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UPC — Investor Presentation 2023
Aug 18, 2023
51771_rns_2023-08-18_e153a590-46d8-4633-952c-b2d9f3974422.pdf
Investor Presentation
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2023年08月18日
議程
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報告人 公司發展與未來展望 總經理室張靜怡特助
經營績效 財務行政部吳盛銓副總經理 柯衣紹副董事長 Q & A 畢淑蒨總經理 吳盛銓副總經理
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聯成化科法人說明會© 2023 UPC Technology Corp.
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免責聲明
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本簡報所提供資訊均基於本公司目前可得知之資訊所推測、評估及規劃，所有訊息包含 業務展望或前瞻性的看法，皆可能因未知風險、不確定因素及其他因素影響而導致改變 或發生重大差異。
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本簡報所提供之資訊不代表本公司、產業狀況或後續重大發展之完整論述。
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除法令規定者外，本公司不因任何新事件或新資訊的發生而負有更新或修正之義務。
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聯成化科法人說明會© 2023 UPC Technology Corp.
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1. 公司發展與未來展望
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聯成化科法人說明會© 2023 UPC Technology Corp.
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公司基本資料
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成立時間：1976年8月
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上市時間: 1989年3月(股票代號: 1313)
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董事長：苗豐強
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副董事長：柯衣紹
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總經理：畢淑蒨
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員工總人數：1,915人 (截至2023/07/31)
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合併營業額
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2022年：新台幣728 億元
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2023年Q1~Q2：新台幣335億元
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聯成化科法人
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2023 UPC Technology Corp.
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亞洲佈局八大產銷基地 行銷全球 4,000 + 個客戶
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三大事業群，提供專業及多元化的產品與
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特化 事業
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無毒無苯氫化可塑劑(DINCH)
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• 對苯二甲酸酯可塑劑(DINTP)
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偏苯三酸酯可塑劑(TOTM、TINTM、TPHTM)
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• 己二酸酯可塑劑(DOA、DINA、DPHA)
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• 生物基可塑劑(ESBO、DOS)
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• 聚酯可塑劑(UN600系列)
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• 線性可塑劑(911P、810TM、TNOTM)
核心 事業
物流 與服務 事業
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因應低碳環保產業趨勢，持續開發綠色可塑劑
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2022年可塑劑總銷量124.4萬噸
各類可塑劑銷售佔比
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低碳足跡生質及CO 基可塑劑
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醫療級可塑劑
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年擴建
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遼寧盤錦
PA + 70 KTPA
MA + 50 KTPA
(2023年底)
江蘇泰州
可塑劑
+145KTPA ()
(2023/9)
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2023年底總產能將達487萬噸 苯酐及可塑劑產能為全球第一
單位: KTPA (千噸/年)
4,873
4,606 4,280
4,135
- 折合DEHP可塑劑產能
、 、 ** 其它特化 : FA UPR POLYOL
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產品銷量及全球市場分布占比
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2023/H1 產品總銷量93.4萬噸 全球區域市場銷量占比
酸酐 9% 特化 2%
日韓
歐洲
大陸
1.6 %
PVC 22%
0.03 %
美洲 87.3 %
0.7 %
產品與服務
可塑劑 67%
中東及 東南亞 台灣
營收占比(%)
非洲 及南亞 2.4 %
0.8 % 6.9 %
紐澳
0.3 %
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2022~2024
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需求量年複合成長率
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%
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| 48,083 (+5.8%) |
46,448 (-3.4%) |
47,284 (+1.8%) |
49,034 (+3.7%) |
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需求量約
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萬噸，
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需求量年複合成長率
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* Source:
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Market Analytics by
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IMF (2023.07)
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物流服務事業: 倉儲+ 車隊運輸，持續提升服務量能
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台灣
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| 倉儲 | 倉儲 | 車隊運輸 (普運+ 危運) |
車隊運輸 (普運+ 危運) |
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|---|---|---|---|---|---|
| 地區 | 倉庫面積 (M2) |
儲槽容積 (M3) |
車頭 數量 |
掛車 數量 |
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| 自有 | 盤錦 | 9,289 | 103,000 | 8 | 11 |
| 江蘇 | 38,355 | 270,850 | 42 | 53 | |
| 廣東 | 12,771 | 140,620 | 43 | 49 | |
| 四川 | 3,868 | 25,400 | 2 | 2 | |
| 台灣 | 4,526 | 46,337 | - | 16 | |
| 馬來西亞 | 384 | 36680 | 6 | 6 | |
| TOTAL | 69,193 | 622,887 | 101 | 137 | |
| 外協 | 台灣 | - | 15,600 | - | |
| 盤錦 | - | - | 65 | ||
| 華東 | - | - | 43 | ||
| 華南 | - | - | 53 | ||
| 四川 | - | - | 3 | ||
| 泰國 | - | 3,042 | - | ||
| 越南 | - | 1,761 | - | ||
| TOTAL | 20,403 | 164 |
聯成化科法人說明會© 2023 UPC Technology Corp.
