Tainergy Tech Co., Ltd. · TWSE:4934
Tainergy Tech — Investor Presentation (December 2023)
22 slides from Tainergy Tech's investor presentation, Dec 20, 2023
Slide 1: Tainergy Report -2023
Tainergy Report -2023 2023/12/20
Slide 2: Safe Harbor Notice
2 免責聲明及保密規定 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 sta
Slide 3: Outline
3 Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion
Slide 4: Outline
4 Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion
Slide 5: Investment structure
5 Investment structure Tainergy(4934) equity method investment： NTD2.25 bill. Paid-in share Investment investment company Invested company Zhongli, Taiwan capital ratio Star Solar New Tainergy TW NT$ 14 M 35.70% Energy 47.66% Suzhou Kenmec Taisic Tainergy Vietnergy Tainergy Kunshan Property RMB$ 252
Slide 6: Company Profile
6 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
7 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 500
Slide 8: Company Profile - Taisic
8 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 8.8%, Hon Yuan International Investment 10% ⑦Date of Lis
Slide 9: Outline
9 Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion
Slide 10: 2023 Q3 Income Statement
10 2023 Q3 Income Statement Unit: NT$ million EPS NT$ dollar 2023 Q1 Q2 Q3 Q1~Q3 Accounting Title Amt Amt Amt Amt % Net Sales 630 712 649 1,991 100 cost of sales 539 610 503 1,651 83 Gross profit 91 102 147 339 17 Operating Profit (4) 5 21 22 1 Profit Before Tax 17 33 63 112 6 Net Income 16 32 61 11
Slide 11: 2023 Q3 Balance sheet
11 2023 Q3 Balance sheet Unit: NT$ million Q1 Q2 Q3 Accounting Title Amt Amt Amt Current assets 1,695 1,740 1,705 Non-current assets 1,630 1,635 1,617 Total assets 3,325 3,374 3,322 Current liabilities 556 604 477 Non-current liabilities 245 228 216 Total liabilities 801 832 693 Ordinary share 2,250
Slide 12: 2023 Q3 Cash Flows
12 2023 Q3 Cash Flows Unit: NT$ million Accounting Title 1/1-3/31 1/1-6/30 1/1-9/30 cash from operating 79 91 497 activities cashfrom investing (7) (41) (391) activities cash from financing (64) (81) (126) activities others (0) (8) 1 net cash flow 8 (38) (19) beginning balance 770 770 770 ending bal
Slide 13: Outline
13 Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion
Slide 14: TAINERGY-Solar Cell
14 TAINERGY-Solar Cell Bifacial Mono PERC Cells Bifacial Mono PERC Cells 166mm (M6) 9BB Half-cut 182.2mm (M10) 10BB Half-cut
Slide 15: Tainergy-Solar system operation
15 Tainergy-Solar system operation 202301-11 project title KW income (thousand NTD) Chiayi Minxiong 209.00 1,014 Pingtung Ligang 499.50 1,846 Changhua Erlin 99.84 517 Changhua Erlin 196.04 862 Chiayi Liujiao 201.50 1,090 Yunlin Erlun 196.30 1,032 Changhua Zhutang 135.72 729 Changhua Fangyuan 320.16
Slide 16: Tainergy-Solar system 1
Tainergy -Solar system 1 ai Yunlin Douliu
Slide 17: Tainergy-Solar system 2
17 Tainergy-Solar system 2
Slide 18: Tainergy-Solar system 3
18 a TAGERG Tainergy-Solar system3
Slide 19: Taisic-SIC Product industry chain
Taisic-SIC Product industry chain 19
Slide 20: Taisic Products-SIC ingot & Substrate
Taisic Products-SIC ingot & Substrate 6”SI Type Substrate 6”N Type Substrate 8”N Type Substrate 4”SI Type Ingot 6" N Type Ingot 8" N Type Ingot
Slide 21: Outline
21 Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion
Slide 22: OERCV Q SA
ns OERCV Q SA
Tainergy Tech — Investor Presentation (December 2023) on 6ix