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Back台湾经济现“双速经济”格局:高科技与传统产业分化加剧
台湾经济现“双速经济”格局:高科技与传统产业分化加剧
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中国新闻网1 hour agoBusiness3 min readChinaView translation

台湾经济现“双速经济”格局:高科技与传统产业分化加剧

受AI与半导体产业强劲需求带动,台湾上半年经济表现突出,但传统产业低迷、薪资分布分化等结构性问题引发担忧。

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受人工智能与半导体产业强劲需求带动,台湾今年上半年经济表现突出,但岛内正逐步形成高科技高速增长与传统产业低迷并存的“双速经济”格局,不同产业与群体间感受差异明显,薪资分布分化加剧。

AI-generated summary

Why It Matters

台湾上半年受AI与半导体需求驱动,经济表现突出,但传统产业表现低迷,形成产业与薪资的双速分化格局。

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中新社台北9月8日电 受益于人工智能与半导体产业的强劲需求,台湾今年上半年经济表现突出,但不同产业与群体之间的感受差异明显。台湾《经济日报》近日一篇社论指出,岛内正逐步形成“双速经济”格局。

这篇社论提到的“双速经济”,即为高科技产业高速增长与传统产业低迷并存、不同产业增速明显分化的经济现象。

台当局经济事务主管部门统计的各产业生产指数显示,今年上半年,电子零组件业同比增长20.81%,电脑、电子产品及光学制品业同比增长81.85%。同期,化学材料及肥料业同比下降7.51%,纺织业、家具业、塑料制品业等传统产业均有不同幅度下滑。

不少学者对此情形表示担忧。台湾经济研究社社长孙智丽表示,一方面,当前台湾人工智能相关产业出口与金融市场表现活跃;另一方面,房地产及部分传统产业需求不振。她形容,台湾经济表面如同“热泉”,部分产业却遭遇“冰风暴”。

台湾中山大学政治经济学系特聘教授张其禄指出,若政策制定仅着眼于上行产业的亮眼数据,而忽视另一端就业、投资与需求的收缩,则可能低估实体经济面临的结构性压力。

台湾工业总会近日发布的“2026工总白皮书”提到,台湾应重视产业失衡问题,呼吁推动转型,促进产业均衡发展。

“双速经济”不仅体现在产业层面,也逐步反映在收入分配上。台当局“主计总处”统计显示,2026年上半年,台湾雇员经常性薪资低于平均数比例首次突破七成,创下历史新高。薪资分布日益分化——科技业高薪群体持续拉高整体平均薪资,而大量受雇者薪资处于平均水平以下。

舆论认为,这是台湾当前面临的重要问题。台湾“中央大学”教授吴大任指出,台湾服务业从业人员约700万人,规模远高于人工智能相关产业。他建议,政策制定者应思考如何将人工智能产业带来的额外税收,投向目前表现较弱的服务业与传统产业。

台湾《经济日报》文章亦指出,应引导传统产业及中小企业加快人工智能、数字化和自动化的普及应用,使人工智能由“出口产品”变为“生产力工具”。

What to Watch

AI outlook — possibilities, not facts

  • 推动传统产业及中小企业加快AI与数字化转型

    Possible · Within months

Open Questions

  • 政策制定者是否会调整政策以扶持传统产业?
  • 如何具体将AI产业税收投向服务业与传统产业?

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This article was originally published by 中国新闻网.

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