韩国产业通商资源部周二表示，今年前11个月韩国出口创下历史新高，并誓言将努力在明年全年保持上 升势头。 根据韩国产业通商资源部的数据，今年前11个月的总出口额达到6401亿美元，比去年同期增长2.9%， 再创历史新高。 由于半导体、汽车、船舶、生物保健产品、计算机等领域的需求强劲，今年全年韩国的出口额有望首次 突破7000亿美元。 韩国产业通商资源部表示，由于人工智能芯片和数据中心的强劲需求，半导体出口今年四次创下单月新 高，而由于欧洲、俄罗斯和其他地区的强劲需求，尽管受到美国关税的影响，汽车出口仍在1月至11月 创下历史新高。 韩国产业通商资源部负责贸易和投资的副部长Kang Gam-chan表示："从6月份开始，韩国的出口连续6 个月呈现增长态势，截至12月22日，累计出口额已经超过了2024年创下的6836亿美元的年度最高纪 录。" 韩国产业通商资源部负责贸易和投资的副部长Kang Gam-chan表示："从6月份开始，韩国的出口连续6 个月呈现增长态势，截至12月22日，累计出口额已经超过了2024年创下的6836亿美元的年度最高纪 录。" 他补充说："这反映了韩国企业在美国关税等出口困难的情况下，仍 ...

Core Viewpoint - South Korea's export landscape has shifted significantly, with China and ASEAN overtaking the U.S. as the top two export markets in the second half of the year, primarily due to the impact of U.S. tariff policies [1][3]. Export Performance - In the first half of the year, South Korea's total export value reached $334.7 billion, showing a slight year-on-year decline of 0.03%. However, exports in July increased by 5.9% to $60.82 billion, followed by a 1.3% growth in August to $48.4 billion [1]. - In the first half, South Korea's exports to the U.S. amounted to $62.18 billion, a decrease of 3.7% year-on-year, while exports to China and ASEAN were $60.49 billion and $57.61 billion, respectively [3]. - By July, South Korea's exports to China reached $11.05 billion, making it the largest market, while exports to ASEAN were $10.91 billion, and exports to the U.S. dropped to $10.33 billion [3]. Market Diversification - The shift in export dynamics is attributed to South Korea's efforts to diversify its trade relationships in response to the uncertainties created by U.S. tariff policies. This includes a focus on increasing exports to ASEAN [4]. - Following the election of President Lee Jae-myung, there has been a push to reduce reliance on the U.S. market, which has been seen as a source of pressure due to tariff measures [4]. Investment Climate - Recent events, including U.S. inspections of South Korean companies, have raised concerns about the investment climate in the U.S., leading many South Korean firms to reconsider their investment plans in the U.S. market [5]. - A survey indicated that 10 out of 14 South Korean companies are contemplating adjustments to their U.S. project plans, with predictions that the automotive sector may shift investments to more stable regions like Latin America, Europe, or the Middle East [5]. Trade Agreements - In light of the current trade uncertainties, South Korea is also revisiting its interest in joining the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), which aims to enhance economic integration in the Asia-Pacific region [6].

Core Insights - South Korea's exports in May decreased by 1.3% year-on-year, totaling $57.27 billion, marking the first decline since January [1] - Semiconductor exports surged by 21.2% year-on-year, reaching $13.8 billion, setting a record for the month [1] - Mobile phone exports increased by 30%, contributing to a 3.9% rise in wireless communication equipment exports, amounting to $1.3 billion [1] - Biopharmaceutical exports grew by 4.5% to $1.4 billion, while shipbuilding exports rose by 4.3% to $2.2 billion [1] - Conversely, automotive exports fell by 4.4% to $6.2 billion, with exports to the U.S. plummeting by over 30% due to the impact of Hyundai Motor Group's new factory in Georgia [1] - Exports of petroleum products and petrochemicals dropped significantly, by 20.9% and 20.8% respectively, totaling $3.6 billion and $3.2 billion [1]