Transcript

Contents

Sector trends: Performance of the primary and secondary sectors of the South African economy: Statistical overview

November 2020 Department of Research and Information

Contents

Performance snapshot - First semester of 2020 1

Performance of the primary and secondary sectors 2

▪ Physical volume of production 2

▪ Production capacity utilisation 2

▪ Employment 3

▪ Remuneration 3

▪ Exports 4

▪ Imports 4

Selected trade trends 5

▪ Trade balance 5

▪ Major traded products 5

▪ Composition of trade 5

▪ Regional trade 5

Trade trends with major regions or regional blocs 6

Performance of the primary and secondary sub-sectors: statistical synopsis

▪ Agriculture, forestry and fishing 8

▪ Total mining 10

- Gold and uranium mining 12

- Coal mining 14

- PGM mining 16

- Iron ore mining 18

- Other mining 20

▪ Total manufacturing 22

- Food 24

- Beverages 26

- Textiles 28

- Wearing apparel 30

- Leather and leather products 32

- Footwear 34

- Wood and wood products 36

- Paper and paper products 38

- Printing, publishing and recorded media 40

- Coke and refined petroleum products 42

- Basic chemicals 44

- Other chemicals and man-made fibres 46

- Rubber products 48

- Plastic products 50

- Glass and glass products 52

- Non-metallic mineral products 54

- Basic iron and steel 56

- Basic non-ferrous metallic products 58

- Metal products excluding machinery 60

- Machinery and equipment 62

- Electrical machinery 64

- Television, radio and communication equipment 66

- Professional and scientific equipment 68

- Motor vehicles, parts and accessories 70

- Other transport equipment 72

- Furniture 74

- Other manufacturing 76

Acronyms, notes and data sources 78

November 2020 IDC – Research and Information – Sectoral Trends 1

Performance snapshot - First semester of 2020

This section provides a snapshot, on an aggregated basis, of the performance of the agriculture, mining and

manufacturing sectors (either in value terms, or as a proportion of the total and/or as a percentage change

year-on-year (y-o-y)) during the first half of 2020 compared to the same period in 2019.

-9.4%% y-o-y

Change in rand prices

of SA commodity

basket (production weighted

utilising select

commodities)

2.47 million Total formal employment in agriculture (799 033),

mining (455 722) and manufacturing (1.2 mil.)

-0.3% y-o-y

-15.4% y-o-y

Growth in real value

added by agriculture,

mining and

manufacturing

R600 billion

Value of SA exports to

the world

-2.1% y-o-y

34.1%

Proportion of youth

formally and informally

employed in

agriculture, mining and

manufacturing

-9.0% y-o-y

Estimated change in

total manufacturing

production capacity

R537 billion

Value of SA imports

from the world

-13.0% y-o-y

23.5%

Proportion of formally

and informally

employed individuals

located in Gauteng

R1.2 trillion

Value of nominal

mining and

manufacturing sales

-14.0% y-o-y

R41.1 billion

SA imports from the

USMCA countries

7.7% of total imports

-10.7% y-o-y

48.8%

Proportion of the

formally and informally

employed with less

than secondary

schooling completed

R140 billion

SA exports to the EU

23.3% of total exports

-5.5% y-o-y

November 2020 IDC – Research and Information – Sectoral Trends 2

Performance of the primary and secondary sectors

Figure 1 Figure 2

Figures in brackets refer to the sub-sector's percentage

share in mining/manufacturing product ion in the second quarter of 2020

Second quarter of 2020 compared to second quarter of 2019

Figures in brackets refer to the sub-sector's average capacity

ut ilisat ion in the second quarter of 2020

Average for the first half of 2020 compared to average for the first half of 2019 (Seasonally adjusted)

* Real value add

Total manufacturing (60.9)

Manufacturing: Change in the utilisation of production capacity Growth in physical volume of production in the primary and secondary sectors

-50 -40 -30 -20 -10 0

Beverages (37.5)

Other manufacturing (37.3)

Furniture (42.5)

Wearing apparel (33.1)

Glass & glass products (49.5)

Basic iron & steel products (40.2)

Motor vehicles, parts & accessories (50.9)

Printing, publishing & recorded media (39.0)

Rubber products (50.9)

Non-metallic mineral products (42.1)

Leather & leather products (32.4)

Other transport equipment (41.7)

Metal products (excl machinery) (44.7)

Basic chemicals (57.5)

Basic non-ferrous metal products (55.2)

Electrical machinery & equipment (55.1)

Coke & refined petroleum products (62.0)

Wood & wood products (63.7)

Professional & scientific equipment (63.2)

Paper & paper products (74.1)

Textiles (55.5)

Footwear (75.5)

Machinery & equipment (73.4)

Other chemicals & man-made fibres (79.1)

Plastic products (76.6)

Television, radio & communication equipment (78.3)

Food (78.2)

Percentage points

-50% -40% -30% -20% -10% 0% 10%

Motor vehicles, parts & accessories (6.3)

Furniture (1.1)

Basic iron & steel products (3.6)

Footwear (0.4)

Non-metallic mineral products (2.5)

Leather & leather products (0.5)

Other transport equipment (1.2)

Textiles (1.2)

Beverages (6.3)

Wood & wood products (4.3)

Coke & refined petroleum products (8.7)

Electrical machinery & equipment (1.6)

Printing, publishing & recorded media (3.0)

Wearing apparel (1.1)

Television, radio & communication equipment (0.9)

Other manufacturing (2.0)

Metal products (excl machinery) (5.8)

Rubber products (1.2)

Glass & glass products (0.7)

Machinery & equipment (6.8)

Basic non-ferrous metal products (2.6)

Plastic products (2.7)

Professional & scientific equipment (0.6)

Paper & paper products (4.1)

Other chemicals & man-made fibres (6.2)

Food (20.4)

Basic chemicals (4.3)

Iron ore mining (10.8)

PGM mining (22.4)

Other mining (25.0)

Gold & uranium mining (16.8)

Coal mining (25.0)

Percent

Agriculture, forestry & fishing *

Total mining

Agriculture, forestry & fishing *

Total mining

Total manufacturing

November 2020 IDC – Research and Information – Sectoral Trends 3

Performance of the primary and secondary sectors

Figure 3 Figure 4

Growth in formal employment in the primary and secondary sectors

Second quarter of 2020 compared to second quarter of 2019

Figures in brackets refer to the sub-sector's share in

mining/manufacturing employment in the second quarter of 2020

Growth in gross monthly remuneration per worker in the primary and secondary sectors

Second quarter of 2020 compared to second quarter of 2019

-30% -25% -20% -15% -10% -5% 0% 5% 10% 15%

Other manufacturing (3.2)

Other transport equipment (1.4)

Footwear (0.6)

Printing, publishing & recorded media (4.1)

Basic non-ferrous metal products (1.2)

Wearing apparel (3.7)

Glass & glass products (0.7)

Electrical machinery & equipment (3.4)

Furniture (2.1)

Wood & wood products (3.6)

Motor vehicles, parts & accessories (7.8)

Basic iron & steel products (2.3)

Metal products (excl machinery) (9.0)

Rubber products (1.0)

Paper & paper products (2.7)

Non-metallic mineral products (4.1)

Basic chemicals (1.8)

Textiles (2.5)

Television, radio & communication equipment (0.5)

Leather & leather products (0.5)

Professional & scientific equipment (1.1)

Machinery & equipment (10.0)

Plastic products (4.0)

Beverages (3.5)

Coke & refined petroleum products (2.0)

Food (17.9)

Other chemicals & man-made fibres (5.2)

Gold & uranium mining (20.1)

PGM mining (36.2)

Other mining (18.5)

Coal mining (20.6)

Iron ore mining (4.6)

Percent

Agriculture, forestry & fishing

Total mining

Total manufacturing

-40% -30% -20% -10% 0% 10% 20% 30%

Furniture

Leather & leather products

Footwear

Wood & wood products

Metal products (excl machinery)

Electrical machinery & equipment

Rubber products

Textiles

Basic iron & steel products

Wearing apparel

Non-metallic mineral products

Other manufacturing

Television, radio & communication equipment

Machinery & equipment

Other transport equipment

Motor vehicles, parts & accessories

Professional & scientific equipment

Plastic products

Printing, publishing & recorded media

Other chemicals & man-made fibres

Basic chemicals

Glass & glass products

Beverages

Paper & paper products

Food

Coke & refined petroleum products

Basic non-ferrous metal products

Iron ore mining

Other mining

Coal mining

PGM mining

Gold & uranium mining

Percent

Total manufacturing

Total mining

Agriculture, forestry & fishing

November 2020 IDC – Research and Information – Sectoral Trends 4

Performance of the primary and secondary sectors

Figure 5 Figure 6

Figures in brackets refer to the sub-sector's percentage

share in mining/manufacturing imports in Q2 of 2020

Figures in brackets refer to the sub-sector's percentage

share in mining/manufacturing exports in Q2 of 2020

First half of 2020 (cumulative total) compared to first half of 2019 (cumulative total)

Growth in the value of imports in the primary and secondary sectorsGrowth in the value of exports in the primary and secondary sectors

First half of 2020 (cumulative total) compared to first half of 2019 (cumulative total)

-60% -40% -20% 0% 20% 40% 60% 80% 100%

Other transport equipment (1.0)

Furniture (0.3)

Footwear (0.2)

Leather & leather products (0.3)

Motor vehicles, parts & accessories (20.5)

Basic iron & steel products (10.4)

Glass & glass products (0.2)

Metal products (excl machinery) (2.1)

Wood & wood products (0.9)

Wearing apparel (0.8)

Beverages (2.4)

Electrical machinery & equipment (1.8)

Non-metallic mineral products (0.9)

Machinery & equipment (7.0)

Coke & refined petroleum products (6.6)

Rubber products (0.9)

Basic chemicals (8.2)

Textiles (1.1)

Television, radio & communication equipment (1.1)

Basic non-ferrous metal products (6.0)

Other manufacturing (4.1)

Plastic products (1.4)

Professional & scientific equipment (1.5)

Other chemicals & man-made fibres (7.3)

Food (9.5)

Printing, publishing & recorded media (0.4)

Paper & paper products (3.3)

Other mining (21.9)

Coal mining (14.5)

Iron ore mining (17.7)

PGM mining (28.0)

Gold & uranium mining (17.9)

Percent

Agriculture, forestry & fishing

Total mining

Total manufacturing

-60% -40% -20% 0% 20%

Footwear (0.7)

Other transport equipment (1.4)

Leather & leather products (0.3)

Motor vehicles, parts & accessories (17.0)

Furniture (0.6)

Non-metallic mineral products (1.1)

Television, radio & communication equipment (4.8)

Wood & wood products (0.4)

Other manufacturing (1.4)

Wearing apparel (2.7)

Basic non-ferrous metal products (2.5)

Glass & glass products (0.3)

Coke & refined petroleum products (6.8)

Machinery & equipment (13.8)

Basic iron & steel products (1.7)

Rubber products (1.5)

Beverages (0.9)

Plastic products (1.8)

Electrical machinery & equipment (4.9)

Metal products (excl machinery) (2.2)

Paper & paper products (1.7)

Basic chemicals (5.7)

Professional & scientific equipment (3.6)

Printing, publishing & recorded media (1.7)

Food (7.0)

Other chemicals & man-made fibres (10.7)

Textiles (3.0)

Iron ore mining (0.0)

Coal mining (3.0)

Other mining (90.0)

PGM mining (1.3)

Gold & uranium mining (5.7)

Percent

Agriculture, forestry & fishing

Total mining

Total manufacturing

+78%

+70%

-100%

November 2020 IDC – Research and Information – Sectoral Trends 5

Selected trade trends

HS2 code ZAR m

H71: Natural or cultured pearls, precious stones and metals 127 053.17

H26: Ores, slag and ash 89 186.15

H27: Coal, petroleum and petroleum products 61 035.58

H87: Vehicles, parts and accessories 51 143.07

H72: Iron and steel 30 791.42

Exports Total (including others) 599 831.31

H27: Coal, petroleum and petroleum products 83 840.44

H84: Machinery and equipment, mechanical appliances 60 571.84

H85: Electrical machinery and electronic equipment 46 799.34

H98: Original equipment components for the motor vehicle industry 41 215.79

H87: Vehicles, parts and accessories 33 641.30

Imports Total (including others) 536 757.43

Imp

ort

s

Major traded products

First half of 2020 (cumulative total)

Ex

po

rts

SA trade per region

First half of 2020 (cumulative total)

SA trade growth by region

First half of 2020 (cumulative total) compared to first half of 2019 (cumulative total)

0% 10% 20% 30% 40%

Oceania

Europe (excl. EU)

Other Americas

USMCA

Middle East

Africa

EU

Asia

Other Americas

Oceania

Europe (excl. EU)

Middle East

USMCA

EU

Africa

Asia

Share of exports

Share of imports

0

30

60

90

120

150

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

SA exports by broad economic classification

Capital goods Consumption goods

Intermediate goods Raw materials

ZAR billion per quarter (current v alues)

-50% -40% -30% -20% -10% 0% 10%

Middle East

Oceania

Africa

EU

USMCA

Asia

Other Americas

USMCA

Other Americas

Oceania

Europe (excl. EU)

Africa

EU

USMCA

Asia

USMCA

Export growth

Import growth

0

40

80

120

160

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

SA imports by broad economic classification

Capital goods Consumption goods

Intermediate goods Raw materials

ZAR billion per quarter (current v alues)

-400

-300

-200

-100

0

100

200

300

400

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

SA trade balance

Imports Exports Trade balance

ZAR billion per quarter (current v alues)

November 2020 IDC – Research and Information – Sectoral Trends 6

Trade trends with major regions or regional blocs

First half of 2020 (cumulative total)

SA trade balance with the EU Top traded product categories:

First half of 2020 (cumulative total)

First half of 2020 (cumulative total)

SA trade balance with Asia

SA trade balance with the Middle East Top traded product categories:

Top traded product categories:

SA trade balance with Africa (incl. trade with BLNS) Top traded product categories:

First half of 2020 (cumulative total)

-50

-25

0

25

50

75

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Imports Exports Trade balance

ZAR billion per quarter (current v alues)

0% 20% 40% 60% 80%

Other goods

Wearing apparel; excl. fur apparel

Electricity

Other chemical products, nec.

Gold mining

Crude oil mining

Other goods

Coal mining

Basic iron & steel

Motor vehicles

Agriculture (cereals & other crops)

Petroleum refineries & synthesisers

Share ofexports

Share ofimports

-120

-90

-60

-30

0

30

60

90

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Imports Exports Trade balance

ZAR billion per quarter (current v alues)

0% 15% 30% 45% 60% 75%

Other goods

Made-up textile articles; excl. apparel

Petroleum refineries & synthesisers

Motor vehicles

TV & radio transmitters, line telephony

Motor vehicle parts & accessories

Other goods

Basic iron & steel

Platinum group metal mining

Coal mining

Mining of non-ferrous metal ores

Iron ore mining

Share ofexports

Share ofimports

-100

-75

-50

-25

0

25

50

75

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Imports Exports Trade balance

ZAR billion per quarter (current v alues)

0% 15% 30% 45% 60% 75%

Other goods

Agriculture (cereals & other crops)

Other chemical products, nec.

Motor vehicles

Medicinal chemicals

Motor vehicle parts & accessories

Other goods

Motor vehicle parts & accessories

Mining of non-ferrous metal ores

Agriculture (cereals & other crops)

Platinum group metal mining

Motor vehicles

Share ofexports

Share ofimports

-40

-30

-20

-10

0

10

20

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Imports Exports Trade balance

ZAR billion per quarter (current v alues)

0% 15% 30% 45%

Other goods

Basic chemicals

Plastics in primary form

Basic precious & non-ferrous metals

Petroleum refineries & synthesisers

Crude oil mining

Other goods

Motor vehicles

Coal mining

Diamond mining

Basic iron & steel

Agriculture (cereals & other crops)

Share ofexports

Share ofimports

November 2020 IDC – Research and Information – Sectoral Trends 7

Trade trends with major regions or regional blocs

SA trade balance with Oceania Top traded product categories:

First half of 2020 (cumulative total)

First half of 2020 (cumulative total)

First half of 2020 (cumulative total)

First half of 2020 (cumulative total)

SA trade balance with USMCA Top traded product categories:

SA trade balance with the Americas (excluding USMCA) Top traded product categories:

SA trade balance with Europe (excluding the EU) Top traded product categories:

-8

-6

-4

-2

0

2

4

6

8

10

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Imports Exports Trade balance

ZAR billion per quarter (current v alues)

0% 15% 30% 45% 60%

Other goods

Tobacco products

Medicinal chemicals

Agriculture (cereals & other crops)

Printing industries

Basic precious & non-ferrous metals

Other goods

Basic precious & non-ferrous metals

Motor vehicles

Mining of non-ferrous metal ores

Platinum group metal mining

Agriculture (cereals & other crops)

Shareofexports

Shareofimports

-30

-20

-10

0

10

20

30

40

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Imports Exports Trade balance

ZAR billion per quarter (current v alues)

0% 15% 30% 45% 60% 75%

Other goods

Mining & construction machinery

Medical & surgical equipment, etc.

