Photorealistic illustration of South Korea's record current account surplus, showing banknotes, semiconductor chips, and national landmarks.
Photorealistic illustration of South Korea's record current account surplus, showing banknotes, semiconductor chips, and national landmarks.
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韩国3月录得创纪录的经常账户盈余

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韩国央行报告称,受半导体出口强劲增长的推动,韩国3月份经常账户盈余达到373.3亿美元,创下有史以来单月最高纪录。

3月份的经常账户盈余较2月份的231.9亿美元大幅上升。这也是自2023年5月以来连续第35个月实现盈余。

出口额同比增长56.9%,达到创纪录的943.2亿美元。半导体和IT产品的出货量引领了这一增长。进口额则增长17.4%,至约592.4亿美元。

得益于BTS在首尔和高阳举办的演唱会,旅游账户录得1.4亿美元的盈余。这是自2014年11月以来的逾11年内首次出现此类盈余。韩国央行的一位官员指出,中东局势的紧张可能会影响4月份的数据,但不太可能改变整体趋势。

人们在说什么

社交平台X上的用户对韩国创纪录的经常账户盈余反应积极,将其与人工智能驱动的半导体出口联系起来,并指出这可能提振韩元汇率,同时也有少数人质疑这种增长是否具有可持续性,还是仅为一次性现象。

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Illustration of South Korea's semiconductor exports contributing to record current account surplus with ships, chips and financial graphs.
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South Korea posts second-largest current account surplus in April

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The Bank of Korea reported that the current account surplus reached $28.29 billion in April, the second-largest on record, driven by semiconductor exports.

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.

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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.

South Korea's industrial output, retail sales and facility investment all rose from a month earlier in March, official data showed on April 30. It marked the first time since September that all three indicators posted on-month growth. A ministry official said the Middle East crisis has not yet impacted the economy.

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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).

South Korea's K-pop album exports hit a record $120 million in the first quarter of 2026, customs data showed. Shipments surged 159 percent from a year earlier, marking the first time quarterly exports exceeded $100 million. The United States emerged as the largest market.

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