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Խ : 2011-08-26 10:36:25

ȸ : 3054 

 

, ‧Ȳ ȸǡ (8.7)

 

ȹ 1, ȸ , ѱ ֿ , ּ ο 8.7() ڸſ ϶ Ͽ ‧Ȳ ȸǸ , Ȳ ϰ

 

̱ ſ ϶, Ȯ ɼ ΰǸ鼭 Ҿ

 

Ư ָ ſ򰡱 Ĵ Ǫ(S&P) ̱ ſ AAA AA+ ϸ ҾȽɸ Ȯ

・ ̷ ְ ū ϶ϰ, ڻ ȣ ڱݽ Ÿ鼭 ä ޷ġ ũ

ֿ䱹 ְ(8.2~5 ,%): (̱)5.7, ()9.1, ()10.3, (߱)2.9, (ȫ)7.6, (̰)6.9, (ȣ)8.8 (ѱ)10.5

 

Ȳ ȸǿ ȹ 籹 ſ򰡻 S&P ̱ ſ 츮 ġ ̶ ǰ .

 

・ 츮 ֽĽ  ĥ ܱ Ұ ̳,

ӵǴ 帧 ο ΰ ũ ɷ ǹ⿡ ĥ ſ

 

, 籹 ȮǼ ͸ ý ȭϰ, ߻ ִ Ȳȭ ü踦 ϸ鼭 ȹ̶ .

 

û, Ȱα û ΰ(11.5 ) ǥ(7.28)

 

11 5 û(15~29) α 961 4õ̰, Ȱα 424 ⵿ 61õ

 

û Ȱα(5374õ) غ 10.9% (588õ) ⵿ 48õ(8.9%)

 

û ӱݱٷ ù ҿⰣ 11 ⵿ 1 , ù ټӱⰣ 1 8.

 

û ӱݱٷ ù ڸ º 75.6%, 24.4%, ٹº 88.9%, ð 11.1%

 

11 5 (5579) 5052õ ⵿ 5.7%(272õ)

 

ٹ ڸ ټӱⰣ 199 ⵿ 1 Ͽ, ׸ 53

 

α 5819õ(58.5%) 巡 ϱ⸦ , ϴ ڸ ´ 69.9%, ӱݼ 100~150 ̸(32.7%) .

 

 

 

 

ѱ, 2011 2/4б ѻ(Ӻ) ǥ (7.27)

 

2011 2/4б ѻ(GDP) ⵿ 3.4%

 

ε 0.8% ̸ ȣ 弼

ٸ, 1/4б (⵿ 4.2%, 1.3%) ټ

 

Ȱ 鿡 󸲾 ũ , 񽺾 ȭ

 

鿡 ΰҺ 弼 ̰ ڵ ū , 弼 ȭǰ Ǽ

 

ȭ ݿ Ѽҵ(GDI) 0.1% (⵿ 0.4% )

 

GDI 깰 ŷ Ÿ ǥ ֱ ȭ ̳ʽ ȯ

 

 

뵿, ü뵿硯(ι 6, ٷνºι 5 ) ǥ(7.27)

 

< ι >

 

(ڼ) ü ڼ 1,387 4õ ⵿ 23 6õ(1.7%)

 

( ڸ) ڸ 8 5õ ⵿ 4 4õ(34.3%) , ڸ( ڸ /ü ٷ + ڸ ) 0.7% ⵿ 0.3%p

 

ڸ 1 Ǿ (Ǿ / ڸ ) 9.6 ⵿ 2.9

 

< ٷνºι >

 

(ӱ) 11.5 üٷ 1δ ӱ Ѿ 260 ⵿ 2.6%

 

ٷ 1δ ӱѾ 275 7õ ⵿

׸ ٷ 1δ ӱ

- (ױ޿) 231 4õ, ⵿ 4.2%

- (ʰ޿) 18 7õ, ⵿ 7.5% ϶

- (Ư޿) 25 5õ, ⵿ 23.8% ϶

ӽáϿٷڴ 120 7õ ⵿ 15.2%

 

(ӱ) üٷ 1δ ӱѾ 216 ⵿ 1.4%

 

ٷڴ 229 ⵿ 3.9% , ӽáϿٷڴ 100 2õ ⵿ 0.2%

 

( ٷνð) ٷ 1δ ѱٷνð 173.1ð ⵿ 3.6%

 

ٷ ѱٷνð 179.1ð ⵿ 3.6%

׸ ٷ 1δ ٷνð

- (DZٷνð) 164.9ð, ⵿ 4.4%

- (ʰٷνð) 14.2ð, ⵿ 17.9%

ӽáϿٷ ѱٷνð 119.9ð ⵿ 6.1%

 

 

İ, 2011 7 ⡯ǥ (8.1)

 

— 7 72.2޷ ڷ ִ

 

・ ֿǰ Ȱ , ѰͿ Ͽ ִġ

 

⵿ 27.3% 514.5޷

 

ȭ , EU‧̱ ֿ䱹 ȭ Ҿȿ ұϰ, ű ִ ϸ ȣ

 

— ⵿ 24.8% 442.2޷

 

・ , ڵ Һо߿ о ⵿

 

