| IVOD_ID |
159369 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/159369 |
| 日期 |
2025-03-19 |
| 會議資料.會議代碼 |
委員會-11-3-19-3 |
| 會議資料.會議代碼:str |
第11屆第3會期經濟委員會第3次全體委員會議 |
| 會議資料.屆 |
11 |
| 會議資料.會期 |
3 |
| 會議資料.會次 |
3 |
| 會議資料.種類 |
委員會 |
| 會議資料.委員會代碼[0] |
19 |
| 會議資料.委員會代碼:str[0] |
經濟委員會 |
| 會議資料.標題 |
第11屆第3會期經濟委員會第3次全體委員會議 |
| 影片種類 |
Clip |
| 開始時間 |
2025-03-19T11:16:05+08:00 |
| 結束時間 |
2025-03-19T11:26:17+08:00 |
| 影片長度 |
00:10:12 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/8d8da86eec6b25b840f40daba5d77b55cea595bacfac0e479ba850061ce775092dc82480404c6b195ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
呂玉玲 |
| 委員發言時間 |
11:16:05 - 11:26:17 |
| 會議時間 |
2025-03-19T09:00:00+08:00 |
| 會議名稱 |
立法院第11屆第3會期經濟委員會第3次全體委員會議（事由：邀請國家發展委員會主任委員列席報告業務概況，並備質詢。【3月19日及20日二天一次會】） |
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請呂玉玲委員做詢答謝謝主席 請劉主委劉主委 |
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六點早安 各位在二月份國發會有公布了一月份的景氣的燈號中和整個判斷的話是34分比去年的12月份的38分是掉了4分但是我們從去年看到的整個台灣經濟的狀況是有逐步復甦的情形那這個也擺脫了前幾年藍燈低迷 |
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69.411 |
| transcript.whisperx[2].text |
據我們國發會的說法是因為整個經濟的動能就是受到AIAI這個產業新興科技整個的發展所帶動起來讓我們出口有更進一步的增加讓國外的很多大廠都到台灣來投資也讓我們的民眾可以支配整個我們國內內需的整個市場的活絡對不對是的 |
| transcript.whisperx[3].start |
72.293 |
| transcript.whisperx[3].end |
80.799 |
| transcript.whisperx[3].text |
那本席也特別跟我們的國貿署有調了一份資料我們看到了就是2023年我們整個對於出口總值是4324億2905萬元那2024年的話是4750億284億元整個產值也多了這個將近有426億的美元那看到的話這就是 |
| transcript.whisperx[4].start |
100.112 |
| transcript.whisperx[4].end |
104.719 |
| transcript.whisperx[4].text |
目前來講的話就是川普他上任之後的話他說要重回這個貿易這個 |
| transcript.whisperx[5].start |
108.653 |
| transcript.whisperx[5].end |
123.743 |
| transcript.whisperx[5].text |
這樣保護的這個措施所以要對各國課以這個關稅那我們也看到了他對於這個大陸的關稅要全面的話要增加了20%而對鋼鐵還有就是鋁的部分的話要25%那我們看到他有預告了4月份都對所有的國家都會這個這個對等的這個關稅都會來增加在這個部分來 |
| transcript.whisperx[6].start |
137.071 |
| transcript.whisperx[6].end |
165.043 |
| transcript.whisperx[6].text |
各國也對這個這個美國會有一些的比例的這個課稅的方面都會相對的因應那我請問諸位那目前來講的話我們的關稅施行細則還沒有公布那對於美國對我們的這個出口也是第二大這個市場那請問這個諸位那會不會影響我們下半年裡的出口率出口會下降出口總值會下降情形 |
| transcript.whisperx[7].start |
167.797 |
| transcript.whisperx[7].end |
185.789 |
| transcript.whisperx[7].text |
