原文標題：S. Korea, U.S. clinch deal on details of investment pledge 原文連結： https://en.yna.co.kr/view/AEN20251029015500315?section=economy-finance/economy 發布時間：20:18 October 29, 2025 記者署名：Kim Eun-jung 原文內容： 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. 韓國慶州，10月29日（韓聯社）——韓國與美國已就首爾提出的3500億美元投資承諾的具 體細節達成最終協議，此舉將降低美方對韓國商品的關稅，韓國總統政策室長金容範週三 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. 金容範說：「這3500億美元的投資承諾將包括2000億美元現金分期支付，另有1500億美元 用於造船業合作，年度上限為200億美元。」 "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. 他補充說：「由於投資將根據業務進度分階段進行，且每年限額為200億美元，因此會維 持在韓國外匯市場可承受的範圍內，從而將市場衝擊降至最低。」 Korean companies will lead the shipbuilding cooperation projects, including direct investment and loan guarantees, Kim said. 金容範指出，韓國企業將主導造船業合作項目，包括直接投資與貸款擔保。 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. 根據最終條款，美國對韓國商品的「對等關稅」及汽車行業關稅，將從25%降至15%，這與 7月達成的初步協議一致。 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. 藥品與木材產品將獲得「最惠國待遇」，而飛機零件、學名藥及美國國內未生產的天然資 源將免徵關稅。 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. 至於半導體，關稅水準將不低於適用於韓國主要競爭對手台灣的標準，金容範補充說。 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. 首爾與華盛頓還同意在即將完成的諒解備忘錄中納入「商業理性」原則，並在投資金額回 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，韓國還確保了一項「安全條款」，若美方在未經正式委員會審查的情況下要求額外 投資，雙方可重新協商。 "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." 金容範最後表示：「透過這項協議，我們期望改善韓國企業進入美國市場的條件，並獲得 比其他國家更有利的出口環境。我們也預期，關稅減免範圍與時程的明確化，將大幅降低 市場的不確定性。」 心得/評論： 名為投資合作協議 本質更接近分期繳納的Tribute機制 短期換取關稅減免 長期 外匯儲備消耗 金融體系風險上升 --

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