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S.C.P.C Investor Presentation 2023

Nov 15, 2023

51900_rns_2023-11-15_b90fc6f2-c49b-4e00-8572-f3fd61f3dca4.pdf

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生達化學製藥股份有限公司 Standard Chem & Pharm Co., Ltd. 股票代號 1720 2023 法人說明會 2023 年 11 月 16 日

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免責聲明 Safe Harbor Notice

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本次簡報與討論包含特定預測性的說明，而其內容有關於營運結果、財務狀況，以及對未來事 件的預期。因為此等前瞻性說明是有關於未來事件，而且取決於未來發生時的環境因素，所以必 然含有風險與不確定性。

  • 本公司將不負擔公開更新或修改這些預測性的說明之義務，無論是出現新資訊、未來發生任何

  • 事件，或其他情況。實際結果可能與此等預測性說明推測的內容有重大差異。

In these presentations and discussions, there are certain forward looking statements regarding the results of operation, financial condition and current expectation about future events. As forward-looking statements relate to events and depend on circumstances in the future, they involve risk and uncertainty.

We do not undertake any obligation to publicly revise or update any forward looking statements for availability of new information, future events or otherwise. Real result probably differ substantially from those expected in these forward-looking statements.

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簡報概要

生達製藥集團簡介

  • 2023 年前三季營運成果

未來營運策略

企業社會責任

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簡報概要

生達製藥集團簡介

2023 年前三季營運成果

未來營運策略

企業社會責任

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生達集團資源整合布局
上游 製造 通路
生資(2017設立)
西藥
盈盈(1997設立)
保健 生展(1999設立)
端強(2012轉投資)
營養
三友(1994設立)
醫療
生展(1999設立)
器材
Q
和耀生技
2021設立；2023.10通過國內醫藥研發服務公司資格認定
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生達製藥國際認證紀錄

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1998 2000 2008 2009 2010 2017 2022
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1998 年台灣第㇐家藥廠獲 ISO 9001 認證

持續接受 FDA 後續性查廠皆維持無 483 缺失 ( 最近㇐次美國FDA查廠2022/10/31 )

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2000 年台灣第㇐家通過美國 FDA 查核

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2008 年取得日本 2018 年製劑廠及原料 【醫藥品外國製造業者認定證】 通過日本 PMDA GMP 查廠 2009 年通過澳洲政府 API 查廠 2010 年通過台灣 PIC/S GMP 查廠 2012 年通過台灣 GDP 藥品優良運銷 2012 年通過韓國 FDA 查廠

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簡報概要

生達製藥集團簡介

  • 2023 年前三季營運成果

未來營運策略企業社會責任

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合併綜合損益表

綜合損益表項目 2023前三季 2022前三季 差異 年變化%
(除另予註明外，單位為NT千元)
營業收入 4,647,560 4,268,103 379,457 8.9%
營業毛利 2,035,285 1,805,887 229,398 12.7%
營業毛利率 43.79% 42.31% 1.48pct
營業費用 1,082,817 991,207 91,610 9.2%
營業利益 952,468 814,680 137,788 16.9%
營業外收入及支出 223,387 317,843 (94,456) (29.7%)
稅前淨利 1,175,855 1,132,523 43,332 3.8%
本期淨利 947,469 927,154 20,315 2.2%
本期淨利歸屬於母公司 673,176 640,506 32,670 5.1%
每股盈餘(NT元) 3.77 3.58 0.19 5.3%

