Trade deficit $9.5 billion doubling ever
무역적자가 8월에 95억달러 기록하며 5월부터 매월 두배씩 증가하고 반도체 수출이 –0.2%로 역성장했다.
관세청 통계는 8월 무역수지가 94억8700억달러 적자에서 수입이 28.2% 증가(전년동월대비) 661억4500만달러 수출은 6.6% 늘어난 567억5800만달러를 기록했다.
올해 무역적자는 1월 -49억달러 → 2월 10억2천만달러 → 3월 1억2천만달러 → 4월 -24억8천만달러 적자체제에서 5월 -15억9천만달러 → 6월 -25억달러 → 7월 -50억8천만달러 → 8월 -94억9천만달러로 매월 거의 두배씩 증가하고 있다.
반도체 수출은 26개월만에 -0.2% 감소로 전환했다.
수입급증(전월대비)은 ▲승용차(54.7%) ▲가전제품(14.5%) ▲원유(73.5%) ▲가스(117.1%) ▲석탄(132.3%)가 확연하고, ▲철광(-17.1%) 의약품(-27.6%)이 감소하며 호화사치성 승용차와 가전제품 수입이 증가했다.
무역적자국으로는 ▲중동 -99억7천만달러 ▲호주 -22억8천만달러 ▲일본 -18억2천만달러 ▲유럽연합 -4억7천달러다.
수입 증가국은 ▲중국(15.1%) ▲중동(94.4%) ▲미국(25.5%) ▲유럽연합(12.6%) ▲일본(0.2%) ▲호주(45.3%) 등이다.
수출 증가국은 ▲미국(13.6%) ▲유럽연합(7.3%) ▲대만(4.8%) ▲호주(156.8%) ▲중동(8.2%)이고, 감소국은 ▲중국(-5.4%) ▲베트남(-2.5%) ▲홍콩(-43.0%) 등이다.
수출 감소에서 가장 영향이 큰 중국은 이미 3개월 연속 감소에서 8월 감소폭이 더 컸다.
감소 품목은 한국의 주력 수출품이 집중돼 ▲메모리 반도체(-16.7%) ▲반도체 제조용 장비(-17.2%) ▲액정디바이스(-31.4) ▲무선통신기기(-75.1%) 등 첨단제품에서 집중 급감했다.
국제 유가 하락으로 배럴당 수입단가는 1월 81.8달러 → 2월 91.6달러 → 3월 98.4달러 → 4월 113.6달러 → 5월 110.7달러 → 6월 116.4달러 → 7월 118.4달러 → 8월 110.4달러로 나타나, 8월 단가가 4월보다 낮게 나와 물가상승과 무관하다.
윤석열 대통령은 15일 출근길에 “일단 서민들의 실질적 (소득) 하락을 가져오는 물가를 먼저 잡는 것이 우선이라는 기조가 일반적"이라며 "우리의 경상수지라든지, 외환보유고, 대외적인 재무 건전성은 아직도 국민들이 걱정하실 수준이 아니"라고 밝혔다. kimjc00@hanmail.net
Trade deficit $9.5 billion doubling every month Semiconductor export negative growth
-by Kim Jong-chan, political economy reporter
The trade deficit recorded US$9.5 billion in August, doubling every month since May, and semiconductor exports grew negatively by -0.2%.
Statistics from the Korea Customs Service showed that imports increased by 28.2% (year-on-year) from a deficit of USD 9.487 billion in August, and exports rose 6.6% to USD 56.758 billion. $4.9 billion → February: $1.02 billion → March: $120 million → April -$2.48 billion in deficit, May - $1.59 billion → June - $2.5 billion → July - 5 billion From $80 million to $9.49 billion in August, it is almost doubling every month.
Semiconductor exports turned to a -0.2% decline for the first time in 26 months.
The sharp increase in imports (from the previous month) was evident in ▲ passenger cars (54.7%) ▲ home appliances (14.5%) ▲ oil (73.5%) ▲ gas (117.1%) ▲ coal (132.3%), ▲ iron ore (-17.1%), and pharmaceuticals (-27.6%) decreased, and imports of luxury cars and home appliances increased.
As for the trade deficit, the Middle East - 9.97 billion dollars ▲ Australia -2.28 billion dollars ▲ Japan -1.82 billion dollars ▲ European Union - 470 million dollars. ▲ Middle East (94.4%) ▲ USA (25.5%) ▲ European Union (12.6%) ▲ Japan (0.2%) ▲ Australia (45.3%).
The countries with the increase in exports are the United States (13.6%), the European Union (7.3%), Taiwan (4.8%), Australia (156.8%), and the Middle East (8.2%). -2.5%) ▲ Hong Kong (-43.0%).
China, which has had the biggest impact on the decline in exports, saw the biggest decline in August after falling for the third straight month.
The decrease was concentrated in high-tech products such as memory semiconductors (-16.7%), semiconductor manufacturing equipment (-17.2%), liquid crystal devices (-31.4), and wireless communication devices (-75.1%), as Korea’s main export products were concentrated. .
Due to the drop in international oil price, the import price per barrel rose from $81.8 in January → $91.6 in February → $98.4 in March → $113.6 in April → $110.7 in May → 116.4 in June → $118.4 in July → $110.4 in August. The unit price in August is lower than in April, so it has nothing to do with inflation.
On his way to work on the 15th, President Yoon Seok-yeol said, “The general trend is to first catch the price level that causes a substantial (income) decline for the common people. It's not up to you," he said.
August Trade balance, Korea Customs Service, fall in international oil prices, memory semiconductors, trade deficit, inflation, negative semiconductor export growth, Seok-Yeol Yoon, decline in exports to China, luxury consumption