QIC 寬量國際

QIC 寬量國際 寬量國際是臺灣第一家致力於服務大中華區企業，以創造與提升股權價值為目標，提供企業資本市場解決方案的獨立性國際財務顧問機構。

「寬量國際」是第一家致力於服務大中華區企業解決資本市場問題、進而提升企業股權價值的 獨立性國際財務顧問機構，擁有專業並具資深金融背景的菁英團隊，其中每一位皆具多年在國際資本市場經驗；我們並與多間全球知名之金融顧問公司成為策略聯盟夥伴。 創辦人李鴻基先生及其團隊致力提供獨立專業之金融服務，以協助企業創造在大中華資本市場之最大價值。

QIC以研究股權價值﹙Shareholder Value﹚為核心，創造與提升股權價值﹙Shareholder Value Creation﹚為目標，提供企業客制化和目標導向的資本市場顧問服務。

QIC提供企業以提升股權價值為目標之多元且優質的資本市場相關服務，包含：股東權益研究及方案解決、資本市場(ECM)解決方案，企業購併，法人公關諮詢，特殊股東會事項解決方案等服務。

巨漢系統科技 (6903) 今日 (6/5) 舉辦 2026 年第一季法人說明會，持續執行作為「AI基礎建設與高科技廠務工程整合服務商」之經營策略 。受惠於半導體先進製程與 AI 基礎建設的強勁資本支出，以及「雙引擎戰略」發威，巨漢 202...
05/06/2026

巨漢系統科技 (6903) 今日 (6/5) 舉辦 2026 年第一季法人說明會，持續執行作為「AI基礎建設與高科技廠務工程整合服務商」之經營策略 。受惠於半導體先進製程與 AI 基礎建設的強勁資本支出，以及「雙引擎戰略」發威，巨漢 2026 年第一季營收與獲利皆創下同期歷史新高 。第一季單季營業收入達 19.26 億元（年增 358.7%），因接案結構優化，毛利率攀升至 31.4%、營益率達 28.3%，稅後淨利達 4.43 億元（年增 565.8%），單季 EPS 衝上 6.72 元 。截至 2026 年 5 月，在手訂單達 110 億元，訂單能見度長達 2 至 3 年，其中 AI 基礎建設專案佔比突破 6 成以上，後續實際營收認列將配合業主建廠節奏動態調整 。憑藉自 2011 年起導入的 BIM 數位管理技術與模組化預製施工模式，公司成功在缺工環境下構築競爭壁壘，維持高效專案執行力與優質供應鏈合作體系 。為消化龐大訂單並邁向 2030 年前營收破百億的願景，巨漢規劃將團隊長期擴編至 200-250 人，並將人均產值維持在新台幣3,000 萬至 5,000 萬元水準 。同時，公司規劃發行新台幣15 億元可轉換公司債以強化財務彈性，且股東會已通過配發現金股利每股 8.5 元，致力於持續創造長期股東價值 。

會議簡報請參閱: https://reurl.cc/L2K68L

想看更多我們對台灣資本市場的洞見，請到我們的官網 https://www.qtumic.com/

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Jiu Han System Technology (6903) held its 1Q26 earnings call today (June 5), unveiling its strategy as an "AI Infrastructure and High-Tech Cleanroom/MEP Integration Services Provider". Driven by a robust "Dual-Engine Strategy" and strong capital expenditure in semiconductor advanced nodes and AI infrastructure, the company delivered a record-breaking first-quarter performance with a revenue of NT$1.926 billion (up 358.7% YoY). Due to an optimized project mix, the Q1 gross margin expanded to 31.4%, operating margin reached 28.3%, and net profit skyrocketed to NT$443 million (up 565.8% YoY), generating a stellar Q1 EPS of NT$6.72. As of May 2026, the backlog remains robust at NT$11 billion, ensuring 2 to 3 years of clear visibility, with AI infrastructure projects now accounting for over 60% of total backlog. Actual revenue recognition will continue to be dynamically adjusted in alignment with client construction schedules. Leveraging BIM digital management and modular prefabrication construction modes since 2011, the company effectively mitigates labor shortage challenges while maintaining high engineering quality and long-term supplier synergy. To support future scaling toward its vision of reaching NT$10 billion in annual revenue before 2030, Jiu Han aims to expand its elite team to 200–250 personnel while maintaining an average output value of NT$30 million to NT$50 million per capita. Furthermore, Jiu Han plans to issue NT$1.5 billion in Convertible Bonds to boost financial flexibility, and a cash dividend of NT$8.5 per share has been approved at the shareholders' meeting, underscoring its commitment to maximizing long-term shareholder value.

