【 TAWIN 撷取电车业成长契机！】
今年1月22日，子公司C y p r i u m导线科技获得I A T F16949：2016与ISO9001：2015认证，以在制造导线与汽车电线生产实施质量管理系统。
IATF16949乃由国际汽车特工队（I A T F）开发，符合任何参与国际汽车业供应链的基本期许。I A T F集团的成员包括德国宝马、美国克莱斯勒（Chrysler）集团、德国戴姆勒（Daimler）等。

撷取电车业成长契机
根据惠誉，大马新车销售2021年料增长6.9%，他预期国内装配汽车受延缓国内税增长与延长销售税豁免之利。
吴田文预期国际汽车业受电车与自驾车积极开发而加速增长，各国政府的良好政策、奖掖与补贴，相信可扶持增长。
2019年全球电车市场估计达1400亿美元，每年年均复合增长率22%，到2026年时增长至7000亿美元。

因此，该集团对Cyprium导线科技所制造的管线与电缆生产，展望正面。
他指出，未来，大稳维系现有业务模式，而新良得的策略投资则强化核心业务与财务。
“垂直整合至下游的铜线缆业务，乃至用于汽车、电车的产品（透过Cy p r ium导线科技和新良得），大稳有望提升全面整合度，崛起为区域铜业要员。”

他说，为达致此愿景，大稳的商业模式包括制造铜棒、铜线；制造电子电器、汽车与电车铜线缆；制造、代工生产铜线缆与贸易活动，乃至电子配备的交流、直流电源线。
为贯彻长远策略，目前也以下列计划，强化核心业务与财务表现：
●从所筹集资金中拨3070万令吉，购置机器配备，使产能与效益更高，撷取电子电器与汽车业潜在成长契机。
●深耕下游至铜棒、铜线价值链，以期提升为区域综合铜业要员，计划与新良得整合；后者主要生产制造与代工生产乃至参与导线、线束，乃至电子配备的交流、直流电源线的贸易活动。

“上述整合可为现有大稳的铜棒、铜线业务加值，并扩展其产品群。”
旗下大稳铜业生物保健（TWCB）有限公司，正开发下游铜业务，透过抗微生物、铜添加剂、铜蛋白与生化、化学作用的运用，用于保健与药剂业，TWCB也将借助莱斯制药现有优势。

“最终，我们相信，投资者可从股价上涨、派息或两者受惠。”
截至2020年9月杪首季，大稳负债率约58%，比较同侪的200%。
他指出，以大稳扩展步伐而保持低债率，这也归功股东的信心相挺。

https://klse.i3investor.com/m/blog/freemoney/487492.jsp

“Three Commodities Set To Boom As The Global Economy Recovers”
1.Oil 2.Copper 3.Lithium

#2. Copper
Similarly, Danielle Shay has picked copper as the other commodity that can perform well in a reopening economy and also act as a good hedge against inflation.

The price of copper has doubled in the past year to over $9,000 a metric ton for the first time in nine years driven by tight supply and strong demand for the industrial metal.

Copper is moving closer to an all-time high set in 2011 as investors continue to bet that supply tightness will increase as the world recovers from the pandemic. Spencer Barnes, associate vice-president of mutual fund and ETF strategy at Raymond James Ltd, says that thesis is mostly sound since copper is cyclical and driven by market expansion, and should see a surge in demand given the massive push to reopen the economy and the fiscal stimulus that could spur consumption.

Further fueling the rally is an anticipated ‘green’ shift in the post-COVID economy, which supports higher demand for copper and other base metals since EVs use about 4x more copper than gasoline-powered vehicles.

The International Copper Association estimates that the rapid rise of EVs will raise copper demand in EVs from 185,000 tonnes in 2017 to 1.74 million tonnes by 2027.

https://oilprice.com/Energy/Energy-General/Three-Commodities-Set-To-Boom-As-The-Global-Economy-Recovers.html

TAWIN share price has been on a spectacular run this year. This is likely owing to the expectation of more copper cable sales to Electric Vehicles (EV) segment as they are the leading supplier in the EV industry to Tesla, Ford and GM.

铜需求的预期增长也是可持续能源生产和消费议程的结果，这是大国政府绿色能源驱动的一部分。

在生产，传输，存储和消费中使用的所有金属中，铜仍然是共同的分母。发电，传输基础设施，能量存储和消耗都需要铜。

绿色能源及其推动推动了铜的长期需求，因为铜比传统的基于化石燃料的基础设施的铜密集度高得多。

多国对此表示赞同。 鉴于人们越来越重视应对气候变化，由于铜是脱碳看涨金属，大国政府支出的重点将值得关注。

与此相关的是，多方认为铜价可能会在某个阶段再次升至10,000美元/吨（4.54美元/磅）以上。

今晚可能会有好消息！！
Join our webinar "TAWIN - EV Power the Way!" as we invite their Group Managing Director - Dato Sri' Ngu Tieng Ung, JP and the Managing Director of Cyprium Wire Technology Sdn Bhd - Mr. Justin Wong to share with you their company background, business performance, as well as their transformation plan and future prospect.

