Ekspor Lithium Karbonat Chili Turun Bulanan tapi Naik Tahunan, China Tetap Pembeli Utama

An official from the Department of Consumption Promotion of the Ministry of Commerce commented on China's consumer market in May 2026. As China's consumer market undergoes structural optimization and upgrading, household consumption is shifting from being dominated by goods to a balance of goods and services. From January to May, total retail sales of social consumer goods and services increased by 2.8% YoY (the same hereinafter); total retail sales of consumer goods reached RMB 20.6 trillion, up 1.4%, of which retail sales of consumer goods excluding automobiles grew 2.7%; and service retail sales rose 5.4%. In May, the domestic retail penetration rate of NEVs reached 62.9%, setting a new record high. Big data from the Ministry of Commerce shows that from January to May, sales of smart glasses on key platforms grew 2.8 times, sales of handheld photography equipment increased 24.2%, sales of smart blood glucose meters rose 14.7%, and sales of organic food were up 3.6%.

Pada Mei 2026, impor kobalt mentah Tiongkok sekitar 673 ton, turun 50% MoM dan naik 3% YoY; ekspor kobalt mentah sekitar 370 ton, naik 70% MoM dan turun 88% YoY.

Pada Mei 2026, impor produk antara hidrometalurgi kobalt Tiongkok mencapai sekitar 2.584 metrik ton dalam berat fisik, naik 107% MoM dan turun 95% YoY, di mana impor dari DR Kongo sekitar 2.066 metrik ton dalam berat fisik, naik 119% MoM dan turun 96% YoY.