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產業合作與拓銷商機：因應美中貿易戰調整海外布局 泰國、菲律賓 工業區投資布局商機調查
現職：外貿協會市場拓展處/ 高級專員
學歷：英國伯明罕大學 MBA/ 清華大學經濟系學士
學歷：英國伯明罕大學 MBA/ 清華大學經濟系學士
目 錄
壹、前言 .............................................................................................................. 7
貳、泰國、菲律賓總體經濟及工業發展指標 ................................................10
一、經濟成長現況........................................................................................................................................11
二、產業結構................................................................................................................................................13
（一）泰國產業結構..................................................................................................................................13
（二）菲律賓產業結構..............................................................................................................................14
三、製造業採購經理人指數 .......................................................................................................................15
四、勞動市場概況........................................................................................................................................17
五、經商環境及工業競爭力發展指標.......................................................................................................20
（一）經商環境排名..................................................................................................................................20
（二）工業競爭力發展指標 .....................................................................................................................22
叁、泰國、菲律賓貿易概況 ............................................................................26
一、對全球貿易............................................................................................................................................27
（一）近五年貿易趨勢..............................................................................................................................27
（二）泰國主要進出口市場、區域內貿易關係及主要品項 ................................................................28
（三）菲律賓主要進出口市場、區域內貿易關係及主要品項 ............................................................34
二、與我國雙邊貿易....................................................................................................................................40
肆、泰國工業區投資環境發展現況、合作商機及布局建議 ........................43
一、重要經貿政策........................................................................................................................................44
（一）「泰國 4.0 (Thailand 4.0)」內涵.......................................................................................................44
（二）「泰國 4.0 (Thailand 4.0)」產業商機...............................................................................................46
二、當地外人投資情況及主要投資獎勵措施.............................................................................................47
（一）我對泰國投資情況 .........................................................................................................................47
（二）泰國當地外人投資情況 .................................................................................................................493
（三）泰國主要投資獎勵措施 .................................................................................................................51
三、泰國「東部經濟走廊」工業區發展現況及合作商機 ......................................................................55
（一）「東部經濟走廊」地理位置...........................................................................................................55
（二）「東部經濟走廊」主要發展項目及產業聚落分布 ......................................................................56
（三）「東部經濟走廊」投資優惠措施...................................................................................................58
（四）土地、水電及勞工薪資費用情況.................................................................................................58
（五）合作商機及代表性企業營運案例.................................................................................................62
1.工業區產業商機-EASTERN ECONOMIC CORRIDOR OFFICE OF THAILAND...........................62
2.工業區產業商機-INDUSTRIAL ESTATE AUTHORITY OF THAILAND.......................................67
3.工業區產業商機-WHA INDUSTRIAL DEVELOPMENT PUBLIC COMPANY LIMITED.............70
4.工業區產業商機-AMATA CORPORATION PCL.............................................................................73
5.企業採購商機暨營運案例-TAIKIN STANDARD MOLD BASE CO., LTD....................................78
6.企業採購商機暨營運案例-ERA CORP CO., LTD............................................................................80
7.美中貿易戰受惠商機暨營運案例-KING SHING INDUSTRIAL CO., LTD....................................82
8.金融機構建議合作方向-MEGA INTERNATIONAL COMMERCIAL BANK PCL.........................84
四、各工業區適合進駐產業 .......................................................................................................................86
五、小結-進駐泰國東部經濟走廊工業區布局建議 .................................................................................87
（一）可同時關注工業、服務業及智慧城市領域商機 ........................................................................87
（二）投資諮詢三步驟，確認可獲得的投資優惠及工業區屬性........................................................88
（三）兩大集合最有利於爭取投資優惠.................................................................................................89
（四）傳統產業可爭取成為 EEC 目標產業的供應鏈商機 ...................................................................89
（五）臺商具整合能力才具競爭力.........................................................................................................90
（六）不適合勞力密集產業發展，適合自動化及智慧化產業 ............................................................90
（七）注意原產地規則..............................................................................................................................90
（八）留意泰銖升值影響 .........................................................................................................................91
（九）建議回臺上市..................................................................................................................................91
伍、菲律賓工業區投資環境發展現況、合作商機及布局建議 ....................92
一、重要經貿政策........................................................................................................................................93
（一）「Build, Build, Build!（BBB）」基礎建設計畫...............................................................................93
（二）「2017-2022 菲律賓發展計畫」......................................................................................................94
二、當地外人投資情況及主要投資獎勵措施...........................................................................................964
（一）我對菲律賓投資情況 .....................................................................................................................96
