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TEWC Investor Presentation 2026
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股票代號
Stock Code
1623
大東電業廠(股)公司
Ta Tun Electric Wire & Cable Co., Ltd.
TEWG
大東電業
TA TUN ELECTRIC
May 2026
免責聲明 Safe Harbor Notice
- This presentation contains certain forward-looking statements and projections based on the Company's current internal information and external macroeconomic conditions. Such statements are subject to risks and uncertainties, and actual results may differ materially.
- The information herein does not constitute any form of investment solicitation, offer, commitment, inducement, or guarantee, nor should it be construed as investment advice. The Company assumes no responsibility for any investment decisions made based on this presentation.
- Factors that may cause actual results to differ include, but are not limited to, changes in market demand, pricing volatility, geopolitical developments, competitive conditions, regulatory and policy changes, financial market conditions, and other risks beyond the Company's control. The Company undertakes no obligation to update or revise forward looking statements as a result of future events or circumstances.
TEWG 大東電業 TA TUN ELECTRIC
目錄
CONTENT
01-About TA TUN ELECTRIC
Company locations, business overview, and corporate history.
02-Major Products
03-Operating Performance
04-Industry Overview
Market overview, industry position, and competitive advantages.
05-Future Outlook
R&D achievements and future development plans.
06-Q & A
TEWG 大東電業
TA TUN ELECTRIC
01
About TA TUN ELECTRIC
TEWG 大東電業
TA TUN ELECTRIC
01
TEWG 大東電業
TA YUN ELECTRIC
About TA TUN ELECTRIC
一樣的線纜股 大東電 更不一樣
16 23
專精 彈性 熱情 永續
02
大東電
輸電能力巨擘
Massive Power Supply
National Competitiveness
AIA
AIA Computing Power
Grid Transmission Capacity
TEWG 大東電業
TA TUN ELECTRIC
03
AI 用電時代
Can charge a phone 20 times
AI generate a picture
TEWG 大東電業
TA TUN ELECTRIC
04
Electric Vehicles
AI CENTER
Semiconductor & Advanced Tech Parks
照片取自網路
1 GW Data Center Power Consumption
= Total Demand of 300,000 People (Approx. 260,000 in Chiayi City)
Annual Battery Factory Output: 1 GWh
= Powering 12,500 EVs (Based on an 80 kWh battery capacity per vehicle)
TEWG
大東電業
TA TUN ELECTRIC
05
電網結構-台電供電系統
Power Grid Structure - Taipower Power Supply System
- Electricity generated by large-scale power plants within Taipower's supply system is first stepped up to Extra-high voltage levels of 345 kV via transformers, and then transmitted through highvoltage transmission lines.
- Electricity is subsequently stepped down to 161 kV and 69 kV at Extra-high voltage substations and primary substations to supply large industrial and commercial users.
- Through distribution substations, secondary substations, and distribution networks, voltage is further reduced to supply general consumers and residential users.
Overview of Taiwan's Existing Power Grid
How Electricity IsGenerated and Delivered
Source: https://www.taipower.com.tw/tc/page.aspx?mid=211(台電網站)
TEWG大東電攀TA TUN ELECTRIC
07
Industry: Electrical Wire & Cable
Established: July 16, 1962
Capital: NT$660 million; 266 employees
Head Office & Factory: Yangmei District, Taoyuan City, Taiwan
Land Area: 74,645 m²
Building Area (Yangmei Plant): 22,572 m²
Product Categories:
Extra-High Voltage /
Medium-High Voltage/
Low-voltage cables / Rubber cables
TEVC
大東電業
TA TUN ELECTRIC
蜑業處所
Business Address :
No. 3, Lane 349,
Section
2, Meishi Road,
Yangmei
District, Taoyuan City,
Taiwan 06
TEWG 大東電業
TA TUN ELECTRIC
TCSA台灣企業永續獎傳統製造業第二類銀獎
TCSA台灣企業永續獎傳統製造業第一類銅獎
2026 正式掛牌上市
TWSE listing in 2026
股票登入興櫃買賣
經濟部以大帶小低碳與智慧化升級轉型補助
2023永續報告書榮獲TCSA傳統製造業第二類銀獎
ESG sustainability report verified; CSA compliance enhanced.
獲中小企業加速投資行動方案
導入自動化生產設備及整合系統服務
通過ISO45001認證
Expanded medium and small enterprise smart manufacturing capacity.
