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THINKING — Investor Presentation 2022
Apr 26, 2022
52076_rns_2022-04-26_c60943bc-949b-47b6-aac4-9b53f01d964d.pdf
Investor Presentation
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興勤電子工業股份公司
2021年Q4法人說明會
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2022/4/26
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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
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THINKING ELECTRONICS
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公司沿革
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興勤廠房
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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
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興勤產品
過溫度偵測 與防護 NTC Thermistor PTC Thermistor Temperature Sensor
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過電流保護
NTC ICL PTC Thermistor Polymer PTC Thermistor
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過電壓防護 General Primary ESD Spark Gap Thyristor Surge TVS Diode Protection Protection Protection Protector Suppressor
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2021年主要產品巿場
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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
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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
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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
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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
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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
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營運概況 : 近年營收及每股盈餘
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2021Q4_ 營運概況 : 合併損益表
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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
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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
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2021Q4_營運概況:資產負債表
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2021Q4_營運概況:財務比率分析
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願景
致力在
讓人類生活更美好
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汽車 通訊 工業 醫療
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Q&A
企業使命:
成為電子產品安全與效率運作的支柱
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T Think (深思) K Keen (敏捷) S Service (服務)
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感謝聆聽!
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THINKING ELECTRONICS