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物流服務事業: 自有碼頭+ 外協碼頭
散裝化學品碼頭裝卸與管線輸送
遼寧盤錦
Own Jetty
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50,000 DWT
•
10,000 DWT
遼寧盤錦
江蘇泰州
廣東中山 江蘇鎮江
Own Jetty
Own Jetty
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• 江蘇泰州 50,000 DWT
5,000 DWT 廣東中山
廣東珠海
廣東珠海
3 [rd] party Jetty 江蘇鎮江
•
80,000 DWT 3 [rd] party Jetty
• 50,000 DWT • 20,000 DWT
•
5,000 DWT
馬來西亞 馬來西亞
3 [rd] party Jetty
•
23,000 DWT
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聯成化科法人說明會© 2023 UPC Technology Corp.
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聯成集團減碳減排績效
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: 1,000 MT-
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e
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範疇1 : 製程排放& 燃料燃燒(直接排放) 範疇2 : 外購電、熱、蒸汽等能源(間接排放)
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| 2021 2022 2023/H1 溫室氣體盤查排放量 (範疇1+範疇2) 845 788 366 碳排-範疇1 530 491 224 碳排-範疇2 315 297 142 減碳量 (減少範疇1+2 碳排) -80 -37 -21 • PA/MA製程餘熱副產蒸汽- 用於TG發電 • 製程改善(提升產率/降低公用單耗) • PA蒸餾殘渣熱回收(用於熱媒鍋爐補充燃料) • 可塑劑製程雜醇熱回收 • PA廢酸水回收生產FA 減排量 (減少範疇1+2 以外的碳排) -600 -660 -337 • PA/MA製程餘熱副產蒸汽- 用於製程/公用 • PA/MA製程餘熱副產蒸汽- 外售 • 棧板/ 太空袋回收 減碳+ 減排量 -680 -697 -358 |
2021 2022 2023/H1 溫室氣體盤查排放量 (範疇1+範疇2) 845 788 366 碳排-範疇1 530 491 224 碳排-範疇2 315 297 142 減碳量 (減少範疇1+2 碳排) -80 -37 -21 • PA/MA製程餘熱副產蒸汽- 用於TG發電 • 製程改善(提升產率/降低公用單耗) • PA蒸餾殘渣熱回收(用於熱媒鍋爐補充燃料) • 可塑劑製程雜醇熱回收 • PA廢酸水回收生產FA 減排量 (減少範疇1+2 以外的碳排) -600 -660 -337 • PA/MA製程餘熱副產蒸汽- 用於製程/公用 • PA/MA製程餘熱副產蒸汽- 外售 • 棧板/ 太空袋回收 減碳+ 減排量 -680 -697 -358 |
2021 2022 2023/H1 溫室氣體盤查排放量 (範疇1+範疇2) 845 788 366 碳排-範疇1 530 491 224 碳排-範疇2 315 297 142 減碳量 (減少範疇1+2 碳排) -80 -37 -21 • PA/MA製程餘熱副產蒸汽- 用於TG發電 • 製程改善(提升產率/降低公用單耗) • PA蒸餾殘渣熱回收(用於熱媒鍋爐補充燃料) • 可塑劑製程雜醇熱回收 • PA廢酸水回收生產FA 減排量 (減少範疇1+2 以外的碳排) -600 -660 -337 • PA/MA製程餘熱副產蒸汽- 用於製程/公用 • PA/MA製程餘熱副產蒸汽- 外售 • 棧板/ 太空袋回收 減碳+ 減排量 -680 -697 -358 |
2021 2022 2023/H1 溫室氣體盤查排放量 (範疇1+範疇2) 845 788 366 碳排-範疇1 530 491 224 碳排-範疇2 315 297 142 減碳量 (減少範疇1+2 碳排) -80 -37 -21 • PA/MA製程餘熱副產蒸汽- 用於TG發電 • 製程改善(提升產率/降低公用單耗) • PA蒸餾殘渣熱回收(用於熱媒鍋爐補充燃料) • 可塑劑製程雜醇熱回收 • PA廢酸水回收生產FA 減排量 (減少範疇1+2 以外的碳排) -600 -660 -337 • PA/MA製程餘熱副產蒸汽- 用於製程/公用 • PA/MA製程餘熱副產蒸汽- 外售 • 棧板/ 太空袋回收 減碳+ 減排量 -680 -697 -358 |
|---|---|---|---|
| 2021 | 2022 | 2023/H1 | |
| 溫室氣體盤查排放量 (範疇1+範疇2) |
845 | 788 | 366 |
