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00:01:41,193\n規劃中呢還是已經進行中我們是在規劃中因為這個都是談判的一環那因為這個不確定性太高所以也沒有辦法在這裡做詳盡的報告我們就是動態的來持續的根據這個但是我們會訪談所有的業者包括半導體包括藥品的業者我們要聽他們的意見他們能夠承受到\n\n5\n00:01:42,674 --> 00:01:47,836\n承受的狀況是怎麼樣日本首波已經談了接下來應該是韓國有沒有預估台灣大概什麼時候可以談這個可能要問政府院長這個你也沒有辦法掌握到這個狀態嗎我們因為已經確定了可能會談的內容但是我想應該這個是\n\n6\n00:02:06,932 --> 00:02:28,114\n日本跟韓國大概美國跟他談的這個內容的部分我想如果有批論我們會參考看起來日本談的不是很順利啦但是這個川普總統其實是變來變去所以很多東西那個狀態一直在一直在變動我們從上個禮拜談到現在其實那整體的狀態是一直在變動不過我想\n\n7\n00:02:28,975 --> 00:02:43,400\n因為莊委今天排定了這個議程我覺得其實我們還是要建議政府對於整個半導體的產業生技醫藥的產業其實我們應該要建立一個這個所謂的國安政策產業政策的保護\n\n8\n00:02:45,280 --> 00:03:09,370\n我想你們應該有掌握可能在規劃當中但是我覺得這個東西可能還是要往前走可能要走得比較快一點對於我們自己的半導體產業跟生技的產業因為我們在半導體的這一方面跟委員報告半導體方面我們大概都是居於領先的位置在先進的製程所以這個不管美國再怎麼調\n\n9\n00:03:11,540 --> 00:03:37,585\n這個傷害的是它美國的消費所以我們是有很強有力的這個BugandPower那在那個傳產的部分在Legacy的部分就是說過去這個20奈米以下的東西可能會有一些問題但這個不會說只對台灣這20、28、40奈米這個大概包括這個亞洲好幾個國家都可以生產這一部分我們就觀察它怎麼跟這個韓國談怎麼跟日本談\n\n10\n00:03:40,606 --> 00:03:56,601\n所以這個對我們來講是相當有利的我們在日本韓國之後來談具體的先觀察人家怎麼談之後台灣也可以隨時調整對策是的是這樣嗎是的來那我接下來要請教這個國發會在2月的時候其實國發會有發布的這個景氣燈號是黃紅燈那我們的很多領\n\n11\n00:04:04,028 --> 00:04:16,910\n指標領先的指標都是上升喔不過前幾天國泰金他公布的這個信心調查四月份的樂觀指數是創60個月以來的新低喔那看起來民間\n\n12\n00:04:18,447 --> 00:04:44,173\n民間的這個觀察跟政府的觀察其實是有很大的落差這個副主委你們怎麼看啊但你可能會告訴我說因為你們調查的這個二月的景氣燈號其實是在川普的關稅政策之前這也有可能但是現在跟你下一次發布燈號的時間其實還有一段日子嘛那你們會去做調整嗎還是說你們現在的觀察是什麼\n\n13\n00:04:44,909 --> 00:05:13,748\n好我跟委員報告一下其實那個信心的指數很容易受到所謂目前事件的一個衝擊跟影響那大家都知道川普的那個關稅政策他的不確定性一直持續存在因為他時常都會變化那人民難免就會受到這些事件的影響他會表現出來他對信心的不支持那其實呢\n\n14\n00:05:15,049 --> 00:05:27,271\n其實我們可以看到昨天晚上公布的IMF的這些報告裡面其實它把台灣的經濟成長率從預測今年從2.7%上升到2.9%其實大家知道說其實這個關稅90天的豁免期間裡面其實現在很多廠商基本上搞不好還面對到追單\n\n15\n00:05:40,274 --> 00:06:06,995\n那當然有一些會有一些質疑就是有一些他覺得關稅不確定他有停單的效果那我要說的是就是說其實為什麼提升我們自己的觀察大概台灣有三個優勢第一個就是說大家知道說那個國際主權信用評審機制這個標普SMP他把我們台灣的主權信用\n\n16\n00:06:07,836 --> 00:06:27,381\n平等為AA加然後其實展望是穩定也就是說其實他覺得台灣有三個優勢其實是這次是不會受到關稅對台灣的衝擊所以副主委你們的觀察跟民間的觀察這樣聽起來您的觀察跟民間的觀察其實還是有相當大的落差\n\n17\n00:06:29,662 --> 00:06:41,873\n民間做出來的調查是這樣大家對於景氣的指標對未來的景氣都是看壞可是我剛剛聽您這樣講台灣的確是具有某些部分的優勢但是真的會好到這樣嗎我認為是不是你們應該要\n\n18\n00:06:45,536 --> 00:07:06,432\n下鄉走入基層實際去了解一下實際的狀況這可能會比較準一點啦當然我們要鼓勵大家對於台灣未來的經濟發展是要有信心但是你總不能官方跟民間的落差太大嘛這個看起來就會大家就覺得政府好像感覺像是報喜不報憂這樣也不太好\n\n19\n00:07:11,096 --> 00:07:20,809\n我們的確有觀察因為台灣是一個出口導向的經濟體制其實說我們受到外在情勢的影響很大所以我們其實有密切的觀察因為將來台灣整體的經濟表現可能還會受到美國川普的關稅政策的影響\n\n20\n00:07:25,776 --> 00:07:29,837\n包括90天的豁免期我們關稅的談判的稅率可以談到什麼程度還有這次232的調查因為裡面有很多的產品都是台灣的出口的主力產品那調查的結果會怎麼樣還有美中的關稅的貿易戰還有我們轉台灣企業轉單的能力跟移轉生產基地的能力都會攸關到未來台灣經濟的衝擊跟影響所以雖然國際經濟預測\n\n21\n00:07:53,986 --> 00:08:08,018\n給我們相當大的肯定可是我覺得我們的確絕對不能掉以輕心那我們也要了解企業現在面臨的相關的困境對不起主席可能再給我一點點時間我這題想要請教一下郭部長這個880億的這個方案已經核定了\n\n22\n00:08:12,402 --> 00:08:35,248\n那上一次本席在這個質詢的時候也提到有一些螺絲扣件業者他們可能會面臨到第一波的衝擊所以你們原來的門檻是單月營收衰退15%對每三年的出口時機的是可以申請現在有新增加一個一年平均營收衰退10%間接受到關稅影響也可以申請部長你們有沒有去盤點你這個彈性提高了之後這880億到底夠不夠\n\n23\n00:08:39,989 --> 00:09:00,743\n那未來你如何能夠確保你這個錢是可以精準到位我就問這個問題報告委員我想880億我們這個經濟部的部分是410億那這個錢我想以前院長我們在座談的時候都講過了也有業者提出來那謝謝委員這個機會我們再次澄清880億如果不夠我們還會往上再調\n\n24\n00:09:06,633 --> 00:09:16,859\n不夠會往上再調但是你如何確保你能夠精準的補助到需要的廠商身上你的那個申請的程序\n\n25\n00:09:18,360 --> 00:09:40,526\n我建議還是要簡化啦我知道公務單位一定都會搞一大堆一大堆paperwork那如何能夠簡化然後協助廠商能夠迅速的得到政府最大的支持這個對人民的感受是會很強烈的我們是雨天不收傘所以申請了重優重速重簡\n\n26\n00:09:42,157 --> 00:10:05,098\n從優從速從簡這三個原則很重要我認為這個應該要讓我們的產業界很清楚的知道政府的態度從優從速從簡那這個政策如果合定了之後我希望那個經濟部就可以趕快開始啟動對於產業的這一些輔導的措施昨天合定了我們從今天開始就全面的來跟所有業者溝通好謝謝謝謝謝謝委員\n\n","tsv":"start\tend\ttext\n15831\t20417\t好謝謝主席我先請一下郭部長請郭部長是不是那個國發會\n28055\t49773\t委員長也請國發會部長我想今天這個我們會議主席排定的議程是要針對美國實施進口產品國安調查對於我們台灣的產業的影響那我剛認真其實看了一下你們的書面報告我還是不太了解到底\n51479\t72471\t美國在進行這個產品的國安調查台灣方我們現在所採取的對策是什麼還是說現在其實整個戰略目標並不清楚那對於我們自己的比如說半導體或者是藥品等等的保護措施保護政策有沒有\n73771\t101193\t規劃中呢還是已經進行中我們是在規劃中因為這個都是談判的一環那因為這個不確定性太高所以也沒有辦法在這裡做詳盡的報告我們就是動態的來持續的根據這個但是我們會訪談所有的業者包括半導體包括藥品的業者我們要聽他們的意見他們能夠承受到\n102674\t107836\t承受的狀況是怎麼樣日本首波已經談了接下來應該是韓國有沒有預估台灣大概什麼時候可以談這個可能要問政府院長這個你也沒有辦法掌握到這個狀態嗎我們因為已經確定了可能會談的內容但是我想應該這個是\n126932\t148114\t日本跟韓國大概美國跟他談的這個內容的部分我想如果有批論我們會參考看起來日本談的不是很順利啦但是這個川普總統其實是變來變去所以很多東西那個狀態一直在一直在變動我們從上個禮拜談到現在其實那整體的狀態是一直在變動不過我想\n148975\t163400\t因為莊委今天排定了這個議程我覺得其實我們還是要建議政府對於整個半導體的產業生技醫藥的產業其實我們應該要建立一個這個所謂的國安政策產業政策的保護\n165280\t189370\t我想你們應該有掌握可能在規劃當中但是我覺得這個東西可能還是要往前走可能要走得比較快一點對於我們自己的半導體產業跟生技的產業因為我們在半導體的這一方面跟委員報告半導體方面我們大概都是居於領先的位置在先進的製程所以這個不管美國再怎麼調\n191540\t217585\t這個傷害的是它美國的消費所以我們是有很強有力的這個Bug and Power那在那個傳產的部分在Legacy的部分就是說過去這個20奈米以下的東西可能會有一些問題但這個不會說只對台灣這20、28、40奈米這個大概包括這個亞洲好幾個國家都可以生產這一部分我們就觀察它怎麼跟這個韓國談怎麼跟日本談\n220606\t236601\t所以這個對我們來講是相當有利的我們在日本韓國之後來談具體的先觀察人家怎麼談之後台灣也可以隨時調整對策是的是這樣嗎是的來那我接下來要請教這個國發會在2月的時候其實國發會有發布的這個景氣燈號是黃紅燈那我們的很多領\n244028\t256910\t指標領先的指標都是上升喔不過前幾天國泰金他公布的這個信心調查四月份的樂觀指數是創60個月以來的新低喔那看起來民間\n258447\t284173\t民間的這個觀察跟政府的觀察其實是有很大的落差這個副主委你們怎麼看啊但你可能會告訴我說因為你們調查的這個二月的景氣燈號其實是在川普的關稅政策之前這也有可能但是現在跟你下一次發布燈號的時間其實還有一段日子嘛那你們會去做調整嗎還是說你們現在的觀察是什麼\n284909\t313748\t好 