Please refer to the meeting presentation for more details: https://reurl.cc/kpKaDn

#基礎建設 #先進封裝 #晶圓代工 #半導體封測 #無塵室工程 #晶圓廠 #雙引擎戰略 #卓越工程 #在手訂單成長 #建築資訊模型 #可轉換公司債 #股利 #巨漢系統科技 #寬量國際 Alex Lee

04/06/2026

在第19屆 QIC CEO Week 盛會中，我們向 志聖工業 (C SUN) 梁又文執行長暨總經理 提問：「您認為 QIC 的活動有什麼特別或獨特之處？」

在 QIC (寬量國際)，我們深知台灣的科技生態系是推動全球創新的核心支柱。我們的使命，是讓台積電供應鏈 (TSMC Supply Chain) 中的隱形冠軍獲得應有的國際矚目與估值。透過精準對接台灣頂尖的半導體設備領航者與全球機構法人，我們為企業創造了無與倫比的成長契機。QIC 備感榮幸能與志聖工業攜手，共同驅動先進封裝與半導體製造的無限未來！🚀🏭

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At our 19th QIC CEO Week, we asked Mr. Frank Liang, CEO and General Manager of C SUN (志聖工業): "What makes QIC's events special or unique?"

At QIC, we know that Taiwan’s tech ecosystem is the backbone of global innovation. Our mission is to ensure that the hidden champions of the TSMC supply chain get the international recognition and valuation they deserve. By bridging the gap between Taiwan's world-class semiconductor equipment leaders and global institutional capital, we create unparalleled growth opportunities. QIC is absolutely honored to partner with C SUN as they power the future of advanced packaging and semiconductor manufacturing! 🚀🏭

#志聖工業

輝達執行長黃仁勳今日（6/3）在樺漢科技（6414 TT）全資子公司超恩搭載NVIDIA® Jetson Thor™與 Nemotron 代理式 AI 模型的高效能邊緣 AI 系統EAC-7000上留下親筆簽名，黃執行長夫人Lori Hua...
03/06/2026

輝達執行長黃仁勳今日（6/3）在樺漢科技（6414 TT）全資子公司超恩搭載NVIDIA® Jetson Thor™與 Nemotron 代理式 AI 模型的高效能邊緣 AI 系統EAC-7000上留下親筆簽名，黃執行長夫人Lori Huang、千金輝達實體AI平台產品與技術行銷資深總監黃敏珊、以及輝達機器人與邊緣AI副總裁Deepu Talla並走訪樺漢Computex攤位，與樺漢董事長朱復銓、總經理蔡能吉、以及超恩總經理游鈴曉針對EAC-7000產品特色交換意見。EAC-7000無須聯網即可即時處理 16 路影像並給出決策建議，將資料分析保留在終端，不僅能保障隱私與維持即時反應，更能大幅減少雲端 AI 的工作量，降低使用AI token成本，是Physical AI的最佳落地範例。

🔗 更多資訊:

想看更多我們對台灣資本市場的洞見，請到我們的官網：https://www.qtumic.com/

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Today (June 3), NVIDIA CEO Jensen Huang personally signed the EAC-7000, a high-performance edge AI system equipped with NVIDIA® Jetson Thor™ and the Nemotron agentic AI model, developed by Vecow, a wholly-owned subsidiary of Ennoconn Corporation (6414 TT). Furthermore, CEO Huang's wife Lori Huang, his daughter Madison Huang (Senior Director of Product and Technology Marketing for Physical AI Platforms at NVIDIA), and Deepu Talla (Vice President of Robotics and Edge AI at NVIDIA) visited the Ennoconn booth at Computex to exchange views on EAC-7000 features with Ennoconn Chairman Steve Chu, President Nelson Tsay, and Vecow President Eric Yu. Without requiring an internet connection, EAC-7000 can process 16 channels of video feeds in real-time and provide decision-making recommendations. By keeping data analysis at the edge, it not only ensures privacy and maintains real-time responses, but also significantly reduces the workload on cloud AI and lowers operating costs, making it the best implementation example of Physical AI.