通過台電 345kV 交通PE電纜定型試驗
Passed Taipower 345kV XLPE power cable type testing.
通過台電 69/161kV 交通PE電力電纜定型試驗
Passed 69/161kV XLPE power cable type testing.
取得商檢局 ISO 9001 品質認證登錄
Obtained ISO 9001 Quality Management System certification.
楊梅廠設立，投資設立 69/161kV 電力電纜設備
Completed establishment of 69/161kV power cable production lines.
1993 • 取得橡膠線歐洲九國產品認證及 SAA 產品認證
Achieved SAA certification for power cable products.
1991 • 取得UL\CSA\T-MARK\PSE產品安全認證
Obtained UL, CSA, T-MARK and PSE product safety certifications.
1981 • 通過台電 25KV 交通 PE-PVC 電力電纜定型試驗
Passed 25kV XLPE / PVC power cable type testing.
1978 • 取得中央標準局正字標記
Obtained government-recognized factory certification.
1962 • 大東電業廠股份有限公司成立
TA TUN ELECTRIC WIRE & CABLE CO., LTD. established.
1949 • 始於嘉義，開始生產裸銅線
Began production of power cables.
2025
增設400kV特高壓連續乾式加硫與冷卻系統
玉山國家公園管理處簽屬合作備忘錄，啟動山林微電網升級行動
Continued expansion of high-voltage cable capacity and ESG initiatives.
2023
成為合格的電力交易廠商且花蓮儲能案場正式上線
提供台電調頻電力(AFC)服務
通過ISO14064-1/ISO50001認證
Obtained ISO 14064-1 and ISO 50001 certifications; AFC cables certified.
2024
大東電業廠股份有限公司成立
TA TUN ELECTRIC WIRE & CABLE CO., LTD. established.
02
Major Products
TEWG 大東電業
TA TUN ELECTRIC
10
營運模式/主要產品
Operating Model / Major Products
Unit: NTD Thousand
營業比重Business Proportion
| Year
Product
Category | 2023 | | 2024 | | 2025 | | 2026Q1 | |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| | Net Operating
Revenue | Proportion(%) | Net Operating
Revenue | Proportion(%) | Net Operating
Revenue | Proportion(%) | Net Operating
Revenue | Proportion(%) |
| Extra-high
Voltage Cables | 1,597,044 | 37.88 | 2,220,099 | 40.49 | 2,703,969 | 40.93 | 1,022,772 | 54.92 |
| Medium-high
Voltage Cables | 771,123 | 18.29 | 1,085,631 | 19.80 | 1,359,639 | 20.58 | 239,691 | 12.87 |
| Low Voltage
Cables | 468,249 | 11.10 | 441,098 | 8.04 | 1,034,911 | 15.66 | 167,041 | 8.97 |
| Rubber Cables | 866,030 | 20.54 | 898,600 | 16.39 | 472,710 | 7.15 | 123,185 | 6.61 |
| Others | 513,850 | 12.19 | 837,561 | 15.28 | 1,035,815 | 15.68 | 309,646 | 16.63 |
| Total | 4,216,296 | 100.00 | 5,482,989 | 100.00 | 6,607,040 | 100.00 | 1,862,335 | 100.00 |
電力電纜系統全方位夥伴
全面服務，一站式解決方案
Extra-high Voltage/Medium-high Voltage (XLPE) Cables
應用範圍
Range of applications
Power plant
Substation
Large-scale solar wind power
Underground transmission and distribution lines
Widely used as insulation materials for low-, medium-, and high-voltage power cables.
Among them, the 345 kVExtra-high voltage cross-linked polyethylene (XLPE) power cable represents a key product offering of the Company.
In 2015, TA TUN ELECTRIC successfully passed the Taiwan Power Company (Taipower) 345 kV XLPE power cable type test, demonstrating its technical capabilities in Extra-high voltage cable manufacturing.
TEWG
大東電業
TA TUN ELECTRIC
12
Rubber Cables
應用範圍
Range of applications
Thermal power plant
Nuclear power plant
Technology factory
Artificial Intelligence Computing Center
Rubber materials are thermosetting elastomers characterized by flexibility, weather resistance, abrasion resistance, and spark resistance. They are commonly used as insulation materials for power cables, particularly EPR (Ethylene Propylene Rubber).
