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据韩国SBS电视台9月12日报道,中韩“萨德”分歧已持续超过一年,因近来“萨德”临时部署,未来两国关系或将继续恶化。在此背景之下,对外出口成为韩国社会普遍担心的问题。
报道称,韩国经济因内需低迷,靠出口苦苦支撑,而中国市场占韩国出口的四分之一,对韩国出口影响巨大。按行业来看,汽车行业首当其冲。现代起亚汽车在华销售量锐减半数,且近来因无法向零部件公司支付货款致零部件供应中断、工厂停工。去年还在中国市场排名第三的现代汽车,今年已被中国国产及日本汽车赶超,排名落至第七。电池行业也举步维艰,SKInnovation决定撤除中国电池工厂,LG电子、三星SDl也深陷困境。电子行业方面,三星电子2017年第二季度在华市场占有率大幅下降,而LG电子干脆放弃了线下手机销售。此外,韩国化妆品、食品等几乎所有对华出口的企业都陷入低迷。
韩国在华流通企业损失惨重。乐天玛特在华112家店面中87家暂停运营,在几乎中断销售的情况下仍需支付固定的人工费,乐天方面于3月和9月共注资7千亿韩元用于维持生存。而易买得(E-MART)则完全撤出中国市场。
除在华韩企外,“萨德”还殃及韩国股市,股票时价总额14个月间蒸发20万亿韩元(约合人民币1158亿元)。另一方面,因中国赴韩游客减少,韩国免税店、观光企业处境艰难。2016年中国消费者在韩国免税店消费人群中占比78.4%,购买金额占比64%,现在则大幅下降。近来韩国机场免税店要求降低租赁费用、与机场方面产生矛盾也都基于上述原因。
据韩国现代经济研究院预测,2017年韩国出口将减少1.4万亿韩元,旅游收入将减少7万亿韩元,文化产业损失87亿韩元。尽管中韩双方可能都会遭受损失,但韩国受损占韩GDP的0.5%,而中国所受损失只占GDP的0.01%,微不足道。(环球网报道 记者刘昆)
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