周二，韩元兑美元汇率保持在1350左右，徘徊在8个月高点附近，这得益于国内基本面改善和投资者对韩国资产重新产生兴趣。6月份强劲的出口表现导致贸易顺差扩大，而股市反弹，韩国综合股价指数达到多年高点，这可能会吸引外国资本流入。制造业也显示出企稳的迹象，6月份的收缩速度有所放缓。这些发展与美元走软相吻合，因为市场考虑到对美联储进一步降息的日益增长的预期，增加了韩元的有利条件。

The South Korean won held around 1,350 per dollar on Tuesday, hovering close to eight-month highs, supported by improving domestic fundamentals and renewed investor interest in Korean assets. June's strong export performance led to a widened trade surplus, while equity markets rallied, with the KOSPI reaching a multi-year high—potentially attracting foreign capital inflows. The manufacturing sector also showed signs of stabilization, with a slower pace of contraction in June. These developments coincided with a softer US dollar, as markets factored in growing expectations of deeper Federal Reserve rate cuts, adding to favorable conditions for the won.

周二，基准韩国综合股价指数上涨1.8%，至3120点左右，创下近四年来的最高水平，因为投资者在对美国利率政策持续感到不安的情况下评估了一系列有前景的经济数据。尽管对今年晚些时候可能降息的预期有所增加，但这些调整的时间和速度仍不明确，使市场保持谨慎。值得注意的是，在国内方面，韩国6月份的贸易顺差扩大至90.8亿美元，为一年来最大，这是由出口超过进口推动的。制造业PMI从上月的47.7上升到6月的48.7点，进一步提振了市场情绪，标志着经济开始复苏。在指数权重股中，芯片制造商和汽车股领涨，如三星电子（1.8%）、现代汽车（2.2%）和起亚公司（2.2%）。

The benchmark KOSPI rose 1.8% to around 3,120 on Tuesday, marking the highest level in almost four years as investors assessed a raft of promising economic data amid ongoing unease regarding the US interest rate policy. While expectations for potential rate cuts later this year have increased, ambiguity remains over the timing and pace of these adjustments, keeping markets cautious. Notably, on the domestic front, South Korea’s trade surplus widened to USD 9.08 billion in June, the largest in a year—driven by exports outpacing imports. Further boosting sentiment, the manufacturing sector signaled a move toward recovery as the PMI rose 48.7 points in June from 47.7 in the previous month. Among index heavyweights, chipmakers and autos led the charge such as Samsung Electronics (1.8%), Hyundai Motor (2.2%), and Kia Corporation (2.2%).

韩国制造业在6月份显示出企稳迹象，标准普尔全球制造业采购经理人指数从5月份的47.7升至48.7。尽管该指数连续第五个月低于50分，但这表明经营状况出现了三个月来最温和的恶化。公司报告称，产量和新订单均继续下降，尽管速度较慢。采购活动也减弱，因为制造商对积累过剩库存仍持谨慎态度。就业率再次下降，扭转了5月份的小幅上升趋势。在价格方面，投入成本通胀降至八个月低点，导致销售价格仅小幅上涨。与此同时，商业信心大幅反弹，对未来活动的信心攀升至13个月高点。公司表示，新产品发布和大规模生产推动了销售的增长，同时也希望有更有利的国内和地缘政治环境。

South Korea’s manufacturing sector showed signs of stabilization in June, with the S&P Global Manufacturing PMI rising to 48.7 from 47.7 in May. Although the index remained below the 50-mark that separates expansion from contraction for a fifth consecutive month, it signaled the softest deterioration in operating conditions in three months. Firms reported continued, though slower, declines in both output and new orders. Purchasing activity also weakened, as manufacturers remained cautious about building up excess inventories. Employment fell again, reversing May’s marginal uptick. On the price front, input cost inflation eased to an eight-month low, leading to only a modest increase in selling prices. Meanwhile, business confidence rebounded sharply, with sentiment toward future activity climbing to a 13-month high. Firms cited expectations of stronger sales driven by new product launches and mass production, alongside hopes for a more favorable domestic and geopolitical environment.

2025年6月，韩国出口同比增长4.3%，达到598亿美元的六个月高点，从上个月1.3%的下降中反弹，低于市场预测的4.7%的增长。初步数据显示，这标志着自去年12月以来最强劲的出口增长，因为出口增长超过进口，主要受半导体出货量强劲的推动。

Exports from South Korea grew 4.3% year-over-year to a six-month high of USD 59.8 billion in June 2025, rebounding from a 1.3% decline in the previous month and falling short of market forecasts for a 4.7% rise. It marked the strongest export growth since last December as exports rose more than imports, mainly driven by robust semiconductor shipments, preliminary data showed.