| IVOD_ID |
163417 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/163417 |
| 日期 |
2025-08-07 |
| 會議資料.會議代碼 |
委員會-11-3-19-19 |
| 會議資料.會議代碼:str |
第11屆第3會期經濟委員會第19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 |
19 |
| 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19次全體委員會議 |
| 影片種類 |
Clip |
| 開始時間 |
2025-08-07T11:50:31+08:00 |
| 結束時間 |
2025-08-07T12:01:39+08:00 |
| 影片長度 |
00:11:08 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/ce960b47cc6398b96423054a2671aa1270dc6911ab88c3aae4ff6bd0191219ae2bd5e2a57c2ce5635ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
呂玉玲 |
| 委員發言時間 |
11:50:31 - 12:01:39 |
| 會議時間 |
2025-08-07T09:00:00+08:00 |
| 會議名稱 |
立法院第11屆第3會期經濟委員會第19次全體委員會議（事由：邀請國家發展委員會主任委員就「美國對等關稅底定後，我國經濟未來之景氣情況及產業全球佈局新規劃」進行報告，並備質詢。） |
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謝謝主席 請劉主委劉主委我延伸剛剛的問題在我們這次的特別條例裡面我們是用32%關稅相對的關稅的32%來做這個特別條例所以現在關稅已經降到20%了所以應該是足夠來應付這次的關稅的問題 |
| transcript.whisperx[1].start |
36.485 |
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我剛才講的是說剛才是提到半導體產業那這個百分之百的關稅由誰負責 |
| transcript.whisperx[2].start |
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會影響到產業 不只是半導體 不只是晶片可是有去投資的 豁免關稅是一定會豁免的大家會去談 怎麼來分攤 還沒發生其實這些問題 很多問題都要問經濟部經濟部不來 只好叫你來了那我們就聊聊吧 |
| transcript.whisperx[3].start |
82.432 |
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那主委目前川普對我們這個關稅已經宣布說是20%了那賴總統第一時間也開了記者會說這是暫時性的稅率請問主委這個暫時性要多久啊我不是那麼清楚要多久但是我至少我知道以你的判斷評估呢我很難去預測啦因為 |
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很多事情不掌握在我們手上所以我剛剛也有聽到你講說這個關稅就是川普他們單方面的宣布而已並沒有實質跟哪些國家有白紙黑紙的簽約是不是 |
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這個是目前來講的話我們看到的訊息是這樣是這樣子的話那所以就要看表現你剛才講說要看表現那表現的話就像現在已經宣布了日本跟韓國他們的關稅是15%日本韓國是我們主要競爭的國家對不對 |
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147.66 |
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他們這個15%還有附帶條件要投資5000億、3500億是不是那現在我們外面尼克拉斯州你不承認這個4000億的問題但是已經一直喊從2000億美金、3000億美金已經喊到4000億美金還不知道川普願不願意投資這些金額就可以給我們降低所以我們的目標是不是盡量努力就是要降低到跟日本、韓國一樣最起碼 |
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才是我們在競爭力上有個持平的點我想大家都會朝這個方向在努力有15%我們就已經很高興了對不對那現在 主委那現在我們要談到15%的話你認為我們有什麼空間籌碼跟他談 |
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主要還是跟委員報告因為我沒有參與到這個談判我說請你的評估因為你是國發會你可以橫跨各部會整合調整各部會的資源來幫助度過這個關稅問題啊所以我才問你你又整合了這事情這麼久了四月份到現在 |
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215.74 |
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八月了 要八月了這個時間裡面各部會整合一下相對應的要應對的有沒有戰略性的建議的合作的這個價值在那邊還是說我們各部會有什麼相關的這些可以支援可以來對我們產業的幫忙不要讓我們產業受到這麼大的衝擊應該有嘛 |
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236.249 |
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沒有 這次是一個比較重大的 所以都在院這邊在整合啦那我們都扮演 我們的角色是資源的角色 而且我們分工在中長期的規劃啦那我們就專注在中長期的規劃 因為短期我們資源在各部會那各位 中長期的規劃裡面 有沒有看到我們台灣要做哪些讓步 |
| transcript.whisperx[11].start |
262.744 |
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278.594 |
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我從中長期來看我們是看到要去轉型要重新佈局企業需要去轉型所以我們編列了一些計畫舉個例子我們AI十大建設裡面就有很大的一塊協助企業進行AI轉型把產品你希望國內的需要的市場能夠再擴大 |
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284.698 |
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311.003 |
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國內來供應就夠了還有國內趕快要走到AI我知道AI這個是我們下一波必須要做的事情所以這是我們已經計畫要執行的部分不只這樣還有開拓新市場像現在工具機有一個很大的新市場在印度那還有一塊也不算小的市場在土耳其那我們也要協助他們往多元化的去發展市場所以這個我們 |
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311.923 |
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324.602 |
