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富裔(6264) 巨蛋总销 13 亿元仅认列 8,495 万元!九成三仍待逐户交屋

2026-11-13 03:30:11 网络 阅读(1)

富裔实业官网「富裔巨蛋」建案外观 3D 示意图

2026年11月13日(优分析/产业数据中心报导)⸺ 富裔(6264-TW) 的富裔巨蛋在 2026 年第 3 季完成产权过户。公司在每月营收公告的备注载明,9 月与 10 月的收入来自该案的完工销售认列;该案总销 13 亿元,两个月认列 6.5%。

建案位于大安区市民大道四段,基地 102.55 坪、规划地上 10 层地下 3 层,由旅馆变更为住宅,产品是 12 到 24 坪的小宅。公司在法说会表示,「已经在今年第 3 季取得全部,就是产权登记,那目前都是在热销中」。

过户完成不等于认列完成,中间还有一道分户登记。公司的条件是取得使用执照后完成分户登记才开始认列,所以月营收依逐户交屋进度增加:9 月 2,923 万元、比 8 月多 1,100.8%,10 月 5,572 万元、再比 9 月多 90.6%。

如下图,根据优分析产业资料库,月营收年增率在 2026 年 9 月与 10 月连续两个月上升,10 月达 1,632.58%,累计年增率也升至 181.67%,反映巨蛋交屋后的营收变化。

富裔月营收与年增率,2026 年 9、10 月年增率同步跳升

(资料来源:优分析产业资料库)

将 8,495 万元换算为户数,大约是两到三户。全案 665 坪、38 户,平均一户 17.5 坪,665 坪是地上十层加总的销售坪数、基地本身只有 102.55 坪;以实价揭露均价每坪 190.55 万元算,一户约 3,334 万元,8,495 万元除以 3,334 万元就是 2.5 户。该均价目前仅以 1 笔成交为依据,只能作为初估,不能视为全案实绩。

一坪 190 万元的锚

实价登录目前只揭露 1 笔。与区域均价对照:永庆房产集团以实价登录统计 2025 年 8 月到 2026 年 7 月的大安区预售均价是每坪 178.9 万元,巨蛋的 190.55 万元高出 6.5%,差距不大,大致符合区域行情。

往上一阶的价格带在信义计划区,那是台北市的核心区。华固建设 2026 年 9 月法说会提到,松勇路案单价设定在每坪 250 万元、单户 90 到 100 坪、总价 2 到 3 亿元;此一价格比较显示大安区的 190 万元在中间价位,并非台北市最高价位。

还有十二亿元没进

剩下 12.2 亿元须透过逐户交屋认列。10 个月累计营收 1.43 亿元,扣掉 9、10 两个月的 8,495 万元,前面八个月合计 5,767 万元。

巨蛋是富裔目前唯一在认列的案子,其他建案仍待认列。公司表示,松裔排 2027 年第 2 季申请使用执照、完工认列排在同一年底;富裔大湖 11 月底才要公开销售,国王双子星排到 2030 年交屋。从申请到取照仍须经过审查,时程相当紧凑。

13 亿元中已认列 6.5%,其余部分将随逐户交屋陆续反映于月营收。该案的交屋速度,决定富裔 2026 与 2027 年的营收。

※ 本文经「优分析」授权转载,原文出处:原文连结
※ 免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险。

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