基准韩国综合股价指数周五下跌0.8%，收于2650点，扭转了前一交易日近3%的涨幅，受生物制药股大幅下跌的拖累。在健康公司中，三星生物制品（-6.3%）、Celltrion（-3.6%）和Alteogen（-2.6%）领跌。汽车制造商也出现了其他显著亏损，包括现代汽车（-1.7%）和起亚公司（-0.1%）。相反，芯片巨头SK海力士飙升1.6%，而其同行三星电子下跌0.8%。在经济方面，该国9月份的制造业BSI降至69.0，为10月份以来的最低水平。与此同时，亚行将韩国2024年的增长预测维持在2.5%，理由是半导体和汽车出口强劲。本周，基准指数上涨2.2%，连续第三周上涨，创下8月中旬以来的最大涨幅。

The benchmark KOSPI fell 0.8% to close at 2,650 points on Friday, reversing a nearly 3% gain in the previous session, weighed down by sharp losses in biopharmaceutical stocks. Among health firms, Samsung Biologics (-6.3%), Celltrion (-3.6%) and Alteogen (-2.6%) led the losses. Other notable losses were also seen among automakers, including Hyundai Motors (-1.7%) and Kia Corp (-0.1%). Conversely, chip giant SK Hynix surged 1.6%, while its peer Samsung Electronics dropped 0.8%. On the economic front, the country’s manufacturing BSI fell to 69.0 in September, its lowest reading since October. Meanwhile, the ADB maintained its 2024 growth forecast for South Korea at 2.5%, citing strong semiconductor and vehicle exports. Over the week, the benchmark index rose 2.2%, marking its third consecutive weekly gain and notching its largest increase since mid-August.

9月下旬，韩元兑美元汇率约为1320，在经济和政策不确定性挥之不去的情况下，波动加剧。最新数据显示，9月份该国消费者信心降至四个月低点，而商业信心降至近一年低点。早些时候的数据还显示，韩国8月份生产者价格指数同比上涨1.6%，较7月份的2.6%大幅放缓，为3月份以来的最低水平。在货币政策方面，预计韩国央行将在美联储以50个基点的降息积极启动宽松周期后不久开始降息。

The South Korean won traded around 1,320 per dollar in late September, experiencing heightened volatility amid lingering economic and policy uncertainties. Latest data showed that consumer sentiment in the country declined to a four-month low in September, while business confidence dropped to a near one-year low. Earlier data also revealed that producer prices in South Korea rose 1.6% year-on-year in August, slowing sharply from a 2.6% gain in July and marking the lowest reading since March. On the monetary policy front, the Bank of Korea is expected to start cutting interest rates soon following the US Federal Reserve’s aggressive start to its easing cycle with a 50 basis point rate cut.

基准韩国综合股价指数周五跌至2667点左右，与前一交易日近3%的涨幅相反，受电池和健康类股下跌的拖累。然而，在强劲的企业盈利和稳健的经济数据的推动下，芯片制造商的大幅上涨和隔夜华尔街的乐观情绪帮助限制了下跌。在电池制造商中，LG能源解决方案（-0.9%）和三星SDI（0.3%）领跌。此外，健康公司面临压力，三星生物制品（-4.3%）、Celltrion（-2.9%）和Alteogen（-2.2%）的股价大幅下跌。相反，芯片巨头三星电子上涨0.5%，而其同行SK海力士飙升2.7%。在经济方面，该国9月份的制造业BSI降至69，为10月份以来的最低水平，而亚行将韩国2024年的增长预测维持在2.5%，理由是半导体和汽车出口强劲。本周，基准指数将上涨，创下8月中旬以来的最大单周涨幅。

The benchmark KOSPI fell to around 2,667 points on Friday, reversing from a nearly 3% gain in the previous session, weighed down by losses in battery and health stocks. However, sharp gains in chipmakers and an upbeat session on Wall Street overnight, driven by strong corporate earnings and solid economic data, helped limit the declines. Among battery makers, LG Energy Solutions (-0.9%) and Samsung SDI (0.3%) led the losses. Additionally, health firms faced pressure, with sharp decreases seen from Samsung Biologics (-4.3%), Celltrion (-2.9%) and Alteogen (-2.2%). Conversely, chip giant Samsung Electronics rose 0.5%, while its peer SK Hynix surged 2.7%. On the economic front, the country’s manufacturing BSI dropped to 69 in September, its lowest since October, while the ADB maintained its 2024 growth forecast for South Korea at 2.5%, citing strong semiconductor and vehicle exports. Over the week, the benchmark index is set to rise, notching its biggest weekly gain since mid August.

2024年9月，制造业的商业调查指数（BSI）从上个月的71降至69。受生产放缓的推动，该数字为10月以来的最低水平（8月为81比84）。此外，财务状况（8月份80对81）有所缓解，而新订单（8月份78对77）和库存情况（8月份106对105）略有上升。

The Business Survey Index (BSI) for the manufacturing sector fell to 69 in September 2024, from 71 in the previous month. It pointed to the lowest figure since October, driven by a slowdown in production (81 vs 84 in August). Also, the financial situation (80 vs 81 in August) eased, while new orders (78 vs 77 in August) and inventory conditions (106 vs 105 in August) edged up.