韓国銀行は、半導体輸出の好調を背景に、3月の経常収支が373億3000万ドルとなり、月間として過去最大を記録したと発表した。
3月の経常収支黒字は、2月の231億9000万ドルから大幅に増加しました。これにより、2023年5月以降35ヶ月連続の黒字となりました。輸出は前年同月比56.9％増の943億2000万ドルと過去最高を記録しました。この成長は半導体やIT関連製品の出荷が牽引しました。輸入は17.4％増の約592億4000万ドルでした。旅行収支は、ソウルと高陽でのBTSコンサートの影響を受け、1億4000万ドルの黒字となりました。これは2014年11月以来、約11年ぶりの黒字です。韓国銀行の関係者は、中東情勢の緊張が4月の数値に影響を与える可能性はあるものの、全体的な傾向を大きく変える可能性は低いとの見方を示しました。
Xのユーザーは、韓国の過去最大の経常収支黒字に対し、AI需要に伴う半導体輸出の好調と関連付け、韓国ウォン高への期待感を示す一方で、この急増が持続可能なものか、あるいは一時的なものかという懐疑的な見方も一部で見られた。
🇰🇷 BREAKING: South Korea March current account surplus surges to $373.3B from $231.9B, crushing expectations. A massive beat that signals strong trade and investment flows. KRW and KOSPI likely to react. Can this momentum hold?
— Dino breaking news (@DinoLeadingNews) 2026年5月7日
$EWY $KORU AI supercycle effect
— zohm (@zohmbastic) 2026年5月7日
S. Korea March current account posts largest monthly surplus on record https://t.co/2HAXw86c4M
🇰🇷 South Korea's current account surplus hit $373.3B in March, smashing expectations. KRW getting a boost. But is this a one-off spike or a sustainable recovery? Export trends in April will be key. #SouthKorea #CurrentAccount #KRW
— GlobalFlash (@GlobalFlash_Cam) 2026年5月7日
South Korea's economy is thriving, posting its largest-ever monthly current account surplus in March, driven by robust exports, particularly in semiconductors. This marks the seventh consecutive month of surplus, reflecting the country's strong global competitiveness.
— Tegu breaking news. (@tegufy_news) 2026年5月7日
🔴 South Korea's current account surplus in March hit $373.3B, beating expectations. Positive for economy, supports KRW and investor sentiment.
— X News (@XNewsGlobalEn) 2026年5月7日
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South Korea recorded its largest-ever monthly current account surplus of $23.19 billion in February, according to Bank of Korea data. The figure was driven by a semiconductor upcycle and robust exports. It sharply exceeded January's $13.26 billion and surpassed the previous record of $18.7 billion set in December 2025.
South Korea's exports exceeded $85.89 billion in April, topping $80 billion for the second consecutive month. The figure jumped 48 percent from a year earlier, driven by robust semiconductor shipments. The trade surplus reached $23.77 billion, marking the second straight month above $20 billion.
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South Korea's exports rose 36.7 percent year-on-year to a record $25.2 billion in the April 1-10 period, fueled by strong semiconductor demand. Korea Customs Service data showed imports up 12.7 percent to $22.1 billion, resulting in a $3.1 billion trade surplus.
South Korea's real GDP jumped 1.7 percent in Q1 2026 from the prior quarter—the strongest growth in 5½ years—despite Middle East tensions, easily topping the Bank of Korea's 0.9 percent forecast on robust exports and steady domestic demand. Part of the rebound following 2025's modest 1% annual expansion (see prior article in series).
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Government data shows that outbound online sales by South Korean businesses reached a record 3.02 trillion won in 2025, marking the third consecutive year of growth. This represents a 16.4 percent increase from the previous year. Sales rose notably in the United States and China, but fell in ASEAN countries.
Leading online lender KakaoBank reported record first-quarter earnings on Wednesday due to one-off income. Net profit for January-March rose 36.3 percent year-on-year to 187.3 billion won ($128.4 million). The company attributed the gain to its investment in Indonesian digital bank Superbank's recent listing.
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South Korea's savings banks recorded a combined net profit of 417 billion won (US$278 million) in 2025, turning from a loss the previous year. The recovery was driven by a 455 billion won drop in loan-loss reserves and falling delinquency rates.