本集介紹
法人表示，目前全球已有66國宣誓將在2050年前達成「碳中和」，積極的政策作為之一是加速電動車發展，也提出「新車全面電動化」的目標，在目標年份到來，燃油車將不再推出新車也無法銷售。在政策推行上，目前以歐洲最為積極，以挪威為例，目前電動車已占其新車年銷售的比例達到近60%，2025年起更將禁售燃油車，其他主要國家的作為，則以中國大陸、美國則次之。
中國政府「十四五規劃」中強調電動車產業的重要性，也推出《新能源汽車發展規劃 2021-2035年》等指引，顯示重點培植決心。根據中國車聯網白皮書預測，至2025年，中國智能車市場規模有望從2020年的人民幣2,000億元躍增至2025年的人民幣9,600億元，增幅達近五倍。
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為切入新趨勢產業電動車商機，鴻海集團持續在電動車業務加足馬力，主導的MIH聯盟25日將舉辦「MIH Consortium線上成立大會」，為7月MIH聯盟正式成立獨立運作鋪路，屆時還將公布組織章程、會籍、運作和服務更新。
電源大廠台達電5月營收達261.26億元，月減1.2%、年增10.8%，創歷史同期新高；累計今年前五月合併營收1,250.5億元，年增21.9%。台達電布局充電樁已久，包括「元大電動車N」（020022）、國泰全球智能電動車（00893）等ETF均將台達電納入成分股
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Delta (Taiwan power )
According to the legal person, 66 countries around the world have pledged to achieve "carbon neutrality" by 2050. One of the proactive policies is to accelerate the development of electric vehicles. It also proposed the goal of "full electrification of new vehicles", which will come in the target year. Fuel vehicles will no longer be launched and cannot be sold. In terms of policy implementation, Europe is currently the most active. Take Norway as an example. At present, electric vehicles account for nearly 60% of its annual sales of new vehicles. The sale of fuel vehicles will be banned from 2025. Mainland China and the United States are second.
The Chinese government’s "14th Five-Year Plan" emphasizes the importance of the electric vehicle industry, and has also issued guidelines such as the "New Energy Vehicle Development Plan 2021-2035", showing the determination to focus on cultivation. According to China's Internet of Vehicles white paper, China's smart car market is expected to jump from RMB 200 billion in 2020 to RMB 960 billion in 2025 by 2025, an increase of nearly five times.
In order to cut into the electric vehicle business opportunities in the new trend industry, Hon Hai Group continues to increase its power in the electric vehicle business. The leading MIH Alliance will hold the "MIH Consortium Online Inauguration Conference" on the 25th, paving the way for the official establishment of the MIH Alliance in July for independent operation. Publish the articles of association, membership, operations and service updates.
Delta's May revenue reached 26.126 billion yuan, a monthly decrease of 1.2% and an annual increase of 10.8%, a record high for the same period in history; cumulative consolidated revenue for the first five months of this year was 125.05 billion yuan, an annual increase of 21.9%. Delta has been deploying charging piles for a long time. ETFs including "Yuanta Electric Vehicle N" (020022) and Cathay Pacific Global Smart Electric Vehicle (00893) have included Delta as constituent stocks.
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