Basic chemicals

Other chemical products, nec.

Motor vehicle parts & accessories

Other goods

Basic precious & non-ferrous metals

Basic iron & steel

Basic chemicals

Motor vehicles

Platinum group metal mining

Share ofexports

Share ofimports

-12

-10

-8

-6

-4

-2

0

2

4

6

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Imports Exports Trade balance

ZAR billion per quarter (current v alues)

0% 15% 30% 45% 60%

Other goods

Pulp, paper & paperboard

Agriculture (cereals & other crops)

Slaughtering, processing of meat

Vegetable & animal oils & fats

Motor vehicle parts & accessories

Other goods

Basic chemicals

Pesticides& other agro-chemical…

Motor vehicle parts & accessories

Basic iron & steel

Basic precious & non-ferrous metals

Share ofexports

Share ofimports

-6

-4

-2

0

2

4

6

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Imports Exports Trade balance

ZAR billion per quarter (current v alues)

0% 20% 40% 60%

Other goods

Slaughtering, processing of meat

Basic iron & steel

Dairy products

Coal mining

Basic precious & non-ferrous metals

Other goods

Processing & preserving of fruit & veg

Other chemical products, nec.

Mining & construction machinery

Basic chemicals

Motor vehicles

Share ofexports

Share ofimports

November 2020 IDC – Research and Information – Sectoral Trends 8

Total Maize

Sunflow er seed

Soy beans

Groundnuts

Sorghum

Dry beans

Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production weight: 100

Number (1 000)

19.5%

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-- (percentage points)

Capacity utilisation Exports (ZAR)

36.9%

Employment* Gross monthly remuneration per worker

-5.1% 7.5%

Crop harvest estimates

Crop Estimates Committee's eighth summer production forecast for 2020*

Agriculture, forestry & fishing

Skill composition of employment trend (formal and informal) (QLFS based)

Formal employment and remuneration trend (QLFS based)**

Quarterly

Quarterly

Real v alue added index (seasonally adjusted)% change compared

to previous season

White maize

Yellow maize

58.7%

15.5%

Crop

18.8%

-2.3%

8 801 760

31.6%

* The Crop Estimates Committee is responsible for the official crop forecasts and estimates of summer

and w inter field crops for South Africa, w ith members not hav ining a v ested interest in the estimates.

Total summer crops

6 620 360

2020 season

(tonnes)

50 080

150 885

64 800

Number (1 000)

Real value added (seas. adj.)

4.4%

Imports (ZAR)

Real value added trend

Employment composition trend (formal and informal) (QLFS based)**

Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000)

Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 onw ards compiled from the 2015 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Non-Commercial maize 543 545 -1.0%

15 965 665 35.0%

15.9%

7.8%

158.1%

1 261 250

18 278 590

785 910

110

120

130

140

150

160

170

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Real value added

7

8

9

10

11

12

750

850

950

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

34

36

38

40

42

44

46

48

50

97

98

99

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

200

400

600

800

1000

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

50

100

150

200

250

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

November 2020 IDC – Research and Information – Sectoral Trends 9

Trade trends

Total per quarter

ZAR billion per quarter (current v alues)

Production weight: 100Agriculture, forestry & fishing (cont.)

Trade trends

Quarterly

% share of SA's ov erall merchandise ex ports/imports

H07: Edible vegetables and certain roots and tubers

H44: Wood and articles of wood, wood charcoal - 56.81

- 214.43

To

p e

xpo

rts

H08: Edible fruit, nuts, peel o f citrus fruit, melons

H10: Cereals

H51: Wool, animal hair, horsehair yarn and fabric thereof

H01: Live animals

H12: Oil seed, o leagic fruits, grain, seed, fruit, etc

H09: Coffee, tea, mate and spices

441.55

205.09

127.01

114.61

- 270.34

Expo rts T o tal ( including o thers) 42 859.10

Major traded export products

H08: Edible fruit, nuts, peel o f citrus fruit, melons

HS2 code: sector description

H10: Cereals

H51: Wool, animal hair, horsehair yarn and fabric thereof

H10: Cereals

H12: Oil seed, o leagic fruits, grain, seed, fruit, etc

H08: Edible fruit, nuts, peel o f citrus fruit, melons

H09: Coffee, tea, mate and spices

H07: Edible vegetables and certain roots and tubers

610.34

ZAR m

29 485.93

5 484.37

1 973.16

1 729.34

1 528.26

H08: Edible fruit, nuts, peel o f citrus fruit, melons

H01: Live animals

Major traded import products

HS2 code: sector description ZAR m

5 561.98

To

p i

mp

ort

s

497.17

H10: Cereals

440.90

H40: Rubber and articles thereof

H07: Edible vegetables and certain roots and tubers

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

Impo rts T o tal ( including o thers)

H13: Lac, gums, resins, vegetable saps and extracts nes

H24: Tobacco and manufactured tobacco substitutes

- 30.34

- 14.89 H52: Cotton, yarn and woven fabric

- 45.02

To

p g

ain

ers

To

p l

ose

rs

7 355.28

3 520.24

440.11

244.51

- 51.64

H01: Live animals

12 813.66

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p g

ain

ers

To

p l

ose

rs

H12: Oil seed, o leagic fruits, grain, seed, fruit, etc

644.39

H51: Wool, animal hair, horsehair yarn and fabric thereof - 63.52

H07: Edible vegetables and certain roots and tubers 242.65

H44: Wood and articles of wood, wood charcoal - 108.76

H06: Live trees, plants, bulbs, roots, cut flowers etc - 94.93

H52: Cotton, yarn and woven fabric

H24: Tobacco and manufactured tobacco substitutes

H01: Live animals

1 271.42

1 244.74

1 242.73

1 116.76

1 858.67

H09: Coffee, tea, mate and spices

0

5

10

15

20

25

30

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 4% 8% 12% 16% 20%

Poland

Germany

Russia

Namibia

Brazil

USA

Botswana

Netherlands

UK

China

Zimbabwe

Russia

UAE

USA

Top export destinations' share

Top import sources' share

0%

2%

4%

6%

8%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 2 4 6 8

Poland

Germany

Russia

Namibia

Brazil

USA

Botswana

Netherlands

UK

China

Zimbabwe

Russia

UAE

USA

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 10

Total miningProduction weight: 100

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-18.1%

Production and sales trend

Quarterly Quarterly

-0.2% 10.0% 12.3% -26.4%

Production (seas. adj.) Rand Commodity Index Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

Commodity index price trend (weighted - see notes)

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

20.3%

Production index (seasonally adjusted) Value of sales (R billion) Dollar price index (2014 =100) Rand price index (2014 = 100)

Number (1 000)

80

90

100

110

120

130

140

150

160

65

70

75

80

85

90

95

100

105

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

17

19

21

23

25

27

440

450

460

470

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

29

32

35

38

41

97

98

99

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employment Youth employment

0

50

100

150

200

250

300

350

400

450

500

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

20

40

60

80

100

120

140

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

90

100

110

120

130

140

150

160

60

70

80

90

100

110

120

130

140

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Dollar index Rand index

November 2020 IDC – Research and Information – Sectoral Trends 11

Total mining (cont.)Production weight: 100

Trade trends (value terms)

Total per quarter

ZAR billion per quarter (current v alues)

Trade trends (% of total exports/imports)

Quarterly

% share of SA's ov erall merchandise ex ports/imports

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS2 code: sector description ZAR m HS2 code: sector description ZAR m

To

p e

xpo

rts

H71: Natural or cultured pearls, precious stones and metals 120 766.70

To

p i

mp

ort

s

H27: Coal, petro leum and petro leum products 51 254.46

H26: Ores, slag and ash 87 368.99 H71: Natural or cultured pearls, precious stones and metals 6 604.66

H27: Coal, petro leum and petro leum products 35 759.74 H25: Salt, sulphur, earth, stone, plaster, lime and cement 894.21

H25: Salt, sulphur, earth, stone, plaster, lime and cement 2 527.03 H26: Ores, slag and ash 169.50

Expo rts T o tal ( including o thers) 246 422.46 Impo rts T o tal ( including o thers) 58 922.83

To

p g

ain

ers

H71: Natural or cultured pearls, precious stones and metals 31 600.27

To

p g

ain

ers

H27: Coal, petro leum and petro leum products 619.92

To

p l

ose

rs

H26: Ores, slag and ash -4 627.39

To

p l

ose

rs

H27: Coal, petro leum and petro leum products -19 719.37

H25: Salt, sulphur, earth, stone, plaster, lime and cement - 578.77 H26: Ores, slag and ash - 548.01

H71: Natural or cultured pearls, precious stones and metals - 482.66

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

H25: Salt, sulphur, earth, stone, plaster, lime and cement - 386.69

20

50

80

110

140

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40%

Nigeria

Saudi Arabia

Ghana

UAE

Namibia

Mozambique

Australia

China

USA

India

Japan

UK

Hong Kong

Germany

Top export destinations' share

Top import sources' share

0%

10%

20%

30%

40%

50%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 15 30 45 60

Nigeria

Saudi Arabia

Ghana

UAE

Namibia

Mozambique

Australia

China

USA

India

Japan

UK

Hong Kong

Germany

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 12

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Gold price trend

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Dollar price($/oz) Rand price (R/oz)

Gold & uranium miningProduction weight: 16.8

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-11.6% -3.0% 18.6% 66.2% 78.0%

Production (seas. adj.) Rand gold price Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

63.3%

10

14

18

22

26

30

34

38

40

50

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

17

19

21

23

25

85

90

95

100

105

110

115

120

125

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

15

25

35

45

92

95

98

101

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employment Youth employment

0

20

40

60

80

100

120

140

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education

Secondary schooling completed

Less than secondary schooling

0

10

20

30

40

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

12 000

16 000

20 000

24 000

28 000

32 000

1100

1300

1500

1700

1900

Q1 Q2

2016

Q3 Q4| Q1 Q2

2017

Q3 Q4| Q1 Q2

2018

Q3 Q4| Q1 Q2

2019

Q3 Q4| Q1 Q2

2020

Dollar price Rand price

November 2020 IDC – Research and Information – Sectoral Trends 13

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

To

p l

ose

rs

To

p g

ain

ers

H7108: Gold, unwrought, semi-manufactured, etc 17 563.30

To

p g

ain

ers

H7108: Gold, unwrought, semi-manufactured, etc 1 470.29

Expo rts T o tal ( including o thers) 44 106.63 Impo rts T o tal ( including o thers) 3 355.46

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H7108: Gold, unwrought, semi-manufactured, etc 44 106.63

To

p i

mp

ort

s

H7108: Gold, unwrought, semi-manufactured, etc 3 355.46

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Gold & uranium mining (cont.)Production weight: 16.8

0

5

10

15

20

25

30

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 25% 50% 75% 100%

Namibia

Botswana

Antigua and Barbuda

China

Armenia

Åland Islands

Bulgaria

Top export destinations' share

Top import sources' share

Gold exports are classified as unallocated

0%

2%

4%

6%

8%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5

Namibia

Botswana

Antigua and Barbuda

China

Armenia

Åland Islands

Bulgaria

R billion

Top export destinations' value

Top import sources' value

Gold exports are classified as unallocated

November 2020 IDC – Research and Information – Sectoral Trends 14

Coal miningProduction weight: 25.0

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-4.3% 3.0% 1.9% 9.5% 2.0% -53.3%

Production (seas. adj.) Rand iron ore price Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

Production and sales trend Iron ore price trend

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Dollar price ($/tonne) Rand price (R/tonne)

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

20

25

30

35

40

45

90

93

96

99

102

105

108

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

19

21

23

25

27

70

75

80

85

90

95

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

25

35

45

55

91

94

97

100

103

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employment Youth employment

0

10

20

30

40

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

10

20

30

40

50

60

70

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

600

800

1 000

1 200

1 400

1 600

40

55

70

85

100

115

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Dollar price Rand price

November 2020 IDC – Research and Information – Sectoral Trends 15

Coal mining (cont.)Production weight: 25.0

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m

H2703: Peat (including peat litter) 56.93

H2702: Lignite, except jet 0.03 H2702: Lignite, except jet 0.95

HS4 code: sector description ZAR m

To

p e

xpo

rts

H2701: Coal, briquettes, ovoids etc, made from coal 35 672.51

To

p i

mp

ort

s

H2701: Coal, briquettes, ovoids etc, made from coal 1 734.76

H2703: Peat (including peat litter) 2.23

Expo rts T o tal ( including o thers) 35 674.78 Impo rts T o tal ( including o thers) 1 792.64

To

p g

ain

ers

H2701: Coal, briquettes, ovoids etc, made from coal 715.33

To

p g

ain

ers

H2702: Lignite, except jet 0.00

- 7.97

H2702: Lignite, except jet - 0.02

First half of 2020 (cumulative total)

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total)

To

p l

ose

rs

H2703: Peat (including peat litter) - 4.97

To

p l

ose

rs

H2701: Coal, briquettes, ovoids etc, made from coal -2 041.52

H2703: Peat (including peat litter)

0

5

10

15

20

25

30

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 15% 30% 45% 60%

Australia

Mozambique

Russia

Swaziland

Botswana

Vietnam

Netherlands

India

Pakistan

Vietnam

Morocco

Sri Lanka

South Korea

UAE

Top export destinations' share

Top import sources' share

0%

3%

6%

9%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 5 10 15 20

Australia

Mozambique

Russia

Swaziland

Botswana

Vietnam

Netherlands

India

Pakistan

Vietnam

Morocco

Sri Lanka

South Korea

UAE

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 16

PGM miningProduction weight: 22.4

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-25.8% 17.1% -1.5% 9.9% 35.3% -15.2%

Production (seas. adj.) Rand iron ore price Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

Production and sales trend Iron ore price trend

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Dollar price ($/tonne) Rand price (R/tonne)

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

15

20

25

30

35

40

45

50

50

60

70

80

90

100

110

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

18

20

22

24

26

28

30

160

170

180

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

PGM employment data is not reported seperately by StatsSA, but instead included in "other mining" data

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

PGM employment data is not reported seperately by StatsSA, but instead included in "other mining" data

11 000

12 000

13 000

14 000

15 000

16 000

700

800

900

1 000

1 100

1 200

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Dollar price Rand price

PGM employment data is not reported seperately by StatsSA, but instead included in "other mining" data

November 2020 IDC – Research and Information – Sectoral Trends 17

PGM mining (cont.)Production weight: 22.4

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m

H7111: M etals, clad with platinum, semi-manufactured 0.01

HS4 code: sector description ZAR m

To

p e

xpo

rts

H7110: P latinum, unwrought, semi-manufactured 69 049.30

To

p i

mp

ort

s

H7110: P latinum, unwrought, semi-manufactured 741.52

H7111: M etals, clad with platinum, semi-manufactured 0.00

Expo rts T o tal ( including o thers) 69 049.30 Impo rts T o tal ( including o thers) 741.53

To

p g

ain

ers

H7110: P latinum, unwrought, semi-manufactured 18 023.55

To

p g

ain

ers

- 0.05

First half of 2020 (cumulative total)

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total)

To

p l

ose

rs

H7111: M etals, clad with platinum, semi-manufactured - 0.04

To

p l

ose

rs

H7110: P latinum, unwrought, semi-manufactured - 133.22

H7111: M etals, clad with platinum, semi-manufactured

0

5

10

15

20

25

30

35

40

45

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40% 50%

Germany

Russia

Switzerland

Japan

UK

Italy

Belgium

USA

UK

Japan

Hong Kong

Germany

Switzerland

Netherlands

Top export destinations' share

Top import sources' share

0%

3%

6%

9%

12%

15%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 5 10 15 20

Germany

Russia

Switzerland

Japan

UK

Italy

Belgium

USA

UK

Japan

Hong Kong

Germany

Switzerland

Netherlands

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 18

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Iron ore price trend

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Dollar price ($/tonne) Rand price (R/tonne)

Iron ore miningProduction weight: 10.8

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-37.5% 10.1% 0.0% 8.8% -100.0%

Production (seas. adj.) Rand iron ore price Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

3.0%

5

8

11

14

17

20

23

30

45

60

75

90

105

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

15

20

25

30

35

14

16

18

20

22

24

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

25

40

55

70

93

95

97

99

101

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employment Youth employment

0

5

10

15

20

25

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

4

8

12

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

700

1000

1300

1600

40

50

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Dollar price Rand price

November 2020 IDC – Research and Information – Sectoral Trends 19

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

To

p l

ose

rs

H2601: Iron ores and concentrates, roasted iron pyrites - 511.69

To

p g

ain

ers

H2601: Iron ores and concentrates, roasted iron pyrites 3 536.65

To

p g

ain

ers

Expo rts T o tal ( including o thers) 43 710.73 Impo rts T o tal ( including o thers) 0.17

