Core Viewpoint - The South Korean government has set a 2.0% economic growth target for 2023 as part of its "2026 Economic Growth Strategy," focusing on strategic industries like semiconductors, defense, and biotechnology [1] Group 1: Economic Growth Strategy - The strategy aims to lay the foundation for a rebound in potential growth rates by supporting key industries and introducing tax incentives for personal comprehensive asset management accounts (ISA) [1] - A national sovereign fund will be established with an initial capital of approximately 20 trillion KRW to promote investment and innovation [1] Group 2: Growth Drivers and Concerns - The growth drivers identified include expanded exports, improved consumption, and a recovery in construction investment [1] - Experts express concerns over the economy's heavy reliance on the semiconductor cycle, warning that a slowdown in AI investment could prematurely end the semiconductor supercycle, leaving growth unsupported [1] Group 3: Structural Challenges - There are challenges in translating favorable export conditions into domestic demand, and the recovery in construction investment may face uncertainties in a high exchange rate environment [1] - Some scholars warn that the current national strategic industries are predominantly led by large enterprises, indicating a lack of effective "inclusive growth" methodologies [1]
韩国设2%增速目标 战略产业加码与增长隐忧并存
Shang Wu Bu Wang Zhan·2026-02-11 01:24