财政部：9月出口872.2亿美元年增60.9%，连两月创单月新高、对美出口翻倍
台北——据路透社与中央社报道，财政部10月8日公布9月海关进出口统计：出口值872.2亿美元，年增60.9%，连续第二个月创单月历史新高（8月为824亿美元），增幅远高于市场预估的45.65%；这也是台湾出口连续第35个月较去年同月成长，一举打破1985年11月至1988年8月连续34个月成长的旧纪录。财政部每月公布海关进出口贸易初步统计，这份9月数据被视为观察第4季外贸景气的重要指标。
9月进口值635.9亿美元，年增51.7%，同样创单月新高；出超达236.3亿美元，亦为单月新高。市场别方面，对美国出口274.61亿美元，年增106.2%、翻逾一倍，占总出口比重31.5%；对中国大陆出口年增30.2%。货品别方面，电子零组件出口311.31亿美元、年增45.3%；资通与视听产品大增103%，金额约391.3亿美元，是本月出口扩张的最大动能。两大类产品合计约占总出口八成，显示本轮出口高成长高度集中于电子与资通讯供应链。
财政部指出，人工智慧应用、高效能运算与云端服务需求持续，加上消费电子传统旺季与产品价格因素，共同推升9月出口。今年1至9月累计出口6615.5亿美元、年增46.2%，累计出超1605.5亿美元。出口自2023年11月以来月月正成长，这波长达近三年的扩张周期，与AI投资在全球扩散的时程高度重合。财政部并预估，在AI需求与旺季效应延续下，10月出口年增率仍可达40%至44%之间。
Exports Hit a Record US$87.22 Billion in September, Up 60.9%, as Shipments to the US More Than Double
Taipei — Taiwan's exports surged to a record US$87.22 billion in September, up 60.9 percent from a year earlier, the Ministry of Finance announced on October 8, Reuters and the Central News Agency reported. It was the second straight monthly record, after August's US$82.4 billion, and the gain easily beat the 45.65 percent increase analysts had forecast. September also marked the 35th consecutive month of year-on-year export growth, breaking the previous record run of 34 months set from November 1985 to August 1988. The ministry's monthly customs release is a closely watched gauge of trade conditions heading into the fourth quarter.
Imports also hit a record, rising 51.7 percent to US$63.59 billion, and the trade surplus reached a record US$23.63 billion. By market, exports to the United States more than doubled, jumping 106.2 percent to US$27.461 billion and accounting for 31.5 percent of the total, while shipments to China rose 30.2 percent. By product, electronic components brought in US$31.131 billion, up 45.3 percent, and information, communications and audio-video products soared 103 percent to about US$39.13 billion, the single biggest engine of the month's growth. Together, the two categories made up roughly 80 percent of all exports, underlining how heavily this boom rests on the electronics and ICT supply chains.
The ministry attributed the strength to demand for artificial intelligence applications, high-performance computing and cloud services, together with the consumer-electronics peak season and price effects. Exports for the first nine months of the year totaled US$661.55 billion, up 46.2 percent, with a cumulative surplus of US$160.55 billion. Exports have now grown year on year every month since November 2023, an expansion of nearly three years that closely tracks the worldwide spread of AI investment. With AI demand and seasonal effects continuing, the ministry expects October exports to grow another 40 to 44 percent year on year.
图片来源：高雄港货柜码头与港区货柜船，作者不详，公有领域（Wikimedia Commons）
