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"content": "<p>台肥今(3)日盛大举行80周年庆祝大会,总统赖清德与农业部长陈骏季亲自莅临祝贺。走过80载,台肥从早期稳定国粮与照顾农民的政策要角,逐步活化南港资产、转型高科技供应链。陈骏季特别点出,台肥近年改进口取得国际认证的「蓝氨」,已成功打入半导体产业链。肥料本业部分,发言人钟俊铭指出,在低价库存、政府补助增加及原物料价格持稳的挹注下,今年亏损可望大幅缩减,往减少 5 亿元目标迈进,持续迈向永续与科技新局。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6596197/l/f632c7e14c43e2f414081996dafe45e7.jpg\" alt=\"走过80载!台肥靠「蓝氨」抢进半导体供应链 3大因素加持肥料本业持续减亏\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>陈骏季于大会致词时,将台肥80年的发展历程分为四大阶段,首先是 1946 年起成立初期,战后以「以农养工」政策为核心,台肥全力投入关键肥料生产,配合肥料换谷政策,稳定当时的粮食生产与国内物价。</p>\n\n<p>第二阶段是自动化与跨国布局,推动肥料生产自动化以提升效率,并与沙乌地阿拉伯合资成立「朱拜尔公司」,成功将技术与制程输出,如今朱拜尔公司仍为台肥贡献相当稳健的海外投资获利。</p>\n\n<p>第三阶段为推动民营化,于 1999年挂牌上市,跨足化工、海洋深层水等领域,同时启动资产活化,将昔日的南港北厂顺利开发,奠定如今南港经贸园区的发展基础。</p>\n\n<p>第四阶段则是因应气候变迁与绿色转型,台肥投入缓释性肥料与有机肥料开发,助推国内农业转型。近两年更停购高碳排放的灰氨,改为进口取得国际低碳认证的「蓝氨」,成功打入半导体产业链,提供关键半导体材料,带动产业升级。</p>\n\n<p>针对近年俄乌战争与国际供应链波动导致肥料原物料大涨,陈骏季特别感谢台肥配合政府政策吸收价差、稳定物价,并与政府合作推动「肥料实名制」,为国内农业的计划性生产奠定坚实基础。</p>\n\n<p>台肥发言人钟俊铭会后受访时表示,台肥近年实施原料采购多元化策略,尿素等肥料原料采购已彻底停用对岸来源,全面转向约旦、印尼等多国采购,降低单一市场风险。受惠于先前布局的低价库存,加上原物料价格回稳、政府提高补助挹注,台肥今年在肥料本业的亏损幅度将大幅减缩,正朝向较去年减少5至6亿元亏损的目标迈进。</p>\n\n<p>关于蓝氨布局,钟俊铭说明,台肥过去规划的氢能发展已经喊停,转为聚焦于蓝氨进口贸易。台肥拥有国内最大的液氨储槽及专用码头,这是其他业者难以复制的独家优势,目前蓝氨主要供应高科技大厂,扮演科技业绿色永续的重要原料来源。</p>\n\n<p>此外,台肥化工事业已与半导体大厂建立战略伙伴关系,双方将以厂中厂模式在中科零废中心设置废硫酸回收再利用设施。钟俊铭透露,目前已启动相关建厂规划,筹备与建造期预计需时 2 年,待指标性案件完工,未来也有机会进一步拓展至更多客户,带动高毛利科技事业成长,正持续接洽客户中。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-6602.html\" title=\"外资提款518亿元连八卖 瞄准主动式ETF减码 这档遭砍逾26万张\">外资提款518亿元连八卖 瞄准主动式ETF减码 这档遭砍逾26万张</a></li>\n <li><a href=\"/new/tw/article-11341.html\" title=\"精材12吋新引擎启动 IVR明年下半年放量、营运续优今年\">精材12吋新引擎启动 IVR明年下半年放量、营运续优今年</a></li>\n <li><a href=\"/new/tw/article-12163.html\" title=\"〈外销订单〉连18红!7月979.4亿美元史上新高年增61.9% 资通接战旺到年增近9成\">〈外销订单〉连18红!7月979.4亿美元史上新高年增61.9% 资通接战旺到年增近9成</a></li>\n <li><a href=\"/new/tw/article-257.html\" title=\"营收速报 - 2026年5月19日台股中小型公司4月营收一览(新增47家)\">营收速报 - 2026年5月19日台股中小型公司4月营收一览(新增47家)</a></li>\n <li><a href=\"/new/tw/article-13318.html\" title=\"内外资齐力拱盘!法人:从权值股转到中小型题材 台股Risk-on讯号亮灯\">内外资齐力拱盘!法人:从权值股转到中小型题材 台股Risk-on讯号亮灯</a></li>\n <li><a href=\"/new/tw/article-20232.html\" title=\"〈智慧能源周〉AI吃电怪兽!台电估10年内用电冲1100亿度 经部推次世代钙钛矿与多元创能\">〈智慧能源周〉AI吃电怪兽!台电估10年内用电冲1100亿度 经部推次世代钙钛矿与多元创能</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-03T05:37:05.000Z",
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