台湾10年期国债收益率降至1.31%，为2024年3月以来最低。过去4周，台湾10Y债券收益率下跌1.00个基点，最近12个月下跌15.00个基点。

Taiwan 10 Year Government Bond Yield decreased to 1.31%, the lowest since March 2024. Over the past 4 weeks, Taiwan 10Y Bond Yield lost 1.00 basis points, and in the last 12 months, it decreased 15.00 basis points.

2025年9月，对台湾的进口同比增长25.1%，达到418.6亿美元，增幅较上月的29.5%有所放缓，但超过了市场预期的22.55%的增长。电子零件（+42.7%）、信息和视听产品（+70.0%）和机械（+52.7%）的需求更强劲，尽管矿产品（-11.3%）有所下降，主要是由于石油下降9.6%。在主要贸易伙伴中，来自韩国的进口增长最大（+54.2%），其次是欧洲（+34.1%）、东盟（+23.9%）、中国和香港（+20.9%）、美国（+20.3%）和日本（+17.7%），而来自中东的采购下降（-3.7%）。1月至9月，进口总额达到3534.1亿美元，同比增长22.0%，而从美国的采购额同比下降2.3%。

Imports to Taiwan rose 25.1% year-on-year to USD 41.86 billion in September 2025, slowing from a 29.5% increase in the previous month but surpassing market expectations of 22.55% growth. Stronger demand was seen in electronic parts (+42.7%), information and audio-video products (+70.0%), and machinery (+52.7%), despite a decline in mineral products (-11.3%), primarily due to a 9.6% drop in petroleum. Among key trading partners, imports from South Korea recorded the largest increase (+54.2%), followed by Europe (+34.1%), ASEAN (+23.9%), China & Hong Kong (+20.9%), the US (+20.3%), and Japan (+17.7%), while purchases from the Middle East declined (-3.7%). For the January–September period, total imports reached USD 353.41 billion, up 22.0% from a year earlier, while purchases from the US fell 2.3% compared with the same period last year.

2025年9月，台湾出口同比增长33.8%，达到542.5亿美元，较上月34.1%的增长略有放缓，低于市场预期的35.5%的增长。对信息、通信和视听产品（+86.9%）、电子零件（+25.6%）、机械（+5.0%）和化学品（+1.8%）的强劲需求推动了增长，而贱金属和贱金属制品的出货量（-1.7%）下降。按目的地划分，对主要市场的出口强劲增长，对美国（+51.6%）、东盟（+34.0%）、欧洲（+27.3%）、日本（+23.3%）、韩国（+23.3%）以及中国和香港（+12.8%）的出口增长。1月至9月，出口总额达到4526.8亿美元，同比增长29.7%，其中对美出口激增54.9%。

Exports from Taiwan surged 33.8% year-on-year to USD 54.25 billion in September 2025, easing slightly from a 34.1% rise in the previous month and falling short of market expectations for a 35.5% gain. Growth was driven by strong demand for information, communication, and audio-video products (+86.9%), electronic parts (+25.6%), machinery (+5.0%), and chemicals (+1.8%), while shipments of base metals and articles of base metal (-1.7%) declined. By destination, exports to major markets posted robust increases, with shipments rising to the US (+51.6%), ASEAN (+34.0%), Europe (+27.3%), Japan (+23.3%), Korea (+23.3%), and China & Hong Kong (+12.8%). From January to September, total exports reached USD 452.68 billion, up 29.7% from a year earlier, including a 54.9% surge in shipments to the US.

台湾9月贸易顺差从去年同期的71.1亿美元扩大至124.4亿美元，低于市场预期的156.6亿美元顺差。受信息、通信和音视频产品（+86.9%）和电子零部件（+25.6%）强劲增长的推动，出口额同比增长33.8%，达到542.5亿美元。运往美国（+51.6%）、东盟（+34.0%）、欧洲（+27.3%）、日本（+23.3%）以及中国和香港（+12.8%）的货物有所增加。进口增长25.1%，至418.6亿美元，原因是电子零件（+42.7%）、信息和视听产品（+70.0%）和机械（+52.7%）的采购量增加，尽管矿产品下降（-11.3%）。进口增长主要来自韩国（+54.2%）、欧洲（+34.1%）、东盟（+23.9%）、中国和香港（+20.9%）以及美国（+20.3%）。1-9月，台湾贸易顺差992.7亿美元，出口增长29.7%，进口增长22.0%。

Taiwan’s trade surplus widened to USD 12.40 billion in September from USD 7.10 billion a year earlier and below market expectations of a USD 15.66 billion surplus. Exports jumped 33.8% year-on-year to USD 54.25 billion, driven by strong growth in information, communication, and audio-video products (+86.9%) and electronic parts (+25.6%). Shipments rose to the US (+51.6%), ASEAN (+34.0%), Europe (+27.3%), Japan (+23.3%), and China & Hong Kong (+12.8%). Imports rose 25.1% to USD 41.86 billion, due to higher purchases of electronic parts (+42.7%), information and audio-video products (+70.0%), and machinery (+52.7%), despite a decline in mineral products (-11.3%). Import growth was led by increases from Korea (+54.2%), Europe (+34.1%), ASEAN (+23.9%), China & Hong Kong (+20.9%), and the US (+20.3%). From January to September, Taiwan’s trade surplus totaled USD 99.27 billion, with exports up 29.7% and imports rising 22.0%.