Also known as: 特選臺灣綠能及電動車指數 · IX0152 Index (Bloomberg) · IX0152 (TIP code)
Tracked by: 00896 (ETF)
At a glance
- Weighting schemeFree float market cap
- Review frequencySemi-annual
- Single cap15
| Field | Value | Source text | Reading (model) |
|---|---|---|---|
| M1 Identity, objective, classification · 16 fields | |||
| Theme scope | Green energy, Electric vehicles, Semiconductors related group | 群組1：既屬於定義之綠能股票3且符合電動汽車股票4者。群組2：僅符合定義之綠能股票者。群組3：僅符合電動汽車股票者。群組4：不屬於群組1 或2 或3，屬於臺灣證券交易所、中華民國證券櫃檯買賣中心上市上櫃公司產業分類為半導體之股票。Open p.2 ↗ |
The selection groups cover green energy stocks, electric vehicle stocks, both, and a separate semiconductor group. |
| Supplier screening agent | 財團法人車輛研究測試中心 | 臺灣指數公司自委託財團法人車輛研究測試中心(簡稱「車輛中心」)篩選的1Open p.1 ↗ |
The Vehicle Research and Testing Center screens electric vehicle suppliers for Taiwan Index Company. |
| Reference source | 財團法人工業技術研究院新興能源產業年鑑 | 參考財團法人工業技術研究院新興能源產業年鑑 2，上市櫃電動車供應商依據公司治理評鑑、公開資訊觀測站以及產業價值鏈資訊平台等資料Open p.1 ↗ |
The methodology references ITRI's emerging energy industry yearbook. |
| Target constituent count | 50 securities | 成分股檔數固定50 檔，群組1 股票優先選入。Open p.2 ↗ |
The index is designed to hold a fixed 50 constituent stocks. |
| Semiconductor group cap | 10 securities | 其餘群組按照自由流通市值大小排序，均分剩餘成分股檔數，其中群組4 之上限為10 檔，餘數先自群組2、再群組3 選入。Open p.2 ↗ |
Group 4 semiconductor stocks are capped at 10 constituents. |
| Wind power group ratio cap | 0.666666666667 | 群組2 以風力發電產業股票5優先選入，但風力發電產業股票檔數占群組之比率不得超過三分之二。Open p.2 ↗ |
Within Group 2, wind power stocks receive priority but may not exceed two-thirds of the group. |
| Index name | Taiwan Index Company Select Taiwan Listed and Emerging Green Energy and Electric Vehicle Index | 編製臺灣指數公司特選臺灣上市上櫃綠能及電動車指數(簡稱「特選臺灣綠能及電動車指數」)，以表彰投資公司治理達標的綠能及電動車產業鏈代表性股票之投資績效表現。Open p.1 ↗ |
The document's official local index name corresponds to the Taiwan Index Company Select Taiwan Listed and OTC Green Energy and Electric Vehicle Index. |
| Index short name | 特選臺灣綠能及電動車指數 | 臺灣指數公司特選臺灣上市上櫃綠能及電動車指數(簡稱「特選臺灣綠能及電動車指數」)Open p.1 ↗ |
The short name used in the document is Select Taiwan Green Energy and Electric Vehicle Index. |
| Local index name | 臺灣指數公司特選臺灣上市上櫃綠能及電動車指數 | 編製臺灣指數公司特選臺灣上市上櫃綠能及電動車指數(簡稱「特選臺灣綠能及電動車指數」)Open p.1 ↗ |
The official local-language index name is Taiwan Index Company Select Taiwan Listed and OTC Green Energy and Electric Vehicle Index. |
| Administrator | 臺灣指數公司 | 臺灣指數公司自委託財團法人車輛研究測試中心(簡稱「車輛中心」)篩選的1，參考財團法人工業技術研究院新興能源產業年鑑 2Open p.1 ↗ |
The index provider is Taiwan Index Company. |
| Index family | 臺灣指數公司特選系列 | 編製臺灣指數公司特選臺灣上市上櫃綠能及電動車指數(簡稱「特選臺灣綠能及電動車指數」)Open p.1 ↗ |
The index is presented as a Taiwan Index Company selective index, but a formal family name is not explicitly stated. |
| Benchmark type | Not stated | — (not found verbatim in the PDF) |
The supplied sections do not state a regulated-benchmark classification. |
| Objective | 以表彰投資公司治理達標的綠能及電動車產業鏈代表性股票之投資績效表現。 | 以表彰投資公司治理達標的綠能及電動車產業鏈代表性股票之投資績效表現。Open p.1 ↗ |
The index aims to represent the investment performance of representative stocks in the green energy and electric vehicle supply chain that meet corporate governance standards. |
| Market classification | Domestic | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票Open p.1 ↗ |
The index covers domestic Taiwan stocks listed on the Taiwan Stock Exchange or listed on the TPEx OTC market. |
| Size segment | Custom | 成分股檔數固定50 檔，群組1 股票優先選入。Open p.2 ↗ |
The index is a themed 50-stock portfolio rather than a standard market-cap-size segment. |
| Index family type | Thematic | 以選入具代表性的綠能及電動車關聯產業股票組合為指數編製目標Open p.1 ↗ |
The index targets green energy and electric vehicle industry-chain stocks. |
| M2 Universe · 7 fields | |||
| Sampling scope | 指數母體 | 2. 採樣範圍：指數母體。Open p.1 ↗ |
The sampling scope is defined as the index universe. |
