Grand Pacific Petrochemical Corp. · TWSE:1312
Grand Pacific Petrochemical — 2022 Investor Conference
19 slides from Grand Pacific Petrochemical's conference presentation, 2022
Slide 1: Company facts: founded 1973, capital, revenue, employees
成立時間 1973年 股本 92.7億元 營收 142 億元 (2022Q1-Q3) 員工人數 413人 (2022Q3)
Slide 2: Grand Pacific Petrochemical Corporation
74} Ap hte Re A hee A 10D Grano Paciric PETROC sHEMICAL CORPORATION aN es NA Re — > MRS _ ‘ je Set - Q&A
Slide 3: aN DASOLERDA aA
aN DASOLERDA aA GRAND PACIFIC PETROCHEMICAL CORPORATION — > BRS
Slide 4: DAAWMEREA aA
ai DAAWMEREA aA GRAND PACIFIC PETROCHEMICAL CORPORATION Bil: Paes _ A | sosee 109 E oze | 10em=s| 11eH=s B27 A 20,468 16,576 22,547 16,817 14,236 B= ya 17,829 13,469 17,904 12,970 13,437 BZA 2,639 3,107 4,643 3,847 799 AR 13% 19% 21% 23% 6% 2227 1,269 1,350 1,730 1,262 1,188 BS All 1,370 1,757 2,913
Slide 5: a DF Awek REALE A
a DF Awek REALE A GRAND PACIFIC PETROCHEMICAL CORPORATION SM 41% ABS/PS 33%
Slide 6: a QAO REA LGA
GRAND PACIFIC PETROCHEMICAL CORPORATION a QAO REA LGA AY AS DAT a ee a 7 | age =| toe | snot ABSBELE (%) 13.51 1432 19,79 ELLER (%) 461.53 4d8,12 34253 RELL (%) 393.58 405.22 284.06 EN FRRBS (x) 752 6.63 8.97 FEAWARR 48 55 FARBER) 976 9.36 10.22 THSe AR 7 38 eae (%) 8.23 1481 17.28
Slide 7: aN DASOLERDA aA
aN DASOLERDA aA GRAND PACIFIC PETROCHEMICAL CORPORATION > RB
Slide 8: DAAWMEREA aA
DAAWMEREA aA a GRAND PACIFIC PETROCHEMICAL CORPORATION PS » EPS » ABS + SBR > SBL + TPE » UPR 3CIb ax > FARRER + AR #ef - xXEna Bc 3CINaR > GLSS < ARBH Ati KM . Mans {bE Ss » Hand L - Sf Aisake AS SFOS. > 3K. BB 8h
Slide 9: 影響產業因素
影響產業因素 新冠疫情造成供應與需求兩端異常的變動 地緣政治緊張與貿易戰使全球化面臨破碎 應對通膨措施所致的景氣收縮 產能快速擴張加劇了供過於求
Slide 10: a DASE REA LE A
a DASE REA LE A GRAND PACIFIC PETROCHEMICAL CORPORATION % Sc db 6b SS to CL \é5 ae Be 2 SE Sk es SS China mall Rest of world =Total demand 2019 2020 2021 2022e 2023f
Slide 11: a Qe awiek MALE A
a Qe awiek MALE A GRAND PACIFIC PETROCHEMICAL CORPORATION Li =I a] A Be AR CO th 4 == ‘000 MT m Export = Import 4,000 3,000 2,000 1,000 ° a (1,000) 2018 2019 2020 2021 2022 Q3
Slide 12: aN DF Awek REALE A
GRAND PACIFIC PETROCHEMICAL CORPORATION aN DF Awek REALE A sax ira » / 25 | fi — ch BA oe SM ——Ps mre EPS - 2022/11/1 -2022/9/1 -2022/7/1 F 2022/5/1 2022/3/1 2022/1/1 + 2021/11/1 2021/9/1 2021/7/1 2021/5/1 2021/3/1 2021/1/1 Aa NF
Slide 13: a QA bie Aa A
a QA 4 bie Aa A GRAND PACIFIC PETROCHEMICAL CORPORATION ASO ifn Go JN fa 48 ts GaC2 mBZ —SM 2021Q1 2021Q2 202103 202104 2022Q1 2022Q2 2022Q3 202204
Slide 14: 出貨數量 (MT)
出貨數量 (MT) 1. 不含汽電與氫氣。 2. Q1 SM3 歲修。 3. Q3 需求放緩產量減少。
Slide 15: ABS亞洲價格趨勢
aN DF Awek REALE A GRAND PACIFIC PETROCHEMICAL CORPORATION ABSS2 NN (Eth ta a _ Dee 3,000 GSM AN BD =—ABS 2021Q1 2021Q2 202103 202104 2022Q1 2022Q2 202203 202204
Slide 16: 中國大陸ABS供需
aN DASE REA LE A Ty GRAND PACIFIC PETROCHEMICAL CORPORATION ZK BEABS RS ‘000 MT 8,000 6,000 4,000 - | | 0) 2018 2019 2020 2021 2022e 2023f | mR EE EC
Slide 17: aN DF Awek REALE A
aN DF Awek REALE A GRAND PACIFIC PETROCHEMICAL CORPORATION FERE66 52 NIB 18 a > —_—_ 2020Q4 2021Q1 2021Q2 202103 2021Q4 2022Q1 2022Q2 202203 AN ft BD s==PA66 ————PAG =——=AA o=—=BZ
Slide 18: 免責聲明
免責聲明 本報告內容所包含之未來展望有可能因各種因素的變動以致實際情況與報告內 容出現極大的差異。 本公司聲明對於本報告所包含之未來展望的全部資料內容不保證其正確與完整， 市場資訊或環境若有任何異動本公司亦無更新的義務。
Slide 19: aN DASOLERDA aA
aN DASOLERDA aA GRAND PACIFIC PETROCHEMICAL CORPORATION
Grand Pacific Petrochemical — 2022 Investor Conference on 6ix