永豐實 6790 - 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)
2024/3	9.18	40.8	-0.48	26.02	4.53	26.02	N/A	-
2024/2	6.52	-36.89	-16.24	16.85	7.48	25.65	N/A	-
2024/1	10.33	17.38	30.89	10.33	30.89	28.53	N/A	-
2023/12	8.8	-6.38	-6.46	102.65	1.38	27.09	0.4	-
2023/11	9.4	5.65	1.62	93.85	2.18	27.34	0.39	-
2023/10	8.9	-1.69	1.86	84.45	2.25	26.68	0.4	-
2023/9	9.05	3.59	1.85	75.56	2.29	25.74	0.45	-
2023/8	8.73	9.73	3.96	66.51	2.35	24.59	0.47	-
2023/7	7.96	0.78	2.49	57.77	2.11	24.82	0.47	-
2023/6	7.9	-11.89	-9.23	49.81	2.05	24.92	0.51	-
2023/5	8.96	11.28	2.82	41.91	4.5	26.24	0.48	-
2023/4	8.06	-12.65	15.53	32.95	4.97	25.06	0.5	-
2023/3	9.22	18.5	17.5	24.9	1.96	24.9	0.53	-
2023/2	7.78	-1.37	12.18	15.67	-5.39	25.08	0.53	-
2023/1	7.89	-16.12	-18.05	7.89	-18.05	26.55	0.5	-
2022/12	9.41	1.71	4.02	101.25	2.36	27.39	0.48	-
2022/11	9.25	5.9	6.61	91.84	2.2	26.86	0.49	-
2022/10	8.73	-1.69	0.19	82.59	1.73	26.02	0.5	-
2022/9	8.88	5.73	15.83	73.86	1.91	25.05	0.47	-
2022/8	8.4	8.18	21.86	64.97	0.26	24.87	0.47	-
2022/7	7.77	-10.75	0.4	56.57	-2.3	25.18	0.47	-
2022/6	8.7	-0.19	13.51	48.81	-2.72	24.39	0.47	-
2022/5	8.72	25.03	1.94	40.11	-5.64	23.54	0.49	-
2022/4	6.97	-11.16	-13.51	31.39	-7.56	21.76	0.53	-
2022/3	7.85	13.13	-11.75	24.42	-5.7	24.42	0.44	-
2022/2	6.94	-27.95	-1.5	16.57	-2.54	25.61	0.42	-
2022/1	9.63	6.48	-3.28	9.63	-3.28	27.35	0.39	-
2021/12	9.04	4.24	-4.33	98.9	-2.53	26.43	0.42	-
2021/11	8.67	-0.47	-3.86	89.86	-2.35	25.06	0.44	-
2021/10	8.72	13.65	3.49	81.19	-2.18	23.28	0.47	-
2021/9	7.67	11.24	-12.98	72.47	-2.82	22.3	0.49	-
2021/8	6.89	-10.86	-13.11	64.8	-1.46	22.29	0.49	-
2021/7	7.73	0.9	0.78	57.91	0.13	23.95	0.46	-
2021/6	7.67	-10.36	-0.94	50.17	0.03	24.28	0.44	-
2021/5	8.55	6.07	0.1	42.51	0.2	25.51	0.42	-
2021/4	8.06	-9.35	-12.91	33.96	0.23	24.0	0.44	-
2021/3	8.89	26.28	-6.22	25.89	5.08	25.89	0.36	-
2021/2	7.04	-29.26	-4.31	17.0	12.16	26.32	0.36	-
2021/1	9.96	6.85	27.71	9.96	27.71	28.3	0.33	-
2020/12	9.32	3.26	0.68	101.34	-3.92	26.74	0.33	-
2020/11	9.02	7.37	2.27	92.02	-4.37	26.26	0.34	-
2020/10	8.4	-4.85	-3.42	83.0	-5.04	25.17	0.35	-
2020/9	8.83	11.31	-3.13	74.6	-5.22	0.0	N/A	-
2020/8	7.93	0.0	-6.77	65.77	-5.49	0.0	N/A	-
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A
N/A	N/A	N/A	N/A	N/A	N/A	0	N/A

股價

長短期營收

營收年增率

存貨銷售比

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	10.33	2023/1	7.89	2022/1	9.63	2021/1	9.96	2020/8	7.93
2024/2	6.52	2023/2	7.78	2022/2	6.94	2021/2	7.04	2020/9	8.83
2024/3	9.18	2023/3	9.22	2022/3	7.85	2021/3	8.89	2020/10	8.4
N/A	N/A	2023/4	8.06	2022/4	6.97	2021/4	8.06	2020/11	9.02
N/A	N/A	2023/5	8.96	2022/5	8.72	2021/5	8.55	2020/12	9.32
N/A	N/A	2023/6	7.9	2022/6	8.7	2021/6	7.67	N/A	N/A
N/A	N/A	2023/7	7.96	2022/7	7.77	2021/7	7.73	N/A	N/A
N/A	N/A	2023/8	8.73	2022/8	8.4	2021/8	6.89	N/A	N/A
N/A	N/A	2023/9	9.05	2022/9	8.88	2021/9	7.67	N/A	N/A
N/A	N/A	2023/10	8.9	2022/10	8.73	2021/10	8.72	N/A	N/A
N/A	N/A	2023/11	9.4	2022/11	9.25	2021/11	8.67	N/A	N/A
N/A	N/A	2023/12	8.8	2022/12	9.41	2021/12	9.04	N/A	N/A

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: 1.68%

	合約負債 QoQ YoY
23Q4 (20)	0.45	-28.57	-4.26
23Q3 (19)	0.63	61.54	46.51
23Q2 (18)	0.39	-15.22	-20.41
23Q1 (17)	0.46	-2.13	12.2
22Q4 (16)	0.47	9.3	6.82
22Q3 (15)	0.43	-12.24	-8.51
22Q2 (14)	0.49	19.51	13.95
22Q1 (13)	0.41	-6.82	-6.82
21Q4 (12)	0.44	-6.38	300.0
21Q3 (11)	0.47	9.3	327.27
21Q2 (10)	0.43	-2.27	760.0
21Q1 (9)	0.44	300.0	0
20Q4 (8)	0.11	0.0	0
20Q3 (7)	0.11	120.0	0
20Q2 (6)	0.05	0	0