（二）菲律賓當地外人投資情況 .............................................................................................................98
（三）菲律賓主要投資獎勵措施 ...........................................................................................................101
三、菲律賓主要工業區發展現況及合作商機.........................................................................................105
（一）重點工業區分布............................................................................................................................105
（二）主要投資促進機構獎勵措施比較...............................................................................................108
（三）主要工業區特性比較 ...................................................................................................................110
（四）土地、水電及勞工薪資費用情況...............................................................................................112
（五）合作商機及代表性企業營運案例...............................................................................................115
1.工業區產業商機-SUBIC BAY METROPOLITAN AUTHORITY...................................................115
2.工業區產業商機-SUBIC BAY FREEPORT ZONE DEVELOPMENT AND MANAGEMENT
CORPORATION...............................................................................................................................120
3.工業區產業商機-TIPO HIGHTECH ECO PARK ............................................................................122
4.工業區產業商機-CLARK FREEPORT ZONE/BASES CONVERSION AND DEVELOPMENT
AUTHORITY ...................................................................................................................................125
5.工業區產業商機-TECO INDUSTRIAL PARK................................................................................129
6.企業採購商機暨營運案例-TONG HSING ELECTRONICS PHILS. INC. .....................................132
7.進駐廠商設廠營運案例-STELLA INTERNATIONAL HOLDINGS LIMITED .............................133
8.進駐廠商設廠營運案例-MULTI-TEK FASTENERS, INC. ............................................................135
四、各工業區適合進駐產業 .....................................................................................................................137
五、小結-進駐菲律賓工業區布局建議....................................................................................................139
（一）工業產品、基礎建設概念產品、綠色產業產品及系統、策略性服務業等商機暢旺 .........139
（二）確認各工業區所屬之轄管機關及伴隨規定與補助 ..................................................................140
（三）菲國本身產業供應鏈不足，進駐者須有自給自足準備 ..........................................................141
（四）環保法規及消防法規執行徹底...................................................................................................142
（五）進口機器設備可免稅，但維修需靠自己...................................................................................142
（六）精算自身企業在當地經營可能衍生的隱藏費用 ......................................................................142
（七）工會議題因應................................................................................................................................143
（八）員工管理建議................................................................................................................................144
陸、總結-除了泰菲本身經貿發展，也需關注國際情勢對兩國之影響.... 145
一、泰國......................................................................................................................................................146
二、菲律賓..................................................................................................................................................149
壹、前言 .............................................................................................................. 7
貳、泰國、菲律賓總體經濟及工業發展指標 ................................................10
一、經濟成長現況........................................................................................................................................11
二、產業結構................................................................................................................................................13
（一）泰國產業結構..................................................................................................................................13
（二）菲律賓產業結構..............................................................................................................................14
三、製造業採購經理人指數 .......................................................................................................................15
四、勞動市場概況........................................................................................................................................17
五、經商環境及工業競爭力發展指標.......................................................................................................20
（一）經商環境排名..................................................................................................................................20
（二）工業競爭力發展指標 .....................................................................................................................22
叁、泰國、菲律賓貿易概況 ............................................................................26
一、對全球貿易............................................................................................................................................27
（一）近五年貿易趨勢..............................................................................................................................27
（二）泰國主要進出口市場、區域內貿易關係及主要品項 ................................................................28
（三）菲律賓主要進出口市場、區域內貿易關係及主要品項 ............................................................34
二、與我國雙邊貿易....................................................................................................................................40
肆、泰國工業區投資環境發展現況、合作商機及布局建議 ........................43
一、重要經貿政策........................................................................................................................................44
（一）「泰國 4.0 (Thailand 4.0)」內涵.......................................................................................................44
（二）「泰國 4.0 (Thailand 4.0)」產業商機...............................................................................................46
二、當地外人投資情況及主要投資獎勵措施.............................................................................................47
（一）我對泰國投資情況 .........................................................................................................................47
（二）泰國當地外人投資情況 .................................................................................................................493
（三）泰國主要投資獎勵措施 .................................................................................................................51
三、泰國「東部經濟走廊」工業區發展現況及合作商機 ......................................................................55