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H2601: Iron ores and concentrates, roasted iron pyrites 43 710.73

To

p i

mp

ort

s

H2601: Iron ores and concentrates, roasted iron pyrites 0.17

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Iron ore mining (cont.)Production weight: 10.8

0

5

10

15

20

25

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 15% 30% 45% 60% 75%

Namibia

USA

Turkey

Australia

Brazil

Belgium

Canada

China

Netherlands

South Korea

Mozambique

Japan

Germany

Slovenia

Top export destinations' share

Top import sources' share

0%

3%

6%

9%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 5 10 15 20 25 30

Namibia

USA

Turkey

Australia

Brazil

Belgium

Canada

China

Netherlands

South Korea

Mozambique

Japan

Germany

Slovenia

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 20

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Oil price trend

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Dollar price ($/barrel) Rand price (R/barrel)

Other miningProduction weight: 25.0

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-20.2% 0.9% 4.8% -19.2% -27.3%

Production (seas. adj.) Rand oil price Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-40.5%

20

25

30

35

40

70

80

90

100

110

120

130

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

14

16

18

20

22

24

26

72

75

78

81

84

87

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

25

30

35

40

45

96

97

98

99

100

101

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employment Youth employment

0

50

100

150

200

250

300

350

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education

Secondary schooling completed

Less than secondary schooling

Note that PGM employment is included in this data

0

30

60

90

120

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

Note that PGM employment is included in this data

500

600

700

800

900

1000

1100

1200

30

40

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Dollar price Rand price

Note that PGM employment is included in this data

November 2020 IDC – Research and Information – Sectoral Trends 21

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H2602: M anganese ores, iron ores >20% M anganese -8 372.61

To

p l

ose

rs

H2709: Petro leum oils, o ils from bituminous minerals, crude -17 621.62

H2614: Titanium ores and concentrates -1 027.78 H2530: M ineral substances, nes - 78.78

H2615: Niobium tantalum vanadium zirconium ores, etc - 473.46 H2711: Petro leum gases & other gaseous hydrocarbons - 47.14

H7102: Diamonds, not mounted or set -3 969.68 H7102: Diamonds, not mounted or set -1 832.47

H2610: Chromium ores and concentrates -1 401.00 H2503: Sulphur, except sublimated, precipitated, co llo idal - 259.40

H2603: Copper ores and concentrates 226.55 H7106: Silver, unwrought or semi-manufactured, etc 16.17

H2608: Zinc ores and concentrates 131.15 H2511: Natural barium sulphates and carbonates 7.58To

p g

ain

ers

H2616: Precious metal ores and concentrates 3 171.83

To

p g

ain

ers

H2512: Siliceous fossil meals and earths 32.43

H2529: Natural fluorine minerals 377.73 H2602: M anganese ores, iron ores >20% M anganese 27.47

H2621: Slag and ash nes, including seaweed ash (kelp) 9.53 H2603: Copper ores and concentrates 6.87

Expo rts T o tal ( including o thers) 53 881.02 Impo rts T o tal ( including o thers) 53 033.04

H2614: Titanium ores and concentrates 3 352.16 H2501: Salt including so lution, salt water 151.50

H2615: Niobium tantalum vanadium zirconium ores, etc 2 944.86 H2519: Natural magnesium carbonate, magnesium oxide 107.49

2 176.64

H2616: Precious metal ores and concentrates 5 552.04 H2503: Sulphur, except sublimated, precipitated, co llo idal 264.51

H2603: Copper ores and concentrates 2 019.58 H2613: M olybdenum ores and concentrates 87.86

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H2602: M anganese ores, iron ores >20% M anganese 16 715.68

To

p i

mp

ort

s

H2709: Petro leum oils, o ils from bituminous minerals, crude 47 283.96

H2610: Chromium ores and concentrates 11 394.54 H7102: Diamonds, not mounted or set 2 469.92

H7102: Diamonds, not mounted or set 7 552.03 H2711: Petro leum gases & other gaseous hydrocarbons

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Other mining (cont.)Production weight: 25.0

10

20

30

40

50

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40% 50%

Nigeria

Saudi Arabia

Ghana

UAE

Mozambique

USA

Angola

China

Germany

Mozambique

UAE

India

Netherlands

USA

Top export destinations' share

Top import sources' share

6%

8%

10%

12%

14%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 10 20 30

Nigeria

Saudi Arabia

Ghana

UAE

Mozambique

USA

Angola

China

Germany

Mozambique

UAE

India

Netherlands

USA

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 22

.Total manufacturing

Production weight: 100

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-8.2% 15.0% -15.0% -13.2%

Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)Production (seas. adj.) Capacity utilisation

(percentage points)-17.8% -20.4

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

400

450

500

550

600

650

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,15

,17

,19

,21

,23

1 100

1 125

1 150

1 175

1 200

1 225

1 250

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

34

36

38

40

42

85

86

87

88

89

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

300

600

900

1 200

1 500

1 800

2 100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

100

200

300

400

500

600

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

55

60

65

70

75

80

85

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 23

Total manufacturing (cont.)Production weight: 100

Trade trends (value terms)

Total per quarter

ZAR billion per quarter (current v alues)

Trade trends (% of total exports/imports)

Quarterly

% share of SA's ov erall merchandise ex ports/imports

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS2 code: sector description ZAR m HS2 code: sector description ZAR m

To

p e

xpo

rts

H87: Vehicles, parts and accessories 51 143.07

To

p i

mp

ort

s

H84: M achinery and equipment, mechanical appliances 60 571.84

H72: Iron and steel 30 791.42 H85: Electrical machinery and electronic equipment 46 799.34

H84: M achinery and equipment, mechanical appliances 29 895.01 H98: Original equipment components for the motor vehicle industry 41 215.79

H27: Coal, petro leum and petro leum products 20 122.27 H87: Vehicles, parts and accessories 33 641.30

H39: P lastics and articles thereof 9 207.50 H90: Optical, photographic, measuring and medical equipment 14 920.20

Expo rts T o tal ( including o thers) 298 416.31 Impo rts T o tal ( including o thers) 443 759.99

H76: A luminium and articles thereof 11 984.05 H27: Coal, petro leum and petro leum products 30 422.78

H85: Electrical machinery and electronic equipment 9 501.02 H30: Pharmaceutical products 19 313.89

H11: M illing products, malt, starches, inulin, wheat gluten 886.89 H38: M iscellaneous chemical products 2 223.35

H75: Nickel and articles thereof 867.41 H15: Animal,vegetable fats and o ils, cleavage products, etc 1 278.23To

p g

ain

ers

H47: Pulp of wood, fibrous cellulosic material, waste, etc 4 002.97

To

p g

ain

ers

H63: Other made textile articles, sets, worn clo thing, etc 6 799.60

H38: M iscellaneous chemical products 1 423.49 H30: Pharmaceutical products 2 350.44

H71: Natural or cultured pearls, precious stones and metals 851.34 H10: Cereals 747.42

To

p l

ose

rs

H87: Vehicles, parts and accessories -24 157.86

To

p l

ose

rs

H98: Original equipment components for the motor vehicle industry -14 573.75

H27: Coal, petro leum and petro leum products -3 524.88 H85: Electrical machinery and electronic equipment -9 060.83

H73: Articles of iron or steel -2 589.20 H27: Coal, petro leum and petro leum products -5 807.45

H72: Iron and steel -11 923.13 H87: Vehicles, parts and accessories -13 978.96

H84: M achinery and equipment, mechanical appliances -6 919.53 H84: M achinery and equipment, mechanical appliances -12 027.29

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

100

150

200

250

300

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 5% 10% 15% 20% 25%

China

Germany

USA

India

Japan

Thailand

UK

Germany

USA

Botswana

Namibia

China

Belgium

Mozambique

Top export destinations' share

Top import sources' share

45%

55%

65%

75%

85%

95%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 30 60 90 120

China

Germany

USA

India

Japan

Thailand

UK

Germany

USA

Botswana

Namibia

China

Belgium

Mozambique

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 24

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

FoodProduction weight: 20.4

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-1.7% 1.8% 11.3% 7.3%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

(percentage points)-1.3% -2.9

24

26

28

30

32

95

100

105

110

115

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

10

12

14

16

18

175

185

195

205

215

225

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

42

46

50

54

58

85

87

89

91

93

95

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

100

200

300

400

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

20

40

60

80

100

120

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

72

75

78

81

84

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 25

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H0307: M olluscs - 324.73

To

p l

ose

rs

H0207: M eat, edible offal o f domestic poultry - 525.35

H0304: Fish fillets, fish meat, mince except liver, roe - 149.12 H2009: Fruit and vegetable juices, not fermented/ spirited - 203.36

H1102: Cereal flours other than of wheat or meslin - 131.12 H2306: Oil-cake other than soya-bean or groundnut - 189.48

H0306: Crustaceans - 183.37 H0303: Fish, frozen, whole - 326.86

H2008: Fruit, edible plant parts nes, prepared/preserved - 155.30 H0202: M eat o f bovine animals, frozen - 210.24

H0303: Fish, frozen, whole 388.65 H1511: Palm o il and its fractions, not chemically modified 451.08

H2301: Flour etc of meat, fish or o ffal for animal feed 277.51 H5101: Wool, not carded or combed 317.45To

p g

ain

ers

H1103: Cereal grouts, meal and pellets 974.57

To

p g

ain

ers

H1006: Rice 747.42

H0202: M eat o f bovine animals, frozen 401.75 H1507: Soya-bean o il, fractions, not chemically modified 645.48

H1701: Solid cane/ beet sugar & chemically pure sucrose 236.55 H0402: M ilk and cream, concentrated or sweetened 292.93

Expo rts T o tal ( including o thers) 28 452.85 Impo rts T o tal ( including o thers) 31 105.32

H2008: Fruit, edible plant parts nes, prepared/preserved 1 424.83 H2106: Food preparations, nes 1 470.54

H0303: Fish, frozen, whole 1 267.96 H1512: Safflower, sunflower & cotton-seed o il, fractions 1 319.33

2 432.22

H2106: Food preparations, nes 1 518.71 H1701: Solid cane/ beet sugar & chemically pure sucrose 2 225.69

H2309: Animal feed preparations 1 225.65 H2309: Animal feed preparations 1 181.71

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H1701: Solid cane/ beet sugar & chemically pure sucrose 2 968.85

To

p i

mp

ort

s

H1006: Rice 3 316.73

H2009: Fruit and vegetable juices, not fermented/ spirited 1 733.50 H0207: M eat, edible offal o f domestic poultry 2 608.12

H1103: Cereal grouts, meal and pellets 1 555.56 H1511: Palm o il and its fractions, not chemically modified

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Food (cont.)Production weight: 20.4

8

10

12

14

16

18

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 3% 6% 9% 12%

Thailand

Swaziland

Argentina

Indonesia

Brazil

China

USA

Botswana

Namibia

Mozambique

Lesotho

Zimbabwe

China

Swaziland

Top export destinations' share

Top import sources' share

3%

4%

5%

6%

7%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2 3 4

Thailand

Swaziland

Argentina

Indonesia

Brazil

China

USA

Botswana

Namibia

Mozambique

Lesotho

Zimbabwe

China

Swaziland

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 26

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

BeveragesProduction weight: 6.3

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-3.2% -1.8% -22.8% -14.3%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

(percentage points)-28.3% -45.6

20

24

28

32

36

40

44

50

55

60

65

70

75

80

85

90

95

100

105

110

115

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

20

23

26

29

32

38

40

42

44

46

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

20

30

40

50

65

75

85

95

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

20

40

60

80

100

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

5

10

15

20

25

30

35

40

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

30

40

50

60

70

80

90

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 27

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H2204: Grape wines (including fortified), grape must - 643.58

To

p l

ose

rs

H2208: Liqueur, spirits & undenatured ethyl alcohol <80% - 655.02

H2208: Liqueur, spirits & undenatured ethyl alcohol <80% - 307.30 H2203: Beer made from malt - 6.42

H2203: Beer made from malt - 207.55 H2201: Unsweetened beverage waters, ice and snow - 5.49

H2207: Ethyl alcohol, undenatured and > 80%, /denatured - 428.28 H2204: Grape wines (including fortified), grape must - 131.24

H2202: Waters, non-alcoholic flavoured beverages - 307.68 H1107: M alt - 37.63

H2205: Vermouth and other flavoured grape wine 0.31

To

p g

ain

ers

H1107: M alt 3.88

To

p g

ain

ers

H2202: Waters, non-alcoholic flavoured beverages 101.03

H2207: Ethyl alcohol, undenatured and > 80%, /denatured 87.47

Expo rts T o tal ( including o thers) 7 042.25 Impo rts T o tal ( including o thers) 3 877.94

H2203: Beer made from malt 389.79 H2204: Grape wines (including fortified), grape must 179.25

H2206: Fermented beverages (eg cider, perry, mead) 313.05 H2207: Ethyl alcohol, undenatured and > 80%, /denatured 119.40

722.76

H2208: Liqueur, spirits & undenatured ethyl alcohol <80% 636.74 H1107: M alt 254.63

H1107: M alt 138.90 H2206: Fermented beverages (eg cider, perry, mead) 22.03

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H2204: Grape wines (including fortified), grape must 3 841.39

To

p i

mp

ort

s

H2203: Beer made from malt 1 355.89

H2207: Ethyl alcohol, undenatured and > 80%, /denatured 845.34 H2208: Liqueur, spirits & undenatured ethyl alcohol <80% 1 205.47

H2202: Waters, non-alcoholic flavoured beverages 828.58 H2202: Waters, non-alcoholic flavoured beverages

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Beverages (cont.)Production weight: 6.3

0

2

4

6

8

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30%

Mexico

UK

France

Netherlands

Namibia

Austria

Belgium

UK

Germany

Namibia

Botswana

USA

UAE

Mozambique

Top export destinations' share

Top import sources' share

0.0%

0.5%

1.0%

1.5%

2.0%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0.0 0.2 0.4 0.6 0.8 1.0

Mexico

UK

France

Netherlands

Namibia

Austria

Belgium

UK

Germany

Namibia

Botswana

USA

UAE

Mozambique

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 28

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

TextilesProduction weight: 1.2

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-7.8% -20.3% -6.2% 70.1%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

(percentage points)-28.8% -10.3

1.2

1.7

2.2

2.7

3.2

3.7

40

55

70

85

100

115

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,8

,10

,12

,14

26

28

30

32

34

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

20

30

40

50

65

71

77

83

89

95

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

15

30

45

60

75

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

2

4

6

8

10

12

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

50

55

60

65

70

75

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 29

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H9619: Sanitary towels and tampons, napkins and napkin liners for babies - 164.99

To

p l

ose

rs

H9619: Sanitary towels and tampons, napkins and napkin liners for babies - 291.54

H5209: Woven cotton nes, >85% cotton, >200g/m2 - 54.22 H6304: Furnishing articles nes, except mattresses, etc - 134.42

H9404: M attress supports, mattresses, bedding - 46.98 H5208: Woven cotton fabric, >85% cotton, < 200g/m2 - 127.11

H6306: Textile tarpaulin, sail, awning, tent, camping goods - 103.94 H5407: Woven synth filament yarn, monofilament >67dtex - 158.30

H5407: Woven synth filament yarn, monofilament >67dtex - 69.24 H6302: Bed, table, to ilet and kitchen linens - 147.33

H5601: Textile wadding and articles, textile flock, dust 14.01 H5809: Woven fabric incorporating metal threads, nes 22.36

H5205: Coton yarn not sewing thread>85% coton,unretail 4.13 H5910: Transmission or conveyor belts or belting of textile 8.57To

p g

ain

ers

H6307: M ade up articles nes, including dress patterns 558.58

To

p g

ain

ers

H6307: M ade up articles nes, including dress patterns 7 169.71

H5603: Nonwoven textiles, except felt 19.65 H5203: Cotton, carded, combed 43.70

H5212: Woven cotton fabric 2.12 H5604: Rubber thread & cord or plastic coated fabrics 7.97

Expo rts T o tal ( including o thers) 3 296.57 Impo rts T o tal ( including o thers) 13 195.46

H6306: Textile tarpaulin, sail, awning, tent, camping goods 204.74 H5208: Woven cotton fabric, >85% cotton, < 200g/m2 287.36

H5603: Nonwoven textiles, except felt 187.91 H5911: Special textile products for technical purposes 280.83

535.45

H9619: Sanitary towels and tampons, napkins and napkin liners for babies 217.33 H6302: Bed, table, to ilet and kitchen linens 329.43

H5407: Woven synth filament yarn, monofilament >67dtex 138.45 H5903: Fabric impregnated, coated/ covered with plastic 274.65

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H6307: M ade up articles nes, including dress patterns 700.15

To

p i

mp

ort

s

H6307: M ade up articles nes, including dress patterns 7 510.53

H5105: Wool and animal hair, carded or combed 334.03 H5407: Woven synth filament yarn, monofilament >67dtex 759.34

