基准韩国综合股价指数周一上涨1.97%，至4188点左右，连续第四个交易日上涨，创下历史新高，主要受国防和造船股走强的推动。韩华航空公布第三季度净利润7122亿韩元，同比增长123.8%，上涨3.68%。收入激增146.5%，达到6.48万亿韩元，超出市场预期。三星重工公布第三季度营业利润2381亿韩元后，也上涨了0.68%，同比增长99%。投资者的注意力仍然集中在即将发布的主要国防和造船公司的盈利报告上，包括现代Rotem（+1.52%）、HD现代重工（+5.33%）和HD韩国造船（+3.27%）。

The benchmark KOSPI climbed 1.97% to around 4,188 on Monday, extending gains for the fourth consecutive session and hitting fresh record highs, driven largely by strength in defense and shipbuilding shares. Hanwha Aerospace advanced 3.68% after reporting the third-quarter net income of KRW 712.2 billion, up 123.8% from a year earlier. Revenue surged 146.5% to KRW 6.48 trillion, exceeding market expectations. Samsung Heavy Industries also rose 0.68% following the announcement of its Q3 operating profit of KRW 238.1 billion, up 99% year-on-year. Investor attention remained centered on the upcoming earnings reports of key defense and shipbuilding companies including Hyundai Rotem (+1.52%), HD Hyundai Heavy Industries (+5.33%), and HD Korea Shipbuilding (+3.27%).

标准普尔全球韩国制造业采购经理人指数从9月份的50.7降至2025年10月的49.4，表明该行业再次疲软，标志着过去9个月的第八次收缩。产出和新订单均有所下降，而就业人数三个月来首次小幅下降。企业指出，国内经济疲软和美国关税的影响是生产和需求的主要拖累因素，影响了采购和库存决策。由于货币走弱导致进口成本上升，在某些情况下还受到关税的影响，运营费用急剧上升。因此，制造商连续第十一个月提高了出厂价格。尽管对国内经济和长期关税压力的担忧持续存在，但在新推出产品的大规模生产的支持下，商业信心仍然乐观。

The S&P Global South Korea Manufacturing PMI slipped to 49.4 in October 2025 from 50.7 in September, signaling renewed weakness in the sector and marking the eighth contraction in the past nine months. Both output and new orders declined, while employment fell marginally for the first time in three months. Firms cited sluggish domestic conditions and the impact of US tariffs as key drags on production and demand, influencing purchasing and inventory decisions. Operating expenses rose sharply, driven by higher import costs stemming from a weaker currency and, in some cases, tariff effects. As a result, manufacturers raised factory gate prices for the eleventh straight month. Business confidence remained positive, supported by the mass production of newly launched products, though concerns persisted over the domestic economy and long-term tariff pressures.

韩国工厂活动再次收缩，因美国关税打压需求。韩国制造业在10月份再次陷入收缩，结束了短暂的反弹，因为在全球不确定性和美国关税的影响下，企业变得更加谨慎。

South Korea factory activity contracts again as U.S. tariffs weigh on demand.South Korea's manufacturing sector slipped back into contraction in October, ending a brief rebound as firms grew more cautious amid global uncertainty and the impact of U.S. tariffs.

闪存数据显示，2025年10月，韩国进口额同比下降1.5%，至535.2亿美元，而市场估计下降1.4%，扭转了上个月8.2%的增长。

South Korea’s imports fell 1.5% year-on-year to USD 53.52 billion in October 2025, compared with market estimates of a 1.4% decline, reversing an 8.2% rise in the previous month, flash data showed.