TA TUN ELECTRIC's Hypalon series rubber cables offer superior flexibility compared with similar products available in the market, meeting demanding application requirements.
TEWG
大東電業
TA TUN ELECTRIC
13
PVC insulated wire and cable
應用範圍
Range of applications
communication
Control cables
Construction and indoor wiring
Factory wiring
Polyvinyl chloride is a thermoplastic material, synthesized from vinyl chloride, in accordance with the relevant regulations of the Bureau of Standards and Inspection of the Ministry of Economic Affairs, the company has obtained orthographic marking, commodity verification registration certificate (commodity safety standard).
With superior quality and reliable performance, these products provide safe and dependable solutions for a wide range of applications.
TEWG
大東電鑑
TA TUN ELECTRIC
14
03
Operating Performance
TEWG 大東電業
TA TUN ELECTRIC
15
16
新北市/台北市
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2024 | 345kV 2500mm² | 中間、右側之線，中間、通用導線 | |
| 水路、各項的分線 | 12,524 | ||
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2005 | 161kV 2000mm² | 隆急-相器一路 | 11,469 |
| 2005 | 161kV 1200mm² | 百齡-指捷臨時線 | 13,614 |
| 2011 | 161kV 2000mm² | 深美-空調-虎林 | 14,059 |
| 2014 | 161kV 2000mm² | 北碧-八德一二路 | 11,376 |
| 2021 | 161kV 1200mm² | 板橋-青年 | 11,241 |
| 2022 | 161kV 2000mm² | 林口-東林 | 41,625 |
| 2022 | 161kV 2000mm² | 深美空調虎林線 | 4,890 |
| 2022 | 161kV 2000mm² | 深美台北南港義捷 | 20,406 |
| 年度 | 規格 | 線路名稱 | 數量 |
| --- | --- | --- | --- |
| 2019 | 69kV 1000mm² | 板橋P/S | 1,471 |
| 2025 | 69kV 1000mm² | 東林P/S裝設工程 | 390 |
| 2025 | 69kV 1000mm² | 頂湖E/S裝設工程 | 1,408 |
| 2025 | 69kV 1000mm² | 瑞芳S/S裝設工程 | 205 |
| 2025 | 69kV 1000mm² | 臣工G/S NO.3 M.TR | 249 |
| 2025 | 69kV 1000mm² | 運洲P/S改建工程 | 1,200 |
桃園市
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2005 | 161kV 1200mm² | 頂湖-RT頂紅線 | 12,165 |
| 2005 | 161kV 2000mm² | 高橋-三元線 | 14,324 |
| 2022 | 161kV 2000mm² | 大澤-林口 | 141,394 |
| 2023 | 161kV 1200mm² | 大澤-林口 | 17,110 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2004 | 69kV 1000mm² | 新屋-力太線 | 14,835 |
| 2008 | 69kV 1600mm² | 中壢-汴園 | 14,677 |
| 2012 | 69kV 1600mm² | 草漢-亞東化二路 | 15,084 |
新竹縣
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2009 | 161kV 2000mm² | 中壢十二C/S改修 | 21,651 |
| 2019 | 161kV 2000mm² | 竹園-埔鄉 | 19,614 |
| 2020 | 161kV 2000mm² | 竹園-積寶 | 42,313 |
| 2020 | 161kV 2000mm² | 竹園-百萬 | 4,832 |
| 2021 | 161kV 1200mm² | 新竹公園 | 3,240 |
| 2024 | 161kV 1200mm² | 新竹-六家 | 18,664 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2005 | 69kV 1600mm² | 新竹-亞泥線 | 8,539 |
| 2021 | 69kV 1000mm² | 竹園E/S | 912 |
大東電20年足跡
TA TUN ELECTRIC – 20-Year Footprint
台北市/台北市
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2006 | 161kV 2000mm² | 中港-康寧-友德 | 42,600 |
| 2008 | 161kV 2000mm² | 中西-中華一路 | 26,687 |
| 2009 | 161kV 2000mm² | 后里-外場白線 | 21,651 |
