Page 9 - NO.154銀行家雜誌
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是可能出招,甚至可能完全禁止台灣進口電
子產品。如果經濟跟政治只能保住一個,中
共永遠選擇政治。
即使沒有走到這一步,中國還是會像習
近平要求的一樣發展「紅色供應鏈」,設法
在「核心科技」上自給自足。北京當局目前
已經提供了很多誘因,希望地方政府和廠商
改用國產硬體。
因此,台灣必須逐步減少對中國的依
賴。2021年,出口到中國與香港的產值,占
台灣總出口額的42%,這兩地進口額也占台
灣總進口的22%。根據財政部的資料,台灣
去年向中港兩地的出口總額高達1,889.1億美
元,其中一半是電子元件。
美台雙邊貿易協定
雖然台灣最大的貿易夥伴是中國,第二
大卻是美國。美國是全球最大的經濟體,
美國是台灣的重要市場,更是最重要的國防夥伴,如果台灣能跟美國簽
訂雙邊貿易協定,經濟安全將大幅提升。(圖/達志影像)
an increasingly pugnacious China has been technology sector, one day that may change. To be
sanctioning Taiwan periodically since Tsai Ing-wen sure, the Chinese Communist Party will not rashly
won the presidency in 2016 to punish Taipei for its harm its own interests. The CCP well understands
refusal to accept the discredited governance model the interconnectivity of its consumer electronics
of one country, two systems used in Hong Kong supply chains with Taiwan’s, and that without
and Macau. The latest wave of sanctions, mostly Taiwanese semiconductors, its economy would
targeting the agricultural sector, followed U.S. take a huge hit.
Speaker of the House Nancy Pelosi’s early August However, in the event of a serious breakdown
visit to Taiwan. in cross-Strait relations, the possibility of
Though China’s ruling Communist Party has Beijing partially or even fully banning Taiwanese
thus far avoided targeting Taiwan’s paramount electronics imports cannot be dismissed. When
台灣銀行家2022.10月號 9
1 5% JOEE