韩元兑美元汇率升至1430左右，连续第三个交易日上涨，创下一周新高，这得益于对汽车关税放松的乐观情绪。周二，美国总统特朗普签署了一项软化汽车关税的行政命令，解决了对钢铁和铝等汽车进口征收的堆积如山的关税问题，以减轻整体关税负担。与此同时，韩国财政部表示，在6月3日大选之前，它不会急于与美国达成贸易协议，强调正当程序和与政治时间表保持一致的必要性，尽管有人猜测会达成选举前协议。投资者还消化了最新的经济数据，在半导体产量强劲的推动下，3月份工业生产连续第二个月激增，而零售额下降，表明消费者支出疲软。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 South Korean won strengthened to around 1,430 per dollar, extending gains for the third straight session to hit a one-week high, fueled by optimism over easing auto tariffs. On Tuesday, US President Trump signed an executive order softening automotive tariffs, addressing the stacked levies on vehicle imports, such as those on steel and aluminum, to reduce overall tariff burdens. Meanwhile, South Korea’s Finance Ministry said it isn’t rushing a trade deal with the US before its June 3 election, emphasizing due process and the need to align with its political timeline, despite speculation of a pre-election agreement. Investors also digested the latest economic data, with industrial production surging in March for the second consecutive month, driven by strong semiconductor output, while retail sales dipped, signaling weaker consumer spending. Traders now await additional key data releases this week, including trade balance, PMI, and inflation figures.

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.