這個部分其實我們是兩件事在做一個是持續溝通第二個我們做一些因應那我舉個例子其實美國整個策略他還是希望在美國製造所以川普講了很多次了就是在美國製造會比較便宜如果課稅的話 |
| transcript.whisperx[8].start |
187.19 |
| transcript.whisperx[8].end |
214.656 |
| transcript.whisperx[8].text |
那所以呢我們現在因應比較比較目前機會比較大的像以譬如說半導體好了我大概跟業者我們談了三次那業者是認為呢有些業者他在美國有工廠他會從美國出貨那有些業者呢他認為呢只要是全球一起科稅那他們的競爭條件是一致的所以主委那這樣子的話美國可不可能對我們國內的有哪些產業他會加徵這個關稅 |
| transcript.whisperx[9].start |
219.385 |
| transcript.whisperx[9].end |
239.339 |
| transcript.whisperx[9].text |
目前我們看到機會最大的是半導體它會逐步因為它是從稅務平等來看只要我們的平均稅率高於它的那個產業就會有可能要嘛我們降稅要嘛就增稅所以國發會那你對這些產業你要如何協助跟各部會的話怎麼嚴厲因應的方案呢 |
| transcript.whisperx[10].start |
239.919 |
| transcript.whisperx[10].end |
250.902 |
| transcript.whisperx[10].text |
對 我們現在是這樣子因為它產業別的狀態是不一樣的我想委員應該前面有提到我們美國對於這個鋼鐵鋁去課徵25%的關稅那譬如說它全球課25%關稅的時候對台灣是沒有影響的因為台灣本來就課25% |
| transcript.whisperx[11].start |
258.824 |
| transcript.whisperx[11].end |
276.984 |
| transcript.whisperx[11].text |
反而對韓國中國這些稅負比較低的受到影響所以他不同的產業會有不同的因應的策略所以你要跟各部會做好嚴寧的方案嗎現在是我們副院長在領導大家在做這樣的一個規劃坦白講我們最近也會在 |
| transcript.whisperx[12].start |
277.985 |
| transcript.whisperx[12].end |
288.131 |
| transcript.whisperx[12].text |
我們幾乎每個禮拜都有開會可是主委你要知道如果整個出口的產值都萎縮的話也會影響國內整個產業搞不好我們的燈號又回到藍燈了是不是我們其實這個部分我們是一直在觀測美國內部的銷售數據跟就業的狀態還有它的CPI跟PPI |
| transcript.whisperx[13].start |
299.677 |
| transcript.whisperx[13].end |
323.257 |
| transcript.whisperx[13].text |
國防會你有沒有做這個先前的評估嗎有 我們現在是很頻繁的在看它只要數字出來我們就有在看它的數字的變動我們希望整個景氣能夠維持現在的狀況然後讓產業變得比較穩定但是如果我們從AI的角度來看它可能整體的需求我們目前評估AI的需求是比較不容易下降的 |
| transcript.whisperx[14].start |
323.877 |
| transcript.whisperx[14].end |
332.779 |
| transcript.whisperx[14].text |
可是你現在看到加拿大或者是歐盟國家他對於他這個課稅這關稅的部分的話他們有採取這個相對應的方式就是報復性的課稅對那你對這個看法呢我們台灣的話有沒有那個底氣有沒有那個魄力或者是我們能夠也有相對應的這個方案出來 |
| transcript.whisperx[15].start |
346.233 |
| transcript.whisperx[15].end |
355.16 |
| transcript.whisperx[15].text |
因為我們是高貿易依存度的國家所以我們還是會主張要跟世界各國維持友好的關係人家看我們課稅 |
| transcript.whisperx[16].start |
357.025 |
| transcript.whisperx[16].end |
363.412 |
| transcript.whisperx[16].text |
科稅這個也不是第一次在2017、2018都有所以我們一直在溝通我們看看4月2號溝通的結果那個時候再來去我們的因應措施目前有一些包括我們怎麼去協助因為我們國發會都很樂觀外銷成本 |
| transcript.whisperx[17].start |
379.289 |
| transcript.whisperx[17].end |
384.551 |
| transcript.whisperx[17].text |