Date: 23 Mac 2021 (Tuesday)
Time: 8:30pm – 9:45pm

这次业绩报告里公司对前景的评论：
在恢复运动控制令（RMCO）阶段，Ta Win借此机会执行了一些长期战略计划。 2020年12月24日，Ta Win完成了对Royce Pharma 32.5％股权的投资。 Royce Pharma的卖方向本集团保证自2021年7月1日起两个财政年度的税后总利润为2,000万令吉。随后，本集团完成了对Sin Line Tek Electronic Co Sdn Bhd（“ Sin Line Tek”）的投资。 2021年3月8日，作为集团开展下游业务的一部分，以加强集团的核心业务和财务业绩。 在对Sin Line Tek的投资中，集团在2022年6月30日和2023年6月30日的财政年度分别获得260万令吉和300万令吉的税后利润。 未来2个财政年度的财务绩效。

除了Sin Line Tek和Royce Pharma的业务前景和利润保证，以及Ta Win致力于垂直整合下游铜业务以制造电线和电缆产品之外，该集团还着眼于Cyprium Wire Technology Sdn Bhd（ “ CWT”）。 2021年1月21日，Cyprium Wire Technology Sdn Bhd通过了IATF 16949：2016和ISO 9001：2015认证，以在汽车制造和相关服务部件组织的电线和电缆的制造中实施质量管理体系。 这样一来，CWT已准备好成为东南亚汽车供应链中的第一家也是唯一一家马来西亚公司，并且具有将用于聚合物绝缘和护套电线，电缆，电气和电子产品的电子束辐照技术的专利交联处理商业化的能力。 产品。 这些里程碑进一步增强了CWT在制造用于汽车供应链的电线/电缆和线束中的竞争优势。 董事会相信，本集团已做好准备，以迎接电动汽车和自动驾驶汽车对汽车解决方案的飞涨需求和兴趣。

New Agreement! Tomorrow maybe will LIMIT UP!!!
The Board of Directors of Ta Win Holdings Berhad (“Ta Win” or the “Company”) (“Board”) is pleased to announce that Ta Win’s subsidiary, Cyprium Wire Technology Sdn Bhd (“CWT”), had on 30 March 2021 received a global vendor agreement dated 23 March 2021 (“Agreement”) from Aptiv Global Operations Limited, a limited liability company organised under the laws of Ireland having its registered and principal office at 5 Hanover Quay, Grand Canal Dock, Dublin 2, Ireland (a subsidiary of Aptiv PLC (“Aptiv”) which is a public limited company listed on the New York Stock Exchange (NYSE) with the symbol “APTV”) which registered CWT as a Global Vendor in Aptiv’s global automotive supply chain and set out the terms and conditions applicable to all sourcing of new business by the Aptiv group to the CWT group.
 
CWT utilises patented cross-linking/ionising radiation treatment using electron beam irradiation technology to manufacture power and signal distribution system, high tension cable, battery cable, and other automotive components/parts for automobile and electric vehicles. On 21 January 2021, CWT attained IATF 16949:2016 certification, technical specifications for the automotive industry quality management systems.
 
Aptiv is a leading global technology and mobility company primarily serving the automotive sector. Aptiv designs and manufactures vehicle components and provide electrical, electronic and active safety technology solutions to the global automotive and commercial vehicle markets, creating the software and hardware foundation for vehicle features and functionality. Aptiv enables and delivers end-to-end smart mobility solutions, active safety and autonomous driving technologies and provide enhanced user experience and connected services. Aptiv operates 124 major manufacturing facilities and 12 major technical centres utilising a regional service model to efficiently and effectively serve its global customers from best-cost countries. Aptiv’s customers include 23 of the 25 largest automotive original equipment manufacturers in the world, namely Bayerische Motoren Werke AG (BMW), General Motors Company (GM), Stellantis N.V., Toyota Motor Corporation, Tesla Inc. and Volkswagen (VW) Group. Aptiv has a presence in 44 countries and has approximately 18,200 scientists, engineers and technicians focused on developing market-relevant product solutions for Aptiv’s customers.
 
Aptiv’s Signal and Power Solutions (“SPS”) segment provides complete design, manufacture and assembly of the vehicle’s electrical architecture, including engineered component products, connectors, wiring assemblies and harnesses, cable management, electrical centres and hybrid high voltage and safety distribution systems. Aptiv’s products provide the critical signal distribution and computing power backbone supporting increased vehicle content and electrification, reduced emissions and higher fuel economy.
 