我跟委員報告一下其實那個信心的指數很容易受到所謂目前事件的一個衝擊跟影響那大家都知道川普的那個關稅政策他的不確定性一直持續存在因為他時常都會變化那人民難免就會受到這些事件的影響他會表現出來他對信心的不支持那其實呢\n315049\t327271\t其實我們可以看到昨天晚上公布的IMF的這些報告裡面其實它把台灣的經濟成長率從預測今年從2.7%上升到2.9%其實大家知道說其實這個關稅90天的豁免期間裡面其實現在很多廠商基本上搞不好還面對到追單\n340274\t366995\t那當然有一些會有一些質疑就是有一些他覺得關稅不確定他有停單的效果那我要說的是就是說其實為什麼提升我們自己的觀察大概台灣有三個優勢第一個就是說大家知道說那個國際主權信用評審機制這個標普SMP他把我們台灣的主權信用\n367836\t387381\t平等為AA加然後其實展望是穩定也就是說其實他覺得台灣有三個優勢其實是這次是不會受到關稅對台灣的衝擊所以副主委你們的觀察跟民間的觀察這樣聽起來您的觀察跟民間的觀察其實還是有相當大的落差\n389662\t401873\t民間做出來的調查是這樣大家對於景氣的指標對未來的景氣都是看壞可是我剛剛聽您這樣講台灣的確是具有某些部分的優勢但是真的會好到這樣嗎我認為是不是你們應該要\n405536\t426432\t下鄉走入基層實際去了解一下實際的狀況這可能會比較準一點啦當然我們要鼓勵大家對於台灣未來的經濟發展是要有信心但是你總不能官方跟民間的落差太大嘛這個看起來就會大家就覺得政府好像感覺像是報喜不報憂這樣也不太好\n431096\t440809\t我們的確有觀察因為台灣是一個出口導向的經濟體制其實說我們受到外在情勢的影響很大所以我們其實有密切的觀察因為將來台灣整體的經濟表現可能還會受到美國川普的關稅政策的影響\n445776\t449837\t包括90天的豁免期我們關稅的談判的稅率可以談到什麼程度還有這次232的調查因為裡面有很多的產品都是台灣的出口的主力產品那調查的結果會怎麼樣還有美中的關稅的貿易戰還有我們轉台灣企業轉單的能力跟移轉生產基地的能力都會攸關到未來台灣經濟的衝擊跟影響所以雖然國際經濟預測\n473986\t488018\t給我們相當大的肯定可是我覺得我們的確絕對不能掉以輕心那我們也要了解企業現在面臨的相關的困境對不起主席可能再給我一點點時間我這題想要請教一下郭部長這個880億的這個方案已經核定了\n492402\t515248\t那上一次本席在這個質詢的時候也提到有一些螺絲扣件業者他們可能會面臨到第一波的衝擊所以你們原來的門檻是單月營收衰退15%對每三年的出口時機的是可以申請現在有新增加一個一年平均營收衰退10%間接受到關稅影響也可以申請部長你們有沒有去盤點你這個彈性提高了之後這880億到底夠不夠\n519989\t540743\t那未來你如何能夠確保你這個錢是可以精準到位我就問這個問題報告委員我想880億我們這個經濟部的部分是410億那這個錢我想以前院長我們在座談的時候都講過了也有業者提出來那謝謝委員這個機會我們再次澄清880億如果不夠我們還會往上再調\n546633\t556859\t不夠會往上再調但是你如何確保你能夠精準的補助到需要的廠商身上你的那個申請的程序\n558360\t580526\t我建議還是要簡化啦我知道公務單位一定都會搞一大堆一大堆paperwork那如何能夠簡化然後協助廠商能夠迅速的得到政府最大的支持這個對人民的感受是會很強烈的我們是雨天不收傘所以申請了重優 重速 重簡\n582157\t605098\t從優從速從簡這三個原則很重要我認為這個應該要讓我們的產業界很清楚的知道政府的態度從優從速從簡那這個政策如果合定了之後我希望那個經濟部就可以趕快開始啟動對於產業的這一些輔導的措施昨天合定了我們從今天開始就全面的來跟所有業者溝通好 謝謝謝謝 謝謝委員\n","txt":"好謝謝主席我先請一下郭部長請郭部長是不是那個國發會\n委員長也請國發會部長我想今天這個我們會議主席排定的議程是要針對美國實施進口產品國安調查對於我們台灣的產業的影響那我剛認真其實看了一下你們的書面報告我還是不太了解到底\n美國在進行這個產品的國安調查台灣方我們現在所採取的對策是什麼還是說現在其實整個戰略目標並不清楚那對於我們自己的比如說半導體或者是藥品等等的保護措施保護政策有沒有\n規劃中呢還是已經進行中我們是在規劃中因為這個都是談判的一環那因為這個不確定性太高所以也沒有辦法在這裡做詳盡的報告我們就是動態的來持續的根據這個但是我們會訪談所有的業者包括半導體包括藥品的業者我們要聽他們的意見他們能夠承受到\n承受的狀況是怎麼樣日本首波已經談了接下來應該是韓國有沒有預估台灣大概什麼時候可以談這個可能要問政府院長這個你也沒有辦法掌握到這個狀態嗎我們因為已經確定了可能會談的內容但是我想應該這個是\n日本跟韓國大概美國跟他談的這個內容的部分我想如果有批論我們會參考看起來日本談的不是很順利啦但是這個川普總統其實是變來變去所以很多東西那個狀態一直在一直在變動我們從上個禮拜談到現在其實那整體的狀態是一直在變動不過我想\n因為莊委今天排定了這個議程我覺得其實我們還是要建議政府對於整個半導體的產業生技醫藥的產業其實我們應該要建立一個這個所謂的國安政策產業政策的保護\n我想你們應該有掌握可能在規劃當中但是我覺得這個東西可能還是要往前走可能要走得比較快一點對於我們自己的半導體產業跟生技的產業因為我們在半導體的這一方面跟委員報告半導體方面我們大概都是居於領先的位置在先進的製程所以這個不管美國再怎麼調\n這個傷害的是它美國的消費所以我們是有很強有力的這個Bug and Power那在那個傳產的部分在Legacy的部分就是說過去這個20奈米以下的東西可能會有一些問題但這個不會說只對台灣這20、28、40奈米這個大概包括這個亞洲好幾個國家都可以生產這一部分我們就觀察它怎麼跟這個韓國談怎麼跟日本談\n所以這個對我們來講是相當有利的我們在日本韓國之後來談具體的先觀察人家怎麼談之後台灣也可以隨時調整對策是的是這樣嗎是的來那我接下來要請教這個國發會在2月的時候其實國發會有發布的這個景氣燈號是黃紅燈那我們的很多領\n指標領先的指標都是上升喔不過前幾天國泰金他公布的這個信心調查四月份的樂觀指數是創60個月以來的新低喔那看起來民間\n民間的這個觀察跟政府的觀察其實是有很大的落差這個副主委你們怎麼看啊但你可能會告訴我說因為你們調查的這個二月的景氣燈號其實是在川普的關稅政策之前這也有可能但是現在跟你下一次發布燈號的時間其實還有一段日子嘛那你們會去做調整嗎還是說你們現在的觀察是什麼\n好 