| 2009 | 161kV 1200mm² | 南屯-德義 | 10,120 |
| 2025 | 161kV 1200mm² | 后里豐洲 | 26,492 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2011 | 69kV 1000mm² | 中市-西屯 | 15,598 |
甜果縣
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2005 | 161kV 2000mm² | 頂園-管盤 | 15,518 |
| 2005 | 161kV 1200mm² | 山佳-管盤線 | 13,254 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2011 | 69kV 1000mm² | 田美-樂山白線 | 18,610 |
| 2012 | 69kV 1600mm² | 後龍-錦水線 | 15,299 |
| 2020 | 69kV 1000mm² | 苗栗P/S | 1,060 |
臺北市/台北市
台中市
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2006 | 161kV 2000mm² | 中港-康寧-友德 | 42,600 |
| 2008 | 161kV 2000mm² | 中西-中華一路 | 26,687 |
| 2009 | 161kV 2000mm² | 后里-外場白線 | 21,651 |
| 2009 | 161kV 1200mm² | 南屯-德義 | 10,120 |
| 2025 | 161kV 1200mm² | 后里豐洲 | 26,492 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2011 | 69kV 1000mm² | 中市-西屯 | 15,598 |
甜果縣
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2005 | 161kV 2000mm² | 頂園-管盤 | 15,518 |
| 2005 | 161kV 1200mm² | 山佳-管盤線 | 13,254 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2011 | 69kV 1000mm² | 田美-樂山白線 | 18,610 |
| 2012 | 69kV 1600mm² | 後龍-錦水線 | 15,299 |
| 2020 | 69kV 1000mm² | 苗栗P/S | 1,060 |
新竹縣/雲林縣/嘉義縣
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2004 | 161kV 2000mm² | 嘉義-仁愛 | 24,738 |
| 2008 | 161kV 2000mm² | 斗工-嘉民南接雲林 | 26,687 |
| 2024 | 161kV 2000mm² | 虎科-台區 | 51,633 |
| 2024 | 161kV 2000mm² | 彰化-福興二路 | 5,964 |
| 2024 | 161kV 2000mm² | 永興-彰埤 | 33,261 |
| 2025 | 161kV 2000mm | 永興彰埤 | 23,247 |
臺南市
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2025 | 345kV 2500mm² | 大林-高港四路 | 14,358 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2004 | 161kV 1200mm² | 高雄-西甲 | 13,071 |
| 2007 | 161kV 2000mm² | 高雄-五甲四路 | 27,501 |
| 2010 | 161kV 2000mm² | 過埤-萬農一二路 | 21,915 |
| 2018 | 161kV 2000mm² | 路北-學東 | 3,655 |
| 2023 | 161kV 2000mm² | 仁武-雄精 | 3,608 |
| 2024 | 161kV 2000mm² | 仁武-雄精 | 1,096 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2013 | 69kV 1000mm² | 路北-日嘉線 | 16,169 |
| 2018 | 69kV 1000mm² | 興達-嘉定 | 1,410 |
| 2020 | 69kV 1000mm² | 高港甲乙 | 2,693 |
| 2022 | 69kV 1000mm² | 小港三元線 | 1,413 |
| 2023 | 69kV 1000mm² | 高港E/S | 4 |
| 2023 | 69kV 1000mm² | 小港三元線 | 3,792 |
| 2024 | 69kV 1000mm² | 高港E/S | 1,607 |
台南市
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2006 | 161kV 2000mm² | 中港-康寧-友德 | 42,600 |
| 2008 | 161kV 2000mm² | 中西-中華一路 | 26,687 |
| 2009 | 161kV 2000mm² | 后里-外場白線 | 21,651 |
| 2009 | 161kV 1200mm² | 南屯-德義 | 10,120 |
| 2025 | 161kV 1200mm² | 后里豐洲 | 26,492 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2011 | 69kV 1000mm² | 中市-西屯 | 15,598 |
新北市/新北市
臺南市
全台南連
Total Cable Length Over 26,000 kilometers 電纜鋪設總長超過
26,000km以上
雲電所位置
宜蘭縣/台東縣
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2008 | 161kV 2000mm² | 青山-宜府一路 | 48,538 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| 2013 | 69kV 1000mm² | 龍山-鐵東一路 | 19,633 |
