台民间版评估报告显示：超五成台企已受美关税冲击直接影响

Group 1 - The U.S. has postponed the deadline for "reciprocal tariffs" to August 1, causing concerns in Taiwan regarding the tax rates to be imposed [1][2] - A report from a survey of 238 companies indicates that over 50% have already felt the direct impact of the proposed tariffs, with more than half predicting a revenue decrease of 10% to 30% if tariffs rise to 20% [1][2] - Small and medium-sized enterprises (SMEs), particularly those with fewer than 50 employees, are expected to be hit hardest, with 35.8% forecasting revenue drops exceeding 30% [1][2] Group 2 - Traditional industries, such as rubber manufacturing, are projected to suffer the most, with over 60% of firms expecting revenue declines of more than 30% if tariffs are implemented [2] - The report aligns with recent statistics from Taiwan's Ministry of Economic Affairs, showing a significant drop in export orders to the U.S. for traditional industries [2] - Although high-tech sectors like electronics have seen an increase in orders, this is attributed to U.S. firms stockpiling, and over 40% of high-tech companies anticipate future revenue declines due to potential tariff expansions [2][4] Group 3 - The report identifies five structural challenges faced by SMEs in Taiwan, including currency volatility and rising industrial electricity prices [3] - Policy recommendations include stabilizing the exchange rate and reviewing energy policies to support affected industries [3] - The potential economic impact of U.S. and Chinese economic downturns on Taiwan's economy is highlighted, with estimates suggesting a 0.29% decline for every 1% drop in the U.S. economy [3] Group 4 - The appreciation of the New Taiwan Dollar has led to significant foreign exchange losses for companies, with one major postal service reporting a loss of 140.3 billion NTD due to currency fluctuations [4][5] - The hospitality sector is also feeling the effects, with hotels reporting decreased revenue due to reduced international tourist arrivals linked to both tariffs and currency appreciation [4][5] - Concerns are raised about the lack of transparency in tariff negotiations, with political implications affecting economic stability and business confidence [5][6]