Fortune Electric Co., Ltd. · TWSE:1519
Fortune Electric — Conference Presentation (December 2021)
29 slides from Fortune Electric's conference presentation, Dec 14, 2021
Slide 1: Fortune Electric Co., Ltd.
Fortune Electric Co., Ltd. TWSE Code：1519 2021/12/14
Slide 2: Safe Harbor Notice
Safe Harbor Notice This Presentation contains certain forward-looking statements that are based on current expectation and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Except as r
Slide 3: 1-1 Company Overview
1-1 Company Overview Type of Heavy Electric Type of TWSE Listed Business Establishment Aug 26th, 1969 Lising Date April 16th, 1997 Chairman Pedro Hsu President/CEO Ted Hsu/Ithen Hsu Capital TWD 2.61 Billion Employees Global 1,000 Equipment: Transformers, Switchgear, PV BOX, Panel, Transformer Smart
Slide 4: 1-2 Company Profile (1)
1-2 Company Profile(1) Zhongli Plant Guanyin Plant #2 Guanyin Plant #3 Taichung Plant FORTUNE ELECTRIC 4
Slide 5: 1-2 Company Profile (2) – Wuhan Plant
1-2 Company Profile (2) – Wuhan Plant 110kV Power 230kV Power Transformer exported Transformer to Myanmar Power Company FORTUNE ELECTRIC FR3 Transformer 5
Slide 6: 2-1 Product Description
2-1 Product Description In August 2019, completed and exported a record-breaking 530kV 775MVA power PV BOX DC Switch gear for Taipei MRT transformer to an US utility. System (DC 750V 6,000A) 23kV Switchgear 24kV GIS Exported Australian PV BOX FORTUNE ELECTRIC 6
Slide 7: 2-2 The Most Completed Product Line
2-2 The Most Completed Product Line Step-up 345kV~500kV 1 power transformers Substation type 161kV power 2 transformers Substation type 69kV power 3 transformers 4 Distribution pole/pad transformers Transformers for industrial 5 applications System pre-planning, 6 replacement & specification require
Slide 8: 2-3 FE's Green Power Products in Smart Grid
2-3 FE’s Green Power Products in Smart Grid FORTUNE ELECTRIC 8
Slide 9: 2-4 Export Market Leader (1/2)
2-4 Export Market Leader (1/2) Continue to deliver nearly 70 units to the United States, Australia, Japan, Southeast Asia and other local installations in 2021. FORTUNE ELECTRIC 9
Slide 10: 2-4 Export Market Leader (2/2)
2-4 Export Market Leader (2/2) Overcome transportation challenges. FORTUNE ELECTRIC 10
Slide 11: 2-5 Performance of Offshore Wind (1/3)
2-5 Performance of Offshore Wind (1/3) In September 2021, the Formosa II’s 161kV (Awarded by the employer substation and onshore system were early for early completion) completed and integrated into the grid In 2018, the second phase of Formosa I’s 161kV substation and onshore system were awarded to
Slide 12: 2-5 Performance of Offshore Wind (2/3)
2-5 Performance of Offshore Wind (2/3) 2019/10 2020~ Delivery of the In 2020, Continued delivery of In 2020, the implementation of the First 33kV Wind 33kV Wind Turbine Modules, tower/fan/tower assembly project so far Turbine Module approx. 21 sets. FORTUNE ELECTRIC 12
Slide 13: 2-5 Performance of Offshore Wind (3/3)
2-5 Performance of Offshore Wind (3/3) Perform offshore wind turbine assembly operations in 2021 2020~ 2021~ FORTUNE ELECTRIC 13
Slide 14: 2-6 Performance of Ground-Mounted Solar
2-6 Performance of Ground-Mounted Solar In March 2021, the Taiwan’s Largest solar project 150MWp in Tainan Yantian started its commercial operation. (In April 2020, completed 40MW on-grid commissioning . In June, completed the floating type solar for 5.6MWp and integrated into grid. In February 2021
Slide 15: 3-1 Opportunities and challenges: Four Pillars
3-1 Opportunities and challenges: grasp green energy business opportunities and overcome business challenges. TPC Markets Raw materials Strategic surge and lack inventory of materials Exporting Four Green Shipping costs Markets Energy Pillars have increased Merge significantly Exchange loss Revenue
