| IVOD_ID |
163816 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/163816 |
| 日期 |
2025-10-03 |
| 會議資料.會議代碼 |
院會-11-4-3 |
| 會議資料.會議代碼:str |
第11屆第4會期第3次會議 |
| 會議資料.屆 |
11 |
| 會議資料.會期 |
4 |
| 會議資料.會次 |
3 |
| 會議資料.種類 |
院會 |
| 會議資料.標題 |
第11屆第4會期第3次會議 |
| 影片種類 |
Clip |
| 開始時間 |
2025-10-03T17:25:11+08:00 |
| 結束時間 |
2025-10-03T17:40:52+08:00 |
| 影片長度 |
00:15:41 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/095f1cfadbf5b890c6903c749a50962f704543300bdabf02140c9b83876a6ff94040d5881116b2055ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
謝衣鳯 |
| 委員發言時間 |
17:25:11 - 17:40:52 |
| 會議時間 |
2025-10-03T09:00:00+08:00 |
| 會議名稱 |
第11屆第4會期第3次會議（事由：一、行政院院長、主計長、財政部部長、經濟部部長及相關部會首長列席報告「中央政府因應國際情勢強化經濟社會及民生國安韌性特別預算案」編製經過並備質詢（10月3日）。二、對行政院院長施政報告繼續質詢（10月7日）。三、10月3日上午9時至10時為國是論壇時間。四、10月7日下午2時15分至2時30分為處理臨時提案時間。） |
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| transcript.whisperx[0].start |
12.53 |
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18.719 |
| transcript.whisperx[0].text |
江副院長好我想要請卓院長跟龔明星部長卓院長跟龔部長預備請 |
| transcript.whisperx[1].start |
26.738 |
| transcript.whisperx[1].end |
43.766 |
| transcript.whisperx[1].text |
院長好動作比較快先來現在美國關稅我們目前是20加m那請問什麼時候會抵定還是已經都談好了只是你們都沒跟國人報告 |
| transcript.whisperx[2].start |
45.08 |
| transcript.whisperx[2].end |
68.454 |
| transcript.whisperx[2].text |
跟委員再次報告我們這技術性的磋商都已經完成了但最後的總結報告總結會議還沒有完成總結會議之後才會有這個具體的這個最終的協議那總結會議你看世界各國都有大概一定的模式會這樣處理面對面的處理那現在我們這個政府院長已經回到國內了那隨時當美方 |
| transcript.whisperx[3].start |
69.415 |
| transcript.whisperx[3].end |
93.247 |
| transcript.whisperx[3].text |
把這個雙方各別的最終的條件都內部處理好的時候會通知我們就進行最後的總結會議那總結會的形式到底怎麼進行我們現在當然要尊重雙方的談判過程所以還沒總結會議還是已經訂好了你不跟我們講沒有沒有這個絕對沒有訂好了以後我們就會拿到國會來尋求國會的同意這個是必然的程序 |
| transcript.whisperx[4].start |
93.897 |
| transcript.whisperx[4].end |
114.255 |
| transcript.whisperx[4].text |
所以因為之前川普在8月5號的時候說希望台積電投資美國3000億那我們知道最近商務部長Luknyk他又接受NewsNation的電視節目的訪問他也提到了還加碼 |
| transcript.whisperx[5].start |
115.316 |
| transcript.whisperx[5].end |
142.495 |
| transcript.whisperx[5].text |
他說美國所需的晶片裡面只有2%是本土生產美國本土生產其他高達95%都是在台灣生產所以他們希望在本屆的川普總統任期結束前能夠有40%的美國所需的晶片在美國生產 |
| transcript.whisperx[6].start |
143.456 |
| transcript.whisperx[6].end |
158.502 |
| transcript.whisperx[6].text |
那我想要請問的就是這個部分有沒有談到談到了是不是有像昨天鄭院長他回來的時候他在 |
| transcript.whisperx[7].start |
160.095 |
| transcript.whisperx[7].end |
179.644 |
| transcript.whisperx[7].text |
記者會裡面談到了是擴大投資的台灣方案美國擴大投資擴大投資美國的台灣方案這個內容到底是什麼是不是其實就是已經把半導體整個以往美國 |
| transcript.whisperx[8].start |
