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新加坡华侨投资基金管理有限公司:对华对美出口双降 韩国外贸显露疲软信号
Sou Hu Cai Jing· 2025-07-22 03:58
Group 1 - South Korea's exports fell by 2.2% year-on-year in July, totaling $36.1 billion, reflecting uncertainty in the global trade environment [1] - Exports to China, South Korea's largest trading partner, decreased by 5.9% to $6.88 billion, while exports to the U.S. also declined by 2.1% to $6.42 billion, indicating a trend of reduced cross-border trade due to fluctuating trade policies [1][3] Group 2 - The semiconductor industry showed strong performance, with exports rising by 16.5% to $7.89 billion, becoming a key pillar supporting foreign trade [3] - The automotive sector also experienced growth, with exports increasing by 3.9% to $3.63 billion, highlighting the irreplaceable role of South Korea's high-end manufacturing in the global supply chain [3] Group 3 - Exports of petroleum products faced a significant decline of 17.5%, totaling $2.52 billion, indicating ongoing weakness in energy demand [3] - The structural adjustments in manufacturing and technology sectors are reshaping corporate decision-making, with some manufacturers altering production plans to mitigate risks and tech companies shifting towards high-value-added products [6] Group 4 - Despite the positive data from semiconductors and automobiles, the continuous demand shrinkage in key markets raises concerns about the overall export engine's stability in a complex global trade environment [6] - The reliance of the South Korean economy on foreign trade is highlighted by the ongoing weakness in traditional energy exports, making the stability of export performance a critical observation point for the second half of the year [6]