2025年9月，韩国零售额环比下降0.1%，这是连续第二次下降，但与8月份2.4%的大幅下降相比有所缓解。零售额是私人消费的关键指标，提供了消费者支出模式和整体经济情绪的快照，最近的疲软表明，在持续的通货膨胀和收入增长放缓的情况下，家庭仍然保持谨慎。

South Korea’s retail sales slipped 0.1% month-over-month in September 2025, marking a second consecutive decline but easing from the sharper 2.4% drop in August. Retail sales serve as a key indicator of private consumption, offering a snapshot of consumer spending patterns and overall economic sentiment, and the recent softness suggests households remain cautious amid persistent inflation and slower income growth.

2025年9月，韩国工业生产环比下降1.2%，扭转了8月份下调后的2.2%的增长，并低于0.1%的温和增长预期。这一下降反映了全球贸易政策转变的压力，这些政策对半导体、汽车和电子元件等主要出口行业造成了压力。然而，9月份的产量同比增长11.6%，较8月份的0.7%大幅上升，远高于市场预期的5.9%。

South Korea’s industrial production dropped 1.2% month-over-month in September 2025, reversing a downwardly revised 2.2% rise in August and missing expectations for a modest 0.1% increase. The decline reflected pressure from shifting global trade policies that weighed on major export sectors, including semiconductors, automobiles, and electronic components. Year-on-year, however, output jumped 11.6% in September, up sharply from a 0.7% rise in August and well above market estimates of 5.9%.

周四，基准韩国综合股价指数上涨1.1%，至4125点左右，突破历史新高，这得益于对新达成的韩美贸易和投资协定的乐观情绪以及稳健的企业盈利。首尔和华盛顿在亚太经合组织峰会期间就3500亿美元的投资计划达成协议，其中包括2000亿美元的现金融资和1500亿美元的造船项目。韩国汽车的关税也从25%降至15%，缓解了现代和起亚的潜在损失。三星电子报告第三季度营业利润为12.2万亿韩元，这增加了乐观的基调，原因是人工智能扩张导致内存和代工需求强劲。科技、汽车和造船类股领涨，三星电子（3.3%）、SK海力士（0.3%）、现代汽车（5.0%）、起亚公司（3.1%）、韩华海洋（9.6%）和HD现代重工（1.2%）领涨。

The benchmark KOSPI rose 1.1% to around 4,125 on Thursday, breaking through record highs, supported by optimism over the newly agreed Korea-US trade and investment pact and solid corporate earnings. Seoul and Washington reached terms on a USD 350 billion investment package during the APEC summit, including a USD 200 billion in cash-based funding and USD 150 billion for shipbuilding projects. Tariffs on Korean autos were also reduced to 15% from 25%, easing potential losses for Hyundai and Kia. Adding to the upbeat tone, Samsung Electronics reported Q3 operating profit of KRW 12.2 trillion, citing strong memory and foundry demand amid AI expansion. Tech, auto, and shipbuilding stocks led the rally, with notable gains from Samsung Electronics (3.3%), SK Hynix (0.3%), Hyundai Motor (5.0%), Kia Corporation (3.1%), Hanwha Ocean (9.6%), and HD Hyundai Heavy Industries (1.2%).

周四，韩元兑美元汇率升至1421左右，为两周来的最高水平，这得益于首尔-华盛顿关税协议敲定后市场日益乐观的情绪。总统政策办公室主任金永范表示，该投资计划将包括2000亿美元的现金分期付款和1500亿美元的造船业合作，年度上限为200亿美元。根据最终确定的条款，华盛顿将维持其互惠关税，但将韩国汽车和汽车零部件的部门关税从25%降至15%，确保韩国出口商在美国市场保持竞争力。另外，行政外交也提振了人们的情绪，因为李明博总统准备周四与加拿大总理马克·卡尼举行峰会，讨论经济、安全和技术合作。

The South Korean won appreciated to around 1,421 per dollar on Thursday, its highest level in two weeks, supported by growing market optimism following the finalization of the Seoul–Washington tariff deal. According to Kim Yong-beom, the presidential chief of staff for policy, the investment package will include $200 billion in cash installments and $150 billion for shipbuilding industry cooperation, with an annual cap of $20 billion. Under the finalized terms, Washington will maintain its reciprocal duties but lower sectoral tariffs on Korean automobiles and auto parts to 15% from 25%, ensuring Korean exporters remain competitive in the US market. Separately, administrative diplomacy also lifted sentiment, as President Lee Jae Myung prepared to hold summit talks with Canadian Prime Minister Mark Carney on Thursday to discuss economic, security, and technological cooperation.