讀後心得

In response to the U.S. tariffs, Tatung Company plans to accelerate its capacity layout in the United States. Recently, it has signed a contract with KPMG to find the best partners, targeting local heavy electrical plants. Tatung will strategize to quickly enter the U.S. market and expand its power business through mergers and acquisitions or equity investments. According to forecasts, electricity demand in the United States is expected to significantly increase over the next five years, and Tatung is optimistic about the related business opportunities. They have already formed a team for the heavy electrical business in the U.S. and secured initial orders. Additionally, the company is executing a risk diversification strategy by establishing bases in Japan, Southeast Asia, and the Middle East, along with collaborating with local enterprises. Tatung emphasizes that it will continue to expand its overseas business and adapt to changes in the international market.

The United States has implemented reciprocal tariffs, and Taiwan faces a tax rate of 32%. Datong Company is accelerating its production capacity layout in the U.S., recently signing a cooperation agreement with Anhou Jianye Certified Public Accountants to advance strategic investment plans in the U.S. Datong stated that it will use the accounting firm to select the best partners for its power business in the U.S., with the primary goal being domestic heavy electrical manufacturers capable of producing both transformers and cables. They plan to quickly enter the market through acquisitions or equity investments, aiming to complete the selection of strategic partners and related investment compliance as soon as possible, actively seizing business opportunities in the U.S. power market.

According to forecasts from the U.S. Department of Energy, the power demand for AI servers is expected to grow 4-8 times between 2023 and 2028. A U.S. grid strategy consulting firm also estimates that power demand in the U.S. could increase by 128 GW in the next five years, with overall power demand projected to rise by 15.8% by 2029. Due to the impact of reciprocal tariffs, the willingness of countries to invest in the U.S. has increased, which is why Datong is optimistic about the U.S. power equipment market.

In response to the reciprocal tariffs, Datong initiated strategic layouts as early as last year, planning to quickly respond through acquisitions or strategic investments in U.S. heavy electrical manufacturers and compete for power opportunities with partners. The company has already formed a U.S. heavy electrical business team and is targeting transformer bids and orders from power companies and enterprises in the western U.S. and Texas, having secured orders from U.S. customers in the first quarter.

Additionally, Datong mentioned that if it can collaborate with U.S. domestic partners in the future, transformers and cables could be produced or assembled locally. The company is also executing a risk diversification strategy, having established bases in Japan, Southeast Asia, and the Middle East to avoid excessive business concentration and is forming alliances with local companies to compete for orders from power companies and private enterprises. Current forecasts indicate visibility extending to 2027.

Datong emphasizes that its ability to actively predict international situations and industry trends is its advantage. The company is confident in aligning with the current U.S. government's local production policies, which can minimize the impact of tariff factors to the greatest extent. The diversification of geopolitical risks and optimization of domestic and foreign revenue proportions are currently important strategies for operations, and the company will continue to strive to expand its overseas business footprint in the future.