周二，韩元兑美元汇率在连续两个交易日保持稳定后跌至1384美元左右，因为距离8月1日的关税最后期限还有十天，不确定性增加，风险情绪恶化。财政部长辜云哲于7月22日宣布，他和贸易部长杨汉求将前往华盛顿，与美国财政部长Scott Bessent和贸易代表Jamieson Greer举行高级别“2+2”会议。定于周五举行的会谈旨在解决与美国拟议关税措施有关的悬而未决的问题。另外，工业部第一副部长Moon Shin-hak指出，正在努力完成谈判，减轻出口导向型行业的风险，这些行业对外部政策发展仍然很敏感。然而，截止日期的临近和迄今为止缺乏具体进展继续给韩元带来下行压力。

The South Korean won weakened to around 1,384 per dollar on Tuesday after holding steady for two consecutive sessions, as risk sentiment deteriorated amid elevated uncertainty with ten days remaining until the August 1 tariff deadline. Finance Minister Koo Yun-cheol announced on July 22, that he and Trade Minister Yeo Han-koo will travel to Washington for a high-level “2+2” meeting with US Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer. The talks, scheduled for Friday, are intended to address outstanding issues related to the proposed US tariff measures. Separately, First Vice Industry Minister Moon Shin-hak noted that efforts are ongoing to conclude the negotiations and mitigate risks to export-oriented sectors, which remain sensitive to external policy developments. However, the proximity of the deadline and the lack of concrete progress thus far have continued to exert downward pressure on the won.

基准韩国综合股价指数周二下跌0.2%，至3203点左右，扭转了前一交易日的涨幅，因为投资者在生产者通胀上升的情况下变得谨慎。韩国6月生产者价格指数同比上涨0.5%，结束了四个月的放缓，并引发了人们对投入成本上升可能会给企业利润率带来压力的担忧，尤其是对主导该指数的出口商和制造商而言。与此同时，与美国的贸易谈判已进入关键阶段。财政部长辜云哲和贸易部长杨汉求将于本周五在“2+2”会议上会见美国同行，强调高级别对关税谈判的关注。辜指出，在就关键经济问题举行会议后，“相关部委已组成一个统一的团队，以协调一致、切实可行的国家利益战略作出回应”。在企业方面，SK海力士（-1.5%）、韩华航空航天（-0.2%）、斗山能源（-4.1%）和KB金融集团（-0.4%）出现了显著亏损。

The benchmark KOSPI fell 0.2% to around 3,203 on Tuesday, reversing gains from the previous session, as investors turned cautious amid rising producer inflation. South Korea’s producer price index rose 0.5% YoY in June, ending a four-month slowdown and raising concerns that elevated input costs could pressure corporate margins—particularly for exporters and manufacturers that dominate the index. Meanwhile, trade discussions with the US have entered a pivotal phase. Finance Minister Koo Yun-cheol and Trade Minister Yeo Han-koo are set to meet their US counterparts in a "2+2" session this Friday, underscoring high-level focus on tariff negotiations. Koo noted that "relevant ministries have formed a unified team to respond with a well-coordinated and practical strategy for the national interest," following a meeting on key economic issues. On the corporate front, notable losses came from SK Hynix (-1.5%), Hanwha Aerospace (-0.2%), Doosan Enerbility (-4.1%), and KB Financial Group (-0.4%).

2025年6月，韩国生产者通胀率同比上升0.5%，高于5月份的三年低点0.3%，标志着连续四个月增长放缓后的首次回升。服务业（1.3%对5月份的1.2%）和农业、林业和海洋产品（1.7%对-1.7%）的成本上涨推动了反弹。电力、水和天然气价格稳定上涨4.6%，而制造业产品成本进一步下降（-0.9%对-0.8%）。按月计算，生产者价格指数在5月份下跌0.4%后小幅上涨0.1%，这表明经济的供应侧正在恢复一些上行压力。

South Korea’s producer inflation picked up to 0.5% year-on-year in June 2025, up from May’s three-year low of 0.3%, marking the first pickup after four consecutive months of slowing growth. The rebound was driven by higher costs for services (1.3% vs. 1.2% in May) and agricultural, forestry, and marine products (1.7% vs. -1.7%). Prices for electricity, water, and gas rose at a steady 4.6%, while manufacturing product costs declined further (-0.9% vs. -0.8%). On a monthly basis, producer prices inched up 0.1%, following a 0.4% drop in May, suggesting some upward pressure is returning to the supply side of the economy.

周一，韩元稳定在1美元兑1391韩元左右，投资者密切关注首尔和华盛顿之间正在进行的双边贸易谈判的轨迹，同时美元指数表现平平。人民币的稳定反映出投资者情绪有所改善，部分原因是有报道称，国家安全顾问魏圣洛已前往华盛顿进行第二轮高级别磋商。此次访问被视为首尔外交努力的延续，以确保达成一项决议并防止将于8月1日生效的关税的执行。

The South Korean won held steady at around 1,391 per dollar on Monday, as investors closely monitored the trajectory of ongoing bilateral trade negotiations between Seoul and Washington, alongside a muted performance in the US dollar index. The currency’s stability reflected a measured improvement in investor sentiment, driven in part by reports that National Security Adviser Wi Sung-lac had departed for Washington for a second round of high-level consultations. The visit is viewed as a continuation of Seoul’s diplomatic efforts to secure a resolution and prevent the enforcement of tariffs, set to take effect on August 1.