Group 1 - South Korea and the United States have reached an agreement on tariff and security negotiations, with South Korea's President Lee Jae-myung announcing the details on November 14 [1] - The agreement includes a commitment from South Korea to invest $350 billion in the U.S. and purchase $100 billion worth of energy products, leading to a reduction of tariffs from 25% to 15% [2][3] - The South Korean automotive industry is particularly affected, with exports of auto parts to the U.S. projected to reach $8.22 billion in 2024, accounting for 36.5% of total auto parts exports [2] Group 2 - In the third quarter of this year, Hyundai and Kia reported significant tariff expenses, with Hyundai's reaching approximately $12.4 billion and Kia's at around $1.23 billion, leading to a decline in operating profits of 29.2% and 49.2% respectively [3] - The South Korean government is pushing for the tariff reduction to be retroactive to November 1, with excess tariffs paid after this date to be refunded [3] - The investment plan includes $200 billion in cash investments and $150 billion for shipbuilding projects, with a commitment to optimize related systems for both U.S. commercial and military vessels to be built in South Korea [3] Group 3 - The Bank of Korea reported a GDP growth of 1.2% quarter-on-quarter and 1.7% year-on-year in the third quarter, marking the fastest growth since early 2024 [4] - The IMF has downgraded South Korea's economic growth forecast for this year from 2% to 0.9%, citing trade friction and weak domestic demand as major challenges [4][5] - Citibank predicts that South Korea's GDP growth could reach 2.2% by 2026, driven by strong semiconductor exports and weak energy prices, suggesting a stable economic outlook [5]
虽迟但到！韩美关税细则说明书公布 韩国经济吃下“定心丸”？
Di Yi Cai Jing·2025-11-14 05:47