韓國Q3經濟成長1.9%：半導體、汽車出口強勁 營建業仍陷寒冬
韓國2025年第三季地域內生產毛額（GRDP）增長1.9%，由半導體與汽車出口強勁驅動。然而，營建業連續六季萎縮，凸顯出口與內需市場的「K型復甦」態勢。
一半是火焰，一半是海水。韓國經濟在2025年第三季繳出亮眼成績單，但復甦呈現兩樣情。根據韓國統計廳週五公布的數據，受惠於半導體與汽車出口的強勁帶動，第三季地域內生產毛額（GRDP）較去年同期增長1.9%，增速遠高於前一季的0.6%，為經濟復甦注入一劑強心針。
製造業領軍 出口動能回溫
數據顯示，製造業是本季成長的主要引擎。首都圈的礦業與製造業產出年增率高達7%，遠超過全國平均的4.2%。韓國統計廳指出，半導體及電子零組件的生產表現尤其突出，加上汽車與船舶出口的穩定增長，共同支撐了整體經濟表現。
內需兩極化：服務業回暖 營建業萎縮
服務業也展現復甦跡象，全國產出年增2.2%。其中，批發及零售業增長了4.5%，連續兩季擴張。更值得注意的是，住宿及餐飲服務業在經歷了連續九個季度的萎縮後，本季終於轉為正成長，增長率為1.6%。
然而，並非所有產業都迎來春天。營建業持續掙扎，產值較去年同期大幅下滑7.3%，已是連續第六個季度衰退。不過，跌幅相較於第一季的12.3%已有所收窄，顯示最壞的時期可能已經過去。
儘管總體數據樂觀，但營建業的持續疲軟凸顯了國內房地產市場及相關金融領域的潛在風險。投資者應警惕，出口的強勁表現可能掩蓋了內需不振的結構性問題。
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