- 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 | 2.37 | -13.14 | 12.75 | 26.21 | 26.08 | 7.86 | N/A | - | ||
| 2024/9 | 2.72 | -1.61 | 29.28 | 23.85 | 27.58 | 8.46 | 1.03 | - | ||
| 2024/8 | 2.77 | -6.62 | 27.53 | 21.12 | 27.36 | 8.35 | 1.04 | - | ||
| 2024/7 | 2.97 | 13.48 | 53.36 | 18.35 | 27.34 | 8.42 | 1.03 | 本月營收增加達50%以上，係因本年度碳化矽營收成長所致。 | ||
| 2024/6 | 2.61 | -8.11 | 25.85 | 15.44 | 23.72 | 8.25 | 0.96 | - | ||
| 2024/5 | 2.84 | 1.68 | 35.12 | 12.83 | 23.29 | 8.16 | 0.97 | - | ||
| 2024/4 | 2.8 | 10.93 | 43.78 | 9.98 | 20.29 | 7.35 | 1.08 | - | ||
| 2024/3 | 2.52 | 23.77 | 8.44 | 7.19 | 13.1 | 7.19 | 0.94 | - | ||
| 2024/2 | 2.04 | -22.47 | -4.38 | 4.66 | 15.78 | 7.03 | 0.96 | - | ||
| 2024/1 | 2.63 | 11.08 | 38.42 | 2.63 | 38.42 | 7.39 | 0.91 | - | ||
| 2023/12 | 2.37 | -1.3 | -7.52 | 25.55 | -16.58 | 6.86 | 0.98 | - | ||
| 2023/11 | 2.4 | 14.2 | -8.86 | 23.19 | -17.4 | 6.6 | 1.01 | - | ||
| 2023/10 | 2.1 | -0.41 | -7.4 | 20.79 | -18.29 | 6.38 | 1.05 | - | ||
| 2023/9 | 2.11 | -2.94 | -19.09 | 18.69 | -19.35 | 6.21 | 1.18 | - | ||
| 2023/8 | 2.17 | 12.29 | -21.8 | 16.58 | -19.39 | 6.18 | 1.19 | - | ||
| 2023/7 | 1.93 | -6.87 | -21.54 | 14.41 | -19.01 | 6.11 | 1.2 | - | ||
| 2023/6 | 2.08 | -1.34 | -23.01 | 12.48 | -18.6 | 6.13 | 1.3 | - | ||
| 2023/5 | 2.1 | 8.19 | -29.89 | 10.4 | -17.66 | 6.37 | 1.25 | - | ||
| 2023/4 | 1.95 | -16.32 | -15.7 | 8.3 | -13.85 | 6.4 | 1.24 | - | ||
| 2023/3 | 2.32 | 9.13 | -22.39 | 6.35 | -13.27 | 6.35 | 1.44 | - | ||
| 2023/2 | 2.13 | 12.23 | 4.82 | 4.03 | -6.95 | 6.59 | 1.39 | - | ||
| 2023/1 | 1.9 | -25.79 | -17.38 | 1.9 | -17.38 | 7.09 | 1.29 | - | ||
| 2022/12 | 2.56 | -2.74 | -6.83 | 30.63 | -0.63 | 7.45 | 1.32 | - | ||
| 2022/11 | 2.63 | 16.02 | -5.17 | 28.07 | -0.02 | 7.5 | 1.31 | - | ||
| 2022/10 | 2.27 | -12.98 | -9.7 | 25.44 | 0.54 | 7.65 | 1.28 | - | ||
| 2022/9 | 2.6 | -6.19 | -8.29 | 23.18 | 1.66 | 7.85 | 1.38 | - | ||
| 2022/8 | 2.78 | 12.66 | -1.0 | 20.57 | 3.08 | 7.94 | 1.37 | - | ||
| 2022/7 | 2.46 | -8.61 | -7.41 | 17.8 | 3.75 | 8.16 | 1.33 | - | ||
| 2022/6 | 2.7 | -10.15 | 4.99 | 15.33 | 5.8 | 8.01 | 1.29 | - | ||
| 2022/5 | 3.0 | 30.09 | 20.69 | 12.63 | 5.98 | 8.31 | 1.24 | - | ||
| 2022/4 | 2.31 | -22.96 | -12.17 | 9.63 | 2.1 | 7.34 | 1.4 | - | ||
| 2022/3 | 3.0 | 47.41 | 21.85 | 7.33 | 7.61 | 7.33 | 1.27 | - | ||
| 2022/2 | 2.03 | -11.54 | 5.88 | 4.33 | -0.42 | 7.07 | 1.31 | - | ||
| 2022/1 | 2.3 | -16.31 | -5.41 | 2.3 | -5.41 | 7.82 | 1.19 | - | ||
| 2021/12 | 2.75 | -1.0 | 30.12 | 30.83 | 41.75 | 8.03 | 0.91 | - | ||
| 2021/11 | 2.77 | 10.48 | 41.36 | 28.08 | 43.0 | 8.12 | 0.9 | - | ||
| 2021/10 | 2.51 | -11.62 | 38.76 | 25.31 | 43.19 | 8.16 | 0.9 | - | ||
