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爱山林通过配发6元股息 估全年自建案营收将超越代销

2026-09-26 03:35:43 网络 阅读(57)

上市建商及代销商爱山林 (2540-TW) 今召开股东会并通过配发 6 元股息案,在近期台股出现巨幅震荡同时,董事长祝文宇仍看好「由股转房」趋势来到,同时,就爱山林的营运而言 ,祝文宇指出,2026 年爱山林多个建案陆续取得使用执照并交屋入帐,预估全年爱山林的自建案营收收入并将超越代销营收。

爱山林通过配发6元股息 估全年自建案营收将超越代销

爱山林股价今天收在 54.1 元,配息 6 元计算现金殖利率 11.09%。

爱山林 2025 年税后纯益 6.44 亿元,每股 0.69 元,股东会通过以盈余配发 0.62 元及资本公积配发 5.38 元,合计为 6 元,而 2026 年爱山林税后亏损 1130 万元,也较去年同期由盈转亏,每股亏损 0.01 元。

爱山林 2026 年代销市场受房市降温影响,加上营建成本攀升,建商不愿降价推案,消费者也不急着买房,不利于代销业务,祝文宇指出,爱山林今年以自建案为主,收入占比达 70%,代销收入占比已降至 30%,以土地开发与自建为主。

同时,爱山林预估,2026 年自建案预计交屋 160 亿元,未来 2 年交屋总金额达 500 亿元,5 年内总销并且上看 1320 亿元。

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