4月30日发布的官方数据显示，韩国三月份的工业产出、零售销售和设备投资均较上月有所增长。这是自去年9月以来，这三项指标首次实现同步环比增长。该部官员表示，中东危机目前尚未对韩国经济产生影响。
根据数据统计部4月30日发布的数据，韩国三月份工业生产环比微升0.3%，连续第二个月实现增长。作为经济支柱的采矿和制造业产出增长了0.3%，主要得益于汽车、其他运输设备及机械行业的拉动。尽管受人工智能热潮推动，全球对半导体需求持续强劲，但由于2月份曾出现28.2%的激增，受基数效应影响，三月份半导体产量下降了8.1%。受二月下旬爆发的中东冲突影响，精炼石油产品产量下滑了6.3%。
衡量私人消费的零售销售额增长了1.8%。其中，服装等半耐用品销售额增长0.3%，家电等耐用品销售额大幅增长9.8%，而食品饮料等非耐用品销售额则下降了1.3%。
设备投资增长1.5%，主要受到运输设备支出增长5.2%的支撑。该部官员Lee Doo-won表示：“尽管存在中东战争，但整体生产趋势依然保持完好。”并补充说，相关影响预计会在四月和五月显现。他指出，在经历了三年的疲软之后，消费“似乎正在触底并开始复苏”。
X平台上的讨论主要集中于新闻媒体报道韩国自去年9月以来，工业产出、零售销售和设备投资首次出现同步环比增长的情况。交易员们注意到了一些具体的经济指标，如工业产出环比增长0.3%，零售销售环比增长1.8%，略低于预期。一些用户强调了中东危机对未来经济可能产生的影响。
$EWY $KORU
— zohm (@zohmbastic) 2026年4月29日
S.KOREA MARCH INDUSTRIAL OUTPUT +3.6% YR/YR (REUTERS POLL +3.8%) - STATS OFFICE
S.KOREA MARCH INDUSTRIAL OUTPUT S/ADJ +0.3% MTH/MTH (REUTERS POLL +0.8%) - STATS OFFICE
S.KOREA MARCH SERVICE SECTOR OUTPUT S/ADJ +1.4% MTH/MTH - STATS OFFICE
S.KOREA MARCH RETAIL SALES… https://t.co/WWQPmEcG3C
South Korea's production, consumption, and investment have all increased in March, marking the first 'triple increase' in six months. However, the conflict in the Middle East is expected to impact the economy starting in April.
— Tegu breaking news. (@tegufy_news) 2026年4月29日
[1보] 3월 산업생산 0.3%·소비 1.8%·투자 1.5% '트리플 증가' https://t.co/EN3G4Bwo37
— 연합뉴스 (@yonhaptweet) 2026年4月29日
(2nd LD) Industrial output, retail sales, facility investment gain ground in March https://t.co/xd6wlopzzu
— Yonhap News Agency (@YonhapNews) 2026年4月29日
Industrial output, retail sales, facility investment gain ground in March https://t.co/E0g16JIAsy
— Yonhap News Agency (@YonhapNews) 2026年4月29日
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 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).
由 AI 报道
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 exports surged 50.4 percent year-on-year to $53.3 billion in the first 20 days of March, driven by strong semiconductor demand. Korea Customs Service data showed a trade surplus of $12.1 billion for the period.
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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.
South Korean stocks opened sharply higher on March 24 amid hopes of easing Middle East tensions, following U.S. President Donald Trump's announcement of talks with Iran and a five-day postponement of strikes. The KOSPI index rose 4.25% at open, reaching 5,602.08, up 3.63%, after 15 minutes of trading.