| 碳排-範疇1 | 530 | 491 | 224 |
| 碳排-範疇2 | 315 | 297 | 142 |
| 減碳量 (減少範疇1+2 碳排) |
-80 | -37 | -21 |
| • PA/MA製程餘熱副產蒸汽- 用於TG發電 • 製程改善(提升產率/降低公用單耗) • PA蒸餾殘渣熱回收(用於熱媒鍋爐補充燃料) • 可塑劑製程雜醇熱回收 • PA廢酸水回收生產FA |
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| 減排量 (減少範疇1+2 以外的碳排) |
-600 | -660 | -337 |
| • PA/MA製程餘熱副產蒸汽- 用於製程/公用 • PA/MA製程餘熱副產蒸汽- 外售 • 棧板/ 太空袋回收 |
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| 減碳+ 減排量 | -680 | -697 | -358 |
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節能減碳專案(綠能發電) : 安裝太陽能板規劃總面積60,363 M[2] =年總發電量10,532 MWh= 每年減碳5,213 噸(CO2e)
| 廠區 | 預計太陽能年發電量 (MWh) |
預計年減碳量 (MT-CO2e) |
|---|---|---|
| 台灣 | 211 | 104 |
| 馬來西亞 | 500 | 248 |
| 中山 (已完成) |
770 | 381 |
| 珠海 | 1,621 | 802 |
| 鎮江 | 270 | 134 |
| 泰州聯化 | 540 | 267 |
| 泰州聯塑 | 4,300 | 2,129 |
| 盤錦 | 1,350 | 668 |
| 南充 | 970 | 480 |
| TOTAL | 10,532 | 5,213 |
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每年可減碳
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| 製程設備 | 改善措施 | 預計每年減碳量 (MT － CO 2 e) |
|---|---|---|
| 空壓機 | 以兩級壓縮機型+變頻 取代效率差之老舊空壓機 |
1,795 |
| 冷卻水泵 | 更換高效率節能水泵 | 6,770 |
| PA/ MA 鼓風機 |
變頻取代IGV | 2,450 |
| 提升蒸汽利用效率 | 低壓取代高壓 節省之高壓蒸汽轉TG發電 |
6,675 |
| 台灣林園廠增設TG發電 (預計2023年10月底完成) |
6,760 |
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| 2021 | 2022 | 2023/H1 | ||
|---|---|---|---|---|
| PA/MA製程餘熱副產蒸汽 | MT | 3,938,545 | 2,813,310 | 1,517,379 |
| 中水回用(生化處理廢水) | M3 | 992,310 | 1,167,909 | 598,571 |
| 回收率 | 71% | 76.8% | 76.6%80% | |
| 盤錦廠進行污水分流改造中，* 預計2023年9月中投用， 回收率可提升至80%** |
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| 雨水貯留利用 | M3 | 26,820 | 89,006 | 32,781 |
| 回收可塑劑濾餅用於PVC造粒 | MT | 3,826 | 3,529 | 1,918 |
| 棧板回收 | PC | 20,868 | 6,997 | 1,603 |
| 太空袋回收 | PC | 5,874 | 8,075 | 3,803 |
| PA H/L回收 | MT | 1,354 / 923 | 1,059 / 621 | 467 / 217 |
| 可塑劑alcohol回收 | MT | 950 | 1,926 | 581 |
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， 持續擴充產品範疇與規模 維持苯酐及可塑劑市場領導地位 ， 持續綠色創新 發展高值化精細化學產品 ， 深化東南亞布局 強化供應鏈韌性 ， 建立知識管理系統 推動數位轉型 ， 落實ESG 朝2050淨零目標邁進
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2023 UPC Technology Corp.
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2. 經營績效
聯成化科法人說明會 © 2023 UPC Technology Corp.
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2018年~2023/H1 聯成集團合併營收
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合併營收