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近五年每季營收比較

0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
第㇐季
第二季
第三季
第四季
2019
2020
2021
2022
2023
單位：NT千元
19 20 21 22 23
19 20 21 22 23
19 20 21 22
19 20 21 22 23		 0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
第㇐季
第二季
第三季
第四季
2019
2020
2021
2022
2023
單位：NT千元
19 20 21 22 23
19 20 21 22 23
19 20 21 22
19 20 21 22 23		 0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
第㇐季
第二季
第三季
第四季
2019
2020
2021
2022
2023
單位：NT千元
19 20 21 22 23
19 20 21 22 23
19 20 21 22
19 20 21 22 23		 0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
第㇐季
第二季
第三季
第四季
2019
2020
2021
2022
2023
單位：NT千元
19 20 21 22 23
19 20 21 22 23
19 20 21 22
19 20 21 22 23		 0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
第㇐季
第二季
第三季
第四季
2019
2020
2021
2022
2023
單位：NT千元
19 20 21 22 23
19 20 21 22 23
19 20 21 22
19 20 21 22 23		 0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
第㇐季
第二季
第三季
第四季
2019
2020
2021
2022
2023
單位：NT千元
19 20 21 22 23
19 20 21 22 23
19 20 21 22
19 20 21 22 23		 0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
第㇐季
第二季
第三季
第四季
2019
2020
2021
2022
2023
單位：NT千元
19 20 21 22 23
19 20 21 22 23
19 20 21 22
19 20 21 22 23
Q1 Q2 Q3 Q4 總計 成⾧%
2019 846,177 1,010,837 1,048,886 1,031,229 3,937,129 +10.2%
2020 1,034,417 1,108,059 1,045,351 1,117,573 4,305,400 +9.4%
2021 1,101,113 1,149,060 1,120,840 1,233,069 4,604,082 +6.9%
2022 1,237,170 1,481,061 1,549,872 1,583,265 5,851,368 +27.1%
2023 1,493,025 1,509,004 1,645,531 4,647,560 +8.9%

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© 2023 SCP, Ltd 註:自2021.12.08併入生泰合成工業(股)公司

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合併資產負債表

資產負債表表項目 2023/09/30 2023/09/30 2022/09/30 2022/09/30 差異 年變化% Q
(除另予註明外，單位為NT千元) 金額 % 金額 %
現金及約當現金 1,956,260 17.9% 2,454,867 22.0% (498,607) (20.3%)
應收款項 1,445,772 13.2% 1,424,976 12.8% 20,796
1.5%
存貨 1,520,828 13.9% 1,322,473 11.8% 198,355
15.0%
投資 1,099,750 10.0% 1,464,606 13.1% (364,856) (24.9%)
不動產、廠房及設備 4,004,833 36.6% 3,529,686 31.6% 475,147
13.5%
其他 926,081 8.5% 971,562 8.7% (45,481) (4.7%)
資產總計 **10,953,524 ** 100.0% **11,168,170 ** 100.0% (214,646) (1.9%)
流動負債 2,535,532 23.1% 3,306,926 29.6% (771,394) (23.3%)
非流動負債 591,278 5.4% 700,316 6.3% (109,038) (15.6%)
負債總計 3,126,810 28.5% 4,007,242 35.9% (880,432) (22.0%)
股東權益總計 7,826,714 71.5% 7,160,928 64.1% 665,786
9.3%
負債比率(總負債/總資產) 28.5% 35.9%
2023 SCP, Ltd

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合併現金流量表

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現金流量表項目 2023前三季 2022前三季
(除另予註明外，單位為NT千元)
期初現金 2,259,381
2,564,395
營運活動之淨現金流入 910,300
962,804
資本支出 (488,791) (1,012,966)
現金股利 (446,740) (446,740)
⾧短期借款 (230,713) 699,183
投資與其他 (47,177) (311,809)
期末現金 1,956,260
2,454,867
自由現金流量(營運活動現金流量-資本支出) 421,509
(50,162)

