Tainergy Tech Co., Ltd. · TWSE:4934
Tainergy Tech — Investor Presentation (December 2022)
22 slides from Tainergy Tech's investor presentation, Dec 28, 2022
Slide 1: 4934 Tainergy Report -2022
4934 Tainergy Report -2022 2022/12/28
Slide 2: Safe Harbor Notice
Safe Harbor Notice The information provided in this presentation contains forward-looking statements. This forward-looking statement will be affected by risks, uncertainties and inferences, some beyond our control, and actual results may differ materially from these forward-looking statements. As a
Slide 3: Outline
Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion 3
Slide 4: Outline
Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion 4
Slide 5: Investment structure
Investment structure Tainergy(4934) equity method investment： Paid-in share Investment investment company Invested company NTD2.25 bill. capital ratio Star Solar New Zhongli, Taiwan Tainergy TW 14 mill. 35.70% Energy Suzhou Kenmec Tainergy Kunshan Property RMB 0.252 bill. 31.75% 47.66% Development T
Slide 6: Company Profile
Company Profile ： SIC 1.Self-made long-crystalline SiC wafers 47.66% and seeds 2. 4”and 6”SI type for 5G communication applications Tainergy 3. 4”and 6”N type for In-vehicle, POWER application 1.Solar mono/poly c cell 4.Self-developed equipment 2.3rd-generation semiconductor material SIC Solar Cell
Slide 7: Company Profile - Tainergy
Company Profile -Tainergy ①TAINERGY TECH CO.,LTD ②Founded in ：2007/5 ③Capital：NTD 2.25 bill. ④President：Frank ,HSIEH ⑤Ownership structure：Kenmec 27.20% ⑥Employees : About 630
Slide 8: Company Profile - Taisic
Company Profile -Taisic ①TAISIC MATERIALS CORP. ②Formerly known as the SiC business group establish ed at the end in 2018 of Tainergy ③Founded in ：2020/６ ④Capital：NTD0.5 bill. ⑤President：Kevin ,HSIEH ⑥major shareholder Tainergy47.66%, Kenmec 8.6%, Hon Yuan International Investment 10% ⑦Date of Listi
Slide 9: Outline
Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion 9
Slide 10: 2022 Q3 Income Statement
2022 Q3 Income Statement Unit: NT$ million EPS NT$ dollar 2022 Q1 Q2 Q3 Q1~Q3 Amoun Accounting Title Amount Amount Amount % t Net Sales 325 569 610 1,505 100 cost of sales 350 529 536 1,415 94 Gross profit (25) 40 75 89 6 Operating Profit (83) (41) (3) (126) (8) Profit Before Tax (86) (44) (5) (135)
Slide 11: 2022 Q3 Balance sheet
2022 Q3 Balance sheet Unit: NT$ million Q1 Q2 Q3 Accounting Title Amount Amount Amount Current assets 2,265 2,063 2,485 Non-current assets 1,705 1,703 1,776 Total assets 3,970 3,765 4,261 Current liabilities 1,943 1,806 1,597 Non-current liabilities 314 273 259 Total liabilities 2,257 2,079 1,855 Or
Slide 12: 2022 Q3 Cash Flows
2022 Q3 Cash Flows Unit: NT$ million 1/1- 1/1- 1/1- Accounting Title 3/31 6/30 9/30 cash from operating activities 188 125 166 cashfrom investing activities (24) (117) (504) cash from financing activities (39) (183) 268 others (2) (1) (5) net cash flow 123 (177) (76) beginning balance 655 655 655 en
Slide 13: Outline
Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion 13
Slide 14: TAINERGY-Solar Cell
TAINERGY-Solar Cell Bifacial Mono PERC Cells Bifacial Mono PERC Cells 166mm (M6) 9BB Half-cut 158.75mm (G1) 5BB Half-cut 14
Slide 15: Tainergy-Solar system operation
Tainergy-Solar system operation 202201-11 project title KW income (thousand NTD) Chiayi Minxiong 209.00 960 Pingtung Ligang 499.50 1,853 Changhua Erlin 99.84 595 Changhua Erlin 196.04 1,153 Chiayi Liujiao 201.50 1,191 Yunlin Erlun 196.30 1,111 Changhua Zhutang 135.72 759 Changhua Fangyuan 320.16 1,6
Slide 16: Tainergy-Solar system 1
Tainergy-Solarsystem1 74ReYSiC
Slide 17: Tainergy-Solar system 2
Tainergy-Solar system 2 17
Slide 18: Tainergy-Solar system 3
TARERGY SiC Changhua Fangyuan ~* & oD) ~ 7) > V) Same & O af > 5) Sen o Zc AS
Slide 19: Taisic-SIC Product industry chain
Taisic-SIC Product industry chain Raw Ingot Substrate Epiwafer IC Component Power materials module Self Single crystal Wafer Epitaxy Wafer IC packaging made growth Finishing fabrication Taisic business scope 19
Slide 20: Taisic Products-SiC ingot & Substrate
Taisic Products-SIC ingot & Substrate 4”SiC Ingot 6” SiC Boule 6” SiC Ingot SI Type N Type Substrate Substrate 4”, 6” 4”, 6” 20
Slide 21: Outline
Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion 21
Slide 22: Tainergy 4934
Tainergy 4934 Entering a new century of carbon-neutral renewable energy/next-generation semiconductors
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