Increased imports continued to transcend
수출 증가율이 1월 15.2%, 2월 20.6%에 수입 증가율 1월 35.3%, 2월 25.1%로 수입증가가 지속되며 운송요금이 급등해 운송수지가 흑자 전환하며 외국인 국내 주식투자는 급감했다.
1월 수출은 전년 동월대비 92억8000만 달러(19.8%) 늘어난 561억3천만 달러, 수입은 141억9000만 달러(34.4%) 늘어난 554억6천만 달러로 한국은행이 집계했다.
내국인의 해외 증권투자는 1월에 55억9천만 달러 증가해 코로나 초기 2020년 4월 이후 22개월 연속 증가이고, 외국인 국내 주식투자는 6억9천만 달러로 증가폭이 전달(31억7천만 달러)보다 1/5로 급감했다.
한국은행의 1월 경상수지 18억1천만달러 흑자는 운송수지 흑자 23억2천만 달러에 의존했다.
운송수지 폭증은 상하이컨테이너운임지수(SCFI)가 전년동월대비 76.5% 급등하며 1월에 전년동월대비 흑자 13억8천만 달러 확대됐고 역대 최고치를 기록했다.
1월 서비스수지는 운송수지가 흑자 전환하며 1년 전 9억3천만 달러 적자에서 4억5천만 달러 적자로 적자폭이 급감했다.
1월 상품수지는 전년동월 대비 49억 달러 감소이고, 에너지류 수입액은 전년동월대비 121.8% 증가 181억5천만 달러로 역대 최고치이다.
1월 수출은 석유제품(87.1%) 철강제품(39.1%) 반도체(23.7%) 승용차(2.9%) 증가이고 선박(-79.1%)은 감소이다.
1월 수입은 전년동기비 34.4% 증가에서 석탄이 213.8% 급증했고 원유(86.9%) 가스(187.4%) 석유제품(70.3%) 등 원자재에서 67.4% 증가이고 소비재 17.2% 자본재 6.8% 증가의 13개월 연속 증가이다.
관세청의 무역수지는 지난해 12월 5억달러 적자에서 올해 1월 48억3400만달러 적자로 커졌고, 2월에 반도체와 석유제품 수출 호조세로 8억4100만달러 흑자이다.
자본 유출입의 한국은행 통계는 1월에 외국인 국내 증권투자는 82억5천만 달러 증가 분 중에 주식투자가 6억9천만 달러 증가해 증가폭에서 지난해 12월의 31억7천만 달러에서 1/5로 급감했고, 대신 채권투자가 75억6천만 달러 증가해 증가폭이 전달의 30억9천만 달러에서 확대됐다.
내국인의 해외 증권투자는 55억9천만 달러 증가해 코로나 초기 2020년 4월 이후 22개월 연속 증가이며 주식은 48억4천만 달러 증가의 압도적 비중이고 주식 증가는 2019년 9월 이후 29개월 연속이다.
내국인의 해외 채권 투자는 1월 7억5천만 달러 증가해 전달 19억5천만 달러보다 증가폭 2/5 급감이다.kimjc00@hanmail.net
Increased imports continued to transcend exports, resulting in a surplus in transportation balance
Export growth rate was 15.2% in January and 20.6% in February, import growth rate was 35.3% in January and 25.1% in February.
Exports in January increased by $9.28 billion (19.8%) to $56.13 billion, and imports increased by $14.19 billion (34.4%) to $55.46 billion in January, according to the Bank of Korea.
Overseas securities investment by Koreans increased by $5.59 billion in January, which is the 22nd consecutive month of increase since April 2020 in the early stages of the coronavirus. It decreased sharply to 1/5.
The Bank of Korea's current account surplus of $1.81 billion in January was dependent on a surplus of $2.32 billion in transportation.
The surge in the transportation balance was recorded as the Shanghai Container Freight Index (SCFI) surged 76.5% from the same month a year ago, and the surplus expanded by $1.38 billion in January compared to the same month of the previous year, reaching an all-time high.
In January, the deficit in the service account fell sharply from a deficit of $933 million a year ago to a deficit of $450 million as the transportation account turned to a surplus.
In January, the balance of goods decreased by USD 4.9 billion compared to the same month of the previous year, and imports of energy products increased by 121.8% compared to the same month of the previous year to reach an all-time high of USD 18.15 billion. Exports in January were petroleum products (87.1%) and steel products (39.1%) Semiconductors (23.7%), passenger cars (2.9%) increase, and ships (-79.1%) decrease. In January imports increased by 34.4% from the same period a year earlier, coal surged 213.8%, crude oil (86.9%), gas (187.4%) and petroleum It was the 13th consecutive month of increase in raw materials such as products (70.3%) and 67.4%, and consumer goods (17.2%) and capital goods (6.8%).
The trade balance of the Korea Customs Service grew from a deficit of $500 million in December last year to a deficit of $4.834 billion in January of this year, and in February reached a surplus of $841 million thanks to strong exports of semiconductors and petroleum products. Foreign domestic securities investment increased by $ 690 million during the month of the $ 8.25 billion increase in stock investment, which sharply decreased to one-fifth from $ 3.17 billion in December of last year. Instead, bond investment increased by $ 7.5 billion. An increase of $60 million, the increase expanded from $3.09 billion in the previous month. Domestic investment in overseas securities increased by $5.59 billion, an increase of 22 months in a row since April 2020, in the early stages of the coronavirus, with stocks of $4.84 billion It is the overwhelming proportion of the increase, and the stock increase is the 29th consecutive month since September 2019.
Foreign bond investment by Koreans increased by $750 million in January, an increase of two-fifths from $1.95 billion in the previous month.
Current account balance, trade balance, Shanghai container freight index SCFI, service balance, import increase, export transcendence, transportation balance, bond investment, Bank of Korea, overseas securities investment