South Korean market scene contrasting high food prices with stable fuel costs amid 2% inflation slowdown.
South Korean market scene contrasting high food prices with stable fuel costs amid 2% inflation slowdown.
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韩国1月消费者价格上涨2%,五个月来增速最缓

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韩国1月份消费者价格同比上涨2%,创五个月来最低增速。这一放缓部分归因于石油产品价格稳定,因为国际原油价格下跌,据政府数据。然而,一些农业和畜牧产品价格继续大幅上涨。

韩国的消费者价格指数——关键通胀指标——2026年1月同比上涨2%,为五个月来最低增速,也是自2025年8月1.7%涨幅以来最小涨幅,据数据统计部2月3日发布的数据显示。通胀此前从2025年9月至12月连续四个月超过韩国银行2%的目标。该部将1月份放缓主要归因于石油产品价格稳定,与去年同期基本持平。“基于迪拜原油的国际原油价格从去年1月的每桶约80美元跌至今年60美元区间,”该部官员李斗元表示。作为能源净进口国,韩国对全球价格冲击特别敏感,这些冲击往往推高国内通胀。2025年12月,石油价格同比跃升6.1%,为自2025年2月6.3%涨幅以来最大涨幅。农业、畜牧和渔业产品价格同比上涨2.6%,为9月以来最低增速,尽管大米(上涨18.3%)、苹果(10.8%)和鲭鱼(11.7%)等个别品项大幅上涨。鸡蛋价格因高致病性禽流感爆发导致产量减少而上漲6.8%。工业品价格上涨1.7%,电、气、水费上涨0.2%。加工食品价格从12月的2.5%加速至2.8%,方便面飙升8.2%——自2023年8月9.4%以来最快。“本月春节假期可能对农业、畜牧和渔业产品价格施加上行压力,但通过政府相关部门措施预计将有所稳定,”李斗元补充道。假期为2月16日至18日。剔除波动性食品和能源的核心通胀同比上涨2.3%。

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X上的反应主要来自新闻媒体和官方账户,报道韩国1月消费者价格同比上涨2%,为五个月来最低增速,由于石油价格稳定,尽管农产品价格出现上涨。情绪大多中性,有些人对数据准确性质疑,并有用户询问感知到的通胀情况。

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Illustration of South Korean market with rising prices and CPI graph amid oil-driven inflation.
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South Korea's consumer prices rise 2.2% in March amid surging oil prices

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South Korea's consumer prices rose 2.2 percent in March from a year earlier, government data showed Thursday. The increase, exceeding the government's 2 percent inflation target, was mainly driven by a surge in global oil prices due to prolonged Middle East tensions. It marks the steepest rise since December's 2.3 percent, according to the Ministry of Data and Statistics.

South Korea's consumer prices rose 2.6 percent year-on-year in April, up from March's 2.2 percent and the fastest pace in 21 months, driven by soaring fuel costs from the ongoing Strait of Hormuz disruption. Government data confirmed the figures.

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South Korea's producer price index rose 1.6 percent in March from the previous month, the fastest pace in about four years, Bank of Korea data showed Wednesday. The surge was driven by higher petroleum and chemical product prices amid rising global oil costs. Year-on-year, prices climbed 4.1 percent, the quickest increase since February 2023.

South Korea's real GDP jumped 1.7 percent in Q1 2026 from the prior quarter—the strongest growth in 5½ years—despite Middle East tensions, easily topping the Bank of Korea's 0.9 percent forecast on robust exports and steady domestic demand. Part of the rebound following 2025's modest 1% annual expansion (see prior article in series).

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Gasoline and diesel prices rose moderately in South Korea on Sunday as the government considers adopting a price cap system amid concerns over rising energy prices due to the escalating Middle East conflict. According to the Korea National Oil Corp., the nationwide average gasoline price reached 1,893.3 won ($1.27) per liter, up 3.9 won from the previous day, while diesel increased 4.8 won to 1,915.4 won per liter.

South Korea added 74,000 jobs in April, marking the slowest growth in 16 months amid higher oil prices and weaker consumer sentiment from the Middle East conflict.

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Japan's headline consumer price index rose 1.5% year-on-year in March, up from 1.3% in February and above the 1.4% market consensus. Core inflation, excluding fresh food, climbed to 1.8%, marking the first acceleration in five months. The data persists despite government subsidies aimed at curbing prices.

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