韩国出口额逼近日本

Group 1 - South Korea's export value is expected to historically approach Japan's, with the gap narrowing to less than $30 billion, raising high expectations in the South Korean industry for potentially matching or surpassing Japan for the first time [1] - From January to October this year, South Korea's total export amounted to $579.1 billion, while Japan's was $606.1 billion, marking the lowest recorded gap compared to the full year of 2024, which had a gap of $122.4 billion [1] - The improvement in South Korea's exports is heavily reliant on the semiconductor industry, as excluding this category would result in negative growth for overall exports this year [1] Group 2 - In the first eleven months of this year, South Korea's cumulative export value increased by 2.9% year-on-year, but exports of categories other than semiconductors declined by 1.5% [2] - In November, South Korea's semiconductor exports grew by 38.6% year-on-year, reaching a record high of $17.26 billion, accounting for 28.3% of total exports, the highest proportion this year [1] - The current export structure of South Korea is significantly concentrated on a single key category, with 10 out of 15 major export categories experiencing declines, indicating a potential vulnerability if the semiconductor market weakens [2]