Taiwan Economic Daily Society
US President Trump comprehensively sanction in mainland China, in addition to preparing to impose tariffs on imported products in mainland China, and further includes Huawei -based non -American companies in the so -called export control entity list, prohibiting American companies from being approved by the US government for approvalBelow, sell products to these famous companies.
Recently, Trump also issued an administrative order. In order to ensure that the US national security is prohibited, it is prohibited from being identified as foreign hostile opponents by the United States. The vulnerability of the US assets and services and services uses the US company to purchase technology products and services from American companies.The administrative department must propose implementation rules for implementation within 150 days, but the goal is obviously targeted at mainland China.
Trump's policy of raising tariffs, prohibiting sales, and prohibition of purchases. The three arrows' policies are mainly aimed at mainland Chinese companies led by Huawei.From comprehensive increase in tariffs to prohibiting American companies from selling products to mainland Chinese companies and disconnecting their supply sources, they also use the way that American companies are prohibited from purchasing their products to block the market, and they can completely cut off the upstream and downstream supply chains of mainland Chinese companies.This series of measures will greatly change the global division of labor, which will have a profound impact on Taiwan.
After raising tariffs on mainland China, many Taiwanese businessmen in mainland China began to adjust the division of labor.It is mainly to remove some production processes in mainland China, and the government hopes that mainland Taiwanese businessmen can move the production process back to Taiwan and attract them to invest back to Taiwan.However, compared with the past, these returnees have maintained the same supply chain compared to the past, and most of them still maintain the industrial division of labor with mainland Chinese companies.If these mainland Chinese companies will be included in the scope of US sanctions in the future, they will directly affect these Taiwanese businessmen.
The anti -blocking of this kind of overwhelming in the United States to mainland China will also affect companies in Taiwan, which has a division of labor with mainland Chinese companies, and has an unprecedented scope of impact.
Therefore, the government cannot just have a comprehensive strategy to attract Taiwanese businessmen to return to Taiwan in response to the US -China trade war.The U.S. -China trade war shows that the United States is uneasy about the rise of China's economic forces. The United States requires that mainland China has completely hooked with the United States in advanced and high -end fields such as digital technology, and the world will enter the American system and Chinese system competition.Because the domestic demand market is large in the United States and mainland China, and has enough strength, international brand products are sufficient to support their respective systems.
The United States also requires countries to choose stations. There is no issue of infringement between Taiwan and the United States. It will undoubtedly provide good opportunities for strengthening the cooperation of Taiwan and the United States to construct a new global supply chain and provide good opportunities.However, whether Taiwan should fully cater to the United States in the future and significantly reduce the component of the supply chain, it must have a complete supporting solution, especially how to build international brand products, which is also very important.
What's more important is that the adjustment of this supply chain does not mean abandoning the Chinese mainland market, because the government has been eager to get rid of the new southbound policy promoted by mainland China in recent years.Subscribed.Instead, Taiwan should take advantage of this opportunity to actively open up the domestic demand market in the mainland.
The separation of the United States and mainland China will also promote mainland China to strengthen self -R & D and innovation to make up for the dismantling supply chain gap that the United States, which will drive countries to invest in the R & D field.Taiwan cannot be behind, and it is necessary to adjust the government to pay the main resources in the field of 5+2 industries.
The impact on other levels should not be underestimated.First of all, in terms of financial markets, in addition to paying attention to the turbulence of the stock exchange market caused by the US -China trade war, the more important thing is that the currency market's trend has been raised from previous interest rates and has been suspended from interest rate increases.Whether it is still as good as the mountain is also worth evaluating.
Finally, in terms of overall economy, major international institutions have undergone forecasts for global economic growth. If conflicts in the United States and China have intensified in the future and the negotiations break the situation, it may continue to be repaired and the impact on Taiwan will also expand.Therefore, the government must not be complacent at the beginning of the four small dragons in Asia this year, because the economic growth rate of Taiwan has continued to be repaired, and the average gap between the world is getting bigger and bigger. This year, it will face the challenge of Bao 2.In particular, the impact of the US -China trade war is much higher than the other three countries of the Four Xiaolongs. It must formulate a short -term policy as soon as possible. In particular, it should provide necessary assistance to the affected industries and workers. It is a pragmatic practice.