180.872 |
| transcript.whisperx[8].end |
200.757 |
| transcript.whisperx[8].text |
絕對沒有上下游都遺忘沒有啊剛剛跟委員報告我們就是說比如說台積電來講的話他承諾的這個1650億美元大概會蓋六座的晶圓廠在台灣現在兩奈米以下的廠就已經超過這個數字了而且將來在中科還有四座 |
| transcript.whisperx[9].start |
201.457 |
| transcript.whisperx[9].end |
212.735 |
| transcript.whisperx[9].text |
然後現在的高雄已經有五座了再加上竹科可能將來南科還會擴敞當然剛才很多委員有問到了就是 |
| transcript.whisperx[10].start |
214.426 |
| transcript.whisperx[10].end |
239.321 |
| transcript.whisperx[10].text |
美国希望我们除了台积电以外中下游的产业也共同的赴美去那才能够完成整个半导体的供应链那你也提到了不然什么是G2GG2G的意思就是说我们现在就是说台湾之前也可以成功因为有好的这个产业聚合cluster |
| transcript.whisperx[11].start |
239.961 |
| transcript.whisperx[11].end |
260.819 |
| transcript.whisperx[11].text |
那現在就是說那如果台積電他自己可以去而且他有他的一些方法可以跟美國政府去談但是有很多的包括中小企業或其他產業沒有辦法這樣做所以他一定是要形成一個聚落才有可能成功所以這些半導體的相關產業是跟政府談還是跟台積電談 |
| transcript.whisperx[12].start |
262.99 |
| transcript.whisperx[12].end |
289.447 |
| transcript.whisperx[12].text |
對我們政府來講的話如果台灣的廠商有興趣做全球佈局美國也是他可能的一個據點的話那我們就會可能怎麼樣去跟美國政府談到說你可不可以給我們一個聚落的行程然後這邊來講的話包括土地水電或者是行政上的措施給我們更方便甚至於我們可以談到比較好的優惠這對廠商的成功率是提高的那聚落在哪裡 |
| transcript.whisperx[13].start |
291.678 |
| transcript.whisperx[13].end |
316.658 |
| transcript.whisperx[13].text |
在鳳凰城在德州在哪裡你們應該要給大家知道不是這是企業為主現在當然企業界裡面當然TIMA是比較積極的就是電電工會他們也蠻積極的那我們可以跟他合作來談說什麼樣的地點是比較合適的那是不是已經有地點了但是還沒有開始談還沒開始談嗎還沒有到那一步 |
| transcript.whisperx[14].start |
317.746 |
| transcript.whisperx[14].end |
339.104 |
| transcript.whisperx[14].text |
所以目前大家原定的10月底就關稅可以談判結束你們認為會結束嗎這個沒有辦法因為我們跟美國談之間還是要談到最好的結果所以目前所談的裡面有沒有包含了232 |
| transcript.whisperx[15].start |
341.518 |
| transcript.whisperx[15].end |
361.807 |
| transcript.whisperx[15].text |
一併會考量現在已經談了嗎232已經談了嗎一併會考量沒有我是說這一次去已經談了嗎就是會考量是在談的裡面沒有錯已經開始在談了嘛對不對那所以這一次的特別預算裡面到底有沒有包含232條款 |
| transcript.whisperx[16].start |
363.668 |
| transcript.whisperx[16].end |
380.283 |
| transcript.whisperx[16].text |
所受影響的產業還是未來我們如果等232盤出來以後我們這個特別預算還要再重新有一個232條款的特別預算沒有沒有 副委員那個鋼鋁的部分事實上232已經實施了所以對於國內的鋼鋁的這個協助我們已經開始實施了 |
| transcript.whisperx[17].start |
385.507 |
| transcript.whisperx[17].end |
411.473 |
| transcript.whisperx[17].text |
所以他們也可以申請我們的相關的一些協助所以232的鋼鋁部分是包含在這一次的特別預算裡面是 董哥委員報告232對於蘇美鋼鋁及其製品加徵25%的關稅是從3月12號生效所以我們這個特別條例特別預算就是從今年3月12號開始我們追溯開始計算所以明顯看到是涵蓋在裡面的 |
| transcript.whisperx[18].start |
412.173 |
| transcript.whisperx[18].end |
434.426 |
| transcript.whisperx[18].text |
那還沒有談的232還沒有談的部分也會包含在這個裡面嗎會啊 因為本來就是說也會包含在這次的特別預算裡面所以我們不需要有一個新的如果未來232影響的層面因為我們有保留我們這一次是5500億嘛保留有200億如果真的不夠需要的話我們會再提出預算來到大院 |
| transcript.whisperx[19].start |
435.549 |