(台幣億元)
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聯成化科法人說明會© 2023 UPC Technology Corp.
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2023年H1 主要產品營收占比及年成長率
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2023/H1 產品與服務營收占比
(總銷售額335億元)
物流與服務
特化
酸酐
1%
3%
7%
PVC
15%
2023/H1
總銷售額
台幣335億元
(比去年同期-16%)
可塑劑
74%
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2023/H1 主要產品營收及年成長率 (YoY %)
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單位: 台幣億元
-6.4% -11%
-8.6%
-7%
-9.3%
-33%
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2023年H1 主要產品銷售量占比及年成長率
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2023/H1 產品與服務銷售量占比
(總銷售量 93.4 萬噸)
2023/H1
總銷售量
93.4萬噸
(比去年同期+2.6%)
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2023/H1 主要產品銷售量及年成長率 (YoY %)
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+4.3%
+35.6%
-25.3%
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稅後純益 (台幣億元)
2018年~2023/H1 稅後純益及EPS
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EPS
(元/股)
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(%)
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2018年~2023/H1 財務比率：償債能力(%)
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(%)
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2018年~2023/H1財務比率：財務結構(%)
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2018年~2023/H1 資本支出
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資本支出
(台幣億元)
9 2023/H2
2023/ H1
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法說簡報檔案下載
聯成化科法人說明會© 2023 UPC Technology Corp.
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中國大陸苯酐開工率於七月初創六年新低
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-
油價高檔且下游PA需求低迷，OX與PA價格於四月出現短暫背離
-
鄰法苯酐面對OX成本及萘法苯酐競爭的壓力，自用生產增塑劑減少外售虧損
-
油價走高以及國內PTA新產能集中Q3投放，預期將再推高Q3鄰苯成本
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2023中國大陸辛醇維持緊平衡局面
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辛醇新產能尚未投放，2023供應維持緊張格局，生產廠裝置意外多
-
2024 辛醇產能集中華東投放，預期拉近山東與華東價差
至2027年底國內辛醇產能擴張一倍
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六月VCM集中檢修;七月PVC市場推升
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-
合約平均每月穩定供應3.5萬噸
-
合約供應商6月起裝置檢修，供應吃緊
-
美國PVC庫存低，7月漲幅150美元/噸
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Thank You!
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www.upc.com.tw