자동차 한국 급락 일본 상승, 생산감소 재고증가

Automobile Korea plunge, Japan rise, pro

기업들의 체감경기가 집중 하락하며 자동차가 급락했으나 일본의 산업지수는 자동차가 크게 상승했고, 한국은 산업생산이 감소 지속이고 재고는 증가했다.

한국은행의 기업경기실사지수(BSI)가 제조업 업황BSI(84)에서 전달에 비해 7p 하락해 지난해 2월(82) 이후 최저치이며, 자동차가 –24p 급락했다.

일본 경제산업부의 산업생산지수(2015=100)은 2월에 전월보다 0.1% 상승한 95.8로3 개월 만에 상승했고, 자동차가 10.9% 상승 2개월 만에 증가했다.

한국은행은 경기 기대감을 나타내는 전망BSI 지수가 모든 산업 업황에서 5p 하락해 83이라고 31일 발표했다.

통계청의 '2월 산업활동'은 전산업생산이 전월보다 0.2% 감소하며 2개월 연속하락했다.

제조업 출하 반도체(3.4%) 석유정제(2.5%)가 늘었으나 재고 증가로 반도체(5.5%), 기계장비(8.2%) 증가했고 재고율(재고/출하비율)은 116.0%로 전월보다 3.4%p 상승했다.
제조업 생산은 반도체, 전자부품 등에서 늘며 전월보다 0.5% 증가했으나, 제조업 평균 가동률은 77.5%로 전월보다 0.9%p 하락했다.
광공업 생산이 전월대비 0.6% 증가이나 기계장비(-9.3%)가 대폭 감소하고 반도체 10.1% 증가에 휴대폰 디스플레이 등 전자부품(5.6%)에 호황이 집중됐다.

제조업 출하는 기계장비(-5.7%) 1차금속(-3.6%) 감소에 반도체(3.4%) 석유정제(2.5%) 증가의 격차가 커졌다.

설비투자는 운송장비(선박 포함, -17.9%) 급감에 기계류(특수산업용기계 포함, -1.2%) 감소로 전월대비 5.7% 감소이다.

설비투자 감소는 코로나 초기인 2020년 2월(-6.5%) 이후 최대 감소 폭이다.

건설기성은 건축(-8.5%)과 토목(-8.5%)이 감소했고, 건설 수주는 토목(철도 포함, 24.9%)에서 증가했으나 건축(공장 창고 등, -19.5%)이 감소하며 전년 동월 대비 13.0% 감소했다.
경기 예측의 선행지수 순환변동치는 0.3p 하락하며 8개월째 정체 상태이고 현재의 동행지수 순환변동치는 0.2p 상승하며 5개월 연속 오름세이다.

일본 산업생상지수는 15개 산업 중 5개 산업이 상승했고, 항공기 부품 생산이 증가한 운송 기계 산업이 강세이다.kimjc00@hanmail.net

Automobile Korea plunge, Japan rise, production decrease, inventory increase

Automobiles plummeted due to a intensive decline in corporate sentiment, but automobiles in Japan's industrial index rose sharply. In Korea, industrial production continued to decline and inventories increased.

The Bank of Korea's business due diligence index (BSI) fell 7p from the previous month in the manufacturing sector BSI (84), the lowest since February of last year (82), and automobiles plunged -24p.

Japan's Ministry of Economy, Trade and Industry's industrial production index (2015=100) rose 0.1% from the previous month to 95.8 in February, the first increase in three months, and automobiles increased by 10.9% in two months.

The Bank of Korea announced on the 31st that the outlook BSI index, which indicates economic expectations, fell 5p in all industries to 83.

Statistics Korea's 'industrial activity in February' showed the decline in all industrial production by 0.2% from the previous month, falling for the second month in a row.

Manufacturing shipments of semiconductors (3.4%) and petroleum refining (2.5%) increased, but semiconductors (5.5%) and machinery (8.2%) increased due to an increase in inventories. Manufacturing production increased by 0.5% from the previous month as semiconductors and electronic parts increased, but the manufacturing average utilization rate was 77.5%, down 0.9%p from the previous month. Mining and industrial production increased 0.6% from the previous month, but machinery and equipment (-9.3%) The boom was concentrated in electronic components (5.6%), such as cell phone displays, following a sharp decline and a 10.1% increase in semiconductors.

In manufacturing shipments, the gap between the decline in machinery and equipment (-5.7%) and primary metals (-3.6%) increased and the increase in semiconductors (3.4%) and petroleum refining (2.5%) widened.

Facility investment fell 5.7% MoM due to a sharp drop in transportation equipment (including ships, -17.9%) and a decrease in machinery (including special industrial machinery, -1.2%).

The decrease in facility investment is the largest decline since February 2020 (-6.5%), the early stage of the corona virus.

As for construction completion, construction (-8.5%) and civil engineering (-8.5%) decreased, and construction orders increased from civil engineering (including railroad, 24.9%), but construction (factory warehouse, etc., -19.5%) decreased compared to the same month of the previous year. It decreased by 13.0%. The cyclical variability of the leading index of the economic forecast fell 0.3p and remained stagnant for the 8th month.

In Japan's Industrial Productivity Index, 5 out of 15 industries rose, and the transportation machinery industry, which increased production of aircraft parts, is strong.

Business due diligence index BSI, semiconductor boom, production decline, leading index, Japanese industrial production, Japanese aircraft parts industry, automobile, inventory increase, manufacturing utilization rate, experienced economy