| IVOD_ID |
163607 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/163607 |
| 日期 |
2025-08-25 |
| 會議資料.會議代碼 |
院會-11-3-26 |
| 會議資料.屆 |
11 |
| 會議資料.會期 |
3 |
| 會議資料.會次 |
26 |
| 會議資料.種類 |
院會 |
| 會議資料.標題 |
第11屆第3會期第26次會議 |
| 影片種類 |
Clip |
| 開始時間 |
2025-08-25T14:47:19+08:00 |
| 結束時間 |
2025-08-25T15:02:59+08:00 |
| 影片長度 |
00:15:40 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/40cf74fb6f804adc9bda2546579c974fc0ac07f6ba1e1b09e2f170cf6863d8db8a5713b642961ecf5ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
黃健豪 |
| 委員發言時間 |
14:47:19 - 15:02:59 |
| 會議時間 |
2025-08-25T09:00:00+08:00 |
| 會議名稱 |
第11屆第3會期第26次會議（事由：一、行政院院長提出「臺美關稅談判之進程、方針、原則及臺灣產業可能遭受之衝擊影響評估」專案報告並備質詢（8月25日）。二、行政院院長、主計長、財政部部長及相關部會首長列席報告「114年度中央政府總預算追加預算案」編製經過並備質詢（8月26日上午）。三、行政院院長、主計長、財政部部長及相關部會首長列席報告「丹娜絲颱風及七二八豪雨災後復原重建特別預算案」編製經過並備質詢（8月26日下午）。四、8月22日上午9時至10時為國是論壇時間。） |
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好 謝謝大委主席那我們一樣先請卓榮泰院長以及請這個剛剛還沒有回答完的這個我們央行的總裁 楊靖榮總裁 謝謝來 請卓院長還有央行的總裁 備詢謝謝 方議員好院長好 總裁好我想先剛剛李委員剛剛問到一半因為後面沒有 |
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29.738 |
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生意沒有記錄我在這邊正式再跟總裁詢問一下因為我想產業界都非常關心除了稅率之外匯率當然大家也非常關心那匯率之外影響當然就是我們經濟成長會不會降息的可能性我想要請總裁因為這個今天我現在問你這個問題這個才有語音記錄我想請問總裁我們今年有降息的可能嗎如果因為上半年確實我想因為中間這段時間 |
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53.959 |
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81.298 |
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美國關稅這個休息的期間大家大量出貨所以看起來經濟成長動能是很強但是就我們所收到民間的訊息很多的工具機產業很多機械業很多的產業界這些製造業他們預估他們認為下半年的景氣可能出貨量不會像上半年這麼暢旺所以有可能這個經濟成長可能又下修了在這個傳統產業的部分所以大家想問的是說有沒有可能下半年都有降息的可能性總裁是 |
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82.825 |
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95.752 |
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中央銀行的一個調整利率我們不會是針對某一個產業我們是看整體的我們的一個判斷的標準第一個就是經濟成長率 |
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98.502 |
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116.81 |
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物價就正如我剛剛所說的我們經濟成長率今年即使我們今年的上半年我們經濟成長率大概是在6.75%但是我們的後半年還有將近2.3%所以整個來講的話我們整年的經濟成長率是在4.45%這是我們主力總署最新的一個評估的資料 |
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127.634 |