| Suspended new share certificate exception | Securities suspended because new share certificates are exchanged due to capital reduction, conversion into a holding company, a newly established company, or a change in par value may remain in the universe. | 但因減資或轉換為控股公司、新設公司或變更面額等原因換發新股票而停止買賣者仍可列入母體。Open p.1 ↗ |
Suspended stocks may remain in the universe when the suspension results from exchanging new share certificates after capital reduction, holding-company conversion, establishment of a new company, or par-value change. |
| Markets | TW | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票；非屬經公告為變更交易方法或停止買賣股票者；Open p.1 ↗ |
The index covers listed and over-the-counter companies in Taiwan. |
| Exchanges | 臺灣證券交易所, 中華民國證券櫃檯買賣中心 | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票；非屬經公告為變更交易方法或停止買賣股票者；Open p.1 ↗ |
The universe comprises stocks listed on the Taiwan Stock Exchange and stocks listed on the TPEx. |
| Boards | 上市, 上櫃 | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票；非屬經公告為變更交易方法或停止買賣股票者；Open p.1 ↗ |
The eligible listing segments are the Taiwan Stock Exchange listed market and the TPEx over-the-counter market. |
| Security types | Common | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票；非屬經公告為變更交易方法或停止買賣股票者；Open p.1 ↗ |
The universe is limited to common stocks. |
| Exclusions | securities publicly notified as having altered trading methods, securities publicly notified as suspended from trading | 普通股股票；非屬經公告為變更交易方法或停止買賣股票者；但因減資或轉換為控股公司、新設公司或變更面額等原因換發新股票而停止買賣者仍可列入母體。Open p.1 ↗ |
Securities publicly placed under altered trading methods or suspended from trading are excluded, subject to a stated exception for newly exchanged shares. |
| M3 Eligibility screens · 7 fields | |||
| Eligible universe | Common stocks listed on the Taiwan Stock Exchange or listed/registered on the TPEx GreTai Securities Market | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票Open p.1 ↗ |
The eligible universe consists of common stocks listed on the Taiwan Stock Exchange or traded as emerging/over-the-counter listed stocks on the Taipei Exchange. |
| Corporate governance screen | Threshold: score at or above the two-thirds rank within each group; Source: corporate governance evaluation results converted into scores | 群組1 至群組4 中，於各自群組內，利用公司治理評鑑結果換算之分數，篩選達三分之二順位分數以上者。Open p.2 ↗ |
Within each thematic group, candidates must have a converted corporate governance evaluation score at or above the two-thirds rank score. |
| Liquidity screen | Metric: Liquidity ratio; Window: 12 months; monthly turnover measured over the most recent 12 months; Threshold: Either ranked in the top 20% by trading value over the most recent 12 months, or free-float turnover of at least 3% in at least 8 of the most recent 12 months | 流動性檢驗： a. 最近12 個月成交金額前20%無條件通過。 b. 近12 個月中，至少有8 個月自由流通週轉率達3%。Open p.2 ↗ |
A security passes liquidity screening if it ranks in the top 20% by trading value over the most recent 12 months, or has free-float turnover of at least 3% in at least 8 of those 12 months. |
| Minimum free float | 3% | 近12 個月中，至少有8 個月自由流通週轉率達3%。Open p.2 ↗ |
The stated free-float turnover threshold is monthly free-float turnover of at least 3%; this is not stated as a minimum free-float percentage. |
| Financial screens | Sum of return on equity over the most recent 12 quarters must be greater than zero | 指標篩選： a. 選近12 季股東權益報酬率(ROE)總和>0。Open p.2 ↗ |
A candidate must have a positive aggregate return on equity over the most recent 12 quarters. |
| Business or ESG exclusions | Securities are classified into green-energy, electric-vehicle, and semiconductor-related groups; within each group, only companies scoring at or above the two-thirds rank score based on corporate governance evaluation results are selected. | 群組1 至群組4 中，於各自群組內，利用公司治理評鑑結果換算之分數，篩選達三分之二順位分數以上者。Open p.2 ↗ |
