100-036

2012

100 12 7

13

2011

2012

70

1

2

I

201

11

II

ECFA

()

()()

()

2012

GDP

III

E

ECFA

IV

......................................................................................... 1

.................................................................................................... 3

................................................................................................ 3

.............................................................................................................................. 7

..................................................................................... 10

....................................................................................................................................... 11

....................................................................................................................................... 14

................................................................................................................................... 16

................................................................................................. 17

.............................................................................................................................. 18

.............................................................................................................................. 21

................................................................................................................. 22

......................................................................................... 24

...................................................................................................................... 25

............................................................................................................. 26

............................................................................................................. 27

......................................................................................... 31

............................................................................................. 33

............................................................................................................. 33

.............................................................................................................................. 34

V

.............................................................................................................................. 35

..................................................................... 39

............................................................................................................. 39

............................................................................................................. 46

..................................................................................... 50

vs. .................................................................................... 50

...................................................................................................................... 52

...................................................................................................................... 54

........................................................................................................ 55

............................................................................................................. 56

................................................................................. 58

............................................................................................................. 58

............................................................................................................. 58

.............................................................. 61

..................................................................... 63

....................................................................................... 65

................................................................................................ 67

..................................................................... 68

....................................................................................... 70

................................................ 71

..................................................................... 72

.............................................. 74

................................................................. 74

VI

....................................................................................... 75

.............................................................................. 76

......................................................................... 79

........................................................................................................ 81

...................................................................................................................... 82

...................................................................................................................... 83

.......................................................................... 85

................................................................................. 89

................................................................................... 90

................................................................................... 94

......................................................................... 96

ECFA ....................................... .................................................. 97

............................................... ........................................................ 97

..................................................................... ........................................................ 100

............................................... ........................................................ 102

2012 ........................................... .................................................. 103

.................................. ........................................................ 103

...................................... ........................................................ 104

............................................... ........................................................ 105

.. 115

2012

1

2011

2011 Q1

Q3 GDP 1 9.7%9.5% 9.1%

CPI 2011 7 6.5%

8 10

6.2%6.1% 5.5%

2011Q4

GDP 8.8%~8.6%

GDP 9.0% 2012

GDP 8.2%

2013 (7%~8.0%)

(10%)

CPI 2011 10

5.5%

2011 11 4.2%2012

2011Q4 2012

1

2012

2

GDP

2011Q4~2012Q2

2011GDP 9.0%

2012GDP 8.2%

,

,

()

GDP GDP

GDP

2011 Q4 2012

1-1

1-1

2012

3

2011

2011

2010

2011 2011

2011

(GDP) 40 GDP

GDP 2010 4,382

2 2011 2011

Q4 2012

2-1 2003 2011 Q3

GDP (%)2010

2009

2010 10.3%

2009 9.22% 1.1%

2011 Q1 Q3

:1. 2009

2010

2011 2.

2

2012

4

3.

2-1 2011 Q1 Q3 GDP 9.7%

9.5%9.1% 2011

Q4 GDP 9%

8.8%

2-1 2011 GDP

( 10%)(8%)

2012 8.2%

2013

2012

2-1 GDP (:%)

: 1: GDP 2: 2011 Q1 Q3 2011 Q4 3. 2012~2016 GDP ( 2-1 )

2012

5

GDP

() 2010 GDP 10%

GDP 46.8% 2010

43%

2-2 ()()()

GDP

2-2 GDP (%)

:

2-2 ()

GDP

(counter-cyclical)

2011 Q3

5%

2009Q2

GDP 2011 Q1

11.1%Q1 Q3 10.7% 10.6%

2012

6

GDP

2-3

2010

20.7%

2-3 2010

2011

Q1 Q2

2011 Q3

2-3

:

2-2 GDP

2011 Q1 Q2

9.1% 9.3% GDP Q3 8.6%

2012

7

GDP

2010 10.4

2015

4% 27.5

2012

() CPI

2011 Q2

2-4 (CPI)

2-4 CPI

: CEIC

2-4 2010

2011 7 106.5( 6.5%)

37

2012

8

12 CPI

23~28 2-4 CPI

24 2011 8 CPI 106.2

2011 10 105.5

2-4

2011 Q4

Q4 CPI

5% U

CPI

() PPI

(PPI) 2-5 PPI

2009 7 CPI PPI CPI

2010 5 PPI 7.13%

58.7% 31.3%

13.8% 2010 Q3 PPI

2010 Q4 PPI

2011 7 PPI

2-5 CPI PPI

2010

2012

9

2011 7 CPI PPI 8 10 CPI PPI

2-5 CPI PPI

: CEIC

2011 Q3

2011 Q4

2012

2011 Q4

2012

2012

10

GDP

(C)(I)(XM)

