2004 Economic censuses MEXICO Instituto Nacional de Estadística, Geografía e Informática (INEGI) National Institute of Statistics, Geography and Informatics 2004 Economic censuses Economic Censuses in Mexico, provide outstanding information about various aspects related to fishing, mining, electricity, gas and water, construction, manufacturing industry, trade, services and transportation establishments. Due to their geographic and thematic coverage, economic censuses are considered the most complete and comprehensive source of economic information in Mexico. Background Economic Censuses History Since 75 years ago, Mexico has conducted the economic censuses every five years. The first Economic Census was taken in 1930. Currently 16 censuses have been achieved, including the 2004 one. Background Mexico: a long tradition Economic units 3,500,000 3,005,157 2,805,384 3,000,000 2,230,165 2,500,000 2,000,000 1,336,180 1,115,186 1,005,109 1,500,000 799,400 1,000,000 857,871 667,605 501,469 285,563 500,000 48,573 164,136 7,619 55,196 1935 1940 86,459 0 1930 1945 1951 1956 1961 1966 1971 Census project 1976 1981 1986 1989 1994 1999 2004 Information benefits Economic Censuses are the main source of economic information for the National Statistical System. They provide a national economic profile at their sectorial, geographic and thematic levels. They show different patterns of specialization and industrial locations, as well as traditional and new economic activities. Produce information for statistic frameworks in the sample planning. In the National Accounts System they help to build the input-output matrix and also in the updating of the base-year, among others. Information benefits They serve as the users's framework for refrence in decision-making. In the public sector they help in economic planning and its evaluation. With this information managers, in different sectors, produce analisys in order to get information about the market current situation. Using census information academic and researchers compare different hypothesis about the characteristics of the regional, state and domestic production systems. Coverage (sectorial, thematic and geographic) Sectorial Coverage Primary Activities Secondary Activities Tertiary Activities Criteria of selection of large establisments & companies Homologation Coverage (sectorial, thematic and geographic) Thematic Coverage The economic censuses incorporate a total of 1,184 variables. General thematic (example) Legal category and kind of property Foreign investment Age of economic unit Occupied personnel Wages Expenditures Incomes Inventories Fixed assets Vehicle fleet Brand, patent, commercial name, etc. Specific thematic (example) Fishing equipment Water sources and destination Mineral reserves Passengers and freight transported Raw materials breakdown Clients and suppliers Hotel category Coverage (sectorial, thematic and geographic) Questionnaires 23 questionnaires 5 annexes Basic questionnaire Rural area questionnaire Auxiliary establishment questionnaire Fishing questionnaire Manufacturing questionnaire Electricity industry questionnaire Mining units questionnaire Construction enterprises questionnaire Trade and services questionnaire Education activities questionnaire Acommodation services questionnaire Banks and financial institutions questionnaire Financial and insurance questionnaire Water supply questionnaire Oil and gas extraction questionnaire Petroleum refineries and petrochemical questionnaire Transit and road transportation of passengers questionnaire (individuals) Transit and road tarnsportation of passengers questionnaire Air transportation questionnaire Electric transportation questionnaire Water transportation questionnaire Rail transportation questionnaire Transportation and distribution questionnaire Annex for telephony services Annex for integral port administration Annex for postal services Annex for roads, bridges used by ground transportation Annex for telegraphic services Coverage (sectorial, thematic and geographic) Observation unit Observation unit refers to the statistic unit for which data is collected. In most economic activities the constant economic unit used is the establishment, eventhough in some cases it can be the enterprise. It includes fixed, partly fixed and household establishments, and excludes informal trade and those persons who work for own account without a physical location. To cover the different ways observation units work, it was necessary to represent them at different levels. Coverage (sectorial, thematic and geographic) Observation unit Establishment It is the economic unit that in a single physical location, permanently placed and delimited by constructions and fixed facilities, combines actions and resources under the control of a single proprietary organization or controller to make activities of goods production merchandise transaction or rendering services, either for profit or non for profit. Enterprise It is the economic unit that under a single proprietary organization or controller, combines actions and resources to make activities of production of goods production, merchandise transaction or rendering services, either for profit or non for profit. The enterprise can be defined at diverse geographic levels: Country, state or municipality according to are required. Coverage (sectorial, thematic and geographic) Geographic coverage 6,673 Localities which where census object (by complete "swept") 190,249 Rural localities which where sample object Municipal town head Localities which have 2,500 or more inhabitants (urban areas). Localities which have less than 2,500 inhabitants, located on industrial estates or industrial parks. 