Group 1 - South Korea's exports saw a significant decline in September, with a year-on-year decrease of 10.6% for the first 20 days, raising concerns for the trade-dependent economy [1] - In contrast, the overall import value increased by 9.9%, resulting in a trade surplus of $1.89 billion [1] - Semiconductor exports, a key driver for this year's exports, grew by 27%, following a 30% increase in August, while automotive exports rose by approximately 15% [4] Group 2 - The imposition of a 15% general tariff by the U.S. on South Korean goods has created challenges for exporters, particularly affecting petrochemical products due to weak global demand [4] - Despite the tariffs, smartphones and laptops remain unaffected, although there are warnings that tariffs may extend to semiconductors [4] - The uncertainty in the market is exacerbated by recent diplomatic tensions following the detention of over 300 South Korean workers at a battery plant in Georgia, complicating trade negotiations between Seoul and Washington [4]
美国关税冲击显现 韩国9月早期出口同比下降近11%
Zhi Tong Cai Jing·2025-09-22 02:18