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"description": "龚明鑫指离岸风电3-3期招商仅2家投标,案子仍在审查,待结果出炉再说明。 他称台厂赴美已非Cost Down思维,将贴近全球最大市场,打造AI供应链生态系。 台积电技术传闻不评论,强调核心技术握紧;中火二期环评遭撤销,经部将配合上诉。",
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"content": "<p>经济部长龚明鑫今(8)日主持部务会议前接受媒体联访,针对离岸风电3-3期招商、台厂赴美投资布局、台积电 (2330-TW) (TSM-US) 与美方技术合作传闻,以及中火燃气二期环评争议等议题进行说明。龚明鑫强调,台厂赴美投资已超越过去仅追求低生产成本的传统代工思维,未来10年将透过贴近与定义全球最大市场,建立不可替代的AI供应链生态系。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6623703/l/bf80266c7aa32e8670a61761f4ae7483.jpg\" alt=\"马斯克喊转移先进制程2奈米技术恐外流?龚明鑫揭10年台厂赴美关键战略\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>在台厂赴美投资与台美产业合作战略上,龚明鑫提出了深度的战略剖析。他指出,总统揭示「立足台湾、布局全球、行销全世界」的政策方向。回顾1980年代,台商海外布局多以降低生产成本(Cost Down)为核心,因而前往中国或东南亚,当时仅需专注于及时供货与成本控制,无需过问终端市场变化。</p>\n\n<p>然而,现今台厂赴美投资的逻辑已根本性改变。美商市场生产成本虽高,但却是全球高阶与新兴产品的核心市场。龚明鑫指出,台湾在AI相关产业供应链已居全球领先地位,具有不可替代性。台厂赴美不仅是供应链延伸,更能透过贴近市场、与在地厂商深入合作(如与TEEMA及在地电动车产业链链结),进一步参与甚至定义市场需求。他预期未来5至10年内,这套新型态的台美合作模式将为台湾产业开启全新局面。</p>\n\n<p>关于外界传出马斯克希望台湾转移先进制程,以及美国企业企图取得台积电2奈米技术等谣言,龚明鑫强调,个别企业高层言论不予评论,一切以台积电官方说明为准。他明确表示,台积电定会紧握核心关键技术,台美合作并非单方面技术移转,而是透过优势互补建立强韧的供应链伙伴关系。</p>\n\n<p>针对离岸风电3-3期招商截标后仅有2家厂商投标,外界疑虑招商成效不如预期的问题,龚明鑫表示,目前全案仍处于审查阶段,不便在结果确定前进行过多评论,待最终审查结果出炉后会再向外界说明与讨论。对于过去部分退出的外资开发商仍留有台湾办公室,经济部是否会持续沟通,龚明鑫回应,行政院已针对海上风场空间进行盘点,经济部会持续与外商及本土企业保持密切联系,寻求未来合作机会。</p>\n\n<p>最后,针对台中火力发电厂(中火)二期燃气机组环评结论遭行政法院撤销一事,龚明鑫说明,中火「以气换台」本意就是为了改善环境品质,且开发场域并未扩大。虽然法院判决书尚未正式送达,但环境部已表示将提起上诉,经济部与台电公司将全力配合环境部提供各项必要事证与说明,以确保2025年起燃气机组如期上线营运。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-11463.html\" title=\"〈热门股〉钰创7月营收获利亮眼 单周大涨28%创26年来新高\">〈热门股〉钰创7月营收获利亮眼 单周大涨28%创26年来新高</a></li>\n <li><a href=\"/new/tw/article-4308.html\" title=\"巨亨速报 - Factset 最新调查:世芯-KY(3661-TW)EPS预估上修至138.16元,预估目标价为6000元\">巨亨速报 - Factset 最新调查:世芯-KY(3661-TW)EPS预估上修至138.16元,预估目标价为6000元</a></li>\n <li><a href=\"/new/tw/article-13008.html\" title=\"巨亨速报 - Factset 最新调查:中信金(2891-TW)EPS预估下修至4.28元,预估目标价为73.75元\">巨亨速报 - Factset 最新调查:中信金(2891-TW)EPS预估下修至4.28元,预估目标价为73.75元</a></li>\n <li><a href=\"/new/tw/article-1696.html\" title=\"盘中速报 - 柜买市场加权指数下跌-10.83点至435.19点,跌幅2.43%\">盘中速报 - 柜买市场加权指数下跌-10.83点至435.19点,跌幅2.43%</a></li>\n <li><a href=\"/new/tw/article-4526.html\" title=\"泰山:供应商中联油脂通知沙拉油原料检验未合规 已采取紧急应变处置\">泰山:供应商中联油脂通知沙拉油原料检验未合规 已采取紧急应变处置</a></li>\n <li><a href=\"/new/tw/article-14625.html\" title=\"雷科(6207)订单看到2027上半年!在手订单破10亿元,自制设备倍增成毛利率33%关键\">雷科(6207)订单看到2027上半年!在手订单破10亿元,自制设备倍增成毛利率33%关键</a></li>\n </ul>\n</div>",
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