Slide 16: 3-2 Percentage of Products for 2020
3-2 Percentage of Products for 2020 Others: including transformer installation / maintenance works, sale of materials / spare parts, et FORTUNE ELECTRIC 16
Slide 17: 3-3 Percentage of Products for 2020/1~10
3-3 Percentage of Products for 2020/1~10 Others Electricity sales 11.64% revenue 49.35% Transformers 0.15% 13.86% Panel (90% is green power project ) 4.38% Distribution equipment Construction 20.62% Transformers 49.35% 20.62% Construction 0.15% Electricity sales revenue Distribution equipment Panel
Slide 18: 3-4 Percentage of Domestic and Exporting
3-4 Percentage of Domestic and Exporting FORTUNE ELECTRIC 18
Slide 19: 3-5 Revenue Grew Steadily
3-5 Revenue Grew Steadily FORTUNE ELECTRIC 19
Slide 20: 3-6 Consolidated Financial Simple Highlights
3-6 Consolidated Financial Simple Highlights Fortune Electric Co., Ltd. and Subsidiaries Consolidated Financial Simple Highlights Unit：NTD in Thousands 2021Q3 2020Q3 Item Amount % Amount % Property, plant and equipment 1,965,382 19% 1,989,545 20% TOTAL Assets 10,206,454 100% 9,946,043 100% Interest-
Slide 21: 4-1 Technology Continues to Improve
4-1 Technology Continues to Improve Due to the Covid-19 impact in 2021，Fortune Electric adjust business management model, bid project on line、long distance examination，growth against the trend. 230/115kV-280MVA 232.5/26kV-460MVA 115kV-110MVA 500/13.8kV-225MVA FORTUNE ELECTRIC 21
Slide 22: 4-2 R&D Innovation Performance is Affirmed
4-2 R&D Innovation Performance is Affirmed FORTUNE ELECTRIC 22
Slide 23: 5-1 Electric vehicle industry total solution capabilities
5-1 Electric vehicle industry total solution capabilities 2021 Widely Recognized by Integrated Electric Vehicle Charging Value Chain EV Charger Carmaker Cooperation DC Charger BENZ、LEXUS Total solution for EV charging 30kW~120kW PORSCHE、American Brand 180kW~480kW DC super charging construc
Slide 24: 5-2 Continuously building domestic charging operation network
5-2 2021 Continuously building domestic charging operation network New Taipei City Taoyuan Taipei Continuously build up charging stations from north to south Taiwan, including DC Wanli station hotels, shopping malls, science parks, DC Taoyuan station DC Neihu station Taipei New Taipei City commercia
Slide 25: 5-3 Cooperation with Car Manufacturers
5-3 Cooperation with Car Manufacturers Carmaker Destination charging Carmaker Destination charging station station Home charging Charging Depot (AC station) (DC station) Station Operator Equipment Construction Equipment Construction Equipment Installation American depot OEM +More Benz Lexus Porsche
Slide 26: 6 Electrical/Green Power Control/MRT Power System Construction
6 Electrical/Green Power Control/ MRT Power System Construction Electrical and Mechanical Construction(Public/Private) Construction in Process • Social Housing in Beitou District of Taipei City Construction Project Green Power and Electric Power Control Construction in Process • Taipower Substation
Slide 27: 7-1 FEHV Smart Factories (1/2)
7-1 FEHV Smart Factories(1/2) Quality Control Energy Management AIoT Application Application FORTUNE ELECTRIC 27
Slide 28: 7-1 FEHV Smart Factories (2/2)
7-1 FEHV Smart Factories(2/2) IT and OT data integration, real-time control of man,machine,material production progress information, and using data visualization for factory management. FORTUNE ELECTRIC 28
Slide 29: Thank You for Your Attention.
Thank You for Your Attention. FORTUNE ELECTRIC 29
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