The methodology uses industry-theme grouping and a corporate governance evaluation score, retaining candidates at or above the two-thirds percentile score within each group. |
| Suspension rule | Rule: Securities publicly designated as traded under altered trading methods or as suspended are excluded from the index universe, except new shares whose trading is suspended because of capital reduction or conversion into a holding company, newly established company, or change of par value | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票；非屬經公告為變更交易方法或停止買賣股票者；但因減資或轉換為控股公司、新設公司或變更面額等原因換發新股票而停止買賣者仍可列入母體。Open p.1 ↗ |
Stocks subject to announced altered trading methods or trading suspension are excluded, except replacement shares suspended due to capital reduction, holding-company conversion, new-company formation, or par-value changes. |
| M5 Weighting and capping · 10 fields | |||
| Minimum weight (%) | 0.5% | 依股票自由流通開平方根市值作為計算標準，個別成分股權重不得超過15%或低於0.5%，且前五大成分股權重總和不得超過65%Open p.2 ↗ |
Each constituent's weight may not be below 0.5%. |
| Group 4 cap (%) | 25% | 群組4 選入成分股權重總和不得超過25%；群組2、群組3 選入成分股權重總和，各設下限為10%。Open p.2 ↗ |
The aggregate weight of constituents selected from group 4 may not exceed 25%. |
| Group 2 and 3 minimum weight (%) | Group: 2; Minimum (%): 10, Group: 3; Minimum (%): 10 | 群組4 選入成分股權重總和不得超過25%；群組2、群組3 選入成分股權重總和，各設下限為10%。Open p.2 ↗ |
Each of groups 2 and 3 has a 10% minimum aggregate constituent weight. |
| Free float coefficient update timing | Scheduled review effective date | 配合成分股定期審核生效日，更新自由流通量係數。Open p.5 ↗ |
Free-float coefficients are updated to coincide with the effective date of the periodic constituent review. |
| Minimum free float factor for sampling | 10% | 自由流通量係數若低於10%，則不納入成分股採樣。Open p.5 ↗ |
Securities with a free-float coefficient below 10% are not included in constituent sampling. |
| Weighting scheme | Free float market cap | 自由流通開平方根市值加權。Open p.2 ↗ |
The index is weighted by the square root of free-float-adjusted market capitalization. |
| Free float factor | Method: Free float | 依股票自由流通開平方根市值作為計算標準Open p.2 ↗ |
Weights use free-float-adjusted market capitalization, with coefficients sourced from the issuer's free-float coefficient rules. |
| Weight cap | 15% | 個別成分股權重不得超過15%或低於0.5%，且前五大成分股權重總和不得超過65%Open p.2 ↗ |
No individual constituent may have a weight above 15%. |
| Group cap | Top n: 5; Aggregate (%): 65 | 個別成分股權重不得超過15%或低於0.5%，且前五大成分股權重總和不得超過65%Open p.2 ↗ |
The aggregate weight of the five largest constituents may not exceed 65%. |
| Divisor adjustment rule | Market-capitalization reference indices adjust the divisor while leaving coefficient products unchanged; investable and Smart Beta indices may adjust coefficient products or the divisor according to indexing-investment needs. | 「市值參考型指數」係傳統的市場參考指標，主要反映指數成分股價格波動所造成的發行市值消長，為避免僅因企業活動改變指數市值而導致指數斷層的不連續現象，採調整指數除數但係數乘積不變的方式，以維持指數的連續性From TIP Corporate Actions and Events Methodology ↗ |
To maintain index continuity, market-capitalization reference indices adjust the divisor without changing coefficient products, while market-capitalization investable and Smart Beta indices assess practical indexing needs and adjust coefficient products or the divisor. |
| M6 Review and rebalance schedule · 7 fields | |||
| Fixed constituent count | 50 constituents | 每次定期審核後選取固定的成分股數目50 檔。Open p.4 ↗ |
Each scheduled review selects a fixed constituent count of 50 securities. |
| Insufficient history data rule | For holding companies or newly established companies whose screening-data history is insufficient for a scheduled review, data for a representative company or stock may be combined if the representative company qualifies for the sampling universe. | 控股公司或新設公司定期審核使用之成分股篩選資料期間不足者，如轉換股份之代表公司符合採樣母體資格，得合併採用該代表公司或股票之資料。Open p.5 ↗ |
When a holding or newly established company lacks sufficient screening history, data from a qualifying representative company or stock may be combined for the scheduled review. |