29,957 Localities in sample, in which case a complete "swept" is realized. Thematic Coverage Legal category and kind of property Physical person Cooperative society Association or civil society Profit mercantile societies Public services and trade Public administration and defense Other Thematic Coverage Foreign investment A share exists No Yes Share average Country of origin Thematic Coverage Age of economic unit Starting year of activities Worked days Thematic Coverage Occupied personnel Belonging to the company (dependent) Production workers (Men, women and hours worked) Administrative employees (Men, women and hours worked) Owners, relatives and other non remunerated workers (Men, women and hours worked) Not belonging to the company (non dependent) Personnel supplied by a different company (Men, women and hours worked) Personnel by fees (Men, women and hours worked) Thematic Coverage Wages Wages and salaries Employer contributions Other social perceptions Distributed profits Payments for indemnity or personnel settlement Thematic Coverage Expenditures for the consumption of goods and services Valuation - Merchandise bought for sale - Foreign expenses - Domestic expenses - Materials consumed for rendering services - Raw and secondary material consumed - Fuel and lubricants consumption - Electricity consumption Payments for production services (maquila) - Advertsing - Communication services - Packages - Insurance premiums - Royalties payments - Repairs and spare parts for maintenance Travel allowances - Sold products shipments - Commissions on sales - Other expenses for consumption Expenses not derived from the activity - Interests on credits or loans - Taxes levied on the economic activity - Specific taxes on products - Rights. Thematic Coverage Income for the provision of goods and services Valuation • Domestic income • Foreign income • Net sales of mineral acquired for their sale • Services rendered • Net sales of fabricated products • Income for the rental of real estate, tangible goods, machinery and equipment • Income for production services (maquila) • Income for royalties • Other Income not derived from the activity Financial Subsidies Dues, contributions or donations Other Production value Fabricated products value Production of constructions and facilities Production of other fixed assets for own use Thematic Coverage Inventories Inventories valuation • Inventories of bought merchandise for resale • Inventories of raw materials and material for rendering services • Inventories of fabricated products • Inventories of products in process • Inventories of other goods Thematic Coverage Fixed assets • Machinery and production equipment • Real estate • Transportation units and equipment • Computer and peripheral equipment • Installed and used capacity Fixed assets depreciation • Fixed assets valuation • Purchase of fixed assets • Sale of fixed assets Thematic Coverage Vehicle fleet Automobile Light truck Crane Bus Heavy truck Motorcycle Van Trailer truck Aircrafts Microbus Towing truck Other Thematic Coverage Fishing equipment Commercial fishing Fishing of promotion Aquaculture and other aquatic fauna Extensive Semi extensive Intensive Finfish fishing Shellfish fishing Thematic Coverage Water sources and destination Sources Surface source of supply: rivers, lagoons Subsoil source of supply: Underground rivers and filter galleries Water in block: it is not extracted, it is bought Water destination Water intakes Sewage system connections Waste water discharge Thematic Coverage Mineral reserves Mineral measured or sampling for its operation or extraction Thematic Coverage Passengers and freight transported Transportation equipment for rendering services Own transportation units Value of rented transportation units Origin of transportation units National Foreign Support transportation units and equipment Thematic Coverage Clients and suppliers Clients - Final consumer - Commerce - Industrial and farming producers - Services - Public institutions - Other client Suppliers - Industrial producers - Farming producers - Services - Commercial establishments - Public institutions - Other suppliers Thematic Coverage Hotel category Category of establishment - 1 to 5 stars - Special class - Great tourism - Other Capacity of lodging - Traditional