豪勉科技 (HAUMAN) [6218 TT]
114年第二季法人說明會 (Q2 2025 Investor Conference)
日期: 114年9月16日 (September 16, 2025)
Slogan: Applications Service Provider
公司概況 (Company Overview)
- 實收資本額 (Paid-in Capital): NT$642,620K
- 創立年度 (Founding Year): 1979
- 股票上櫃 (Listed on OTC): 2003
- 認證 (Certifications):
- ISO 9001認證
- ISO 27001認證
- 員工人數 (Number of Employees): 200名
- 員工分布地區 (Employee Distribution): 台灣 (Taiwan), 大陸 (Mainland China), 美西 (US West Coast)
- 營業領域 (Business Segments):
- 資通訊系統整合維運 (ICT System Integration and Operations & Maintenance)
- 半導體LED設備製造 (Semiconductor LED Equipment Manufacturing)
產品、服務與技術 (Products, Services & Technology)
1. 資通訊系統整合維運 (ICT System Integration and Operations & Maintenance)
提供 7x24 ISO品質認證應用服務 (Providing 7x24, ISO Quality Certified Application Services).
Network (網路)
- 服務項目: L2-L4 Switch, Router, Wireless, Radio Frequency (RF)
- 主要合作夥伴/廠商:
Extreme Networks, Aruba (a Hewlett Packard Enterprise company), Juniper Networks, Cisco, Ruckus Commscope, A10, BTI Wireless, RFS
Security (資安)
- 服務項目: NGFW/WAF/DB Firewall / IPS, DDoS/SSL VPN, Power user administration, EDR/MDR
- 主要合作夥伴/廠商:
Fortinet, Palo Alto Networks, CyCraft (奧義智慧科技), Arbor Networks, Ivanti, Imperva, Juniper Networks, Gigamon, Firemon, ObserveIT (Proofpoint), Trend Micro, Symantec (Broadcom Software)
System (系統)
- 服務項目: Server, Storage, Private Cloud
- 主要合作夥伴/廠商:
Dell Technologies, Hewlett Packard Enterprise, Nutanix, NetApp, Synology
Application (應用)
- 服務項目: Big Data, Server Virtualization, Desktop Virtualization, Application Virtualization, Backup solutions
- 主要合作夥伴/廠商:
Splunk, Progress WhatsUp, Nakivo, VMware, Veeam
客戶分析 (Customer Analysis) (2024/1/1~2025/6/30 營收數字)
- 企業 (Enterprise): 46%
代表客戶: Carrefour (家樂福), Wistron, MediaTek (聯發科技), Cathay General Hospital (國泰綜合醫院) - 電信 (Telecom): 23%
代表客戶: 中華電信 (Chunghwa Telecom) - 政府 (Government): 17%
代表客戶: 中華郵政 (Chunghwa Post), 中央銀行 (Central Bank) - 教育 (Education): 7%
代表客戶: 國立臺灣大學 (National Taiwan University) - 金融 (Finance): 4%
代表客戶: 中央銀行 (Central Bank) - 醫療 (Healthcare): 3%
代表客戶: 國泰綜合醫院 (Cathay General Hospital)
2. 半導體LED設備製造 (Semiconductor LED Equipment Manufacturing)
LED光電測試解決方案 (LED Optoelectronic Test Solutions)
- HP1000-V5P: Installed over 2,600 sets (Since 2013)
- HFP1000: Mini LED Flip-Chip, Higher performance
- HVP1000: PIV Near/Far Field
IC晶片及特殊封裝模組外觀檢測機 (IC Chip and Special Package Module Inspection Machine)
- 應用範圍 (Application Scope):
- IC 封裝測試廠 (IC Packaging and Testing Plants)
- CIS 封裝測試廠 (CIS Packaging and Testing Plants)
- 特殊封裝模組封裝測試廠 (Special Package Module Packaging and Testing Plants)
Novtek記憶體耐讀寫測試機 (Memory Endurance Tester)
- 產品名稱: Novtek NTS3800 MEMORY CYCLING SYSTEM
- 適用產品 (Applicable Products):
FLASH Memories, MASK ROM, EPROM, E2PROM, R-RAM (new), M-RAM (new)
太陽能產業 (Solar Industry)
- VITRONIC - Inspection System:
- VINSPEC ARC (Texturing and Anti Reflection Coating)
- VINSPEC PI (Metallization)
- VINSPEC CTS (Cell Tester/Sorter)
- Halm - High Precision IV-Measurement Systems
半導體產業 (Semiconductor Industry)
- SUHWOO - Strip Grinding System: SG2000X
- 指定機台 (Designated Equipment): Apple, Huawei
代表客戶 (Key Customers)
- Semiconductor (半導體): TSMC, SPIL, Texas Instruments
- LED: Epistar, Sanan Optoelectronics (三安光电), Jiangxi Changelight Co., Ltd. (江西乾照光电有限公司)
- PV (Solar): TSEC (Taiwan Solar Energy), Inventec Solar Energy, URE (United Renewable Energy Co., Ltd. 聯合再生能源股份有限公司)
財務數字報告 (Financial Figures Report)
上半年度營收利益比較 (H1 Revenue and Profit Comparison)
(單位: 新台幣千元, NT$ Thousand)
| 項目 (Item) | 1H 24 | 1H 25 | YOY |
|---|---|---|---|
| 營業收入 (Revenue) | 635,665 | 722,482 | 14% |
| 營業毛利 (Gross Profit) | 81,094 | 90,735 | 12% |
| 營業淨損 (Operating Loss) | (86,560) | (56,330) | -35% |
| EPS (NT$) | (0.75) | (0.42) |
營業收入分析 (Revenue Analysis)
(單位: 新台幣千元, NT$ Thousand)
| 項目 (Item) | 1H 24 | 1H 25 | 1H 24 % (Approx.) | 1H 25 % (Approx.) |
|---|---|---|---|---|
| 資訊網路週邊 (ICT Network Peripherals) | 427,956 | 504,067 | 67% | 70% |
| 半導體代理及自製 (Semiconductor Agency & Manufacturing) | 41,741 | 60,600 | 7% | 8% |
| 維修收入 (Maintenance Revenue) | 113,354 | 110,541 | 18% | 15% |
| 勞務收入 (Service Revenue) | 12,294 | 10,188 | ||
| 其他 (Other) | 40,320 | 37,086 |
更多資訊 (More Information)
欲瞭解更多訊息,請造訪官網 (For more information, please visit our official website):
https://www.hauman.com.tw