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那就以我們的物價來看的話大概是在2%下面一些我們的匯率如果說就匯率來看因為現在大家都是在關心匯率的問題事實上我們從1月到現在8月22號就上個禮拜五來看的話我們新台幣的匯率是上漲了7.18%但是我們的7.18% |
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155.39 |
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173.474 |
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跟日元 日元是6.98 才差0.2個百分點而已跟韓元來比較是差了0.78個百分點但是日本的經濟成長率 前半年的經濟成長率他才1.5% 韓國是0.25%我們台灣差很多 |
| transcript.whisperx[7].start |
180.171 |
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195.299 |
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所以我就說我們的新台幣的匯率即使是7.18比日元跟韓元來的高了一點點但是我們的基本面都比他們好好很多總裁沒關係稍後會討論到實際產業面的需求 |
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195.999 |
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204.165 |
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是 我想我們九月份的禮監事會會來討論這個問題總裁謝謝今天今天主題我想院長我想這個對等關稅的稅率行政院當然目前認為說我們總體減少了衝擊從32%降到20%那我想問一下院長這個是因為我們看到數據其實我們這個川普他從 |
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219.395 |
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246.941 |
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台灣時間7月23號開始陸陸續續的宣布了日本跟菲律賓跟印尼還有這個南海各國達成的協議那台灣這邊是到8月1號我想我們看到賴總統說所以獲得階段性成果從32%調降到20%但20%從一開始就不是台灣談判的目標所以希望在後續談判中能夠爭取更有利更合理的稅率我想請問一下這個20%是談判的結果 |
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249.561 |
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264.33 |
| transcript.whisperx[10].text |
還是說這個是單方面美國認為先這樣子以後再談當然是目前是暫時性的對等關稅有我們的記憶有的關稅加上這個對等關稅20%是目前暫時性的我們在努力爭取更好更合理的一個稅率 |
| transcript.whisperx[11].start |
264.909 |
| transcript.whisperx[11].end |
279.015 |
| transcript.whisperx[11].text |
我想問院長 也想請教副院長就是從32%到20%這個中間我們做了哪些努力或是我們拿了哪些條件所以可以先20%那後續又需要拿什麼出來談 |
| transcript.whisperx[12].start |
280.896 |
| transcript.whisperx[12].end |
309.004 |
| transcript.whisperx[12].text |
才有可能再往下降這20%到底是談判互動的結果因為看其他國家的數據可能不然南韓也好 日本也好他們是承諾了一筆投資金額跟內容所以他獲得15%的匯率委員所提到的像日韓 歐盟等或者有些東南亞國家是完成談判的國家他們雙方有達成地友那台美的談判我們過去幾個月的確有進展但是因為我們還沒有達成協議所以美方 |
| transcript.whisperx[13].start |
310.368 |
| transcript.whisperx[13].end |
327.099 |
| transcript.whisperx[13].text |
階段性的暫時性的將臺灣的對等稅率從32調整為20那當然我們的總稅率就是要再加上我們原來的這個美國對各國的MFN那是把它加起來但這個是一個階段性暫時性的稅率因為臺美還在繼續談判當中 |
| transcript.whisperx[14].start |
329.52 |