我跟委員報告一下其實那個信心的指數很容易受到所謂目前事件的一個衝擊跟影響那大家都知道川普的那個關稅政策他的不確定性一直持續存在因為他時常都會變化那人民難免就會受到這些事件的影響他會表現出來他對信心的不支持那其實呢\n其實我們可以看到昨天晚上公布的IMF的這些報告裡面其實它把台灣的經濟成長率從預測今年從2.7%上升到2.9%其實大家知道說其實這個關稅90天的豁免期間裡面其實現在很多廠商基本上搞不好還面對到追單\n那當然有一些會有一些質疑就是有一些他覺得關稅不確定他有停單的效果那我要說的是就是說其實為什麼提升我們自己的觀察大概台灣有三個優勢第一個就是說大家知道說那個國際主權信用評審機制這個標普SMP他把我們台灣的主權信用\n平等為AA加然後其實展望是穩定也就是說其實他覺得台灣有三個優勢其實是這次是不會受到關稅對台灣的衝擊所以副主委你們的觀察跟民間的觀察這樣聽起來您的觀察跟民間的觀察其實還是有相當大的落差\n民間做出來的調查是這樣大家對於景氣的指標對未來的景氣都是看壞可是我剛剛聽您這樣講台灣的確是具有某些部分的優勢但是真的會好到這樣嗎我認為是不是你們應該要\n下鄉走入基層實際去了解一下實際的狀況這可能會比較準一點啦當然我們要鼓勵大家對於台灣未來的經濟發展是要有信心但是你總不能官方跟民間的落差太大嘛這個看起來就會大家就覺得政府好像感覺像是報喜不報憂這樣也不太好\n我們的確有觀察因為台灣是一個出口導向的經濟體制其實說我們受到外在情勢的影響很大所以我們其實有密切的觀察因為將來台灣整體的經濟表現可能還會受到美國川普的關稅政策的影響\n包括90天的豁免期我們關稅的談判的稅率可以談到什麼程度還有這次232的調查因為裡面有很多的產品都是台灣的出口的主力產品那調查的結果會怎麼樣還有美中的關稅的貿易戰還有我們轉台灣企業轉單的能力跟移轉生產基地的能力都會攸關到未來台灣經濟的衝擊跟影響所以雖然國際經濟預測\n給我們相當大的肯定可是我覺得我們的確絕對不能掉以輕心那我們也要了解企業現在面臨的相關的困境對不起主席可能再給我一點點時間我這題想要請教一下郭部長這個880億的這個方案已經核定了\n那上一次本席在這個質詢的時候也提到有一些螺絲扣件業者他們可能會面臨到第一波的衝擊所以你們原來的門檻是單月營收衰退15%對每三年的出口時機的是可以申請現在有新增加一個一年平均營收衰退10%間接受到關稅影響也可以申請部長你們有沒有去盤點你這個彈性提高了之後這880億到底夠不夠\n那未來你如何能夠確保你這個錢是可以精準到位我就問這個問題報告委員我想880億我們這個經濟部的部分是410億那這個錢我想以前院長我們在座談的時候都講過了也有業者提出來那謝謝委員這個機會我們再次澄清880億如果不夠我們還會往上再調\n不夠會往上再調但是你如何確保你能夠精準的補助到需要的廠商身上你的那個申請的程序\n我建議還是要簡化啦我知道公務單位一定都會搞一大堆一大堆paperwork那如何能夠簡化然後協助廠商能夠迅速的得到政府最大的支持這個對人民的感受是會很強烈的我們是雨天不收傘所以申請了重優 重速 重簡\n從優從速從簡這三個原則很重要我認為這個應該要讓我們的產業界很清楚的知道政府的態度從優從速從簡那這個政策如果合定了之後我希望那個經濟部就可以趕快開始啟動對於產業的這一些輔導的措施昨天合定了我們從今天開始就全面的來跟所有業者溝通好 謝謝謝謝 謝謝委員\n","vtt":"WEBVTT\n\n00:15.831 --> 00:20.417\n好謝謝主席我先請一下郭部長請郭部長是不是那個國發會\n\n00:28.055 --> 00:49.773\n委員長也請國發會部長我想今天這個我們會議主席排定的議程是要針對美國實施進口產品國安調查對於我們台灣的產業的影響那我剛認真其實看了一下你們的書面報告我還是不太了解到底\n\n00:51.479 --> 01:12.471\n美國在進行這個產品的國安調查台灣方我們現在所採取的對策是什麼還是說現在其實整個戰略目標並不清楚那對於我們自己的比如說半導體或者是藥品等等的保護措施保護政策有沒有\n\n01:13.771 --> 01:41.193\n規劃中呢還是已經進行中我們是在規劃中因為這個都是談判的一環那因為這個不確定性太高所以也沒有辦法在這裡做詳盡的報告我們就是動態的來持續的根據這個但是我們會訪談所有的業者包括半導體包括藥品的業者我們要聽他們的意見他們能夠承受到\n\n01:42.674 --> 01:47.836\n承受的狀況是怎麼樣日本首波已經談了接下來應該是韓國有沒有預估台灣大概什麼時候可以談這個可能要問政府院長這個你也沒有辦法掌握到這個狀態嗎我們因為已經確定了可能會談的內容但是我想應該這個是\n\n02:06.932 --> 02:28.114\n日本跟韓國大概美國跟他談的這個內容的部分我想如果有批論我們會參考看起來日本談的不是很順利啦但是這個川普總統其實是變來變去所以很多東西那個狀態一直在一直在變動我們從上個禮拜談到現在其實那整體的狀態是一直在變動不過我想\n\n02:28.975 --> 02:43.400\n因為莊委今天排定了這個議程我覺得其實我們還是要建議政府對於整個半導體的產業生技醫藥的產業其實我們應該要建立一個這個所謂的國安政策產業政策的保護\n\n02:45.280 --> 