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"description": "受惠房市交易动能回温,信义房屋 (9940 - TW) 2026 年第二季营收 30.6 亿元,年增 33.46%,主要是仲介成交动能明显回升,第二季税后纯益 3.29 亿元,季增 1.06 倍,较去年同期转盈。",
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"content": "<p>受惠房市交易动能回温,信义房屋(9940-TW)公布最新财报获利资讯 ,2026年第二季营收30.6亿元,年增33.46%,主要是仲介成交动能明显回升,第二季税后纯益3.29亿元,季增1.06倍,较去年同期转盈,2026年上半年税后纯益4.89亿元,较去年同期转盈,每股纯益0.45元。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6573461/l/ce058b3a48066c002aba9b5f7eebe9a1.jpg\" alt=\"信义房屋成交动能增温 Q2营收年增逾3成 推升上半年EPS达0.45元\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>信义房屋2026年第二季营收30.6亿元,毛利率28.35%,季增5.23个百分点,年增10.47个百分点,税后纯益3.29亿元,季增1.06倍,较去年同期转盈,每股纯益0.45元。</p>\n\n<p>信义房屋2026年上半年营收为59.36亿元,毛利率25.8%,年增6.34个百分点,2026年上半年税后纯益4.89亿元,较去年同期转盈,每股纯益0.45元。</p>\n\n<p>信义房屋指出,2026年第二季营收与获利双双大幅增长,主要得益于房市交易动能回温及仲介事业表现亮眼。信义仲介营收年增逾3成,人均产值明显增长,带动合并仲介事业营收达27.48亿元、年增19.98%。</p>\n\n<p>此外,开发事业营收亦达3.12亿元,主因大陆无锡「山水嘉庭」案于去年底推动调整后销售计划,持续带动销售动能升温,第二季交屋认列营收金额明显优于去年同期表现。单季合并税后净利来到3.32亿元,其中归属母公司业主净利为3.29亿元,相较去年同期大幅增长。 </p>\n\n<p>在开发及海外事业进展方面,信义开发完销的「嘉学」案已于7月顺利举行上梁典礼,预计于2028年交屋;台北市中山区长春段「中山逸居公办都更案」也在今日完成签约,而随着新北市政府正式公告大巨蛋将落脚树林区,也为近二年信义开发得标的土城树林线捷运联合开发案LG17、LG16A、B共三个开发案打了强心针。</p>\n\n<p>信义房屋也将持续拓展潜在案源。大陆「山水嘉庭」案看屋来访量持续成长,第二季单季销售达48户。此外,位于马来西亚沙巴的洲际酒店主建筑结构工程持续推进,开幕主楼已兴建至地上20楼,预计于2027年底正式营运。 </p>\n\n<p>信义房屋表示,受惠于国内经济稳健成长与AI科技产业带动,房市交易动能逐步回升,加上新青安3.0已于8月上路,,部分政策不确定因子消除,加上年底县市长选举,均有可望为房市添加新柴火。</p>\n\n<p>信义房屋指出,更重要的仍是业务同仁需持续落实「圆梦行动计划」,使物件开发销售与成交能力稳定成长,未来继续运用AI赋能工具与直营品牌优势强化作业动能,为买卖双方及自己共创三张笑脸。海外市场部分,日本信义则将借由台日资源整合,逐步加大在地化经营的脚步,推动东京港区「三田店」展店计划,并持续扩大租赁管理与仲介服务动能。</p>\n\n<p><br>\n </p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-13464.html\" title=\"〈台股盘前要闻〉9月开局捍卫4万6、辉达砸35亿美元认购联发科ECB\">〈台股盘前要闻〉9月开局捍卫4万6、辉达砸35亿美元认购联发科ECB</a></li>\n <li><a href=\"/new/tw/article-5431.html\" title=\"佳冬厂效益佳 三大未来上半年营收1.42亿元创历年同期新高\">佳冬厂效益佳 三大未来上半年营收1.42亿元创历年同期新高</a></li>\n <li><a href=\"/new/tw/article-3605.html\" title=\"〈台币〉股汇双杀!贬逾1角险守31.8元关卡 爆史上第七大巨量\">〈台币〉股汇双杀!贬逾1角险守31.8元关卡 爆史上第七大巨量</a></li>\n <li><a href=\"/new/tw/article-14972.html\" title=\"营收速报 - 朋亿(6613)8月营收16.91亿元年增率高达186.82%\">营收速报 - 朋亿(6613)8月营收16.91亿元年增率高达186.82%</a></li>\n <li><a href=\"/new/tw/article-8836.html\" title=\"〈焦点股〉台光电上半年EPS 42.46元亮眼 与欣兴成电子股反攻双箭头\">〈焦点股〉台光电上半年EPS 42.46元亮眼 与欣兴成电子股反攻双箭头</a></li>\n <li><a href=\"/new/tw/article-6982.html\" title=\"晶片股震荡!这档半导体ETF逆势独红 上游设备商成资金避风港\">晶片股震荡!这档半导体ETF逆势独红 上游设备商成资金避风港</a></li>\n </ul>\n</div>",
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"createdAt": "2026-08-12T10:49:29.000Z",
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