屏東縣
| 年度 | 規格 | 線路名稱 | 數量[cm] |
|---|---|---|---|
| 2005 | 345kV 2500mm² | 大林-高港四路 | 14,358 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2004 | 161kV 1200mm² | 高雄-西甲 | 13,071 |
| 2007 | 161kV 2000mm² | 高雄-五甲四路 | 27,501 |
| 2010 | 161kV 2000mm² | 過埤-萬農一二路 | 21,915 |
| 2018 | 161kV 2000mm² | 路北-學東 | 3,655 |
| 2023 | 161kV 2000mm² | 仁武-雄精 | 3,608 |
| 2024 | 161kV 2000mm² | 仁武-雄精 | 1,096 |
| 年度 | 規格 | 線路名稱 | 數量[cm] |
| --- | --- | --- | --- |
| 2013 | 69kV 1000mm² | 路北-日嘉線 | 16,169 |
| 2018 | 69kV 1000mm² | 興達-嘉定 | 1,410 |
| 2020 | 69kV 1000mm² | 高港甲乙 | 2,693 |
| 2022 | 69kV 1000mm² | 小港三元線 | 1,413 |
| 2023 | 69kV 1000mm² | 高港E/S | 4 |
| 2023 | 69kV 1000mm² | 小港三元線 | 3,792 |
| 2024 | 69kV 1000mm² | 高港E/S | 1,607 |
Operating Revenue
| Y O Y | 2023年 | 2024年 | 2025年 | 2026Q1 |
|---|---|---|---|---|
| 営業收入成長率 | 8.21% | 30.05% | 20.50% | 12.44% |
Gross Profit
| Y O Y | 2023年 | 2024年 | 2025年 | 2026Q1 |
|---|---|---|---|---|
| 營業毛利 | 68.67% | 53.25% | 24.55% | 21.93% |
| 毛利率 |
| Y O Y | 2023年 | 2024年 | 2025年 | 2026Q1 |
|---|---|---|---|---|
| 營業毛利成長率 | 68.67% | 53.25% | 24.55% | 21.93% |
5年成長率
532%
TEWG
大東電業
TA TUN ELECTRIC
Net Income & EPS
(Million NTD)
(NTD)
5年成長率
1413%
| 2021年 | 2022年 | 2023年 | 2024年 | 2025年 | 2026Q1 | |
|---|---|---|---|---|---|---|
| 稅後淨利 | 54 | 92 | 409 | 733 | 817 | 280 |
| 以6.6億推算EPS | 0.82 | 1.39 | 6.2 | 11.11 | 12.38 | 4.24 |
稅後淨利
Net Income
以6.6億推算EPS
TEWG
大東電業
TA TUN ELECTRIC
2023年至2026年02月台電電線電顯示標統計
Taipower Cable Tender Awards Statistics(2023 – Feb 2026)
| 公司 | 345kV | 161kV | 69kV | 25kV | 合計 | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| 案量 | 金額 | |||||||||
| (佰萬元) | 案量 | 金額 | ||||||||
| (佰萬元) | 案量 | 金額 | ||||||||
| (佰萬元) | 案量 | 金額 | ||||||||
| (佰萬元) | 案量 | 金額 | ||||||||
| (佰萬元) | ||||||||||
| 大東電 | 5 | 5,913 | 6 | 7,352 | 2 | 847 | 3 | 1,740 | 16 | 15,853 |
| 合○ | 2 | 3,972 | 7 | 8,546 | 2 | 822 | 2 | 1,396 | 13 | 14,736 |
| 宏○ | 0 | 0 | 7 | 大東電排名第一599 | 9 | 5,918 | 17 | 14,585 | ||
| 華○ | 2 | 案量共計：16案 | ||||||||
| Total Number of Awarded Projects | ||||||||||
| 0 | ||||||||||
| 0 | ||||||||||
| 0 | 1,657 | 14 | 13,189 | |||||||
| 大○ | 2 | 1,448 | 12 | 13,049 | ||||||
| 太○ | 0 | 2,577 | 11 | 11,444 | ||||||
| 台○ | 0 | 2,023 | 13 | 10,848 | ||||||
| 華○ | 0 | 1,434 | 13 | 10,403 | ||||||
| 大○ | 0 | 1,552 | 10 | 10,262 | ||||||
| 華○ | 0 | 1,678 | 10 | 9,884 | ||||||
| 大○ | 0 | 0 | 5 | 5,916 | 0 | 0 | 0 | 0 | 5 | 5,916 |
| 億○ | 0 | 0 | 0 | 0 | 0 | 0 | 10 | 5,576 | 10 | 5,576 |
| 宗○ | 0 | 0 | 0 | 0 | 0 | 0 | 4 | 2,273 | 4 | 2,273 |
| 華○ | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 1,316 | 2 | 1,316 |
| 泰○ | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 1,006 | 2 | 20 |
台灣電力需求量直線攀升
