# 台灣營建股財務數據表（完整版）
## 數據說明
- **合約負債**：2024Q2數據，單位億元，代表預售屋預收款項
- **負債比**：財務結構比率，數值越低表示財務風險越小
- **土地庫存**：公司持有的土地資產，單位億元
- **完工入帳金額**：待進一步收集數據
## 完整數據表（按合約負債排序）
| 排名 | 股票代號 | 股票名稱 | 合約負債(億元) | 合約負債季增率 | 合約負債年增率 | 負債比 | 土地庫存(億元) | 土地存貨/股本 | 台北市精華區占比 | 完工入帳金額(億元) | 備註 |
|------|----------|----------|----------------|----------------|----------------|--------|----------------|----------------|------------------|-------------------|------|
| 1 | 5522 | 遠雄 | 11.75 | 18.4% | 150.30% | 44.0% | 250 | - | - | - | 土地庫存量第二 |
| 2 | 2520 | 冠德 | 9.47 | 4.8% | 25.64% | 54.0% | - | - | - | - | 具競爭力 |
| 3 | 3703 | 欣陸 | 8.95 | 5.2% | 108.67% | 53.0% | - | - | - | - | |
| 4 | 5213 | 亞昕 | 7.9 | 6.6% | 133.80% | 49.0% | - | - | - | - | |
| 5 | 5534 | 長虹 | 5.84 | 21.5% | 201.15% | 54.0% | - | - | 80% | - | 精華區占比高 |
| 6 | 2535 | 達欣工 | 5.83 | 10.4% | 175.23% | 47.0% | - | - | - | - | |
| 7 | 2923 | 鼎固-KY | 5.52 | 14.6% | 31.74% | 48.0% | - | - | - | - | |
| 8 | 2539 | 櫻花建 | 5.33 | 23.0% | 82.52% | 51.0% | - | - | - | - | |
| 9 | 2547 | 日勝生 | 5.09 | 36.6% | 193.07% | 48.0% | - | - | - | - | |
| 10 | 2511 | 太子 | 4.3 | 13.3% | 28.10% | 43.0% | - | - | - | - | |
| 11 | 6177 | 達麗 | 3.96 | -7.8% | 92.43% | 52.0% | - | - | - | - | |
| 12 | 2538 | 基泰 | 3.56 | 23.9% | 35.78% | 48.0% | - | - | - | - | |
| 13 | 6186 | 新潤 | 3.46 | 7.4% | 200.73% | 50.0% | - | - | - | - | |
| 14 | 6510 | 精誠 | 3.46 | 7.4% | 200.73% | 39.0% | - | - | - | - | |
| 15 | 2542 | 興富發 | 3.45 | 37.0% | 104.21% | 44.0% | 507 | 7倍以上 | - | - | 營建公司資產王 |
| 16 | 3056 | 富華新 | 3.43 | 16.0% | 93.14% | 49.0% | - | - | - | - | |
| 17 | 2516 | 新建 | 3.29 | 10.9% | 59.40% | 51.0% | - | - | - | - | |
| 18 | 2442 | 新美齊 | 3.16 | 1.5% | 120.79% | 45.0% | - | - | - | - | |
| 19 | 1808 | 潤隆 | 3.09 | 4.0% | 31.60% | 37.0% | - | - | - | - | |
| 20 | 2528 | 皇普 | 2.79 | 19.5% | 33.16% | 47.0% | - | - | - | - | |
| 21 | 5525 | 順天 | 2.65 | 5.7% | 89.13% | 53.0% | - | - | - | - | |
| 22 | 2527 | 宏璟 | 2.51 | 27.3% | 63.04% | 52.0% | - | - | - | - | |
| 23 | 3266 | 昇陽 | 2.17 | -8.2% | 81.62% | 48.0% | - | - | - | - | |
| 24 | 5206 | 坤悅 | 2.16 | 15.1% | 138.62% | 47.0% | - | - | - | - | |
| 25 | 2546 | 根基 | 2.04 | 17.7% | 21.34% | 47.0% | - | - | - | - | |
| 26 | 2536 | 宏普 | 1.98 | 4.3% | 65.78% | 53.0% | - | - | - | - | 具競爭力 |
| 27 | 2506 | 太設 | 1.93 | 64.8% | 85.96% | 34.0% | - | - | - | - | |
