（原标题：韩国经济副总理：经济复苏势头良好将推进资本市场与房地产政策改革） 据韩国《纽西斯》1月29日报道，韩国经济副总理兼财政经济部长具允哲当日在采访中总结了政府 过去8个月的经济工作成果，并阐述了未来政策方向。他指出，去年政府成立初期虽面临一季度经济负 增长等困难局面，但通过稳定心理、追加预算等措施，使经济增速从上半年的0.3%大幅升至下半年的 1.7%，并实现了2025年全年1%的增长，出口额突破7000亿美元，股市也创下历史新高。得益于半导体 行业快速复苏，2026年经济增长率有望达到2%。他同时也坦承，由于资产差距扩大、企业两极分化、 青年就业疲软等问题，普通民众的"体感经济"复苏仍然滞后，政府将着力出台更具包容性的政策。在政 策方面，政府将推进资本市场"胡萝卜加大棒"改革，一方面提高退市门槛清退不良企业，另一方面扩大 技术企业上市支持，推动市场先进化。关于房地产政策，明确将结束多套住房转让税优惠措施，并表示 将就强化财产保有税广泛听取民意，以改善资源分配结构并减轻政策执行过程中的社会负担。 ...

经济学家伊戈尔（002922）加夫兰指出，存款激增主要因本地缺乏黄金、房产等替代投资渠道，且资本 市场低迷。他强调，银行以极低利率吸纳存款后，通过放贷或境外投资获利，而存款者实际收益微薄， 资金也未有效注入本国实体经济。(驻波黑使馆经商处) 波黑《独立报》1月29日报道。波黑中央银行数据显示，截至2025年11月，国内居民存款总额达367.9亿 马克，其中居民部门存款一年内增长20.3亿马克(增幅11.8%)，交易账户存款增幅显著(16.8%)。全国存 款总额年增长率为10.6%，货币供应量同期增加37.4亿马克。 ...

波黑媒体Biznis1月29日报道。波黑联邦能源、矿业和工业部长拉基奇表示，因俄罗斯天然气工业股份 公司(Gazprom)提高对波黑出口价格，当地天然气费用将相应上调3.99%。拉基奇指出，此次调价凸显了 推进"南部互联"天然气管道建设的必要性。他强调，过去3个计费周期内天然气价格曾多次下调，本次 涨幅低于此前累计降幅，预计新价格将从2026年2月起执行。(驻波黑使馆经商处) ...

Core Viewpoint - Bosnia and Herzegovina's total external debt has slightly decreased from its peak of 9.73745 billion marks in 2021, but remains high at 9.23 billion marks in Q4 2024, indicating ongoing economic pressure from debt levels [1] Debt Overview - The total external debt has fluctuated over the past five years, increasing from 8.14 billion marks in 2019, with a rebound in 2024 compared to 8.92 billion marks in 2023 [1] - The external debt distribution shows that the Republic of Srpska holds approximately 4 billion marks, while the Federation of Bosnia and Herzegovina has about 5 billion marks, and the Brčko District and national institutions account for around 93.4 million marks [1] Sources of Debt - The majority of the debt is owed to international financial institutions and bilateral creditors, with the European Investment Bank being the largest creditor at 2.54 billion marks, followed by the International Bank for Reconstruction and Development (1.4 billion marks) and the International Development Association (955 million marks) [1] - In terms of bilateral debt, Bosnia and Herzegovina owes Japan 132.16 million marks and the German Development Bank 99.39 million marks, along with debts to Spain, Poland, and Serbia [1] Economic Impact - Although the external debt has decreased from its peak, the current debt levels continue to exert long-term pressure on the economy [1]

Core Insights - The European Commission's latest assessment report on Bosnia and Herzegovina warns that approximately 50% of the country's railway infrastructure is in a "dangerous and outdated" condition [1] - The report emphasizes the need for Bosnia to align its domestic regulations with the EU's Fourth Railway Package, focusing on opening the railway transport market and separating infrastructure management from transport operations [1] Industry Overview - Bosnia's railway freight volume has significantly declined over the past decade, dropping from 8.8 million tons in 2017 to 5.8 million tons by 2025, representing a decrease of over 30% [1] - The Federation of Bosnia and Herzegovina Railways acknowledges that this decline has resulted in passenger and freight revenues being insufficient to cover long-term investment gaps, creating a vicious cycle [1] Investment Opportunities - Economic analyst Zoran Pavlovic highlights that the EU has allocated funds for regional railway modernization, but Bosnia must first complete market liberalization and operational mechanism reforms [1] - The Federation of Bosnia and Herzegovina Railways admits that long-term underinvestment has led to the continued degradation of infrastructure, with some sections only able to operate at reduced speeds [1]

