韩媒担忧：对美投资大幅提高，韩国国内制造业可能空心化

Group 1 - The core point of the article is that South Korea and the United States have reached a trade agreement involving a significant investment commitment from South Korea, which raises concerns about potential negative impacts on the domestic economy and manufacturing sector in South Korea [1][4][5]. Group 2 - South Korea has committed to a total investment of $350 billion in the U.S., with $200 billion to be invested in cash over several years, and $150 billion allocated for shipbuilding cooperation [1][6]. - The investment plan includes a cap of $20 billion per year, which is intended to minimize market impact and ensure that only commercially viable projects receive funding [6][5]. - Economic experts express concerns that the large outflow of capital to the U.S. could lead to a decrease in domestic investment capacity, potentially resulting in the "hollowing out" of South Korea's manufacturing sector [1][4][5]. Group 3 - The investment in the U.S. is seen as fundamentally different from investments in China, as it is primarily aimed at market entry rather than complementing domestic investments [1][4]. - In 2022, South Korea's top ten manufacturing sectors had a total investment of 114 trillion won (approximately 566.5 billion RMB), accounting for 4% of the country's GDP and 42% of all industry equipment investments [1][2]. - Projections indicate that the investment in the top ten manufacturing sectors will increase to 119 trillion won (approximately 591.4 billion RMB) in 2023, reflecting a growth of 7% [2]. Group 4 - Analysts warn that the increased investment in the U.S. could lead to a contraction in domestic investment, negatively affecting local economies and employment, particularly in regions reliant on manufacturing [4][5]. - A report from the Gyeongnam Research Institute estimates that a 15% tariff on South Korean goods by the U.S. could reduce annual exports from Gyeongsangnam-do by approximately 499 billion won (around 2.5 billion RMB) [5]. - The Bank of Korea has indicated that U.S. tariff policies could lead to decreased exports and production, with potential declines in manufacturing growth rates in regions heavily dependent on manufacturing [5][6]. Group 5 - The South Korean government is implementing multiple safeguards in the investment plan to limit financial risks and protect the foreign exchange market [6]. - There is a call for South Korea to attract foreign investments and enhance the competitiveness of its service sector to mitigate the impacts of increased U.S. investments [6][7]. - Public sentiment in South Korea is largely against the U.S. investment demands, with a poll indicating that 80.1% of respondents view the $350 billion investment requirement as unfair [7].