| IVOD_ID |
166908 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/166908 |
| 日期 |
2026-01-07 |
| 會議資料.會議代碼 |
委員會-11-4-20-17 |
| 會議資料.會議代碼:str |
第11屆第4會期財政委員會第17次全體委員會議 |
| 會議資料.屆 |
11 |
| 會議資料.會期 |
4 |
| 會議資料.會次 |
17 |
| 會議資料.種類 |
委員會 |
| 會議資料.委員會代碼[0] |
20 |
| 會議資料.委員會代碼:str[0] |
財政委員會 |
| 會議資料.標題 |
第11屆第4會期財政委員會第17次全體委員會議 |
| 影片種類 |
Clip |
| 開始時間 |
2026-01-07T11:20:48+08:00 |
| 結束時間 |
2026-01-07T11:35:09+08:00 |
| 影片長度 |
00:14:21 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/8a4de0f3676b468f15fd7b953e4986745d44f5a94e3adf355aa3b5816bd951ef3696169a3617e29d5ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
李坤城 |
| 委員發言時間 |
11:20:48 - 11:35:09 |
| 會議時間 |
2026-01-07T09:00:00+08:00 |
| 會議名稱 |
立法院第11屆第4會期財政委員會第17次全體委員會議（事由：邀請金融監督管理委員會主任委員彭金隆、財政部部長莊翠雲、國家發展委員會副主任委員就「如何引導國內資金擴大參與公共建設及策略性產業」進行專題報告，並備質詢。） |
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李昆成 李昭緯好 謝謝主席我們請彭主委請彭主委 |
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主委好主委好美國川普總統他打擊毒品恐怖主義為由逮捕了委內瑞拉總統馬杜洛其實剛剛也有委員提到就是說我們現在有三大受險監控公司在哥倫比亞的曝險總共高達533億包含465億的政府公債還有68億的食原公司債 |
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那現在匯率它已經對於個人比亞的主權性平從BB Plus下降到BB然後對於石油公司債的信用平等也下調至BB所以基本上不論是主權或是說屬於石油公司債都是屬於垃圾的債券那請問一下我剛剛看了一下資料 |
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80.473 |
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這個三大金控公司包含國泰 富邦 中國信託他們分別擁有哥倫比亞政府的公債其中國泰跟中信他們還有擁有石油公司債所以加起來是500 |
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530幾億啦那剛剛還有提到說南山人壽還有嘛是不是那還有其他的這一個不管是壽險公司或是這一個金控公司都還有嗎我們剛才也有統計過啦就是我們金融三業裡面銀行業呢跟那個正期保險所有加起來大概1538億這麼多喔 |
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136.656 |
| transcript.whisperx[5].text |
就剛才差不多保險業1385億加上銀行業140幾億總共是1538億所以總共是1538億當然也有提到說各種的投資債券屬性不一樣而且這次的情況比如說這次是委內瑞拉哥倫比亞還是一個大家預期中並沒有發生什麼事跟俄羅斯是因為戰爭被國際制裁也很大的不同接下來有可能 |
| transcript.whisperx[6].start |
137.656 |
| transcript.whisperx[6].end |
151.763 |
| transcript.whisperx[6].text |
也有可能是哥倫比亞但我的意思是說啦這些這個受險金控他們去投資這一些我們所認為的這個非民主的國家這個有沒有違反到ESG的原則 |
| transcript.whisperx[7].start |
152.997 |
| transcript.whisperx[7].end |
172.583 |
| transcript.whisperx[7].text |
其實這個部分因為它都根據我們現行的一些的投資規範比如說按照投資等級跟性平還有就是他們的上限比例來去做投資我想所以主委認為說投資這一些所謂的第三星星的非民主的國家然後他們或許他們的這個利率比較高然後收益比較高所以去投資是OK的嗎 |
| transcript.whisperx[8].start |
174.724 |
| transcript.whisperx[8].end |
201.053 |
| transcript.whisperx[8].text |
