韩国1月份企业信心悲观，因建筑和钢铁行业持续低迷

Group 1 - The core sentiment of businesses in South Korea remains pessimistic due to the ongoing downturn in the construction and steel industries, with the Business Survey Index (BSI) for January reported at 95.4, indicating that pessimists outnumber optimists [1][5] - The manufacturing sector's BSI outlook for January is 91.8, slightly down from the previous forecast of 91.9 [2][6] - Within the manufacturing sector, the BSI for the steel industry is 85.2, while the BSI for the refining and petrochemical industries is 86.2 [3][7] Group 2 - The non-manufacturing BSI outlook is 98.9, with the construction and transportation sectors reporting BSIs of 85.7 and 95.7, respectively [4][8] - The downturn in the construction and steel industries has negatively impacted related sectors such as metal processing, leading to a contraction in overall manufacturing sentiment [4][8] - Despite expectations for economic growth in South Korea to improve by 2026, business sentiment has not yet recovered, and there is a call for government support in restructuring core industries like petrochemicals and steel, as well as alleviating financial burdens on energy and raw material-related companies [4][8]