周五，韩元兑美元汇率跌至1420韩元左右，收复了早些时候的涨幅，因为国际货币基金组织警告称，美国关税可能会对韩国的中长期增长前景造成压力，市场情绪有所软化。国际货币基金组织亚太部副主任Thomas Helbling指出，尽管在政治不确定性和政策支持降低的情况下，预计短期内经济增长将有所改善，但关税上涨和持续的不确定性可能会逐渐影响出口和势头。然而，最新一轮美韩贸易谈判显示出造船项目合作取得进展的迹象。韩国央行表示，受油价上涨和货币走弱的推动，9月份进口价格连续第三个月上涨，这增加了谨慎的基调。这些数字表明，尽管出口具有弹性，但外部因素的通胀压力持续存在，韩元持续疲软，进口价格在8月份上涨0.3%后，环比上涨0.2%。

The South Korean won weakened to around 1,420 per dollar on Friday, retracing earlier gains as sentiment softened after the IMF warned that US tariffs could weigh on South Korea’s medium to long-term growth prospects. Thomas Helbling, deputy director of the IMF’s Asia Pacific department, noted that while growth is expected to improve in the near term amid lower political uncertainty and policy support, rising tariffs and lingering uncertainty may gradually weigh on exports and momentum. However, the latest round of US-South Korea trade talks showed signs of progress in the shipbuilding project cooperation. Adding to the cautious tone, the Bank of Korea showed that import prices rose for a third straight month in September, driven by higher oil prices and a weaker currency. The figures point to persistent inflationary pressures from external factors and continued weakness in the won, despite export resilience, with import prices up 0.2% month-on-month, following a 0.3% rise in August.

基准韩国综合股价指数周五上涨0.6%，至3770点左右，创下新纪录，这得益于对美韩贸易项目建设性发展的乐观情绪。韩国高级官员会见了白宫代表，探讨了7月框架贸易协议下的造船合作，涵盖了造船厂建设、劳动力发展和供应链合作等潜在项目，这与之前侧重于关税的谈判不同。正在进行的讨论增强了人们对双边贸易承诺能够顺利进行的期望，提振了人们对工业和出口导向型行业的信心。三星电子对美国生物技术公司Grail的1.1亿美元投资进一步提振了投资者情绪，这被视为扩大其人工智能驱动的医疗保健能力的战略举措。在企业方面，SK海力士（+3.0%）、LG能源解决方案（+3.7%）、三星电子（+0.41%）和HD现代重工（+0.6%）领涨。

The benchmark KOSPI rose 0.6% to around 3,770 on Friday, marking a fresh record, buoyed by optimism over constructive developments in US–Korea trade projects. Senior South Korean officials met White House representatives to explore shipbuilding cooperation under the July framework trade deal, covering potential projects such as shipyard construction, workforce development, and supply chain collaboration, distinct from earlier talks focused on tariffs. The ongoing discussions reinforced expectations that bilateral trade commitments could proceed smoothly, lifting sentiment for industrials and export-oriented sectors. Investor sentiment was further supported by Samsung Electronics’ USD 110 million investment in US biotech firm Grail, seen as a strategic move to expand its AI-driven healthcare capabilities. On the corporate front, gains were led by SK Hynix (+3.0%), LG Energy Solution (+3.7%), Samsung Electronics (+0.41%), and HD Hyundai Heavy Industries (+0.6%).

韩国经季节性调整的失业率从8月份的2.6%降至2025年9月的2.5%，恢复到7月份的水平。该国增加了31.2万个工作岗位，这是19个月来最强劲的就业增长，使就业总人数达到2915万。尽管如此，制造业和建筑业的招聘人数继续下降，反映出核心行业的持续疲软。最新数据延续了去年12月就业的稳步复苏，当时有52000人失业。此后，就业机会增加速度加快，5月达到24.5万的峰值，6月降至18.3万，7月为17.1万，8月为16.6万。

South Korea’s seasonally adjusted unemployment rate edged down to 2.5% in September 2025 from 2.6% in August, returning to July’s level. The country added 312,000 jobs, marking the strongest employment gain in 19 months and bringing the total number of employed people to 29.15 million. Still, hiring in manufacturing and construction continued to decline, reflecting ongoing weakness in core sectors. The latest figures extended a steady recovery in employment following a brief setback last December, when 52,000 jobs were lost. Job creation gathered pace afterward, reaching a peak of 245,000 in May before easing to 183,000 in June, 171,000 in July, and 166,000 in August.

韩国失业率：2.5%（9月），此前为2.6%。韩国失业率：2.5%（9月），此前为2.6%

South Korea Unemployment Rate: 2.5% (September) vs previous 2.6%.South Korea Unemployment Rate: 2.5% (September) vs previous 2.6%