現行的規定我們這樣我們剛剛委員也有提出假設說整個環境或者我們隨時也都可以來做制度上的檢討就是比如說我覺得要去檢討一下因為你說從之前南非到俄羅斯到現在委內瑞拉可能比較可能是下一個我們不知道是下一個的這種國家是誰但是為什麼我們這些授權公司都寧願去投資這一些第三進行國家不願意來投資台灣的這一個 |
| transcript.whisperx[9].start |
201.873 |
| transcript.whisperx[9].end |
223.958 |
| transcript.whisperx[9].text |
國內的建設你剛才講這個投資它已經是全球佈局所以各位看到金額很大但佔著我們總體資金的比例還是不到百分之一甚至更連百分之對 那個業別連百分之0.1都沒到我是說這個它全球佈局裡面就像說如果它整體來講的話對 全球佈局它的這一個佈局的這個機會也很多那為什麼就是要投資在這些國家裡面 |
| transcript.whisperx[10].start |
224.258 |
| transcript.whisperx[10].end |
253.373 |
| transcript.whisperx[10].text |
就像我們買全球的共榮基金一樣它在各個地方會根據他們自己的投資策略去配置還要符合規定我想我們每個個案都是一個很好的教材我們就才會知道說原來有這個問題因為可能他們當初幾年前購買這時候也沒有這個問題但是後來慢慢金管會議要不要去檢視一下說這些公司他們對於新興市場的分散度 |
| transcript.whisperx[11].start |
255.094 |
| transcript.whisperx[11].end |
278.01 |
| transcript.whisperx[11].text |
其實我們以前大概都有做這個區分不管這個都有只是說每次的狀況就不一樣我剛才講我們的制度是動態的會隨著環境而改變風險是動態的我們當然剛剛也有人提到我們也會回去好好檢視這個部分比如一些投資等級投資比例或是甚至風險係數我們都可以做一個全面式的來檢視我覺得再去做個檢討了好不好 |
| transcript.whisperx[12].start |
279.511 |
| transcript.whisperx[12].end |
297.88 |
| transcript.whisperx[12].text |
然後你們從今年開始對於受險業的匯率會計制度做調整其實去年底有辦了公聽會然後現在就是說對於AC向下的債券投資部位可採攤銷法來做處理我今天有看到一個報導中華信品他們講說這個新制對於受險業來講 |
| transcript.whisperx[13].start |
301.181 |
| transcript.whisperx[13].end |
325.691 |
| transcript.whisperx[13].text |
有機會有挑戰他可以大幅降低避險成本他說每年可省下約900億這個數字主委來講是正確的嗎900億是受選工會預估因為這個東西是會取決於各家公司他們對他資產的一些的認定跟會計準確但是避險成本一定會下降應該是會有預期的下降大概下降你預期大概下降會有多少 |
| transcript.whisperx[14].start |
325.831 |
| transcript.whisperx[14].end |
355.451 |
| transcript.whisperx[14].text |
每家的投資配置不一樣剛才就我們初步他們的預估是說大概是900到1000左右但是剛才那個比如說中華信品講的就是說他用一個很粗略的概念就是說他預期未來會達到一個避險比率他就把你曝險把它減除就會增加這個但其實上假設如果真的很熟悉整個保險業的他所謂的被避險標的屬性的話在財務上面他在所謂的合理的避險比率其實上有一個比較嚴謹的算法不是用這個方式來算的 |
| transcript.whisperx[15].start |
356.872 |
| transcript.whisperx[15].end |
368.183 |
| transcript.whisperx[15].text |
就是主委也同意說避解成本有下降然後在下降這些成本現在怎麼去做處理呢現在的話我們也對外說明就是我們會有一個強化它未來體質因應結構性匯率風險的方案 |
| transcript.whisperx[16].start |
370.965 |
| transcript.whisperx[16].end |
389.369 |
| transcript.whisperx[16].text |
那這部分當然就是我們會我們對外說明就是說我們會每年按照一個方法要求他們擬製的避險節省要提列相關的負債準備或是權益準備用這種方式再積累在資產面上去作為未來因應結構性風險的資用那我是說這些錢 |
| transcript.whisperx[17].start |
393.63 |
| transcript.whisperx[17].end |
409.999 |
| transcript.whisperx[17].text |
避險成本下降的這些錢可以要求他們回來台灣再做投資嗎這個就等於是限制資產的止波這是另外一回事那我們講說強化資本跟資產止波是兩回事當然我們要求就是我們未來會要求保險業去扭轉他的 |
| transcript.whisperx[18].start |
