AI assistant
THINKING — Interim / Quarterly Report 2024
Sep 25, 2024
52076_rns_2024-09-25_3161e837-d4d8-4b4c-bd88-c4a778b7b1b7.pdf
Interim / Quarterly Report
Open in viewerOpens in your device viewer
==> picture [113 x 90] intentionally omitted <==
興勤電子工業股份有限公司 2024Q2法說會簡報
財務部 2024/9
公司介紹
==> picture [251 x 285] intentionally omitted <==
----- Start of picture text -----
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
----- End of picture text -----
==> picture [54 x 54] intentionally omitted <==
45 年
保護元件產業經驗
==> picture [49 x 49] intentionally omitted <==
7 個 生產據點且持續擴建中
==> picture [46 x 46] intentionally omitted <==
4200 位
興勤集團夥伴
==> picture [54 x 54] intentionally omitted <==
10 條產品線 提供全方位電路保護
==> picture [51 x 55] intentionally omitted <==
26 個 國家據點提供全球服務
==> picture [82 x 55] intentionally omitted <==
2
歷年營運成果
==> picture [82 x 55] intentionally omitted <==
==> picture [609 x 299] intentionally omitted <==
----- Start of picture text -----
2008年-2023年合併淨營收
9,000 7,500 7,463
7,077
8,000
5,920
7,000 5,408
6,000
4,123
5,000
3,211
4,000
3,000
2,000
1,000 +28% +31% +9% +27% -0.5% -5%
-
2008 2012 2016 2020 2021 2022 2023
NTD (Million)
----- End of picture text -----
3
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
公司沿革
==> picture [82 x 55] intentionally omitted <==
==> picture [720 x 273] intentionally omitted <==
4
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
興勤廠房
==> picture [119 x 107] intentionally omitted <==
----- Start of picture text -----
宜昌廠
----- End of picture text -----
==> picture [119 x 106] intentionally omitted <==
----- Start of picture text -----
常州廠
----- End of picture text -----
==> picture [120 x 106] intentionally omitted <==
----- Start of picture text -----
東莞廠
----- End of picture text -----
前制程
==> picture [82 x 55] intentionally omitted <==
==> picture [120 x 106] intentionally omitted <==
----- Start of picture text -----
宜蘭廠
----- End of picture text -----
==> picture [119 x 107] intentionally omitted <==
----- Start of picture text -----
高雄廠
----- End of picture text -----
==> picture [120 x 107] intentionally omitted <==
----- Start of picture text -----
高雄二廠
----- End of picture text -----
5
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
興勤產品
==> picture [82 x 55] intentionally omitted <==
==> picture [591 x 315] intentionally omitted <==
6
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
==> picture [82 x 55] intentionally omitted <==
2024Q2營運成果
==> picture [44 x 44] intentionally omitted <==
營運概況：季損益分析
新台幣：千元
==> picture [613 x 264] intentionally omitted <==
7
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
2024Q2資產負債表
新台幣：千元
==> picture [82 x 55] intentionally omitted <==
==> picture [580 x 318] intentionally omitted <==
8
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
==> picture [82 x 55] intentionally omitted <==
2024Q2費用比率
==> picture [44 x 44] intentionally omitted <==
營運概況：費用分析
==> picture [617 x 272] intentionally omitted <==
9
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
==> picture [113 x 90] intentionally omitted <==
巿場分布
主要巿場
==> picture [185 x 101] intentionally omitted <==
----- Start of picture text -----
資訊與通訊
通訊 電源 消費電子
----- End of picture text -----
==> picture [185 x 102] intentionally omitted <==
----- Start of picture text -----
工業
----- End of picture text -----
==> picture [209 x 208] intentionally omitted <==
----- Start of picture text -----
43 %
18 %
16 %
11 %
12 %
----- End of picture text -----
==> picture [186 x 118] intentionally omitted <==
----- Start of picture text -----
家電與照明
家電 照明
----- End of picture text -----
==> picture [82 x 55] intentionally omitted <==
==> picture [185 x 102] intentionally omitted <==