| transcript.whisperx[19].end |
460.057 |
| transcript.whisperx[19].text |
所以這一次的特別預算當然我要說的是這一次的特別預算就已經包含了232條款的是不是對 至少在鋼鋁的部分適用上是包括在裡面的3月12號就生效的鋼鋁部分已經包含在裡面所以你覺得還是有可能談判的結果不如預期那我們還要必須要追加特別預算對不對 如果200億不夠的話我很有信心 |
| transcript.whisperx[20].start |
461.698 |
| transcript.whisperx[20].end |
485.893 |
| transcript.whisperx[20].text |
我們不要做這樣的預期談判團隊第一個非常辛苦而且據理力爭保持我國的競爭力大家都不知道結果技術性的磋商談完最後的總結會議跟最後的協定還沒有談成是要談到那個程度大家才會定案下來 您記得嗎 |
| transcript.whisperx[21].start |
487.674 |
| transcript.whisperx[21].end |
503 |
| transcript.whisperx[21].text |
川普總統曾經有一個圖表他是直接把它劃掉所以你們那麼有信心那我問你喔那這樣子對等關稅結束以後如果談判整個完成以後那你認為對台灣GDP的影響是什麼不會有影響 |
| transcript.whisperx[22].start |
504.747 |
| transcript.whisperx[22].end |
530.656 |
| transcript.whisperx[22].text |
反而是增加嗎報告委員我們現在就是說當然這個關稅影響難免對不同的產業有不同的影響因為美國的關稅事實上如果我們的產業面對的現在我們20%如果面對的是日韓來講我們當然是不利的但是如果我們的競爭對手這個產業如果競爭對手是中國的話他在美國市場反而是獲利的 |
| transcript.whisperx[23].start |
531.776 |
| transcript.whisperx[23].end |
545.671 |
| transcript.whisperx[23].text |
所以說每一個產業面對的美國的關稅他可能的條件是不太一樣的所以就是說需要衝擊的產業我們就趕快協助他但是可以獲益的產業我們就協助他去搶佔這個市場 |
| transcript.whisperx[24].start |
547.458 |
| transcript.whisperx[24].end |
560.596 |
| transcript.whisperx[24].text |
對 我們當然是希望說我們藉由這次的關稅調整我們可以調整我們的全球布局嘛 是不是但是全球布局裡面你們也沒有給大家看到比較明顯的這個 |
| transcript.whisperx[25].start |
562.458 |
| transcript.whisperx[25].end |
587.897 |
| transcript.whisperx[25].text |
明顯的結果是不是你只有說舉辦這個我們舉辦外貿協會希望他們來台灣購買怎麼樣子現在是目前的規劃的階段那個是訂單的多元市場的爭取全球佈局的部分就剛剛提到的可能要到海外做據點這個據點也有分比如說他是生產據點還是貿易拓銷的據點這兩個我們都會協助 |
| transcript.whisperx[26].start |
591.58 |
| transcript.whisperx[26].end |
598.999 |
| transcript.whisperx[26].text |
對 那所以未來我們到底要往哪裡佈局就是說在美國還是歐洲還是到東南亞 |
| transcript.whisperx[27].start |
600.641 |
| transcript.whisperx[27].end |
624.754 |
| transcript.whisperx[27].text |
會 我們會跟廠商都會做一些討論就好像我們跟TIMA就是電電工會來講他們也有講比如說他們在有幾個地點比如說可能在歐洲他有興趣是波蘭然後北美可能是墨西哥等等的一些情況那我們就會跟他共同討論怎麼樣共同讓他這個佈局可以比較順利而且事實上是對台灣是有益的 |
| transcript.whisperx[28].start |
625.751 |
| transcript.whisperx[28].end |
653.758 |
| transcript.whisperx[28].text |
所以這樣子的話你整體的規劃你認為關稅談判結束對臺灣的GDP是正向影響還是負向影響報告委員所有的都是這樣就是說當這樣的不確定的這些影響來的時候看你怎麼做你做得好你是獲益的就好像川普1.0 2018年美中貿易戰當然講可能是衝擊COVID-19大家也是衝擊但是這兩次我們都度過了反而是更好 |
| transcript.whisperx[29].start |
654.378 |
| transcript.whisperx[29].end |
659.776 |
| transcript.whisperx[29].text |
所以現在就是說我們也要有信心大家一致團結的話我相信我們也會度過這個挑戰 |
| transcript.whisperx[30].start |
660.819 |
| transcript.whisperx[30].end |
687.791 |
| transcript.whisperx[30].text |
