경상적자 44억달러 제조업취업10만명청년13.7명감소

Current account deficit $4.4 billion Man

경상적자 44억달러 제조업 취업 10만명 청년 13.7만 감소

1분기에 경상적자 44억6천달러 적자로 연속 적자에서 제조업 취업자는 9만7천명이 줄고 60대에서만 44만명 증가하는 기형 경제 구조가 악화됐다.

한국은행의 올해 1분기 경상수지 44억6천만달러 적자는 수출 급감에 따라 1월(-42억1천만달러) 사상 최대 적자에서 2월(-5억2천만달러) 3월 상품수지가 -11억3천만달러 적자로 전년 동월보다 66억9천만달러 급감하며 지난해 5월 이후 11개월 연속으로 적자 체제다.

3월의 증가는 반도체 전기차 배터리의 미국 자본투자에 의한 배당소득수지 증가가 3월에 흑자(31억5천만달러)가 1년 전보다 28억6천만달러 증가로 보인다.

3월에 증가한 본원소득수지 흑자(36억5천만달러)는 전년 3월(10억4천만달러)보다 26억1천만달러 증가이고 배당소득수지 흑자(31억5천만달러)와 28억6천만달러 증가로 코로아 초기와 차이를 보인다.3월 금융계정 순자산(자산-부채)은 13억8천만달러 감소했다.자본 직접투자에서 3월에 내국인의 해외투자가 45억2천만달러, 외국인의 국내 투자도 26억4천만달러 증가로 해외투자가 2배 가량 높다.증권투자는 내국인의 해외투자가 30억2천만달러 증가이나 외국인 국내 투자가 33억3천만달러 감소해 투자 감소세가 두르러졌다.

수출 감소는 반도체, 화공품, 석유제품 등 주요 품목에서 7개월 연속 전년 동월 대비 감소세이고, 제조업 취업자는 4월에 9만7천명 줄며 4개월째 연속 감소이다.

통계청의 제조업 취업자 감소는 코로나 대유행 경기급감의 2020년 12월에 나온 11만명 감소 이후 28개월 만에 최대 감소폭을 보였다.

제조업 감소는 경제주력층인 40대 취업자가 10개월 연속 줄어들면서 4월에도 2만2천명 감소하고 청년층(15∼29세) 취업자에서도 6개월 연속 감소하며 4월에 13만7천명 줄어든 것으로 보인다.

연령층 취업에서 30대와 50대 취업자는 늘었으나, 4월 취업 증가는 숙박·음식점업(17만1천명)과 보건복지업(14만8천명)에 집중됐다.

취업자는 60세 이상에서 44만2천명 늘고 60대 이하는 8만8천명 감소하면서, 4월 실업자 통계는 80만4천명으로 5만9천명 감소하고 실업률이 2.8%로 0.2%p 감소롤 기록했다.

1분기(1∼3월) 경상적자 44억6천만달러 기록은 전년 1분기의 경상수지 148억8천만달러에서 무려 193억4천만달러 급감하며 나왔다.

서비스수지도 3월에 19억달러 적자이며 지난해 3월 1억7천만달러 흑자에서 1년 사이 수지가 20억8천만달러 줄며 적자가 됐다.3월의 수출은 564억달러로 작년 동기(3월)의 12.6%(81억6천만달러) 감소하며, 전년동기대비 감소세가 지난해 9월부터 7개월 연속이다.수출 감소는 반도체(-33.8%), 화학공업 제품(-17.3%), 석유제품(-16.6%), 철강 제품(-10.8%)이 주도했고, 중국(-33.4%), 동남아(-23.5%), 일본(-12.2%), EU(-1.2%)에 집중돼다.

