| 부문Sector | 2026-07 전월비m/m | 2026-08 전월비m/m | 2026-07 전년동월비y/y | 2026-08 전년동월비y/y |
|---|---|---|---|---|
| 전산업생산지수Index of all industry production | −0.1% | −1.3% | +3.1% | +1.9% |
| 광공업Industrial production | +0.5% | −4.8% | +4.0% | −2.2% |
| 서비스업Service Industry | −1.4% | +0.5% | +3.4% | +4.6% |
| 건설업Construction | −1.0% | +1.9% | −3.4% | +1.3% |
| 공공행정Public administration | +10.5% | −2.9% | +2.2% | +0.9% |
전산업의 전월비는 계절조정 전산업, 전년동월비는 농림어업을 제외한 원지수 — 보도자료와 같은 정의다.All-industry m/m uses the seasonally adjusted total; y/y uses the original index excluding agriculture — the release's definition.
| 업종Industry | 2026-08 전월비m/m | 2026-08 전년동월비y/y | 최근 12개월 평균 전년동월비12-mo avg y/y |
|---|---|---|---|
| 의복 의복액세서리 및 모피제품 제조업Manufacture of wearing apparel Clothing Accessories and Fur Articles | +11.7% | −2.8% | −1.4% |
| 담배 제조업Manufacture of Tobacco Products | +11.0% | −2.6% | −3.4% |
| 목재 및 나무제품 제조업; 가구 제외Manufacture of Wood Products of Wood and Cork Except Furniture | +4.8% | +1.0% | −7.0% |
| 비금속 광물제품 제조업Manufacture of Other Non-metallic Mineral Products | +3.9% | −2.4% | −7.4% |
| 기타 기계 및 장비 제조업Manufacture of Other Machinery and Equipment | +3.1% | +13.5% | +2.8% |
| 가구 제조업Manufacture of Furniture | +1.6% | −0.2% | −6.8% |
| 코크스 연탄 및 석유정제품 제조업Manufacture of Coke Hard-coal and Lignite fuel Briquettes and Refined Petroleum Products | +1.5% | −3.1% | −2.3% |
| 화학 물질 및 화학제품 제조업; 의약품 제외Manufacture of Chemicals and Chemical Products Except Pharmaceuticals Medicinal Chemicals | +0.7% | +0.3% | −0.5% |
| 의료 정밀 광학 기기 및 시계 제조업Manufacture of Medical Precision and Optical Instruments Watches and Clocks | +0.4% | +15.2% | +12.6% |
| 펄프 종이 및 종이제품 제조업Manufacture of Pulp Paper and Paper Products | +0.1% | +4.0% | +2.5% |
| 식료품 제조업Manufacture of Food Products | −0.4% | +3.7% | +0.8% |
| 전기장비 제조업Manufacture of Electrical Equipment | −2.2% | +3.2% | +1.3% |
| 1차 금속 제조업Manufacture of Basic Metal Products | −2.9% | +1.0% | +0.3% |
| 전자 부품 컴퓨터 영상 음향 및 통신장비 제조업Manufacture of electronic components computer; visual sounding and communication equipment | −3.1% | +1.6% | +6.4% |
| 음료 제조업Manufacture of Beverages | −4.7% | −3.7% | −3.8% |
| 기타 운송장비 제조업Manufacture of Other Transport Equipment | −4.8% | +6.5% | +9.9% |
| 기타 제품 제조업Other Manufacturing | −6.5% | −8.4% | −4.5% |
| 금속 가공제품 제조업; 기계 및 가구 제외Manufacture of Fabricated Metal Products Except Machinery and Furniture | −7.0% | −2.5% | +1.1% |
| 섬유제품 제조업; 의복 제외Manufacture of Textiles Except Apparel | −8.5% | −9.9% | −2.5% |
| 의료용 물질 및 의약품 제조업Manufacture of Pharmaceuticals Medicinal Chemicals and Botanical Products | −8.8% | −3.7% | +5.1% |
| 산업용 기계 및 장비 수리업Maintenance and Repair Services of Industrial Machinery and Equipment | −9.6% | −10.3% | +18.0% |
| 인쇄 및 기록매체 복제업Printing and Reproduction of Recorded Media | −10.2% | 0.0% | +2.9% |
| 가죽 가방 및 신발 제조업Tanning and Dressing of Leather Manufacture of Luggage and Footwear | −10.7% | −16.2% | −0.8% |
| 고무 및 플라스틱제품 제조업Manufacture of Rubber and Plastic Products | −11.0% | −11.8% | −5.1% |
| 자동차 및 트레일러 제조업Manufacture of Motor Vehicles Trailers and Semitrailers | −24.8% | −29.4% | −1.5% |
| └ 반도체 제조업└ Manufacture of Semiconductor | −2.2% | +1.4% | +7.0% |
| └ 전자 부품 제조업└ Manufacture of Electronic Components | −2.3% | +1.0% | +4.2% |