----- Start of picture text -----
醫療與其他
醫療 其他應用 經銷商
----- End of picture text -----
==> picture [185 x 102] intentionally omitted <==
----- Start of picture text -----
汽車
----- End of picture text -----
11
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
==> picture [113 x 90] intentionally omitted <==
管理體系
管理系統認證
==> picture [82 x 55] intentionally omitted <==
==> picture [688 x 265] intentionally omitted <==
13
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
產品安規認證
==> picture [82 x 55] intentionally omitted <==
==> picture [678 x 292] intentionally omitted <==
----- Start of picture text -----
負溫度係數負溫度係數 負溫度係數負溫度係數 正溫度係數正溫度係數 高分子正溫度高分子正溫度 瞬態抑制瞬態抑制
壓敏電阻壓敏電阻 氣體放電管氣體放電管
熱敏電阻熱敏電阻 溫度傳感器溫度傳感器 熱敏電阻熱敏電阻 係數熱敏電阻係數熱敏電阻 二極體二極體
----- End of picture text -----
備註: 代表 UL + cUL
14
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
興勤ESG
==> picture [281 x 26] intentionally omitted <==
----- Start of picture text -----
環境 ( E NVIRONMENTAL)
----- End of picture text -----
==> picture [278 x 116] intentionally omitted <==
----- Start of picture text -----
3084.4 kWp
興勤各廠區的太陽能
發電裝置總容量
7 %
2022年的溫室氣體排
興勤宜昌廠 放量較2021年減少7%
----- End of picture text -----
- 綠色產品
==> picture [82 x 55] intentionally omitted <==
社會 ( S OCIAL)
- 長期贊助高雄市閱讀 推廣活動，包括線下 書展與線上雲端書庫
==> picture [153 x 109] intentionally omitted <==
-
推動員工參與淨灘與 植樹活動，為生態復 育貢獻心力
-
綠色製造
-
綠色供應鏈
-
增加可再生能源使用
==> picture [124 x 75] intentionally omitted <==
基於責任商業聯盟（RBA）行為 准則，維護勞工權利，確保健康 與安全，保護環境，恪守商業道 德，制定管理體系
公司治理 ( G OVERNANCE)
15
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
興勤2023年ESG報告
==> picture [323 x 209] intentionally omitted <==
==> picture [82 x 55] intentionally omitted <==
==> picture [309 x 210] intentionally omitted <==
16
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
==> picture [113 x 90] intentionally omitted <==
競爭優勢
核心技術
SMD產品 ● 插件型產品 ● 傳感器組裝 ●
材料設計 ● 材料生產 ●
==> picture [82 x 55] intentionally omitted <==
==> picture [365 x 304] intentionally omitted <==
----- Start of picture text -----
材料開發
● 堆疊技術
● 塗裝技術
● 燒結技術
● 表面處理 我們的關鍵原材料與陶瓷配方技術，
讓產品在巿場上保有競爭力
產品設計
我們的模擬技術讓產品設計更為精確
後製程
● 包裝
● 量測
● 自動化
自動化生產確保一致的產品品質
----- End of picture text -----
18
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
產品驗證實驗室
==> picture [82 x 55] intentionally omitted <==
興勤設有UL和TUV認可的實驗室，提供電路保護元件的驗證服務。 實驗室擁有如下特點：
-
⚫ 實驗室依照 ISO 17025 規章管理，管理水準國際化
-
⚫ 設備能力與人員水準 與安規機構相當 ，量測結果可靠
-
⚫ 自有測試設備100%服務興勤產品， 開發新品認證時
-
，
-
間短 加速客戶產品上市
==> picture [108 x 67] intentionally omitted <==
==> picture [118 x 67] intentionally omitted <==
==> picture [197 x 117] intentionally omitted <==
==> picture [232 x 116] intentionally omitted <==
==> picture [247 x 116] intentionally omitted <==
19
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
技術支援
應用工程師與客戶討論技術相 關問題，分享產品應用經驗
==> picture [82 x 55] intentionally omitted <==
應用工程師與客戶討論電路設計
完整的 技術支持 應用範例
-
應用工程師依照客戶需求挑選 適合的產品
-
客戶可使用興勤官網便捷的選 型工具，選擇符合需求的產品
在興勤產品驗證實驗室支持下， 應用工程師協助制定測試計畫， 並與客戶共同評估測試結果
20
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
願景
==> picture [82 x 55] intentionally omitted <==
致力在 ATIM 讓人類生活更美好
==> picture [645 x 273] intentionally omitted <==
21
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
THINKING Products for Electric Vehicle
==> picture [82 x 55] intentionally omitted <==
22
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
興勤近期展會-美國電池展
==> picture [82 x 55] intentionally omitted <==
==> picture [360 x 165] intentionally omitted <==
==> picture [364 x 261] intentionally omitted <==
23
THINKING ELECTRONIC INDUSTRIAL CO., LTD.
興勤近期展會-慕尼黑國際電子零組件展
==> picture [82 x 55] intentionally omitted <==
==> picture [402 x 178] intentionally omitted <==
==> picture [319 x 231] intentionally omitted <==
24
THINKING ELECTRONIC INDUSTRIAL CO., LTD.