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我們台灣是出口導向的國家那人口是很重要的我們台灣多少人口2350萬人口對美國多少人口印度多少人口大陸多少人口這就是很需要的一個問題對不對是的 |
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就是我們出口的導向的問題就在這邊這都是國發會你要先為以籌謀看到這些問題要做了準備功夫所以我才會問你說你有準備我們有什麼地方的讓步提到說4000億美金的投資這是我們最大的讓步嗎還是我們可以承受更多承受到哪個程度你有評估過嗎這個是我們有專業的專業評估過嗎國發應該要知道的 |
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354.96 |
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我們就是扮演資源的角色啦是啊 所以問你我們的資源夠承擔這個未來要讓步的地方嗎投資的地方我相信我們的前線談判的團隊應該有做好前線談判也是一個團隊一個團隊包括你們啊你們提供給他資源啊我的承受度可以到哪裡對不對 我的資源可以到哪裡 |
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380.546 |
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402.444 |
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四千億還是只能到三千億這你沒有提供給他他是有談判籌碼跟底線對不對你沒有底線你怎麼談呢我們的籌碼不會我想不會只有那當然所以我要你評估嘛你今天只能做評估的角色告訴我們讓國人稍微有個底啊對不對因為我沒有參與我沒辦法評估我知道你今天講很多遍了好 |
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403.41 |
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426.842 |
| transcript.whisperx[17].text |
我要請問這個籌碼跟這個能力的部分主委你沒辦法評估我相信在一個團隊裡面都要提供這些資料給我們談判的人他們才有辦法進一步去談來來回回因為現在沒有簽約啊美國完全看我們的表現啊這個表現就是你們要去談啊才能表現到他滿意嘛所以主委剛剛有提到啦 |
| transcript.whisperx[18].start |
432.659 |
| transcript.whisperx[18].end |
443.485 |
| transcript.whisperx[18].text |
因為我們現在是出國導向的國家那現在我們看到經濟景氣你一直說經濟景氣不錯沒有錯啦在二月份的時候我們還是紅燈到現在四月份的話已經變成綠燈那你看看這個關稅的情形下來的話我們會不會變成藍燈啊 |
| transcript.whisperx[19].start |
452.728 |
| transcript.whisperx[19].end |
477.043 |
| transcript.whisperx[19].text |
你有沒有看到?這個你就要評估囉這個我們是有評估啦我們是看兩個東西這個是落後指標啦我們領先指標來看的話是有下滑的現象那當然這裡面會因為充滿了不定性嘛那最後還是要看談判的結果會影響到如果失誤判的話就會反彈了因為在不定的過程中 |
| transcript.whisperx[20].start |
478.504 |
| transcript.whisperx[20].end |
498.917 |
| transcript.whisperx[20].text |
我們如果從整體出口來看會變高的原因是因為因為從現在你看我們的圖表已經知道了啦從2月份一直下滑到現在啦就GDP的評估我們大概估計在1到1.5還會再下降嗎你估到會再下降它是會有成長但是不會到6點多整個經濟的成長率 |
| transcript.whisperx[21].start |
501.539 |
| transcript.whisperx[21].end |
509.441 |
| transcript.whisperx[21].text |
我看這個3%是太過於樂觀了下半年會比較趨緩所以根據我們中經院在7月17號公布我們經濟預測也有做出同樣的評估尤其是我們的關稅戰已經影響到國際體系整個經貿的一個模式尤其世界各國針對關稅的成本的上升也可能引起全球的通貨膨脹所以 主委 |
| transcript.whisperx[22].start |
531.247 |
| transcript.whisperx[22].end |
548.314 |
| transcript.whisperx[22].text |
這個整個經濟的成長率的你們可能會下修嗎經濟成長率我們原來預估是用3.1預估的那因為我們上半年到6.67那你剛剛講說會下修一點多了那個下修是下半年的部分所以全年我們還是維持在3.1 |
| transcript.whisperx[23].start |
551.995 |
| transcript.whisperx[23].end |
571.314 |
| transcript.whisperx[23].text |
現在已經要下半年了對下半年有可能到1到我剛講到1到1.5之間所以上半年6.67兩個加起來的話我們現在還是在很有信心在3以上但我們還是在所有的政策都在力保3.1的目標不變 |
| transcript.whisperx[24].start |
572.665 |
| transcript.whisperx[24].end |
577.767 |
| transcript.whisperx[24].text |
是 諸位我們現在看到我們的關稅雖然從32%降到這個20%是有階段性的一個成果但是我們最主要跟我們有競爭的國家它的 我們還是比他們高在這種情形之下我們應該要整合各個部會的資源來對於整個我們關稅會受到衝擊的一些優勢的地方來做一個調整那譬如說像剛剛講的這個晶片 |
| transcript.whisperx[25].start |
602.076 |
| transcript.whisperx[25].end |
607.341 |
| transcript.whisperx[25].text |
台積電在美國了在美國所以他可能豁免了那其他國家呢聯電呢還是立積電呢他們如果沒有去美國投資的他們會不會受到很大衝擊這方面你都要去協助他們更加的有這個競爭力整個狀況你都要去了解 好不好那讓我們的整個經濟不衝擊的地方可以 |
| transcript.whisperx[26].start |
625.677 |
| transcript.whisperx[26].end |
641.036 |
| transcript.whisperx[26].text |
讓他們更得到一些保障或者是說在我們整體的這個貿易受到挫折的時候這個低迷的狀況我們可以度過這個難關好的好的這都一定要不是台積電而已我們很多在研發這個高制程的一個研發單位他們都會面臨這個問題對 |
| transcript.whisperx[27].start |
644.34 |
| transcript.whisperx[27].end |
658.067 |
| transcript.whisperx[27].text |
我們這次也有預算去協助他們他們又不去投資不是每個都要投資我們不能逼企業出走台積電已經被你們逼走了我希望後面的不要被逼走我們怎麼樣協助他們度過這個難關好不好我們一定會協助企業度過難關的謝謝委員好 謝謝現在請王鴻薇委員 |