411.699 |
| transcript.whisperx[18].end |
427.949 |
| transcript.whisperx[18].text |
這個資產負債不匹配的狀況這自然就會產生剛才委員提到這個效果因為我們今天的題目就是在於說你看壽險業有這麼多的資金那都在這個海外嘛剛才也提到說總施展是37兆其中有22兆是在海外投資對 |
| transcript.whisperx[19].start |
429.53 |
| transcript.whisperx[19].end |
458.33 |
| transcript.whisperx[19].text |
我看了一下这个央行的统计我们在去年的5月这个受险的海外的资产跌到20.46但是从5月之后不断的攀升奇怪了那为什么一直对海外投资会一直增加到了11月来到21.92兆快突破22兆了我们不是一直希望说我们这些受险公司本来在海外投资希望他们能够回到台湾 |
| transcript.whisperx[20].start |
460.45 |
| transcript.whisperx[20].end |
478.797 |
| transcript.whisperx[20].text |
這對台灣的這個投資沒有增加對海外投資反而增加了沒有 它資產是這樣就是你可以看得到其實像保險業最大的收益除了它過去的已經收到的保費它每年都會收到續期的保費不是 我的意思是說就是我們對於受險業要求他們回來台灣的投資的績效不明顯 |
| transcript.whisperx[21].start |
480.038 |
| transcript.whisperx[21].end |
494.879 |
| transcript.whisperx[21].text |
當然我們剛才已經講過很多就是我們政策都非常明確大家政策很明確那為什麼回來的不多是台灣沒有什麼好投資的嗎這個我覺得是其中的一個關鍵就是說買方這邊的障礙應該是台灣沒有什麼好投資的是誰的問題 |
| transcript.whisperx[22].start |
495.72 |
| transcript.whisperx[22].end |
514.919 |
| transcript.whisperx[22].text |
沒有 我想是我們整個整個比如說我們的案源 公件這個除了剛剛講投資公件是一個案源以外比如包括像很多保險在國內自己尋找他自己國內的投資標的因為我們除了投公件以外我們要投資把那個投資標的那是我們的公件的目的還不夠多標的物還不夠多因為 |
| transcript.whisperx[23].start |
515.439 |
| transcript.whisperx[23].end |
543.431 |
| transcript.whisperx[23].text |
其實我們過去來看或是說能夠投資的這個比例還不夠多還是誘因不夠多因為總是這兩年來受險業他們就是不回來他寧願去投資這個海外這些垃圾債券他是個比較利益的概念假設我今天來講我錢進來馬上就有成本我成本之後還等到一個但是我們作為主管機關我們當然希望說他是回來台灣投資所以我們要給他這一個比較誘因上面認為說回來台灣投資對他們是有利的 |
| transcript.whisperx[24].start |
543.931 |
| transcript.whisperx[24].end |
573.062 |
| transcript.whisperx[24].text |
應該是這樣做的大家都積極在做這部分我想我們也不斷的去跟保險業講說你的風險在於你資產負債不匹配所以我剛才也跟委員報告過就是我們也看到其實我們的保險業的那個國外投資特別受險業國外投資的比率現在已經跌破六成了就是比前一年少了2點多%我想這是好現象我想這部分代表說我們但是海外投資的比例還是持續增加 |
| transcript.whisperx[25].start |
573.822 |
| transcript.whisperx[25].end |
588.812 |
| transcript.whisperx[25].text |
沒有下降沒有 他在海外像比如說他們的投資是固定收益配置他現在去出售的話基本上他有他一定的期間跟他比如說他當時投資的目的好 沒關係這個最後一點時間我問一下這交所林董事長 |
| transcript.whisperx[26].start |
589.733 |
| transcript.whisperx[26].end |
609.891 |
| transcript.whisperx[26].text |
因為這個也有看到這一個新聞就是說你有所謂的這一個價值提升計畫那其實你也看到了就是說其實現在台灣的股市在漲大部分是台積電的貢獻所以我說它是一個人的武林就是它一個人去年大盤漲了大概快六千點它大概就占了一半以上 |
| transcript.whisperx[27].start |
610.912 |
| transcript.whisperx[27].end |
623.785 |
| transcript.whisperx[27].text |
那你這個所謂的價值提升計畫是說除了高科技AI產業之外你要對哪一些產業你認為說它本來有這個價值但是我們在市場上沒有彰顯出來這個價值那你要用什麼方法去彰顯它的價值出來 |