| Review frequency | Semi-annual | 每年2 次進行成分股定期審核，以5、11 月的第7 個交易日為審核基準日，審核資料截至4、10 月最後1 個交易日。Open p.4 ↗ |
Constituents are reviewed twice per year. |
| Review types | Semi annual review, Ad hoc | 每年2 次進行成分股定期審核，以5、11 月的第7 個交易日為審核基準日，審核資料截至4、10 月最後1 個交易日。Open p.4 ↗ |
The index has semi-annual scheduled constituent reviews and unscheduled adjustments. |
| Review months | May, November | 每年2 次進行成分股定期審核，以5、11 月的第7 個交易日為審核基準日，審核資料截至4、10 月最後1 個交易日。Open p.4 ↗ |
Scheduled reviews use review reference dates in May and November. |
| Data cutoff rule | The review reference date is the seventh trading day of May and November; review data are cut off as of the last trading day of April and October, respectively. | 每年2 次進行成分股定期審核，以5、11 月的第7 個交易日為審核基準日，審核資料截至4、10 月最後1 個交易日。Open p.4 ↗ |
Each semi-annual review uses the seventh trading day of May or November as its reference date and data through the last trading day of April or October. |
| Effective date rule | Scheduled review results become effective five trading days after the review reference date. | 成分股定期審核結果，於審核基準日之後，間隔5 個交易日後生效。Open p.4 ↗ |
Changes resulting from a scheduled review take effect five trading days after the review reference date. |
| M8 Corporate actions, IPOs, ad-hoc changes · 5 fields | |||
| Divisor maintenance for scheduled review | Before a scheduled review becomes effective, closing data from the prior trading day are used to calculate the market-capitalization difference between the new and old constituent portfolios as the changed index market capitalization. | 指數除數維護方式，採成分股定期審核生效日前一交易日收盤資料，計算新成分股組合與原成分股組合之指數市値差異作為異動指數市值。Open p.4 ↗ |
The divisor for scheduled reviews is maintained using the prior trading day's closing data to measure the market-capitalization difference between the new and old portfolios. |
| Ad-hoc deletion | Other | 成分股不定期調整、係數乘積、發行股數、指數除數等維護，依本公司「TIP 指數系列企業活動處理通則」辦理；成分股若因此刪除，則不予遞補。Open p.5 ↗ |
Constituents may be removed through unscheduled adjustments handled under the corporate-actions rules, but the supplied text does not enumerate specific deletion triggers. |
| Replacement policy | None | 成分股不定期調整、係數乘積、發行股數、指數除數等維護，依本公司「TIP 指數系列企業活動處理通則」辦理；成分股若因此刪除，則不予遞補。Open p.5 ↗ |
If a constituent is deleted through an unscheduled corporate-action adjustment, it is not replaced. |
| Corporate actions guide ref | TIP 指數系列企業活動處理通則 | 成分股不定期調整、係數乘積、發行股數、指數除數等維護，依本公司「TIP 指數系列企業活動處理通則」辦理Open p.5 ↗ |
Unscheduled constituent adjustments, coefficient products, issued shares, and index divisor maintenance follow the TIP Index Series Corporate Action General Rules. |
| Merger spinoff rules | Merger acquisition: Treatment depends on whether the acquirer is a constituent and whether consideration is cash, newly issued shares, or mixed cash and shares; acquired constituents are deleted at termination, retained market value is used during suspension, and acquirer shares or coefficients are adjusted as specified; Spin off: Spin-offs are treated according to whether the spun-off new or existing company belongs to the index universe and sampling universe; if it qualifies, it may be added, otherwise the split constituent is deleted or retained with reduced shares and divisor adjustment | 合併公司全數以現金收購合併成分股公司或非成分股公司From TIP Corporate Actions and Events Methodology ↗ |
Mergers and acquisitions are handled according to the acquirer's constituent status and the form of consideration, with acquired constituents deleted, retained values carried through suspension, and shares, coefficients and divisors adjusted by the applicable branch. A constituent spin-off may result in deletion, retention with a reduced share count, or inclusion of the spun-off company depending on index-universe and sampling-universe eligibility. |
| M9 Calculation and return variants · 14 fields | |||