GDP

3-1

3-1 2010 GDP

36.8%54.0%

9.2% 2011

2011

3-1GDP

(%)

()

(%)

()

(%)

()1978 39.4 4.6 66.0 7.7 -5.4 -0.6 1980 71.8 5.6 26.4 2.1 1.8 0.1 1985 85.5 11.5 80.9 10.9 -66.4 -8.9 1990 47.8 1.8 1.8 0.1 50.4 1.9 1995 44.7 4.9 55.0 6.0 0.3 - 2000 65.1 5.5 22.4 1.9 12.5 1.0 2001 50.2 4.2 49.9 4.1 -0.1 - 2002 43.9 4.0 48.5 4.4 7.6 0.7 2003 35.8 3.6 63.2 6.3 1.0 0.1 2004 39.5 4.0 54.4 5.5 6.0 0.6 2005 37.9 4.3 39.0 4.4 23.1 2.6 2006 40.0 5.1 43.9 5.6 16.1 2.0 2007 39.2 5.6 42.7 6.1 18.1 2.5 2008 43.5 4.2 47.5 4.6 9.0 0.8 2009 47.6 4.4 91.3 8.4 -38.9 -3.6 2010 36.8 3.8 54.0 5.6 9.2 0.9

: 2010

2012

11

3-1

2010

36.8% 2004 80%

2007

3-1 2008

21.6%

3-1(%)

: CEIC

2012

12

3-1 2009 Q2

2

15%2011 6 9

17%

2010 13

39 1/3

2010

1,800

2011

2011 Q2

1,850

2010 107

1/4 2012

2012

2012 3

2011 11 12

2010 15.7

15% 2015 30 2011 3 2011 10 21

2012

13

17 2012

20

37 2015 70

2010 4.5 12

2010 5,000 2015 2

2011

3-2

3-2

:

3-2 2009

2011

2011 6 2011

2012

14

2011 9 103.3

1.7 108.8 1.6

3-1 2009

91.3% 2010

54% 3-3

3-3 2010

24

24.5% 2009

3-3

:

2012

15

2011 2010

2011 7 23

3-3 2011 1-10

24.13

24.9% 24.7% 2011 Q4 2012

2012

GDP 8.3%

3-2

2011 1-10 12.4%

2011 Q1 Q2

GDP

2011

Q3

2012

3-2 2010

(()

2011 1-10 () 5

28.2%

26.9% ()

23.3%

3-2 2010

2011 1-10

2012

16

29.7% 29.6%

22.2% 2011 Q4 2012

3-2(2010 2011 1-10 ) 2010 2011

1-12()

(%) 1-10()

(%) () 241,414 24.5 241,365 24.9 102,129 18.0 83,938 12.4 48,267 33.2 49,923 31.1 3,966 18.2 5,656 28.2 101,047 23.2 105,605 26.9 136,401 25.6 130,104 23.3 21,836 8.9 14,260 -8.5 219,578 26.3 227,105 27.9 109,505 22.8 103,272* 22.2 69,312 26.9 56,834* 29.7 55,924 26.2 49,741* 29.6: * 1-9 10 :

2009

(38.9%) 2010

31.3%

38.9%

2011

2011 2010

3-4

2012

17

3-4(%)

: CEIC

3-4 2011 10

21.9% 26.8% 2011

2010 2011

Q4 2012

2011

2011 Q4

2012

2012

18

2011

:

2011 Q4

2012

2010

()

2011

4-1 M1 M2 (2010)

: 10

M2 12.89% 6 M1

8.42% 2009

4-2

2011

9 10 15.9% 15.8% 8

2011 Q4

2012

19

4-1 M1 M2 ( 2011 10 )

: CEIC

4-1( 2011 10 )

: CEIC

2010

4-1 2011

7 6.31% 6.56% 2011 8 CPI

2012

2012

20

4-12009

(%) (%) 2009 1 2.250 5.310 2010 10 2.500 5.560 2010 12 2.750 5.810 2011 2 3.000 6.060 2011 4 3.250 6.310 2011 7 3.350 6.560 : IMF

2011 Q4

2010 ~2011

:

2011 10

2011 10

4-22011

9 4,700 10 5,868

2011

11 30

2012

2012

21

2008

2009 9,500

( GDP ) 3%2010

1 500 2.5%2011

9,000 1,500 2%

2012

2012~2016 2.3%

2009-2010

2011 2012

()