H6305: Sacks& bags of a kind used for packing of goods 226.68 H5603: Nonwoven textiles, except felt

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Textiles (cont.)Production weight: 1.2

0

2

4

6

8

10

12

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 15% 30% 45% 60% 75%

China

Pakistan

India

Germany

Czech Republic

Hong Kong

Turkey

Namibia

Botswana

China

Lesotho

Swaziland

Italy

Mozambique

Top export destinations' share

Top import sources' share

0%

1%

2%

3%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 2 4 6 8 10

China

Pakistan

India

Germany

Czech Republic

Hong Kong

Turkey

Namibia

Botswana

China

Lesotho

Swaziland

Italy

Mozambique

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 30

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Wearing apparelProduction weight: 1.1

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-14.0% -13.4% -23.4% -20.5%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

(percentage points)-26.0% -42.4

2.5

3.0

3.5

4.0

4.5

5.0

40

50

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,6

,7

,8

,9

,10

37

40

43

46

49

52

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

20

25

30

35

40

45

56

60

64

68

72

76

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

30

60

90

120

150

180

210

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

15

30

45

60

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

30

40

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 31

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H6203: M ens or boys suits, jackets, trousers, etc not knit - 83.63

To

p l

ose

rs

H6203: M ens or boys suits, jackets, trousers, etc not knit - 498.68

H6103: M ens, boys suits,jackets,trousers, etc knit/crochet - 54.85 H6109: T-shirts, singlets and other vests, knit or crochet - 206.58

H6204: Woven female suits, jacket, dress, etc - 52.94 H6103: M ens, boys suits,jackets,trousers, etc knit/crochet - 174.08

H6109: T-shirts, singlets and other vests, knit or crochet - 65.74 H6204: Woven female suits, jacket, dress, etc - 442.82

H6104: Female suit, dress, skirt, etc, knit or crochet - 63.26 H6110: Jerseys, pullovers, cardigans, etc, knit or crochet - 213.15

H6002: Knit or crochet fabric 0.83

H6502: Hat-forms, strip material, unshaped, etc 0.75To

p g

ain

ers

H6210: Garments made up of felt or coated fabric 97.54

To

p g

ain

ers

H6210: Garments made up of felt or coated fabric 90.32

H6004: Knitted/crocheted fabrics of a width > 30 cm 1.58 H6501: Hat-forms, etc of felt, not shaped, no formed brim 1.07

H6003: Knitted or crocheted fabrics of a width < 30 cm 0.11

Expo rts T o tal ( including o thers) 2 274.56 Impo rts T o tal ( including o thers) 11 795.08

H6103: M ens, boys suits,jackets,trousers, etc knit/crochet 124.43 H6104: Female suit, dress, skirt, etc, knit or crochet 651.86

H6115: Panty hose, tights, hosiery nes, knit or crochet 122.62 H6201: Woven male overcoats, windjackets, etc 468.94

1 245.12

H6104: Female suit, dress, skirt, etc, knit or crochet 140.10 H6109: T-shirts, singlets and other vests, knit or crochet 1 005.07

H6110: Jerseys, pullovers, cardigans, etc, knit or crochet 115.34 H6108: Womens, girls underwear, nightwear, knit/crochet 453.88

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H6203: M ens or boys suits, jackets, trousers, etc not knit 303.24

To

p i

mp

ort

s

H6203: M ens or boys suits, jackets, trousers, etc not knit 1 533.05

H6204: Woven female suits, jacket, dress, etc 183.66 H6204: Woven female suits, jacket, dress, etc 1 286.94

H6109: T-shirts, singlets and other vests, knit or crochet 165.02 H6110: Jerseys, pullovers, cardigans, etc, knit or crochet

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Wearing apparel (cont.)Production weight: 1.1

0

3

6

9

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 15% 30% 45% 60%

China

Swaziland

Mauritius

Lesotho

Bangladesh

Madagascar

India

Namibia

Botswana

Lesotho

Swaziland

Zambia

Mozambique

USA

Top export destinations' share

Top import sources' share

0%

1%

2%

3%

4%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 2 4 6 8

China

Swaziland

Mauritius

Lesotho

Bangladesh

Madagascar

India

Namibia

Botswana

Lesotho

Swaziland

Zambia

Mozambique

USA

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 32

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Leather & leather productsProduction weight: 0.5

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-7.6% -33.5% -37.2% -27.1%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

(percentage points)-32.3% -31

1.0

1.2

1.4

1.6

1.8

2.0

2.2

30

40

50

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,6

,8

,10

,12

,14

4.5

5.0

5.5

6.0

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

0

25

50

75

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

10

20

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

2

4

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

30

40

50

60

70

80

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 33

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H4107: Leather o f o ther animals, no hair, not chamois, etc - 190.69

To

p l

ose

rs

H4202: Trunks, suit-cases, camera cases, handbags, etc - 327.21

H4113: Composition leather, in slabs, sheets or strips - 32.65 H4201: Saddlery and harness, o f any material - 11.87

H4205: Articles of leather and composition leather, nes - 29.39 H4115: Composition leather, in slabs, sheets or strips - 10.91

H4104: Bovine/equine leather, no hair, not chamois, patent - 153.29 H4104: Bovine/equine leather, no hair, not chamois, patent - 30.90

H4202: Trunks, suit-cases, camera cases, handbags, etc - 69.25 H4107: Leather o f o ther animals, no hair, not chamois, etc - 21.17

H4201: Saddlery and harness, o f any material 3.43

To

p g

ain

ers

H4102: Raw skins of sheep or lambs 7.87

To

p g

ain

ers

H4102: Raw skins of sheep or lambs 0.03

H9113: Watch straps, bands, bracelets, & parts thereof 5.32

Expo rts T o tal ( including o thers) 869.65 Impo rts T o tal ( including o thers) 1 145.39

H4115: Composition leather, in slabs, sheets or strips 36.90 H9113: Watch straps, bands, bracelets, & parts thereof 10.66

H4201: Saddlery and harness, o f any material 23.52 H4115: Composition leather, in slabs, sheets or strips 9.31

49.26

H4202: Trunks, suit-cases, camera cases, handbags, etc 152.71 H4201: Saddlery and harness, o f any material 22.47

H4106: Goat or kid skin leather, without hair 18.12 H4205: Articles of leather and composition leather, nes 8.56

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H4104: Bovine/equine leather, no hair, not chamois, patent 217.74

To

p i

mp

ort

s

H4202: Trunks, suit-cases, camera cases, handbags, etc 925.59

H4107: Leather o f o ther animals, no hair, not chamois, etc 209.67 H4107: Leather o f o ther animals, no hair, not chamois, etc 101.07

H4113: Composition leather, in slabs, sheets or strips 176.72 H4104: Bovine/equine leather, no hair, not chamois, patent

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Leather & leather products (cont.)Production weight: 0.5

0.2

0.5

0.8

1.1

1.4

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 15% 30% 45% 60% 75%

China

India

Italy

Pakistan

Vietnam

Indonesia

France

Germany

France

USA

Italy

Namibia

Lesotho

Poland

Top export destinations' share

Top import sources' share

0.1%

0.2%

0.3%

0.4%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0.0 0.3 0.6 0.9

China

India

Italy

Pakistan

Vietnam

Indonesia

France

Germany

France

USA

Italy

Namibia

Lesotho

Poland

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 34

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

FootwearProduction weight: 0.4

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-15.9% -28.5% -41.6% -45.8%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-33.9% -8.8

0.5

1.0

1.5

2.0

30

45

60

75

90

105

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,5

,6

,7

,8

,9

,10

,11

6.0

6.5

7.0

7.5

8.0

8.5

9.0

9.5

10.0

10.5

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

25

40

55

70

85

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

10

20

30

40

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

1

2

3

4

5

6

7

8

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

70

75

80

85

90

95

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 35

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H6404: Footwear with uppers of textile materials - 208.12

To

p l

ose

rs

H6404: Footwear with uppers of textile materials -1 811.02

H6405: Footwear nes, so le not leather, rubber or plastic - 38.92 H6406: Parts o f footwear, in-so les, heel cushion, etc - 7.66

H6401: Waterproof footwear, rubber, plastic - 3.89 H6401: Waterproof footwear, rubber, plastic - 4.88

H6403: Footwear with uppers of leather - 94.37 H6402: Footwear, with outer so le, upper rubber or plastic - 649.61

H6402: Footwear, with outer so le, upper rubber or plastic - 57.82 H6403: Footwear with uppers of leather - 228.99

To

p g

ain

ers

To

p g

ain

ers

H6405: Footwear nes, so le not leather, rubber or plastic 2.95

Expo rts T o tal ( including o thers) 568.41 Impo rts T o tal ( including o thers) 3 194.35

H6404: Footwear with uppers of textile materials 54.87 H6405: Footwear nes, so le not leather, rubber or plastic 78.31

H6406: Parts o f footwear, in-so les, heel cushion, etc 13.26 H6401: Waterproof footwear, rubber, plastic 22.71

573.84

H6401: Waterproof footwear, rubber, plastic 57.52 H6406: Parts o f footwear, in-so les, heel cushion, etc 83.04

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H6403: Footwear with uppers of leather 209.79

To

p i

mp

ort

s

H6402: Footwear, with outer so le, upper rubber or plastic 1 278.91

H6402: Footwear, with outer so le, upper rubber or plastic 163.57 H6403: Footwear with uppers of leather 1 157.53

H6405: Footwear nes, so le not leather, rubber or plastic 69.40 H6404: Footwear with uppers of textile materials

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Footwear (cont.)Production weight: 0.4

0

1

2

3

4

5

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 15% 30% 45% 60%

China

Vietnam

Indonesia

Italy

India

Cambodia

Lesotho

Botswana

Namibia

Lesotho

Swaziland

Zambia

Mozambique

Zimbabwe

Top export destinations' share

Top import sources' share

0.0%

0.5%

1.0%

1.5%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0.0 0.5 1.0 1.5 2.0

China

Vietnam

Indonesia

Italy

India

Cambodia

Lesotho

Botswana

Namibia

Lesotho

Swaziland

Zambia

Mozambique

Zimbabwe

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 36

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Wood & wood productsProduction weight: 4.3

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-13.2% -28.0% -23.8% -24.0%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-26.9% -19.2

2.5

3.0

3.5

4.0

4.5

5.0

50

60

70

80

90

100

110

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,6

,7

,8

,9

,10

,11

,12

38

40

42

44

46

48

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

30

40

50

60

65

75

85

95

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

30

60

90

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

4

8

12

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

60

65

70

75

80

85

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 37

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H4401: Fuel wood, wood in chips/ particles, wood waste - 318.18

To

p l

ose

rs

H4412: P lywood, veneered panels, etc - 189.63

H4407: Wood sawn, chipped lengthwise, sliced or peeled - 90.01 H4410: Particle board, wood, ligneous material - 52.35

H4411: Fibreboard of wood or o ther ligneous materials - 83.00 H4402: Wood charcoal (including shell or nut charcoal) - 39.67

H4410: Particle board, wood, ligneous material - 227.24 H4407: Wood sawn, chipped lengthwise, sliced or peeled - 129.67

H4418: Builders jo inery and carpentry, o f wood - 125.12 H4418: Builders jo inery and carpentry, o f wood - 68.83

H4421: Articles of wood, nes 6.20 H4416: Wooden casks, barrels, vats, tubs, etc 5.37

H4413: Densified wood, in blocks, plates, strips or profile 0.21 H4415: Wooden cases, boxes, crates, drums, pallets, etc 1.66To

p g

ain

ers

H4402: Wood charcoal (including shell or nut charcoal) 44.19

To

p g

ain

ers

H4504: Agglomerated cork and articles thereof 6.67

H4412: P lywood, veneered panels, etc 23.47 H4408: Veneers and sheets for plywood, etc <6mm thick 6.06

H4416: Wooden casks, barrels, vats, tubs, etc 0.11 H4413: Densified wood, in blocks, plates, strips or profile 1.54

Expo rts T o tal ( including o thers) 2 758.31 Impo rts T o tal ( including o thers) 1 949.23

H4403: Wood in the rough or roughly squared 195.61 H4402: Wood charcoal (including shell or nut charcoal) 87.54

H4412: P lywood, veneered panels, etc 110.63 H4418: Builders jo inery and carpentry, o f wood 86.28

214.42

H4402: Wood charcoal (including shell or nut charcoal) 242.79 H4412: P lywood, veneered panels, etc 166.14

H4415: Wooden cases, boxes, crates, drums, pallets, etc 109.44 H4421: Articles of wood, nes 80.66

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H4401: Fuel wood, wood in chips/ particles, wood waste 1 270.69

To

p i

mp

ort

s

H4407: Wood sawn, chipped lengthwise, sliced or peeled 670.54

H4407: Wood sawn, chipped lengthwise, sliced or peeled 298.25 H4416: Wooden casks, barrels, vats, tubs, etc 265.80

H4418: Builders jo inery and carpentry, o f wood 282.15 H4411: Fibreboard of wood or o ther ligneous materials

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Wood & wood products (cont.)Production weight: 4.3

0.5

1.0

1.5

2.0

2.5

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40%

Swaziland

France

China

Malaysia

Indonesia

Namibia

Brazil

Japan

China

UK

Namibia

Botswana

Mozambique

Lesotho

Top export destinations' share

Top import sources' share

0.3%

0.5%

0.7%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0.0 0.4 0.8 1.2

Swaziland

France

China

Malaysia

Indonesia

Namibia

Brazil

Japan

China

UK

Namibia

Botswana

Mozambique

Lesotho

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 38

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Paper & paper productsProduction weight: 4.1

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-8.5% 0.5% 80.6% -5.0%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-10.1% -12

16

18

20

22

80

85

90

95

100

105

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,15

,18

,21

,24

,27

30

32

34

36

38

40

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

15

30

45

60

90

92

94

96

98

100

102

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

20

40

60

80

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

4

8

12

16

20

24

28

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

70

75

80

85

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 39

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H4802: Uncoated paper for writing, printing office machin - 157.45

To

p l

ose

rs

H4703: Chemical wood pulp, soda/sulphate, undissolving - 244.17

H4801: Newsprint - 17.78 H4801: Newsprint - 64.66

H4810: Paper, board, inorganic coated at least one side - 17.26 H4809: Carbon, self-copy paper, etc, width > 36 cm - 55.79

H4819: Paper, board containers, packing items, box files - 42.42 H4802: Uncoated paper for writing, printing office machin - 196.84

H4821: Paper/ paperboard labels including printed labels - 29.85 H4810: Paper, board, inorganic coated at least one side - 112.20

H4804: Uncoated kraft paper and paperboard 231.59 H4818: H.Hold, sanitary, hospital paper articles, clo thing 52.69

H4706: Pulps of o ther fibrous cellulosic material 81.52 H4819: Paper, board containers, packing items, box files 32.07To

p g

ain

ers

H4702: Chemical wood pulp, disso lving grades 3 942.06

To

p g

ain

ers

H4811: Paper, board, etc coated, impregnated, co loured 163.32

H4805: Uncoated paper and paperboard nes 268.23 H4805: Uncoated paper and paperboard nes 85.36

H4818: H.Hold, sanitary, hospital paper articles, clo thing 61.96 H4804: Uncoated kraft paper and paperboard 26.45

Expo rts T o tal ( including o thers) 9 918.97 Impo rts T o tal ( including o thers) 7 425.31

H4819: Paper, board containers, packing items, box files 561.93 H4703: Chemical wood pulp, soda/sulphate, undissolving 544.03

H4802: Uncoated paper for writing, printing office machin 504.71 H4819: Paper, board containers, packing items, box files 425.08

813.51

H4805: Uncoated paper and paperboard nes 571.65 H4802: Uncoated paper for writing, printing office machin 759.68

H4818: H.Hold, sanitary, hospital paper articles, clo thing 382.08 H4805: Uncoated paper and paperboard nes 366.35

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H4702: Chemical wood pulp, disso lving grades 5 065.39

To

p i

mp

ort

s

H4811: Paper, board, etc coated, impregnated, co loured 1 783.11

H4804: Uncoated kraft paper and paperboard 1 143.75 H4810: Paper, board, inorganic coated at least one side 1 497.83

H4703: Chemical wood pulp, soda/sulphate, undissolving 593.06 H4804: Uncoated kraft paper and paperboard

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Paper & paper products (cont.)Production weight: 4.1

2

3

4

5

6

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 4% 8% 12% 16% 20% 24% 28%

Germany

Brazil

China

USA

Finland

Sweden

Italy

China

India

Indonesia

Zimbabwe

Thailand

Namibia

Botswana

Top export destinations' share

Top import sources' share

0%

1%

2%

3%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2 3

Germany

Brazil

China

USA

Finland

Sweden

Italy

China

India

Indonesia

Zimbabwe

Thailand

Namibia

Botswana

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 40

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Printing, publishing & recorded mediaProduction weight: 3.0

