产业复苏分化
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韩产业复苏分化加剧 半导体造船领跑
Shang Wu Bu Wang Zhan· 2026-02-02 08:58
Group 1 - The overall economic momentum in South Korea significantly slowed down last year, with industrial production growth reaching its lowest level in nearly five years [1] - Key export industries such as semiconductors and shipbuilding remained strong, driving industrial production, while the construction sector faced a substantial decline due to reduced investment, negatively impacting overall performance [1] - The new government focused on stabilizing the situation and implemented expansionary fiscal policies, such as distributing consumer vouchers, which stimulated domestic demand and led to a positive growth in retail sales for the first time in four years after three consecutive years of negative growth [1] Group 2 - The annual industrial production index grew by only 0.5% year-on-year, significantly lower than the previous year [1] - The service sector and equipment investment showed moderate recovery, but construction investment experienced the largest historical decline, indicating a clear disparity in recovery levels across industries [1]