.76 | -16.42 | 16.28 | 6.68 | -0.73 | 2.64 | 3.91 | - | ||
| 2024/7 | 0.91 | -5.71 | 7.14 | 5.92 | -2.56 | 2.89 | 3.57 | - | ||
| 2024/6 | 0.97 | -4.52 | 11.13 | 5.01 | -4.14 | 2.86 | 3.34 | - | ||
| 2024/5 | 1.01 | 15.26 | 12.62 | 4.04 | -7.19 | 2.72 | 3.52 | - | ||
| 2024/4 | 0.88 | 6.35 | 13.71 | 3.03 | -12.34 | 2.3 | 4.15 | - | ||
| 2024/3 | 0.83 | 38.0 | -8.19 | 2.15 | -19.84 | 2.15 | 4.46 | - | ||
| 2024/2 | 0.6 | -17.86 | -35.04 | 1.33 | -25.7 | 2.14 | 4.5 | - | ||
| 2024/1 | 0.73 | -9.85 | -15.76 | 0.73 | -15.76 | 2.36 | 4.08 | - | ||
| 2023/12 | 0.81 | -1.44 | -18.55 | 9.88 | -44.75 | 2.45 | 3.54 | - | ||
| 2023/11 | 0.82 | -0.49 | -38.79 | 9.07 | -46.29 | 2.34 | 3.72 | - | ||
| 2023/10 | 0.82 | 19.25 | -40.7 | 8.25 | -46.94 | 2.17 | 4.0 | - | ||
| 2023/9 | 0.69 | 5.51 | -52.45 | 7.42 | -47.55 | 2.2 | 3.75 | 半導體市場需求疲軟，供應鏈調整庫存。 | ||
| 2023/8 | 0.65 | -23.0 | -59.1 | 6.73 | -46.99 | 2.38 | 3.46 | 半導體市場需求疲軟，供應鏈調整庫存。 | ||
| 2023/7 | 0.85 | -2.2 | -50.15 | 6.08 | -45.24 | 2.62 | 3.14 | 半導體市場需求疲軟，供應鏈調整庫存。 | ||
| 2023/6 | 0.87 | -3.25 | -42.27 | 5.23 | -44.35 | 2.54 | 2.61 | - | ||
| 2023/5 | 0.9 | 16.37 | -47.92 | 4.36 | -44.75 | 2.57 | 2.58 | - | ||
| 2023/4 | 0.77 | -14.13 | -52.31 | 3.46 | -43.86 | 2.59 | 2.56 | 半導體市場低迷，客戶下單保守。 | ||
| 2023/3 | 0.9 | -2.35 | -43.12 | 2.69 | -40.85 | 2.69 | 2.14 | - | ||
| 2023/2 | 0.92 | 6.51 | -39.94 | 1.79 | -39.64 | 2.78 | 2.07 | - | ||
| 2023/1 | 0.86 | -12.84 | -39.3 | 0.86 | -39.3 | 3.2 | 1.8 | - | ||
| 2022/12 | 0.99 | -25.93 | -24.14 | 17.88 | 11.55 | 3.72 | 1.38 | - | ||
| 2022/11 | 1.34 | -3.59 | -15.12 | 16.89 | 14.73 | 4.18 | 1.22 | - | ||
| 2022/10 | 1.39 | -4.37 | -12.7 | 15.55 | 18.31 | 4.44 | 1.15 | - | ||
| 2022/9 | 1.45 | -9.24 | -7.03 | 14.16 | 22.59 | 4.76 | 0.92 | - | ||
| 2022/8 | 1.6 | -6.14 | 5.14 | 12.7 | 27.23 | 4.81 | 0.91 | - | ||
| 2022/7 | 1.71 | 13.25 | 14.42 | 11.1 | 31.21 | 4.94 | 0.88 | - | ||
| 2022/6 | 1.51 | -12.72 | 13.86 | 9.39 | 34.8 | 4.85 | 0.95 | - | ||
| 2022/5 | 1.73 | 6.56 | 24.45 | 7.89 | 39.71 | 4.93 | 0.94 | - | ||
| 2022/4 | 1.62 | 2.42 | 46.63 | 6.16 | 44.68 | 4.74 | 0.97 | - | ||
| 2022/3 | 1.58 | 3.09 | 24.64 | 4.54 | 43.99 | 4.54 | 0.97 | - | ||
| 2022/2 | 1.53 | 7.65 | 65.64 | 2.96 | 57.02 | 4.27 | 1.03 | 市場熱絡，價格調漲 | ||
| 2022/1 | 1.43 | 8.93 | 48.69 | 1.43 | 48.69 | 4.31 | 1.02 | - | ||
| 2021/12 | 1.31 | -17.13 | 22.13 | 16.03 | 28.88 | 4.48 | 0.84 | - | ||
| 2021/11 | 1.58 | -0.84 | 33.99 | 14.72 | 29.52 | 4.73 | 0.79 | - | ||
| 2021/10 | 1.59 | 1.83 | 37.22 | 13.14 | 29.0 | 4.68 | 0.8 | - | ||
| 2021/9 | 1.56 | 2.63 | 49.16 | 11.55 | 27.94 | 4.58 | 0.76 | - | ||
