担心被美国3500亿美元投资承诺“掏空”，韩企加码国内投资

Core Viewpoint - Following the conclusion of the Korea-U.S. tariff negotiations, South Korean conglomerates have proposed plans to expand domestic investments, amid concerns over local investment shrinkage and industrial hollowing out [1][4]. Group 1: Investment Commitments - The total investment commitment from the four major conglomerates exceeds 800 trillion KRW (approximately 550 billion USD), covering various emerging sectors [4]. - Samsung plans to invest 450 trillion KRW in South Korea over the next five years, including the resumption of its semiconductor flagship project in Pyeongtaek [4]. - Hyundai Motor Group has committed to invest 125.2 trillion KRW over the next five years, with a focus on artificial intelligence, robotics, and green energy [4]. Group 2: Concerns and Responses - There are growing concerns that the significant investments in the U.S. (totaling 350 billion USD) could lead to a depletion of resources for domestic investment, potentially exacerbating local industrial decline [5]. - The recent investment announcements are seen as a direct response to worries about domestic investment shrinkage and the need to reinforce local manufacturing capabilities amid global supply chain pressures [4][5]. - Industry analysts suggest that enhancing domestic production bases is crucial for long-term competitiveness, even as companies expand overseas [5]. Group 3: Government and Public Sentiment - Public sentiment is cautious regarding the commitments made by large enterprises, with concerns that the promises may not materialize if domestic investments fall short of expectations [6]. - There is a call for the government to provide supportive policies, such as infrastructure development and tax incentives, to ensure that these investment plans are effectively executed [6]. - The South Korean government is reportedly working on establishing a monthly meeting mechanism between the president and business leaders to better understand corporate needs [7].