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1720 生達2023年前三季稅後及EPS創歷史新高

單位：仟元

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稅後淨利 現金股利 股票股利 EPS
900,000 5.00
4.56
800,000 4.50
3.95
3.77
4.00
700,000
3.50
600,000 2.93
3.00
500,000
400,000 2.09 [2.15 ] 2.09 1.95 1.90 2.03 2.09 2.11 2.50
1.77 [1.81 1.88 ]
2.00
300,000 1.35 [1.47 1.61 1.73 ]
1.50
2.50
2.50
200,000 1.20 [1.50] [1.25] 1.20 [1.60] 0.50 1.00 1.20 1.00 1.50 1.50 1.60 1.50 1.50 [1.80] 1.00
100,000 0.50
2.50
0.30 0.30 0.70
0 0.00
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1777 生泰2023年前三季稅後及EPS

單位：仟元

0
50,000
100,000
150,000
200,000
250,000
300,000
350,000		 0.50
1.70
2.00 2.40
1.52 1.00 2.30
1.00
1.30
2.00
3.00
3.50 3.50
1.75
3.30 3.50 4.00
1.93 3.00
2.93
3.33
1.74
2.37 2.15
3.38
2.19 1.89
3.10
4.935.20 5.27
1.99
5.125.31
6.21
5.03
6.62
5.06
0
1
2
3
4
5
6
7
8
9
稅後淨利
現金股利
股票股利
EPS

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8279 生展2023年前三季稅後及EPS

單位：仟元

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稅後淨利 現金股利 股票股利 EPS
400,000 14.00
11.85
350,000
12.00
300,000
10.00
8.77
250,000 7.86 7.95 8.04
8.00
6.43
200,000
5.8
6.00
4.69
150,000
3.76
4.00
100,000 3.50
2.04 4.00
2.00
50,000 1.00 1.00
2.50
0.50 3.00 5.00
0.00 1.00
0 0.00
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簡報概要

生達製藥集團簡介

2023 年前三季營運成果

未來營運策略

企業社會責任

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發展方向

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From Taiwan to International
From Generics to Better than Generics (BTG)
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近兩年重大業務

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  • 台灣 中國 日本

  • • 診所醫院兩位數成⾧ • 細支氣管炎用藥、消炎

  • • 策略：技轉合作 & 自有

  • • 止痛口服用藥持續出貨 東南亞業績兩位數成⾧ 品牌進口 •

  • • 已簽訂肺動脈高壓用藥 菲律賓子公司成立行銷 • ㇐致性評價： 3 件審查中 CDMO 開發合作合約

  • 團隊 • 代理進口新藥， 2023 年

  • •

  • • 生達 2023 年前三季營收 研發中： 5 件 送件，預計 2025 年上市

  • 獲利同創新高 Q

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營收成⾧策略-台灣

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2023 年前三季
公司
EPS
生達 1720 3.77 元
生泰 1777 5.06 元
生展 8279 8.04 元
 優異的經營能力
 四大領域專注經營
 西藥製劑、原料藥、保健食品、藥妝連鎖通路
 生達、生泰、生展、佑全，優秀的經營團隊
 佑全 (6929) 2023 年 9 月送件申請上櫃
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大陸市場趨勢變化:市場現況

《“十四五”醫藥工業發展規劃》、《“十四五”國家藥品安全 國家産業 及促進高品質發展規劃》等政策的發佈 醫藥工業機遇與挑戰並存，在保障藥品安全、促進藥品及醫藥產 政策扶持 業高品質健康發展、保護和促進公眾健康的同時，向國際化高端 水準邁進。

， 2010 年， 65 歲以上的老年人口占總人數 8.87% 2022 年上升至 人口老齡化 20978 萬、 14.9% 。已進入老齡化社會，醫藥需求將持續增⾧。 收入增⾧ 2023 年上半年，居民平均收入 19,672 元，比同期增⾧ 6.5% 。居民 收入增加及醫療支出的提高，持續促進醫藥行業的發展。

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大陸市場趨勢變化:市場現況

2018 年醫保局成立，帶量採購、醫保談判、基藥目錄調整 ；資本市場對於藥品價格穩定性感到擔憂。

醫保談判新規範 《 2022 年國家基本醫療保險、工傷保險和生育保險藥品目 錄調整工作方案》及相關法規的發布，降低目錄內藥品 2 不確定風險下降 年續約重新談判的風險，也擴大到兒童藥品、罕見病用藥 ，更多藥品進入醫保。

