元大金控 元大金控 元大金控

The Lunar New Year is Taiwan’s most emotionally unifying holiday. To help underprivileged children experience the warmth of the festival and societal care, Yuanta Financial Holding Company (FHC) and Yuanta Cultural and Educational Foundation (Foundation) hosted two “Yuanta Happiness Day” events on February 4th and 5th. We invited 117 children from two remote elementary schools and an orphanage in northern Taiwan to visit a renowned sporting goods store. Accompanied by Yuanta volunteers, the children personally selected sportswear and shoes as New Year gifts. A total of 32 Yuanta volunteers participated in the event, allowing the children to experience the warmth and meaning of the New Year in advance. Yuanta Happiness Day originated in the year 2012, just before the Lunar New Year. Mrs. Li-Chuang Tu, then chairwoman of the Yuanta Foundation—affectionately known as “Grandma Tu” by the children—noticed that for the youngsters, the happiest part of celebrating the New Year was putting on new clothes and shoes. She specially invited children from orphanages to visit department stores before the start of the new school term after the holiday. Accompanied by Yuanta volunteers, the children selected their own happiness gift packs, experiencing a New Year blessing tailored just for them. This meaningful event has continued to this day, distributing nearly ten thousand gift packs. Seeing the children’s satisfied smiles after each event is the greatest motivation for the Yuanta Group to keep organizing Yuanta Happiness Day. These past two days, children have entered the store with beaming smiles, enthusiastically discussing their chosen treasures with classmates. Yuanta volunteers warmly accompanied them, generously offering styling advice, sharing life experiences and growth stories, and building genuine connections with the children. Yuanta Happiness Day is more than just a charitable event—it is a journey of growth alongside underprivileged students. Beyond providing material support, we hope that through small changes each year, the children will feel the power of being respected and valued. Yuanta FHC has consistently fulfilled the commitment to corporate social responsibility, dedicating long-term efforts to caring for children and youth. Over the past fifteen years, we have organized 55 Yuanta Happiness Day events. With the warm companionship of 2,449 volunteers, we have distributed a total of 9,666 happiness gift packs. Through concrete actions, we safeguard children’s needs, join hands with the public to spread happiness, and let love and companionship illuminate every corner of society.

Global non-profit organization CDP released its 2025 assessment, with Yuanta Financial Holding Company (FHC) making the highest Climate A List for the sixth straight year. Only two percent (2%) of assessed companies worldwide achieved this distinction. Yuanta FHC has maintained the Leadership Level for eight consecutive years—the best performance among Taiwan’s financial sector. Yuanta FHC has fully disclosed greenhouse gas (GHG) reduction efforts, climate risk and opportunity management, and transition goal setting across all dimensions, demonstrating sustainable management capabilities and earning international recognition. Yuanta FHC participates in the global low-carbon transition process, becoming Taiwan’s first financial institution to explicitly internalize the external costs of GHG emissions through explicit pricing. By referencing international carbon price trends and estimating carbon costs under a 2050 net-zero emissions scenario, Yuanta FHC has established a pricing mechanism for the Yuanta Group’s GHG emissions and will adjust prices annually. This approach integrates with each subsidiary’s carbon reduction targets, evaluates the benefits of various energy-saving and carbon-reduction projects, and implements climate responsibility through internal carbon pricing. With the sustainability vision of “becoming an international benchmark enterprise for sustainability, actively promoting a better future for future generations,” Yuanta FHC proactively responds to government policies by utilizing renewable energy. All Group-owned buildings have switched to green electricity, with branch locations achieving approximately 30% green electricity usage. Newly constructed Group buildings simultaneously install solar photovoltaic panels, steadily increasing renewable energy consumption year by year. By the end of October 2025, renewable energy usage had already surpassed eight percent (8%) of the green electricity consumption recorded in 2024. The Group continues to advance various energy-saving and carbon-reduction initiatives, including replacing high-energy-consumption equipment and installing energy-efficient lighting. Concurrently, the adoption of smart energy monitoring systems ensure effective implementation of energy management practices. As a member of the Coalition of Movers and Shakers on Sustainable Finance, Yuanta FHC commits to taking more proactive and concrete actions across five key areas: “green procurement,” “funding and engagement,” “information disclosure,” “assistance and promotion,” and “international outreach.” This includes conducting comprehensive inventories and disclosures of carbon emissions across all investment and financing portfolios and establishing carbon reduction strategies and pathways aligned with Science Based Targets (SBTi). Yuanta FHC has signed the SBTi Net-Zero pledge, supporting the 1.5℃ global warming control target. The goal is to reduce carbon emissions from internal operations by 42% by 2030. To date, each phase has exceeded targets ahead of schedule. Relevant data is compiled in the annual “Climate and Nature-Related Financial Disclosures Report” (TCFD Report Series). Through scientific methodologies and risk management mechanisms, we drive the industry and society toward progressive alignment with sustainable development goals.