8 ȭ ֿ䱹 弼 ȭ Ҿȿ ϳ, -EU FTA ȿ ȭ, ڵ‧ ַǰ ȭ Ȯ뿡 Ծ

 

 

뵿, 7 Ǿ޿⡯ ǥ(8.1)

 

7 Ǿ޿ űԽû, ڼ ޾ ⵿

 

Ǿ޿ ű û 73õ ⵿ 6õ(7.6%)

Ǿ޿ űԽû (õ) : 09.7 92 10.7 79 11.1 130 2 67 3 96 4 73 5 67 6 66 7 73

 

, Ǿ޿ 335õ 2,822 ޵Ǿ ⵿ 17õ(4.8%), 68(2.4%)

Ǿ޿ ڼ (õ) : 09.7 422 10.7 352 11.1 376 2 374 3 411 4 382 5 361 6 347 7 335

Ǿ޿ ޾ () : 09.7 3,900 10.7 2,890 11.1 3,060 2 3,015 3 3,429 4 3,152 5 3,223 6 3,094 7 2,822

 

 

û, '2011 7 Һڹ ' ǥ (8.1)

 

 

— 7 Һڹ ⵿ 4.7%, 0.7%

 

・ 1(4.1%) 4% · ̸ Ҿ ȭ

・ 帶 ȣ äҿ Ƿ 깰( 6.9%, ⵿ 10.9% ) ũ ö, ⸧ ȯ ġ ( 1.5%, ⵿ 13.6%) ¼

 

ȣ ȭ ߼ äҿ Ƿ ݰ Ǿ Ҿ ߵ

 

 

ѱ, 2011 6 ⡯ ǥ (7.28)

 

6 29.9޷ ڸ Ͽ 3 16

 

ǰ ¿, öǰ ȣ ڱԸ (16.3޷) Ȯ 36.6޷ ,

ȭ 񽺼 0.2޷ ڿ 6.3޷ ڷ ȯ

6 ں (-0.5޷) 0.3޷

 

غڻ 12.9޷

 

 

ѱ, 2011 7 ֿ ǥ ǥ

 

<, 7.27>

 

7 ȲBSI 91 , 8 Ȳ BSI 91 (90) 1p

BSI(ǻ, business survey index) : ⵿⿡ Ǵܡȹ ȭ̸ Ͽ ȭ ǥ

<> BSI (600 , 7.26 ǥ)

・ 8 BSI 98.9 4 4 ؼ 100 ȸ

̴ ä , ȯ ϶ ȭ 볻 Ҿ ΰ ڸä Ҿȿ ۿѵ Ǵ

・ 񽺾(102.2) ݸ, (96.6) 2 ġ 100 ȸ

 

・ 7 BSI 104 (106) 2p ϶Ͽ, 8 BSI 105

ڽBSI 7 104, 8 103 2p, 1p

 

7 ȲBSI(8584) 8 Ȳ BSI(8483)

 

<Һڵ, 7.26>

 

Һڵ Ȳ ɸ Ÿ Һڽɸ(CSI) 7 102

 

Һɸ Ÿ ȰCSI ȰCSI 86 92 1p ϶

 

ǴCSI(7776) 1p ϶ ݸ, CSI(8688) 2p

 

CSI ݸCSI 149 133 2p, 1p

 

 

Z, ȭ 뵿 3S ܡ ǥ (8.3)

 

ް ȭ 뵿忡 ߻ϴ '3S'* мϰ å

* 뵿 (Shortage), 꼺 (Shrinkage), 밣 ڸ (Struggle)

 

3S м

 

뵿 (Shortage)

 

・ ü뵿 Ÿ Ȱα 2019

・ 2019 2030 뵿 0.7% Ͽ 2019~2030 Ⱓ 缺 2000~2010 Ⱓ( GDP 4.1%) 1.1% ϶

 

꼺 (Shrinkage)

 

・ 뱸 ȭ 00~10Ⱓ м 50 ̻ 1%p ϸ, 뵿꼺 0.21% ϶

・ 10Ⱓ 50 ̻ 8.9% ϴ ϸ, 뵿 ȭ 2010~2020 뵿꼺 1.8%

 

밣 ڸ (Struggle)

 

・ 2005~2010 Ⱓ 50 1% 20 0.5%p Ͽ 밣 ڸ ü ߻

・ 2010 Ĺݿ 50 α ӵ ȭ 20 α Ȯ 밣 ڸ ȭ

 

  — ֿ å

 

・ Ȱα 2018 밣 ڸ տ óϱ ũ, ӱũ , ߡ 뱸 꼺 ϶ 뵿 ɷ° ȭ

・ 2019 뵿 û. , Ȱα 뵿 óϰ, ʿ ܱ 뵿µ Ȯ ʿ

 

 

û, 2011 6 Ȱ⡯ ǥ (7.29)

 

Ȳ ִ ȯġ 0.3p, ⱹ ϴ ⵿ 0.4%p

 

6 ڵ, ȭǰ 0.7% , 񽺾 ‧Ҹ, ‧ ȣ 0.9%

 

ҸǸŴ ¿, ǻ Ǹȣ 1.3%, ⵿ 5.6%

 

ڿ Ǽ⼺

 

・ ڴ Ÿ þ 0.5%

・ Ǽ⼺ 14.3%

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