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outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">日本政府从8月28日起正式将南韩从享有出口审查优惠国家的“白名单”中除名，南韩也报复性地将日本从白名单剔除。许多专家认为，日韩贸易战开打，对日企影响有限，但对韩企的打击则不小。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: left;">■The world’s other trade spat-the escalating row between Japan and South Korea, the United States’ closest allies in Asia-is intensifying, and smartphone makers and their customers are likely to be among the first batch of victims. <img src="/d/file/hyzx/2019-09-02/40c94a437f1b74455606b626278c5725.jpg" alt="31.jpg" width="712" height="475" /><span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">日韩关系恶化，将彼此剔出审查优惠的“白名单”，还准备对簿世贸组织（WTO）。对此，前南韩特命全权大使、外交经济评论家武藤正敏指出，日方锁定的是韩国经济最大的弱点－半导体，韩国出口约占国内生产毛额（GDP）的40％，而半导体就占出口的20％。半导体关键材料进口卡关，电视、智慧型手机等都无法生产，对韩国经济会是致命的打击。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">韩国经济研究所选任研究委员赵京烨（音译）估算，日本加强半导体原料管制的措施，若导致南韩国内的半导体材料不足30％，南韩的GDP将减少2.2％，日本的GDP仅减少0.04％。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">如今日本又把韩国从白名单除名，恐让韩国半导体产业雪上加霜。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">过去日本为了提高出口效率，将在安保问题上没有疑虑的27个友好国家纳入白名单，可享有缩短出口审查等“优惠措施”，而韩国是亚洲唯一被列名的国家。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">白名单国家申请出口若通过一次审查，拿到出口许可后，三年内可无需针对个别的品项提出申请。韩国被除名后，凡是可能转作武器用途的产品都被列为出口管理对象，申请出口审查的手续会变复杂。预计化学、金属、电子、通信、感应器、精密机器等可能转作军事用途的约1,100个品项，每次从日本出口都必须申请出口许可。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">韩企今后在申请从日本出口时，必须一一申告目的、用途、最终需要地等，还必须填写不会使用在大规模毁灭性武器或用于搬运武器等用途，只限民间使用等内容的切结书。除了手续麻烦外，申请个别许可通常需90天的工作天，还要看日本政府批不批准，费时多久也很难说。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">韩企急寻替代供货国<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">为了因应日本一波波管制，韩国不仅在大陆、台湾探求日企以外的合作对象，还在德国、荷兰寻找可以确保供货的生产线，且针对可能受管制的尖端材料提前下单。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">韩国金融委员会委员长崔钟球27日召开“因应日本的出口管制相关金融机构恳谈会”，要求各银行积极支援受害企业。该委员会自8月2日起便针对日本的出口管制成立紧急小组对应。针对8月5日至23日的130件企业申请，已提供约2,654亿韩元（约台币74.4亿元）的金援。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">矽晶圆（Silicon wafer）、影像感测器（Image sensor）、金属镀膜遮罩（Metal mask）、分隔膜等四种材料、零件也很可能被指定为出口管制品项。这四品项分别是半导体、智慧型手机的相机、有机发光二极管（OLED）显示器、蓄电池等的主要材料。由于日本制品在全球市场占比高，南韩企业的依存度也高，预计将会受到相当大的影响。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">南韩化学研究院发表的材料零件报告指出，这些材料有相当大的数量或可说是全部从日本进口。光是半导体的基础材料矽晶圆方面，日本企业的全球占比为53％，信越化学工业和SUMCO各占27％、26％。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">东洋经济引用南韩专家的分析指出，这四种材料的主要进口商为三星电子、海力士、LG显示器、三星显示器，半导体的供货不稳定价格势必提高，同样受害的美国企业也应该一起拿出对策。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">电动车领域恐成下波目标<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; outline: 0px; text-size-adjust: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 15px; padding: 0px; color: rgb(80, 80, 80); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 16px; text-align: justify;">南韩的智库、现代经济研究所指出，对日本进口产品的依存度超过90％的品项还有48种，这些品项是南韩视为未来成长产业而投注心力培育的电动车领域，有可能成为日本出口管制的下个目标。首先可能受影响的是电动车用电池及用来制造氢汽车的氢燃料储藏容器的碳纤等。LG化学和三星SDI、SK革新等南韩企业拥有全球最高水准的制造电池技术，问题是主要材料都从日本进口。<span style="display:none">hoqSMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; 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