[SMM 분석] 7월 캐나다 황 및 황산 수출입 데이터

According to overseas industry media on September 7, citing official DRC data, state-owned artisanal cobalt buyer Entreprise Générale du Cobalt (EGC) exported 3,531 tonnes of contained cobalt, equivalent to about 9,948 tonnes of cobalt hydroxide, in the first half of 2026, ranking it as the country’s fifth-largest cobalt hydroxide exporter. Total contained cobalt exports from 21 DRC mining operators reached about 41,140 tonnes during the period. EGC also processed around 2,820 tonnes of traceable artisanal cobalt in H1, indicating that formalized artisanal mining is developing into a more stable commercial supply source. The company, owned by Gécamines, is responsible for formalizing the purchase and marketing of artisanal cobalt. As the DRC continues implementing export quotas and strengthening artisanal mining regulation, EGC’s role in the country’s cobalt supply chain is expanding. Authorities are also promoting designated artisanal mining zones, cooperative oversight, insurance and third-party certification to improve traceability, safety and international acceptance of artisanal cobalt.

CPCA 발표 데이터에 따르면 8월 승용차 신에너지 수출은 51만 8천 대로 전년 동기 대비 154.7% 증가했고 전월 대비 5.0% 감소했다. 신에너지차는 승용차 수출의 58.4%를 차지해 전년 동기 대비 18%포인트 상승했다. 이 중 순수 전기차는 신에너지 수출의 63.4%를 차지했다(전년 동기 66.0%). 8월 신에너지 수출 상위 업체는 BYD(18만 4,446대), 지리(6만 9,910대), 체리(6만 8,431대), 테슬라 중국(3만 6,119대), 창안자동차(2만 8,323대), 상하이자동차 승용차(2만 4,991대), 립모터(1만 8,255대), 상하이GM우링(1만 7,376대)이다.