| Base date | 2021-06-29 | 註1：基期設定為2021 年6 月29 日，基準指數設定為5000 點。Open p.4 ↗ |
The base date is set as 29 June 2021. |
| Base value | 5,000 points | 註1：基期設定為2021 年6 月29 日，基準指數設定為5000 點。Open p.4 ↗ |
The base index value is set at 5,000 points. |
| Shares used in formula | Issued shares | 𝑠𝑖,𝑡=成分股i 在t 日的發行股數Open p.4 ↗ |
The index formula uses each constituent's issued shares. |
| Coefficient source | TIP Index Series Corporate Action Handling General Rules for SmartBeta investment indices | 使用之係數依本公司「TIP 指數系列企業活動處理通則」SmartBeta 投資型指數所定Open p.4 ↗ |
Coefficients used in the market-capitalisation formula follow the TIP SmartBeta investment-index corporate-action rules. |
| Realtime start date | 2021-08-02 | 特選臺灣綠能及電動車指數自2021 年8 月2 日起，於臺灣證券交易所與中華民國證券櫃檯買賣中心交易時間內Open p.3 ↗ |
Real-time calculation began on 2 August 2021. |
| Trading venues | Taiwan Stock Exchange, Taipei Exchange | 於臺灣證券交易所與中華民國證券櫃檯買賣中心交易時間內，每隔五秒以成分股最新成交價格計算及公布即時指數一次Open p.3 ↗ |
Real-time calculations occur during trading hours on the Taiwan Stock Exchange and the Taipei Exchange. |
| Formula type | Divisor | 特選臺灣綠能及電動車指數為「價格指數」：
指數市值× 基準指數指數=指數除數Open p.4 ↗ |
The indices are calculated using a divisor. |
| Price source | Latest trade price | 每隔五秒以成分股最新成交價格計算及公布即時指數一次，並於每日收盤後計算一次收盤指數。Open p.3 ↗ |
Intraday index calculations use each constituent's latest trade price. |
| Calculation frequency | Intraday interval: 5 seconds; End of day: Yes | 每隔五秒以成分股最新成交價格計算及公布即時指數一次，並於每日收盤後計算一次收盤指數。Open p.3 ↗ |
The price index is calculated every five seconds during market hours and once after each close, while the total return index is calculated once after each close. |
| Return variants | PR, GTR | 特選臺灣綠能及電動車指數分「價格指數」 (Price Index)、「報酬指數」 (Total Return Index)Open p.1 ↗ |
The index family includes a price index and a total return index. |
| Dividend treatment | Cash dividends are incorporated into the total return index to reflect returns including cash dividends. | 就特選臺灣綠能及電動車指數考量現金股利因素後加以調整，用以反映包含現金股利之報酬Open p.3 ↗ |
The total return index adjusts the price index for cash dividends to reflect total return including cash dividends. |
| Divisor adjustment | after-close constituent changes under the corporate-action rules | 收盤後成分股依本公司「TIP 指數系列企業活動處理通則」SmartBeta 投資型指數調整指數除數以維持指數連續性Open p.4 ↗ |
The divisor is adjusted after the close for constituent changes specified in the TIP corporate-action rules to maintain index continuity. |
| Market disruption rule | If the TWSE centralised market cannot open normally or is closed, index calculation and publication stop. | 若證交所有價證券集中交易市場（以下稱：集中市場）因故無法正常開市或休市，指數將停止計算發布。From TIP General Principles for TIP Securities Indices ↗ |
Index calculation and publication are stopped when the Taiwan Stock Exchange centralised market is unable to open normally or is closed. |
| Recalculation policy | Missed intraday real-time indices are not recalculated after a real-time calculation or publication system failure., Affected daily closing indices after a major-emergency suspension are recalculated within five trading days after operations resume. | 若指數發生3.3.2 之情事，將不會回溯計算發布遺漏的盤中即時指數。From TIP General Principles for TIP Securities Indices ↗ |
Missed intraday real-time values are not back-calculated, whereas closing values affected by a major-emergency suspension are retrospectively calculated and corrected. |
| M10 Governance, change policy, disclosure · 11 fields | |||
| Index administrator | Taiwan Index Company | 由臺灣指數公司負責編製，委請臺灣證券交易所計算及即時資訊傳輸。Open p.1 ↗ |
Taiwan Index Company compiles the index. |
| Calculation agent | Taiwan Stock Exchange | 由臺灣指數公司負責編製，委請臺灣證券交易所計算及即時資訊傳輸。Open p.1 ↗ |
The Taiwan Stock Exchange is engaged to calculate the index and transmit real-time information. |
| Periodic constituent reviews | Taiwan Index Company conducts periodic constituent reviews according to the index compilation rules. | 臺灣指數公司依指數編製規則進行成分股定期審核。Open p.1 ↗ |
