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美韩贸易协定代价显现 韩国8月出口增长恐放缓至三个月最低
Zhi Tong Cai Jing·2025-08-27 06:42

Group 1 - The core viewpoint of the articles indicates that South Korea's export growth is expected to slow down in August due to the impact of increased tariffs from the Trump administration's trade agreement [1][2] - According to a survey of nine economists, South Korea's exports are projected to rise by 3.0% year-on-year in August, a decrease from the 5.8% increase in July, marking the lowest growth in three months [1] - Despite strong demand for semiconductors supporting exports for the third consecutive month, the growth rate is the lowest in three months, with semiconductor exports surging by 29.5% [1] Group 2 - The trade agreement with the Trump administration has reduced external uncertainties to some extent, but the impact of tariffs is expected to lead to a continued decline in South Korea's exports to the U.S. [2] - August imports are expected to decrease by 0.1%, reversing the 0.7% growth seen in July, while the median trade surplus is projected to narrow to $5.42 billion from $6.61 billion in the previous month [2] - South Korea's trade data for August is scheduled to be officially released on September 1 at 8 AM Beijing time [2]