hotel - Timeshare - Hotel or motel - Villas and cabins - Suites - Bungalows - Typical houses - Condo-hotels Thematic Coverage Criteria of selection of large establisments & companies a) The occupied personnel (dependent and not dependent) is equal or greater to 50 workers. b) Their annual income is equal or greater to 5 million pesos. c) Their fixed assets are equal or greater to 10 million pesos. d) Economic units which belong to a company and altogether fulfill one of the criteria established in the previous points. e) Economic units which belong to a national company (with establishments in more than one state). f) Economic units that are engaged in maquila exports. g) Units classified in: Private schools which combine diverse education degrees or Public schools which combine diverse education levels. h) Public or private economic units which provide higher education services. i) Public economic units which provide education services and have 50 or more occupied persons. j) Economic units which provide accommodation with integrated services. Thematic Coverage The homologation of the Economic Statistics System It is a system that is updated to be able to serve the users, offering them better and more useful statistical information on the establishments and companies in our country; at the moment seven statistical programs are carried out, which conform the direct collection of basic statistical data; these programs are: Manufacturing surveys Construction companies surveys Trade establishments surveys Services and transportation surveys Mining-metallurgical industry statistics Production services (maquila) for exports statistics Economic Censuses (which include 28 collection instruments) Thematic Coverage The homologation of the Economic Statistics System These projects can have a monthly, annual or five-year periodicity and they do not ask for duplicated information, due to the care in the integration and complementariness of the data between the projects, since each one covers a specific thematic. Thus, the monthly surveys collect timely information such as duration of workday, remunerated and not remunerated personnel, remunerations, major expenses and incomes, variation of inventories, etc., whereas the annual projects mainly collect variables that give account of the structure of the categories in the studied sector, for example: total men and women, specific expenses for the consumption of goods and services, income components, stocks variation, gross formation of fixed assets by each one of their components, etc., and finally, the censuses offer information on the composition of the total economic units, since they are projects which collect the totality of the universe of study in question. Thematic Coverage Economic Censuses Rural Survey Sample,2004 1. Survey Objective To obtain information about the number of establishments which operate in the rural context, as well as the main variables which characterize their participation in the domestic economy. 2. Target Population Manufacturing, trade and services establishments conform the target population. 3. Coverage This event considers the establishments located in rural areas excluding the “economic localities and the “industrial corridors”. The Federal District is also excluded because this is the only state where the census covers 100% of the territory. The survey was designed in order to provide information at the national, national by sector and federative entity levels. 4. Sample Design The sample design is probabilistic; due to this fact, the findings of this survey are generalized for all the establishments in the target population. Thematic Coverage Economic Censuses Rural Survey Sample,2004 4.1 Survey Framework The framework applied to this survey was integrated according to the XII 2000 General Housing and Population Census statistic data, as well as to the 2003 cartographic update, previous to the urban enumeration. 4.2 Sample Units Integration The sample units are integrated by rural AGEBs which, during the 2000 General Housing and Population Census, counted with inhabited localities and were not absorbed by urban areas between that year and the 2003 cartographic update; event in which all the urban localities were crossed over and the growth toward rural AGEBs were detected. The sample framework for each federative entity Rural Survey is the AGEB list related to in the paragraph above, excluding those in which the industrial corridors are located, as well as the localities with establishments considered as important. 