Taiwan Index Company conducts periodic constituent reviews in accordance with the index compilation rules. |
| Records retention | Taiwan Index Company keeps closing market-capitalisation records for all constituent stocks. | 臺灣指數公司將保存所有成分股的收盤市值紀錄。Open p.1 ↗ |
Taiwan Index Company maintains closing market-capitalisation records for all constituent stocks. |
| General rules reference | Principles for index compilation, maintenance, and administration refer to the Taiwan Index Company General Rules for Securities Indices. | 指數編製、維護及管理等原則，參閱「臺灣指數公司有價證券指數通則」。Open p.1 ↗ |
Index compilation, maintenance, and administration principles refer to Taiwan Index Company's general rules for securities indices. |
| Oversight body | Index Compilation Committee | 本公司設立指數編製委員會，提供對指數編製、維護等的重大規則的相關諮詢和建議，並對其他涉及指數運作和業務發展的事項提供建議。From TIP General Principles for TIP Securities Indices ↗ |
The company establishes an Index Compilation Committee to provide consultation and recommendations on major index compilation and maintenance rules. |
| Discretion points | handling urgent situations not covered or not clearly governed by the rules, deciding whether to terminate an index, final decision on changes to individual index compilation rules, adjusting weight-cap parameters when weights total less than 100%, shortening the announcement period for methodology changes in specified circumstances | 又必須及時處理時，其處理方式的任何決定，本公司將基於指數能符合公正、公平、公開的原則下進行決策。From TIP General Principles for TIP Securities Indices ↗ |
The company may decide treatment of unforeseen urgent matters, determine whether to terminate indices, make final decisions on methodology changes, and adjust weight-cap parameters or notice periods in specified situations. |
| Methodology review frequency | The general rules are reviewed from time to time; the committee normally meets twice per year. | 本指數通則由本公司不定期審視，以期能持續實現指數之編製目標From TIP General Principles for TIP Securities Indices ↗ |
The general rules are reviewed irregularly, while the Index Compilation Committee is normally convened twice per year. |
| External review | The Index Compilation Committee is consulted on content formulation and major changes to the general rules. | 內容制定或任何重大變更將向指數編製委員會徵詢意見，作為擬訂或增修之參考。From TIP General Principles for TIP Securities Indices ↗ |
Opinions are sought from the Index Compilation Committee when formulating the rules or making any material changes. |
| Change announcement | Taiwan Index Company website, technical notices, press releases, notifications to authorised clients | 授權發行金融商品之指數，編製規則修改將於新編製規則生效前於本公司網站公告技術通知。From TIP General Principles for TIP Securities Indices ↗ |
Results, rules, changes and emergency responses are disclosed on the company website, through technical notices or press releases, and by notifications to authorised clients. |
| Cessation policy | insufficient number of constituents, incomplete or unreliable data required for periodic review, changes in market environment, regulations or potential constituents making the objective difficult to achieve, a customised index's original purpose no longer exists or there is no practical application demand | 指數終止編製發布之啟動事由，包含但不限於下列情事；本公司經審慎評估後，決定指數是否終止編製發布。指數成分數量不足From TIP General Principles for TIP Securities Indices ↗ |
An index may be terminated after careful assessment when constituents are insufficient, review data are incomplete or unreliable, market or regulatory changes prevent achievement of its objective, or a customised index has no purpose or demand. |
Open points · 36Model-written, for reference
- 1Profile_m1_m3: model reply contained no JSON object (stop reason=end turn, output tokens=4653); asked again one group at a time
- 2Index vendor code, ISIN, and third-party tickers were not stated.
