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Back長榮第三季EPS創8季新高 前三季EPS 32.77元賺贏去年全年
長榮第三季EPS創8季新高 前三季EPS 32.77元賺贏去年全年
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自由时报29 minutes agoBusiness1 min readChinaView translation

長榮第三季EPS創8季新高 前三季EPS 32.77元賺贏去年全年

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長榮海運公布第三季財報,單季合併營收1467.76億元,稅後淨利466.15億元,每股盈餘(EPS)21.53元,創8個季度以來新高。受惠地緣政治與港口壅塞,帶動貨櫃市場供需緊俏。

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Why It Matters

貨櫃市場延續第二季需求動能,第三季全季維持旺季格局。

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〔記者王憶紅/台北報導〕長榮海運(2603)第三季單季合併營收1467.76億元,年增51.44%,稅後淨利466.15億元,年增114.36%,淨利率31.76%,每股盈餘(EPS)21.53元,創2024年第4季、8個季度以來新高;累計前三季合併營收3384.49億元,年增15.36%,稅後淨利年增18.13%,淨利率20.96%,EPS 32.77元,賺贏去年的31.68元。

貨櫃市場延續第二季需求動能,第三季全季維持旺季格局,加上地緣政治,疊加全球主要樞紐港口壅塞,稀釋市場的實質有效運力,在供需結構緊俏的支撐下,帶動長榮第三季的營收與獲利表現。

展望未來,長榮海運表示,將持續發揮靈活的營運韌性,透過航線網絡優化與貨載結構分流,最大化船隊與貨櫃資產的運用效率。同時,配合公司長期戰略藍圖,持續推進全球關鍵碼頭與物流基礎設施之佈局,藉由強化海陸整合優勢來抵禦產業週期波動,致力為股東創造永續且穩定的長期投資價值。

Open Questions

  • 未來地緣政治對運力的影響將持續多久?

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