2011

2012

22

7 2010 10.7

GDP 1/4 GDP

20% 15~20

4-2

4-1 /

(2011/11/17)

(2011/11/22)

(2011/06/21)

(2011/07/06)

15.4~20.1 GDP 40%~50%

:

4-2 2011 Q2

2011 Q4 2011 11

2012

23

(2009~2010 )

2010

GDP

2010 Q2

2010

2011

4-3

2011 Q2

2011 9

100.41 8 0.7 2011 Q4

100 2012

2012

24

4-3(2000 =100)

:

70 2011 10 (

) 34 20

0.2% 38 19

2009

2012 2013

2012

25

2011 Q3 Q4

2011 Q4 2012

PMI

PMI 50(%)

50 50

5-1 2008 PMI

2011 (PMI)

3 53.4 7 50.7

Q3 8 9

2011 10

PMI 50.411 49.0

PMI

2012

26

5-1 PMI

: (CELP)

(JP Morgan)

9 49.8

10 50.0 2011 Q4

5-2

5-2JP Morgan

10 PMI

49.1

2012

27

10

PMI 50.8 47.4

2011Q4 2012

5-1

5-12011~2012 GDP (:%)

2009

2010

2011 2012 EIU IMF EIU IMF

3.48 3.03 1.6 1.52 1.3 1.78 4.87 1.35 0.9 1.13 0.9 1.57 6.28 3.86 0.3 0.46 2.3 2.3 4.25 1.78 1.7 1.62 1.2 1.08 0.663 5.11 2.5 3.95 2.1 3.99 : EIU(2011/11), IMF(2011/09)

2011

( 5-1 )

2012

28

2011Q4 2012

5-2 5-2

5-22011~2012 (:%)

2011 2012

GDP 9.2 8.2~8.5 GDP Q1 Q2 Q3 Q4

9.7 9.5 9.1 8.8 Q1 Q2 Q3 Q4 7.3 7.3 8.3 9.1

2.6 3.0 9.5 8.8 10.2 8.6

CPI 5.6 3.8 CPI Q1 Q2 Q3 Q4

5.1 5.7 6.3 5.1 Q1 Q2 Q3 Q4 4.1 3.4 3.6 4.1

PPI 6.9 4.3 PPI Q1 Q2 Q3 Q4

7.0 6.9 7.2 6.5 Q1 Q2 Q3 Q4 4.4 3.2 4.4 5.3

8.9 9.4 9.8 12.5 10.1 8.0 9.9 7.3 10.6 8.9

M1 13.4 14.4 M2 14.8 17.5 6.6 6.6 1.8 2.3 : EIU (2011/11)

GDP

2011 Q4

9% 8.8% 9.2%

2012 Q1

2012

29

Q2 7.3%2012

8.2%~8.5% 5-2

2012

5-2(CPI) 2011 Q4

2011

Q4 5% 2012

3.8%(PPI)

2011

2012 PPI

4.3% 2011

5-2 GDP

: ()

2012

GDP 2011~2012

2011 Q3

7.3%

8.9% 2013

2012

30

2011 8 2011

2012

M1 14.4%M2 17.5% 2011

2011 7

2012

2%~

2.3%

2011

2012

2012

2012

31

3-1

2011

2010 2011

GDP

50%

2001 WTO

2010 1.58

1.39

2012

()

2012

32

2012

()

2012

6-1

61

:

2012

33

1978

7-1 1978

()

7-11978-2011(1-10 )

60 2011

7-1

1990

1990 ~2000

2001 WTO

2008

2,981.3

2012

34

2011 1-10 1,240.3

2011 1,500 2008

50% 2012

2013

6-1 ()

(Merchandise trade)(Commercial services)()

7-1 7-2 2000

2007

1.21

2010 1.58

10.6% 2003 4,382

5.9%

2008 2009

2010

1.39 9.3%

2012

35

1 9,680 ( 13.1%)

7-2

2011CEIC

7-2 2008

2010

38.7% 31.3%

2011

(Commercial services)