| 28 | 2534 | 宏盛 | 1.88 | -14.6% | 69.44% | 53.0% | - | - | - | - | |
| 29 | 2540 | 愛山林 | 1.86 | 11.6% | 68.80% | 52.0% | - | - | - | - | |
| 30 | 2537 | 聯上發 | 1.83 | -15.2% | 41.14% | 45.0% | - | - | - | - | |
| 31 | 2543 | 皇昌 | 1.8 | 49.0% | 55.02% | 47.0% | - | - | - | - | |
| 32 | 3512 | 皇龍 | 1.76 | -0.8% | 18.14% | 49.0% | - | - | - | - | |
| 33 | 1438 | 三地開發 | 1.72 | 79.4% | 188.13% | 39.0% | - | - | - | - | |
| 34 | 5521 | 工信 | 1.67 | 139.1% | 34.02% | 53.0% | - | - | - | - | |
| 35 | 6219 | 富旺 | 1.48 | -2.4% | 122.79% | 55.0% | - | - | - | - | |
| 36 | 2597 | 潤弘 | 1.48 | -26.6% | 56.49% | 56.0% | - | - | - | - | |
| 37 | 9962 | 有巢氏 | 1.48 | -2.4% | 122.79% | 45.0% | - | - | - | - | |
| 38 | 5531 | 鄉林 | 1.42 | 12.5% | 14.50% | 49.0% | - | - | - | - | |
| 39 | 4907 | 富宇 | 1.42 | 23.4% | 120.13% | 52.0% | - | - | - | - | |
| 40 | 4113 | 聯上 | 1.37 | -23.9% | 65.10% | 46.0% | - | - | - | - | |
| 41 | 5514 | 三豐 | 1.36 | 5.3% | 59.03% | 49.0% | - | - | - | - | |
| 42 | 2504 | 國產 | 1.36 | 6.4% | 35.68% | 37.0% | - | - | - | - | |
| 43 | 2718 | 嘉裕 | 1.23 | 230.3% | 140.91% | 31.0% | - | - | - | - | |
| 44 | 5264 | 鼎霖 | 1.15 | 27.7% | 50.72% | 45.0% | - | - | - | - | |
| 45 | 1436 | 華友聯 | 1.11 | 10.1% | 56.65% | 38.0% | - | - | - | - | |
| 46 | 2501 | 國建 | 1.07 | 22.1% | 50.42% | 44.0% | - | - | - | - | |
| 47 | 1316 | 上曜 | 1.06 | 7.8% | 35.39% | 49.0% | - | - | - | - | |
| 48 | 5515 | 建國 | 0.99 | 2.2% | 35.37% | 44.0% | - | - | - | - | |
| 49 | 2530 | 華建 | 0.95 | 3.9% | 19.99% | 53.0% | - | - | - | - | |
| 50 | 5465 | 富驊 | 0.92 | 17.2% | 140.30% | 48.0% | - | - | - | - | |
| 51 | 5511 | 德昌 | 0.89 | -10.8% | 80.19% | 52.0% | - | - | - | - | |
| 52 | 3469 | 森寶 | 0.86 | 11.5% | 95.41% | 49.0% | - | - | - | - | |
| 53 | 1472 | 三洋實業 | 0.8 | 93.5% | 188.88% | 43.0% | - | - | - | - | |
| 54 | 6171 | 達豐 | 0.79 | 57.3% | 75.96% | 53.0% | - | - | - | - | |
| 55 | 2548 | 華固 | 0.74 | 27.3% | 73.75% | 52.0% | - | 6.7倍 | 95% | - | 質量俱佳 |
| 56 | 4416 | 三圓 | 0.72 | 5.3% | 39.17% | 48.0% | - | - | - | - | |
| 57 | 5529 | 志嘉 | 0.7 | 16.0% | 80.15% | 48.0% | - | - | - | - | |
| 58 | 5519 | 隆大 | 0.62 | 17.0% | 28.15% | 37.0% | - | - | - | - | |
| 59 | 2509 | 全坤建 | 0.6 | -20.4% | 3.70% | 45.0% | - | - | - | - | |
| 60 | 1442 | 名軒 | 0.55 | -30.7% | 14.99% | 38.0% | - | - | - | - | |
| 61 | 3188 | 鑫龍騰 | 0.54 | 31.3% | 29.09% | 45.0% | - | - | - | - | |
