韩媒：经济萎缩，韩国陷入“K型复苏”

Group 1 - The core viewpoint of the articles highlights the divergence between the stock market performance and the underlying economic indicators in South Korea, indicating a "K-shaped recovery" where certain sectors, particularly semiconductors, are thriving while others, like small businesses and construction, are struggling [1][2][3] - The KOSPI index rose by 1.89% on the day, driven by large semiconductor stocks, but economic indicators showed weakness, with a projected GDP decline of 0.3% quarter-on-quarter in Q4 2025 and a year-on-year growth of only 1% [1] - The GDP growth rate for 2025 is expected to be between 1.0% and 1.9% according to major institutions like the IMF and OECD, which is significantly lower than the potential growth rate of 1.8% [2] Group 2 - The manufacturing sector saw a year-on-year decline of 1.5%, while the electricity, gas, and water supply sector dropped by 9.2%, and construction shrank by 5%, indicating widespread economic challenges [1] - The negative contributions from domestic demand and net exports, which are both at their lowest since Q1 2003, raise concerns about structural imbalances in the economy [1][2] - The global trade dynamics, currency fluctuations, price instability, and supply chain uncertainties are identified as significant external risks, with government policy responses lagging behind these challenges [3]