03:09.370\n我想你們應該有掌握可能在規劃當中但是我覺得這個東西可能還是要往前走可能要走得比較快一點對於我們自己的半導體產業跟生技的產業因為我們在半導體的這一方面跟委員報告半導體方面我們大概都是居於領先的位置在先進的製程所以這個不管美國再怎麼調\n\n03:11.540 --> 03:37.585\n這個傷害的是它美國的消費所以我們是有很強有力的這個BugandPower那在那個傳產的部分在Legacy的部分就是說過去這個20奈米以下的東西可能會有一些問題但這個不會說只對台灣這20、28、40奈米這個大概包括這個亞洲好幾個國家都可以生產這一部分我們就觀察它怎麼跟這個韓國談怎麼跟日本談\n\n03:40.606 --> 03:56.601\n所以這個對我們來講是相當有利的我們在日本韓國之後來談具體的先觀察人家怎麼談之後台灣也可以隨時調整對策是的是這樣嗎是的來那我接下來要請教這個國發會在2月的時候其實國發會有發布的這個景氣燈號是黃紅燈那我們的很多領\n\n04:04.028 --> 04:16.910\n指標領先的指標都是上升喔不過前幾天國泰金他公布的這個信心調查四月份的樂觀指數是創60個月以來的新低喔那看起來民間\n\n04:18.447 --> 04:44.173\n民間的這個觀察跟政府的觀察其實是有很大的落差這個副主委你們怎麼看啊但你可能會告訴我說因為你們調查的這個二月的景氣燈號其實是在川普的關稅政策之前這也有可能但是現在跟你下一次發布燈號的時間其實還有一段日子嘛那你們會去做調整嗎還是說你們現在的觀察是什麼\n\n04:44.909 --> 05:13.748\n好我跟委員報告一下其實那個信心的指數很容易受到所謂目前事件的一個衝擊跟影響那大家都知道川普的那個關稅政策他的不確定性一直持續存在因為他時常都會變化那人民難免就會受到這些事件的影響他會表現出來他對信心的不支持那其實呢\n\n05:15.049 --> 05:27.271\n其實我們可以看到昨天晚上公布的IMF的這些報告裡面其實它把台灣的經濟成長率從預測今年從2.7%上升到2.9%其實大家知道說其實這個關稅90天的豁免期間裡面其實現在很多廠商基本上搞不好還面對到追單\n\n05:40.274 --> 06:06.995\n那當然有一些會有一些質疑就是有一些他覺得關稅不確定他有停單的效果那我要說的是就是說其實為什麼提升我們自己的觀察大概台灣有三個優勢第一個就是說大家知道說那個國際主權信用評審機制這個標普SMP他把我們台灣的主權信用\n\n06:07.836 --> 06:27.381\n平等為AA加然後其實展望是穩定也就是說其實他覺得台灣有三個優勢其實是這次是不會受到關稅對台灣的衝擊所以副主委你們的觀察跟民間的觀察這樣聽起來您的觀察跟民間的觀察其實還是有相當大的落差\n\n06:29.662 --> 06:41.873\n民間做出來的調查是這樣大家對於景氣的指標對未來的景氣都是看壞可是我剛剛聽您這樣講台灣的確是具有某些部分的優勢但是真的會好到這樣嗎我認為是不是你們應該要\n\n06:45.536 --> 07:06.432\n下鄉走入基層實際去了解一下實際的狀況這可能會比較準一點啦當然我們要鼓勵大家對於台灣未來的經濟發展是要有信心但是你總不能官方跟民間的落差太大嘛這個看起來就會大家就覺得政府好像感覺像是報喜不報憂這樣也不太好\n\n07:11.096 --> 07:20.809\n我們的確有觀察因為台灣是一個出口導向的經濟體制其實說我們受到外在情勢的影響很大所以我們其實有密切的觀察因為將來台灣整體的經濟表現可能還會受到美國川普的關稅政策的影響\n\n07:25.776 --> 07:29.837\n包括90天的豁免期我們關稅的談判的稅率可以談到什麼程度還有這次232的調查因為裡面有很多的產品都是台灣的出口的主力產品那調查的結果會怎麼樣還有美中的關稅的貿易戰還有我們轉台灣企業轉單的能力跟移轉生產基地的能力都會攸關到未來台灣經濟的衝擊跟影響所以雖然國際經濟預測\n\n07:53.986 --> 08:08.018\n給我們相當大的肯定可是我覺得我們的確絕對不能掉以輕心那我們也要了解企業現在面臨的相關的困境對不起主席可能再給我一點點時間我這題想要請教一下郭部長這個880億的這個方案已經核定了\n\n08:12.402 --> 08:35.248\n那上一次本席在這個質詢的時候也提到有一些螺絲扣件業者他們可能會面臨到第一波的衝擊所以你們原來的門檻是單月營收衰退15%對每三年的出口時機的是可以申請現在有新增加一個一年平均營收衰退10%間接受到關稅影響也可以申請部長你們有沒有去盤點你這個彈性提高了之後這880億到底夠不夠\n\n08:39.989 --> 09:00.743\n那未來你如何能夠確保你這個錢是可以精準到位我就問這個問題報告委員我想880億我們這個經濟部的部分是410億那這個錢我想以前院長我們在座談的時候都講過了也有業者提出來那謝謝委員這個機會我們再次澄清880億如果不夠我們還會往上再調\n\n09:06.633 --> 09:16.859\n不夠會往上再調但是你如何確保你能夠精準的補助到需要的廠商身上你的那個申請的程序\n\n09:18.360 --> 09:40.526\n我建議還是要簡化啦我知道公務單位一定都會搞一大堆一大堆paperwork那如何能夠簡化然後協助廠商能夠迅速的得到政府最大的支持這個對人民的感受是會很強烈的我們是雨天不收傘所以申請了重優重速重簡\n\n09:42.157 --> 