24-year-old export orders, low-orbit satellite spectrum draft passed, securities transfer balance hit a high

The Statistics Department of the Ministry of Economic Affairs announced on the 21st that the export orders for February reached US$51.56 billion, 24 consecutive years, and continued to hit a new high in the same month. “Draft, applications will be opened in June at the earliest. In addition, the balance of securities transfer deposits in February continued to hit a record high of 3,188.9 billion yuan, showing that retail investors’ willingness to invest in the market is still not low. Here’s a recap of this week’s events:

Export orders in February hit a record high of US$51.56 billion for 24 consecutive years

The Statistics Department of the Ministry of Economic Affairs announced on the 21st the statistics of export orders for February. Although it was affected by the Lunar New Year holiday, due to the relief of material shortages in some supply chains, export orders for a single month were better than originally expected, reaching approximately US$51.56 billion, a decrease of 12.4% month-on-month. , an annual increase of 21.1%, 24 consecutive red, and continued to hit a new high in the same month over the previous year. The accumulated export orders in the first two months reached 110.44 billion US dollars, an annual increase of 15.9%.

Looking forward to March, the Statistics Department expects that all major commodities are expected to rebound from February. It is estimated that export orders in March will reach regarding US$58.5-60 billion, a monthly increase of 13.5%-16.4% and an annual increase of 9%-11.8%. It is expected to have a 25th consecutive year of success, and the amount of export orders in the first quarter will reach US$168.9-170.4 billion, setting a new high in the first quarter of the year, with a quarterly decrease of 11.5%-12.2% and an annual increase of 13.4%-14.4%.

Hon Hai plans to distribute 5.2 yuan per share to sprint electric bus, MIH layout

Hon Hai (2317-TW) announced the dividend policy on the 23rd. The proposed dividend is 5.2 yuan per share, a record high, with a distribution rate of 51%. It is expected to issue a dividend of 72.087 billion yuan. Among them, it is estimated that Hon Hai founder Guo Taiming holds 1.7422 million shares, and can receive regarding 1.7422 million shares. 9.06 billion yuan in cash.

Hon Hai is also in the smart city exhibition this week. The MODEL T, developed and produced by its subsidiary Honghua Advanced Research, joins hands with Metropolitan Passenger Transport. It is responsible for the connection of the venue during the exhibition. It also plans to introduce the Metropolitan bus route for trial operation. Hon Hai also revealed that the fair price The passenger car model MODEL C is expected to open for reservations following this year’s technology day and following October 18, while the MODEL E will start mass production in 2024.

The MIH Alliance, a subsidiary of Hon Hai, also held its first membership event this year on the 25th. Hon Hai Chairman Liu Yangwei mentioned as the opening guest that the electric vehicle business opportunity is regarding to grow explosively, and the cooperation between Hon Hai and its members is also starting, and more business opportunities will be created in the future. .

NCC approves low-orbit satellite spectrum draft to open applications as soon as June

The National Communications and Communication Commission (NCC) reviewed and approved the draft of “Relevant Matters Concerning the Application of Radio Frequency Assignment for Satellite Fixed Communications by Telecommunications Businesses” on the 23rd. A total of 6 new frequency bands will be added. The follow-up will be announced for 60 days, following the public briefing meeting and other procedures, Operators can apply for frequency bands as soon as June.

NCC has added frequency bands such as 10.7-12.7GHz, 13.75-14.5GHz, 17.7-20.2GHz and 27.5-30.0GHz, of which 27.9-29.5GHz must be used in agreement with the existing mobile broadband operators, and according to the “Telecommunication Management Law” , the applicant needs to register as a telecommunications business. Therefore, if low-orbit satellite companies such as SpaceX and OneWeb want to enter the Taiwan market, they may need to cooperate and negotiate with Taiwanese telecom companies.

The army of retail investors stayed behind in February, and the balance of securities transfer deposits continued to record highs

The central bank of Taiwan announced the financial situation in February on the 24th. The balance of securities transfer deposits, which is an indicator of retail investors, rebounded by 52.3 billion yuan from the previous month to 3.1889 trillion yuan, hitting a new high once more. The central bank pointed out that this mainly reflects the average daily trading value of the stock market in February. 293.6 billion yuan, up 16.2 billion yuan from January.

The central bank further pointed out that the proportion of natural person transactions in the total market in February rose slightly by 1.2 percentage points from the previous month to 61.5%, indicating that retail investors are still willing to invest in the market.

TSMC Zhongke Zero Waste Center will be opened next year and will be added in the north and south

TSMC (2330-TW)(TSM-US) Chairman of the Corporate Social Responsibility Committee and Senior Deputy General Manager of Eurasian Business He Limei said on the 23rd that the first zero-waste manufacturing center in Zhongke will be opened next year, and plans to set up zero-waste centers in the north and south are also planned.

TSMC also estimates that the average annual investment in ESG projects is regarding 1-2% of annual revenue.

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