新鋼工業股份有限公司 (SINKANG INDUSTRIES CO., LTD.) 2025年法人說明會
Company Overview
- Company Name: 新鋼工業股份有限公司 (SINKANG INDUSTRIES CO., LTD.)
- Stock Code: 2032
- Event: 2025年法人說明會 (2025 Institutional Investor Conference)
- Date: 114.8.1 (August 1, 2025, based on Minguo calendar)
Disclaimer (免責聲明)
- The "forward-looking information" in this presentation is based on the company's own observations and market information.
- The forward-looking information includes predictions of the company's future operations, financial performance, and business results.
Agenda (大綱)
- 公司簡介 (Company Profile)
- 市場及產業概況 (Market and Industry Overview)
- 營運成果 (Operating Results)
- 交流時間 (Q&A Session)
Company Profile (公司簡介)
- Founding Date: July 10, 1971
- Listing Date: September 11, 2000
- Capital (Paid-in Shares): NT$1,305 million (130,521,545 shares)
- Number of Employees: Approx. 170 people
- Chairman: 蔡政廷 (Tsai Cheng-Ting)
- General Manager: 成主賜 (Cheng Chu-Tzu)
- Main Business Operations: Processing and sales of stainless steel materials
- Headquarters Address: No. 8, Da'an Rd., Xinzhuang Dist., New Taipei City
Human Resources (人力資源)
- Average Employee Age: 47 years old
- Average Age Ratio:
- Under 20: 0%
- 21-39 years old: 19%
- 40-59 years old: 65%
- Over 60: 16%
Service Locations (服務據點)
- 台北總公司 (Taipei Headquarters - Xinzhuang Plant):
- Business Line: (02)22020172
- Service Area: Northern Taiwan, Taoyuan, Hsinchu, Miaoli, Yilan, Hualien
- 台中營業所 (Taichung Sales Office):
- Service Line: (04)23357606
- Service Area: Miaoli, Taichung, Changhua, Nantou, Yunlin
- 台南辦事處 (Tainan Office):
- Service Line: (06)2542452-3
- Service Area: Chiayi, Tainan
- 高雄營業所 (Kaohsiung Sales Office):
- Service Line: (07)3724707-8
- Service Area: Kaohsiung, Pingtung, Taitung
Industry Characteristics (行業特性)
- Upstream: Steelmaking -> Hot Rolling -> Cold Rolling
- Key Upstream Players: Tang Eng, Yieh United, Dong Meng, Walsin Lihwa
- Sinkang Industries Co., Ltd.:
- Secondary Processing: Surface Treatment
- Leveling, Shearing: Cutting, Slitting, Rewinding
- Downstream Applications:
- Food Industry
- Machinery Manufacturing
- Petrochemical Industry
- Medical Devices
- Office Equipment
- Transportation Tools
- Electrical Equipment
- Home Appliances
- Building Decoration
- Catering Equipment Industry
- Mobile Devices
Machine Processing Capability (機台加工能力)
| Equipment Name | Thickness (mm) | Width (mm) | Length (mm) | Quantity (Units) |
|---|---|---|---|---|
| Flying Shear Leveler | 0.3~3.0 | 50~1560 | 100~6100 | 6 |
| Wet Coil Sanding Machine | 0.4~3.0 | 500~1570 | - | 2 |
| Sheet Sanding Machine | 0.6~3.0 | 700~1570 | 1220~5000 | 2 |
| Coil Slitting Machine | 0.3~6.0 | 16~1570 | - | 3 |
| Coil Rewinding Machine | 0.3~0.8 | 550~1250 | - | 1 |
| Sheet Shearing Machine | 0.3~6.0 | Max.4050 | - | 7 |
| PVC Laminating Machine | 0.3~3.0 | Below 1570 | Below 4000 | 2 |
Main Production Centers (主要生產中心)
- 新莊廠 (Xinzhuang Plant)
- Capabilities: Shearing, Leveling; Cutting, Slitting, Rewinding
- 大園廠 (Dayuan Plant)
- Capabilities: Surface Treatment; Cutting, Slitting, Rewinding
Market & Industry Overview
-
Business Climate Index (2025年6月)
- Manufacturing: 85.88 (-0.04)
- Services: 88.31 (+3.43)
- Construction: 94.79 (+4.54)
- Data Source: Taiwan Institute of Economic Research (TIER) Business Climate Survey
-
Manufacturing Industry Categories Business Climate Indicators (2024.12-2025.6)
- Category: Metal & Machinery
- Basic Metals: Fluctuating from Blue to Yellow phases
- Metal Products: Fluctuating from Blue to Yellow phases
- Machinery Equipment: More stable with variations
- Data Source: TIER Manufacturing Industry Specific Business Climate
- Category: Metal & Machinery
-
鎳價趨勢 (LME Nickel Spot)
- Prices peaked around October 2024, followed by decline and slight rebound in early 2025.