| 2021/9 | 2.84 | 1.26 | 61.05 | 22.8 | 43.69 | 8.31 | 0.72 | 持續強化銷售量，銷售量較去年同期增加，故營業收入較去年同期增加 | ||
| 2021/8 | 2.8 | 5.36 | 66.57 | 19.96 | 41.52 | 8.04 | 0.74 | 持續強化銷售量，銷售量較去年同期增加，故營業收入較去年同期增加 | ||
| 2021/7 | 2.66 | 3.63 | 50.23 | 17.15 | 38.12 | 7.72 | 0.77 | 持續強化銷售量，銷售量較去年同期增加，故營業收入較去年同期增加 | ||
| 2021/6 | 2.57 | 3.27 | 44.4 | 14.49 | 36.11 | 7.68 | 0.79 | - | ||
| 2021/5 | 2.49 | -5.32 | 34.42 | 11.92 | 34.45 | 7.57 | 0.8 | - | ||
| 2021/4 | 2.63 | 6.87 | 39.34 | 9.43 | 34.45 | 7.0 | 0.87 | - | ||
| 2021/3 | 2.46 | 28.08 | 20.96 | 6.81 | 32.65 | 6.81 | 0.87 | - | ||
| 2021/2 | 1.92 | -20.98 | 46.65 | 4.35 | 40.32 | 6.46 | 0.92 | - | ||
| 2021/1 | 2.43 | 15.12 | 35.7 | 2.43 | 35.7 | 6.5 | 0.91 | - | ||
| 2020/12 | 2.11 | 7.53 | 14.61 | 21.75 | 1.85 | 5.88 | 0.99 | - | ||
| 2020/11 | 1.96 | 8.45 | 4.07 | 19.64 | 0.64 | 5.53 | 1.05 | - | ||
| 2020/10 | 1.81 | 2.56 | 4.18 | 17.67 | 0.28 | 5.26 | 1.11 | - | ||
| 2020/9 | 1.76 | 4.73 | -5.58 | 15.86 | -0.14 | 5.22 | 1.13 | - | ||
| 2020/8 | 1.68 | -4.96 | -8.89 | 14.1 | 0.57 | 5.23 | 1.13 | - | ||
| 2020/7 | 1.77 | -0.39 | -1.35 | 12.42 | 2.01 | 5.4 | 1.09 | - | ||
| 2020/6 | 1.78 | -3.86 | 0.2 | 10.65 | 2.6 | 5.51 | 1.06 | - | ||
| 2020/5 | 1.85 | -1.86 | 2.92 | 8.87 | 3.09 | 5.77 | 1.01 | - | ||
| 2020/4 | 1.89 | -7.22 | 17.93 | 7.02 | 3.14 | 5.23 | 1.12 | - | ||
| 2020/3 | 2.03 | 55.28 | 6.18 | 5.13 | -1.39 | 5.13 | 1.04 | - | ||
| 2020/2 | 1.31 | -26.88 | 1.6 | 3.1 | -5.81 | 4.94 | 1.09 | - | ||
| 2020/1 | 1.79 | -2.75 | -10.58 | 1.79 | -10.58 | 5.52 | 0.97 | - | ||
| 2019/12 | 1.84 | -2.35 | 5.59 | 21.35 | -10.62 | 0.0 | N/A | - | ||
| 2019/11 | 1.89 | 8.56 | -1.45 | 19.51 | -11.89 | 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 | 2.63 | 2023/1 | 1.9 | 2022/1 | 2.3 | 2021/1 | 2.43 | 2020/1 | 1.79 |
| 2024/2 | 2.04 | 2023/2 | 2.13 | 2022/2 | 2.03 | 2021/2 | 1.92 | 2020/2 | 1.31 |
| 2024/3 | 2.52 | 2023/3 | 2.32 | 2022/3 | 3.0 | 2021/3 | 2.46 | 2020/3 | 2.03 |
| 2024/4 | 2.8 | 2023/4 | 1.95 | 2022/4 | 2.31 | 2021/4 | 2.63 | 2020/4 | 1.89 |
| 2024/5 | 2.84 | 2023/5 | 2.1 | 2022/5 | 3.0 | 2021/5 | 2.49 | 2020/5 | 1.85 |
| 2024/6 | 2.61 | 2023/6 | 2.08 | 2022/6 | 2.7 | 2021/6 | 2.57 | 2020/6 | 1.78 |
| 2024/7 | 2.97 | 2023/7 | 1.93 | 2022/7 | 2.46 | 2021/7 | 2.66 | 2020/7 | 1.77 |
| 2024/8 | 2.77 | 2023/8 | 2.17 | 2022/8 | 2.78 | 2021/8 | 2.8 | 2020/8 | 1.68 |
| 2024/9 | 2.72 | 2023/9 | 2.11 | 2022/9 | 2.6 | 2021/9 | 2.84 | 2020/9 | 1.76 |
| 2024/10 | 2.37 | 2023/10 | 2.1 | 2022/10 | 2.27 | 2021/10 | 2.51 | 2020/10 | 1.81 |
| N/A | N/A | 2023/11 | 2.4 | 2022/11 | 2.63 | 2021/11 | 2.77 | 2020/11 | 1.96 |
| N/A | N/A | 2023/12 | 2.37 | 2022/12 | 2.56 | 2021/12 | 2.75 | 2020/12 | 2.11 |
- 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 | |||
|---|---|---|---|