所以你是有信心說我們未來會更好是不是你要講啊以前主計長就敢講有沒有是不是以前主計長就敢講啊就講說他會好啊那所有的全球的那個所有機構都預測說台灣的經濟會不好那你就要講說台灣經濟會好啊是不是 卓院長我那個五月份的時候我就講我們今年的這個 |
| transcript.whisperx[31].start |
689.111 |
| transcript.whisperx[31].end |
709.992 |
| transcript.whisperx[31].text |
出口可能會超過五千多億今年的出口是因為搶單嘛是不是不只 我們半導體也很好對 半導體現在也在搶單嘛是不是那未來呢因為未來我們現在已經看到無薪假的產生啦那還有一些官場潮啊這都是有在最棒的委員就是說面臨這樣的局勢之下 |
| transcript.whisperx[32].start |
712.028 |
| transcript.whisperx[32].end |
731.815 |
| transcript.whisperx[32].text |
每一個產業它所處的競爭力不一樣所以我們要針對比較可能受衝擊的產業給予更大的一些協助尤其是傳統產業跟中小微企業我們要花更多的力氣來支持他們因為這些產業是台灣重要的產業 台灣的根 |
| transcript.whisperx[33].start |
733.208 |
| transcript.whisperx[33].end |
754.713 |
| transcript.whisperx[33].text |
可是問題是在中小微企業的時候他很難感受到政府的協助因為在人力的部分或者是在培訓方面他有沒有一個明確的方向因為他沒有辦法有明確的方向我們現在跟中小企業座談我們也講就是說尤其是傳統產業他們人力上可能在人才的競爭上 |
| transcript.whisperx[34].start |
756.013 |
| transcript.whisperx[34].end |
777.56 |
| transcript.whisperx[34].text |
可能對於高科技產業可能處於比較弱勢但是我們也講就是說我們會在全台的地方設立很多的這些訓練機構甚至於在學生時代的時候就產學合作的方式幫他們訓練專業性的人才甚至於訓練怎麼樣運用AI提升他們效力的這樣的人才 |
| transcript.whisperx[35].start |
778.667 |
| transcript.whisperx[35].end |
805.829 |
| transcript.whisperx[35].text |
那這個也有補助但是我們看到了我們要把這些中小微企業或傳產企業受衝擊的產業要導到可能未來會有成長的產業例如說好像無人機產業也好或者是其他的相關產業也好但是目前看起來好像是也沒有協助這些中小企業去做這樣影響是中小企業不要還是政府 |
| transcript.whisperx[36].start |
806.169 |
| transcript.whisperx[36].end |
833.784 |
| transcript.whisperx[36].text |
沒有主動去協助報告委員就是說當這個特別預算想要通過以後我們現在已經開始組這個其實你們現在都已經在用了先以緩計的部分已經在用了啦對不對我們接著下去就會組織這個全台的輔導團就會深入到台灣你要做多少輔導團你要做多少輔導團我們有分區啊北中南區然後大家都有產官學研 |
| transcript.whisperx[37].start |
834.804 |
| transcript.whisperx[37].end |
848.59 |
| transcript.whisperx[37].text |
我們的法輪團體也會加入所以我知道我知道這個東西我都知道但是我要說的是有一些企業他沒有方向啊他沒有方向的時候怎麼輔導現在我去 |
| transcript.whisperx[38].start |
851.511 |
| transcript.whisperx[38].end |
880.24 |
| transcript.whisperx[38].text |
就是中小企業中小微企業他們面臨到就是訂單馬上就不見了不管是你說的水五金 自行車等等的還有汽車零組件現在面臨的都是這樣子的問題你怎麼樣子把AI導入到這個生產上面那你要做輔導團你能輔導多少你要給予他們比較明確的方向嗎八號委員輔導團第一個階段就是要診斷 |
| transcript.whisperx[39].start |
881.62 |
| transcript.whisperx[39].end |
891.012 |
| transcript.whisperx[39].text |
有需要的你這個企業你將來可能要怎麼做轉型你的狀況怎樣所以那個部分還沒開始我們盡快就會開始所以你們現在已經開始了嗎開始做籌備了 |
| transcript.whisperx[40].start |
898.462 |
| transcript.whisperx[40].end |
911.557 |
| transcript.whisperx[40].text |
等預算通過以後你們就會開始了嗎所以我們很希望有多元市場的開拓都可以在這個方向來研發補助裡面還有胎舊換新多元市場就是希望說訂單如果產生困難我們找更多的市場來 |
| transcript.whisperx[41].start |
911.937 |
| transcript.whisperx[41].end |
930.865 |
| transcript.whisperx[41].text |
但是就是現在的中小微企業他們沒有方向那他們對於這個全球的未來的產業佈局他們沒有辦法有自行去就是自行去掌握的能力那所以政府要當領頭羊啊是不是好好謝謝謝謝謝偉 |