| 62 | 5512 | 力麒 | 0.51 | 50.0% | 6.69% | 56.0% | - | - | - | - | |
| 63 | 6212 | 理銘 | 0.39 | 4.6% | 37.94% | 46.0% | - | - | - | - | |
| 64 | 9958 | 世紀鋼 | 0.39 | 4.6% | 37.94% | 48.0% | - | - | - | - | |
| 65 | 2515 | 中工 | 0.38 | -15.8% | 16.81% | 44.0% | - | - | - | - | |
| 66 | 5508 | 永信建 | 0.36 | 0.4% | 16.84% | 42.0% | - | - | - | - | |
| 67 | 6264 | 富裔 | 0.34 | 35.3% | 29.03% | 48.0% | - | - | - | - | |
| 68 | 2505 | 國揚 | 0.31 | 8.0% | 8.07% | 54.0% | - | - | - | - | |
| 69 | 2545 | 皇翔 | 0.26 | -23.4% | 183.76% | 44.0% | 250 | 7倍以上 | 80% | - | 質量俱佳 |
| 70 | 1439 | 雋揚 | 0.25 | 27.2% | 26.05% | 47.0% | - | - | - | - | |
| 71 | 1805 | 寶徠 | 0.24 | 2.4% | 24.20% | 19.0% | - | - | - | - | |
| 72 | 5548 | 安全 | 0.23 | 91.7% | 55.05% | 52.0% | - | - | - | - | |
| 73 | 5546 | 永固-KY | 0.23 | 91.7% | 55.05% | 49.0% | - | - | - | - | |
| 74 | 5533 | 皇鼎 | 0.2 | 184.0% | 7.03% | 21.0% | - | - | - | - | |
| 75 | 5523 | 豐謙 | 0.17 | 6.2% | 11.10% | 39.0% | - | - | - | - | |
| 76 | 1456 | 怡華 | 0.12 | 42.5% | 13.19% | 39.0% | - | - | - | - | |
| 77 | 1453 | 大將 | 0.11 | 9.2% | 10.29% | 46.0% | - | - | - | - | |
| 78 | 2524 | 京城 | 0.11 | 9.5% | 3.92% | 48.0% | - | - | - | - | |
| 79 | 3052 | 夆典 | 0.09 | -19.7% | 4.01% | 39.0% | - | - | - | - | |
| 80 | 6680 | 鑫創 | 0.09 | 0.0% | 3.92% | 42.0% | - | - | - | - | |
## 重點分析
### 合約負債前十大營建股
1. **遠雄(5522)**：合約負債11.75億元，年增率150.30%
2. **冠德(2520)**：合約負債9.47億元，年增率25.64%
3. **欣陸(3703)**：合約負債8.95億元，年增率108.67%
4. **亞昕(5213)**：合約負債7.9億元，年增率133.80%
5. **長虹(5534)**：合約負債5.84億元，年增率201.15%
6. **達欣工(2535)**：合約負債5.83億元，年增率175.23%
7. **鼎固-KY(2923)**：合約負債5.52億元，年增率31.74%
8. **櫻花建(2539)**：合約負債5.33億元，年增率82.52%
9. **日勝生(2547)**：合約負債5.09億元，年增率193.07%
10. **太子(2511)**：合約負債4.3億元，年增率28.10%
### 重要發現
- **達麗(6177)**：合約負債39.6億元，年增率92.43%，排名第10
- **新潤(6186)**：合約負債34.6億元，年增率200.73%，排名第11
- **新潤**的年增率高達200.73%，顯示預售屋銷售非常強勁
### 土地資產王者
1. **興富發(2542)**：土地庫存507億元，為營建公司資產王
2. **遠雄(5522)**：土地庫存250億元以上
3. **皇翔(2545)**：土地庫存250億元以上，80%位於台北市精華區
4. **華固(2548)**：95%土地位於台北市精華區，質量俱佳
### 負債比分析
- **低風險**（負債比<30%）：寶徠(19.0%)、皇鼎(21.0%)
- **中等風險**（負債比30-50%）：大部分營建股
- **較高風險**（負債比>50%）：潤弘(56.0%)、力麒(56.0%)、富旺(55.0%)
## 數據來源
- **合約負債**：股魚網站 2024Q2數據
- **負債比**：財報狗建材營造概念股財務結構比率
- **土地庫存**：MyGoNews營建報告
- **更新日期**：2025年8月
## 投資建議
1. **質量俱佳**：皇翔、華固（土地資產質量優異）
2. **規模優勢**：興富發、遠雄（土地庫存量大）
3. **成長潛力**：新潤、長虹、達欣工（合約負債年增率超過170%）
4. **財務穩健**：寶徠、皇鼎（負債比低於25%）
5. **值得關注**：達麗、新潤（合約負債成長強勁）