7-3 2001

WTO 329 390

2010

1,700 4.6%

2012

36

( 1,922

5.5%

2010 32.4%

21.5% 7-3

7-3

2011 11 28

11% 2010 3,625

2011 4,000 2012 4,500

2015 6,000 7-3

11%

2012

37

7-1 2010

458.1 342.1

204.6%

632.6

548.8

7-12010 %

3,624.2 26.4 1,702.5 32.4 1,921.7 21.5 -219.2 974.7 39.0 342.1 45.2 632.6 35.8 -290.5 1,006.9 20.8 458.1 15.5 548.8 25.6 -90.7 23.6 -2.1 12.2 1.8 11.4 -6.0 0.8 195.7 27.6 144.9 53.2 50.7 -13.6 94.2 174.8 35.5 17.3 8.2 157.5 39.3 -140.2 27.2 133.8 13.3 204.6 13.9 91.2 -0.6 122.2 25.4 92.6 42.1 29.7 -8.3 62.9 138.7 20.7 8.3 93.4 130.4 17.8 -122.1 378.6 18.2 227.7 22.3 150.9 12.5 76.8 49.3 15.4 28.9 24.8 20.4 4.4 8.5 4.9 31.4 1.2 26.4 3.7 33.2 -2.5 527.6 21.4 355.9 44.1 171.8 -8.5 184.1

7-1

2015

2012

38

45%

7-2 7-3

8.2

2012

39

7-2

(SITC)

SITC

WTO

()()(

)()

IC

WTO

()

8-1

1990 2010

16.2%

3.3% 8-1

2010

3.9%

2012

40

8-1

: International Trade Statistics 2011CEIC : WTO SITC

8-1 1990 2010

71.3% 93.6%

8-1 1.8%

2010 14.8%

8-1

8-1

2010

IC

2012

41

40%

37%

8-1

: % 2010 1990 2000 2010 1990 2000 2010 Primary products

516 16.2 6.5 3.3 2.4 3.0 3.8 440 12.6 5.4 2.7 2.5 3.1 3.9 481 10.5 4.9 3.0 267 8.2 3.1 1.6

Manufactures 14769 71.3 88.2 93.6 1.8 4.7 14.8 385 2.0 1.7 2.5 1.2 3.1 9.4 875 6.0 4.8 5.5 1.3 2.1 5.1 7812 4492 5 17.4 28.4 1.0 4.5 28.0 2059 0.2 7.4 13.0 0 5.0 37.9 1804 4.2 7.8 11.4 0 6.7 31.1 IC 629 0.2 2.1 3.9 0 1.7 13.1 280 0.4 0.6 1.7 0.1 0.3 2.6 Textile 769 11.6 6.4 4.8 6.9 104 30.7 Clothing 1298 15.5 14.5 8.2 8.9 18.3 36.9

: International Trade Statistics 2011CEIC : WTO SITC

2008

2009

2010

2,000

2011

2012

42

2012

IC 8-1

IC

2000 8-1

2000

2009 2010 4,492

28.4%2011 Q3

2012

2010

2011 2011

2012

2012

43

()

8-2

1990 2010

2010 ()(

) 26.7%( 8-2 )

8-2

: International Trade Statistics 2011CEIC : WTO SITC

IC

2012

44

2010

2011

2011 1-10 1,920

2015

65% 2012

8-2

: % 2010 1990 2000 2010 1990 2000 2010 Primary products

1082 14.7 8.6 7.7 1.8 3.3 7.6 595 8.6 4.0 4.2 1.4 2.0 5.0 3731 5.2 15.0 26.7 1884 2.3 9.1 13.5

Manufactures 8944 79.4 75.4 64.1 250 4.3 5.3 1.7 2.5 6.4 5.6 1493 12.5 13.4 10.7 2.2 4.9 8.6 5500 2780 7.6 19.7 19.9 1.3 4.4 15.9 569 1.4 4.8 4.0 0 2.8 10.3 402 4.7 5.5 2.8 0 4.1 6.4 IC 1809 1.4 9.3 12.9 0 6.3 31.6 530 3.3 1.6 3.8 0.6 0.7 4.8

: International Trade Statistics 2011CEIC : WTO SITC

8-2 8-2

(

IC) IC 80%~90%

8-2 2010 IC

2012

45

1,809 1,884 IC

IC

31.6% IC

IC

IC 2010 10

IC IC

2011 IC

2011 10 2012

IC

()

8-3

8-3

2010 2900

1865

IC 8-3 IC

2010

1,179 1,600

2010

2012

46

8-3

: WTO International Trade Statistics 2011CEIC

2010 1,827

2011 1500 2012

IC

2015

2012

47

()

(Processing and Assembling)

()

(Processing with Imported Materials)

()(

) 8-4

8-4 2006 2010

2011 Q1

2011 Q3

2012

48

8-4

:CEIC

8-5

2011 Q3

8-5

:CEIC

2012

49

8-4 8-5 8-6

8-6 2009 Q2

(2011 Q4)

8-4 2011

8-6

8-5

:CEIC

2012

50

vs.