Focusing on the High-End Market
21
Project Track Record
^{}[]
照片取自網路
- 想氣複循環機組擴建工程(北部火力發電廠)
Gas-Fired Combined Cycle Expansion Project (Northern Thermal Power Plant) -
合作廠商-日O丸O國際股份有限公司
-
想氣複循環機組擴建工程(北部火力發電廠)
Gas-Fired Combined Cycle Expansion Project (Northern Thermal Power Plant) -
想氣複循環機組更新改善工程(北部火力發電廠)
Gas Turbine Unit Upgrade and Reconstruction Project (Northern Thermal Power Plant) -
想氣機組更新改建計畫(南部火力發電廠)
Gas Turbine Unit Upgrade and Reconstruction Project (Southern Thermal Power Plant) -
合作廠商-美O奇O國際股份有限公司
-
30MW儲能系統新建工程案
30 MW Energy Storage System (ESS) New Construction Project. -
50MW儲能系統新建工程案
50 MW Energy Storage System (ESS) New Construction Project. -
合作廠商-華O電O股份有限公司
-
161KV電力電纜採購帶安裝(南部火力發電廠)
161 kV Power Cable Supply and Installation Project (Southern Thermal Power Plant) -
合作廠商-中O電O機械股份有限公司
-
塑化大廠重合槽汰舊換新專案工程
Revamp and Replacement Project for Cable Trench Systems at a Major Petrochemical Company - 合作廠商-中O工程股份有限公司
22
Project Track Record – Power Plant Projects
23
桃園大潭發電廠
Datan Power Plant, Taoyuan
高雄興達發電廠
Hsingta Power Plant, Kaohsiung
電廠專案
Major Power Plant Projects
台中央力發電廠
Taichung Thermal Power Plant
TEWG 大東電業
TA TUN ELECTRIC
實績案例
Project Case Studies
Cable Type : LHH Hypalon Cables
Cable Type : 69kV XLPE PVC
Cable Type : 69kV XLPE PVC
Cable Type : 69kV XLPE PVC
Cable Type : LHH Hypalon Cables
Cable Type : Rubber Cables
TEWG
大東電業
TA TUN ELECTRIC
24
power equipment stocks
| ROE | 2023 | 2024 | 2025 |
|---|---|---|---|
| 1519 華城 | 49.28 | 57.3 | 44.58 |
| 1513 中興電 | 10.82 | 20.61 | 18.89 |
| 1514 亞力 | 17.73 | 15.29 | 14.78 |
| 1503 士電 | 7.96 | 8.79 | 8.98 |
Wire and cable stocks
| ROE | 2023 | 2024 | 2025 |
|---|---|---|---|
| 1623 大東電 | 27.44 | 36.48 | 29.87 |
| 1618 合機 | 8.27 | 12.87 | 12.81 |
| 1609 大亞 | 21.65 | 11.65 | 8.52 |
| 1608 華榮 | 11.24 | 9.26 | 24.45 |
(Million NTD)
| 項目 | 公司名稱 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 近六年度成長率 | Capital |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 大東電 | 1,001 | 2,234 | 3,896 | 4,216 | 5,483 | 6,607 | 560% | 660 |
| 華榮 | 7,440 | 10,485 | 10,750 | 9,755 | 11,329 | 11,331 | 52% | 6,328 | |
| 大亞 | 18,301 | 27,458 | 26,749 | 26,436 | 30,085 | 31,106 | 70% | 7,853 | |
| 合機 | 2,823 | 2,804 | 2,864 | 4,483 | 4,675 | 4,816 | 71% | 1,927 |
TEWG
大東電業
TA TUN ELECTRIC
(Million NTD)
單位：百萬
Unfulfilled Orders and Monthly Revenue (Jul2024 – Apr 2026)
26
實際營收
Operating Revenue
未交訂單
Unfulfilled Orders
TEWG
大東電業
TA TUN ELECTRIC
04
Industry Overview
TEWG 大東電業
TA TUN ELECTRIC
27
Continuous Growth in Power Demand
Unit: NT$ million
| Project Name | Period | Total investment | Budget allocation | |
|---|---|---|---|---|
| Total Investment Up to 2025 | After 2026 | |||
| Northern Region Phase I Grid Project | 2016/01-2030/12 | 7,465 | 4,058 | 3,407 |