你們很樂觀說現在我們整個經濟的成長你們也定到3%如果這種情形一再發生下去的話這經濟成長你就要下修了嗎不一定喔因為這還是一個全球競爭的企業是一個競爭的狀態我舉個例子喔全球經濟如果0成長他去年呢跟我們買100億的東西今年還是會買100億那如果我們從別人別的國家手上拿回一些市場市佔率我們還有可能從100億拉到110億 |
| transcript.whisperx[18].start |
408.641 |
| transcript.whisperx[18].end |
419.958 |
| transcript.whisperx[18].text |
可是你這個關稅會影響讓所有的產品的成本都會提高提高之後的話我們整個全球的話就會有通膨的情形發生如果大家都一起漲價本身就是大家會在同一個競爭基礎上 |
| transcript.whisperx[19].start |
421.502 |
| transcript.whisperx[19].end |
429.387 |
| transcript.whisperx[19].text |
那現在是怎麼樣去驅動消費端主委是很樂觀但是你不要忽略了這整個對產業國內國外的產業都有很大的衝擊我們為了保護自己的話我們應該跟各部會趕快嚴寧方案出來所以我們每週都有一個會議在討論再來問我們主委一個狀況那因為台積電先問主委好了台積電的股票你有買嗎 |
| transcript.whisperx[20].start |
449.895 |
| transcript.whisperx[20].end |
457.78 |
| transcript.whisperx[20].text |
我沒有買你沒有買那你有沒有關心台積電的股票現在的情形因為我是問我們當然關心因為我們是他的大股東對就是因為國發會我們我們是大股東所以目前的股價一直下跌而在這種情形之下又美國這邊有預告說未來我們半導體可能課稅要到百分之八百分之二十五那在這種情況之下的話我們國人對於整個台積電 |
| transcript.whisperx[21].start |
479.553 |
| transcript.whisperx[21].end |
489.52 |
| transcript.whisperx[21].text |
這個未來的發展是不太樂觀也存在很大的疑慮尤其是說現在我們整個台積電到美國是來投資了將近1650億的這個美元那未來會再增加投資也是未來確定性的事情 |
| transcript.whisperx[22].start |
497.606 |
| transcript.whisperx[22].end |
517.502 |
| transcript.whisperx[22].text |
但是我們擔心的就是說我們的整個研發會不會移到美國去美國也說他們在那邊台積電會做研發中心會在那裡設置在那裡設置之後的話我們人才剛剛主委特別提到說還是台灣的人才最重要整個先進的研發製程的話都會在台灣研發半年到兩年的時間研發成了會 |
| transcript.whisperx[23].start |
521.765 |
| transcript.whisperx[23].end |
536.887 |
| transcript.whisperx[23].text |
之後才拿到美國去就做個製程出來但是我們擔心的是研發中心如果美國設置下去的話他們研發的速度如果比我們快更先進的話那是不是整個技術都會整個被美國控制過去了 |
| transcript.whisperx[24].start |
538.889 |
| transcript.whisperx[24].end |
554.662 |
| transcript.whisperx[24].text |
這個所有的技術一定產權屬於台積電所有所以其實台灣有很多公司在矽谷都是有研發中心不瞞您說包括台積電也有因為美國在某些領域還是有頂尖的領先技術整個半導體是從美國發過來的 |
| transcript.whisperx[25].start |
556.684 |
| transcript.whisperx[25].end |
583.221 |
| transcript.whisperx[25].text |
所以每一個公司在海外設的研發中心所取得的研究成果還是屬於這家公司的知識產權所以它還是會有營業秘密的保障所以技術還是有一定的保障但是主委你要知道台積電過去之後它底下上下游的產業鏈因為成本因為關稅的問題他們也都會外移到美國在外移的情況之下我們要如何鞏固在我們台灣整個產業的發展這個不是外移是擴大台灣的市場 |
| transcript.whisperx[26].start |
584.702 |
| transcript.whisperx[26].end |
605.813 |
| transcript.whisperx[26].text |
因為我們臺灣本土的市場並不夠大那如果我們能走到世界的市場會讓臺灣的產業更加著重所以國發會更要具體的整個政策的一個作為才能讓我們國人對台積電這個護國神山更加有信心是不是你們拿出你們的政策出來好不好我們是有的 謝謝委員好 謝謝 |