9-1 9-2 9-1

(27)(10) 2007

2007 2009

10 2010

19.72%

9-1

:World Trade Atlas

1.58

19.72%

17.94%

8.76%

7.62%

13.82%

1.20

8.09%

8.76%

13.82%

19.66%

18.36%

2012

51

9-2

2/3

10

(2005

) 10 2007

9-2

:World Trade Atlas

9-1 9-2

10

1.39

12.1%

9.9%

12.7%

11.1%

8.3%

13.0%

10.2%8.5%

12.7%

10.5%

14.6%

11.3% 11.0%

2012

52

9-3

2010 1,813

1,827 2011 1-10

1,655

1-10

2011 1,600

9-3 vs.

9-4

/

/

:CEIC

2012

53

9-4:

:CEIC: HS

9-4

2011

9-4

HS

(HS 8471)(HS 8517)

HS

8471 SITC HS 8517 SITC

2012

54

( 8-1 8-1)

()

9-1 27

9-5

//

9-4

(LED)

2012

55

2011

2012

IC 2010

2009

9-5:

IC

2010

10 161 2011 1-10

211

:CEIC

2012

56

9-2

2006 36.9% 2010 30.8% 2011 1-10

27.93%

9-1

9-1 IC

IC 2010 IC

2011 1-10 IC

IC IC

2012

57

IC

( 45%) IC /

9-1 HS

* HS

** (%)

HS

** (%)

HS

** (%)

1 8542 IC 8.9 8542 IC 19.6 8542 IC 23.4 2 8708 43.2 9013 /

37.9 9013 /

34.0

3 8703 23.4 2710 25.4 8541 IC/

19.2

4 9013 /

10.9 8473

19.9 3903

40.0

5 8541 IC/

19.6 8517

16.4 8534 22.0

: World Trade Atlas : * **

2012

58

2011

30

2015

2011

2011

Q3

2012

59

2011 Q4

2011

2010

2012

2012

2010 IC IC

IC

2011

IC IC

10-1

2011 1.86

1.70 1,600 2012

1,000

2012

60

2010 220

2011 388 2012

495 505

2013

10-1(: )

2010 2011 2012 () 1,670 1,212 505 1.58 1.86 2 1.39 1.70 1.9 1,890 1,600 1,000 220 388 495 : EIU(2011/11)

2012

61

2011 10 11 2011

(The Currency Exchange Rate Oversight Reform Act of 2011)

4

56

impossible trinity

7

4 Leader China Bashing is Back with a Bang, Financial Times, 2011/09/30.

5 2011 1-8 4,827 1,893.3

6 WTO 1995 2010 804 3,853 20.87% 590 2495 23.65%

7 Mundell-Fleming Model (trilemma)

2012

62

2008

8

11-1

8

80 90

-

-

OBU

2012

63

9

2008

1978

1976

1994

2010 GDP 5.9

2010

10.4%9.1%2010

3.2

12-1

1994 3 8 9

2012

64

35.8%10

12-2

12-1

12-2

CEIC 10

2012

65

1994

1997

199820057

12-3

20057

2005721

12-3

199418.7000

200568.2765

200866.8376

201066.8165

201196.3833

6.00

6.50

7.00

7.50

8.00

8.50

9.00

19941 19961 19981 20001 20021 20041 20061 20081 20101

CNY/USD

1998 -2005 7

2005 7 21

2008 7

1994

20106 19

2012

66

2005720057

21200868.22906.8361

20.35%2008

20087

20105

6.826.83

2010

1120106

2008

201066.816596.3833

6.79%

2011 11

G20

11

2012

67

0.5

EIU 2011 6.47

2016 5.64 2%-3%

14.72%

12-4

12-4

EIU

2012

68

13-1

13-2

13-1

Gabriele Galati and Philip D. Wooldridge, 2006, The euro as a reserve currency: a challenge to the pre-eminence of the US dollar?, BIS Working Papers.