Core Insights - Bosnia and Herzegovina's electricity imports are projected to reach 628.9 million marks in 2025, doubling from 312.6 million marks the previous year, with a net increase of approximately 316 million marks [1] - Electricity exports have risen to 868.8 million marks but remain below the historical level of over 1 billion marks [1] Group 1: Import and Export Dynamics - The significant increase in electricity imports is attributed to insufficient domestic coal supply, climate impacts on hydropower generation, and a decline in thermal power capacity [1] - The country has transitioned from being a net electricity exporter to a significant importer, indicating a shift in energy dynamics [1] Group 2: Pricing and Policy Changes - Both entities in Bosnia and Herzegovina have raised electricity prices multiple times since last year, with the federal region implementing a tiered pricing system in September and the Republika Srpska announcing a 10% increase in residential electricity prices and a 6% increase for industrial prices effective February next year [1] - Management issues in thermal power production are highlighted as an urgent concern, alongside uncontrollable natural factors affecting hydropower [1] Group 3: Long-term Stability Concerns - The stability of the energy system in Bosnia and Herzegovina is facing long-term challenges due to the current reliance on electricity imports and the management of thermal production [1]

Core Viewpoint - The meeting of the inter-ministerial working mechanism for promoting the integration of domestic and foreign trade was held to implement Xi Jinping's important instructions on this integration and to summarize the work during the 14th Five-Year Plan period while planning for the 15th Five-Year Plan period and key tasks for 2026 [1] Group 1 - The meeting focused on summarizing the integration work of domestic and foreign trade during the 14th Five-Year Plan period [1] - The meeting aimed to research the goals and tasks for the 15th Five-Year Plan period [1] - Key work for 2026 was also discussed and deployed during the meeting [1]

据韩联社1月20日报道，此前韩专业机构发布的《RE1002024年度报告书》显示，2024年韩国183家 RE100(100%使用再生能源)成员企业中，有70家认为在筹措再生能源方面遇到困难，较两年前激增 80%，主要体现为费用高、调配手段不足等。近日，韩国经济人协会(韩经协)制定《激活RE100的20项 政策课题》并提交给韩国气候能源环境部，建议减轻企业通过电力购买合同(PPA)自发电企业直接购买 电力时，除电价本身外的输配电网使用费、电力产业基础基金等附加费用。韩经协还建议扩大PPA适用 范围、引进多对多合同方式等，特别是保障中小、中坚企业的参与和使用。韩经协经济产业本部长李相 浩(音)表示，当前全球信用评级、投资机构将企业减碳举措作为主要评价标准，低碳供应链的重要性日 益凸显，韩国政府应进一步完善制度和政策支援，助力企业维持国际竞争力。 ...

Core Insights - South Korea's patent applications reached 267,997 in the previous year, marking a 5.9% increase, making it the fourth country to surpass 260,000 annual patent applications after Japan, the United States, and China [1] Group 1: Patent Application Growth - The information technology and communication sector, including artificial intelligence, saw a significant increase of 21.1% in patent applications, totaling 27,033 [1] - The secondary battery sector experienced a growth of 14.4%, with 10,624 patent applications filed [1] Group 2: International Patent Submissions - South Korean companies increased their overseas patent submissions by 17.6%, reaching a total of 67,025 [1]

Group 1 - The overall economic momentum in South Korea significantly slowed down last year, with industrial production growth reaching its lowest level in nearly five years [1] - Key export industries such as semiconductors and shipbuilding remained strong, driving industrial production, while the construction sector faced a substantial decline due to reduced investment, negatively impacting overall performance [1] - The new government focused on stabilizing the situation and implemented expansionary fiscal policies, such as distributing consumer vouchers, which stimulated domestic demand and led to a positive growth in retail sales for the first time in four years after three consecutive years of negative growth [1] Group 2 - The annual industrial production index grew by only 0.5% year-on-year, significantly lower than the previous year [1] - The service sector and equipment investment showed moderate recovery, but construction investment experienced the largest historical decline, indicating a clear disparity in recovery levels across industries [1]