冰美式变温水！日韩“史上最热”夏季，韩国央行预警热浪推高CPI

Core Insights - Extreme weather has emerged as a significant uncertainty impacting the South Korean economy, with warnings from the Bank of Korea regarding its potential effects [1][5] - Both Japan and South Korea experienced record-high summer temperatures, with Japan's average temperature from June to August rising by 2.36 degrees Celsius compared to historical averages, marking the hottest summer on record [1][3] - The ongoing heatwave is expected to persist, with forecasts indicating continued high temperatures in both countries into September [1][3] Weather Impact - Japan's average temperature for June to August reached a record high, with Tokyo experiencing over 23 days of temperatures exceeding 35 degrees Celsius [3] - South Korea issued heatwave warnings in 182 out of 183 regions, with significant drought conditions reported in Gangwon Province, leading to severe water shortages [4] Economic Consequences - The extreme heat has adversely affected agricultural sectors in both countries, particularly rice production in Japan, where prices have surged by 90.7% year-on-year [6] - The Bank of Korea's report highlighted that climate disasters are pushing up prices and weakening growth potential, with estimates indicating a 0.3 percentage point increase in the Consumer Price Index (CPI) for the third quarter due to recent extreme weather [6]