4.3 Stratification Since the sample framework proceeds from the 2000 Housing and Population Counting, it was necessary to establish relationships between the indicators of both events in order to identify those with which to carry out the stratification. In this way the correlated variables of population were obtained, with the total number of establishments in the three sectors as a whole and the one of trade sector individually, which were tested in stratification and multivariate analyses to select the group of indicators that besides having the highest correlations among them, is the one that presents minor number of overlaps in the stratums averages.14 Thematic Coverage General strategy to carry out the 2004 Economic Censuses Stage 1. Verification and update of the largest establishments and enterprises June 2nd to November 28th, 2003 Stage 2. Census operative March 1st to June 30th, 2004 In the stage 2, the participation of around 32,000 persons was required. The 2004 Economic Censuses had an approximate cost of half the cost of the 1999 Economic Censuses in real terms. Coverage (sectorial, thematic and geographic) Sectorial Coverage Economic Censuses have a wide sectorial coverage. They comprise 964 classes of activity out of the 1,051 in wich NAICS divides the Domestic Production System. NAICS is the official classification system which arranges and presents economic data. Economic Censuses 2004, exclude agriculture, farming and forestry; taxi services; political parties; and domestic services as well as international organism. Result of the Economic Censuses, 2004 A global vision of the results obtained by the 2004 Economic Censuses 4,290,108 economic units and 23,197,214 personnel 81.5% 18.5% Result of the Economic Censuses, 2004 A global vision of the results obtained by 2004 Economic Censuses 81.5% 18.5% 3,495,613 economic units in census 3,005,157 184,010 306,446 National Summary Economic units and total personnel* 16,239,536 14,825,994 2,805,384 Variation 9.5% 3,005,157 Variation 7.1% Economic units Total personnel * Include: Personnel dependent and non dependent on the trade name 1998 2003 National Summary The main variables by sector, 2003 Sectors Economic units Absolute 3,005,157 Total Total of personnel*/ % Absolute 100.0 16,239,518 % Annual payroll per person (Thousand of pesos) (Thousand of pesos) 100.0 79.6 6,312,205,283 100.0 Fishing 21,252 0.7 196,481 1.2 29.9 Mining 3,077 0.1 122,640 0.8 Electricity, water and gas (utilities) 2,437 0.1 221,335 13,444 0.4 652,387 Construction Manufacturing Trade Total gross output % Absolute 13,964,324 0.2 166.9 459,605,723 7.3 1.4 157.7 346,456,336 5.5 4.0 35.4 177,658,231 2.8 328,718 10.9 4,198,579 25.9 86.4 2,732,718,051 43.3 1,580,587 52.6 4,997,336 30.8 55.5 832,068,565 13.2 Transportation and warehousing 41,899 1.4 634,940 3.9 105.6 276,369,848 4.4 Finance & Insurance 10,417 0.3 275,812 1.7 278.7 391,921,728 6.2 30.4 75.7 Services **/ 1,003,326 33.4 4,939,978 1,081,442,477 17.1 * Include: Personnel dependent and non dependent on the trade name. **/ Information, Finance & Insurance, Real estate & rental & leasing, Professional, scientific, & technical services, Administrative & Support & waste managment & remediation services, Educational services, Health care & social assistance, Arts, entertainment & recreation, Accommodation & food services, and Other services. National Summary Comparative: Economic Censuses 1999 vs 2004 Economic units Sectors 1998 Absolute Figures 2003 Absolute % 2,805,384 100.0 3,005,157 100.0 7.1 Fishing 21,447 0.8 21,252 0.7 -1.0 Mining 2,896 0.1 3,077 0.1 6.3 Electricity, gas and water (utilities) 2,436 0.1 2,437 0.1 0.0 14,630 0.5 13,444 0.4 -8.1 342,650 12.2 328,718 10.9 -4.1 51.4 1,580,587 52.6 9.6 40,742 1.4 41,899 1.4 2.8 6,662 0.2 10,417 0.3 56.4 33.3 1,003,326 33.4 7.7 Total Construction Manufacturing Trade Transportation and warehousing Finance & Insurance Services 1,442,624 931,287 % Percentage Variation National Summary Comparative: Economic Censuses 1999 vs 2004 Personnel Sectors 1998 Absolute % 2003 Absolute % Percentage Variation 14,825,994 100.0 16,239,518 100.0 9.5 Fishing 190,182 1.3 196,481 1.2 3.3 Mining 124,259 0.8 122,640 0.8 -1.3 Electricity, gas and water (utilities) 193,247 1.3 221,335 1.4 14.5 Construction 712,894 4.8 652,387 4.0 -8.5 Manufacturing 4,445,253 30.0 4,198,579 25.9 -5.5 Trade 4,010,159 27.1 4,997,336 30.8 24.6 Transportation and warehousing 627,656 4.2 634,940 3.9 1.2 Finance & Insurance 290,666 2.0 275,812 1.7 -5.1 4,231,678 28.5 4,939,978 30.4 16.7 Total Services National Summary Total Personnel Total Sectors Dependent of the trade name Absolute % Not dependent of the trade name Absolute % Absolute % 16,239,518 100.0 14,840,254 100.0 1,399,264 100.0 Fishing 196,481 1.2 186,880 1.3 9,601 0.7 Mining 122,640 0.8 107,261 0.7 15,379 1.1 Electricity, gas and water(utilities) 221,335 1.4 213,240 1.4 8,095 0.6 Construction 652,387 4.0 597,931 4.0 54,456 3.9 Manufacturing 4,198,579 25.9 3,860,137 26.0 338,442 24.2 Trade 4,997,366 30.8 4,616,391 31.1 380,975 27.2 Transportation and warehousing 634,940 3.9 586,957 4.0 47,983 3.4 Finance & Insurance 275,812 1.7 199,182 1.3 76,630 5.5 4,939,978 30.4 4,472,275 30.1 467,703 33.4 Total Services 8.6% of the personnel (1.4 millions of persons) weren't legally dependent of the economic unit for which they work. They can be supplied by another trade name, commission agents or which earn fees. National Summary