The Board views CWT’s inclusion as a Global Vendor in Aptiv’s global automotive supply chain as Aptiv’s recognition and testament to CWT’s technical capabilities, strengths and commitments in the global automotive supply chain. Through the procurement of signal and power solutions from CWT, Aptiv is able to increase the localisation of its business activities in Malaysia's automotive supply chain. This development cemented a strong bond in CWT’s procurement relationship with Aptiv. CWT endeavours to secure purchase orders from Aptiv for the latter to fulfil its customers’ demand for SPS in every region of the world. CWT’s products will be penetrating countries with Aptiv’s business presence, especially in the countries promoting electric vehicles (EV) and instituted regulations to minimise vehicles’ environmental impact. The Board is optimistic about CWT’s ability to capture opportunities from the market demand and interest in automotive technology advancement and contribute positively to the Ta Win group’s financial performance.
 
A copy of the Agreement is available for inspection at Ta Win’s registered office at Unit 26-11 & 26-12, Level 26, Q Sentral, Jalan Stesen Sentral 2, 50470 Kuala Lumpur Wilayah Persekutuan, Malaysia, during normal business hours from Monday to Friday (except public holidays) for a period of 3 months from the date of this announcement.
 
This announcement is dated 30 March 2021.

“大稳进军电动车”
（吉隆坡30日讯）大稳控股（TAWIN,7097,主板工业产品服务组）进军电动车市场。

该公司在文告指出，旗下子公司Cyprium Wire科技私人有限公司（CWT）获得纽约上市的德尔福（Aptiv）委任为供应商。透过本次的合作，CWT公司的产品将能够扩大至德尔福设有业务的国家。

德尔福以电动车为核心业务，在全球设有124个生产基地与12个技术中心，业务包括设计和制造车辆零部件，为全球汽车和商用车市场提供电气、电子和主动安全技术解决方案等，客户包括宝马（BMW）、通用汽车（GM）、丰田（Toyota）、特斯拉（Tesla）和福士伟根（Volkswagen）等。

“大稳控股投资2000万 建设营运电子束辐照厂”
（吉隆坡7日讯）大稳控股（TAWIN，7097，主要板工业）斥资2000万令吉，建立一个装有电子束辐照（Electron Beam Irradiation）系统的电子束辐照厂，成为全马首家拥有此工厂的公司。

根据文告，大稳控股通过子公司Cyprium WireTechnolog私人有限公司与中广核达胜加速器技术有限公司（CGN Dasheng）签署一项销售和咨询协议，以建立此厂。

这项协议包括了购买电子束辐照系统，价值103万美元（约424万令吉）。通过协议，中广核达胜将对设计、技术、土木工程与结构，以及运营与维护方面提供咨询和管理建议，同时在大稳控股位于马六甲工业区的工厂，为新工厂进行制造、供应、建造、安装，测试和调试。

大稳控股投资的2000万令吉资金，主要用于运行和调试电子束辐照厂。

大稳控股拿督斯里吴田文说，新工厂将使公司满足国内对电线和电缆产品的需求。除了能利用中广核达胜在核科学和技术领域的研发专业知识，还能借助辐照交联技术，在全球电线电缆市场上竞争。

“配合全球脱碳的努力，加上城市化进程的加快以及全球基础设施支出的增加，电线和电缆的需求将不断增长，我们相信这项新投资将提高公司的前景。”

中广核达胜是中国广核的子公司，后者是深圳交易所的上市公司。

单晶纳米铜 - 中国芯片生产实现新的重大技术突破！
芯片生产关键性原材料-单晶纳米铜实现国内量产。

今天(10月2日)，国内首条单晶纳米铜智能加工生产线在温州平阳投产。这标志着芯片制造关键材料——单晶纳米铜——实现国产化量产。

单晶纳米铜，成品直径为13微米，约为头发丝十分之一细，是集成电路半导体封装的关键材料。以往我国的半导体关键材料大部分来自进口，且原材料是贵金属金或者银，价格昂贵，成为制约我国芯片生产的“卡脖子”难题之一。

这次单晶纳米铜的技术突破，在国内实现了用铜基新材料替代其他贵金属，大幅降低成本，价格较国外同类产品降低近五成。
这个原材料主要应用在通信、汽车领域以及医疗和工控领域的芯片上。目前平阳生产基地年产能为500万卷轴，达产后将满足国内相关行业约10%的使用需求，为中国集成电路“打破封锁、代替进口”的目标贡献力量。

http://stdaily.com/index/kejixinwen/2021-10/02/content_1223696.shtml