
大易橙承接台積電高科技廠房電力工程比重達7至8成,目前在手訂單已突破百億元大關。
半導體電力系統工程廠大易橙(7951)將於10月6日登錄興櫃,每股參考價252元。該公司主要承接台積電高科技廠房電力工程,受惠於全球半導體擴產潮,目前在手訂單已突破百億元,並積極拓展海外市場。
AI-generated summary
大易橙專注於高科技廠房電力系統工程,主要服務對象為台積電,近年隨客戶全球擴產而同步成長。
半導體電力系統工程廠大易橙(7951)將於10月6日登錄興櫃,每股參考價252元。大易橙承接台積電(2330)高科技廠房電力工程的比重約7至8成,隨著大客戶台積電持續推進海內外建廠,大易橙近年來營運規模也快速放大,目前在手訂單已衝破百億元大關。
大易橙主要業務為高科技廠房電力系統工程的施工、測試及維護,服務涵蓋MEP工程、電力內連線、二次配電及一般廠務工程。工程及維護收入為主要營收來源;近年業務範圍延伸至1.5次配電、廠務主系統工程(SP1)及機房(CCD)。
大易橙董事長謝中平表示,大易橙以半導體廠房電力二次配電及內連線工程起家,受惠AI、高效能運算(HPC)、先進製程及全球半導體擴產潮,近年營運規模快速放大,並將台灣高科技廠房電力工程經驗進一步複製至美國、日本、德國及新加坡市場,形成台灣深耕、海外擴張雙軌成長策略。
謝中平指出,大易橙針對半導體建廠工期緊湊、機台進場時程彈性需求高的產業特性,已建立標準化施工、材料耗損與人力調度機制。由於晶圓廠二次配工程通常由多家廠商共同承攬,大易橙憑藉施工效率與快速調派人力能力,部分案場可進一步接手進度落後廠商的機台配額,擴大實際承攬規模,朝高科技廠房整合工程服務發展。
隨著台積電持續推進海外佈局,大易橙也陸續於日本熊本、美國亞利桑那、新加坡及德國設立或收購子公司。截至今年8月,海外子公司營收占比已達30%。
從財務數字來看,大易橙2024年營收11.50億元,2025年成長至26.59億元,年增131.18%,稅後盈餘3.95億元,每股稅後盈餘為23.3元。今年上半年合併營收達25.06億元,稅後盈餘3.17億元,每股稅後盈餘15.47元。
AI outlook — possibilities, not facts
大易橙於10月6日正式登錄興櫃交易
Very likely · Within days

China's services exports are growing, with AI-generated microdramas emerging as a significant digital export. These short-form, smartphone-optimized entertainment products are scaling globally, marking a shift from traditional manufacturing-led trade.
According to the 2026 Top 100 Global Auto Parts Suppliers list, China has 17 companies on the list, surpassing Virtue for the first time and second only to Japan. Relying on its advantages in the new energy vehicle industry, China's supply chain is reshaping the global automotive industry landscape through technology output and in-depth integration.

Fubon Group held the "Tsai Man Tsai Taiwan Contribution Award" award ceremony. Chairman Tsai Ming-chung and Tsai Ming-hsing attended the interview. They were optimistic that the AI industry dividend would drive Taiwan's long-term competitive advantage. They were optimistic about next year's economic growth and the Taiwan stock market's challenge of 50,000 points. They believed that Taiwan's industrial chain has diversified advantages in the global AI infrastructure construction.

Due to consecutive years of losses and sluggish trading volume, Weige Bakery, which is famous for its pineapple cakes, has voluntarily applied to terminate its counter trading after a board of directors resolution. The counter buying center confirmed that it will take effect from October 20. The company stated that it will continue to conduct public offerings and conduct business transformation, and will evaluate and re-login after its performance improves.

Hong Kong's historic Sincere department store will close its flagship branch in the Central business district in early December after 126 years, following failed lease renewal negotiations with the landlord.

Bakai Bank was granted a restricted banking license by the Hong Kong Monetary Authority, becoming the first Central Asian bank to establish a business presence in the Asia-Pacific region. The bank will be committed to meeting the needs of enterprises and financial institutions in trade, payment and treasury solutions, and promoting trade and investment in the Central Asia and Asia-Pacific Economic Corridor.