| transcript.whisperx[14].end |
343.027 |
| transcript.whisperx[14].text |
我們過去兩三週以來也都持續在談我想謝謝副院長我想就是因為還在談判當中我們也知道所以今天才有這張質詢那我們看到前面其他國家的案例包含說日本包含韓國那我們要舉韓國啦 |
| transcript.whisperx[15].start |
345.048 |
| transcript.whisperx[15].end |
368.756 |
| transcript.whisperx[15].text |
韓國他們包含提到這個造船的計畫我想大家看到新聞都很清楚他們確實也承諾要投資美國所謂3500億的部分但是3500億裡面又包含了說包含說製造他們的船塢的製造業這個船的製造業能夠這個造船業也能夠協助美國產業但同時他對南韓當地的就業又當地的工業有正面的幫助 |
| transcript.whisperx[16].start |
369.116 |
| transcript.whisperx[16].end |
389.954 |
| transcript.whisperx[16].text |
所以要問的說像南韓這樣子的案例未來有沒有可能放在我們後續談判的過程裡面大家很關注嘛不管是你現在談的二三案條款的問題還是我們軍購的問題或是其他的產業我們跟美國一直在講說今天台灣之所以會有這麼龐大的貿易順差這去年的700多億就源自於說我們有大量的廠商去投資美國 |
| transcript.whisperx[17].start |
390.675 |
| transcript.whisperx[17].end |
411.503 |
| transcript.whisperx[17].text |
那這投資美國廠商在大量跟台灣回購很多的設施跟器材我光講今年上半年今年上半年這個從台灣採購的廠房設備等等的跟去年同期相比成長了56倍這表示說其實雙方的貿易雙方的投資廠房是非常密集的但是這個緣起是因為我們 |
| transcript.whisperx[18].start |
412.711 |
| transcript.whisperx[18].end |
425.962 |
| transcript.whisperx[18].text |
受美國的邀請去投資很多廠房去投資這個產業那這理論是合作關係啊就像今天他們南韓的造船業一樣是合作關係把合作關係帶進去是不是有機會降低我們未來其他產業的關稅 |
| transcript.whisperx[19].start |
427.559 |
| transcript.whisperx[19].end |
445.155 |
| transcript.whisperx[19].text |
報告委員我是不能夠帶韓方跟美方回答不過就我們這樣觀察就是韓國除了3500億的投資承諾之外可能還有第二筆那麼他們在當時達成deal的時候美方是有宣布說還有第二筆的投資可能會帶雙方領導人 |
| transcript.whisperx[20].start |
446.955 |
| transcript.whisperx[20].end |
474.053 |
| transcript.whisperx[20].text |
再去匯商所以我們看到像日韓 歐盟等他們基本上都是對等跟232關稅並談也就是有相關的供應鏈的合作然後同時爭取對等稅率以及232優惠的稅率那這些國家我們是很面對現實啦投資美國或是說這個部分貿易順暢是事實擺在眼前那川普就針對這事情他當然要去做對的關稅嘛 |
| transcript.whisperx[21].start |
475.715 |
| transcript.whisperx[21].end |
490.456 |
| transcript.whisperx[21].text |
這個我沒有意見我沒有反對就是大家面對現實就是事實就是如此但今天問題談的是說我們去投資也好我們不管那個金額多少那個投資的金額有沒有可能像比照南韓某一個產業也好他們就以造船業為例嘛 |
| transcript.whisperx[22].start |
490.816 |
| transcript.whisperx[22].end |
515.295 |
| transcript.whisperx[22].text |
他的這個資金他的這個工業的這個製造的就業率或他產出的產品對他對美國當然是有利的但對南韓自己本身也是有利的那今天台灣有沒有這樣的條件或是有沒有哪一個產業可以做這樣子的籌碼去做這件事情後續我們要談的確就是希望說雙方供應鏈的合作是互利互補雙贏的這樣的一個模式來協商所以 |
| transcript.whisperx[23].start |
515.655 |
| transcript.whisperx[23].end |
541.429 |
| transcript.whisperx[23].text |
我們會站在我國企業在赴美擴大投資的過程當中一起企業跟政府我們一起共同有共識然後一起跟美方來協商然後在這個供應鏈合作的過程我們要爭取好的稅率所以這個是要整體一起來來談判來討論我想今天整天到目前為止我想今天都談這個關稅的問題那我們也知道說去年我們整體對美出口是1114億左右美元 |
