突发爆炸!刚刚,暴跌!
券商中国·2025-07-14 02:33

Core Viewpoint - The explosion at the "super battery factory" in Kaohsiung, Taiwan, has led to injuries and significant stock price drops for the parent company, Taiwan Cement Corporation (台泥集团) [2][10]. Incident Summary - The explosion occurred at 5:04 AM on July 14, resulting in 12 employees and 4 firefighters being injured and sent to the hospital [5][6]. - The cause of the explosion is still under investigation, and the fire department deployed 46 vehicles and 91 personnel to control the fire [6][5]. - The factory is Taiwan's first "super battery factory," producing high-capacity nickel ternary batteries with an annual capacity of 1.8 GW, sufficient to supply batteries for 24,000 electric vehicles per year [7][11]. Stock Market Impact - Following the explosion, Taiwan Cement's stock price fell sharply, dropping over 3% and reaching a new low since the second quarter of 2009, with prices dipping below NT$23 per share [10][3]. - The company had invested nearly NT$20 billion in establishing the super battery factory in 2021, marking a key transition into energy technology [11]. Production and Market Position - The factory employs high standards similar to the semiconductor industry and utilizes self-developed EnergyArk safety cement storage cabinets for energy management [12]. - Despite stable output capabilities and certifications from major international clients, the company is currently not profitable, with monthly shipments of 7 to 8 million batteries against a potential capacity of 20 million [12]. - The company faces challenges due to significant declines in battery prices and increased competition in the international market [13].