（一）「東部經濟走廊」地理位置...........................................................................................................55
（二）「東部經濟走廊」主要發展項目及產業聚落分布 ......................................................................56
（三）「東部經濟走廊」投資優惠措施...................................................................................................58
（四）土地、水電及勞工薪資費用情況.................................................................................................58
（五）合作商機及代表性企業營運案例.................................................................................................62
1.工業區產業商機-EASTERN ECONOMIC CORRIDOR OFFICE OF THAILAND...........................62
2.工業區產業商機-INDUSTRIAL ESTATE AUTHORITY OF THAILAND.......................................67
3.工業區產業商機-WHA INDUSTRIAL DEVELOPMENT PUBLIC COMPANY LIMITED.............70
4.工業區產業商機-AMATA CORPORATION PCL.............................................................................73
5.企業採購商機暨營運案例-TAIKIN STANDARD MOLD BASE CO., LTD....................................78
6.企業採購商機暨營運案例-ERA CORP CO., LTD............................................................................80
7.美中貿易戰受惠商機暨營運案例-KING SHING INDUSTRIAL CO., LTD....................................82
8.金融機構建議合作方向-MEGA INTERNATIONAL COMMERCIAL BANK PCL.........................84
四、各工業區適合進駐產業 .......................................................................................................................86
五、小結-進駐泰國東部經濟走廊工業區布局建議 .................................................................................87
（一）可同時關注工業、服務業及智慧城市領域商機 ........................................................................87
（二）投資諮詢三步驟，確認可獲得的投資優惠及工業區屬性........................................................88
（三）兩大集合最有利於爭取投資優惠.................................................................................................89
（四）傳統產業可爭取成為 EEC 目標產業的供應鏈商機 ...................................................................89
（五）臺商具整合能力才具競爭力.........................................................................................................90
（六）不適合勞力密集產業發展，適合自動化及智慧化產業 ............................................................90
（七）注意原產地規則..............................................................................................................................90
（八）留意泰銖升值影響 .........................................................................................................................91
（九）建議回臺上市..................................................................................................................................91
伍、菲律賓工業區投資環境發展現況、合作商機及布局建議 ....................92
一、重要經貿政策........................................................................................................................................93
（一）「Build, Build, Build!（BBB）」基礎建設計畫...............................................................................93
（二）「2017-2022 菲律賓發展計畫」......................................................................................................94
二、當地外人投資情況及主要投資獎勵措施...........................................................................................964
（一）我對菲律賓投資情況 .....................................................................................................................96
（二）菲律賓當地外人投資情況 .............................................................................................................98
（三）菲律賓主要投資獎勵措施 ...........................................................................................................101
三、菲律賓主要工業區發展現況及合作商機.........................................................................................105
（一）重點工業區分布............................................................................................................................105
（二）主要投資促進機構獎勵措施比較...............................................................................................108
（三）主要工業區特性比較 ...................................................................................................................110
（四）土地、水電及勞工薪資費用情況...............................................................................................112
（五）合作商機及代表性企業營運案例...............................................................................................115
1.工業區產業商機-SUBIC BAY METROPOLITAN AUTHORITY...................................................115
2.工業區產業商機-SUBIC BAY FREEPORT ZONE DEVELOPMENT AND MANAGEMENT
CORPORATION...............................................................................................................................120
3.工業區產業商機-TIPO HIGHTECH ECO PARK ............................................................................122
4.工業區產業商機-CLARK FREEPORT ZONE/BASES CONVERSION AND DEVELOPMENT
AUTHORITY ...................................................................................................................................125
5.工業區產業商機-TECO INDUSTRIAL PARK................................................................................129
6.企業採購商機暨營運案例-TONG HSING ELECTRONICS PHILS. INC. .....................................132
7.進駐廠商設廠營運案例-STELLA INTERNATIONAL HOLDINGS LIMITED .............................133
8.進駐廠商設廠營運案例-MULTI-TEK FASTENERS, INC. ............................................................135
四、各工業區適合進駐產業 .....................................................................................................................137
五、小結-進駐菲律賓工業區布局建議....................................................................................................139
（一）工業產品、基礎建設概念產品、綠色產業產品及系統、策略性服務業等商機暢旺 .........139
（二）確認各工業區所屬之轄管機關及伴隨規定與補助 ..................................................................140
（三）菲國本身產業供應鏈不足，進駐者須有自給自足準備 ..........................................................141
（四）環保法規及消防法規執行徹底...................................................................................................142
（五）進口機器設備可免稅，但維修需靠自己...................................................................................142
（六）精算自身企業在當地經營可能衍生的隱藏費用 ......................................................................142
（七）工會議題因應................................................................................................................................143
（八）員工管理建議................................................................................................................................144
陸、總結-除了泰菲本身經貿發展，也需關注國際情勢對兩國之影響.... 145
一、泰國......................................................................................................................................................146
二、菲律賓..................................................................................................................................................149