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브레이크뉴스 문홍철 기자= 국내 주요 기업의 올 3분기 영업이익이 40조원에 육박하며 직전 분기 대비 70%이상 급증했다. 지난해 동기 대비 영업이익도 넘어서는 것으로, 최근 5개 분기 중 최대 기록이다.
글로벌 경기둔화, 반도체 한파 등으로 지난해 하반기 이후 급격히 내리막 길을 걷던 국내 주요 대기업 영업이익이 올 상반기 완만한 회복세를 보이다 하반기 들어 본격적인 상승국면으로 접어든 것으로 평가된다.
15일 CEO스코어에 따르면 국내 매출 상위 500대 기업 중 지난 14일까지 분기보고서를 제출한 304개 기업을 대상으로 올해 3분기 실적을 비교한 결과, 국내 주요 대기업의 올해 3분기 영업이익은 39조7201억원으로 직전분기인 2분기 23조3449억원 대비 16조3752억원(70.1%↑) 증가했다.
또한, 전년 동기 37조9166억원와 비교해서도 1조8035억원(4.8%↑) 가량 증가한 기록이다. 같은 기간 대기업들의 전체 매출액도 683조2041억원으로 직전분기 666조2323억원보다 2.5% 늘었다.
국내 주요 대기업의 영업이익은 지난해 2분기 52조3842억원으로 최대치를 찍은 이후 같은 해 3분기 37조9166억원, 4분기 11조2477억원으로 급감한 바 있다.
이후 올해 1분기 25조205억원, 2분기 23조3449억원으로 완만한 회복세를 보이다 하반기 들어서면서 급증한 것이다.
업종별로 보면, 공기업의 영업이익 증가폭이 가장 컸다. 공기업들은 2분기에 3조4728억원의 영업손실을 기록했지만, 3분기에는 4조8381억원(8조3109억원)을 기록하며 흑자전환 했다. 전기료 인상과 여름철 전력 판매량 증가에 따라, 한국전력, 한국수력원자력, 발전 5사 등의 실적이 대폭 개선된 영향으로 풀이된다.
석유화학 업종도 유가인상에 따른 반사효과가 컸다. 석유화학 업체들의 영업이익은 2분기 1조1491억원에서 3분기에 6조130억원(4조8639억원·423.3%↑)으로 급증했다.
상반기까지 ‘반도체 한파’로 적자폭이 컸던 IT전기전자 업종도 3분기에 3조254억원의 영업이익을 내며 흑자전환 했고, 건설·건자재(5450억원·32.9%↑), 서비스(4162억원·20.0%↑), 식음료(3235억원·26.8%↑), 유통(3044억원·56.1%↑), 제약(2152억원·40.2%↑) 등도 영업이익이 대폭 증가했다.
반면, 자동차·부품, 조선·기계·설비 등은 전분기 보다 영업이익이 감소했다. 감소폭이 가장 큰 업종은 자동차·부품으로, 전분기 9조7415억원보다 9727억원(10.0%↓) 줄었다. 자동차 업종은 전분기 업황 개선과 실적호조에 따른 기저효과로 영업이익이 소폭 감소한 것으로 보인다.
이어 조선·기계·설비(-3079억원·16.1%↓), 통신(-2534억원·19.1%↓), 철강(-2125억원·25.1%↓), 증권(-1363억원·8.9%↓), 생활용품(-1357억원·14.0%↓), 에너지(-1248억원·19.4%↓), 상사(-1033억원·16.7%↓), 여신금융(-587억원·4.9%↓), 운송(-194억원·1.2%↓) 업종도 영업이익이 감소했다.
기업별로 보면, 한국전력공사의 영업이익이 전분기 대비 가장 많이 증가했다. 한전은 2분기 2조2724억원의 영업손실에서 3분기에는 1조9966억원(4조2690억원↑)으로 흑자전환 했다.