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-14.8% -6.8% 35.0% 0.2%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-26.1% -35.3

3.0

3.5

4.0

4.5

5.0

5.5

6.0

6.5

7.0

40

55

70

85

100

115

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

15

17

19

21

23

44

47

50

53

56

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

18

23

28

33

38

43

48

53

80

85

90

95

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

30

60

90

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

10

20

30

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

30

40

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 41

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H4911: Printed matter, catalogues, pictures and photos - 41.63

To

p l

ose

rs

H4901: Printed reading books, brochures, leaflets, etc - 174.31

H8442: M achinery or equipment for print preparation - 4.13 H4902: Newspapers, journals and periodicals - 8.62

H4904: M usic, printed or in manuscript - 3.15 H4908: Transfers (decalcomanias) - 5.52

H4820: Office books, forms, exercise books, fo lders, etc - 39.76 H4911: Printed matter, catalogues, pictures and photos - 164.68

H4902: Newspapers, journals and periodicals - 23.71 H4820: Office books, forms, exercise books, fo lders, etc - 21.22

H4903: Children's picture, drawing or co louring books 4.54

To

p g

ain

ers

H4901: Printed reading books, brochures, leaflets, etc 389.68

To

p g

ain

ers

H4907: Documents of title (bonds etc), unused stamps, etc 375.01

H4903: Children's picture, drawing or co louring books 0.03 H8442: M achinery or equipment for print preparation 10.90

Expo rts T o tal ( including o thers) 1 051.05 Impo rts T o tal ( including o thers) 7 403.38

H4908: Transfers (decalcomanias) 18.30 H8442: M achinery or equipment for print preparation 32.87

H8442: M achinery or equipment for print preparation 6.48 H4903: Children's picture, drawing or co louring books 23.62

237.14

H4902: Newspapers, journals and periodicals 36.72 H4820: Office books, forms, exercise books, fo lders, etc 72.88

H4910: Calendars, printed 2.74 H4908: Transfers (decalcomanias) 9.20

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H4901: Printed reading books, brochures, leaflets, etc 745.47

To

p i

mp

ort

s

H4907: Documents of title (bonds etc), unused stamps, etc 6 518.87

H4820: Office books, forms, exercise books, fo lders, etc 122.53 H4901: Printed reading books, brochures, leaflets, etc 489.52

H4911: Printed matter, catalogues, pictures and photos 111.94 H4911: Printed matter, catalogues, pictures and photos

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Printing, publishing & recorded media (cont.)Production weight: 3.0

0

1

2

3

4

5

6

7

8

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 15% 30% 45% 60%

UK

Switzerland

USA

China

Kenya

Ireland

Belgium

Angola

Namibia

Swaziland

Botswana

Zimbabwe

Lesotho

Zambia

Top export destinations' share

Top import sources' share

0.0%

0.5%

1.0%

1.5%

2.0%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2 3 4

UK

Switzerland

USA

China

Kenya

Ireland

Belgium

Angola

Namibia

Swaziland

Botswana

Zimbabwe

Lesotho

Zambia

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 42

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Coke & refined petroleum productsProduction weight: 8.7

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-1.8% 4.0% -12.1% -17.5%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-26.6% -22.4

15

20

25

30

35

40

45

50

50

60

70

80

90

100

110

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

38

42

46

50

54

22

24

26

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

15

25

35

45

55

94

96

98

100

102

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

20

40

60

80

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

5

10

15

20

25

30

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

60

65

70

75

80

85

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 43

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H2710: Petro leum oils, bituminous, distillates, except crude -3 294.98

To

p l

ose

rs

H2710: Petro leum oils, bituminous, distillates, except crude -4 380.87

H2706: Tar from coal, lignite or peat, o ther mineral tars - 0.66 H2713: Petro leum coke, bitumen & other o il industry residues - 139.23

H8401: Nuclear reactors,fuel elements,isotope separators - 0.22 H2844: Radioactive elements, isotopes, compounds and mixtures - 10.45

H2704: Retort carbon, coke/semi-coke of coal, lignite,peat - 108.22 H2704: Retort carbon, coke/semi-coke of coal, lignite,peat -1 545.32

H2713: Petro leum coke, bitumen & other o il industry residues - 98.20 H8401: Nuclear reactors,fuel elements,isotope separators - 564.56

H2711: Petro leum gases & other gaseous hydrocarbons 37.14 H3826: B iodiesel and mixtures thereof, containing ≤70 per cent by mass of petro leum oils 1.26

H3826: B iodiesel and mixtures thereof, containing ≤70 per cent by mass of petro leum oils 4.54 H2706: Tar from coal, lignite or peat, o ther mineral tars 0.30To

p g

ain

ers

H2712: Petro leum jelly and wax, o ther mineral waxes 610.89

To

p g

ain

ers

H2711: Petro leum gases & other gaseous hydrocarbons 164.92

H2844: Radioactive elements, isotopes, compounds and mixtures 122.19 H2712: Petro leum jelly and wax, o ther mineral waxes 40.19

Expo rts T o tal ( including o thers) 19 794.64 Impo rts T o tal ( including o thers) 30 264.91

H2713: Petro leum coke, bitumen & other o il industry residues 223.26 H2704: Retort carbon, coke/semi-coke of coal, lignite,peat 143.88

H2704: Retort carbon, coke/semi-coke of coal, lignite,peat 156.74 H2844: Radioactive elements, isotopes, compounds and mixtures 50.91

550.77

H2844: Radioactive elements, isotopes, compounds and mixtures 291.84 H2712: Petro leum jelly and wax, o ther mineral waxes 265.88

H3826: B iodiesel and mixtures thereof, containing ≤70 per cent by mass of petro leum oils 5.07 H3826: B iodiesel and mixtures thereof, containing ≤70 per cent by mass of petro leum oils 2.21

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H2710: Petro leum oils, bituminous, distillates, except crude 16 876.90

To

p i

mp

ort

s

H2710: Petro leum oils, bituminous, distillates, except crude 28 393.97

H2712: Petro leum jelly and wax, o ther mineral waxes 1 804.62 H2711: Petro leum gases & other gaseous hydrocarbons 855.21

H2711: Petro leum gases & other gaseous hydrocarbons 435.59 H2713: Petro leum coke, bitumen & other o il industry residues

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Coke & refined petroleum products (cont.)Production weight: 8.7

6

10

14

18

22

26

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20%

UAE

Oman

India

Saudi Arabia

Malaysia

USA

Singapore

Botswana

Lesotho

Namibia

Germany

Swaziland

Zimbabwe

DRC

Top export destinations' share

Top import sources' share

2%

4%

6%

8%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 2 4 6

UAE

Oman

India

Saudi Arabia

Malaysia

USA

Singapore

Botswana

Lesotho

Namibia

Germany

Swaziland

Zimbabwe

DRC

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 44

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Basic chemicalsProduction weight: 4.3

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-7.9% -4.3% -6.9% -3.0%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

3.9% -25.9

22

23

24

25

26

27

85

90

95

100

105

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

22

24

26

28

30

32

20

21

22

23

24

25

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

0

20

40

60

80

85

90

95

100

105

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

2

4

6

8

10

12

14

16

18

20

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

1

2

3

4

5

6

7

8

9

10

11

12

13

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

50

60

70

80

90

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 45

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H2825: Hydrazine, hydroxylamine, metal oxides etc -1 320.74

To

p l

ose

rs

H3105: Fertilizer mixtures in packs of < 10kg - 361.87

H2707: Coal-tar distillation products including o ils - 631.23 H3901: Polymers of ethylene, in primary forms - 191.66

H3901: Polymers of ethylene, in primary forms - 381.16 H3907: Polyacetals, po lyethers, etc, primary - 185.96

H2849: Carbides, whether or not chemically defined -1 052.25 H2917: Polycarboxylic acid, derivatives - 236.28

H3902: Polymers of propylene, o lefins in primary forms - 646.71 H2905: Acyclic alcohols and their derivatives - 195.77

H2901: Acyclic hydrocarbons 301.28 H2930: Organo-sulphur compounds 121.58

H2835: Phosphatic compounds 292.64 H3102: M ineral or chemical fertilizers, nitrogenous 89.62To

p g

ain

ers

H2833: Sulphates, alums, peroxosulphates (persulphates) 1 244.01

To

p g

ain

ers

H2843: Precious metal co llo ids, compounds & amalgams 933.82

H3507: Enzymes, prepared enzymes 365.28 H2933: Heterocyclics, nitrogen hetero atom only, etc 232.33

H2905: Acyclic alcohols and their derivatives 201.18 H3507: Enzymes, prepared enzymes 78.92

Expo rts T o tal ( including o thers) 24 351.90 Impo rts T o tal ( including o thers) 25 147.48

H3102: M ineral or chemical fertilizers, nitrogenous 1 312.80 H2917: Polycarboxylic acid, derivatives 882.94

H2914: Ketones and quinones, their derivatives 1 112.81 H2933: Heterocyclics, nitrogen hetero atom only, etc 882.05

1 311.62

H2905: Acyclic alcohols and their derivatives 1 690.77 H3907: Polyacetals, po lyethers, etc, primary 1 084.61

H3901: Polymers of ethylene, in primary forms 820.73 H2836: Carbonates 808.17

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H2901: Acyclic hydrocarbons 3 366.56

To

p i

mp

ort

s

H3901: Polymers of ethylene, in primary forms 1 496.40

H3902: Polymers of propylene, o lefins in primary forms 2 820.30 H2843: Precious metal co llo ids, compounds & amalgams 1 440.16

H2833: Sulphates, alums, peroxosulphates (persulphates) 2 812.38 H3102: M ineral or chemical fertilizers, nitrogenous

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Basic chemicals (cont.)Production weight: 4.3

9

12

15

18

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 5% 10% 15% 20% 25%

China

USA

Germany

India

Saudi Arabia

Netherlands

South Korea

Belgium

USA

Zambia

Zimbabwe

Netherlands

Singapore

India

Top export destinations' share

Top import sources' share

3.5%

4.0%

4.5%

5.0%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 2 4 6

China

USA

Germany

India

Saudi Arabia

Netherlands

South Korea

Belgium

USA

Zambia

Zimbabwe

Netherlands

Singapore

India

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 46

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Other chemicals & man-made fibresProduction weight: 6.2

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-0.1% -4.3% 8.5% 8.9%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-1.8% -6.2

28

30

32

34

36

38

90

95

100

105

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,20

,22

,24

,26

,28

,30

55

60

65

70

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

26

30

34

38

42

46

50

90

92

94

96

98

100

102

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

25

50

75

100

125

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

15

30

45

60

75

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

75

77

79

81

83

85

87

89

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 47

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H3814: Organic composite so lvents,paint,varnish remover - 130.70

To

p l

ose

rs

H3302: M ixted odoriferous substances for industrial use - 421.66

H3208: Polymer based paints, non-aqueous varnishes - 75.21 H3824: Prepared binders for foundary moulds or cores - 251.05

H3305: Hair preparations - 58.49 H5402: Synth. filament yarn(not sewing thread) not retail - 144.96

H3307: Shaving and to ilet preparations nes, deodorizers - 92.57 H8523: Prepared unrecorded sound recording media - 297.72

H8523: Prepared unrecorded sound recording media - 85.57 H3304: Beauty, make-up and skin care preparations - 264.59

H3402: Organic surface active agent, preparation, except soap 238.44 H3808: Insecticides, fungicides, herbicides etc (retail) 636.09

H3822: Composite diagnostic or laboratory reagents 195.86 H3811: Gasoline and o il additives 364.12To

p g

ain

ers

H3808: Insecticides, fungicides, herbicides etc (retail) 644.43

To

p g

ain

ers

H3004: M edicaments, therapeutic, prophylactic use 2 121.24

H3815: Reaction initiators, accelerators & catalysts 549.12 H3822: Composite diagnostic or laboratory reagents 1 187.11

H3824: Prepared binders for foundary moulds or cores 166.78 H3002: B lood, antisera, vaccines, toxins and cultures 267.23

Expo rts T o tal ( including o thers) 21 651.23 Impo rts T o tal ( including o thers) 47 496.00

H3402: Organic surface active agent, preparation, except soap 1 550.33 H3808: Insecticides, fungicides, herbicides etc (retail) 2 877.88

H3401: Soaps 1 175.09 H3824: Prepared binders for foundary moulds or cores 2 012.34

3 317.14

H3304: Beauty, make-up and skin care preparations 1 871.60 H3822: Composite diagnostic or laboratory reagents 2 933.12

H3824: Prepared binders for foundary moulds or cores 1 075.62 H3811: Gasoline and o il additives 1 528.38

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H3815: Reaction initiators, accelerators & catalysts 3 029.73

To

p i

mp

ort

s

H3004: M edicaments, therapeutic, prophylactic use 14 349.57

H3004: M edicaments, therapeutic, prophylactic use 2 244.90 H3002: B lood, antisera, vaccines, toxins and cultures 3 849.70

H3808: Insecticides, fungicides, herbicides etc (retail) 2 183.54 H3302: M ixted odoriferous substances for industrial use

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Other chemicals & man-made fibres (cont.)Production weight: 6.2

5

10

15

20

25

30

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 3% 6% 9% 12% 15%

USA

Germany

India

China

France

Swaziland

Spain

Namibia

Netherlands

Botswana

USA

Zambia

Zimbabwe

Mozambique

Top export destinations' share

Top import sources' share

2%

4%

6%

8%

10%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 2 4 6 8

USA

Germany

India

China

France

Swaziland

Spain

Namibia

Netherlands

Botswana

USA

Zambia

Zimbabwe

Mozambique

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 48

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Rubber productsProduction weight: 1.2

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-8.6% -22.2% -11.5% -14.5%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-22.0% -34

2

3

4

5

50

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,18

,20

,22

,24

,26

,28

10

11

12

13

14

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

20

35

50

65

85

88

91

94

97

100

103

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

10

20

30

40

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

3

6

9

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

45

55

65

75

85

95

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 49

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H4011: New pneumatic tyres, o f rubber - 193.47

To

p l

ose

rs

H4011: New pneumatic tyres, o f rubber - 992.54

H4009: Rubber tube, pipe, hose, except hard rubber - 27.32 H4009: Rubber tube, pipe, hose, except hard rubber - 29.50

H4012: Tyres nes, retreaded, etc, so lid, cushioned - 16.74 H5906: Rubberised textile fabric, except tyre cord - 21.54

H4010: Conveyor and similar belts or belting of rubber - 74.45 H4016: Articles of vulcanised rubber except hard rubber - 114.53

H4016: Articles of vulcanised rubber except hard rubber - 50.55 H9801: Original equipment components - 63.41

H4005: Compounded unvulcanised rubber in primary form 3.24

H4007: Vulcanised rubber thread and cord 1.53To

p g

ain

ers

H4015: Rubber clo thing & accessories, but hard rubber 19.91

To

p g

ain

ers

H4015: Rubber clo thing & accessories, but hard rubber 123.25

H5906: Rubberised textile fabric, except tyre cord 10.16 H4006: Unvulcanised rubber as rods, tubes, discs, etc 3.40

H4003: Reclaimed rubber in primary forms or in sheets 0.64

Expo rts T o tal ( including o thers) 2 643.35 Impo rts T o tal ( including o thers) 6 772.98

H4015: Rubber clo thing & accessories, but hard rubber 59.52 H4015: Rubber clo thing & accessories, but hard rubber 414.51

H4005: Compounded unvulcanised rubber in primary form 48.69 H9801: Original equipment components 274.07

594.07

H4009: Rubber tube, pipe, hose, except hard rubber 221.97 H4009: Rubber tube, pipe, hose, except hard rubber 474.73

H4012: Tyres nes, retreaded, etc, so lid, cushioned 47.54 H4014: Hygienic or pharmaceutical articles of rubber 163.18

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H4011: New pneumatic tyres, o f rubber 1 581.37

To

p i

mp

ort

s

H4011: New pneumatic tyres, o f rubber 3 602.19

H4010: Conveyor and similar belts or belting of rubber 318.50 H4016: Articles of vulcanised rubber except hard rubber 863.54

H4016: Articles of vulcanised rubber except hard rubber 270.88 H4010: Conveyor and similar belts or belting of rubber

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Rubber products (cont.)Production weight: 1.2

1

2

3

4

5

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 5% 10% 15% 20% 25% 30%

China

USA

Germany

Japan

Thailand

Malaysia

Poland

Zambia

Namibia

Botswana

Zimbabwe

DRC

Swaziland

Mozambique

Top export destinations' share

Top import sources' share

0.0%

0.5%

1.0%

1.5%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2

China

USA

Germany

Japan

Thailand

Malaysia

Poland

Zambia

Namibia

Botswana

Zimbabwe

DRC

Swaziland

Mozambique

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 50

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Plastic productsProduction weight: 2.7

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-4.9% -7.3% 5.1% -7.7%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-12.8% -6.1