한국 수출 증가는 승용차 수출액에서 전년동기대비 65.6% 증가이다.3월의 수입(575억2천만달러)은 전년동기대비 2.5%(14억7천만달러) 감소이다.수입 감소는 3월에 반도체(-10.8%) 자본재(-2.4%) 곡물(-17.3%) 가전제품(-3.5%) 소비재(-1.2%)에서, 원자재가 10.0% 감소하고 가스 석유제품 원유에서 감소율이 각 25.2%, 19.1%, 6.1%라서 경기후퇴를 반영했다. kimjc00@hanmail.net

Current account deficit $4.4 billion Manufacturing employment 100,000 youth 137,000 decrease

The current account deficit of 4.46 billion dollars in the first quarter worsened the deformed economic structure in which the number of employed in manufacturing decreased by 97,000 and increased by 440,000 only among those in their 60s.

The Bank of Korea's current account deficit of $4.46 billion in the first quarter of this year was the largest deficit in January (-4.21 billion dollars), February (-520 million dollars) and March goods balance -11 With a deficit of $300 million, it plunged $6.69 billion from the same month last year, and has been in the red for 11 consecutive months since May of last year.

The increase in March seems to be an increase in dividend income due to US capital investment in semiconductor electric vehicle batteries, and the surplus ($ 3.15 billion) in March increased by $ 2.86 billion from a year ago.

The primary income account surplus ($3.65 billion), which increased in March, increased by $2.61 billion from March of the previous year ($1.04 billion), and the dividend income account surplus ($3.15 billion) and 2.86 billion The increase in the dollar shows a difference from the beginning of Koroa. In March, net assets (asset-debt) of financial accounts decreased by $ 1.38 billion. Domestic investment also increased by US$ 2.64 billion, about twice as high as overseas investment. Securities investment showed a marked decrease in investment, with Koreans' overseas investment increasing by US$ 3.02 billion, but foreign domestic investment decreasing by US$ 3.33 billion.

The decrease in exports is a year-on-year decrease for 7 consecutive months in major items such as semiconductors, chemicals, and petroleum products, and the number of employed in the manufacturing industry decreased by 97,000 in April, a decrease for the 4th consecutive month.

The decrease in the number of employed in the manufacturing sector by the National Statistical Office was the largest decrease in 28 months since the decrease of 110,000 people in December 2020 due to the corona pandemic.

The decrease in the manufacturing industry seems to have decreased by 22,000 in April as the number of employed people in their 40s, the main economic class, decreased for 10 consecutive months, and the number of employed young people (15-29 years old) also decreased for 6 consecutive months, by 137,000 in April.

Among employment by age group, the number of those in their 30s and 50s increased, but the increase in employment in April was concentrated in the lodging and restaurant business (171,000) and health and welfare (148,000).

The number of employed increased by 442,000 among those aged 60 or older and decreased by 88,000 among those aged 60 or younger. The April unemployment statistics decreased by 59,000 to 804,000, and the unemployment rate recorded a decrease of 0.2%p to 2.8%. .

The record of a current account deficit of $4.46 billion in the first quarter (January to March) came with a sharp decline of $19.34 billion from the current account of $14.88 billion in the first quarter of the previous year.

The service balance also recorded a deficit of $1.9 billion in March, and from a surplus of $170 million in March last year, the balance decreased by $2.08 billion in one year, turning into a deficit.

Exports in March were $56.4 billion, down 12.6% ($8.16 billion) from the same period last year (March), and the year-on-year decrease was the seventh consecutive month since September last year.

The decline in exports was led by semiconductors (-33.8%), chemical products (-17.3%), petroleum products (-16.6%), and steel products (-10.8%), followed by China (-33.4%) and Southeast Asia (-23.5%). ), Japan (-12.2%), and EU (-1.2%).

The increase in exports to Korea is a 65.6% increase in passenger car exports compared to the same period last year.

Revenue for March ($57.52 billion) was down 2.5% ($1.47 billion) from the same period last year.

Imports declined in March in semiconductors (-10.8%) capital goods (-2.4%) grains (-17.3%) home appliances (-3.5%) consumer goods (-1.2%), raw materials fell 10.0% and gas petroleum products crude oil. The declines were 25.2%, 19.1%, and 6.1%, respectively, reflecting the economic recession.

1st quarter, economic recession, current account deficit, trade deficit, semiconductor exports, export decline, unemployment rate, manufacturing employment decline, exports to China, youth employment decline