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台积电董事长以鼎泰丰为例谈海外建厂,“美国贵又不好吃”,网民批:你现在才知道,太晚了!
Sou Hu Cai Jing· 2025-06-04 07:41
【环球网报道】据台湾联合新闻网3日报道,台积电董事长魏哲家3日在股东会上,谈及海外设厂成本时语出惊 人。他以"鼎泰丰"为例称,"在台湾与美国吃的价格都不一样,美国贵又不好吃",比喻美国设厂成本高、挑战 多。此话一出,立刻在岛内网络论坛PTT掀起热议,有网民笑称"鼎泰丰躺着也中枪",还有网民表示,"你现在才 知道,太晚了!" 据报道,魏哲家在发言中称,台积电海外布局涵盖美国、日本与德国,产线良率与量产水准一致,不需担心技术 外泄。魏哲家表示,但各地成本不同,他引用鼎泰丰举例,表示"在美国吃(鼎泰丰)贵又不好吃",意指海外生 产不仅成本高,也充满挑战。 报道称,魏哲家这番说法,虽是以生活化比喻带出产业成本问题,但无疑戳中岛内民众对台积电海外设厂的疑虑 与情绪。有网民在PTT发布留言戏称,"鼎泰丰:我没惹你耶""不排除提告"。还有网民质疑,"特朗普听了会不会 不高兴",也有网民批评台积电赴美建厂,"那你干嘛去?说清楚啊""你现在才知道,太晚了!" 尽管台积电已经承诺对美追加投资1000亿美元,美仍宣称要对台加征32%关税,引发岛内各界哗然,抨击民进党 当局吹嘘与美关系"坚如磐石",结果遭遇"背刺"。对此,国台办新闻 ...
腾达科技(001379) - 001379腾达科技投资者关系管理信息20250520
2025-05-20 10:10
证券代码:001379 证券简称:腾达科技 山东腾达紧固科技股份有限公司 投资者关系活动记录表 编号:2025-002 | 投资者关系活 | □特定对象调研□分析师会议 | | --- | --- | | 动类别 | □媒体采访☑业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 通过"同花顺路演平台"参加"腾达科技 年度及 年第一季度业 2024 2025 | | 及人员姓名 | 绩说明会"的网上投资者 | | 时间 | 2025 年 5 月 20 日 (周二) 下午 15:00~16:30 | | 地点 | 同花顺路演平台 | | | (https://board.10jqka.com.cn/rs/pc/detail?roadshowId=1010503) | | 上市公司接待 | 1.董事长陈佩君先生 | | 人员姓名 | 2.独立董事刘亚丕先生 | | | 3.董事会秘书孙艳女士 | | | 4.财务总监鲁丽丽女士 | | | 5.保荐代表人唐听良先生 | | | 公司于 2025 年 5 月 20 日 15:00-16:30 在 同 ...
CBAK Energy(CBAT) - 2025 Q1 - Earnings Call Transcript
2025-05-19 14:02
Financial Data and Key Metrics Changes - The company reported a year-over-year decline of 41% in net revenues, totaling $34.9 million compared to the same period last year [6] - A net loss of $1.64 million was reported, contrasting with a net income of $9.8 million in the same period last year [12] Business Segment Data and Key Metrics Changes - The battery business recorded net revenue of $20.36 million, representing a 54.6% decrease from $44.84 million in the prior year [6] - The electric vehicle business achieved an 11.9% increase, while the light electric vehicle segment saw significant growth of 88.4% [7] - The home energy storage business experienced a 60.4% decline [7] Market Data and Key Metrics Changes - The Nanjing facility continues to maintain strong growth momentum, producing the highly competitive model 32,140, which has emerged as the company's flagship product [8] - The Dalian facility is undergoing a product portfolio upgrade, transitioning to the model 41,35, which is expected to have strong market potential [7][8] Company Strategy and Development Direction - The company is establishing a manufacturing line for model 41,35, with construction expected to be completed in the second half of the year [8] - Plans to expand into Southeast Asia are driven by customer demand, with an agreement in principle for a four-year high-volume purchase agreement [10] - The new Southeast Asian facility is expected to begin production by mid-next year, designed for flexible manufacturing of both model 32,140 and model 41,35 cells [11] Management's Comments on Operating Environment and Future Outlook - Management anticipates a significant recovery beginning next year once the Dalian facility upgrade is completed and model 41,35 is launched [12][13] - The company remains committed to maintaining a healthy gross margin to support the recovery of net income [13] Other Important Information - The company is evaluating the establishment of an overseas manufacturing facility in Southeast Asia and the feasibility of expanding production capacity to the United States [9] - The decision to expand into Southeast Asia is entirely customer-driven, with favorable terms being negotiated [10] Q&A Session Summary Question: Confirmation of expansion goals - The capacity for the Dalian facility remains at 2.3 gigawatt hours, with the Nanjing project adjusted to 1.5 gigawatt hours due to the relocation of an assembly line to Southeast Asia [17][18] Question: Customer confidence in cylindrical cells - The main market for home energy storage systems favors cylindrical cells due to design requirements for high voltage applications [20][21] Question: Demand pull from portable energy customers - Customers are seeking solutions to relocate manufacturing lines overseas, driven by favorable terms and the current tariff situation [24]