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Back看好台灣電力建設市場 南亞結盟韓國最大重電公司
看好台灣電力建設市場 南亞結盟韓國最大重電公司
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自由时报2 hours agoBusiness2 min readChinaView translation

看好台灣電力建設市場 南亞結盟韓國最大重電公司

南亞宣布與南韓LS ELECTRIC合資成立「南亞樂星」,深化重電事業布局,搶攻台灣與美國等國際電力基礎建設市場。

Quick Look

南亞與南韓重電企業LS ELECTRIC合資成立「南亞樂星」,結合雙方優勢拓展台灣及美國等國際重電與電力基礎建設市場,掌握AI資料中心與能源轉型商機。

AI-generated summary

Why It Matters

南亞積極轉型發展重電事業,先前已結盟華城與大同進軍美國等電力基礎建設市場。

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南亞加速重電事業布局,攜手韓國LS ELECTRIC成立「南亞樂星」。

〔記者陳永吉/台北報導〕南亞(1303)繼日前攜手國內重電領導大廠華城(1519)、大同(2371)等同業,結盟進軍美國等電力基礎建設市場後,昨(6)日再宣布與南韓第一大重電暨工業自動化企業LS ELECTRIC合資成立「南亞樂星」公司。

南亞表示,LS ELECTRIC隸屬於韓國LS集團(LS Group),核心業務涵蓋電力設備、輸配電系統、直流(DC)技術及智慧能源解決方案等領域,目前亦積極將在台業務由電力設備供應延伸至工程設計與專案承攬,與南亞持續拓展重電事業、建構全方位電力解決方案的發展方向高度契合。

南亞指出,雙方合資成立「南亞樂星」後,初期將聚焦建立在地化、快速且完整的服務能力,逐步布局投標、工程設計、技術支援等關鍵環節。透過整合LS ELECTRIC在電力設備製造、工程設計及技術服務等領域的專業優勢,以及具備完整美國UL認證產品線,結合南亞在台灣既有的製造基礎與EPC(工程、採購及施工)網絡,發揮雙方資源與專業互補效益,提升整體市場競爭力,積極掌握台灣電力基礎建設市場的成長契機;未來更將持續深化雙方合作,進一步拓展美國等國際重電市場,擴大電力事業版圖。

南亞表示,在AI資料中心需求快速成長、全球電網加速更新,以及能源轉型持續推進的帶動下,重電設備已由傳統穩健型產業,逐步轉型為具備高成長潛力與高技術門檻的策略性產業。因應市場趨勢,南亞除積極投入環保型氣體絕緣開關盤、H級耐高溫變壓器等新產品開發外,亦將擴大參與高科技產業公用系統統包承攬、微電網系統開發,以及提供設備汰換、保養、檢測等售後服務,逐步轉型為電力系統解決方案提供者。

What to Watch

AI outlook — possibilities, not facts

  • 南亞樂星將建立在地化服務並逐步布局投標與工程設計

    Very likely · Within months

Open Questions

  • 「南亞樂星」的實收資本額與持股比例為何?
  • 具體營收貢獻預計在何時顯現?

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