가계소득 급감 대기업 수출호황, 재벌 미국 40조 투자

Household income plunges, exports to lar

경기침체에 공급주도 경기부양으로 가계소득은 급감하고 대기업 수출은 늘고 재벌은 미국에 투자하며 원자재 가격 급등에 고물가 체제가 윤곽을 드러냈다.

2019년부터 진행된 경기침체에 대기업은 올해 1분기 영업이익이 급증했고, 가계소득은 급락하고 있다.

가계 재산소득은 1분기에 14.4% 줄었고, 2인이상 가구 근로소득(340만5천원)은 1년 전보다 3.5% 급감하며 4분기 연속 감소이다.

가계의 사업소득(76만7천원)은 1.6% 감소하며 2분기 연속 감소이고, 코로나 초기이던 지난해 2분기에 가계의 근로·사업·재산소득이 한꺼번에 감소한 상황으로 올해 1분기가 되돌아갔다.

100대 대기업은 2019년 1분기 17조원의 영업이익이 지난해 1분기에 48% 급감했다가 올해 1분기에 34조원으로 급등했다.

대기업 호황을 이끈 수출은 4월 월간 전년대비 41.2% 증가한 512억달러이고 수입은 33.9% 증가한 508억달러이다.

수출 증가는 4월에 반도체(29.0%), 승용차(75.2%), 석유제품(94.3%), 무선통신기기(69.2%), 자동차부품(98.4%), 선박(14.4%), 가전제품(90.6%) 등이다.

100대 기업 수출을 나타내는 해외 매출(전경련 집계)은 2016년(642조1천억원) 2018년(750조1천억원) 상승세가 2019년(734조2천억원) 2020년(693조1천억원)으로 감소하며 2019년부터 경기침체가 시작된 것으로 보인다.

수출은 코로나 이후 중국에 6개월 연속 증가(4개월 연속 20%이상 증가)에 미국과 유럽연합이 8개월 연속 증가로 집중되는 반면, 수입 증가는 중국(전년동월대비 증감률 19.5%) 미국(27.7%) 유럽연합(32.6%) 일본(21.4%) 중동(53.6%) 호주(56.0%) 베트남(36.5%) 등으로 확대되고 있다.

한미정상회담의 19일 방미 사절단에는 삼성전자 현대자동차 SK LG 등 4대 재벌 사장단이 문재인 대통령과 동행하며 40조원 규모 미국 투자를 예고했다.

OECD의 경제산업자문위원회(BIAC) 보고서는 회원국 경제단체 89%가 실업률 회복에 ‘내년말 이후(코로나 이전 수준)’로 나왔다고 전경련이 19일 밝혔다.

한국무역협회 국제무역통상연구원은 중국경제 통상정책 전망(2021-2025년)에 대해 ‘내수가 성장 주도, 수출은 보조’의 '쌍순환'에 의한 핵심 산업 외부 의존도 줄이기로 '혁신주도형 발전' 의 자립경제라며. 수출과 투자 의존의 외연적 경제성장 종식으로 통상 쟁점에서 미국 등 외부와 갈등구조가 더 고착화될 것으로 20일 전망했다.kimjc00@hanmail.net

Household income plunges, exports to large corporations boom, and Chaebol invest 40 trillion in the US

Due to the supply-led stimulus in the recession, household income sharply declined, exports to large corporations increased, chaebols invested in the United States, and the high price system was outlined in the surge in raw material prices.
Due to the recession that began in 2019, operating profits for large corporations surged in the first quarter of this year, and household income is plummeting.
Household property income decreased by 14.4% in the first quarter, and income from households with two or more people (3.45,000 won) dropped 3.5% from a year ago, falling for the fourth consecutive quarter.
The household's business income (767,000 won) declined 1.6% for two consecutive quarters, and the first quarter of this year returned to a situation where the household's labor, business, and property income decreased in the first quarter of last year during the early days of the coronavirus.
For the top 100 companies, operating profit of 17 trillion won in the first quarter of 2019 plunged 48% in the first quarter of last year and then soared to 34 trillion won in the first quarter of this year.
Exports that led the boom in large enterprises were $50.2 billion, up 41.2% year-on-year in April, and imports were $50.8 billion, up 33.9% from the previous year.
Exports increased in April for semiconductors (29.0%), passenger cars (75.2%), petroleum products (94.3%), wireless communication devices (69.2%), automobile parts (98.4%), ships (14.4%), and home appliances (90.6%). %), etc.
Overseas sales (total convulsions) representing the exports of the top 100 companies decreased from 2016 (642.1 trillion won) in 2018 (750 trillion won) to 2019 (734 trillion won) and 2020 (693 trillion won). The recession seems to have started in 2019.

Exports increased for 6 consecutive months to China after Corona (more than 20% increase for 4 consecutive months), while the U.S. and European Union increased for 8 consecutive months, while imports increased to China (19.5% year-on-year increase and decrease rate) and United States (27.7%). %) It is expanding to the European Union (32.6%) Japan (21.4%) Middle East (53.6%) Australia (56.0%) and Vietnam (36.5%).
On the 19th of the ROK-US summit meeting, four major chaebol presidents, including Samsung Electronics, Hyundai Motors, SK LG, and President Moon Jae-in announced an investment in the US of 40 trillion won.

The OECD's Economic Industry Advisory Committee (BIAC) report revealed on the 19th that 89% of economic organizations in member countries came out “after the end of next year (pre-corona level)” to recover the unemployment rate.
Regarding the prospect of China's economic and trade policy (2021-2025), the Korea International Trade Association Institute for International Trade and Trade decided to reduce the dependence on external core industries through the'double cycle' of'domestic demand growth, exports subsidiary'. It's an independent economy. It was predicted on the 20th that the conflict structure with outsiders such as the United States will be further fixed on the trade issue with the end of the external economic growth of export and investment dependence.

Top 100 Companies, Household Income, Moon Jae-in, Korean Mission to the US, Export-dependent Economic Growth, Export Booming, Independent Economy, Conglomerates, Korea-US Summit, Innovation-led Chinese Economy,Chaebo