原文标题：S. Korea, U.S. clinch deal on details of investment pledge 原文连结： https://en.yna.co.kr/view/AEN20251029015500315?section=economy-finance/economy 发布时间：20:18 October 29, 2025 记者署名：Kim Eun-jung 原文内容： GYEONGJU, South Korea, Oct. 29 (Yonhap) -- South Korea and the United States have finalized an agreement on the details of Seoul's US$350 billion investment pledge that lowered U.S. tariffs on Korean products, the presidential policy chief said Wednesday. 韩国庆州，10月29日（韩联社）——韩国与美国已就首尔提出的3500亿美元投资承诺的具 体细节达成最终协议，此举将降低美方对韩国商品的关税，韩国总统政策室长金容范周三 表示。 "The US$350 billion investment pledge will consist of $200 billion in cash installments and $150 billion allocated for shipbuilding industry cooperation, with an annual cap set at $20 billion," Kim Yong-beom, presidential chief of staff for policy, told reporters. 金容范说：「这3500亿美元的投资承诺将包括2000亿美元现金分期支付，另有1500亿美元 用於造船业合作，年度上限为200亿美元。」 "As the investments will be made in line with business progress within an annual limit of $20 billion, they will remain within a range the Korean foreign exchange market can absorb, thereby minimizing any impact on the market," he said. 他补充说：「由於投资将根据业务进度分阶段进行，且每年限额为200亿美元，因此会维 持在韩国外汇市场可承受的范围内，从而将市场冲击降至最低。」 Korean companies will lead the shipbuilding cooperation projects, including direct investment and loan guarantees, Kim said. 金容范指出，韩国企业将主导造船业合作项目，包括直接投资与贷款担保。 Under the finalized terms, U.S. "reciprocal" tariffs on Korean goods and sectoral duties on autos will fall from 25 percent to 15 percent as agreed in an initial deal in July. 根据最终条款，美国对韩国商品的「对等关税」及汽车行业关税，将从25%降至15%，这与 7月达成的初步协议一致。 Pharmaceutical and lumber products will be granted "most-favored nation treatment," while airplane parts, generic pharmaceuticals and natural resources not produced in the U.S. will be exempt from tariffs. 药品与木材产品将获得「最惠国待遇」，而飞机零件、学名药及美国国内未生产的天然资 源将免徵关税。 For semiconductors, tariff levels will be set no less favorable than those applied to Taiwan, South Korea's major competitor in the sector, Kim noted. 至於半导体，关税水准将不低於适用於韩国主要竞争对手台湾的标准，金容范补充说。 Seoul and Washington also agreed to incorporate "commercial rationality" into the memorandum of understanding, which is currently near completion, and to split profits equally until the investment amount is recovered. 首尔与华盛顿还同意在即将完成的谅解备忘录中纳入「商业理性」原则，并在投资金额回 收前平分收益。 South Korea additionally secured a safeguard clause, enabling further consultations if the U.S. seeks investments without proper committee review. 此外，韩国还确保了一项「安全条款」，若美方在未经正式委员会审查的情况下要求额外 投资，双方可重新协商。 "Through this agreement, we expect to improve conditions for Korean companies entering the U.S. market and secure a more favorable export environment than other nations," Kim said. "We also anticipate that clarifying the specific scope and timing of tariff reductions will significantly reduce market uncertainty." 金容范最後表示：「透过这项协议，我们期望改善韩国企业进入美国市场的条件，并获得 比其他国家更有利的出口环境。我们也预期，关税减免范围与时程的明确化，将大幅降低 市场的不确定性。」 心得/评论： 名为投资合作协议 本质更接近分期缴纳的Tribute机制 短期换取关税减免 长期 外汇储备消耗 金融体系风险上升 --

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