| Offshore Wind Power Grid Reinforcement Phase | 2018/01-2027/12 | 60,679 | 55,806 | 4,873 |
| Southern Science Park EHV Substation Expansion | 2019/01-2027/06 | 8,977 | 8,259 | 718 |
| Central Region Phase I Transmission Project | 2019/01-2028/06 | 8,297 | 3,188 | 5,109 |
| Northern Region Phase II Transmission Project | 2019/01-2037/12 | 13,943 | 7,853 | 6,090 |
| Substation Renovation Phase I Project | 2019/01-2034/12 | 29,352 | 9,680 | 19,672 |
| Southern Region Phase I Transmission Project | 2021/01-2030/12 | 9,669 | 4,931 | 4,738 |
| Baoshan EHV Substation Construction | 2022/01-2034/12 | 14,830 | 3,476 | 11,354 |
| Offshore Wind Power Grid Enhancement (Phase I Blocks) | 2023/01-2031/12 | 60,598 | 5,951 | 54,647 |
| Low-Voltage AMI Deployment Phase | 2024/01-2026/12 | 8,091 | 5,340 | 2,751 |
| Grid Resilience Enhancement Phase | 2024/01-2033/12 | 209,832 | 3,147 | 206,685 |
| Substation Renovation Phase II Project | 2024/01-2038/12 | 85,161 | 5,178 | 79,983 |
| Total | 516,894 | 116,868 | 400,026 |
Source: 2026 Business Plan of State-Owned Enterprises under the Ministry of Economic Affairs; compiled by the Company.
TEWG大東電業TA TUN ELECTRIC
29
分散工程 4,379億元
降低電網集中風險
- 強固工程 1,250億元
- 提升設備穩定程度
- 防衛工程 16.9億元
- 阻止停電事故擴散
危化鋁性
能在短時間下因應事故及恢復穩定運轉的能力
電廠直供園區
- 燃氣機組直供科學園區及產業園區
綠能分散供電
- 加速再生能源併網強化在地供電
櫃紐節點分群
- 分散櫃紐變電所(龍潭、中寮、龍崎)供電風險
增加配送節點
- 增建關鍵變電所將電力送進都會區
精進區域調度
- 建立區域調度能力、分散調度風險
電網擴充更新
- 加速老舊設備更新升級及容量擴充
廣增儲能設備
- 增加綠能胃納量
- 增進系統穩定度
變電所屋內化
- 避免受到外力干擾及極端氣候的威脅
強化防衛縱深
- 強化廠網間
- 各層次保護電驛設定
即時動態防衛
- 監測電驛設備狀態提升防衛精準度
Source: Taiwan Power Company
Taipower's Power Grid Resilience Enhancement Plan
TEWG
大東電業
TA TUN ELECTRIC
Progressive Qualification System for Taipower Power Cables
30
TA TUN ELECTRIC
大東電
HOLBKEY NUA ENG Tu Ya
台機、華榮、大亞
太平洋 PEWC
345kV
11家
Walsin Hong tai Tatung
華新、宏泰、大同
台一、大山、中華
Tai i Dahsan CWCO
161kV
15家
TAI TIEN
HILIGHT
億泰、泰電、宗孫、華光
Ever Top JUMBO
15 companies
25kV
TEWG
大東電業
TA TUN ELECTRIC
345kV認證具時間成本 進入門檻高
耗時18個月
購置345kV機台
申請
特高壓電纜廠
申請
定型試驗
檢驗
審查
審查
審查定型試驗報告
取得資格認證
[購置機台] 至 [取得資格認證] 最少三年以上
31
05
Future Outlook
TEWG 大東電業
TA YUN ELECTRIC
32
33
The Era of Massive Power Demand
Extreme climate+ AI Industry > > Large amounts of electricity > > green energy
AI新革命來臨 黃仁勳點名台灘：能源是最大機會
Taiwan stands at the starting point of a new industrial revolution. Artificial intelligence will become ubiquitous across societies, enterprises, and individuals, significantly enhancing productivity and creating new applications. The so-called “AI factories” that support these applications require enormous amounts of energy.
2025.8月
半導體業用電量創新高 童子賢喊「電力即國力」盼穩定供電
Computing power represents national competitiveness. Whether based on NPUs (Neural Processing Units), CPUs (Central Processing Units), or AI accelerators, computing capability has become a key indicator of a country's level of technological advancement.
