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.

周一，基准韩国综合股价指数上涨0.57%，至约3207点，在投资者对韩国与美国的贸易谈判重新感到乐观的情况下，从上周的下跌中反弹。韩国国家安全顾问魏圣洛周末离开华盛顿，这是他两周来的第二次访问，这支持了韩国经济的复苏。在美国总统唐纳德·特朗普8月1日敲定贸易协议或实施高额关税的最后期限之前，首尔加强了高层外交接触。韩国当局重申了加快谈判的承诺，旨在避免实施可能对半导体、汽车和钢铁等关键出口行业产生不利影响的惩罚性贸易措施。在企业板块，韩华航空航天（1.45%）、斗山能源（1.31%）和三星电子（1.04%）领涨，而三星生物制品（-0.67%）和现代汽车（-0.48%）则出现亏损。

The benchmark KOSPI rose 0.57% to approximately 3,207 on Monday, rebounding from last week’s losses amid renewed investor optimism over South Korea’s trade negotiations with the US. The recovery was supported by the departure of National Security Adviser Wi Sung-lac for Washington over the weekend—his second visit in two weeks—as Seoul ramps up high-level diplomatic engagement ahead of US President Donald Trump’s August 1 deadline to finalize a trade deal or implement steep tariffs. South Korean authorities reaffirmed their commitment to expediting negotiations, aiming to avert the imposition of punitive trade measures that could adversely affect critical export sectors, including semiconductors, automobiles, and steel. In the corporate sector, Hanwha Aerospace (1.45%), Doosan Enerbility (1.31%), and Samsung Electronics (1.04%) led the charge, while losses were seen from Samsung Biologics (-0.67%) and Hyundai Motor (-0.48%).

周五，韩元兑美元汇率稳定在1390左右，接近5月以来的最低水平，因为投资者在国内需求复苏延迟的情况下保持谨慎。5月份，大多数行业的零售销售普遍疲软，而建筑投资停滞不前，工业生产下降，特别是在关键的采矿和制造业。尽管劳动力市场显示出整体弹性，但关键行业的失业现象依然存在。从外部来看，不断恶化的贸易条件、美国关税和全球不确定性也继续给韩元带来压力。尽管如此，政府表示消费者信心有所改善，并希望即将推出的消费券将促进消费。投资者现在正关注在曼谷举行的EMEAP会议，韩国央行行长李昌镛将在会上与地区同行会面，讨论通货膨胀和金融稳定问题。他的言论可能预示着韩国央行的政策方向，市场正在关注进一步宽松的迹象。

The Korean won held steady at around 1,390 per dollar on Friday, remaining near its lowest level since May, as investor sentiment stayed cautious amid delayed recovery in domestic demand. Retail sales in May were generally weak across most sectors, while construction investment stagnated and industrial production declined, particularly in the key mining and manufacturing industries. Although the labor market has shown overall resilience, job losses persist in key sectors. Externally, worsening trade conditions, US tariffs, and global uncertainty also continue to strain the KRW. Nevertheless, the government cited improved consumer sentiment and hopes upcoming consumption coupons will boost spending. Investors are now eyeing the EMEAP meeting in Bangkok, where Bank of Korea Governor Rhee Chang-yong will meet with regional counterparts to discuss inflation and financial stability. His remarks may signal the BOK’s policy direction, with markets watching for hints of further easing.