10:05.098\n從優從速從簡這三個原則很重要我認為這個應該要讓我們的產業界很清楚的知道政府的態度從優從速從簡那這個政策如果合定了之後我希望那個經濟部就可以趕快開始啟動對於產業的這一些輔導的措施昨天合定了我們從今天開始就全面的來跟所有業者溝通好謝謝謝謝謝謝委員\n\n","segments":[{"start":15.831,"end":20.417,"text":"好謝謝主席我先請一下郭部長請郭部長是不是那個國發會"},{"start":28.055,"end":49.773,"text":"委員長也請國發會部長我想今天這個我們會議主席排定的議程是要針對美國實施進口產品國安調查對於我們台灣的產業的影響那我剛認真其實看了一下你們的書面報告我還是不太了解到底"},{"start":51.479,"end":72.471,"text":"美國在進行這個產品的國安調查台灣方我們現在所採取的對策是什麼還是說現在其實整個戰略目標並不清楚那對於我們自己的比如說半導體或者是藥品等等的保護措施保護政策有沒有"},{"start":73.771,"end":101.193,"text":"規劃中呢還是已經進行中我們是在規劃中因為這個都是談判的一環那因為這個不確定性太高所以也沒有辦法在這裡做詳盡的報告我們就是動態的來持續的根據這個但是我們會訪談所有的業者包括半導體包括藥品的業者我們要聽他們的意見他們能夠承受到"},{"start":102.674,"end":107.836,"text":"承受的狀況是怎麼樣日本首波已經談了接下來應該是韓國有沒有預估台灣大概什麼時候可以談這個可能要問政府院長這個你也沒有辦法掌握到這個狀態嗎我們因為已經確定了可能會談的內容但是我想應該這個是"},{"start":126.932,"end":148.114,"text":"日本跟韓國大概美國跟他談的這個內容的部分我想如果有批論我們會參考看起來日本談的不是很順利啦但是這個川普總統其實是變來變去所以很多東西那個狀態一直在一直在變動我們從上個禮拜談到現在其實那整體的狀態是一直在變動不過我想"},{"start":148.975,"end":163.4,"text":"因為莊委今天排定了這個議程我覺得其實我們還是要建議政府對於整個半導體的產業生技醫藥的產業其實我們應該要建立一個這個所謂的國安政策產業政策的保護"},{"start":165.28,"end":189.37,"text":"我想你們應該有掌握可能在規劃當中但是我覺得這個東西可能還是要往前走可能要走得比較快一點對於我們自己的半導體產業跟生技的產業因為我們在半導體的這一方面跟委員報告半導體方面我們大概都是居於領先的位置在先進的製程所以這個不管美國再怎麼調"},{"start":191.54,"end":217.585,"text":"這個傷害的是它美國的消費所以我們是有很強有力的這個Bug and Power那在那個傳產的部分在Legacy的部分就是說過去這個20奈米以下的東西可能會有一些問題但這個不會說只對台灣這20、28、40奈米這個大概包括這個亞洲好幾個國家都可以生產這一部分我們就觀察它怎麼跟這個韓國談怎麼跟日本談"},{"start":220.606,"end":236.601,"text":"所以這個對我們來講是相當有利的我們在日本韓國之後來談具體的先觀察人家怎麼談之後台灣也可以隨時調整對策是的是這樣嗎是的來那我接下來要請教這個國發會在2月的時候其實國發會有發布的這個景氣燈號是黃紅燈那我們的很多領"},{"start":244.028,"end":256.91,"text":"指標領先的指標都是上升喔不過前幾天國泰金他公布的這個信心調查四月份的樂觀指數是創60個月以來的新低喔那看起來民間"},{"start":258.447,"end":284.173,"text":"民間的這個觀察跟政府的觀察其實是有很大的落差這個副主委你們怎麼看啊但你可能會告訴我說因為你們調查的這個二月的景氣燈號其實是在川普的關稅政策之前這也有可能但是現在跟你下一次發布燈號的時間其實還有一段日子嘛那你們會去做調整嗎還是說你們現在的觀察是什麼"},{"start":284.909,"end":313.748,"text":"好 我跟委員報告一下其實那個信心的指數很容易受到所謂目前事件的一個衝擊跟影響那大家都知道川普的那個關稅政策他的不確定性一直持續存在因為他時常都會變化那人民難免就會受到這些事件的影響他會表現出來他對信心的不支持那其實呢"},{"start":315.049,"end":327.271,"text":"其實我們可以看到昨天晚上公布的IMF的這些報告裡面其實它把台灣的經濟成長率從預測今年從2.7%上升到2.9%其實大家知道說其實這個關稅90天的豁免期間裡面其實現在很多廠商基本上搞不好還面對到追單"},{"start":340.274,"end":366.995,"text":"那當然有一些會有一些質疑就是有一些他覺得關稅不確定他有停單的效果那我要說的是就是說其實為什麼提升我們自己的觀察大概台灣有三個優勢第一個就是說大家知道說那個國際主權信用評審機制這個標普SMP他把我們台灣的主權信用"},{"start":367.836,"end":387.381,"text":"平等為AA加然後其實展望是穩定也就是說其實他覺得台灣有三個優勢其實是這次是不會受到關稅對台灣的衝擊所以副主委你們的觀察跟民間的觀察這樣聽起來您的觀察跟民間的觀察其實還是有相當大的落差"},{"start":389.662,"end":401.873,"text":"民間做出來的調查是這樣大家對於景氣的指標對未來的景氣都是看壞可是我剛剛聽您這樣講台灣的確是具有某些部分的優勢但是真的會好到這樣嗎我認為是不是你們應該要"},{"start":405.536,"end":426.432,"text":"下鄉走入基層實際去了解一下實際的狀況這可能會比較準一點啦當然我們要鼓勵大家對於台灣未來