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"description": "2026年11月13日(优分析/产业数据中心报导)⸺ 富裔(6264-TW) 继松裔之后的第二个都更案富裔大湖,也是公司的海砂屋都更案,2026 年 11 月底到 12 月初将公开销售。全案总销售金额约 64 亿元,公司分回 31.6 亿元。建案位于内湖大湖山庄一带,基地 858.79 坪、规划地上 14 层地下 4 层,产品是 2 房 23 坪与 3 房 36、43 坪。都更事业计划在 2025 年第 2 季核准、2026 年取得建照;公司在法说会表示,现场的拆屋工程「几乎是完成了」。公开销售",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6661086/o/88fd442cde805d58b86ad80136c858b8.jpg\" alt=\"富裔实业官网首页作品集,画面为该公司近年住宅建案;大湖案尚未在官网公开\" /><p>2026年11月13日(优分析/产业数据中心报导)⸺ 富裔(6264-TW) 继松裔之后的第二个都更案富裔大湖,也是公司的海砂屋都更案,2026 年 11 月底到 12 月初将公开销售。全案总销售金额约 64 亿元,公司分回 31.6 亿元。</p><p>建案位于内湖大湖山庄一带,基地 858.79 坪、规划地上 14 层地下 4 层,产品是 2 房 23 坪与 3 房 36、43 坪。都更事业计划在 2025 年第 2 季核准、2026 年取得建照;公司在法说会表示,现场的拆屋工程「几乎是完成了」。</p><p>公开销售时点衔接先前建案的去化进度,前几案已接近售罄。国王双子星销售近八成、松裔余屋剩 1 户,两项数据均为公司说法;富裔巨蛋第 3 季过户完成,公司表示目前热销中。仍有完整批次可供销售的建案仅剩大湖。</p><p>如下图,根据优分析产业资料库,存货换算金额最新资料截至 2026 年 6 月,为 31.4 亿元,比 2025 年 9 月的 26.2 亿元多两成,同一段时间月营收还在数千万元的水位,存货累积的速度快过认列的速度。</p><p><img src=\"https://cimg.cnyes.cool/prod/news/6661086/o/9ba2657fb46462938ea4b9a8679e65e1.jpg\" alt=\"富裔存货换算金额,2026 年 6 月为 31.4 亿元、比 2025 年 9 月多两成\"></p><p>(资料来源:优分析产业资料库)</p><p>全案 5,598.94 坪、总销售 64 亿元,换算全案每坪 114.3 万元;5,598.94 坪是销售坪、基地只有 858.79 坪,两者相差 6.5 倍。公司分回的 31.6 亿元并非以此坪数计算,分回户别比全案少,将分回金额除以全案坪数无法得出单价。</p><p>全案每坪 114.3 万元的比较基准是内湖区域行情。永庆房产集团以实价登录统计,2025 年 8 月到 2026 年 7 月内湖区预售均价每坪 119.2 万元,预售比成屋大楼的 81.0 万元贵 38.2 万元。近三年内湖预售涨 6.2%,在台北市 12 个行政区里排第 10。</p><h2>一坪要开多少</h2><p>同区开价介于 93 万元至 145 万元。大湖街 158 巷的悦己诚群开 93 到 94 万元,湖芯 AIT 开 119 到 135 万元,晶绽大直开 135 到 145 万元;内湖均价 119.2 万元正好落在湖芯 AIT 的下缘,大湖若开价高于均价,须由海砂屋重建后的新屋条件支撑。</p><h2>土地整合到今年</h2><p>海砂屋认定在法规上是有利条件。依台北市高氯离子混凝土建筑物善后处理自治条例第 7 条,经列管须拆除的建筑物申请重建,法定容积率、原容积率或原总楼地板面积可以再放宽三成,相当于增加三成可售楼地板面积,拆除后每户另外补助 20 万元。</p><p>基地至 2026 年才完成最后一笔土地整合,整合耗时比开卖时间更长。公司 3 月 30 日董事会通过向公司关系人福帝开发取得大湖段 34、41 两笔地号,合计 20.46 坪、约 3,800 万元;34 地号 3.26 坪每坪 163 万元,41 地号 17.2 坪每坪 190 万元,两笔单价不同,合计约每坪 185.7 万元。</p><p>到 11 月 13 日为止,该案在实价登录尚无成交纪录,预售尚未开始。</p><p>大湖预定 2030 年交屋,距离现在还有四年。全案每坪 114.3 万元比区域预售均价低 4.1%,11 月底开价上调或下修,将决定该案去化速度,也将决定 31.6 亿元分回金额的实现时点。</p><p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/8632959368\">原文连结</a>\n <br>※ 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。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-14403.html\" title=\"汉测9/22挂牌!承销价2250元创台股新高,半年EPS 21.5元,AI测试、热管理、矽光子三大成长引擎接棒\">汉测9/22挂牌!承销价2250元创台股新高,半年EPS 21.5元,AI测试、热管理、矽光子三大成长引擎接棒</a></li>\n <li><a href=\"/new/tw/article-14563.html\" title=\"营收速报 - 新汉(8234)8月营收6.12亿元年增率高达47.96%\">营收速报 - 新汉(8234)8月营收6.12亿元年增率高达47.96%</a></li>\n <li><a href=\"/new/tw/article-15488.html\" title=\"巨亨速报 - Factset 最新调查:智邦(2345-TW)EPS预估下修至87.47元,预估目标价为3500元\">巨亨速报 - Factset 最新调查:智邦(2345-TW)EPS预估下修至87.47元,预估目标价为3500元</a></li>\n <li><a href=\"/new/tw/article-10235.html\" title=\"〈台塑四宝业绩〉南亚、台化乐观看Q3业绩 台塑化估油价维持区间盘整\">〈台塑四宝业绩〉南亚、台化乐观看Q3业绩 台塑化估油价维持区间盘整</a></li>\n <li><a href=\"/new/tw/article-9741.html\" title=\"营收速报 - 世纪钢(9958)7月营收19.31亿元年增率高达91.16%\">营收速报 - 世纪钢(9958)7月营收19.31亿元年增率高达91.16%</a></li>\n <li><a href=\"/new/tw/article-23104.html\" title=\"亚弘电前9月EPS达3.14元 下半年出货转强、在台增设新产线\">亚弘电前9月EPS达3.14元 下半年出货转强、在台增设新产线</a></li>\n </ul>\n</div>",
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