| └ 자동차 신품 부품 제조업└ Manufacture of Parts and Accessories for Motor Vehicles(New Products) | −20.6% | −22.6% | −0.6% |
2026-08 전월비가 가장 크게 오른 업종은 의복 의복액세서리 및 모피제품 제조업 +11.7% · 담배 제조업 +11.0% · 목재 및 나무제품 제조업; 가구 제외 +4.8%, 가장 크게 내린 업종은 자동차 및 트레일러 제조업 −24.8% · 고무 및 플라스틱제품 제조업 −11.0% · 가죽 가방 및 신발 제조업 −10.7%다. 광공업 전체는 전월비 −4.8% · 전년동월비 −2.2%. 업종별 전월비는 서로 더해지지 않는다 — 크기는 순위로만 읽는다. In 2026-08 the largest m/m gains were Manufacture of wearing apparel Clothing Accessories and Fur Articles +11.7% · Manufacture of Tobacco Products +11.0% · Manufacture of Wood Products of Wood and Cork Except Furniture +4.8%; the largest declines Manufacture of Motor Vehicles Trailers and Semitrailers −24.8% · Manufacture of Rubber and Plastic Products −11.0% · Tanning and Dressing of Leather Manufacture of Luggage and Footwear −10.7%. Mining & manufacturing overall: m/m −4.8%, y/y −2.2%. Industry m/m changes do not add up — read their size as a ranking only.
2026-08 출하 전년동월비 −3.0% · 재고 +6.1% — 둔화국면(출하↓·재고↑) 칸이다. 재고율 100.9 (백분위 88) · 평균가동률 70.8% (백분위 5), 기준 2026-08. In 2026-08 shipments y/y were −3.0% and inventory +6.1% — the slowdown (shipments down, inventory up) quadrant. Inventory ratio 100.9 (pctile 88); average operation ratio 70.8% (pctile 5), as of 2026-08.
서비스업 전체 2026-08 전월비 +0.5% · 전년동월비 +4.6%. 전년동월비 상위는 전문 과학 및 기술 서비스업 +13.4% · 금융 및 보험업 +9.6% · 정보통신업 +7.2%, 하위는 숙박 및 음식점업 −2.8% · 예술 스포츠 및 여가 관련 서비스업 −2.1% · 수도 하수 및 폐기물 처리 원료 재생업 −1.1%. Services overall in 2026-08: m/m +0.5%, y/y +4.6%. Highest y/y: Professional scientific and technical activities +13.4% · Financial and insurance activities +9.6% · Information and communication +7.2%; lowest: Accommodation and food service activities −2.8% · Arts sports and recreation related services −2.1% · Water supply; sewage waste management materials recovery −1.1%.
| 재별·상품군Durability · goods | 2026-08 전월비m/m | 2026-08 전년동월비y/y |
|---|---|---|
| 총지수Total | −1.8% | −0.3% |
| 합계(승용차 제외)Total (excluding passenger cars) | −0.6% | +2.0% |
| 내구재Durable goods | −4.5% | −5.6% |
| 승용차Passenger cars | −13.6% | −19.2% |
| 국내 승용차Domestic passenger cars | —% | −30.7% |
| 수입 승용차Foreign passenger cars | —% | +0.2% |
| 가전제품Household appliances | −6.2% | +6.7% |
| 통신기기 및 컴퓨터Telecommunication equipment ＆ Computer | +19.7% | +14.8% |
| 통신기기Telecommunication equipmnet | —% | +25.1% |
| 컴퓨터Computer | —% | −13.3% |
| 가구Furniture | −4.9% | −8.9% |
| 기타내구재The others(Durable goods) | −2.9% | −3.0% |
| 준내구재Semi-durable goods | +0.4% | −1.3% |
| 의복Clothing | +1.4% | +0.1% |
| 신발 및 가방Footwear ＆ Luggage | −2.8% | −1.8% |
| 신발Footwear | —% | −8.7% |
| 가방Luggage | —% | +4.4% |
| 오락 취미 경기용품Sports ＆ Entertainment goods | +2.5% | −3.5% |
| 기타준내구재The others(Semi-durable goods) | −1.4% | −2.8% |
| 비내구재Non-durable goods | −1.6% | +2.4% |
| 음식료품food | −2.3% | +4.0% |
| 의약품Pharmaceuticals | +2.8% | +13.1% |
| 화장품Cosmetics | −5.9% | −1.0% |
| 서적 문구Books ＆ Stationery | +1.8% | −2.3% |
| 차량연료Automotive fuel | −1.3% | −2.9% |
| 기타비내구재The others(Non-durable goods) | +0.3% | −1.3% |
전월비가 비어 있는 세부 상품군(국내 승용차 · 수입 승용차 · 통신기기 · 컴퓨터 · 신발 · 가방)은 원천이 계절조정계열을 내지 않는 층이다 — 전년동월비만 있다.Sub-groups with a blank m/m (Domestic passenger cars · Foreign passenger cars · Telecommunication equipmnet · Computer · Footwear · Luggage) have no seasonally adjusted series at source — only y/y is available.
