讀後心得

Yulon Group's response to the 32% tariffs imposed by the United States on Taiwan indicates that the rumors of receiving over ten billion in government subsidies are not true. They emphasize the necessity of domestic vehicles and state that they will cooperate with government policies to navigate through the crisis. Yulon points out that tariffs have a profound impact on the overall automotive industry, affecting both upstream and downstream industries as well as employment opportunities. Yulon also highlights its long-term investment in research and development, promoting domestic electric vehicles and enhancing component technology to ensure legal and compliant production. In the future, they will continue to invest in electric vehicles and green mobility services to support industry upgrades and innovation.

The tariff policies of the United States President have affected Taiwan, with a 32% reciprocal tariff imposed on Yulon’s domestic cars, attracting public attention. Yulon released a statement clarifying that the claim regarding Yulon receiving government subsidies amounting to tens of billions is not true, and relevant figures can be verified. They hope everyone will stop spreading misinformation and emphasize the importance of domestic cars in the development of cross-domain technologies. In facing the challenges posed by the United States' reciprocal tariffs, Yulon will cooperate with the government's overall strategies to respond to this crisis.

Yulon Group stated that the additional 25% tariff on imported vehicles and parts from the United States affects not just a single enterprise, but also impacts the entire industry chain and ecosystem. Taiwan's domestic car industry encompasses multiple complete vehicle manufacturers and component manufacturers, with upstream raw material suppliers covering steel, rubber and plastics, glass, etc. Moreover, the share of electrical and electronic components in vehicle costs is increasingly rising, indicating a broad impact. According to analyses by research institutions, an average of 1428 indirect job opportunities can be generated for every 100 vehicles manufactured, showcasing the spillover effects of this strategic industry.

Yulon emphasized that it has long been committed to compliant operations, legal tax payments, caring for employees, and taking on social responsibilities. The Taiwan automotive industry has a traceable history of development. In response to the government’s call for the development of a strategic automotive industry, Yulon has invested hundreds of billions in its own funds for independent research and development and brand building, and requests that unverified subsidy issues not be misrepresented. Furthermore, Yulon continuously enhances the technological competitiveness of Taiwan’s components and automotive electronics, collaborating with numerous Taiwanese component manufacturers to jointly advance research and development, ultimately entering the international supply chain.

Yulon pointed out that the funding required for the development of each vehicle varies, with molds and production equipment requiring an investment of at least 1 billion, laying a solid foundation for Taiwan's mold and tool machine industry—contributions that are often unknown in the domestic car industry. Additionally, the company jointly established with partners is dedicated to independent research and development, having launched the first mass-produced domestic electric vehicle and introduced local ICT firms as suppliers, further showcasing the upgrade potential of domestic cars and integrating Taiwan's ICT industry into the global automotive electronics supply chain.

Yulon emphasized that the existence of domestic cars is key to driving the realization of cross-domain technologies, particularly in the development of new energy vehicles and automotive AI, with domestic cars serving as an essential platform. Moreover, Yulon pointed out that all brands under its umbrella comply with legal production standards, with the vast majority of vehicle models having a self-manufacturing rate exceeding 70%, and new models continuously incorporating domestic components. Regarding online criticisms, Yulon highlighted that the group has a 70-year development history, and proceeding with related and diversified operations based on the accumulation of resources is a responsible representation to shareholders and employees, and also common knowledge for normal business development.

Looking ahead, Yulon Group will continue to comply with government policies, investing in the development of electric vehicles, green energy mobility services, and the automotive AI ecosystem on the basis of the complete vehicle industry while integrating local supply chains and working together with Taiwanese component manufacturers to achieve industrial upgrades and technological innovation.