2024.7月
魏哲家說：綠電有多少買多少 這族群終於亮了！
HVDC電纜
HVDC Cable
資料中心架構
關鍵整合系統 (UPS, PDU, CDU 概念)
A
中壓電網設施
備用發電系統
電源自動切換開關 (ATS)
現行機種內用電纜與HVDC壓流排
冷卻液分配
冷卻液分配 (CDU)
機種請到該整合
伺服器 A
機架式電池 (BBU)
UPS 不斷電系統用線
UPS to PDU / Busway (External Rack Cabling): The UPS output routes to row-level PDUs, RPPs, or main busways, which then distribute power to each AI rack. This stage mainly uses 0.6/1kV flame-retardant power cables or prefabricated cable assemblies, engineered to support 3-phase 400V/480V and future 800V DC architectures.
TEWG大東電業TA TUN ELECTRIC
35
PDU電源分配器用線
| Plug Color | Red |
|---|---|
| Cable Jacket Color | Black |
| Connector Color | Black |
| Power Cord Jacket Type | W |
| Cable Outer Diameter (OD) | 27mm |
PDU Power Cables: These are the power cables used to connect rack PDUs in data centers, which fall under the category of inside-the-rack PDU cabling.
TEWG大東電業TA TUN ELECTRIC
36
CDU冷卻液分配裝置用線
Coolant Distribution Unit (CDU): The core equipment of data center liquid cooling systems, responsible for distributing coolant to server racks for high-efficiency cooling.
CDU Cabling & Piping: This primarily refers to the power cables and coolant lines connecting external sources to the CDU unit. Since the CDU is usually installed inside the rack, it simultaneously bridges both the "inside and outside" of the rack.
TEWG大東電業TA TUN ELECTRIC
機櫃內用線高電流電子連接器用電鑰
Inside AI racks, power cables are the main solution for high-current electronic connectors, supporting high-power requirements like 400A to cope with intense server power consumption. These cables often feature high-temperature insulation to upgrade heat resistance and insulation performance during high-speed computing, replacing traditional PE materials. This design is applied in NVIDIA’s GB200 and GB300 NVL72 racks, where each cabinet utilizes around 10,000 lines.
TEWG 大東電業 TA TUN ELECTRIC
38
機櫃外播帶式2000V電源用線
With a 2000V voltage rating, these cables are used for external rack equipment connections. They feature solid or stranded copper conductors with rubber insulation and sheathing. Fully compliant with RoHS regulations, they offer superior insulation and flame retardancy, certified by the UL VW-1 vertical flame test.
TEWG大東電業TA TUN ELECTRIC
39
AI CENTER建廠用線
10-33kV cables are widely used as primary transmission lines in AI data center medium-voltage grids, routing power from substations or microgrids to data halls or Pod modules. Featuring standard voltages of 11kV, 22kV, 25kV, or 33kV, these systems minimize distribution losses to fully support high-power density demands.
TEWG大東電業TA TUN ELECTRIC
40
41
Advanced Cable Products
- Cables for AI Data Centers
- Energy storage cable
- EV Charging Cables
- Land-Based High-Voltage Direct
- Current (HVDC) Cables (500 kV)
Green
Energy Cables
41
42
EM-LHH
Green
Cables
事業廢棄物處理與經濟模式的關聯
In-Process Waste Recycling and Reuse
- TA TUN ELECTRIC has effectively reduced waste generation during its manufacturing processes, thereby lowering the consumption of land resources and mitigating environmental impacts associated with landfill disposal and incineration, such as odors and carbon emissions.
- The application of recycled materials helps reduce energy consumption required for the production of new materials, further advancing the Company's objectives of energy conservation and carbon reduction.
- The waste recycling process embodies the principles of environmental protection by transforming discarded materials into reusable resources. This approach reduces carbon emissions and dependence on virgin resources, delivering multiple benefits in energy saving and carbon reduction to society.
- This represents the green industrial model toward which TA TUN ELECTRIC is committed to continuously advancing.
TEWG 大東電業 TA TUN ELECTRIC
未來的60年
成為『綠色供電推手』
- 站式能源解決的綠色科技公司
44
亞著新能源及AI數據中心趨勢
創能、儲能、輸能至用能
06
Thank you
Q & A
TEWG 大東電業
TAYLOR ELECTRIC
45