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2022 年大型藥企營收增⾧，但利潤表現下滑。 疫情影響 小公司逐步走出集採困境，如京新藥業、信立泰、海思科等。 逐步恢復 商業化初期的 biotech 公司，營收增速高於成熟藥企。

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大陸市場趨勢變化:市場現況

  • 2022 年 12 月中，中國撤回清零政策，化藥市場銷售額回升， 2023 年醫院、 藥局之整體銷售額漸漸回穩。

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藥局之整體銷售額漸漸回穩。
醫院 藥店 整體銷售額
16000
14063
13782 13664
14000 13313
12931
12000
10984
10386 10465 10298
9715
10000
8000 7378
6000 5558
4000 2927 3079 3216 3317 3366 Q
1820
2000
0 資 料來源： 20
2018 2019 2020 2021 2022 2023 H1 米內網
© 2023 SCP, Ltd (單位 ：億 /人民幣) 中國 ( 公立醫院 + 實體藥店 )
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- 營收成⾧策略 大陸

  • 生達競爭力 立項 / 研發成果

  • 具美、日市場成功領證經驗5 件進行中有 Fasting & Fed BE 製劑能力

  • 中期目標 ㇐致性評價成果

  • 自有品項送件查驗登記3 件送件審查中

  • 增加 Profit sharing 收入2 件取得㇐致性評價

  • 合作模式 策略提供技術共同持證進口 & 技轉雙管齊下產銷合作利潤分享加快許可證取得，導入

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  • 進口 & 技轉雙管齊下

  • 加快許可證取得，導入 MAH

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  • 自持藥證

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  • 擴大合作品項數、藥企家數

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日本市場趨勢

學名藥出現缺貨，供給不足是⾧期問題 ；藥廠因品質等問題停止出貨、 其他藥廠控管出貨，導致缺藥。增産困難，恢復正常出貨能需要時間。 ， 共同開發趨勢減緩 2022 年取得藥證的品項中有約 50% 為共同開發。

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毎年領證品項中共同開發比例

2022 年醫藥品缺貨及控管出貨状況

學名藥品數量 共同開發藥品數量 © 2023 SCP, Ltd

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缺貨 管控出貨
類別
品項數 比例 品項數 比例
原廠 52 4.6% 248 7.9%
學名藥 997 90.7% 2811 89.7%
Q
其他醫藥品 50 4.6% 76 2.4%
合計 1099 100% 3135 100%
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日本市場現況－學名藥廠生產能力分析

年産 100 品項以上的學名藥廠約有 30 家，占整體學名藥廠 16% 。 年産能可達 10 億(錠/支)以上的學名藥廠約 24 家(口服及注射劑合併計算)

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500 個品項以上 3 間 100 個品項以上，未滿 500 個品項 27 間 50 個品項以上，未滿 100 個品項 10 間 未滿 50 個品項 148 間

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100億(錠/支)以上 10億~100億(錠/支) 1億~10億(錠/支) 0.1億~1億(錠/支) 0.01億~0.1億(錠/支) 未滿0.01億(錠/支) Q

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© 2023 SCP, Ltd

日本市場現況－生產集中在少數大規模廠家

193 間學名藥廠，前 8 間公司生産數量佔整體數量 50%

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前 ８ 間公司生產數量
佔整體學名藥數量 50%
大多數的企業
比較是少量生產
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營收成⾧策略-日本