13

14

15

16

17

18

19

80

83

86

89

92

95

98

101

104

107

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

11

13

15

17

19

40

42

44

46

48

50

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

25

30

35

40

45

50

55

88

91

94

97

100

103

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

15

30

45

60

75

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

4

8

12

16

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

75

78

81

84

87

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 51

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H3926: P lastic articles nes - 86.13

To

p l

ose

rs

H3917: P lastic tube, pipe, hose and fittings - 210.20

H3917: P lastic tube, pipe, hose and fittings - 39.95 H3918: P lastic floor, wall or ceiling covering, ro ll or tiles - 62.86

H3925: P lastic articles for use in construction nes - 37.35 H3924: P lastic table, kitchen, household, to ilet articles - 53.52

H3924: P lastic table, kitchen, household, to ilet articles - 48.34 H3920: P lastic plate, sheet, film not cellular, reinforced - 107.21

H3920: P lastic plate, sheet, film not cellular, reinforced - 43.87 H3919: Self-adhesive plates, sheets, film, etc of plastic - 99.47

To

p g

ain

ers

H3923: Containers, bobbins and packages, o f plastics 573.21

To

p g

ain

ers

H3923: Containers, bobbins and packages, o f plastics 31.23

H8547: Insulating fittings for electrical equipment 0.79

Expo rts T o tal ( including o thers) 4 225.20 Impo rts T o tal ( including o thers) 7 968.27

H3924: P lastic table, kitchen, household, to ilet articles 215.20 H3919: Self-adhesive plates, sheets, film, etc of plastic 916.93

H3921: P lastic plate, sheet, film, fo il, strip, cellular, nes 140.13 H3917: P lastic tube, pipe, hose and fittings 761.21

1 163.02

H3920: P lastic plate, sheet, film not cellular, reinforced 382.13 H3921: P lastic plate, sheet, film, fo il, strip, cellular, nes 957.68

H3919: Self-adhesive plates, sheets, film, etc of plastic 125.96 H3924: P lastic table, kitchen, household, to ilet articles 371.66

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H3923: Containers, bobbins and packages, o f plastics 1 790.77

To

p i

mp

ort

s

H3926: P lastic articles nes 1 626.55

H3917: P lastic tube, pipe, hose and fittings 676.58 H3920: P lastic plate, sheet, film not cellular, reinforced 1 429.85

H3926: P lastic articles nes 561.60 H3923: Containers, bobbins and packages, o f plastics

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Plastic products (cont.)Production weight: 2.7

1

2

3

4

5

6

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30%

China

Germany

India

USA

Italy

UK

Spain

UK

Namibia

Botswana

Mozambique

Zambia

Swaziland

Zimbabwe

Top export destinations' share

Top import sources' share

0%

1%

2%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2 3

China

Germany

India

USA

Italy

UK

Spain

UK

Namibia

Botswana

Mozambique

Zambia

Swaziland

Zimbabwe

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 52

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Glass & glass productsProduction weight: 0.7

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-13.7% -3.7% -29.4% -19.3%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-20.6% -40.4

1.5

2.0

2.5

3.0

3.5

60

70

80

90

100

110

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,15

,17

,19

,21

7.5

8.0

8.5

9.0

9.5

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

15

30

45

60

75

75

85

95

105

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

10

20

30

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

3

6

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

40

50

60

70

80

90

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 53

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H7010: Glass bottles, flasks, jars, phials, stoppers, etc - 115.28

To

p l

ose

rs

H7013: Glassware for table, kitchen, to ilet, decoration - 110.32

H7013: Glassware for table, kitchen, to ilet, decoration - 18.16 H7009: Glass mirrors, whether or not framed - 36.04

H7019: Glass fibres, glass wool, and articles thereof - 7.49 H7019: Glass fibres, glass wool, and articles thereof - 24.68

H7005: Float glass, surface ground, po lished glass - 78.53 H7005: Float glass, surface ground, po lished glass - 77.59

H7007: Safety glass (toughened, tempered, laminated) - 74.98 H7007: Safety glass (toughened, tempered, laminated) - 39.15

H7015: Glasses for spectacles, clocks, watches, unworked 0.65

H7003: Cast and ro lled glass, sheets and profiles 0.42To

p g

ain

ers

H7018: Glass beads, imitation stones (not jewelery), etc 0.91

To

p g

ain

ers

H7008: M ultiple-walled insulating units o f glass 0.07

H7006: Cast, drawn/float glass sheet, edge worked/ bent 0.74

H7001: Glass cullet, waste or scrap, glass in the mass 0.03

Expo rts T o tal ( including o thers) 744.90 Impo rts T o tal ( including o thers) 1 504.76

H7019: Glass fibres, glass wool, and articles thereof 32.58 H7009: Glass mirrors, whether or not framed 188.82

H7009: Glass mirrors, whether or not framed 20.85 H7005: Float glass, surface ground, po lished glass 84.89

217.14

H7013: Glassware for table, kitchen, to ilet, decoration 48.79 H7019: Glass fibres, glass wool, and articles thereof 192.89

H7003: Cast and ro lled glass, sheets and profiles 9.35 H7020: Articles of glass, nes 63.99

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H7007: Safety glass (toughened, tempered, laminated) 231.90

To

p i

mp

ort

s

H7013: Glassware for table, kitchen, to ilet, decoration 337.98

H7010: Glass bottles, flasks, jars, phials, stoppers, etc 225.93 H7007: Safety glass (toughened, tempered, laminated) 299.32

H7005: Float glass, surface ground, po lished glass 138.94 H7010: Glass bottles, flasks, jars, phials, stoppers, etc

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Glass & glass products (cont.)Production weight: 0.7

0.0

0.5

1.0

1.5

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 15% 30% 45%

China

USA

France

Germany

UAE

India

UK

Namibia

Mozambique

Zimbabwe

Belgium

UK

Morocco

Botswana

Top export destinations' share

Top import sources' share

0.1%

0.2%

0.3%

0.4%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0.0 0.2 0.4 0.6 0.8

China

USA

France

Germany

UAE

India

UK

Namibia

Mozambique

Zimbabwe

Belgium

UK

Morocco

Botswana

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 54

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Non-metallic mineral productsProduction weight: 2.5

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-8.3% -13.1% -17.7% -24.7%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-32.4% -33.5

6

8

10

12

14

16

30

40

50

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,12

,14

,16

,18

,20

45

47

49

51

53

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

30

40

50

60

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

30

60

90

120

150

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

4

8

12

16

20

24

28

32

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

40

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 55

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H2522: Quicklime,slaked, hydraulic lime for construction - 110.26

To

p l

ose

rs

H6909: Ceramic laboratory, technical, packaging articles - 519.77

H6806: Slag wool, rock wool, insulating minerals - 54.39 H2523: Cement (portland, aluminous, slag or hydraulic) - 153.55

H2715: B ituminous mix, mastic from asphalt, bitumen etc - 51.35 H6902: Refractory brick,block, tile, etc not siliceous-earths - 131.19

H2523: Cement (portland, aluminous, slag or hydraulic) - 74.64 H6907: Unglazed ceramic flags, paving, hearth / wall tiles - 324.11

H6902: Refractory brick,block, tile, etc not siliceous-earths - 57.10 H6806: Slag wool, rock wool, insulating minerals - 188.95

H6815: Articles of stone or o ther mineral substances 3.91

H6903: Refractory ceramic articles not for construction 3.19To

p g

ain

ers

H3816: Refractory cements, mortars, etc except graphite 8.65

To

p g

ain

ers

H6815: Articles of stone or o ther mineral substances 99.89

H6809: Articles of plaster or plaster based compositions 4.58 H2715: B ituminous mix, mastic from asphalt, bitumen etc 0.11

H6909: Ceramic laboratory, technical, packaging articles 2.40

Expo rts T o tal ( including o thers) 2 695.20 Impo rts T o tal ( including o thers) 4 689.21

H3801: Artificial, graphite and preparations 118.40 H2523: Cement (portland, aluminous, slag or hydraulic) 346.87

H6910: Ceramic bathroom,kitchen &other sanitary fixtures 97.92 H6806: Slag wool, rock wool, insulating minerals 238.92

527.92

H6802: Worked monumental,building stone,articles thereof 163.27 H6815: Articles of stone or o ther mineral substances 349.47

H6809: Articles of plaster or plaster based compositions 95.96 H6805: Abrasive clo ths, papers, etc (including sandpaper) 162.75

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H2523: Cement (portland, aluminous, slag or hydraulic) 643.03

To

p i

mp

ort

s

H6909: Ceramic laboratory, technical, packaging articles 1 115.27

H6909: Ceramic laboratory, technical, packaging articles 503.79 H6907: Unglazed ceramic flags, paving, hearth / wall tiles 568.60

H6907: Unglazed ceramic flags, paving, hearth / wall tiles 258.44 H6902: Refractory brick,block, tile, etc not siliceous-earths

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Non-metallic mineral products (cont.)Production weight: 2.5

0

1

2

3

4

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30%

China

USA

Germany

Poland

Japan

Italy

India

Botswana

Swaziland

Zimbabwe

Lesotho

Namibia

Zambia

China

Top export destinations' share

Top import sources' share

0.0%

0.5%

1.0%

1.5%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0.0 0.5 1.0 1.5

China

USA

Germany

Poland

Japan

Italy

India

Botswana

Swaziland

Zimbabwe

Lesotho

Namibia

Zambia

China

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 56

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Basic iron & steel productsProduction weight: 3.6

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-9.9% -13.8% -30.3% -15.9%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-34.2% -36.4

15

20

25

30

35

40

30

45

60

75

90

105

120

135

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,22

,24

,26

,28

,30

,32

24

26

28

30

32

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

10

15

20

25

30

35

40

90

93

96

99

102

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

30

60

90

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

15

30

45

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

30

40

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 57

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H7202: Ferro-alloys -5 684.42

To

p l

ose

rs

H7225: Flat-ro lled alloy steel, width >600mm - 363.28

H7207: Semi-finished products of iron or non-alloy steel - 756.91 H7202: Ferro-alloys - 84.18

H7201: P ig iron and spiegeleisen in primary forms - 689.65 H7304: Tube/ ho llow profile, seamless iron/steel not cast - 73.41

H7208: Hot-ro lled products, iron/steel, width>600mm, etc -1 721.78 H7307: P ipe fittings, o f iron or steel - 214.18

H7219: Rolled stainless steel sheet, width > 600mm -1 209.95 H7210: Flat-ro lled iron/steel, >600mm, clad, plated/ coated - 202.07

H7224: A lloy steel in ingots in primary form/ semi-finished 2.41 H7303: Tubes, pipes and hollow profiles, o f cast iron 11.20

H7206: Iron and non-alloy steel in primary forms, ingots 0.76 H7206: Iron and non-alloy steel in primary forms, ingots 3.28To

p g

ain

ers

H7302: Railway & tramway track material o f iron or steel 35.59

To

p g

ain

ers

H7302: Railway & tramway track material o f iron or steel 38.28

H7223: Wire of stainless steel 3.30 H7305: P ipe, welded iron/steel, diameter > 406.4mm 11.88

H7218: Stainless steel in primary forms, semi-finish prodts 2.36

Expo rts T o tal ( including o thers) 30 940.42 Impo rts T o tal ( including o thers) 7 519.57

H7208: Hot-ro lled products, iron/steel, width>600mm, etc 646.00 H7306: Tube, pipe of iron/steel, not seamless > 406.4mm 490.81

H7207: Semi-finished products of iron or non-alloy steel 639.06 H7208: Hot-ro lled products, iron/steel, width>600mm, etc 474.30

783.00

H7201: P ig iron and spiegeleisen in primary forms 753.96 H7307: P ipe fittings, o f iron or steel 590.94

H7214: Iron/steel bar, forged hot-ro lled drawn, extruded 571.09 H7219: Rolled stainless steel sheet, width > 600mm 394.28

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H7202: Ferro-alloys 20 725.80

To

p i

mp

ort

s

H7210: Flat-ro lled iron/steel, >600mm, clad, plated/ coated 1 653.01

H7219: Rolled stainless steel sheet, width > 600mm 3 453.94 H7202: Ferro-alloys 1 113.38

H7210: Flat-ro lled iron/steel, >600mm, clad, plated/ coated 1 131.85 H7225: Flat-ro lled alloy steel, width >600mm

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Basic iron & steel products (cont.)Production weight: 3.6

0

5

10

15

20

25

30

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40%

China

Germany

Brazil

Japan

Russia

Taiwan

New Caledonia

China

UAE

USA

Indonesia

Mozambique

Netherlands

Italy

Top export destinations' share

Top import sources' share

0%

2%

4%

6%

8%

10%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 2 4 6 8

China

Germany

Brazil

Japan

Russia

Taiwan

New Caledonia

China

UAE

USA

Indonesia

Mozambique

Netherlands

Italy

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 58

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Basic non-ferrous metal productsProduction weight: 2.6

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-14.8% 4.1% 2.2% -19.5%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-15.4% -25.3

25

30

35

40

45

50

80

90

100

110

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,22

,24

,26

,28

,30

,32

,34

,36

12

14

16

18

20

22

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

10

25

40

55

70

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

8

16

24

32

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

2

4

6

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 59

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H8111: M anganese, articles thereof, waste or scrap - 754.11

To

p l

ose

rs

H2818: A luminium oxide, hydroxide & artificial corundum -1 023.04

H7608: A luminium tubes and pipes - 229.57 H7601: Unwrought aluminium - 244.31

H7411: Copper pipes, tubes - 117.71 H7606: A luminium plates, sheets&strip, thickness> 0.2 mm - 88.38

H7606: A luminium plates, sheets&strip, thickness> 0.2 mm - 554.08 H7408: Copper wire - 976.69

H7402: Unrefined copper, copper anodes, etc - 312.39 H7901: Unwrought zinc - 386.21

H7401: Copper mattes/cement (precipitated copper) 73.76 H7603: A luminium powders and flakes 28.67

H7405: M aster alloys of copper 42.48 H7106: Silver, unwrought or semi-manufactured, etc 22.21To

p g

ain

ers

H7601: Unwrought aluminium 1 697.15

To

p g

ain

ers

H7403: Refined copper and copper alloys, unwrought 191.04

H7502: Unwrought nickel 869.41 H7409: Copper plates, sheets &strips, thickness> 0.15mm 170.21

H7407: Copper bars, rods and profiles 42.20 H7507: Nickel tubes, pipes and tube or pipe fittings 18.63

Expo rts T o tal ( including o thers) 17 890.91 Impo rts T o tal ( including o thers) 11 290.98

H7403: Refined copper and copper alloys, unwrought 960.64 H7403: Refined copper and copper alloys, unwrought 751.43

H8111: M anganese, articles thereof, waste or scrap 453.91 H7604: A luminium bars, rods and profiles 595.76

1 296.86

H7402: Unrefined copper, copper anodes, etc 1 701.26 H7901: Unwrought zinc 782.98

H7608: A luminium tubes and pipes 386.09 H7601: Unwrought aluminium 419.57

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H7601: Unwrought aluminium 8 434.01

To

p i

mp

ort

s

H2818: A luminium oxide, hydroxide & artificial corundum 3 108.37

H7502: Unwrought nickel 2 289.03 H7408: Copper wire 2 084.39

H7606: A luminium plates, sheets&strip, thickness> 0.2 mm 2 272.65 H7606: A luminium plates, sheets&strip, thickness> 0.2 mm

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Basic non-ferrous metal products (cont.)Production weight: 2.6

4

7

10

13

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30%

Australia

China

Russia

Zambia

Brazil

UAE

Belgium

Netherlands

China

USA

Japan

UK

Thailand

Singapore

Top export destinations' share

Top import sources' share

1%

2%

3%

4%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2 3 4

Australia

China

Russia

Zambia

Brazil

UAE

Belgium

Netherlands

China

USA

Japan

UK

Thailand

Singapore

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 60

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Metal products (excl machinery)Production weight: 5.8

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-9.5% -24.1% -27.0% -6.7%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-24.1% -29.9

8

10

12

14

16

18

50

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,12

,14

,16

,18

,20

,22

95

100

105

110

115

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

30

33

36

39

42

45

48

60

65

70

75

80

85

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

30

60

90

120

150

180

210

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

15

30

45

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

40

50

60

70

80

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 61

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H7326: Articles of iron or steel nes - 794.07

To

p l

ose

rs

H7318: Screws, bo lts, nuts, rivets, etc, iron or steel - 191.38

H7612: A luminium casks, drums, etc capacity <300l - 124.67 H8301: Padlocks, locks, clasps with locks, keys - 95.24

H7610: A luminium structures, parts nes, for construction - 76.01 H7323: Table, kitchen, household items of iron or steel - 92.75

H8207: Interchangeable too ls & dies for hand/power too ls - 564.54 H8302: Base metal fittings for furniture, doors, cars, etc - 157.57

H7308: Structures, parts o f structures of iron or steel - 207.87 H7325: Cast articles, o f iron or steel nes - 131.38

