[新聞] 台資抽腿大陸 匯回資金創高…「錢潮」有機會持續一整年
原文標題:台資抽腿大陸 匯回資金創高…「錢潮」有機會持續一整年
原文連結:https://udn.com/news/story/7239/7435264?utm_source=yaho
onews&utm_medium=yahoo
發布時間:2023-09-13 05:40
記者署名:經濟日報/ 記者廖珮君、楊筱筠/台北報導
原文內容:
金管會昨(12)日公布,今年上半年上市櫃公司匯回大陸投資收益金額達606億元,改寫
史上同期新高。路透
金管會昨(12)日公布,今年上半年上市櫃公司匯回大陸投資收益金額達606億元,改寫
史上同期新高,是去年一整年匯回金額的53%,預估全年「錢潮回台」可望再破紀錄,金
融圈預期,這波匯回「錢潮」有機會持續一整年。
證期局主秘尚光琪說,上半年上市櫃公司在大陸市場投資收益積極匯回,主要是配合集團
資金規劃策略,將盈餘、現金股利、出售股權收益匯回所致,又以電子零組件業匯回金額
較大。
為何台商積極抽腿大陸市場?銀行主管認為,有三大原因,一、中美貿易戰後,大陸經濟
風險升高、台商重新布建生產線,二、大陸對台商不友善,低廉成本優勢消失,三、政府
積極推動台商返台政策,一推一拉自然讓台商資金回台。金融圈預料,台商積極從大陸市
場抽腿,回台重新布局,台灣有機會喜迎新一波資金潮。
金管會昨公布2023年上半年上市櫃公司赴大陸和海外投資情況。今年到第2季底有1,202家
赴大陸投資、較去年底減少八家;從大陸累計匯回金額攀升到7,646億元、上半年增加606
億元,是史上同期新高;今年上半年赴陸投資收益降到1,838億元、年減9.8%,連續兩年
走低。
這三大數據顯示,台商在大陸市場收益逐年下滑、台商也減少赴陸投資、更將在大陸賺的
錢積極匯回台灣。統計上市櫃公司在大陸市場投資收益的前三大「慘業」是塑膠、其他電
子及電子零組件業,主因受需求下滑、庫存調節及原物料價格上漲所致,如上市塑膠業上
半年虧損45億、上櫃半導體業也虧4億,較去年同期「盈轉虧」。
心得/評論:
台股目前在一萬六~一萬七點間徘迴,然而金管會預測今年資金回台創新高, 錢潮有可能持
續一整年,那麼 是否會重現當年「台灣錢淹腳目」的榮景?
有沒有趨勢大師預測一下這一整年資金回台會造成什麼影響?
--
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