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合作模式

  • CDMO

  • • 日本公司銷售

  • 自己持有藥證

現況

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  • 已取得兩個學名藥品 CDMO/CMO 品項合作

  • 痛風新藥代理，查登中

  • 已簽訂肺動脈高壓產品 CDMO 開發合作合約

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策略

  • 代理原廠新藥

  • • 與日本藥廠合作其他市場

  • 與原料廠商策略聯盟

  • 與生泰 / API 垂直整合

進行中

  • CDMO / CMO 品項進行中

  • 中國 / 東南亞 / 日本市場共同 品項討論中

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美國市場趨勢

  • 。

  • 2022 年美國市場，學名藥銷售量達整體 90% ，銷售額僅佔 17.5%

  • 在美國，學名藥佔藥物支出不到五分之㇐。

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100%
90%
80%
70%
60%
89.9% 89.9% 90.2% 90.2% 90.3%
50%
40%
30%
20%
10%
10.2% 10.1% 9.8% 9.8% 9.4% 9.7%
0%
2017 2018 2019 2020 2021 2022
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7.90%
1.50%
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– 美國 學名藥競爭與藥價關係圖

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FDA公布的資料説明當競爭廠商越多時，藥局發票價格與平均藥廠價格中間的價差越少， 且學名藥藥價與原廠藥藥價相比越低。

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營收成⾧策略-美國

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策略

  • 與國外藥廠 / 經銷商共同 開發新品項

  • 與生泰 / API 垂直整合

  • 爭取 First to File 搶先上市

  • 全球最大藥品市場、學名藥占 比高、競爭激烈

  • 藥證申請資料繁複、成本高需 ⾧線佈局

  • 現況

  • 2000 年起持續無缺失通過查廠

  • 已出貨糖尿病及肌萎縮脊髓側 索硬化症 (ALS) 藥品

  • 2023 年 P4 產品上市

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© 2023 SCP, Ltd

未來策略佈局

2024 未來 2023 From Taiwan to International 美國、日本 大陸、日本 From Generics to BTG

核心技術 & 專業 海外市場操作 增加海外比例 增加海 核心技術 & 專業 海外市場操作 拓展海外業績 借力使力 借力使力 外比例

  • 以台灣成熟技術創 造研發財

  • 打穩基礎

  • 加重海外業務資源

  • 快速創造營收

  • 招募培訓國際人才

  • 與外國企業共同規 劃經營市場

  • 學習各國市場遊戲規則

  • • 尋找⾧期合作對象

© 2023 SCP, Ltd

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簡報概要

生達製藥集團簡介

2023 年前三季營運成果

未來營運策略

企業社會責任

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財團法人范道南文教基金會

基金會簡介

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  • 1987 年成立，迄今 35 年

  • 基金規模 1 億 9,600 萬元

  • ㇐年支出金額約 1,200 萬元

主要業務

  • 公益性教育事務

  • 舉辦各項文教活動

  • 設置獎助學金、培育人才 孩子的教育與快樂

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獲得獎項

© 2023 SCP, Ltd

  • 2011 年教育部評鑑優等獎

  • 2012 年台南市政府頒發捐資獎狀

  • 2013 年教育部補救教學評選全國優秀

  • 2022 年教育部社會教育貢獻獎 團體獎

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2023 年度社會公益工作
獎助學金專案 希望課輔 向日葵課輔
藥學相關科系： 1 所 / 2 人
高中： 5 所，共 91 人 • 每週㇐ ~ 五下午 • 每周三下午
國中： 53 所，共 687 人 • •
33 所學校， 2,315 人 9 所學校， 550 人
國小： 219 所，共 2,602 人
550 萬元 100 萬元 20 萬元
其他公益補助 寒暑假營養午餐
公益活動
•
• 贊助 12 家公益團體 • 供應 8,280 人次餐食 生達盃兒童寫生比賽 60 萬
•
生達盃全國桌球錦標賽 180 萬
Q
60 萬元 61 萬元 240 萬元
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2023 SCP, Ltd
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2023 年 11 月捐贈災情勘查車

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樂齡健身房─達康運動保健中心

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2023 年

  • 1~10 月使用人次累計 125,773 人次

  • 舉辦 17 場健康樂活講座及體適能 課程

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Q & A

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