- 3Calculation agent, launch date, base date, base value, calculation currency, methodology version, and methodology date were not stated.
- 4Intended use and formal benchmark regulatory status were not stated.
- 5A formal index-family or parent-index name was not explicitly stated.
- 6No explicit company nationality assignment rule was stated; coverage is inferred from the Taiwan listed and TPEx markets.
- 7No parent index whose constituents form the universe was identified; the document defines the universe directly as TWSE-listed and TPEx-listed common stocks.
- 8No minimum listing-period or trading-history requirement was stated.
- 9No minimum market capitalization, rank threshold, or other size screen for eligibility was stated.
- 10No minimum free-float percentage was stated; the document only specifies a monthly free-float turnover threshold.
- 11No foreign ownership limit, foreign room, or minimum foreign available investment ratio was stated.
- 12No minimum voting-rights requirement was stated.
- 13No minimum share-price screen or currency threshold was stated.
- 14No abnormal or extreme price increase exclusion was stated.
- 15No explicit liquidity buffer for existing constituents was stated.
- 16No shares outstanding source or update rule was stated.
- 17No divisor adjustment or index continuity mechanism was stated.
- 18No foreign ownership limit or foreign room treatment was stated.
- 19No sector or country cap was stated; the group caps are thematic groups rather than identified sectors or countries.
- 20No announcement timing or publication channel for review results is stated.
- 21No separate weight-rebalancing or weight-reset frequency is stated beyond scheduled constituent reviews and corporate-action maintenance.
- 22No rank buffer, size-segment buffer, liquidity buffer for existing constituents, or maximum turnover per review is stated.
- 23No fast-entry rule for large new listings is stated.
- 24Specific ad-hoc deletion triggers, merger/spin-off treatment, deletion price, and share/float-change threshold are not stated; the document refers to the separate TIP corporate-actions guide.
- 25No published-index precision or number of decimal places is stated.
- 26No withholding-tax basis for a net total return variant is stated; only a price index and a total return index are identified.
- 27No detailed dividend reinvestment mechanics, ex-date treatment, or reinvestment price are stated.
- 28No market-disruption or market-closure calculation rule is stated.
- 29No recalculation or published-level error-correction policy is stated.
- 30No oversight committee or governance body is identified beyond Taiwan Index Company's compilation role.
- 31No methodology-review frequency, external review, consultation procedure, or material-change definition is stated.
- 32No notice period for methodology or constituent changes is stated.
- 33No disclosure channels or constituent-publication frequency are stated.
- 34No index cessation or discontinuation policy is stated.
- 35Not coveredM4 Selection and constituent count: not covered by this edition
- 36Not coveredM7 Buffers and turnover control: not covered by this edition
Read by a language model (doubao-seed-2.1-pro) on 2026-10-04 · prompt 1.3 · schema 1 · 76 of 76 quotes found word for word in the PDF · includes general rules: General Principles for TIP Securities Indices v1.1.2, TIP Corporate Actions and Events Methodology v2.3.7
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