공기업 조선 이익급감 중국, IT증가 미국의존 양분

SOE shipbuilding profits plummet China,

원자재가 상승의 3분기에 영업이익 감소가 공기업(-3조6792억원·69.1%↓), 서비스(-1조293억원·15.8%↓), 조선·기계·설비(-9893억원·47.2%↓), 에너지(-961억원·23.5%↓) 등에서 중국 영향을 보였고 IT 이익증가는 미국 의존으로 양분됐다.

기업평가사이트 CEO스코어가 국내 259개 기업 조사에서 IT전기전자 업종의 올해 3분기 누적 영업이익은 54조9265억원으로 전년동기의 34조9978억원보다 56.9% 증가했다.

3분기 세계기업은 분석한 니혼게이자이는 미국 애플이 62%, 구글 모회사 알파벳이 68% 이익이 폭증하며 거대 미국 IT기업의 호실적 행진이 펼쳐졌다고 16일 보도했다.

니케이는 이익 증가율이 유럽에선 자원과 소재 업종 중심으로 58% 증가이며, 일본은 소재 산업과 해운업종 등에서 46% 증가로 밝혔다.

대우조선해양의 3분기 매출은 9597억원에 영업손실 190억원, 당기순손실 545억원로 적자이고, 삼성중공업은 매출액 1조4854억원 영업손실 1102억원의 적자이다.

현대중공업그룹의 중간지주사 한국조선해양은 3분기 매출 3조5579억원에 영업이익 1417억원으로 흑자전환했다.

3분기 실적이 가장 좋은 삼성전자는 사상 최대 분기 매출(73조9792억원)과 역대 둘째 분기 영업이익(15조8175억원)를 냈으나, 8일 실적 발표 3일만에 주가는 6만9천원으로 하락했다.

삼성전자 주가는 1월 11일 9만1천원에서 30% 가량 낮아졌고, 보고서는 4분기 이후 내년에도 메모리 반도체 가격이 계속 하락할 것으로 나왔다.

코로나 1년 동안 주가가 4배 이상 급등한 셀트리온헬스케어의 3분기 매출액과 영업이익은 각각 4,091억원, 220억원으로 전년 동기대비 각각 11.7%, 82.8% 감소했다.
니케이는 중국에 대해 “코로나 초기 유행의 작년 3분기에 세계 주요 지역 가운데 유일하게 중국 기업의 순이익이 증가했으나 올해는 당국의 규제 강화와 원자재 가격 상승 등이 맞물리며 이익 증가세에 제동이 걸렸다”며 “중국 기업의 3분기 순이익 증가율은 1%대로 횡보했다”고 밝혀, 한국 기업의 이익 감소가 중국 기업의 영향으로 보인다.kimjc00@hanmail.net

SOE shipbuilding's sharp decline in profits is dictated by China's dependence, while IT profit growth is bisected by dependence on the US

In the third quarter of the rise in raw material prices, operating profit decreased by public corporations (-3,679.2 billion won, 69.1%↓), services (-1,293 billion won, 15.8%↓), shipbuilding, machinery and equipment (-989.3 billion won, 47.2%↓) ) and energy (-96.1 billion won, 23.5%↓) showed dependence on China, while IT profit growth was divided into dependence on the US.

According to CEO Score, a company evaluation site, in a survey of 259 domestic companies, the accumulated operating profit in the third quarter of this year was 54,926.5 billion won, up 56.9% from 34,997.8 billion won in the same period last year.

As for Nihon Keizai, which was analyzed by global companies in the third quarter, it was reported on the 16th that Apple of the United States and Alphabet, the parent company of Google, recorded a jump in profits by 62% and 68%.

Nikkei said that the profit growth rate in Europe increased by 58% mainly in the resources and materials industry, and in Japan, it increased by 46% in the materials industry and the shipping industry.

Daewoo Shipbuilding & Marine Engineering's 3Q sales were 959.7 billion won, operating loss of 19 billion won, and net loss of 54.5 billion won, while Samsung Heavy Industries recorded a loss of 1.48 trillion won in sales and 110.2 billion won in operating loss.

Korea Shipbuilding & Marine Engineering, an intermediate holding company of Hyundai Heavy Industries Group, turned to black with an operating profit of 141.7 billion won and 3.557.9 trillion won in sales in the third quarter.

Samsung Electronics, which had the best performance in the third quarter, posted record-high quarterly sales (73,979.2 billion won) and operating profit (15,817.5 billion won) in the second quarter of all time, but its share price fell to 69,000 won three days after announcing its results on the 8th. did.

The share price of Samsung Electronics fell by 30% from 91,000 won on January 11, and the report suggests that memory semiconductor prices will continue to decline after the fourth quarter next year.

Celltrion Healthcare's 3Q sales and operating profit, which have more than quadrupled in the past year, recorded 409.1 billion won and 22 billion won, respectively, down 11.7% and 82.8% year-on-year, respectively.

Regarding China, Nikkei said, “In the third quarter of last year during the early corona outbreak, the net profit of Chinese companies was the only one among major regions in the world to increase, but this year, the increase in profits was stopped due to tightening regulations by the authorities and rising raw material prices. The company's net profit growth rate in the third quarter was about 1% sideways,” he said.

3Q results, IT, public corporations, US IT, Samsung Electronics, Celltrion, operating profit, raw materials, shipbuilding, China