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2024/10/18
The Taiwan Carbon Exchange was inaugurated last year and officially launched carbon credit trading this year, enabling companies to reduce emissions through the transfer and trading of carbon credits, thereby promoting domestic carbon reduction. Carbon credits, carbon fees, and carbon taxes are all carbon pricing tools; carbon credits allow companies to trade emissions quotas, while carbon fees and taxes are charged based on emissions volume. Taiwan's carbon credit market is currently focused on voluntary transactions. Key beneficiary stocks include companies in carbon offset forestry, green energy production, carbon capture, and carbon auditing. As the world advances toward net-zero emissions, these related industries are expected to see growth opportunities.
# Investment
# Financial Products
# Stocks
# Taiwan
This year, AI-themed stocks have been a hot topic in the stock market, with companies such as NVIDIA and TSMC becoming focal points for investors. For those interested in investing in the AI industry, AI ETFs are a solid option. Examples include 00737, 00762, 00851, 00952. These ETFs include leading AI companies from Taiwan and around the world, making them suitable for investors looking to participate in the growth of the AI industry. Each ETF has unique holding strategies and management fees, so investors should select the option that best meets their needs.
# ETFs
# Investment Analysis
Silicon Photonics is an emerging technology that combines optical and semiconductor technologies, utilizing optical signals instead of electrical signals to achieve high-performance, low-power data transmission. Its applications span co-packaged optics (CPO), IT and telecommunications, data centers, sensors, AR/VR, and biotech and medical fields, positioning it as a potential key driver for AI, ultra-fast networking, and quantum computing. TSMC and ASE have also led the formation of the "Silicon Photonics Alliance," bringing together major players in optical communication and packaging industries to further promote technological development and enhance Taiwan's semiconductor industry competitiveness.
# Manufacturing Industry
The food industry encompasses the entire production chain, from raw material supply to final consumption. In the upstream sector, Taiwan primarily relies on imported raw materials. The midstream food processing industry focuses on converting these raw materials into semi-finished products, incorporating concepts of health and sustainable development. The downstream sector is divided into edible food and the food service industry, ranging from nutritional supplements to chain restaurants. All of these players are key members of the food industry chain.
# Service Industry
As temperatures rise, Taiwan's power supply issues have become a hot topic. In response, Taiwan Power Company (Taipower) introduced the "Power Grid Resilience Construction Plan" in 2022, driving increased demand in the heavy electrical industry. This sector encompasses three key areas: power generation, transmission, and distribution. From high-voltage cables to smart grids and smart meters, these components play vital roles in ensuring a stable power supply. In recent years, the development of renewable energy and the construction of smart grids have benefited related companies, leading to impressive market performance. The heavy electrical industry holds significant growth potential as power demand and energy transitions continue to evolve.
Electric vehicle (EV) concept stocks have garnered significant market attention, particularly Taiwan's suppliers in the upper and midstream sectors of the industry chain. From battery materials and components to vehicle production, Taiwanese companies play a crucial role in the EV supply chain. Upstream includes motors, vehicle bodies, and battery-related materials, while midstream covers energy and powertrain systems. Downstream EV manufacturers focus on the production of electric buses and passenger vehicles.
Taiwan's biotechnology industry has been steadily growing in response to an aging society and increasing health demands. It primarily encompasses three major sectors: pharmaceuticals, health supplements, and medical devices. Pharmaceuticals focus on new drug development and biologics. Health supplements saw a surge in demand during the pandemic. Medical devices continue to innovate, with strong export performance and high growth rates.
As global climate change intensifies and countries actively promote net-zero carbon emission policies, Taiwan has also set its goal for net-zero emissions by 2050 into the Climate Law, bringing the green energy industry into focus. The green energy supply chain can be divided into three parts: upstream developers and general contractors, midstream power generation and energy storage companies, and downstream electricity retailers. As the green energy industry continues to take shape, its future growth potential is substantial.
CoWoS (Chip on Wafer on Substrate) technology achieves heterogeneous integration by stacking chips, wafers, and substrates, making it ideal for high-performance computing and data center applications. This 2.5D packaging technology enhances chip performance, reduces heat generation, and minimizes size. With the rapid development of AI, demand for CoWoS technology has surged, benefiting companies like TSMC and its supply chain.
The shipping industry can be divided into three main sectors: upstream shipbuilding, midstream shipping route and port management, and downstream freight transport, forwarding, and logistics distribution. These companies are significantly affected by economic cycles, with their performance fluctuating in response to market demand and shipping rates.
# USA
# China
# Africa
# Monetary Policy
