貿戰轉單供應鏈重組 台灣電子產品銷美增9成
Date: 2019-07-31
News Type:
美中貿易戰衝擊全球產業,但也帶來轉單效應,經濟部統計處指出,「計算機電子及光學業」是中國大陸受美中貿易戰衝擊最大的產業,當中三○一清單部分產品訂單轉向台灣,帶動今年上半年「計算機電子及光學業」對美出口大增九成。
經濟部發佈當前經濟情勢概況,統計處表示,「計算機電子及光學業」、「電力設備及配備業」及「機械設備業」等三大行業,今年上半年對美國出口成長貢獻度達九成,其中又以計算機電子及光學製品受轉單效應及產線移回貢獻達八成二最大。不過,全球供應鏈重組,台灣今年上半年出口仍年減百分之三點四,小於日本年減百分之三點八、南韓年減百分之七點二、新加坡年減百分之九點五。
統計處指出,「計算機電子及光學業」是大陸受美中貿易戰影響最大的產業,也是產線移回及轉單效應最快速、明顯的產業,去年下半年起,台灣產值便開始回升,今年上半年按美元計算產值增幅達百分之十六點五,其中網通設備接自美國的訂單大增,年增率高達百分之四十五點八,伺服器因產線移回台灣,年增四倍;整體對美出口大增百分之九十點一,增加廿六點七億美元。
而因美中貿易戰而回台的台商,截至七月四日,已有八十四家廠商通過資格審查,預估總投資金額超過四三四六億元,其中以電子零元件業投資一五七八億元最多,占總投資之百分之卅六點三,其餘依序為計算機電子產品及光學製品業、電力設備及配備業、機械設備業等,與大陸受三○一清單影響行業相仿。(新聞來源:聯合報)
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