的經濟發展是要有信心但是你總不能官方跟民間的落差太大嘛這個看起來就會大家就覺得政府好像感覺像是報喜不報憂這樣也不太好"},{"start":431.096,"end":440.809,"text":"我們的確有觀察因為台灣是一個出口導向的經濟體制其實說我們受到外在情勢的影響很大所以我們其實有密切的觀察因為將來台灣整體的經濟表現可能還會受到美國川普的關稅政策的影響"},{"start":445.776,"end":449.837,"text":"包括90天的豁免期我們關稅的談判的稅率可以談到什麼程度還有這次232的調查因為裡面有很多的產品都是台灣的出口的主力產品那調查的結果會怎麼樣還有美中的關稅的貿易戰還有我們轉台灣企業轉單的能力跟移轉生產基地的能力都會攸關到未來台灣經濟的衝擊跟影響所以雖然國際經濟預測"},{"start":473.986,"end":488.018,"text":"給我們相當大的肯定可是我覺得我們的確絕對不能掉以輕心那我們也要了解企業現在面臨的相關的困境對不起主席可能再給我一點點時間我這題想要請教一下郭部長這個880億的這個方案已經核定了"},{"start":492.402,"end":515.248,"text":"那上一次本席在這個質詢的時候也提到有一些螺絲扣件業者他們可能會面臨到第一波的衝擊所以你們原來的門檻是單月營收衰退15%對每三年的出口時機的是可以申請現在有新增加一個一年平均營收衰退10%間接受到關稅影響也可以申請部長你們有沒有去盤點你這個彈性提高了之後這880億到底夠不夠"},{"start":519.989,"end":540.743,"text":"那未來你如何能夠確保你這個錢是可以精準到位我就問這個問題報告委員我想880億我們這個經濟部的部分是410億那這個錢我想以前院長我們在座談的時候都講過了也有業者提出來那謝謝委員這個機會我們再次澄清880億如果不夠我們還會往上再調"},{"start":546.633,"end":556.859,"text":"不夠會往上再調但是你如何確保你能夠精準的補助到需要的廠商身上你的那個申請的程序"},{"start":558.36,"end":580.526,"text":"我建議還是要簡化啦我知道公務單位一定都會搞一大堆一大堆paperwork那如何能夠簡化然後協助廠商能夠迅速的得到政府最大的支持這個對人民的感受是會很強烈的我們是雨天不收傘所以申請了重優 重速 重簡"},{"start":582.157,"end":605.098,"text":"從優從速從簡這三個原則很重要我認為這個應該要讓我們的產業界很清楚的知道政府的態度從優從速從簡那這個政策如果合定了之後我希望那個經濟部就可以趕快開始啟動對於產業的這一些輔導的措施昨天合定了我們從今天開始就全面的來跟所有業者溝通好 謝謝謝謝 謝謝委員"}]}}},"gazette":{"lineno":187,"blocks":[["邱委員議瑩：（9時27分）謝謝主席，我先請一下郭部長。"],["主席：請郭部長。"],["邱委員議瑩：還有國發會高副主委。"],["郭部長智輝：委員早。"],["主席：也請國發會副主委。"],["邱委員議瑩：部長，今天會議主席排定的議程是要針對美國實施進口產品國安調查對於臺灣產業的影響，我剛剛認真看了一下你們的書面報告，我還是不太了解到底美國在進行產品的國安調查，臺灣方現在所採取的對應對策是什麼？還是說現在其實整個戰略目標並不清楚？對於我們自己的比如說半導體或者是藥品等等有沒有保護措施、保護政策？是規劃中，還是已經進行中？這個能不能……"],["郭部長智輝：我們是在規劃中，這個都是談判的一環，因為不確定性太高，所以我們是……"],["邱委員議瑩：所以也沒有辦法在這裡做詳盡的報告就是了。"],["郭部長智輝：對。報告委員，我們就是動態的來持續根據這個……但是我們會訪談所有業者，包括半導體、藥品業者，我們會聽他們的意見，他們能夠承受的狀況是怎麼樣？"],["邱委員議瑩：日本首波已經談了嘛！接下來應該是韓國，有沒有預估臺灣大概什麼時候可以談？"],["郭部長智輝：這個可能要問鄭副院長，我……"],["邱委員議瑩：你也沒有辦法掌握到這個狀態嗎？"],["郭部長智輝：我們因為已經確定了可能會談的內容嘛！日本跟韓國，美國跟他們談的內容的部分，如果有披露，我們會參考。"],["邱委員議瑩：看起來日本談的不是很順利，但是川普總統其實是變來變去，所以很多東西的狀態一直在變動，我們從上個禮拜談到現在……"],["郭部長智輝：對，對，對。"],["邱委員議瑩：其實整體的狀態一直在變動，不過我想因為召委今天排定這個議程，我覺得我們還是要建議政府對於整個半導體產業、生技醫藥產業應該要建立一個國安政策、產業政策的保護，我想你們應該有掌握，可能在規劃當中，但是我覺得這個東西可能還是要往前走，要走得比較快一點，對於我們自己的半導體產業跟生技的產業。"],["郭部長智輝：因為我們在半導體的這一方面，跟委員報告，半導體方面我們大概在先進製程都是居於領先的位置，所以這個不管美國再怎麼調，傷害的是美國的消費者……"],["邱委員議瑩：政府的保護政策其實已經在做了……"],["郭部長智輝：對，所以我們是有很強而有力的bargaining power在。"],["邱委員議瑩：OK。"],["郭部長智輝：在傳產的部分，在legacy的部分，就是過去20奈米以下的東西可能會有一些問題，但是這個不會只對臺灣，20、28、40奈米大概包括亞洲好幾個國家都可以生產，這一部分我們就觀察他怎麼跟韓國談、怎麼跟日本談，所以這對我們來講相當有利，我們在日本、韓國之後來談具體的……"],["邱委員議瑩：先觀察人家怎麼談之後，臺灣也可以隨時調整對策，是這樣嗎？"],["郭部長智輝：是的。"],["邱委員議瑩：我接下來要請教，國發會在2月的時候其實有發布景氣燈號是黃紅燈，我們很多領先的指標都是上升，不過前幾天國泰金公布的信心調查，4月份的樂觀指數是創60個月以來的新低，看起來民間的觀察跟政府的觀察其實是有很大的落差，副主委，你們怎麼看？