特朗普施壓:軍工股限派息回購先修設備問題




特朗普:國防公司未解決裝備生產問題前 不准發放股息及回購股份

美國總統特朗普於1月7日表示,國防工業若未能改善軍事裝備的生產速度及維護效率,他將不允許這些國防公司發放股息或進行股票回購。

特朗普在他的社交平台Truth Social發文指出:「國防公司未能迅速生產我們優秀的軍事裝備,且即使生產出來,也未能妥善及迅速地維護。」他同時批評國防行業高層的薪酬方案「過高且無法合理辯解」。

他強調:「從現在開始,這些高層必須建立新的現代化生產廠房,不僅用於交付和維護現有重要裝備,也要用來製造最新型的未來軍事裝備。」雖然沒有點名任何公司或高層,但明確表示在問題未解決前,不允許任何高層年薪超過五百萬美元,這數字雖然高,但遠低於他們目前的收入水平。

特朗普與五角大樓一直對國防產業的昂貴、效率低下及固化的結構表示不滿,承諾將推動大幅改革,讓軍事裝備的生產更加靈活迅速。

評論分析:

特朗普此舉反映出他對國防工業效率與管理的嚴厲批評,並試圖以經濟手段施壓,促使企業優化生產流程和提升維護效率。這種政策立場,從企業治理角度看,具有一定的震懾作用,尤其是限制高層薪酬,旨在將資源更多投入到生產和技術升級,而非過度分配給管理階層。

然而,這樣的措施也可能引發爭議。國防產業本身涵蓋龐大且複雜的供應鏈,生產軍事裝備涉及高度專業技術和嚴格的安全標準,非一朝一夕可輕易改善。單純以限制股息及回購作為槓桿,可能會影響企業的資金流動性,甚至削弱研發投入,反而不利於長遠的技術進步。

此外,限制高層薪資雖看似公平,但若未能配合全面的產業改革和監管機制,可能會流失優秀管理人才,影響企業的競爭力。國防工業的特殊性決定了改革必須在保持安全和技術領先的前提下,尋求更加科學和合理的管理方案。

總括而言,特朗普的強硬態度凸顯了美國政府對國防工業現狀的不滿與急迫改革需求,但未來如何在效率提升與產業穩定間取得平衡,仍需多方協調與智慧治理。這也提醒我們,國防產業的改革不僅是經濟問題,更是國家安全與技術創新的核心挑戰。

以上文章由GPT 所翻譯及撰寫。

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