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赵少康建议赖清德“美国损失大陆补”
Sou Hu Cai Jing· 2025-10-07 10:48
Group 1 - The article discusses the impact of Trump's trade policies on Taiwan, particularly the 32% tariffs imposed on Taiwanese exports, especially electronics, leading to significant economic losses estimated at over 100 billion New Taiwan Dollars [2] - Following the tariffs, Taiwanese companies began adjusting their supply chains to mitigate risks, indicating a shift in trade strategies [2] - Zhao Shaokang proposed increasing trade with mainland China to compensate for losses from the U.S. tariffs, suggesting specific measures such as expanding exports and reopening tourism [3][5] Group 2 - Lai Ching-te, the current leader of Taiwan, has adopted a hardline stance against mainland China, viewing it as a hostile entity, and has focused on strengthening ties with the U.S. [5][7] - The Taiwanese economy has shown signs of strain, with a 15% drop in trade with the U.S. and a reduction in GDP growth forecast from 3% to 1.5% [5] - The political landscape in Taiwan is polarized regarding Zhao's suggestions, with some supporting the idea of diversifying trade relations, while others, particularly from the ruling party, oppose it [5][9] Group 3 - The relationship between Taiwan and mainland China is complicated by differing political stances, with Lai rejecting the 1992 Consensus, which has led to limited communication and trade opportunities [7] - The U.S. tariffs are part of a broader strategy targeting global trade imbalances, affecting Taiwan's exports significantly, particularly in sectors outside of semiconductors [7] - The Taiwanese stock market experienced a significant drop, reflecting investor concerns over the economic outlook and political stability under Lai's administration [9]
美国关税重压下,台湾传统制造业沦为最大输家
Sou Hu Cai Jing· 2025-08-10 11:10
Group 1 - The announcement of tariffs by Trump in April has placed Taiwan in a challenging position despite its perceived advantages in negotiations [1] - TSMC's investments in the US may shield it from 100% tariffs, but this does not guarantee a trade agreement for Taiwan or protect its economy from other tariffs imposed by Trump [1] - Taiwan's economy is heavily export-oriented, with the US being its largest buyer, and it exports significant amounts of semiconductor components and related electronic parts [1] Group 2 - Traditional manufacturing in Taiwan is facing significant challenges, with the New Taiwan Dollar's appreciation adding pressure on factory owners [3] - The uncertainty in the current situation has led some companies to doubt their ability to sustain operations in the coming months, with reports of clients either halting orders or requesting delivery delays [3] - Manufacturers are experiencing the impact of a 20% tariff on their products, alongside a 50% tariff on steel and aluminum imposed by the Trump administration [1][3]