- Data Source: Anue
-
冷軋不銹鋼捲板 Trends
- Domestic Sales: Fluctuated between 40,000 and 50,000 metric tons.
- Direct Exports: Fluctuating between 15,000 and 35,000 metric tons.
- Inventory: Fluctuating between 90,000 and 130,000 metric tons.
- Data Source: Ministry of Economic Affairs, Department of Statistics
Recent Performance and Results
-
Main Sales by Stainless Steel Series:
- 304 Series: 94%
- 400 Series: 4%
- 316 Series: 2%
-
Sales Statistics by Industry:
- Fireproof Building Materials: 28%
- Processing & Manufacturing: 31%
- Wholesale Processing: 19%
- Electrical Equipment: 6%
- Machinery Manufacturing: 5%
- Catering Equipment Industry: 7%
- Transportation Tools: 2%
- Home Appliances: 1%
- Other Industries: 1%
Products, Services & Technology
- Product Applications - Construction Materials:
- Doors
- Stainless Steel Elevator Doors
- Expanded Metal Mesh for Green Building Facades
- Corrugated Sheets
- Product Applications - Processing & Manufacturing:
- BBQ Grills
- Washing Machine Inner Tubs
- Product Applications - Catering Equipment Industry:
- Refrigerators
- Sinks
- Worktops/Counters
- Product Applications - Machinery Manufacturing:
- Ultrasonic Cleaning Machines
- Ice Makers
- Ice Cream Machines
- Product Applications - Electrical Equipment:
- Double-door Ovens
- Electrical Boxes
- Product Applications - Other Industries:
- Recycling Bins
- Convex Mirrors
- Food Storage Tanks
Financial Highlights and Key Metrics
- Comprehensive Income Statement (單位:新台幣仟元)
| Item | 114Q1 (NT$K) | 114Q1 (%) | 113Q1 (NT$K) | 113Q1 (%) |
|---|---|---|---|---|
| Net Operating Revenue | 768,086 | 100 | 666,893 | 100 |
| Gross Profit | 36,662 | 5 | 32,071 | 5 |
| Operating Profit (Loss) | 10,216 | 1 | 7,360 | 1 |
| Profit (Loss) Before Tax | 26,393 | 3 | 18,691 | 3 |
| Net Profit (Loss) for the Period | 24,733 | 3 | 16,689 | 3 |
| Total Comprehensive Income for the Period | 28,075 | 3 | 16,689 | 3 |
- Financial Ratios Analysis - Operating Capability
| Item | 114Q1 | 113Q1 |
|---|---|---|
| Accounts Receivable Turnover (times) | 4.51 | 4.52 |
| Average Collection Days (days) | 81 | 80.67 |
| Inventory Turnover (times) | 6.06 | 9.21 |
| Average Sales Days (days) | 60.24 | 39.65 |
| Accounts Payable Turnover (times) | 40.05 | 76.66 |
| Property, Plant & Equipment Turnover (times) | 5.99 | 5.10 |
| Total Asset Turnover (times) | 1.46 | 1.39 |
- Financial Ratios Analysis - Profitability
| Item | 114Q1 | 113Q1 |
|---|---|---|
| Return on Assets (%) | 4.70 | 3.47 |
| Return on Equity (%) | 5.83 | 3.99 |
| Pre-tax Net Income to Paid-in Capital Ratio (%) | 8.09 | 5.73 |
| Net Profit Margin (%) | 3.22 | 2.50 |
| Earnings Per Share (NT$) | 0.19 | 0.13 |
- Net Revenue Trend Chart (Unit: NT$ Thousand)
- Annual Revenue (NT$K):
- 106 (2017): 2,789,687
- 107 (2018): 3,067,403
- 108 (2019): 2,844,436
- 109 (2020): 3,266,944
- 110 (2021): 3,489,139
- 111 (2022): 3,361,067
- 112 (2023): 2,862,276
- 113 (2024): 2,968,738
- 114 (2025) (Data Cutoff: March 31): 768,086
- Annual Revenue (NT$K):
Strategic Initiatives and Plans
-
Employee Care
- Regular training on emergency first aid and workplace safety.
- "Happy Workplace Stress Relief Lectures" to promote healthy habits.
-
Workplace Safety Certification
- Obtained ISO 45001:2018 Occupational Health and Safety Management System certification.
- Certifying body: GREAT International Certification Co., Ltd.
- Valid until: September 4, 2025
-
Green Energy - Solar Power
- Installation of solar panels on plant rooftops for renewable energy generation.
Conclusion (報告完畢 敬請指教)
- Report Concluded. Your feedback is welcome.
- Q&A Session
- THANK YOU