| transcript.whisperx[28].start |
625.852 |
| transcript.whisperx[28].end |
653.424 |
| transcript.whisperx[28].text |
這個部分來講的話我們是希望我們的這些上市公司能夠自願的那營造就是說讓這些他們著重在中長期的這些計畫能夠讓投資人包括投資機構都能夠看得見甚至於被投資我想這個是跟對 到底是就是非AI高科技的產業對 包括AI也都全部就是全部的上市公司都適用的 |
| transcript.whisperx[29].start |
653.604 |
| transcript.whisperx[29].end |
670.29 |
| transcript.whisperx[29].text |
那AI現在已經發展得很好啦他們當然當然 這個就是一種選擇但是我們最重要的是創造這個氛圍讓大家針對於中長期的這些營運計畫能夠讓投資者去購買那你總是也有標的物嘛也不可能沒有標的物啊基本上來講的話我們還是 |
| transcript.whisperx[30].start |
674.555 |
| transcript.whisperx[30].end |
693.245 |
| transcript.whisperx[30].text |
比如說它是傳產那還是受關稅影響的那還是說什麼樣的基本上來講我們不會有特定的標的物我們是鼓勵一個混為就是說我們的全體的上市公司在這個資本市場平台裡面能夠讓他們有一些對於中長期的一些計畫然後這些計畫能夠對它的價值能夠提升 |
| transcript.whisperx[31].start |
698.291 |
| transcript.whisperx[31].end |
703.056 |
| transcript.whisperx[31].text |
那這些投資者也因為了解這些計畫以後包括投資機構跟投資者能夠參與他們的一些投資的企圖那你要用什麼方式來讓他凸顯出來你是用ETF還是用什麼樣的方式我們基本上來講的話就是我們會有一個專區會拿他公告然後我們也會安排更多的活動 |
| transcript.whisperx[32].start |
721.494 |
| transcript.whisperx[32].end |
743.548 |
| transcript.whisperx[32].text |
去让一些投资机构能够去了解这些他们的未来的一些所以就是去推销这一些对对对推销这一些具有市场价值但是没有被发现的对而且是自发性的这个是报名牌吗没有没有这自发性的这个基本上来讲的话就是自发性的对于产数 |
| transcript.whisperx[33].start |
744.728 |
| transcript.whisperx[33].end |
765.457 |
| transcript.whisperx[33].text |
我們的公司的經營我們加強的是上市公司跟投資者的溝通我想這是很重要的那這個計畫大概哪時候會提出來基本上來講我們在去年就已經開始進行了我們現在也大概有400多家在已經有提出來但是我們現在這是1.0我們現在已經在著重在2.0那2.0的部分來講的話我們事實上也拜訪了很多外資機構跟投資機構他們對於上市公司的 |
| transcript.whisperx[34].start |
774.06 |
| transcript.whisperx[34].end |
792.345 |
| transcript.whisperx[34].text |
希望看到的這些計畫的 criteria一些我們會提供一些範例給這些公司讓他們能夠更能夠對準這些投資機構他們希望看到這些公司怎麼去present他自己我想這個是類似IR的一種溝通然後來提升 |
| transcript.whisperx[35].start |
795.663 |
| transcript.whisperx[35].end |
801.746 |
| transcript.whisperx[35].text |
你意思是說我們有一個專區會凸顯出來說這些是這個價值沒有被看見的股票嗎是這樣子嗎事實上是所以這個專區哪時候會出來 |
| transcript.whisperx[36].start |
807.063 |
| transcript.whisperx[36].end |
823.155 |
| transcript.whisperx[36].text |
基本上我們現在已經有了我們現在是2.0就內容的部分我們還會再去鼓勵更多的上市公司能夠在針對內容的部分更合乎這些國際型那你這樣看起來1.0已經實施了是不是對 我們是1.0實施了那看起來效果不是很出現跟委員報告因為我們都還是集中在高科技沒有 跟委員報告這個是一個長期文化的塑造 |
| transcript.whisperx[37].start |
832.661 |
| transcript.whisperx[37].end |
855.215 |
| transcript.whisperx[37].text |
像日本的它的價值金它也推了三四年我覺得這個部分來講我覺得是一個革新的一個制度上的一個革新我是希望說就是說我們產業的發展要均衡因為現在有點像是都是往高科技那邊去發展那其實我們都很多純能產業是受到很大的影響好不好好 謝謝好 謝謝委員好 謝謝 請回 |