| 2021/8 | 1.52 | 2.14 | 31.68 | 9.98 | 25.16 | 4.34 | 0.81 | - | ||
| 2021/7 | 1.49 | 12.7 | 28.6 | 8.46 | 24.05 | 4.2 | 0.83 | - | ||
| 2021/6 | 1.32 | -4.61 | 24.64 | 6.97 | 23.12 | 3.82 | 0.91 | - | ||
| 2021/5 | 1.39 | 25.55 | 36.52 | 5.65 | 22.77 | 3.76 | 0.92 | - | ||
| 2021/4 | 1.1 | -12.94 | 8.51 | 4.26 | 18.87 | 3.3 | 1.05 | - | ||
| 2021/3 | 1.27 | 37.01 | 18.74 | 3.15 | 22.98 | 3.15 | 1.16 | - | ||
| 2021/2 | 0.93 | -3.35 | 19.11 | 1.88 | 26.01 | 2.96 | 1.24 | - | ||
| 2021/1 | 0.96 | -10.52 | 33.49 | 0.96 | 33.49 | 3.21 | 1.14 | - | ||
| 2020/12 | 1.07 | -9.08 | 55.95 | 12.43 | 16.13 | 3.41 | 1.1 | 去年因中美貿易爭端,市場需求減少,今年恢復正常。 | ||
| 2020/11 | 1.18 | 1.55 | 30.23 | 11.36 | 13.4 | 3.39 | 1.1 | - | ||
| 2020/10 | 1.16 | 10.69 | 40.53 | 10.18 | 11.73 | 3.37 | 1.11 | - | ||
| 2020/9 | 1.05 | -9.38 | 27.69 | 9.02 | 8.86 | 3.36 | 1.18 | - | ||
| 2020/8 | 1.16 | -0.24 | 28.2 | 7.98 | 6.79 | 3.38 | 1.18 | - | ||
| 2020/7 | 1.16 | 9.23 | 21.82 | 6.82 | 3.85 | 3.24 | 1.23 | - | ||
| 2020/6 | 1.06 | 4.48 | 11.69 | 5.66 | 0.8 | 3.1 | 1.41 | - | ||
| 2020/5 | 1.02 | -0.21 | 1.57 | 4.6 | -1.41 | 3.1 | 1.41 | - | ||
| 2020/4 | 1.02 | -4.73 | 12.71 | 3.58 | -2.23 | 2.86 | 1.52 | - | ||
| 2020/3 | 1.07 | 37.44 | 12.06 | 2.56 | -7.12 | 2.56 | 1.61 | - | ||
| 2020/2 | 0.78 | 8.3 | -14.12 | 1.5 | -17.24 | 2.18 | 1.9 | - | ||
| 2020/1 | 0.72 | 4.52 | -20.38 | 0.72 | -20.38 | 2.31 | 1.79 | - | ||
| 2019/12 | 0.69 | -24.08 | -31.89 | 10.71 | -27.08 | 0.0 | N/A | - | ||
| 2019/11 | 0.9 | 9.58 | -28.39 | 10.02 | -26.72 | 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 | 0.73 | 2023/1 | 0.86 | 2022/1 | 1.43 | 2021/1 | 0.96 | 2020/1 | 0.72 |
| 2024/2 | 0.6 | 2023/2 | 0.92 | 2022/2 | 1.53 | 2021/2 | 0.93 | 2020/2 | 0.78 |
| 2024/3 | 0.83 | 2023/3 | 0.9 | 2022/3 | 1.58 | 2021/3 | 1.27 | 2020/3 | 1.07 |
| 2024/4 | 0.88 | 2023/4 | 0.77 | 2022/4 | 1.62 | 2021/4 | 1.1 | 2020/4 | 1.02 |
| 2024/5 | 1.01 | 2023/5 | 0.9 | 2022/5 | 1.73 | 2021/5 | 1.39 | 2020/5 | 1.02 |
| 2024/6 | 0.97 | 2023/6 | 0.87 | 2022/6 | 1.51 | 2021/6 | 1.32 | 2020/6 | 1.06 |
| 2024/7 | 0.91 | 2023/7 | 0.85 | 2022/7 | 1.71 | 2021/7 | 1.49 | 2020/7 | 1.16 |
| 2024/8 | 0.76 | 2023/8 | 0.65 | 2022/8 | 1.6 | 2021/8 | 1.52 | 2020/8 | 1.16 |
| 2024/9 | 0.74 | 2023/9 | 0.69 | 2022/9 | 1.45 | 2021/9 | 1.56 | 2020/9 | 1.05 |
| 2024/10 | 0.78 | 2023/10 | 0.82 | 2022/10 | 1.39 | 2021/10 | 1.59 | 2020/10 | 1.16 |
| N/A | N/A | 2023/11 | 0.82 | 2022/11 | 1.34 | 2021/11 | 1.58 | 2020/11 | 1.18 |
| N/A | N/A | 2023/12 | 0.81 | 2022/12 | 0.99 | 2021/12 | 1.31 | 2020/12 | 1.07 |
- 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 | |||
|---|---|---|---|
