Slide 1: Tainergy Report 2024
Tainergy Report -2024 2024/12/27
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) NTD 2.25 bill. Zhongli, Taiwan 47.66% 80% 35.7% Equity-Method Taisic Tainergy Vietnergy TAI VISION Thuntech Star Solar NTD 0.5 bill. Samoa USD 46.5 mill. NTD 30 mill. NTD 5 mill. NTD 14 mill. Zhongli, Taiwan USD 70 mill. Hanoi, Vietnam Pingzhen,Taiwan Nangang,Ta
Slide 6: Company Profile
6 Company Profile Tainergy Group Solar Cell Sales and Real Estate Leasing SIC Contact Lenses Smart Industry Control Entity Products:Solar Cell ① Solar-related Products ① Self-made long-crystalline SiC ① Daily/Monthly Lenses - Clear production base: Han ① EVSE Turnkey wafers and seeds Blue/ Colored L
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 General Manage：YI-KUANG CHEN ⑤Ownership structure：Kenmec 27.20% ⑥Employees : About 330
Slide 8: Company Profile - Taisic
8 Company Profile -Taisic ①TAISIC MATERIALS CORP. ②Formerly known as the SiC business group established at the end in 2018 of Tainergy ③Founded in ：2020/６ ④Capital：NTD0.5 bill. ⑤President：Kevin ,HSIEH General Manage：Vincent ,HSIEH Major shareholder Tainergy47.66%, Kenmec 8.8%, Hon Yuan Internation
Slide 9: Outline
9 Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion
Slide 10: 2024 Q3 Income Statement
10 2024 Q3 Income Statement Unit: NT$ million EPS NT$ dollar 2024 Q1 Q2 Q3 Q1~Q3 Accounting Title Amt Amt Amt Amt % Net Sales 71 198 74 343 100 cost of sales 123 200 108 431 126 Gross profit (52) (2) (34) (88) (26) Operating Expense 80 101 98 279 81 Operating Profit (132) (103) (132) (367) (107) Oth
Slide 11: 2024 Q3 Balance sheet
11 2024 Q3 Balance sheet Unit: NT$ million Q1 Q2 Q3 Accounting Title Amt Amt Amt Current assets 1,494 1,459 1,311 Non-current assets 1,499 1,475 1,631 Total assets 2,994 2,934 2,942 Current liabilities 573 579 691 Non-current liabilities 204 197 197 Total liabilities 777 776 888 Ordinary share 2,250
Slide 12: 2024 Q3 Cash Flows
12 2024 Q3 Cash Flows Unit: NT$ million Accounting Title 1/1-3/31 1/1-6/30 1/1-9/30 cash from operating activities 53 47 (340)Note 1 cashfrom investing activities (32) 3 28 cash from financing activities 20 8 (1) others 4 (2) 4 net cash flow 46 57 (310) beginning balance 768 768 768 ending balance 8
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 202401-11 project title KW income ( NT$ million ) Chiayi Minxiong 209.00 1 Pingtung Ligang 499.50 2 Changhua Erlin 99.84 0 Changhua Erlin 196.04 1 Chiayi Liujiao 201.50 1 Yunlin Erlun 196.30 1 Changhua Zhutang 135.72 1 Changhua Fangyuan 320.16 2 Yunlin Douliu 1,317
Slide 16: Tainergy-Solar system 1
16 Tainergy-Solar system 1 rayeRcy -a ee Yunlin Douliu
Slide 17: Tainergy-Solar system 2
17 Tainergy-Solar system 2
Slide 18: 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 18
Slide 19: Taisic Products-SiC ingot & Substrate
Taisic Products-SIC ingot & Substrate 19
Slide 20: TAI VISION Brand
20 TAI VISION Brand Boost Your Confidence, Enhance Your Beauty
Slide 21: Product Categories
21 Product Categories Comprehensive Product Offering Package Color Product Category Product Name Quantity Options 59% Water Blue Daily Lenses 30 - Economic Options 58% Colored Daily Lenses 10 2 38% Colored Monthly 1 5 Lenses 55% Blue Light Blocking 30 - Water Blue Daily Lenses Functional Options 55%
Slide 22: 59% Water Blue Daily Lenses
59% Water Blue Daily Lenses 22 ＆58% Colored Daily Lenses • Triple Moisturizing Ingredients (HPMC / PEG / PVP) • Affordable • Water Blue 30-packColored Lenses 10- pack
Slide 23: Disposable Full Series
55% Blue Light Blocking Daily 23 Disposable Full Series • New Generation Clear Blue Light Blocking Lens es (30-pack) • Certified Blue Light Blocking ≤ 40%, reducing f atigue from prolonged 3C device use • Provides a clearer and more comfortable visual experience • Korean-style aesthetic lens design
Slide 24: 38% Colored Monthly Disposable Lenses
38% Colored Monthly Disposable 24 Lenses •Single-Piece Packaging Design, Hassle-Free Purchase for Different Prescriptions in Both Eyes •Korean-Style Aesthetic Lens Design •Affordable and Economical
Slide 25: Daily Disposable Lenses
60% Silicone Hydrogel Water Blue 25 Daily Disposable Lenses • Innovative 60% High-Water Content Silicone Hydrogel Lenses • Effectively reduces lens foreign body sensation • High oxygen permeability (DK/T 100) to minimize redness, meeting long-wear needs • Easily achieve high-quality, highly breathab
Slide 26: EVSE
(a EVSE raze THUNTECH RAHRROHARAA Architecture Electric Vehicle Supply Equipment (EVSE) Key Components for DC * Charging Module: 30kW / 40kW * Charging Plug: Air / Liquid Chilling * Control Board * CDU (Optional) * Breaker / Relay Source : https://tritiumcharging.com/wp-content/uploads/2024/11/Triti
Slide 27: Outline
27 Outline 1.Company Profile 2.Financial information 3.Products 4.Deep Discussion
Slide 28: Q&A
Q&A