| transcript.whisperx[24].start |
542.93 |
| transcript.whisperx[24].end |
567.462 |
| transcript.whisperx[24].text |
今天整個上午的對話裡面一直提到說我們二三二條款的關係台灣有很多產業大概九成以上的產業都涉及到二三二條款所以我們談判必須暫時的先有為所謂暫時的處分暫時的關稅是20%那今天我要問的是說我們1114億裡面我們占比最高的出口美國最高兩個產業 |
| transcript.whisperx[25].start |
569.339 |
| transcript.whisperx[25].end |
598.299 |
| transcript.whisperx[25].text |
我們在這個2004年美國自台進口如果以美國的數字來看1162億裡面有關232項目是944億那這當中的半導體及其衍生品是738億好 沒關係 副院長我要講的是說你看半導體自通訊產業基本上佔了大部分我們出口的總額是最高的所以這也是美方認為為什麼要更多時間跟台灣來談就是因為這樣 我要拜託我們的談判代表 |
| transcript.whisperx[26].start |
599.96 |
| transcript.whisperx[26].end |
607.948 |
| transcript.whisperx[26].text |
因為今天台灣之水有這麼大的貿易順差是因為我們的半導體也好我們的自動機產業也好我們確實賺很多錢 |
| transcript.whisperx[27].start |
610.958 |
| transcript.whisperx[27].end |
634.095 |
| transcript.whisperx[27].text |
我們有這個產業的實力但也因為美方對我高科技需求的成長譬如說過去這幾年像我們AI Server的這個成長其實也是美對我高科技需求的成長我們短短的跟美方表達說事實上台美供應鏈是互補合作的那台灣的製造支持美國的研發創新所以我們希望說雙方未來能夠朝向一個互利互惠的方式 |
| transcript.whisperx[28].start |
634.335 |
| transcript.whisperx[28].end |
659.183 |
| transcript.whisperx[28].text |
今天我們要講的就是說 講白話其實我們在產業 在地方上來自台中嘛 非常多的製造業跟傳產大家心裡的苦是什麼半導體賺這麼多錢但是今天承擔苦果的是大家就所有中小企業這些機械業 這些工具企業大家一起承擔這個後果所以我要拜託的民眾 拜託台灣代表會說今天能不能分開處理 |
| transcript.whisperx[29].start |
660.711 |
| transcript.whisperx[29].end |
681.789 |
| transcript.whisperx[29].text |
你二三個條款半導體產業鏈這個電子通訊業這個是美國這邊他們確實有給我們採購的需要或是說雙方的貿易需要合作但是扣掉這一筆之後我想真的你把這個所謂的半導體電子通訊產業扣掉之後我們整體的貿易並沒有想像中這麼高的順差 |
| transcript.whisperx[30].start |
682.87 |
| transcript.whisperx[30].end |
703.884 |
| transcript.whisperx[30].text |
但是反而是讓所有人來承擔包含機械業包含工地產業後續趕快推進談判然後在這個工業聯合作有共識之後我們就希望可以把對等關稅再降下來讓我們的相關的這個傳統產業能夠減緩相關現在面對的衝擊這個的確是我們談判小組最大的一個目標 |
| transcript.whisperx[31].start |
704.824 |
| transcript.whisperx[31].end |
721.252 |
| transcript.whisperx[31].text |
我們在跟美國的貿易的逆差方面我們有九成來自這些半導體自動性產業所以我們也知道我們無論如何對半導體之外的其他產業包括中小企業我們政府要用更大的產業支持來協助他們 |
| transcript.whisperx[32].start |
721.992 |
| transcript.whisperx[32].end |
741.764 |
| transcript.whisperx[32].text |
每個國家都有它工業的優勢像您剛剛提到韓國它在造船有優勢我們在半導體有優勢但這個產業我們要讓它維持世界領先其他的我們要在這波的關稅貿易秩序重整當中我們要把它拉起來讓它不要受到產業的衝擊這是現在政府幾套方向在走 同時並行 |
| transcript.whisperx[33].start |
742.284 |
| transcript.whisperx[33].end |
766.07 |