2012

69

13-2

2004

2005

2

2007

2009 7 4

2010 6

2010 12 MICEX

2011 2

RQFII RMB Qualified Foreign Institutional InvestorsFDI ETFExchange Traded Funds

2011 3

2011 8

2011 10

2012

70

2009 4 8

4

2009 7

2010

6 5

20 ()

2011 365 67,724

12 1

2011 5,973

4,556

1,417 13-1

12

2012

71

75% 1:3

13-1

20119

Global Financial Centres IndexGFCI

13

2004

2004120201186,090

2010 358.6 13 5 23

2012

72

13-2

13-2

2008

8,035

Bilateral Currency Swap Agreement14 IMF

500 IMF

IMF

2009 12 24 10+3

1,200

14 2010 7 23

2012

73

IMF SDR 15 IMF

2015 11 IMF SDR

SDR

Francois Baroin 8

SDR

11 Cannes G20

5

10

SDR 10%

SDR ()

15 Special Drawing Rights, SDRIMF1969 IMF 1974SDR standard basketSDR 5IMF

2012

74

16

2009

2011 8

16 2011 11 2

2012

75

198.6

OBU

7 21

OBU

10 10 (

()

)

2011 8 25

28.61

L/C()

L/C

L/C L/C

L/C

L/C L/C

2012

76

()

()

()

2011 4

80

() OBU

OBU

OBU

OBU

1

2012

77

6

2

5

14-1

14-1

1

2010.12

2011.1

2

2011.11

2012

78

()

()

()

()

L/C

2012

79

2011

(The Currency Exchange Rate Oversight Reform

Act of 2011) 2011

APEC 2011

11 G20

EIU

2011 6.47 2016 5.64

2%-3% 14.72%

2012

80

OBU

2012

81

30

2010 517.5

5.0%

10%

2008

2010 6

(ECFA)

ECFA

2012

2012

82

17

WTO

16-1

2001 2011 10

26.6% 40.4% 16-2

16-11990-2011 1-10

17 ECFA 2010 12 29

2012

83

16-21990-2011 1-10

%

16-1

2012

84

16-1

1996(1-9 ) 2006(1-9 ) 2011(1-9 ) HS HS HS

1 84

19.4 85

26.2 85

26.8

2 85

18.8 90

20.2 90

21.1

3 29 12.9 84

10.9 29 11.5

4 39

7.8 39 10.0 39 10.5

5 55 6.8 29 7.8 84

9.6

6 32 4.3 72 5.1 74 2.87 54 2.7 74 3.5 72 2.48 61 2.4 54 1.8 54 1.5

9 40

2.3 27 1.2 27 1.3

10 48 2.3 38 1.1 38 1.3

World Trade Atlas

2

2001

16-2

2012

85

16-2

2001 46 16,443.14 52002 232 72,430.16 831.232003 394 142,833.34 4,873.79 591.962004 776 309,804.17 9,140.71 238.382005 872 381,788.63 545.512006 776 101,383.69 88,349.53 170,059.37 12,312.96 867.982007 1,136 158,680.62 92,879.02 11,112.48 37,547.20 12,764.472008 3,766 177,371.55 53,739.48 19,489.92 20,563.54 165.43 50,523.942009 4,831 243,800.00 14,630.80 26,436.41 17,993.69 2,287.76 168,167.722010 4,395 372,506.40 17,202.21 18,587.74 17,000.58 4,168.10 231,652.10

(2011)

2011

1-10 7.28%(11.31%)

(9.34%) 3

2002 12.9% 2005

16-3

(

(

16

Wo

)

)

-32000

World Trade A

16-4

-2011 1

Atlas

11.3

2009

2012

86

1-10

3%

2000

7.43%

2011

2012

87

5

16-42000-2011 1-10

World Trade Atlas

()

30 21

(HS9013)

2002 44.60% 2011 1-6 31.09%

2009

35.68%2011 37.9%LCD

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011(110) 30.50 7.24 39.27 29.62 31.19 15.28 16.72 15.89 2.32 17.05 34.93 9.17

34.68 0.80 22.17 51.01 44.03 23.66 16.84 15.84 7.79 8.94 35.15 17.7

22.92 3.10 24.95 38.73 26.94 6.66 15.27 15.62 12.49 13.20 34.84 13.44

35.78 8.20 21.24 39.89 35.76 17.73 19.93 20.77 18.32 11.28 38.85 26.81

100.00

50.00

0.00

50.00

100.00

150.00

200.00%

2012

88

()

2000 13% 2011 6

50.6% 83.0%

62.5% 58.1% 2011 1-6

50.3% 2000 4

2012

89

1991 2011 9

1,088.6 2008 2011 9

386.98 35.5% 17-1

AcerAsus 6

--

17-12001 2011 9

38.59 45.9569.40 60.02

73.7596.76 98.43

60.58

122.30

85.66415.6533.7

666.9

883.5998.8

1,158.51,302.4 1,324.6

1,092.4

1,523.21,293.0

0

20

40

60

80

100

120

140

0

200

400

600

800

1,000

1,200

1,400

1,600 : :

