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"content": "<p>电信三雄今(10)日公告10月财务数字,台湾大(3045-TW)再度成为获利王,累计今年前10月税后纯益达144.5亿元,超越2025年全年获利,每股纯益达4.74元,高于中华电信(2412-TW)的4.71元,以及远传(4904-TW)的3.5元。 </p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6656866/l/f1641a0f8c779020b789c704500a6503.jpg\" alt=\"〈电信三雄财报〉台湾大前10月获利144.5亿元超越去年 EPS 4.74元续坐获利王宝座\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<h6>中华电信 </h6>\n\n<p>中华电信10月营收237.5亿元,月减2.66%,年增13.47%;EBITDA 81亿元,月减7.32%,年增7.86%;税后纯益35.9亿元,月减19.14%,年增13.97%,每股纯益0.46元。 </p>\n\n<p>中华电信累计今年前10月营收2126.9亿元,年增11.12%;EBITDA 805.8亿元,年增7.83%;税后纯益365.6亿元,年增12.29%,每股纯益4.71元。 </p>\n\n<p>中华电信指出,10月营收与EBITDA创历年同期高,其中,营收成长受惠手机销售延续9月动能,电信核心业务稳健成长,以及资通讯业务强劲攀升。此外,子公司也受惠AI需求持续成长,产品出货动能提升,大幅挹注销货收入。 </p>\n\n<p>行动服务方面,受惠iPhone新机销售热络带动5G升速方案持续热销,高资费用户稳健成长,加上月租型客户数持续年增,带动行动服务营收年增3.6%,月租型ARPU也年增2.8%至578元。固网宽频业务则受惠AI与数位应用持续推升高速频宽需求,10月300Mbps以上高速宽频用户数年增14.6%,带动固网宽频营收年增3.0%,国内电路出租营收同步跃升。 </p>\n\n<p>资通讯业务部分,10月营收年增39.9%,为营收成长的主要引擎。主要受惠大型IDC机房建置完工认列、电网储能系统专案交付,以及海外子公司台商建厂专案完工挹注,带动IDC及云端、智慧联网等相关营收皆年增5成以上。 </p>\n\n<p>中华电信持续深化AI布局与创新应用,10月子公司「中华曜智科技股份有限公司」正式成立,整合AI影像辨识、智慧安防及边缘运算技术,聚焦企业安防、公共安全、智慧城市及创新影像应用,将AI技术实力转化为智慧解决方案与成长动能。 </p>\n\n<p>在数位内容方面,中华电信深化影视内容投资布局,携手中华数位文创公布多项投资计划。透过多元投资、跨国共制及国际合作,推动台湾原创IP从内容开发、制作到海外市场拓展,扩大优质内容版图与IP价值。 </p>\n\n<h6>台湾大 </h6>\n\n<p>台湾大10月营收170.7亿元,月减1.95%,年增9.28%;EBITDA 38.98亿元,月增4.45%,年增14.31%;税后纯益15亿元,月增2.04%,年增31.58%,每股纯益0.48元。 </p>\n\n<p>台湾大累计今年前10月营收1666.4亿元,年增5.74%;EBITDA 380.63亿元,年增8.19%;税后纯益144.5亿元,年增23.72%,每股纯益4.74元。 </p>\n\n<p>Telco电信本业方面,新一代iPhone新机换机需求延续,推升单月销货收入年增双位数;家用宽频事业稳定成长,带动家户事业营收年增16%。 </p>\n\n<p>Telco+企业事业上,AIDC稳定贡献营收,加上10月认列企业资通讯专案收入,挹注企业服务营收成长;Telco+Tech新科技事业部分,游戏代理事业单月营收年增8%,品牌电商持续扩张,旗下代理品牌3COINS第二家实体店正式开幕,进一步扩大营运动能。 </p>\n\n<h6>远传 </h6>\n\n<p>远传10月营收116.18亿元,月增5.98%,年增5.31%;EBITDA 34.54亿元,月增1.71%,年增5.89%;税后纯益12.21亿元,月减5.5%,年减3.63%,每股纯益0.34元。 </p>\n\n<p>远传累计今年前10月营收978.48亿元,年增10.33%;EBITDA 337.73亿元,年增7.15%;税后纯益126.13亿元,年增11.35%,每股纯益3.5元。 </p>\n\n<p>远传指出,受惠iPhone新机上市带动用户升级5G、手机销售表现优于去年同期,以及企业智慧资通讯业务稳健成长,10月营收创历史单月新高。 </p>\n\n<p>行动通讯业务方面,远传10月总用户数成长,月租型用户流失率维持低档。iPhone换机潮带动5G升级,10月月租型用户5G渗透率达到50.4%。月租型用户每月平均贡献度(ARPU)连续22个月年增,带动行动服务营收达53.37亿元 </p>\n\n<p>企业智慧资通讯业务延续成长动能,受惠云端专案顺利交付,营收维持双位数成长;资安、智慧城市及物联网等业务也同步成长,企业数位转型需求持续发酵。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-11381.html\" title=\"荣成上半年获利2.43亿元由亏转盈 下半年进到旺季营运审慎乐观\">荣成上半年获利2.43亿元由亏转盈 下半年进到旺季营运审慎乐观</a></li>\n <li><a href=\"/new/tw/article-7901.html\" title=\"〈台股开盘〉台积电无力指数开高走低 下跌逾100点失守45000点大关\">〈台股开盘〉台积电无力指数开高走低 下跌逾100点失守45000点大关</a></li>\n <li><a href=\"/new/tw/article-10076.html\" title=\"巨亨速报 - Factset 最新调查:联咏(3034-TW)目标价调升至530元,幅度约10.42%\">巨亨速报 - Factset 最新调查:联咏(3034-TW)目标价调升至530元,幅度约10.42%</a></li>\n <li><a href=\"/new/tw/article-1827.html\" title=\"传产大翻身!谢金河点名台化、新纤跨足电子材料 股价、市值上演惊奇秀\">传产大翻身!谢金河点名台化、新纤跨足电子材料 股价、市值上演惊奇秀</a></li>\n <li><a href=\"/new/tw/article-18573.html\" title=\"〈台股盘后〉台积电携低轨卫星、PCB狂欢 收涨1236点续创新高叩关5万点\">〈台股盘后〉台积电携低轨卫星、PCB狂欢 收涨1236点续创新高叩关5万点</a></li>\n <li><a href=\"/new/tw/article-4212.html\" title=\"【台股操盘人笔记】在轮动与过热中坚守优质AI部位\">【台股操盘人笔记】在轮动与过热中坚守优质AI部位</a></li>\n </ul>\n</div>",
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