Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

THINKING Investor Presentation 2022

Apr 26, 2022

52076_rns_2022-04-26_c60943bc-949b-47b6-aac4-9b53f01d964d.pdf

Investor Presentation

Open in viewer

Opens in your device viewer

==> picture [289 x 405] intentionally omitted <==

興勤電子工業股份公司
2021年Q4法人說明會

==> picture [41 x 52] intentionally omitted <==

==> picture [70 x 77] intentionally omitted <==

2022/4/26

==> picture [96 x 69] intentionally omitted <==

免責聲明

本報告內容係依現有資訊而做成,上述說明中的財務或相關資訊可能包含一
些對本公司及其子公司未來前景的說明,這些說明易受重大的風險和不確定
性因素影響,致使最後結果與原先的說明迥異,是本公司特此聲明,本報告
中的內容,僅為資訊流通之目的而公佈,並非投資建議,本公司不對報告內
容的正確性、完整性或任何使用本報告內容所產生的損害負任何責任

==> picture [136 x 101] intentionally omitted <==

2

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

公司沿革

==> picture [720 x 281] intentionally omitted <==

3

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

興勤廠房

==> picture [697 x 295] intentionally omitted <==

----- Start of picture text -----

宜昌廠 常州廠 宜蘭廠
高雄一廠
主要產品 主要產品 主要產品
主要產品
江西廠
高雄二廠
東莞廠
前製程
主要產品
主要產品
----- End of picture text -----

4

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

興勤產品

過溫度偵測 與防護 NTC Thermistor PTC Thermistor Temperature Sensor

==> picture [720 x 9] intentionally omitted <==

過電流保護

NTC ICL PTC Thermistor Polymer PTC Thermistor

==> picture [720 x 9] intentionally omitted <==

過電壓防護 General Primary ESD Spark Gap Thyristor Surge TVS Diode Protection Protection Protection Protector Suppressor

==> picture [720 x 9] intentionally omitted <==

5

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

2021年主要產品巿場

==> picture [660 x 287] intentionally omitted <==

----- Start of picture text -----

資訊與通訊 汽車與工業
通訊 電源 汽車 (10%) 工業
醫療與其它
消費電子 電腦
家電與照明 醫療 其它應用
家電 照明 經銷商
----- End of picture text -----

6

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

核心技術

SMD 產品 ● ● 堆疊技術 插件型產品 ● ● 塗裝技術 傳感器組裝 ● ● 燒結技術 ● 表面處理 材料設計 ● ● 包裝 材料生產 ● ● 量測 ● 自動化

7

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

致力於研發投入

專注於研發,以利用5G,EV,醫療,工業等不斷增長的市場的機會

Annual R&D

==> picture [541 x 218] intentionally omitted <==

----- Start of picture text -----

300 4.5%
4.0%
250
3.5%
200 3.0%
2.5%
150
2.0%
100 1.5%
1.0%
50
0.5%
0 0.0%
2016 2017 2018 2019 2020 2021
R&D % of sales
單位:新台幣百萬元
----- End of picture text -----

8

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

技術支援

興勤的應用工程師團隊提供完整的技術支援

技術諮詢 : 與客戶討論技術相關問題 產品選型建議 : 根據客戶需求挑選適合的產品 : 電路設計協助 針對客戶面臨的問題討論電路設計 應用案例 : 與客戶分享產品應用的經驗

9

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

營運概況 : 近年營收及每股盈餘

==> picture [568 x 291] intentionally omitted <==

10

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

2021Q4_ 營運概況 : 合併損益表

==> picture [602 x 274] intentionally omitted <==

11

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

2021Q4_營運概況:毛利率變化

毛利率逐年提升,進入獲利率更高、快速增長的行業,包括電動汽車、5G、醫療、工業 興勤持續精進,專注於提高效率和生產力,以因應工資和原材料的急劇上漲

Gross Profit

==> picture [536 x 197] intentionally omitted <==

----- Start of picture text -----

3500 50.0%
45.0%
3000
40.0%
2500 35.0%
30.0%
2000
25.0%
1500
20.0%
1000 15.0%
10.0%
500
5.0%
0 0.0%
2016 2017 2018 2019 2020 2021
Gross Profit % of sales 單位:新台幣百萬元
----- End of picture text -----

12

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

2021Q4_營運概況:資產負債表

==> picture [596 x 296] intentionally omitted <==

13

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

2021Q4_營運概況:財務比率分析

==> picture [608 x 290] intentionally omitted <==

14

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

願景

致力在
讓人類生活更美好

==> picture [167 x 134] intentionally omitted <==

==> picture [167 x 134] intentionally omitted <==

==> picture [167 x 134] intentionally omitted <==

==> picture [168 x 134] intentionally omitted <==

汽車 通訊  工業 醫療

15

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

==> picture [268 x 272] intentionally omitted <==

Q&A

企業使命:
成為電子產品安全與效率運作的支柱

==> picture [97 x 60] intentionally omitted <==

T Think (深思) K Keen (敏捷) S Service (服務)

16

THINKING ELECTRONICS

==> picture [96 x 69] intentionally omitted <==

感謝聆聽!

==> picture [163 x 162] intentionally omitted <==

THINKING ELECTRONICS