韩国综合消费者信心指数从6月份的108.7升至2025年7月的110.8,这是连续第四个月上涨,也是自2018年1月以来的最高读数。这一改善反映了新当选政府和对经济刺激计划(包括计划中的补充预算)的预期所推动的乐观情绪日益增强。随着首尔国家安全顾问在华盛顿进行高级别会谈,并计划于7月25日举行另一轮会谈,在8月1日关税最后期限之前加强与美国的贸易谈判进一步增强了信心。该指数的所有主要组成部分都有所上涨,包括对生活水平、家庭收入、消费者支出和更广泛的国内经济的看法。尽管全球存在不确定性,但通胀预期保持稳定,一年、三年和五年预测均稳定在2.4%。这些数据表明,在政治稳定和政策前景改善的支持下,消费者士气有弹性。
South Korea’s Composite Consumer Sentiment Index rose to 110.8 in July 2025, up from 108.7 in June, marking the fourth consecutive monthly gain and the highest reading since January 2018. The improvement reflects growing optimism fueled by the newly elected government and expectations for economic stimulus, including a planned supplementary budget. Confidence was further supported by intensifying trade negotiations with the US ahead of the August 1 tariff deadline, as Seoul’s national security adviser engages in high-level talks in Washington, with another round scheduled for July 25. All major components of the index saw gains, including views on living standards, household income, consumer spending, and the broader domestic economy. Despite global uncertainties, inflation expectations remained stable, with one-, three-, and five-year projections all anchored at 2.4%. The data signals resilient consumer morale backed by political stability and improving policy outlook.