참고 — 도소매업 재고액지수(분기, 불변) 2026 Q2 전년동기비 +4.8%. 분기 통계라 월간 표와 기준 시점이 다르다.Reference — wholesale & retail inventory index (quarterly, constant) 2026 Q2 y/y +4.8%. Quarterly, so its reference period differs from the monthly tables.
| 지표Indicator | 2026-08 전월비m/m | 2026-08 전년동월비y/y |
|---|---|---|
| 총지수Total commodities | −9.5% | +16.1% |
| 기계류Machinery and equipment | +1.6% | +25.4% |
| 운송장비Transportation equipment | −32.8% | −4.3% |
| 건설기성 계Construction completed — Total | +1.9% | +1.3% |
| 건설기성 건축Construction completed — Building | +4.5% | +0.1% |
| 건설기성 토목Construction completed — Civil engineering | −3.9% | +4.8% |
| 국내기계수주Domestic machinery orders | +33.8% | +42.2% |
| 건설수주(경상)Construction orders (current) | +19.1% | −10.6% |
설비투자·건설기성은 불변(실질), 건설수주는 경상(명목)이다. 국내기계수주는 선박을 제외한 불변금액이다.Equipment investment and construction completed are constant-price (real); construction orders are current-price (nominal). Domestic machinery orders exclude ships, at constant prices.
| 구성지표Component | 2026-07 | 2026-08 |
|---|---|---|
| 선행Leading재고순환지표(전월차)(%p)Inventory circulation indicator (difference) | −0.2 | −1.0 |
| 선행Leading경제심리지수(전월차)(p)Economic Sentiment Index (difference) | +2.1 | +0.6 |
| 선행Leading기계류내수출하지수(선박제외)(전월비)(%)Producer's Shipment Index Machinery for Domestic Demand (excluding Vessels percent change) | +3.9 | +4.8 |
| 선행Leading건설수주액(전월비)(%)Construction orders received (percent change) | −9.7 | −15.8 |
| 선행Leading수출입물가비율(전월비)(%)Net barter terms of trade(percent change) | +2.1 | +1.6 |
| 선행Leading코스피(전월비)(%)Korea Composite Stock Price Index(percent change) | +4.2 | −4.6 |
| 선행Leading장단기금리차(전월차)(%p)Interest rate spread 5-year treasury bonds less call rate (difference) | +0.1 | −0.1 |
| 동행Coincident광공업생산지수(전월비)(%)Industrial production index all (percent change) | +1.4 | +0.7 |
| 동행Coincident서비스업생산지수(도소매업제외)(전월비)(%)Index of Services (excluding wholesale and retail sale percent change) | +0.3 | +0.1 |
| 동행Coincident건설기성액(전월비)(%)Value of construction completed (percent change) | +2.0 | +1.6 |
| 동행Coincident소매판매액지수(전월비)(%)Retail sale index (percent change) | −0.1 | −0.6 |
| 동행Coincident내수출하지수(전월비)(%)Shipment index for domestic market (percent change) | +1.5 | +1.1 |
| 동행Coincident수입액(전월비)(%)Imports (percent change) | +5.6 | +2.5 |
| 동행Coincident비농림어업취업자수(전월비)(%)Number of Employed Persons (excluding Agriculture Forestry and fishing percent change) | +0.1 | +0.3 |
| 후행Lagging생산자제품재고지수(전월비)(%)Producer's inventory index all (percent change) | +1.1 | +0.8 |
| 후행Lagging소비자물가지수변화율(서비스)(전월차)(%p)12-month Smoothed Change in consumer price index(survices)(difference) | +0.1 | +0.3 |
| 후행Lagging소비재수입액(전월비)(%)Import of consumer goods (percent change) | −1.5 | −0.1 |
| 후행Lagging취업자수(전월비)(%)Number of employed persons (percent change) | 0.0 | +0.2 |
| 후행LaggingCP유통수익률(전월차)(%p)Yields on Commercial Paper (difference) | 0.0 | 0.0 |
동행지수 순환변동치 101.7 — 100 위 3개월째. 선행지수 순환변동치 104.2 — 100 위 9개월째, 최근 24개월 고점은 2026-07 104.3. 생산확산지수 광공업 63.2 · 서비스업 51.2 (기준 2026-08). 구성지표는 전월비(%) 또는 전월차(%p·p)로 원천 단위 그대로다. Coincident cyclical component 101.7 — above 100 for 3 months. Leading cyclical component 104.2 — above 100 for 9 months; its 24-month high was 104.3 in 2026-07. Production diffusion: mining & manufacturing 63.2, services 51.2 (as of 2026-08). Components are in their source units — m/m percent change or difference.