Total personnel by sex, 2003 (Percentages) Finance & insurance 54.1 45.9 Trade 54.9 45.1 Non-Financial services 58.0 42.0 Total 62.2 37.8 Manufacturing 64.7 35.3 Electricity, water and gas 82.8 (utilities) Transportation and 86.2 warehousing 17.2 13.8 Mining 90.2 9.8 Fishing 92.2 7.8 Construction 93.6 6.4 0% 20% Men 40% 60% 80% Women 100% National Summary Total personnel by sex and stratum 2003 (Percentages) Total 62.2 37.8 0 to 10 54.4 45.6 11 to 50 66.9 33.1 51 to 250 69.1 30.9 251 and more 65.9 34.1 0% 20% Men 40% 60% 80% Women 100% National Summary Main economic sectors by variable Rank 1ro. 2do. Economic unit Retail trade Manufacturing 49.7% 25.9% Other services 13.1% 3ro 4to. Total Manufacturing 337.9 278.6 7.5% 86.3% Management of companies and enterprises 24.8% 10.9% Health care & social assistance 3.4% Total gross Finance & Insurance Manufacturing Accommodation & food services Average remuneration by person (thousands of annual pesos ) Retail trade Accommodation & food services 9.2% 5to. Total Personnel Wholesale trade 5.9% Other services Information 256.0 output 43.3% Mining 7.3% Retail trade 7.2% Mining Finance & Insurance 166.9 6.2% Electricity, water and gas (utilities) Wholesale trade 5.8% 157.7 6.0% 69.9% 239.5 70.0% National Summary Economic units according to the personnel stratum, 2003 (Percentages) 97.0 94.9 94.7 90.9 74.3 18.5 2.5 6.0 3.9 0.9 0.2 Total 0 to 10 2.2 0.9 Manufacturing 11 to 50 0.4 0.1 Trade 51 to 250 Personnel stratum 4.3 6.0 0.8 0.2 Services 251 to more 1.2 Others National Summary Juridical category of the económic units , 2003 (Percentages) 7.5% 2.4% 90.1% Natural person Business association Other National Summary Fixed, semi-fixed and household establishment, 2003 (Percentages) 97.7 93.8 93.0 92.1 85.8 13.6 3.2 3.8 0.6 Manufacturing Trade Fixed establishment 3.5 2.7 Services 0.7 1.6 Other sectors */ Semi-fixed establishment 3.1 4.7 Total Household */ Fishing, mining, electicity, gas and water, construction, transportation and financial services. National Summary Percentages of selected variables by state, 2003 20 Eight states take account for 63.3% of the total gross output. 15 10 5 Economic units Total personnel Total gross output National Summary Main states, 2003 Rank Economic units Occupied Average Total gross remuneration per person output (thousands of annual pesos) Mexico 12.1% Distrito Federal 17.5% Distrito Federal 125.3 Distrito Federal 23.3% Distrito Federal México Nuevo León México 11.4% 9.4% 97.1 8.5% Jalisco 7.1% Jalisco 7.5% Campeche 88.4 Nuevo León 8.4% 4 Veracruz 6.1% Nuevo León 6.2% México 80.0 Jalisco 6.0% 5 Puebla 5.5% Veracruz 4.5% Baja California 76.7 Campeche 4.5% Total 42.2% 45.1% 90.8 50.7% 1 2 3 National Summary Main activities 13 of the 964 activity classes collected by the Economic Censuses concentrate 31.1% of the total gross output, 37.0% of the fixed assets, 5.3% of the occupied personnel and only 0.069% of the economics units. Contribution to the total gross output 6.7% Oil and gas extraction 4.2% Generation and transmission of electric power 3.3% Automobiles and light trucks manufacturing 3.3% Refining of crude petroleum 2.2% Banks 2.3% Chemical products manufacturing 1.9% Traditional telephony 1.5% Pharmacy products manufacturing 1.4% Soda manufacturing 1.2% Management of non-financial companies and enterprises 1.2% Electric and electronic equipment for automotive vehicles 1.0% Investment societies 1.0% Cellular telephony 31.1% Total National Summary Economic units using computer equipment and Internet, 2003 (Percentages) 12.4 8.2 6.2 4.6 Internet relationship between customer and suppliers Administrative processes Technical or design processes Development programs to improve processing National Summary Economic units using computer equipment and Internet, 2003 (Percentages) 95.1 90.2 84.5 74.8 74.1 73.1 68.5 58.2 52.2 48.2 37.7 30.0 8.9 5.6 4.3 Internet relationship between customer and suppliers 0 - 10 Administrative processes 11 - 50 3.0 Technical or design processes 51 - 250 Personnel stratum Programm development to improve processing 251 and more Coverage (sectorial, thematic and geographic) Primary Activities Fishing and animal aquaculture Coverage (sectorial, thematic and geographic) Mining Secondary Activities Electricity, gas and water Construction Manufacturing industry Coverage (sectorial, thematic and geographic) Wholesale trade Retail trade Transportation and warehousing Information Tertiary Activities Finance and insurance Real estate and rental Professional, scientific and technical services Management of companies and enterprises Administrative and support and waste management and remediation services Educational services Health care and social assistance Entertainment and recreation services Accommodation and food services Other services except government services Government activities 2004 Economic censuses MEXICO Instituto Nacional de Estadística, Geografía e Informática (INEGI) National Institute of Statistics, Geography and Informatics