🌐Our website: www.qtumic.com/en

#智慧物聯網 #智慧製造 #智慧零售 #樺漢 #樺漢科技 #超恩 #寬量國際 Alex Lee

樺漢科技（6414 TT）今日（6/1）舉辦「Physical AI is Now! - 實體 AI落地與Ennoconn+Kontron深度結合論壇」。樺漢科技集團管理階層與產業貴賓，共同分享集團全球策略布局、營運成果與長期成長展望，並深...
01/06/2026

樺漢科技（6414 TT）今日（6/1）舉辦「Physical AI is Now! - 實體 AI落地與Ennoconn+Kontron深度結合論壇」。

樺漢科技集團管理階層與產業貴賓，共同分享集團全球策略布局、營運成果與長期成長展望，並深入說明 Kontron 深度結合規劃、實體AI市場發展及技術平台升級方向。本次論壇亦邀請今（1）日於 GTC Taipei 黃仁勳主題演講中被列入夥伴廠商之樺漢全資子公司超恩參與分享，進一步呼應 實體AI 基礎建設與產業鏈合作商機。論壇聚焦 AI 技術、產品發展與產業應用，探討 AI 於智慧製造、智慧城市、零售及企業數位轉型等領域的實際落地與未來發展機會，展現集團於 AI 生態系整合與全球市場布局上的成果與潛力。

🔗 更多資訊:
想看更多我們對台灣資本市場的洞見，請到我們的官網：https://www.qtumic.com/

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Ennoconn Corporation (6414 TT) held its “Physical AI is Now! – Physical AI Commercialization and Ennoconn+Kontron Deep Integration Forum” today (June 1). Ennoconn Group’s management team and industry guests shared the Group’s global strategic roadmap, operational achievements, and long-term growth outlook, while providing in-depth updates on the plans to deepen integration of Kontron, alongside Physical AI market development across business units, and technology platform upgrades. The forum also invited Ennoconn’s 100% owned subsidiary Vecow, which was listed as one of the partner vendors featured in NVIDIA CEO Jensen GTC Taipei keynote speech earlier today, to participate and share insights, further highlighting opportunities in physical AI infrastructure and industry chain collaboration, further showcasing the Group’s achievements and potential in AI ecosystem integration and global market expansion.

🌐Our website: www.qtumic.com/en

#智慧物聯網 #智慧製造 #智慧零售 #樺漢 #樺漢科技 #超恩 #寬量國際 Alex Lee

01/06/2026

曾協助打造全球 MPN 市場最成功產品之一的資深製藥產業領袖，如何看待藥華醫藥的未來發展？👀

在這次 QIC 獨家專訪中，藥華醫藥美國子公司獨立董事 Barry Flannelly 博士，分享他為何認為藥華醫藥最大的優勢來自於人才、研發實力，以及在全球 MPN 市場日益提升的領導地位。🌍

「幫助更多 ET 患者，將是公司目前最大的機會。」

🎙️ 觀看完整專訪：https://youtu.be/8BFXZTuQ_Hg

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After helping build one of the most successful franchises in the MPN market, how does a veteran pharmaceutical leader view PharmaEssentia's future? 👀

In this exclusive QIC interview, Dr. Barry Flannelly, Independent Director of PharmaEssentia USA, shares why he believes PharmaEssentia's greatest strengths lie in its people, its science, and its growing leadership position within the global MPN landscape. 🌍

"The opportunity to help more patients with ET is really the biggest opportunity."

🎙️ Watch the full interview: https://youtu.be/8BFXZTuQ_Hg

27/05/2026

在第19屆 QIC CEO Week 盛會中，我們向 漢田生技 (Hantech Biotech) 林仲翼副總經理提問：「您認為參加我們QIC CEO Week 對企業來說最大的收穫是什麼?」

在寬量國際 QIC，我們的使命是讓台灣的優質企業在全球金融舞台上發光發熱。透過量身打造的投資人關係策略與精準的跨國法人對接，我們協助企業將高規格的對話轉化為實質的國際商機。QIC 深感榮幸能成為漢田生技拓展全球保健產業版圖時，最堅實的資本市場推手！🌱🤝

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At our 19th QIC CEO Week, we asked Mr. Ching-I Lin, Vice President of Hantech Bio-technology (漢田生技) "What is the greatest value for companies that participate in our QIC CEO Week?"