2012

90

17-1

20.22%14.17%

2000 7% 2010 24%

17-2

17-1

5,056 141.8 30 1,106 191.63 38.28 6,162 333.43 34.26 11,412 132.4 28 904 87.99 17.58 12,316 220.39 22.65 4,707 70.4 14.9 658 71.03 14.19 5,365 141.43 14.53 4,942 38.8 8.2 441 28.62 5.72 5,383 67.42 6.93 1,796 32.3 6.8 228 32.07 6.4 2,024 64.37 6.61 847 8.3 1.8 122 11.03 2.2 969 19.33 1.99 838 9.6 2 73 9.07 1.81 911 18.67 1.92 1,079 8.4 1.8 103 8.69 1.73 1,182 17.09 1.76 167 1.7 0.36 42 11.09 2.22 209 12.79 1.31 492 4.7 1 46 6.2 1.24 538 10.9 1.12 343 3.7 0.8 65 6.2 1.24 408 9.9 1.02 491 3.9 0.8 45 4.55 0.91 536 8.45 0.87 282 2.2 0.5 36 5.41 1.08 318 7.61 0.78 2,000 14.4 3 364 27.07 5.41 2,364 41.47 4.26 34,452 472.6 100 4,233 500.65 100 38,685 973.25 100

19912005 2006201110 1991201110

2012

91

17-21952 2011 10

%

2,633 6.68% 221.58 20.22%

2,734 6.93% 155.25 14.17%

3,044 7.72% 88.40 8.07%

2,586 6.56% 56.17 5.13%

2,406 6.10% 54.70 4.99%

2,347 5.95% 49.49 4.52%

1,575 3.99% 44.92 4.10%

1,985 5.03% 44.05 4.02%

808 2.05% 43.26 3.95%

653 1.66% 27.62 2.52%

2,333 5.92% 26.59 2.43%

226 0.57% 23.49 2.14%

1,107 2.81% 21.35 1.95%

632 1.60% 20.14 1.84%

157 0.40% 18.10 1.65%

867 2.20% 16.87 1.54%

669 1.70% 16.16 1.48%

1,224 3.10% 13.68 1.25%

1,516 3.84% 12.67 1.16%

379 0.96% 11.70 1.07%

611 1.55% 9.29 0.85%

1,296 3.29% 9.28 0.85%

152 0.39% 7.32 0.67%

230 0.58% 6.87 0.63%

328 0.83% 5.51 0.50%

494 1.25% 5.23 0.48%

413 1.05% 4.87 0.44%

326 0.83% 4.62 0.42%

274 0.69% 3.80 0.35%

143 0.36% 3.57 0.33%

37 0.09% 3.51 0.32%

595 1.51% 3.29 0.30%

549 1.39% 2.77 0.25%

61 0.15% 2.57 0.23%

2012

92

254 0.64% 2.15 0.20%

55 0.14% 1.96 0.18%

117 0.30% 1.56 0.14%

68 0.17% 1.06 0.10%

4 0.01% 0.79 0.07%

15 0.04% 0.41 0.04%

25 0.06% 0.33 0.03%

2 0.01% 0.14 0.01%

3 0.01% 0.01 0.00%

2,562 6.50% 23.45 2.14%

637 1.62% 13.07 1.19%

302 0.77% 11.96 1.09%

39,434 100.00% 1,095.58 100.00%

2011

18

3

6 9

30

2010 GDP

15% 16%

18 --2011 2011 8 118 119 2000 12 2,795 104

2012

93

3

1. 2. 3.

10

10

10 4

2010 10

the Worlds Fastest-Growing Cities 12

ICT

DellCisco

19

19 328 2011 10 19 72-74

2012

94

10

3

10

10

1,000

2012

95

2010

2008

1 8,053 12.74%

7,203 7,255

2008

1 7,785 1,443.41

1.86%

2013 2

1992 2007

277.880.85%

0.84%

2 2010 2 2,419 20

2010 1

767 21

20 2010 89 21 2010 4 2011 1 17

2012

96

22

53.02%

50.95% 4

6.57% 5.26% 4 7.69%

7

22 2

2012

97

ECFA

ECFA 25%

6.5% 12.0% ECFA

18-1

18-1

HS

39074000 PC 6.5 0 12.77 14.52 39023010 -PP 6.5 0 9.79 21.33 85299049 12.0 0 3.93 9.56 52051200 5.0 0 10.70 15.39 39061000 6.5 0 13.64 18.67 39100000 6.5 0 6.68 8.44 27101993 6.0 0 3.54 35.12 34021300 6.5 0 5.77 10.79 85361000 1,000V 10.0 0 6.27 10.84 54074100 10.0 0 27.06 31.85 85299042 12.0 0 1.60 3.43

