尽管受到中东局势紧张的影响，韩国2026年第一季度实际GDP较上一季度增长了1.7%，为五年半以来的最强劲增长，轻松超过了韩国银行（Bank of Korea）0.9%的预期，主要得益于出口强劲和国内需求平稳。这是继2025年1%的温和年度增长后的反弹（详见本系列前篇报道）。
韩国银行周四发布的初步数据显示，2026年1月至3月的实际GDP较2025年第四季度增长1.7%，是自2020年第三季度增长2.2%以来的最佳季度表现，几乎是韩国银行此前预测值的两倍。
受半导体需求推动，出口额激增5.1%，创下自2020年第三季度以来的最快增速。私人消费增长0.5%，政府支出增长0.1%，设施投资增长4.8%，建筑投资增长2.8%。
与去年同期相比，GDP增长了3.6%，较2025年第四季度的1.6%大幅提升。实际国民总收入（GDI）环比增长7.5%，创下自1988年第一季度增长8%以来的最高水平。
韩国银行在2月曾预测2026年全年增长率为2%，但上周曾警示称，中东地区的冲突可能会导致今年经济表现不及预期。
社交媒体平台X上关于韩国2026年第一季度GDP增长1.7%的讨论，重点关注该数据远超预期，并创下五年多来的最快增速，增长动力主要来自强劲的半导体出口和国内需求，尽管中东局势存在紧张。讨论氛围大多持积极态度，强调了经济的韧性、对区域稳定可能带来的利好，以及对市场的乐观影响，同时也有人肯定了政府政策的作用，并指出了通胀风险。
🇰🇷
— U.S.A.I. 🇺🇸 (@researchUSAI) Abril 22, 2026
Finally, an Asian powerhouse shaking off the slump...
South Korea's GDP surges 1.7% in Q1, marking a return to growth.
The rebound ends a rough patch of contraction, fueled by exports and domestic demand amid global trade tensions.
Steady gains could bolster regional… https://t.co/UM6YG57VRb
Despite global uncertainties, South Korea's economy grew at its fastest pace in 5.5 years, driven by strong exports and domestic demand. The Bank of Korea reported a 1.7% increase in GDP for the first quarter of 2026, signaling resilience in the face of international challenges.
— Tegu breaking news. (@tegufy_news) Abril 22, 2026
1분기 GDP, 전기 대비 1.7% 성장…한은 전망치 두 배
— 💙유미💙🇰🇷🐹🐰🍀 (@kkommi6) Abril 23, 2026
한은 ‘1분기 실질 GDP’ 속보치 발표
22분기 만 최고치…수출 5.1% 증가
민간소비 0.5%…정부소비는 0.1%
건설투자 2.8%…부진 흐름서 회복https://t.co/TClthPJu0c pic.twitter.com/zXENVFn2je
Asian growth surge stealing the show - Korea Q1 GDP +1.7% q/q blowout, Aussie PMIs flipping to expansion. Risky asset friendly. But Iran tanker intercepts and Middle East chaos keep oil and haven demand on standby. NQ/ES should fly on Asia data but watch geopolitical premium.
— Trade Manager (@TradeM_PRO) Abril 23, 2026
South Korea's GDP growth rate rebounded to 1.7% in the first quarter, marking a significant recovery from the previous quarter's contraction. This growth is attributed to the government's policies, according to Finance Minister Gu Yoon-cheol.
— Tegu breaking news. (@tegufy_news) Abril 23, 2026
由 AI 报道 AI 生成的图像
South Korea's industrial output rose 2.5% in February from the previous month, the fastest growth in five years and eight months. Government data showed retail sales unchanged while facility investment jumped 13.5%. The Middle East crisis has had minimal impact so far.
South Korea's exports are projected to grow nearly 13% in Q1 2026 to around $180 billion, building on January's record performance and fueled by strong global semiconductor demand linked to the AI surge, according to the Export-Import Bank of Korea.
由 AI 报道
Major global investment banks have upgraded their forecasts for South Korea's 2026 economic growth. Citing an upcycle in the global semiconductor industry, the average outlook now stands at 2.1%. This is more optimistic than the Bank of Korea's 1.8% projection and the government's 2% forecast.
South Korea's inflation-adjusted home prices fell 1.6 percent in the third quarter of 2025 from a year earlier, ranking 47th among 56 major economies. This marks the 13th consecutive quarter of on-year contraction. Data from the Bank of Korea and the Bank for International Settlements shows prices have been declining since the third quarter of 2022.
由 AI 报道
South Korea's consumer prices rose 2 percent year-on-year in January, marking the slowest pace in five months. The slowdown was partly due to stable petroleum product prices, as international crude oil prices fell, according to government data. However, prices for some agricultural and livestock products continued to surge sharply.
South Korea recorded its largest-ever monthly current account surplus of $23.19 billion in February, according to Bank of Korea data. The figure was driven by a semiconductor upcycle and robust exports. It sharply exceeded January's $13.26 billion and surpassed the previous record of $18.7 billion set in December 2025.
由 AI 报道
South Korea's exports reached $86.13 billion in March, breaching the $80 billion mark for the first time ever. According to data from the Ministry of Trade, Industry and Resources, this represents a 48.3 percent increase from a year earlier. Record semiconductor shipments drove the surge.