| transcript.whisperx[33].text |
是啦院長因為你看數字這是你們行政院今年4月4號提供的數字我們對美這個電子資訊出口美國就占了792億那去年其實說真的我們的順差也就739億你光是扣掉電子資訊通訊業之後其實我們是沒有順差的但是今天這個成果就是今天這樣子經濟成果你說好是很好但是今天因為有這關稅的問題我還是要再次強調今天是所有的 |
| transcript.whisperx[34].start |
769.105 |
| transcript.whisperx[34].end |
790.817 |
| transcript.whisperx[34].text |
產業 產產 農業大家一起來承擔這個苦果所以我們在談判的過程裡面希望能夠分開來處理那其他的逆差方面跟美國逆差方面我們用一些採購投資就已經可以達到平衡我們也嘗試這樣表達這個我們也都跟美方有表達都這樣表達過但現在因為的確美方也希望說整體一起看待所以我們現在就是最後一個關鍵的階段我們希望一併把它磋商完畢 |
| transcript.whisperx[35].start |
791.564 |
| transcript.whisperx[35].end |
805.379 |
| transcript.whisperx[35].text |
好 最後面對現實因為剩兩分鐘而已面對現實當然這個東西在談判中工具機產業或是說機械業確實到現在為止造成很大的衝擊我當然坦白今天上午有些業者知道我要質詢還特別打電話跟我講說因為去年2024年 |
| transcript.whisperx[36].start |
806.86 |
| transcript.whisperx[36].end |
832.079 |
| transcript.whisperx[36].text |
台灣的機械過去兩大出口貿易對象一個是美國一個是中國但去年因為ECFA所謂零關稅部分它的條件部分中止了所以機械去年受到重擊所以很多人在去年布局的時候的確又轉去美國但今年又受到美國的關稅影響他們現在不知道怎麼辦那既然不知道怎麼辦我要問的是說政府有沒有什麼手段協助他們去尋找其他市場第二個 |
| transcript.whisperx[37].start |
833.694 |
| transcript.whisperx[37].end |
837.965 |
| transcript.whisperx[37].text |
萬一後續8月 9月 10月開始真的有失業率發生的時候我們準備了什麼事情 |
| transcript.whisperx[38].start |
838.336 |
| transcript.whisperx[38].end |
868.005 |
| transcript.whisperx[38].text |
我們會幫我們的產業到國外去聯合辦展覽的方式推銷我們的產品那另外我們會多元市場的開拓比方歐盟比方印度比較南向國家另外我們會用台灣品牌來加強台灣產品在世界上的認同度用優質的台灣品牌來推出我們的各項的產品我們希望這樣來實質幫助那對參展或是其他的多元市場的開拓我們在產業支持的方案裡面我們都有實質的預算來支柱 |
| transcript.whisperx[39].start |
868.447 |
| transcript.whisperx[39].end |
889.004 |
| transcript.whisperx[39].text |
我們希望盡快啦因為像以台中為例我們必須講從台中出發我想市府也先編那一筆他很多業者去參展所以自行車剛回來他們一年至少在過那一段時間他們去歐洲參展他們拿回了250萬美金的這個訂單五天他們希望一年內大概會有450萬美金就光台中而已那其他地方當然還有嘛 |
| transcript.whisperx[40].start |
889.424 |
| transcript.whisperx[40].end |
908.921 |
| transcript.whisperx[40].text |
這是第一個部分所以我們當然希望說拓展其他國家的市場我覺得可能是面對美國關係所以必須面對現實所以怎麼樣去協助其他產業剛剛我講了資通訊產業那個是另外一件事情但是今天我們要顧的是傳產更多就業人口可能幾百萬的就業人口這部分我們要怎麼樣去把它轉出去這是第一個部分再來就是說 |
| transcript.whisperx[41].start |
910.262 |
| transcript.whisperx[41].end |
928.914 |
| transcript.whisperx[41].text |
我看到我們的方案裡面很多是針對貸款的利率 貸款的間隙但是要講 如果都已經沒有錢了我覺得那不是貸款問題 是要紓困 院長你認同嗎金融支持 我們有多項的金融支持我們還有一些行政成本的降低還有一些租稅的優惠 我們都同時展開 |
| transcript.whisperx[42].start |
939.209 |
| transcript.whisperx[42].end |
939.229 |
| transcript.whisperx[42].text |
謝謝黃委員 |