你可能會告訴我說，因為你們調查的2月景氣燈號其實是在川普的關稅政策之前，這也有可能，但是現在跟你下一次發布燈號的時間其實還有一段日子，你們會去做調整嗎？還是說你們現在的觀察是什麼？"],["高副主任委員仙桂：我跟委員報告一下，其實信心指數很容易受到目前事件的衝擊跟影響，大家都知道川普關稅政策的不確定性一直持續存在，因為他時常都會變化，人民難免就會受到這些事件的影響，他會表現出對信心的不支持。其實我們可以看到昨天晚上IMF所公布的這些報告裡面，其實它把臺灣的經濟成長率預測今年從2.7%上升到2.9%，大家知道關稅90天的豁免期間裡面，現在美國很多廠商搞不好還面對到追單，當然部分會有一些遲疑，就是它覺得關稅不確定，有停單的效果。我要說的是，為什麼提升？我們自己的觀察，大概臺灣有3個優勢，第一個，大家知道國際主權信用評等機制標普S＆P，它把臺灣的主權信用評等為AA+，展望是穩定，也就是說它覺得臺灣有3個優勢，這次其實是不會受到關稅對臺灣的衝擊……"],["邱委員議瑩：所以副主委，我這樣聽起來，您的觀察跟民間的觀察其實還是有相當大的落差。"],["高副主任委員仙桂：我覺得信心……"],["邱委員議瑩：因為民間做出來的調查是這樣嘛！大家對於景氣的指標、對未來的景氣都是看壞，可是我剛剛聽您這樣講，臺灣的確是具有某些部分的優勢，但是真的會好到這樣嗎？我認為你們是不是應該要下鄉走入基層去了解一下實際的狀況。"],["高副主任委員仙桂：對，是的。"],["邱委員議瑩：這樣可能會比較準一點啦！當然我們鼓勵大家對於臺灣未來的經濟發展要有信心，但是你總不能官方跟民間的落差太大嘛！大家就覺得政府好像是報喜不報憂……"],["高副主任委員仙桂：我知道，委員……"],["邱委員議瑩：這個不太好，這樣也不太好。"],["高副主任委員仙桂：是，我們的確有觀察，因為臺灣是一個出口導向的經濟體制，其實我們受到外在情勢的影響很大，所以我們其實有在密切觀察，因為將來臺灣整體的經濟表現可能還會受到美國川普的關稅政策影響。包括90天的豁免期，我們關稅談判的稅率可以談到什麼程度，還有這次232的調查，因為裡面有很多產品都是臺灣出口的主力產品，調查的結果怎麼樣，以及美中的關稅貿易戰，還有我們臺灣企業轉單的人力及移轉生產基地的人力，都攸關到未來臺灣經濟的衝擊及影響。所以雖然國際經濟預測給我們相當大的肯定，可是我覺得我們絕對不能掉以輕心，並且我們也要了解企業現在面臨的相關困境。"],["邱委員議瑩：好。對不起，主席，可能再給我一點點時間。我這題想要請教一下郭部長，這個880億的方案已經核定了，上一次本席在質詢的時候也提到有一些螺絲扣件業者可能會面臨到第一波的衝擊，你們原來的門檻是單月營收衰退15%、對美出口3年實績的可以申請，現在有新增加一年平均營收衰退10%、間接受到關稅影響的也可以申請。部長，你們有沒有去盤點，彈性提高了之後，880億到底夠不夠，未來你如何能夠確保這個錢是可以精準到位？我就問這個問題。"],["郭部長智輝：報告委員，880億的部分，我們經濟部的部分是410億，有關於這個錢，之前我們在做座談的時候院長都講過了，也有業者提出來，謝謝委員，今天我們再次澄清，880億如果不夠，我們還會往上再調。"],["邱委員議瑩：不夠會往上再調？"],["郭部長智輝：對。"],["邱委員議瑩：但是你如何確保能夠精準地補助到需要的廠商身上？"],["郭部長智輝：是，我們會精準地……"],["邱委員議瑩：你們的申請程序我建議還是要簡化，我知道公務單位一定都會搞一大堆paperwork，如何能夠簡化，協助廠商能夠迅速得到政府最大的支持……"],["郭部長智輝：是，這個地方跟委員再次報告……"],["邱委員議瑩：這對人民的感受是會很強烈的，部長。"],["郭部長智輝：是，我們是雨天不收傘，所以申請了就會從優、從速、從簡辦理。"],["邱委員議瑩：從優、從速、從簡，這三個原則很重要，我認為這應該要讓我們的產業界很清楚地知道政府的態度，從優、從速、從簡，這個政策如果核定了之後，我希望經濟部就可以趕快開始啟動對於產業的這些輔導措施。"],["郭部長智輝：是，昨天核定了，我們從今天開始就全面地來跟所有業者溝通。"],["邱委員議瑩：好，謝謝。"],["郭部長智輝：謝謝委員。"],["主席：謝謝邱議瑩委員。","下一位請鄭正鈐委員質詢。"]],"agenda":{"page_end":332,"meet_id":"委員會-11-3-19-10","speakers":["蔡易餘","賴瑞隆","邱議瑩","鄭正鈐","張啓楷","張嘉郡","林岱樺","楊瓊瓔","謝衣鳯","陳亭妃","呂玉玲","邱志偉","鍾佳濱","劉書彬","何欣純","徐欣瑩","陳培瑜","陳冠廷","黃捷"],"page_start":275,"meetingDate":["2025-04-23"],"gazette_id":"1144001","agenda_lcidc_ids":["1144001_00007"],"meet_name":"立法院第11屆第3會期經濟委員會第10次全體委員會議紀錄","content":"邀請經濟部部長、國家發展委員會主任委員及衛生福利部首長就「美國實施進口產品國安調查對\n我國產業之影響及因應之道」進行報告，並備質詢","agenda_id":"1144001_00006"}}}