32041600

6.5 0 11.38 15.43

85258013 0 1.43 11.54 29051410 5.5 0 10.19 11.57 84145990 8.0 0 1.87 12.27 29152110 5.5 0 10.64 38.92 29161400 6.5 0 4.67 12.91 39029000 6.5 0 5.44 11.04

2012

98

ECFA 17%

18-2

18-2

HS 2010 MFN

/

39072010 6.5 58.01 23.32

29051300 5.5 32.55 3.85

39095000 6.5 31.15 11.97

29153200 5.5 45.36 11.67

54023310 5.0 61.39 12.36

29173300 6.5 43.80 11.28

29094100 2,2,- 5.5 23.20 4.89

95063900 14.0 38.97 6.09

52051200 5.0 10.70 0.54

39204300 6%

,,, 6.5 41.69 11.24

52051100 5.0 17.79 1.00

59031090 10.0 40.18 19.93

60049030 >30cm 10.0 34.66 10.78

39075000 10.0 45.79 15.24

54075100 6.5 47.12 2.05

52062400 5.0 80.10 4.29

39093090 12.0 38.82 14.30

2012

99

2011 1-9

941.23 9.24%ECFA

152.54 12.69% 20.27%

30.92 9,206 ECFA

18-3

39.47%(19 ) 4.28

36.3%

625% ECFA

1-9 900%500%

18-3 ECFA

2010

ECFA

2011 1 16.2% 21.59%

2011 1 2 10.5% 13.3%

2011 1 3 9.24% 12.69%

2012

100

ECFA 9

11

WTO

WTO

18-4

ECFA

9

ECFA

36 1,654

16

ECFA

9 5

1 82

4 1,030

13 5

2

2012

101

18-4

1.

1

7

2.

2010 1

3.

4.

14

5.

2010 1,000

6.

2010 102

7.

1 3,000 2 100%

8.

150

2012

102

1.

2.69

2.

1,251

3.

2,446 7,448

ECFA

10% ECFA

18-5

9 18

8,699 1.8

784 1-8 212

6,583 309

637 822%292%27%

56%

2012

103

2012

3

23

2015 47%

23 2011 3 8 11

2012

104

ECFA

24

1.

2.

3.

WiMAX

24 ECFA ECFA 2011 9 15 49

2012

105

LED

2011 10 20

5

LED TFT-LCD

5 2

11 1 LED 3

2011

LED

LED

LED

LED

25

25 LED 2011 10 30

2012

106

-180C

1 00C~70C 14

10%2008

100 2009 16 26

50%

2020 732

66

2011 11 4

27

ECFA

26 LED 2011 10 30 27

2012

107

25%

28

1.

10

29

28 2011 10 24

29 2011 10 25

2012

108

2.

2011 3

2015 11.4% GDP

17%2011 5 22 4

2012

109

3

12 1998 2010 133 30

100

8.5 76.6 0.3

8.5 / 76.6 0.3

31

IHS Global

Insight 5

47%32

2,096 30 2011 7 26 31

29 2011 7 28 17 32

2012

110

791

402 2010 10

2010 45 33

3.

Gartner, Inc.2012 20%

Internet Service Providers,

ISPs

Egnyte 74%

34

IT ITC

35

Google APP

Domain Name System, DNS

36

33 34 35 36

2012

111

4.

2009 60

1.67 12.5%

60

12.8%

2009

2020

37 2009 2011 8,500

1,330

38 2011 3

2011

1 1,342 1,777

39

2011 7 15 37 2009 3 17 2009 4 6 38 2010 12 16 39 2011 3 10

2012

112

14

90% 12.6 2010

40

41

5.

GDP70%

43%

(1)

2,000

300 277

40 TaiSPO 2012 2011 10 41 20112011 8 28

2012

113

85 C

35.5%

(2)

ECFA

2012

(3)

42

6.

42 ECFA ECFA 2011 9 15 52

2012

114

ICT

IC RFID

2012

2012

115

2011

2011

2012 GDP

2012

2011

IC

2012

116

2012 ECFA 2

90%

43

ECFA

3

557 2010

35% 268 35%

2011 3

39.47%19 4.28

2010 3.14 1.14

36.3% ECFA

44 94% 2012

ECFA

ECFA

1.1

9,206 2012 3

6 2011

43 ECFA 2011 11 1 44 ECFA2011 11

2012

117

9

11 9 82

8.8%2012

2

ECFA

ECFA 2012

10

2010 3 2

2011

2012

1new2new3new4new5new6new