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。
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) 2026年4月22日
1분기 GDP, 전기 대비 1.7% 성장…한은 전망치 두 배
— 💙유미💙🇰🇷🐹🐰🍀 (@kkommi6) 2026年4月23日
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
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) 2026年4月23日
由 AI 报道 AI 生成的图像
The Bank of Korea reported on June 9 that real GDP rose 1.8 percent in the first quarter from the previous quarter. This marks the fastest quarterly growth in more than five years.
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.
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South Korea's industrial output, retail sales and facility investment all rose from a month earlier in March, official data showed on April 30. It marked the first time since September that all three indicators posted on-month growth. A ministry official said the Middle East crisis has not yet impacted the economy.
Statistics Korea reported on May 29 that industrial output fell 0.6 percent in April from March, with retail sales and facility investment also dropping 3.6 percent each.
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India's economy expanded 7.8 percent in the March quarter, beating forecasts and lifting full-year growth for fiscal 2026 to 7.7 percent. The result was supported by strong private investment and consumption.
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.