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CUB — Investor Presentation 2019
Nov 25, 2019
51986_rns_2019-11-25_8ad1793d-11cb-4e7b-a7cd-1e28c54da5ba.pdf
Investor Presentation
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CUB ELECPART INC.(2231) 為升電裝工業
0
2019.11
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集團
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- ⚫
創立時間: 1979年
⚫ 股票上市時間: 2010年
⚫ 股票代號: 2231 ⚫ 資本額: 12.28億新台幣 ⚫ 負責人: 尤山泉董事長 ⚫ 員工人數: 800+人
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集團
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上海為彪 新北至鴻
竹北為昇科
加州ITM
彰化為升
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產品路線圖
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Transportation Communication system Fleet Security Management System 道路通訊系統 車隊安全管理系統
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Internet of Vehicle system
車聯網系統
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自動駕 駛
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SwitchSensor
臺灣出口至美國
最大AM電裝品廠商
1979年
TPMS24GHz,77GHz,
79Ghz 雷達
全球最佳
兩岸領先
通用型TPMS
2007年2016年
行車輔助系統解決方案
全球Top3競爭
2019年
| 單位:新台幣仟元 | 2014 | 2014 | 2015 | 2015 | 2016 | 2016 | 2017 | 2017 | 2018 | 2018 | 2019(1~9月) | 2019(1~9月) | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amount | % | Amount | % | Amount | % | Amount | % | Amount | % | Amount | % | ||
| Net sales 銷貨收入 |
2,155,184 | 100 | 2,822,080 | 100 | 3,416,549 | 100 | 3,520,466 | 100 | 4,023,647 | 100 | 3,040,717 | 100 | |
| COGS 營業成本 |
1,068,308 | 50 | 1,259,917 | 45 | 1,561,638 | 46 | 1,645,848 | 47 | 2,076,464 | 51 | 1,386,370 | 46 | |
| Gross Profit 營業毛利 |
1,086,876 | 50 | 1,562,163 | 55 | 1,854,911 | 54 | 1,874,618 | 53 | 1,947,183 | 49 | 1,654,347 | 54 | |
| OP Expense 營業費用 |
265,874 | 13 | 313,049 | 11 | 499,848 | 15 | 572,666 | 16 | 705,516 | 18 | 623,472 | 20 | |
| OP Profit 營業利益 |
821,002 | 37 | 1,249,114 | 44 | 1,355,063 | 39 | 1,301,952 | 37 | 1,241,667 | 31 | 1,030,875 | 34 | |
| Profit before tax 稅前盈餘 |
880,519 | 39 | 1,303,897 | 46 | 1,341,336 | 39 | 1,153,171 | 33 | 1,281,383 | 32 | 1,052,846 | 35 | |
| Consolidated income 本期淨利-業主 |
745,253 | 33 | 1,120,274 | 39 | 1,115,580 | 32 | 1,011,821 | 29 | 1,087,876 | 26 | 893,096 | 29 | |
| EPS(元) 基本每股盈餘 |
10.43 | - | 13.45 | - | 12.14 | - | 10.00 | - | 9.48 | - | 7.32 | - | |
| Capital資本額 | 723(M) | 833(M) | 919(M) | 1,012(M) | 1,149(M) | 1,228(M) | |||||||
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ADAS Solution
雷達產品 技術
多樣性 完全自主
ADAS
核心技術
完整開發
產品應用
設備與自
實績
動化產線
5
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雷達發展路線
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雷達各類應用
雷達與影像融合
77GHz毫米波雷達
24GHz毫米波雷達
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產品多樣性
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AEB
FCW
RCW
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FUSION
(FCW/LDW)
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CUB
RADAR
MODULE
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NEW INNOVATION
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24GHz 77GHz 79GHz Others
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- ◆ 車用領域應用 乘用車OEM
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FCW
AEB
ACC
Stop
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◆ 大型車全方位型行車輔助系統
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盲區警示系統
變道警示系統
倒車橫向來車警示
車門開啟警示
後方防撞系統
盲區警示系統
變道警示系統
倒車橫向來車警示
車門開啟警示
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盲區警示系統
變道警示系統
內輪差警示系統
前車防撞系統
車道偏離系統
盲區警示系統
變道警示系統
內輪差警示系統
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雷達產品應用領域
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- ⚫
77GHz毫米波雷達轉彎輔助及盲區監測系統(世界首創)
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主動預警
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-
全天候運作 -
完整涵蓋大型車內輪差與視野盲區
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雷達產品應用領域
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貨車
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巴士、公交車
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車用領域應用
AM、其它
露營車
乘用車
摩托車
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校車
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警車
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雷達產品應用領域
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◆ 農業領域應用 ⚫ 植保無人機
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◆ 公共事業領域的應用 ⚫ 平交道監測
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◆ 海運領域應用
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◆ 其他領域的應用 ⚫ 安防監測
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技術完全自主
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⚫ 專業的技術團隊
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職能 |
工程師 |
工程師 |
|---|---|---|
臺灣 |
上海 |
|
FAE |
20 |
7 |
PM |
11 |
6 |
軟體 |
52 |
8 |
硬體 |
18 |
0 |
機構 |
12 |
5 |
合計 |
113 |
26 |
⚫ 雷達相關專利佈局
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發明 |
設計 |
新型 |
合計 |
|
|---|---|---|---|---|
Approved |
11 |
4 |
13 |
28 |
Reviewing |
40 |
7 |
0 |
47 |
Planning |
11 |
6 |
1 |
18 |
合計 |
62 |
17 |
14 |
93 |
ADAS SOLUTION
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15