At Quantum International Corp (QIC), our mission is to put Taiwan’s exceptional enterprises directly in the global financial spotlight. We take pride in crafting tailored corporate access strategies, ensuring that industry leaders can turn impactful investor conversations into concrete global opportunities. QIC is absolutely thrilled to walk alongside Hantech Biotech as they expand their footprint and redefine health and wellness manufacturing worldwide! 🌱🤝

#漢田生技

21/05/2026

在第19屆 QIC CEO Week 盛會中，我們向樂迦再生科技（Locus Cell）執行長暨醫療長 張裕享醫師提問：「QIC 如何協助貴公司接觸國際投資人及拓展商業機會？」

寬量國際致力於協助台灣最具潛力的生醫創新企業與全球資本市場接軌，透過高規格策略對話與國際投資交流，協助生技企業加速臨床發展與全球商業布局。

QIC 很榮幸能成為樂迦再生科技的策略夥伴，共同推動再生醫療的國際發展! 🧫✨

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At our 19th QIC CEO Week, we asked Dr. Sean Chang, CEO & CMO of Locus Cell Co., Ltd (樂迦再生科技): “How has QIC helped your company access international investors and business opportunities?”

At QIC, we are committed to connecting Taiwan’s most promising biomedical innovators with global capital markets. Through strategic dialogue and international investor engagement, we help biotech pioneers accelerate their clinical and commercial growth worldwide.

We are proud to support Locus Cell in advancing the future of regenerative medicine on the global stage! 🧫✨

#樂迦再生科技 #再生醫療 #台灣生技 #國際投資

20/05/2026

寬量國際（QIC）創辦人暨執行長李鴻基表示，台灣股市擁有外資、機構與散戶「四三三」的健康投資人結構，讓中小型股具備良好的流動性與被市場看見的機會。📊

除了半導體之外，台灣其實仍有許多具長期潛力、但尚未被充分發掘的「璞玉企業」。面向未來五年，資本市場除了關注 AI，也應持續支持新創與優質企業成長，打造台灣下一波競爭力。 🚀

QIC 致力於成為台灣「璞玉企業」的策展人，連結國際投資人與台灣優質企業，協助更多具潛力的公司被全球資本市場看見。🌍💎

若您希望讓世界看見您的企業，歡迎與 QIC 聯繫 [email protected] 🤝

https://youtu.be/7Ru7Y_QudCA

📰 完整文章：https://reurl.cc/qp20n3

🎥 完整影片：https://reurl.cc/53QOK7

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AI is not the only growth story in Taiwan

At the recent Taiwan Stock Exchange forum, QIC Founder & CEO Alex Lee shared his view that Taiwan’s uniquely balanced investor structure creates one of the world’s fairest environments for small-cap companies to gain liquidity and market attention. 📈

Beyond semiconductors, Taiwan is home to many high-quality “hidden gem” companies with strong long-term potential. As capital markets look toward the next five years, supporting emerging businesses and entrepreneurs will be key to building Taiwan’s next wave of growth. ✨

QIC is proud to serve as a curator for Taiwan’s “Hidden Gems,” connecting international investors with Taiwan’s most promising companies and helping exceptional businesses gain visibility in the global capital markets. 🌏💎

If your company is ready to be discovered by the global investment community, we welcome you to connect with us at [email protected] 🤝

https://youtu.be/7Ru7Y_QudCA

📰 Full article: https://reurl.cc/qp20n3

🎥 Full video: https://reurl.cc/53QOK7

#璞玉指數 #台灣股市 #寬量國際 #國際資本市場 Alex Lee

🌏【QIC參與2026年標普全球永續年鑑表彰典禮】日前QIC執行長Alex受邀出席2026年標普全球永續年鑑表彰典禮（Sustainability Yearbook 2026），並擔任座談 💬「爐邊談話｜AI 時代的 ESG：從資訊揭露走向...
18/05/2026

🌏【QIC參與2026年標普全球永續年鑑表彰典禮】

日前QIC執行長Alex受邀出席2026年標普全球永續年鑑表彰典禮（Sustainability Yearbook 2026），並擔任座談 💬「爐邊談話｜AI 時代的 ESG：從資訊揭露走向影響投資決策與企業價值評估的關鍵資訊」與談人。

🌱 今年有9,200家企業參與CSA評比，最終僅有848家入選年鑑。其中，台灣企業共有 79 家入選，位居全球第一，展現台灣企業在永續領域的優異表現。

✨ QIC長期陪伴的多家企業夥伴亦榮獲本次年鑑肯定，包括穩懋（3105）、臻鼎-KY（4958）、南寶（4766）、藥華藥（6446）及橘子（6180）。能夠與客戶共同成長，是QIC的榮幸。我們將持續攜手企業夥伴，深化永續管理並提升資本市場能見度。

