基准韩国综合股价指数周三下跌0.2%，约2560点，结束了三个交易日的连胜，但本月上涨3.2%，因为投资者在贸易发展中对新的经济数据和盈利报告做出了反应。周三，韩国财政部表示，在6月3日大选之前，不会急于与美国达成贸易协议，强调了正当程序和与政治时间表保持一致的必要性。与此同时，在半导体产量强劲的推动下，3月份工业生产激增，连续第二个月增长。然而，零售额下降，表明消费者支出疲软。在指数权重股中，芯片巨头三星电子在第一季度净利润增长21.7%后持平，超出预期，而其同行SK海力士则下跌0.7%。电池制造商LG Energy Solution股价下跌2.4%，尽管净利润增长6.8%。交易员们现在正在等待本周公布的其他关键数据，包括贸易平衡、采购经理人指数和通胀数据。

The benchmark KOSPI fell 0.2% around 2,560 points on Wednesday, ending its three-session winning streak but headed for a 3.2% gain for the month, as investors reacted to fresh economic data and earnings reports amid trade developments. On Wednesday, South Korea’s Finance Ministry said it isn’t rushing a trade deal with the US before its June 3 election, stressing due process and the need to align with its political timeline. Meanwhile, industrial production surged in March, marking a second straight month of growth, driven by strong semiconductor output. However, retail sales dipped, signaling weaker consumer spending. Among index heavyweights, chip giant Samsung Electronics was flat after a 21.7% rise in first quarter net profit, exceeding expectations, while its peer SK Hynix slipped 0.7%. Battery maker LG Energy Solution shed 2.4% despite a 6.8% rise in net profit. Traders now await for additional key data releases due this week, including trade balance, PMI, and inflation figures.

2025年3月，韩国零售额环比下降0.3%，扭转了2月份1.9%的增长，因为消费者支出显示出疲软的迹象。尽管月度下降，但3月份零售额同比增长1.5%，从2月份1.8%的年度下降中反弹。零售额是衡量私人消费的关键指标，可以洞察不断变化的消费者行为和经济情绪。

Retail sales in South Korea declined by 0.3% month-on-month in March 2025, reversing February’s 1.9% gain, as consumer spending showed signs of weakening. Despite the monthly drop, retail sales rose 1.5% year-over-year in March, rebounding from a 1.8% annual decline in February. Retail sales are a key gauge of private consumption, offering insight into evolving consumer behavior and economic sentiment.

2025年3月，韩国工业生产环比增长2.9%，大大超过了市场预期的0.2%的温和增长。强劲的表现主要得益于半导体制造业的强劲增长。这标志着连续第二个月的扩张，比2月份1.4%的增长有所加速。3月份工业产出同比增长5.3%。虽然这比2月份7.1%的增长有所放缓，但仍超过了预期的3.3%的增长。

South Korea's industrial production rose by 2.9% month-on-month in March 2025, significantly exceeding market expectations of a modest 0.2% increase. The strong performance was driven primarily by robust growth in semiconductor manufacturing. This marks the second consecutive month of expansion, accelerating from February’s 1.4% rise. On a year-over-year basis, industrial output climbed 5.3% in March. While this represents a slowdown from the 7.1% growth recorded in February, it still surpassed the anticipated 3.3% increase.

韩国3月份工业产出年环比从之前的7%降至5.3%。韩国3月份工业产出年环比从之前的7%降至5.3%

South Korea Industrial Output (YoY) dipped from previous 7% to 5.3% in March.South Korea Industrial Output (YoY) dipped from previous 7% to 5.3% in March