H7314: Iron/ steel clo th, grill, fencing and expanded metal 20.05 H7309: Reservoirs, tanks, vats, etc, iron/ steel cap >300l 46.31

H8209: Tool plates, etc, sintered metal carbide, cermet 4.81 H7311: Containers for compressed gas (iron/steel) 43.29To

p g

ain

ers

H7313: Wire for fencing, including barbed wire 58.58

To

p g

ain

ers

H8207: Interchangeable too ls & dies for hand/power too ls 510.93

H7325: Cast articles, o f iron or steel nes 21.47 H8404: Auxiliary plant for bo ilers 67.83

H7324: Sanitary ware and parts thereof, o f iron or steel 4.12 H8202: Hand saws and blades for saws of all kinds 10.61

Expo rts T o tal ( including o thers) 6 328.93 Impo rts T o tal ( including o thers) 9 679.08

H7314: Iron/ steel clo th, grill, fencing and expanded metal 467.30 H7312: Stranded steel wire, etc, without electric insulation 360.74

H7612: A luminium casks, drums, etc capacity <300l 364.40 H8301: Padlocks, locks, clasps with locks, keys 355.93

937.12

H7318: Screws, bo lts, nuts, rivets, etc, iron or steel 535.72 H8302: Base metal fittings for furniture, doors, cars, etc 710.98

H8302: Base metal fittings for furniture, doors, cars, etc 198.12 H8309: Stoppers, caps, lids, etc o f base metal 325.67

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H7326: Articles of iron or steel nes 1 228.19

To

p i

mp

ort

s

H8207: Interchangeable too ls & dies for hand/power too ls 1 491.16

H8207: Interchangeable too ls & dies for hand/power too ls 570.09 H7318: Screws, bo lts, nuts, rivets, etc, iron or steel 1 105.04

H7308: Structures, parts o f structures of iron or steel 557.26 H7326: Articles of iron or steel nes

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Metal products (excl machinery) (cont.)Production weight: 5.8

2

3

4

5

6

7

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40%

China

Germany

India

USA

Italy

Thailand

Taiwan

Namibia

Zimbabwe

Botswana

Mozambique

Zambia

Japan

DRC

Top export destinations' share

Top import sources' share

1.0%

1.5%

2.0%

2.5%

3.0%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2 3 4

China

Germany

India

USA

Italy

Thailand

Taiwan

Namibia

Zimbabwe

Botswana

Mozambique

Zambia

Japan

DRC

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 62

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Machinery & equipmentProduction weight: 6.8

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-5.9% -9.4% -17.0% -16.5%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-16.9% -7.2

9

10

11

12

13

14

65

69

73

77

81

85

89

93

97

101

105

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

20

23

26

29

32

105

109

113

117

121

125

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

5

15

25

35

45

55

90

94

98

102

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

25

50

75

100

125

150

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

15

30

45

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

72

75

78

81

84

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 63

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H8471: Automatic data processing machines (computers) - 415.23

To

p l

ose

rs

H8471: Automatic data processing machines (computers) -3 792.14

H8431: Parts for use with lifting, moving machinery - 334.53 H8443: Printing and ancillary machinery - 673.41

H8418: Refrigerators, freezers and heat pumps - 272.89 H8431: Parts for use with lifting, moving machinery - 472.10

H8413: Pumps for liquids - 378.10 H8429: Self-propeled earth moving, road making machines -1 179.09

H8474: M achinery to sort, screen, etc mineral products - 345.39 H8701: Tractors (besides works, warehouse equipment) - 929.03

H8480: M oulds for metals (except ingot), plastic, etc 39.26 H8480: M oulds for metals (except ingot), plastic, etc 294.30

H8411: Turbo-jets/-propellers/other gas turbine engines 31.99 H8441: M achinery for paper pulp & paperboard making 273.03To

p g

ain

ers

H8443: Printing and ancillary machinery 187.03

To

p g

ain

ers

H8428: Lifting, handling, loading machinery 301.27

H8425: Pulley tackle, ho ists, winches, capstans and jacks 46.00 H8426: Derricks, cranes, straddle carriers, crane trucks 299.05

H8441: M achinery for paper pulp & paperboard making 29.62 H8470: Calculators, cash registers, ticket-machines, etc 154.51

Expo rts T o tal ( including o thers) 20 811.12 Impo rts T o tal ( including o thers) 61 059.79

H8483: Shafts, cranks, gears, clutches, flywheel, pulleys, etc 1 089.00 H8481: Taps, cocks, valves for pipes, tanks, bo ilers, etc 2 531.79

H8429: Self-propeled earth moving, road making machines 1 028.60 H8413: Pumps for liquids 2 472.63

3 726.84

H8421: Liquid, gas centrifuges, filtering, purifying machine 1 265.91 H8431: Parts for use with lifting, moving machinery 3 615.25

H8443: Printing and ancillary machinery 938.73 H8483: Shafts, cranks, gears, clutches, flywheel, pulleys, etc 2 197.91

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H8431: Parts for use with lifting, moving machinery 2 177.76

To

p i

mp

ort

s

H8471: Automatic data processing machines (computers) 5 214.16

H8474: M achinery to sort, screen, etc mineral products 2 070.87 H8443: Printing and ancillary machinery 3 746.96

H8413: Pumps for liquids 1 876.46 H8429: Self-propeled earth moving, road making machines

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Machinery & equipment (cont.)Production weight: 6.8

5

15

25

35

45

55

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30%

China

Germany

USA

Italy

Japan

UK

India

Namibia

Zambia

Zimbabwe

Mozambique

Botswana

DRC

USA

Top export destinations' share

Top import sources' share

2%

6%

10%

14%

18%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 5 10 15 20

China

Germany

USA

Italy

Japan

UK

India

Namibia

Zambia

Zimbabwe

Mozambique

Botswana

DRC

USA

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 64

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Electrical machinery & equipmentProduction weight: 1.6

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-13.3% -23.9% -19.4% -7.3%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-26.5% -24.7

8

10

12

14

16

18

40

50

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

16

18

20

22

24

26

28

35

38

41

44

47

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

10

20

30

40

50

60

85

90

95

100

105

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

10

20

30

40

50

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

2

4

6

8

10

12

14

16

18

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 65

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H8504: Electric transformers,static converters & rectifiers - 207.83

To

p l

ose

rs

H8544: Insulated wire and cable, optical fibre cable - 917.48

H8531: Electric sound or visual signal equipment nes - 143.80 H8537: Electrical power, etc, contro l & distribution boards - 401.56

H8536: Electrical switches, connectors, etc, for < 1kV - 139.59 H8536: Electrical switches, connectors, etc, for < 1kV - 288.06

H8544: Insulated wire and cable, optical fibre cable - 191.62 H8504: Electric transformers,static converters & rectifiers - 576.47

H8543: Electrical machinery and apparatus - 191.15 H8545: Carbon electrodes, brushes and electrical items - 552.64

H8545: Carbon electrodes, brushes and electrical items 6.92 H8530: Electrical signalling and traffic contro l equipment 8.07

H8502: Electric generating sets and rotary converters 6.75 H8505: Electro & equipment using magnets 7.89To

p g

ain

ers

H8530: Electrical signalling and traffic contro l equipment 15.77

To

p g

ain

ers

H8502: Electric generating sets and rotary converters 1 772.93

H8505: Electro & equipment using magnets 8.77 H8507: Electric accumulators 481.49

H8547: Insulating fittings for electrical equipment 5.13

Expo rts T o tal ( including o thers) 5 379.86 Impo rts T o tal ( including o thers) 21 630.17

H8501: Electric motors and generators, except generating sets 313.54 H8536: Electrical switches, connectors, etc, for < 1kV 2 074.55

H8538: Parts for electrical switches, protectors, etc 280.15 H8501: Electric motors and generators, except generating sets 1 510.43

2 316.22

H8504: Electric transformers,static converters & rectifiers 495.75 H8544: Insulated wire and cable, optical fibre cable 2 130.72

H9405: Lamps and lighting fittings, illuminated signs, etc 260.92 H8537: Electrical power, etc, contro l & distribution boards 1 039.34

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H8544: Insulated wire and cable, optical fibre cable 1 086.83

To

p i

mp

ort

s

H8502: Electric generating sets and rotary converters 3 733.47

H8536: Electrical switches, connectors, etc, for < 1kV 674.30 H8504: Electric transformers,static converters & rectifiers 2 754.98

H8537: Electrical power, etc, contro l & distribution boards 531.31 H8507: Electric accumulators

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Electrical machinery & equipment (cont.)Production weight: 1.6

0

4

8

12

16

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40%

China

Spain

Germany

India

USA

Italy

Botswana

Botswana

Namibia

Zimbabwe

Mozambique

Zambia

Lesotho

DRC

Top export destinations' share

Top import sources' share

0%

2%

4%

6%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 2 4 6 8 10

China

Spain

Germany

India

USA

Italy

Botswana

Botswana

Namibia

Zimbabwe

Mozambique

Zambia

Lesotho

DRC

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 66

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Television, radio & communication equipmentProduction weight: 0.9

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-7.8% -10.5% -2.6% -24.4%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-24.7% -4.2

1

2

3

4

50

65

80

95

110

125

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,17

,20

,23

,26

,29

5

6

7

8

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

0

20

40

60

80

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

3

6

9

12

15

18

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

1

2

3

4

5

6

7

8

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

75

79

83

87

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 67

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H8528: Television receivers, video monitors, pro jectors - 243.49

To

p l

ose

rs

H8517: Electric apparatus for line telephony, telegraphy -4 952.95

H8542: Electronic integrated circuits and microassemblies - 41.68 H8528: Television receivers, video monitors, pro jectors - 285.94

H8518: Audio-electronic equipment non-recording devices - 41.06 H8518: Audio-electronic equipment non-recording devices - 159.67

H8534: Electronic printed circuits - 68.12 H8541: Diodes, transistors, semi-conductors, etc - 561.52

H8525: Radio and TV transmitters, television cameras - 60.86 H8529: Parts for radio, tv transmission, receive equipment - 489.20

H8533: Electrical resistors & rheostats except for heating 3.43

H8541: Diodes, transistors, semi-conductors, etc 1.91To

p g

ain

ers

H8517: Electric apparatus for line telephony, telegraphy 384.39

To

p g

ain

ers

H8529: Parts for radio, tv transmission, receive equipment 26.94

Expo rts T o tal ( including o thers) 3 197.88 Impo rts T o tal ( including o thers) 21 310.97

H8525: Radio and TV transmitters, television cameras 152.55 H8518: Audio-electronic equipment non-recording devices 886.25

H8518: Audio-electronic equipment non-recording devices 97.12 H8528: Television receivers, video monitors, pro jectors 855.16

1 623.65

H8541: Diodes, transistors, semi-conductors, etc 164.13 H8525: Radio and TV transmitters, television cameras 926.29

H8542: Electronic integrated circuits and microassemblies 70.80 H8542: Electronic integrated circuits and microassemblies 832.69

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H8517: Electric apparatus for line telephony, telegraphy 1 472.11

To

p i

mp

ort

s

H8517: Electric apparatus for line telephony, telegraphy 13 284.64

H8528: Television receivers, video monitors, pro jectors 631.16 H8541: Diodes, transistors, semi-conductors, etc 1 988.75

H8529: Parts for radio, tv transmission, receive equipment 510.66 H8529: Parts for radio, tv transmission, receive equipment

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Production weight: 0.9Television, radio & communication equipment (cont.)

0

5

10

15

20

25

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 15% 30% 45% 60% 75% 90%

China

Vietnam

USA

Malaysia

Taiwan

Mexico

Thailand

Namibia

Botswana

Bangladesh

USA

China

Zimbabwe

Hong Kong

Top export destinations' share

Top import sources' share

0%

2%

4%

6%

8%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 4 8 12 16

China

Vietnam

USA

Malaysia

Taiwan

Mexico

Thailand

Namibia

Botswana

Bangladesh

USA

China

Zimbabwe

Hong Kong

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 68

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Professional & scientific equipmentProduction weight: 0.6

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-5.9% -7.6% 5.2% -2.9%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-12.4% -17.4

2

3

4

60

70

80

90

100

110

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,23

,26

,29

,32

,35

11

12

13

14

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

0

10

20

30

40

50

60

90

95

100

105

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

4

8

12

16

20

24

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

2

4

6

8

10

12

14

16

18

20

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

60

65

70

75

80

85

90

95

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 69

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H9015: Survey, oceanographic, meteoro logical instruments - 219.55

To

p l

ose

rs

H9031: M easuring or checking instruments nes - 198.80

H9013: Liquid crystal devices, lasers, optical appliances - 51.60 H9026: Equipment to measure level &pressure of fluidflow - 112.07

H9021: Orthopaedic appliances - 47.85 H9101: Watches with case of/ clad with, precious metal - 110.08

H9014: Navigational instrumts, direction finding compass - 133.44 H9021: Orthopaedic appliances - 161.03

H9029: Revolution counters, taximeters & speedometers - 67.09 H9102: Watches with case of, or clad with, o f base metal - 137.72

H9025: Hydrometers, thermometers, barometers, etc 99.57 H9028: Gas, liquid/ electricity supply or production meters 63.65

H9019: Therapeutic appliances, nes 43.99 H9020: Breathing appliances and gas masks 47.51To

p g

ain

ers

H9018: Instruments, etc for medical, surgical & dental use 367.79

To

p g

ain

ers

H9025: Hydrometers, thermometers, barometers, etc 1 016.03

H9020: Breathing appliances and gas masks 158.05 H9019: Therapeutic appliances, nes 113.76

H8526: Radar, radio navigation & remote contro l apparatus 42.04 H8419: M achinery, non-domestic, for heating or cooling 18.09

Expo rts T o tal ( including o thers) 4 409.63 Impo rts T o tal ( including o thers) 16 005.02

H9026: Equipment to measure level &pressure of fluidflow 215.36 H9031: M easuring or checking instruments nes 877.82

H9022: Equipment using X-rays, alpha, beta, gamma rays 202.03 H9032: Automatic regulating or contro lling equipment 764.83

1 334.98

H8526: Radar, radio navigation & remote contro l apparatus 231.71 H9025: Hydrometers, thermometers, barometers, etc 1 192.34

H9020: Breathing appliances and gas masks 193.65 H9026: Equipment to measure level &pressure of fluidflow 727.72

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H9018: Instruments, etc for medical, surgical & dental use 1 220.33

To

p i

mp

ort

s

H9018: Instruments, etc for medical, surgical & dental use 4 402.48

H9031: M easuring or checking instruments nes 431.18 H9021: Orthopaedic appliances 1 709.11

H9027: Equipment for physical and chemical analysis 379.73 H9027: Equipment for physical and chemical analysis

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Professional & scientific equipment (cont.)Production weight: 0.6

0

2

4

6

8

10

12

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 5% 10% 15% 20% 25%

China

USA

Germany

Switzerland

UK

Japan

Mexico

Germany

Namibia

Botswana

USA

Zambia

Zimbabwe

DRC

Top export destinations' share

Top import sources' share

0%

1%

2%

3%

4%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2 3 4

China

USA

Germany

Switzerland

UK

Japan

Mexico

Germany

Namibia

Botswana

USA

Zambia

Zimbabwe

DRC

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 70

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Motor vehicles, parts & accessoriesProduction weight: 6.3

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-10.4% -8.2% -30.5% -26.8%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-40.9% -35.4

10

15

20

25

30

35

40

20

35

50

65

80

95

110

125

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,18

,20

,22

,24

,26

,28

87

90

93

96

99

102

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

25

30

35

40

45

50

95

97

99

101

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

20

40

60

80

100

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

5

10

15

20

25

30

35

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

45

55

65

75

85

95

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 71

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H8703: Vehicles for transport o f persons (except buses) -14 101.72

To

p l

ose

rs

H9801: Original equipment components -14 510.34

H8421: Liquid, gas centrifuges, filtering, purifying machine -1 207.04 H8708: Parts and accessories for motor vehicles -1 714.61

H8409: Parts for internal combustion spark ignition engine - 872.73 H8408: Compression-ignition engines (diesel, etc) - 130.61

H8704: M otor vehicles for the transport o f goods -8 207.97 H8703: Vehicles for transport o f persons (except buses) -9 150.20

H8708: Parts and accessories for motor vehicles -1 220.77 H8704: M otor vehicles for the transport o f goods -1 937.87

H8415: A ir conditioning equipment, machinery 3.79

H8705: Special purpose motor vehicles 0.10To

p g

ain

ers

H8716: Trailers and non-mechanically propelled vehicles 85.84

To

p g

ain

ers

H8421: Liquid, gas centrifuges, filtering, purifying machine 46.24

H8702: Public-transport type passenger motor vehicles 20.44

Expo rts T o tal ( including o thers) 61 066.19 Impo rts T o tal ( including o thers) 75 430.58