📈 ESG 在資本市場中的角色，正從「形象與揭露」走向「治理與策略」，並進一步成為影響「投資決策、指數納入與資金配置」的重要資訊。ESG評比不只是企業對外溝通的形象工具，而可能直接影響企業是否成為ETF或其他基金的投資標的，進而影響資金流入與市場能見度。換言之，ESG表現正透過指數編製與投資決策機制，與資本市場的資金配置產生更直接的連結。

🤖 在AI時代，資訊傳播速度更快，企業更需要具備清楚、可信且具決策價值的資訊傳遞能力。當營收、財報等標準化財務數據快速流通且容易被同質化時，ESG將成為企業展現長期韌性與差異化價值的重要途徑。企業透過持續深化ESG管理與揭露，不只是展現當下的營運成果，更是在向投資人證明其具備跨越 5 年、10 年甚至 20 年的長期競爭力與韌性。

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🌏【QIC at the 2026 S&P Global Sustainability Yearbook Distinction Ceremony】

Recently, QIC CEO Alex was invited to attend the 2026 S&P Global Sustainability Yearbook Distinction Ceremony and joined the fireside chat 💬 “ESG in the AI Era: From Disclosure to Decision-Useful Information for Investment Decisions and Corporate Valuation” as a panelist.

🌱 This year, 9,200 companies participated in the CSA assessment, with only 848 ultimately selected for the Sustainability Yearbook. Among them, 79 Taiwanese companies were included, ranking Taiwan first globally and highlighting Taiwan’s strong sustainability performance.

✨ Several of QIC’s long-term corporate partners were also recognized, including WIN Semiconductors（3105）, Zhen Ding-KY（4958）, Nan Pao（4766）, PharmaEssentia（6446）, and Gamania（6180）. It is QIC’s privilege to grow alongside our clients, and we will continue working with them to deepen sustainability management and enhance capital market visibility.

📈 The role of ESG in capital markets is evolving from “image and disclosure” to “governance and strategy,” and further into a factor that influences investment decisions, index inclusion, and capital allocation. ESG assessments are no longer just tools for corporate communication; they may also affect whether companies become investment targets for ETFs or other funds, thereby shaping capital inflows and market visibility. In other words, ESG performance is becoming more directly linked to how capital is allocated in the market.

🤖 In the AI era, information travels faster than ever. Companies must communicate clear, credible, and decision-useful information. As standardized financial data becomes increasingly commoditized, ESG can help companies demonstrate long-term resilience and differentiated value. By strengthening ESG management and disclosure, companies can show not only current performance, but also their long-term competitiveness and resilience over the next 5, 10, or even 20 years.

Alex Lee

樺漢科技 (6414 TT) 今日 (5/15) 舉辦 1Q26 法人說明會。首季受高毛利智慧軟體與方案業務訂單遞延、記憶體價格波動，以及 Kontron 整併一次性費用影響，毛利與淨利年減；惟公司預期第二季起，隨遞延訂單出貨與客戶價格調整...
15/05/2026

樺漢科技 (6414 TT) 今日 (5/15) 舉辦 1Q26 法人說明會。首季受高毛利智慧軟體與方案業務訂單遞延、記憶體價格波動，以及 Kontron 整併一次性費用影響，毛利與淨利年減；惟公司預期第二季起，隨遞延訂單出貨與客戶價格調整，毛利率將逐季回升，獲利重回成長軌道。樺漢維持 2026 全年營收、毛利及淨利穩定成長目標不變，並將持續推動 Physical AI 實體 AI 應用落地，深化 Kontron 整合、優化產品組合與營運效率，目標於 2030 年達成 20% ROE 里程碑！

🔗 更多資訊: 想看更多我們對台灣資本市場的洞見，請到我們的官網：https://www.qtumic.com

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Ennoconn (6414 TT) held its 1Q26 earnings conference today (5/15). While 1Q gross margin and net profit declined year-over-year due to delayed orders in the higher-margin Smart Software & Solutions business, memory price fluctuations, and one-off expenses related to Kontron restructuring, the company expects gross margin to recover sequentially from 2Q, supported by shipments of delayed orders and customer price adjustments, with earnings returning to a growth trajectory. Ennoconn maintains its 2026 full-year target for steady growth in revenue, gross profit, and net profit, and will continue to drive Physical AI commercialization, deepen Kontron integration, optimize its product portfolio and operational efficiency, targeting a 20% ROE milestone by 2030!

Our website: www.qtumic.com/en

#智慧物聯網 #智慧製造 #智慧零售 #樺漢 #樺漢科技 #寬量國際 Alex Lee

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