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THINKING Investor Presentation 2024

Mar 22, 2024

52076_rns_2024-03-22_47352068-95d2-4dcc-ab99-24d6e64eed53.pdf

Investor Presentation

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興勤電子工業股份有限公司 2023Q4法說會簡報

財務部 2024/3

公司介紹

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THINKING ELECTRONIC INDUSTRIAL CO., LTD.
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45 年

保護元件產業經驗

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7 個 生產據點且持續擴建中

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4200 位

興勤集團夥伴

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10 條產品線 提供全方位電路保護

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26 個 國家據點提供全球服務

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歷年營運成果

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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)
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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

公司沿革

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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

興勤廠房

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宜昌廠
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常州廠
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東莞廠
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前制程

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宜蘭廠
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高雄廠
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高雄二廠
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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

興勤產品

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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

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2023Q4營運成果

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營運概況：季損益分析

新台幣：千元

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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

2023年營運成果

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營運概況：年損益分析

新台幣：千元

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2024年費用比率

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營運概況：費用分析

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NT$ million 94
新台幣百萬元 81 85
80
217
80 274 212
178
營業淨利OPM 204
銷管費用SG&A 225 359 433
394
研發費用R&D 348
4Q 22 1Q 23 2Q 23 3Q 23 4Q 23
研發費用R&D 4.3% 4.6% 4.7% 4.5% 5.3%
銷管費用SG&A 14.6% 10.3% 11.7% 11.7% 12.2%
總營業費用OPEX 18.9% 14.9% 16.4% 16.2% 17.5%
營業淨利OPM 12.0% 22.9% 19.7% 23.1% 24.3%
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巿場分布

主要巿場

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資訊與通訊
通訊 電源 消費電子
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工業
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43 %
18 %
16 %
11 %
12 %
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家電與照明
家電 照明
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醫療與其他
醫療 其他應用 經銷商
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汽車
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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

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管理體系

管理系統認證

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產品安規認證

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負溫度係數 負溫度係數 正溫度係數 高分子正溫度 瞬態抑制
壓敏電阻 氣體放電管
熱敏電阻 溫度傳感器 熱敏電阻 係數熱敏電阻 二極體
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備註: 代表 UL + cUL

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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

興勤ESG

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環境 ( E NVIRONMENTAL)
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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%
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  • 綠色產品

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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

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  • 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

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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)

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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

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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 ●

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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
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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

產品驗證實驗室

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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

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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

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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

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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

願景

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致力在 ATIM 讓人類生活更美好

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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

擴建發展

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中山廠
越南廠		 中山廠
越南廠		 中山廠
越南廠		 中山廠 中山廠 中山廠
擴建工廠 地點 面積 主要產品線 預計量產時間
越南廠 越南
海防市		 N/A ⚫表面貼裝型保護元件
⚫溫度傳感器		 2025年Q3
中山廠 廣東 151,300平方米 ⚫保護元件
⚫溫度傳感器		 2025年Q2

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THINKING ELECTRONIC INDUSTRIAL CO., LTD.

興勤

電子產品安全與效率運作的支柱

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