H8409: Parts for internal combustion spark ignition engine 1 063.01 H8409: Parts for internal combustion spark ignition engine 1 222.43

H8716: Trailers and non-mechanically propelled vehicles 937.30 H8421: Liquid, gas centrifuges, filtering, purifying machine 788.34

10 043.24

H8708: Parts and accessories for motor vehicles 3 585.03 H8704: M otor vehicles for the transport o f goods 3 775.97

H8609: Cargo containers designed for carriage of goods 689.90 H8716: Trailers and non-mechanically propelled vehicles 725.85

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H8703: Vehicles for transport o f persons (except buses) 29 816.38

To

p i

mp

ort

s

H9801: Original equipment components 40 941.72

H8704: M otor vehicles for the transport o f goods 15 072.34 H8703: Vehicles for transport o f persons (except buses) 16 051.90

H8421: Liquid, gas centrifuges, filtering, purifying machine 8 723.06 H8708: Parts and accessories for motor vehicles

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Motor vehicles, parts & accessories (cont.)Production weight: 6.3

10

20

30

40

50

60

70

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40%

Germany

Japan

Thailand

India

China

USA

Spain

Germany

USA

Belgium

UK

Spain

Czech Republic

Japan

Top export destinations' share

Top import sources' share

10%

12%

14%

16%

18%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 5 10 15 20 25

Germany

Japan

Thailand

India

China

USA

Spain

Germany

USA

Belgium

UK

Spain

Czech Republic

Japan

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 72

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

Other transport equipmentProduction weight: 1.2

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-20.1% -8.9% -54.0% -39.0%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-29.9% -30.3

2

4

6

8

10

20

35

50

65

80

95

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

16

18

20

22

24

14

15

16

17

18

19

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

0

10

20

30

40

50

60

70

85

90

95

100

105

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

5

10

15

20

25

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

2

4

6

8

10

12

14

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

40

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 73

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H8802: A ircraft, spacecraft, satellites -1 577.18

To

p l

ose

rs

H8802: A ircraft, spacecraft, satellites -2 324.76

H8411: Turbo-jets/-propellers/other gas turbine engines - 304.46 H8906: Warships, lifeboats, hospital ships, vessels nes - 285.78

H8803: Parts o f aircraft, spacecraft, etc - 256.08 H8407: Spark-ignition internal combustion engines - 161.20

H8906: Warships, lifeboats, hospital ships, vessels nes - 534.09 H8411: Turbo-jets/-propellers/other gas turbine engines - 486.24

H8903: Yachts, pleasure, sports vessels, boats, canoes - 514.27 H8803: Parts o f aircraft, spacecraft, etc - 374.50

H8805: A ircraft launching gear, flight simulators 27.02 H8904: Tugs and pusher craft 30.09

H8409: Parts for internal combustion spark ignition engine 22.76 H8905: Special purpose ships, vessels, nes 9.63To

p g

ain

ers

H8905: Special purpose ships, vessels, nes 80.17

To

p g

ain

ers

H8901: Passenger and goods transport ships, boats 127.90

H8604: Railway maintenance-of-way service vehicles 31.65 H8607: Parts o f railway, tramway locomotives, etc 50.64

H8907: Floating structures (rafts, stages, buoys/beacons) 11.09 H8907: Floating structures (rafts, stages, buoys/beacons) 6.13

Expo rts T o tal ( including o thers) 2 978.20 Impo rts T o tal ( including o thers) 6 011.28

H8607: Parts o f railway, tramway locomotives, etc 144.64 H8411: Turbo-jets/-propellers/other gas turbine engines 499.05

H8711: M otorcycles, bicycles, etc with auxiliary motor 122.20 H8901: Passenger and goods transport ships, boats 282.99

529.18

H8906: Warships, lifeboats, hospital ships, vessels nes 264.60 H8711: M otorcycles, bicycles, etc with auxiliary motor 517.56

H8407: Spark-ignition internal combustion engines 107.39 H8407: Spark-ignition internal combustion engines 261.04

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H8803: Parts o f aircraft, spacecraft, etc 995.87

To

p i

mp

ort

s

H8802: A ircraft, spacecraft, satellites 1 926.96

H8903: Yachts, pleasure, sports vessels, boats, canoes 477.67 H8803: Parts o f aircraft, spacecraft, etc 1 234.64

H8802: A ircraft, spacecraft, satellites 408.43 H8607: Parts o f railway, tramway locomotives, etc

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Other transport equipment (cont.)Production weight: 1.2

0

4

8

12

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40% 50% 60% 70%

China

USA

Germany

Switzerland

UK

Japan

Mexico

Germany

Namibia

Botswana

USA

Zambia

Zimbabwe

DRC

Top export destinations' share

Top import sources' share

0%

1%

2%

3%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2 3 4

China

USA

Germany

Switzerland

UK

Japan

Mexico

Germany

Namibia

Botswana

USA

Zambia

Zimbabwe

DRC

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 74

(percentage points)

Skill composition of employment trend (formal and informal) (QLFS based) Provincial distribution of employment (formal and informal) (QLFS based)

Quarterly Q2 2020 (cumulative total)

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Formal employment and remuneration trend (QES based)* Employment composition trend (formal and informal) (QLFS based)**

Quarterly Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000) Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

FurnitureProduction weight: 1.1

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-13.2% -36.9% -48.4% -26.3%

Production (seas. adj.) Capacity utilisation Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

-37.3% -43.2

1

2

3

4

5

6

20

35

50

65

80

95

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,6

,7

,8

,9

,10

,11

,12

20

25

30

35

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

25

35

45

55

65

60

70

80

90

100

110

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

10

20

30

40

50

60

70

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

2

4

6

8

10

12

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

35

45

55

65

75

85

95

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 75

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

To

p l

ose

rs

H9403: Other furniture and parts thereof - 478.81

To

p l

ose

rs

H9401: Seats (except dentist, barber, etc chairs) - 523.23

H9401: Seats (except dentist, barber, etc chairs) - 327.29 H9403: Other furniture and parts thereof - 361.05

H9404: M attress supports, mattresses, bedding - 56.10 H9404: M attress supports, mattresses, bedding - 12.49

To

p g

ain

ers

To

p g

ain

ers

Expo rts T o tal ( including o thers) 918.53 Impo rts T o tal ( including o thers) 2 507.05

17.88

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H9403: Other furniture and parts thereof 443.14

To

p i

mp

ort

s

H9401: Seats (except dentist, barber, etc chairs) 1 680.09

H9401: Seats (except dentist, barber, etc chairs) 347.95 H9403: Other furniture and parts thereof 809.09

H9404: M attress supports, mattresses, bedding 127.44 H9404: M attress supports, mattresses, bedding

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Furniture (cont.)Production weight: 1.1

0.0

0.5

1.0

1.5

2.0

2.5

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40% 50%

China

Thailand

Germany

Italy

Czech Republic

Poland

Vietnam

Botswana

Namibia

Zambia

Swaziland

Mozambique

USA

Lesotho

Top export destinations' share

Top import sources' share

0.1%

0.2%

0.3%

0.4%

0.5%

0.6%

0.7%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0.0 0.2 0.4 0.6 0.8 1.0 1.2

China

Thailand

Germany

Italy

Czech Republic

Poland

Vietnam

Botswana

Namibia

Zambia

Swaziland

Mozambique

USA

Lesotho

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 76

(percentage points)

Production (seas. adj.) Capacity utilisation

Skill composition of employment trend (formal and informal) (QLFS based)

Quarterly

Number (1 000) Number (1 000)

* QES - Q1 2012 to Q1 2015 data compiled from the 2013 Business Sample Frame, Q2 2015 to Q1 2016 compiled from the 2015 Business Sample Frame, Q2 2016 onw ards compiled from

the 2017 Business Sample Frame

** QLFS - Q1 2012 to Q4 2014 data compiled from the 2007 Master Sample, Q1 2015 onw ards compiled from the 2013 Master Sample

Provincial distribution of employment (formal and informal) (QLFS based)

Q2 2020 (cumulative total)

Formal employment and remuneration trend (QES based)*

Quarterly

Number (1 000) Gross monthly remuneration per w orker (R '000)

Employment composition trend (formal and informal) (QLFS based)**

Quarterly

Formal employ ment % of total employ ment Youth employ ment % of total employ ment

Production and sales trend Utilisation of production capacity

Quarterly Quarterly

Production index (seasonally adjusted) Value of sales (R billion) Capacity utilisation (%)

-24.9% -12.2% 2.8% -22.1%

Employment* Gross monthly remuneration per worker Exports (ZAR) Imports (ZAR)

Other manufacturingProduction weight: 2.0

Trend analysis: first half of 2020 y-o-y (except: capacity utilisation, employment and remuneration - Q2 2020 y-o-y)

-24.3% -43.2

7

10

13

16

19

22

40

50

60

70

80

90

100

110

120

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Volume of production Value of sales

,10

,11

,12

,13

,14

,15

,16

25

30

35

40

45

50

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Employment Remuneration per worker

25

35

45

55

50

60

70

80

90

100

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Formal employemnt Youth employment

0

15

30

45

60

75

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Tertiary education Secondary schooling completed Less than secondary schooling

0

2

4

6

8

10

12

14

16

WesternCape

EasternCape

NorthernCape

FreeState

KwaZulu-Natal

NorthWest

Gauteng Mpuma-langa

Limpopo

Non-youth Youth

30

40

50

60

70

80

90

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Capacity utilisation

November 2020 IDC – Research and Information – Sectoral Trends 77

Top trading partners (share of exports/imports) Top trading partners (value of export/imports)

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

H7117: Imitation jewellery - 88.79 H9506: Equipment for gymnastics, sports, outdoor games nes - 172.48

H7404: Copper, copper alloy, waste or scrap - 73.07 H9701: Hand made paintings, drawings, pastels, co llages - 125.50

H7113: Jewellery and parts, containing precious metal - 648.73 H9503: Other toys, scale models, puzzles, etc - 436.68

H2618: Granulated slag from iron & steel industry - 374.09 H9504: Articles for funfairs, table and parlour games - 309.57

H7503: Nickel waste or scrap 8.29 H2308: Veg. waste, residues, etc for animal feed 15.85

To

p l

ose

rs

H7112: Waste or scrap of precious metal - 725.44

To

p l

ose

rs

H7118: Coin - 722.70

H7204: Ferrous waste or scrap, ingots or iron or steel 143.24 H6704: Wigs, false beards, eyebrows and eyelashes 61.92

H2403: Tobacco, tobacco substitute products nes 24.26 H2618: Granulated slag from iron & steel industry 21.27To

p g

ain

ers

H7118: Coin 2 346.07

To

p g

ain

ers

H7112: Waste or scrap of precious metal 664.84

H2620: M etal containing ash/ residue except iron or steel 183.15 H7115: Articles of, or clad with, precious metal nes 100.66

Expo rts T o tal ( including o thers) 12 155.59 Impo rts T o tal ( including o thers) 6 380.41

H2844: Radioactive elements, isotopes, compounds and mixtures 1.16 H4906: P lans and drawings for architectural use 0.56

H9901: Base metal articles 1.13 H9902: Household consumables 0.01

1.02

H9902: Household consumables 11.13 H9901: Base metal articles 0.57

H2705: Coal gas, water gas (not gaseous hydrocarbons) 0.60 H2705: Coal gas, water gas (not gaseous hydrocarbons) 0.00

Major traded export products Major traded import products

First half of 2020 (cumulative total) First half of 2020 (cumulative total)

HS4 code: sector description ZAR m HS4 code: sector description ZAR m

To

p e

xpo

rts

H2716: Electrical energy 4 440.91

To

p i

mp

ort

s

H2716: Electrical energy 1 818.58

H9992: Ships stores, not classified 863.02 H9900: Unspecified 434.34

H9900: Unspecified 548.21 H9992: Ships stores, not classified

Trade trends (value terms) Trade trends (% of total exports/imports)

Total per quarter Quarterly

ZAR billion per quarter (current v alues) % share of SA's ov erall merchandise ex ports/imports

Other manufacturing (cont.)Production weight: 2.0

0

2

4

6

8

10

12

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0% 10% 20% 30% 40%

China

Germany

Switzerland

USA

Mozambique

Australia

Malaysia

Germany

USA

Belgium

India

Namibia

Lesotho

Botswana

Top export destinations' share

Top import sources' share

0%

1%

2%

3%

4%

Q1 Q22016

Q3 Q4| Q1 Q22017

Q3 Q4| Q1 Q22018

Q3 Q4| Q1 Q22019

Q3 Q4| Q1 Q22020

Exports Imports

0 1 2 3 4

China

Germany

Switzerland

USA

Mozambique

Australia

Malaysia

Germany

USA

Belgium

India

Namibia

Lesotho

Botswana

R billion

Top export destinations' value

Top import sources' value

November 2020 IDC – Research and Information – Sectoral Trends 78

Acronyms, notes and data sources

Acronyms

COMESA Common Market for Eastern & Southern Africa members are: Burundi, Comoros, DRC, Djibouti, Egypt, Eritrea,

Ethiopia, Kenya, Libya, Madagascar, Malawi, Mauritius, Rwanda, Seychelles, Sudan, Swaziland, Uganda, Zambia &

Zimbabwe.

DRC Democratic Republic of Congo.

EU European Union member states are: Austria, Belgium, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain,

Finland, France, United Kingdom, Bulgaria, Greece, Hungary, Ireland, Italy, Lithuania, Luxembourg, Latvia, Malta, The

Netherlands, Poland, Portugal, Romania, Sweden, Slovenia and Slovakia.

GDP Gross domestic product.

HS Codes Harmonized system codes.

Middle East The countries in the Middle East grouping are: Bahrain, Iran (Islamic Republic of), Iraq, Israel, Jordan, Kuwait, Lebanon,

Oman, Qatar, Saudi Arabia, Syrian Arab Republic, Turkey, United Arab Emirates and Yemen

NAFTA North American Free Trade Agreement members are: Canada, Mexico and the United States of America.

n.e.s. Not elsewhere specified.

PGM Platinum group metals

ZAR or R South African rand.

SA Republic of South Africa.

SACU Southern African Customs Union members are: Botswana, Lesotho, Namibia, South Africa and Swaziland.

SADC Southern African Development Community members are: Angola, Botswana, Democratic Republic of Congo, Lesotho,

Madagascar, Malawi, Mauritius, Mozambique, Namibia, Seychelles, South Africa, Swaziland, United Republic of Tanzania,

Zambia and Zimbabwe.

QES Quarterly Employment Survey – based on surveying companies that are registered for VAT. Employees are counted if they

received remuneration in the preceding payment period, with contractors, employees on unpaid leave (e.g. maternity leave)

and persons who work at the company but are not paid by the company (e.g. persons on secondment) excluded.

QLFS Quarterly Labour Force Survey – based on a sample of households being surveyed regarding their employment levels in

the 7 days preceding the interview. Employed is defined as having done paid work for at least 1 hour in the previous 7 days.

Formal employment is defined as where there are more than 5 employees working and/or having PAYE deducted and/or

having a formal employment contract.

UK United Kingdom.

USA or US United States of America.

USD United States dollar.

y-o-y Year-on-year growth rate.

q-o-q Quarter-on-quarter growth rate.

November 2020 IDC – Research and Information – Sectoral Trends 79

Acronyms, notes and data sources

Notes

▪ All volume of production data (value add data in the case of the agriculture, forestry and fishing sector) is seasonally adjusted. All other data

is not seasonally adjusted.

▪ The total South African commodity price index is weighted according to the production weights as reported by Stats SA. The PGM group

metals are equally weighted between platinum and palladium. The aluminium price is used for the other metallic minerals component. Mining

segments not included in the price index include: diamonds; chromium ore; copper; manganese ore, nickel, building materials and other non-

metallic minerals.

▪ The methodology utilised by Stats SA and DMR in relation to remuneration data differs in that the DMR includes all income derived due to

employment, such as severance, retrenchment and termination payments as well as income derived from employee share schemes.

Therefore, direct comparisons between remuneration per worker in the mining and manufacturing sectors reported in this document should

be done with great care.

Data sources

Quantec Research based on South African Revenue Services (SARS): South African trade data.

Statistics South Africa (Stats SA): South African employment, production and capacity utilization data.

Department of Mineral Resources: South African employment and remuneration data for the mining sector and sub-sectors.

Compiled by:

Department of Research and Information

Industrial Development Corporation of South Africa Limited

PO Box 784055, Sandton, 2146, Gauteng, South Africa

IDC Head Office:

19 Fredman Drive, Sandown, 2196

PO Box 784055, Sandton, 2146, South Africa

Tel: +27 11 269 3000

Fax: +27 11 269 3116

Call Centre: 0860 693 888

Email: [email protected]

Website: www.idc.co.za

Although every care is taken to ensure the accuracy of this publication, supplements, updates and replacement material; the authors, editors, publishers and printers do not accept responsibility for any act, omission, loss or damage or the consequences thereof, occasioned by a reliance by any person upon the contents hereof.


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