무역적자 전년비2배 반도체40%수출급감‘인접국홀대'

Trade deficit doubled year-on-year, semi

무역적자가 올해 40일간 전년대비 2배 증가하며 176억달로 규모에 반도체 수출은 40%가 급감하며 인접국 홀대에 의한 고물가 저성장 경제 정책 한계를 드러냈다.

관세청의 2월 1~10일 무역수지는 49억7100만달러 적자로, 올해 1월 1일부터 40일간 무역적자는 176억2200만달러이고, 전년동기 87억1900만달러 무역적자에 비해 2배로 폭증했다.

수출은 2월 1~10일 수출액(잠정치)이 176억1700만달러로 지난해 같은 기간보다 11.9% 증가했으나 조업일수가 1년 전보다 2일 늘어나, “조업일수로 일평균 수출액은 14.5% 감소했다”고 관세청이 13일 밝혔다.

최대 주력인 반도체 수출이 이달 10일간 -40.7% 급감했고, 지난달에도 D램·낸드플래시 등 메모리반도체 수출은 44.5%(48억1천만달러) 급감하며, 특히 반도체 제조장비는 수입이 -19.1% 급감하고, 정밀기기(-8.7%)도 수입이 감소했다.

대중국 수출은 1월에 전년대비 31.4% 급감에서 2월 10일 동안 13.4% 감소한데 이어 대만도 22.8% 감소했다.

수출 증가는 2월 10일간 미국(48.0%), 유럽연합(53.3%), 베트남(2.3%) 등 권역에 한정됐고, 제품도 석유제품(28.8%), 승용차(166.8%), 선박(3.9%) 등에서만 작년 같은 기간보다 늘어나는 편중세가 커졌다.

수입 감소세는 중국(-10.3%), 일본(-3.9%) 등에 집중됐고, 수입증가는 미국(31.9%), 유럽연합(14.1%), 사우디아라비아(30.3%) 등에 가스 수입이 급증하고 자동차 수출 비중이 167% 급증하는 인접국 홀대 편중 구조가 반영됐다.

2월 1~10일 수입액은 작년 동기대비 16.9% 늘어난 225억8800만달러로, 원유(44.9%) 가스(86.6%) 반도체(3.4%)가 증가했다.

이 기간 수출은 전년 동월대비 16.6% 감소해 462억7000만달러이며, 4개월 연속 감소이면서 2020년 5월(-23.7%) 이후 2년 10개월 만에 월간 최대 감소폭을 보였다.

무역적자는 지난해 3월부터 지난 1월을 넘어 2월까지 12개월 연속 적자 기록이며, 수입물가 상승에서 고물가와 저성장 체제의 고착을 보인다.kimjc00@hanmail.net

Trade deficit doubled year-on-year, semiconductor exports plummeted by 40% ‘neighboring countries neglected’

-by Kim Jong-chan, political economy reporter

The trade deficit doubled year-on-year in 40 days this year to reach $17.6 billion, while semiconductor exports plummeted by 40%, revealing the limits of high-price and low-growth economic policies caused by negligence in neighboring countries.

The Korea Customs Service's trade balance from February 1 to 10 was $4.971 billion, and the trade deficit for 40 days from January 1 this year was $17.622 billion, doubling the trade deficit of $8.719 billion in the same period last year. exploded

Exports (preliminary value) from February 1 to 10 were $17.617 billion, an increase of 11.9% from the same period last year, but the number of working days increased by 2 days from a year ago. The Korea Customs Service announced on the 13th.

Semiconductor exports, the largest flagship product, plunged -40.7% in the 10 days of this month, and memory semiconductor exports such as DRAM and NAND flash plunged 44.5% (US$ 4.81 billion) last month. In particular, semiconductor manufacturing equipment imports plummeted -19.1%. and precision equipment (-8.7%) also saw a decrease in imports.

Exports to China fell 13.4% in the first 10 days of February from a 31.4% year-on-year plunge in January, followed by a 22.8% drop in exports to Taiwan.

The increase in exports was limited to the United States (48.0%), European Union (53.3%), and Vietnam (2.3%) for the first 10 days of February. ), etc., the bias increased compared to the same period last year.

The decrease in imports was concentrated in China (-10.3%) and Japan (-3.9%), while the increase in imports was in the United States (31.9%), the European Union (14.1%), and Saudi Arabia (30.3%), as gas imports surged and automobile exports increased. This reflected the neglected structure of neighboring countries, where the share increased by 167%.

Imports from February 1 to 10 were $22.588 billion, up 16.9% from the same period last year, with crude oil (44.9%), gas (86.6%) and semiconductors (3.4%) increasing.

During this period, exports decreased by 16.6% year-on-year to $46.27 billion, which was the fourth consecutive month of decline and the largest monthly decrease in 2 years and 10 months since May 2020 (-23.7%).

The trade deficit is a record of 12 consecutive months of deficit from March of last year to February beyond last January, and shows the fixation of high inflation and low growth system in import price increase.

High inflation, low growth, trade balance, trade deficit, continuous trade deficit, semiconductor exports, semiconductor manufacturing equipment, import price increase, passenger car export bias, neighboring countries, trade with China