삼성전자도 한전에 이어 영업이익이 크게 증가했다. 삼성전자의 3분기 영업이익은 전분기 6685억원 대비 1조7650억원(264.0%↑) 증가한 2조4335억원을 기록했다.
다음으로 한국수력원자력(1조7281억원·흑자전환), GS칼텍스(1조2245억원·흑자전환), SK하이닉스(1조901억원·적자축소), SK에너지(1조739억원·흑자전환), 에스오일(8225억원·2258.4%↑) 등도 수익성이 크게 개선됐다.
특히, 삼성전자, SK하이닉스는 메모리 반도체 수요둔화와 D램 가격 하락으로 상반기까지 적자폭이 컸지만, 하반기 들어 반도체 가격이 회복세를 보이면서, 실적이 빠르게 개선되고 있는 것으로 나타났다.
반대로, 올 2분기보다 영업이익이 가장 큰폭으로 감소한 기업은 기아로 조사됐다. 기아의 올 3분기 영업이익은 2조8651억원으로 전분기 3조4030억원보다 5379억원(15.8%↓) 감소했다.
다음으로 영업이익이 많이 감소한 기업은 현대자동차(-4161억원·9.8%↓), KT(-2542억원·44.1%↓), 현대제철(-2367억원·50.9%↓), 삼성엔지니어링(-1911억원·55.5%↓) 순이었다.
단, 기아와 현대차의 경우, 전분기 대비 영업이익은 감소했지만 전년 동기 대비 영업이익이 크게 증가하면서 올해 3분기 누적 영업이익은 역대 최대치를 달성했다.
break9874@naver.com
*아래는 위 기사를 '구글 번역'으로 번역한 영문 기사의 [전문]입니다. '구글번역'은 이해도 높이기를 위해 노력하고 있습니다. 영문 번역에 오류가 있을 수 있음을 전제로 합니다.<*The following is [the full text] of the English article translated by 'Google Translate'. 'Google Translate' is working hard to improve understanding. It is assumed that there may be errors in the English translation.>
Top 500 companies, operating profit approaching 40 trillion won in the third quarter of this year...entering an upward phase in earnest
Break News Reporter Moon Hong-cheol= The operating profit of major domestic companies in the third quarter of this year approached 40 trillion won, a surge of more than 70% compared to the previous quarter. It also exceeds the operating profit compared to the same period last year, and is the highest record in the last 5 quarters.
The operating profits of major domestic conglomerates, which had been on a sharp decline since the second half of last year due to the global economic slowdown and the semiconductor cold wave, are assessed to have shown a gradual recovery in the first half of this year and entered a full-fledged upward phase in the second half of the year.
According to CEO Score on the 15th, as a result of comparing the third quarter performance of 304 companies among the top 500 companies in domestic sales that submitted quarterly reports as of the 14th, the operating profit of major domestic conglomerates in the third quarter of this year was KRW 39.7201 trillion. billion won, an increase of 16.3752 trillion won (70.1%↑) compared to 23.3449 trillion won in the previous quarter, the second quarter.
In addition, compared to 37.9166 trillion won in the same period last year, it is an increase of approximately 1.8035 trillion won (4.8%↑). During the same period, the total sales of large companies amounted to KRW 683.2041 trillion, up 2.5% from KRW 666.2323 trillion in the previous quarter.
The operating profits of major domestic conglomerates peaked at KRW 52.3842 trillion in the second quarter of last year, but then plummeted to KRW 37.9166 trillion in the third quarter and KRW 11.2477 trillion in the fourth quarter of the same year.
Afterwards, it showed a gradual recovery to KRW 25.0205 trillion in the first quarter of this year and KRW 23.3449 trillion in the second quarter, before rapidly increasing in the second half of the year.
By industry, public enterprises had the largest increase in operating profit. Public enterprises recorded an operating loss of KRW 3.4728 trillion in the second quarter, but returned to profit by recording KRW 4.8381 trillion (KRW 8.3109 trillion) in the third quarter. This can be interpreted as a result of the significant improvement in the performance of Korea Electric Power Corporation (KEPCO), Korea Hydro & Nuclear Power (KEPCO), and the five power generation companies due to the increase in electricity prices and the increase in electricity sales in the summer.
