韩国在2025年7月录得107.8亿美元的经常账户盈余，为当月最高，这得益于出口的弹性和股票收入的增加。这是连续第15个月出现盈余，尽管低于6月份142.7亿美元的历史峰值。商品账户盈余102.7亿美元，出口同比增长2.3%，达到597.8亿美元，而进口下降0.9%，达到495.1亿美元。与此同时，服务账户出现了21.4亿美元的赤字，反映了旅游和商业服务的短缺。主要收入账户录得29.5亿美元的盈余，主要是股权收入的增长，而次要收入账户则出现2.9亿美元的赤字。

South Korea recorded a current account surplus of $10.78 billion in July 2025, the highest for that month, supported by resilient exports and higher income from equity. It was the 15th consecutive month of surplus, though below June’s all-time peak of $14.27 billion. The goods account posted a $10.27 billion surplus as exports rose 2.3% from a year earlier to $59.78 billion, while imports slipped 0.9% to $49.51 billion. Meanwhile, the services account registered a $2.14 billion deficit, reflecting shortfalls in travel and business services. The primary income account booked a $2.95 billion surplus, led by gains in equity income, while the secondary income account showed a $0.29 billion deficit.

周三，韩元兑美元汇率升至1392韩元左右，结束了三天的下跌，因为投资者消化了大量经济数据，并从政府的新举措中获得了信心。数据显示，经济从收缩转向增长，2025年第二季度经济环比增长0.7%，超过了0.6%的增长预期，增强了人们对增长前景的乐观态度。另外，韩国的外汇储备从7月份的4113亿美元增至8月份的4163亿美元，主要原因是证券持有量增加和存款激增，加强了韩国的外部缓冲，缓解了财政风险担忧。政府宣布为钢铁和铝行业提供5700亿韩元的紧急财政援助，以减轻美国50%关税的影响，包括有针对性的低息贷款和中小企业利率支持措施，这进一步增强了这一势头。

The South Korean won strengthened to around 1,392 per dollar on Wednesday, snapping a three-day decline as investors digested a raft of economic data and drew confidence from renewed government initiatives. Figures showed a shift from contraction to growth, with the economy expanding 0.7% quarter-on-quarter in Q2 2025 and topping estimates of a 0.6% increase, reinforcing optimism over the growth outlook. Separately, South Korea’s foreign exchange reserves rose to $416.3 billion in August from $411.3 billion in July, led by higher securities holdings and a jump in deposits, strengthening South Korea’s external buffers and easing fiscal risk concerns. Adding to the momentum, the government announced a KRW 570 billion emergency financial aid for the steel and aluminum sectors to mitigate the impact of a 50% US tariff, comprising targeted low-interest lending facilities and interest-rate support measures for SMEs.

基准韩国综合股价指数周三上涨0.2%，至3178点左右，连续第二个交易日上涨，半导体股走强和新的政策支持提振了市场情绪。韩国第二大芯片制造商SK海力士在宣布其M16工厂采用ASML的高数值孔径EUV光刻系统后取得了进展，这是业内首创，在人工智能需求不断增长的情况下，提高了对下一代存储器开发的期望。三星电子也上涨，帮助科技股在前几个交易日大幅下跌后推动反弹。此外，政府还公布了5700亿韩元的紧急支持计划，以支持受美国50%进口关税打击的钢铁和铝公司。这包括低息贷款和扩大贸易保险规模，缓解了对出口竞争力的担忧。其中，SK海力士上涨0.7%，三星电子微涨0.2%，斗山能源上涨3.2%，而HD现代重工下跌2%。

The benchmark KOSPI rose 0.2% to around 3,178 on Wednesday, extending gains for a second straight session, as strength in semiconductor shares and fresh policy support lifted sentiment. SK Hynix, the country's second largest chipmaker, advanced after announcing the adoption of ASML’s High Numerical Aperture EUV lithography system at its M16 plant, a first in the industry, bolstering expectations for next-generation memory development amid rising AI demand. Samsung Electronics also gained, helping the tech sector drive the rebound following heavy losses in prior sessions. In addition, the government unveiled a KRW 570 billion emergency support package for steel and aluminum firms hit by the 50% US import tariffs. This includes low-interest loans and expanded volume of trade insurance, easing concerns over export competitiveness. Among major movers, SK Hynix rose 0.7%, Samsung Electronics edged up 0.2%, and Doosan Enerbility climbed 3.2%, while HD Hyundai Heavy Industries slipped 2%.

截至2025年6月的三个月里，韩国经济环比增长0.7%，比预估数字高出0.1个百分点。这表明与第一季度0.2%的收缩相比出现了急剧逆转。私人消费增长0.5%，受机动车等商品和医疗服务等服务支出增加的支撑。在扩大医疗保健福利的背景下，政府消费增长了1.2%。然而，建筑投资下降了1.2%，建筑和土木工程活动都在下降，而由于机械和运输设备的采购减少，设施投资也下降了2.1%。受半导体、石油产品和化学品的推动，出口增长4.5%，而进口增长4.2%，主要是由于对原油和天然气等能源项目的需求增强。

South Korea’s economy grew 0.7% quarter-on-quarter in the three months to June 2025, 0.1 percentage point higher than the figure given in the advance estimate. That indicates a sharp reversal from a 0.2% contraction in the first quarter. Private consumption rose 0.5%, supported by higher spending on goods like motor vehicles and services such as health services. Government consumption increased 1.2% on the back of expanded health care benefits. However, construction investment declined 1.2%, with both building and civil engineering activity falling, while facilities investment also dropped 2.1% amid reduced purchases of machinery and transport equipment. Exports rose 4.5%, driven by semiconductors, petroleum products, and chemicals, while imports climbed 4.2%, mainly due to stronger demand for energy items like crude oil and natural gas.