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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

2026-09-03 14:09:51 网络 阅读(1)

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。

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

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。

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。

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。

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。

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。

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。

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。

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。

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          "id": 57,
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