The petrochemical industry also had a significant reflection effect from the oil price increase. The operating profit of petrochemical companies surged from KRW 1.1491 trillion in the second quarter to KRW 6.13 trillion (KRW 4.8639 trillion, up 423.3%) in the third quarter.
The IT electrical and electronics industry, which suffered large losses due to the 'semiconductor cold wave' until the first half of the year, also turned to profit in the third quarter with an operating profit of KRW 3.0254 trillion, with sales in construction and building materials (KRW 545 billion, up 32.9%) and services (KRW 416.2 billion, 20.0%). %↑), food and beverages (KRW 323.5 billion, 26.8%↑), distribution (KRW 304.4 billion, 56.1%↑), and pharmaceuticals (KRW 215.2 billion, 40.2%↑) also saw significant increases in operating profit.
On the other hand, operating profits in automobiles, parts, shipbuilding, machinery, and equipment decreased compared to the previous quarter. The industry with the largest decrease was automobiles and parts, which decreased by KRW 972.7 billion (10.0%↓) from KRW 9.7415 trillion in the previous quarter. The automobile industry appears to have seen a slight decrease in operating profit due to the base effect resulting from improved business conditions and strong performance in the previous quarter.
This was followed by shipbuilding, machinery and equipment (-307.9 billion won, 16.1%↓), communications (-253.4 billion won, 19.1%↓), steel (-212.5 billion won, 25.1%↓), securities (-136.3 billion won, 8.9%↓), and living. Supplies (-135.7 billion won, 14.0%↓), energy (-124.8 billion won, 19.4%↓), trading (-103.3 billion won, 16.7%↓), credit finance (-58.7 billion won, 4.9%↓), transportation (-19.4 billion won) ·1.2%↓) The operating profit of the industry also decreased.
By company, Korea Electric Power Corporation's operating profit increased the most compared to the previous quarter. KEPCO went from an operating loss of KRW 2.2724 trillion in the second quarter to a surplus of KRW 1.9966 trillion (↑ KRW 4.269 trillion) in the third quarter.
Samsung Electronics also saw a significant increase in operating profit following KEPCO. Samsung Electronics' third quarter operating profit recorded 2.4335 trillion won, an increase of 1.765 trillion won (264.0%↑) from 668.5 billion won in the previous quarter.
Next, Korea Hydro & Nuclear Power (KRW 1.7281 trillion, turned into surplus), GS Caltex (KRW 1.2245 trillion, turned into surplus), SK Hynix (KRW 1.090.1 trillion, deficit reduction), SK Energy (KRW 1.073.9 trillion, turned into surplus). , S-Oil (822.5 billion won, 2258.4%↑) also significantly improved profitability.
In particular, Samsung Electronics and SK Hynix had large losses until the first half of the year due to slowing demand for memory and semiconductors and falling DRAM prices, but as semiconductor prices began to recover in the second half of the year, their performance appeared to be rapidly improving.
On the contrary, Kia was found to be the company with the largest decrease in operating profit compared to the second quarter of this year. Kia's operating profit in the third quarter of this year was 2.8651 trillion won, down 537.9 billion won (15.8%↓) from 3.403 trillion won in the previous quarter.
The next companies with the largest decrease in operating profit were Hyundai Motors (-416.1 billion won, 9.8%↓), KT (-254.2 billion won, 44.1%↓), Hyundai Steel (-236.7 billion won, 50.9%↓), and Samsung Engineering (-191.1 billion won). ·55.5%↓) was in that order.
However, in the case of Kia and Hyundai Motors, operating profit decreased compared to the previous quarter, but operating profit increased significantly compared to the same period last year, reaching an all-time high in cumulative operating profit in the third quarter of this year.
