周五，韩元兑美元汇率升至1371韩元左右，在最近的中档水平内走强。此前，政府于6月19日批准了30.5万亿韩元的第二次补充预算，其中包括20.2万亿韩元的新支出，用于现金发放和公共投资，以促进消费和支持弱势部门。代理财政部长Lee Hyoung-il还承诺密切监督外汇市场，理由是美国关税的不确定性和中东紧张局势加剧了波动。尽管面临全球压力，韩元还是从积极的财政措施中获得了暂时的支持。然而，在美韩关税谈判和全球利率预期转变之前，预计货币波动将继续。

The South Korean won strengthened to around 1,371 per dollar on Friday, firming within recent mid-range levels. This followed the government's approval of a KRW 30.5 trillion second supplementary budget on June 19, which includes KRW 20.2 trillion in new spending, devoted to cash handouts and public investment to boost consumption and support vulnerable sectors. Acting Finance Minister Lee Hyoung-il also pledged close oversight of FX markets, citing heightened volatility from US tariff uncertainties and Middle East tensions. Despite global pressures, the won found temporary support from proactive fiscal measures. However, currency volatility is expected to continue ahead of US–Korea tariff talks and shifting global interest rate expectations.

基准韩国综合股价指数周五上涨0.8%，至3000点左右，为三年半以来的最高水平，因为投资者的注意力转向了第二次补充预算的最终详细计划。政府提出了一项支持措施，其中包括增加总计222亿美元的拨款，其中111亿美元用于经济刺激，36亿美元用于中小企业，75亿美元用于弥补当前年度预算中的收入缺口。该计划将于6月23日提交国民议会，预计将于7月初获得批准，代金券分发计划于7月中旬开始。投资者认为，这些措施清楚地表明，在全球持续存在不确定性的情况下，政府致力于保持增长势头。在企业板块，SK海力士（2.3%）、LG能源解决方案（1.7%）和三星电子（0.3%）的涨幅显著。

The benchmark KOSPI rose 0.8% to around 3,000 on Friday, the highest level in three-and-a-half years as investor focus shifted toward the finalized detailed plans of the second supplementary budget. The government presented a support measure that includes increased allocations totaling $22.2 billion, including $11.1 billion for economic stimulus, $3.6 billion for small and medium-sized enterprises (SMEs), and $7.5 billion to cover revenue shortfalls in the current annual budget. The plan is set to be submitted to the National Assembly on June 23, with approval expected in early July and voucher distribution scheduled to begin by mid-July. Investors regarded the measures as a clear indication of the government’s commitment to maintaining growth momentum amid ongoing global uncertainties. On the corporate sector, notable gains were from SK Hynix (2.3%), LG Energy Solution (1.7%), and Samsung Electronics (0.3%).

2025年5月，韩国生产者通胀率同比放缓至0.3%，低于4月的0.8%，为2023年7月以来的最低水平。放缓的主要原因是制造业产品（-0.8%对4月份的-0.2%）、农业、林业和海洋产品（-1.7%对-1.3%）的价格大幅下跌，而电力、水和天然气价格（4.6%对5.7%）以及服务业（1.2%对1.5%）的价格上涨放缓。按月计算，生产者价格指数在上个月下跌0.2%后下跌0.4%。

South Korea’s producer inflation slowed to 0.3% year-on-year in May 2025, down from 0.8% in April and the lowest since July 2023. The moderation was mainly driven by a sharper decrease in prices for manufacturing products (-0.8% vs. -0.2% in April), agricultural, forestry & marine products (-1.7% vs. -1.3%), while price increases slowed for electricity, water, and gas prices (4.6% vs. 5.7%), and services (1.2% vs. 1.5%). On a monthly basis, producer prices slipped 0.4% following a 0.2% drop in the previous month.

基准韩国综合股价指数周四上涨0.19%，收于2977点，从早些时候的下跌中恢复过来，因为汽车和芯片制造商的强劲抵消了能源和金融公司的下跌。由于担心美国可能介入中东事务，投资者情绪仍然低迷。雪上加霜的是，韩国央行预测，短期内整体通胀率可能会略低于2%的目标。央行将这一前景归因于美国对中国商品征收新关税的可能影响，这可能会促使中国出口商将货物转移到地区市场，以避免华盛顿贸易措施的影响。上涨方面，SK海力士（0.20%）和现代汽车（0.73%）领涨，而三星电子（-1%）和KB金融集团（-0.37%）领跌。

The benchmark KOSPI rose 0.19% to close at 2,977 points on Thursday, recovering from the earlier losses as strength in autos and chipmakers offset the decline in energy and financial firms. Investor sentiment remained subdued amid concerns over potential U.S. involvement in the Middle East. Adding to the pressure, the Bank of Korea forecast that headline inflation will likely stay just below its 2% target in the near term. The central bank attributed this outlook to the possible effects of new U.S. tariffs on Chinese goods, which may prompt Chinese exporters to divert shipments to regional markets in order to avoid the impact of Washington’s trade measures. On the upside, notable gains were from SK Hynix (0.20%), and Hyundai Motor (0.73%), while losses were led by Samsung Electronics (-1%) and KB Financial Group (-0.37%).