| 지표Indicator | 2026-03 | 2026-04 | 2026-05 | 2026-06 | 2026-07 | 2026-08 |
|---|---|---|---|---|---|---|
| 전산업생산 전월비All-industry production, m/m | +0.4 | −0.5 | −0.4 | +2.6 | −0.1 | −1.3 |
| 전산업생산 전년동월비All-industry production, y/y | +3.7 | +2.4 | +1.9 | +4.5 | +3.1 | +1.9 |
| 광공업생산 전월비Mining & mfg production, m/m | +0.6 | −0.8 | −3.0 | +6.8 | +0.5 | −4.8 |
| 광공업생산 전년동월비Mining & mfg production, y/y | +3.8 | +1.3 | −1.1 | +6.2 | +4.0 | −2.2 |
| 제조업 출하 전년동월비Mfg shipments, y/y | +3.3 | −1.4 | −4.3 | +4.6 | +2.7 | −3.0 |
| 제조업 재고 전년동월비Mfg inventory, y/y | −1.4 | −0.3 | +1.8 | +3.1 | +6.3 | +6.1 |
| 제조업 평균가동률 (%)Avg. operation ratio (%) | 74.6 | 73.2 | 70.8 | 74.7 | 74.8 | 70.8 |
| 서비스업생산 전월비Services production, m/m | +1.5 | −0.8 | +1.0 | +1.0 | −1.4 | +0.5 |
| 서비스업생산 전년동월비Services production, y/y | +5.4 | +3.8 | +4.6 | +5.5 | +3.4 | +4.6 |
| 소매판매 전월비Retail sales, m/m | +1.9 | −3.7 | −0.1 | +2.7 | −2.6 | −1.8 |
| 소매판매 전년동월비Retail sales, y/y | +5.0 | +1.4 | +1.4 | +4.0 | −1.0 | −0.3 |
| 설비투자 전월비Equipment investment, m/m | +1.7 | −4.0 | −0.1 | +6.2 | +8.0 | −9.5 |
| 설비투자 전년동월비Equipment investment, y/y | +9.8 | +7.6 | +9.3 | +21.6 | +24.6 | +16.1 |
| 국내기계수주 전년동월비Domestic machinery orders, y/y | −2.3 | −10.0 | +23.0 | +53.3 | +31.6 | +42.2 |
| 건설기성(불변) 전월비Construction completed, m/m | −5.9 | −2.8 | +3.3 | +4.1 | −1.0 | +1.9 |
| 건설기성(불변) 전년동월비Construction completed, y/y | −5.6 | −6.6 | −3.7 | −4.4 | −3.4 | +1.3 |
| 건설수주(경상) 전년동월비Construction orders, y/y | +34.4 | +58.4 | +70.3 | −17.1 | −26.3 | −10.6 |
| 동행지수 순환변동치Coincident index, cyclical component | 100.1 | 100.3 | 99.9 | 100.4 | 101.2 | 101.7 |
| 전월차 (p) change (pt) | +0.4 | +0.2 | −0.4 | +0.5 | +0.8 | +0.5 |
| 선행지수 순환변동치Leading index, cyclical component | 101.8 | 102.3 | 102.9 | 103.8 | 104.3 | 104.2 |
| 전월차 (p) change (pt) | +0.6 | +0.5 | +0.6 | +0.9 | +0.5 | −0.1 |
전월비 = 계절조정 · 전년동월비 = 원계열(소매·서비스·업태 불변지수, 건설기성 불변, 건설수주 경상) · 전산업 전년동월비는 농림어업 제외 · 단위 %, 순환변동치는 지수.m/m = seasonally adjusted · y/y = original series (retail, services, store types at constant prices; construction completed constant; orders current) · all-industry y/y excludes agriculture · units %, cyclical components are index points.