12. MAJ 2004 
12 MAY 2004 
17 RUDARSTVO IN PREDELOVALNE DEJAVNOSTI 
 MINING AND MANUFACTURING
št./No 9
št./No 129
 
 
 Statistične informacije, št. 129/2004 
2 Rapid Reports No 129/2004 
 
 
Statistične informacije, št. 129/2004 
Rapid Reports No 129/2004 3 
 
 
 Statistične informacije, št. 129/2004 
4 Rapid Reports No 129/2004 
 
METODOLOŠKA POJASNILA  METHODOLOGICAL EXPLANATIONS 
NAMEN STATISTIČNEGA RAZISKOVANJA  PURPOSE OF THE SURVEY 
Panelno anketo o poslovnih tendencah, katere del je tudi investicijska
anketa, izvajamo od aprila 1995 s poenotenim vprašalnikom, na podlagi
poenotene metodologije in z enako periodiko, kot jo izvajajo v državah
članicah Evropske unije že več desetletij. Zato so vsi podatki neposredno
primerljivi. 
 The Survey on Business Tendency in Manufacturing, a part of which is
also the Investment Survey, has been carried out since April 1995 with
the harmonised questionnaire, methodology and periodicity which have
been used in EU Member States for several decades. Therefore, all data
are directly comparable. 
Namen kvalitativne investicijske ankete je pridobiti informacije o obsegu in
strukturi investicijskih vlaganj, vplivih različnih dejavnikov na investiranje
in poslovnem stanju podjetij. 
 The purpose of the qualitative Investment Survey (PA-INV) is to obtain
information on the volume and type of fixed investment, factors
influencing investment and assessment of the enterprises’ business
situation. 
ENOTA OPAZOVANJA  OBSERVATION UNITS 
Anketo izvajamo na vzorcu podjetij, ki so po Standardni klasifikaciji
dejavnosti (SKD) razvrščena v rudarstvo, predelovalne dejavnosti in
oskrbo z elektriko, plinom in vodo (SKD 10-41), to je v industrijo. 
 The survey is carried out twice a year on the sample of enterprises
registered in mining, manufacturing, and electricity, gas and water supply
of the Standard Classification of Activity (SKD 10-41), i.e. in industry. 
Pri oblikovanju vzorca oziroma panela podjetij smo uporabili dve merili:  In designing the sample, i.e. the panel of enterprises, two criteria were
used: 
 velikost podjetja (število zaposlenih skladno z Zakonom o
gospodarskih družbah) in  
 razvrstitev podjetja po SKD-ju. 
  the size of the enterprise (the number of employees in accordance
with the Companies Act) and  
 the classification of the enterprise according to the SKD. 
VIRI  SOURCES 
Na spomladanski vprašalnik PA-INV, ki vsebuje pet kratkih kvalitativnih
vprašanj, odgovarjajo direktorji ali drugi vodilni delavci podjetij v marcu ali
aprilu. Na jesenski vprašalnik, ki vsebuje enajst vprašanj, pa v oktobru ali
novembru. 
 Managers of enterprises or other executives are responding to the spring
PA-INV questionnaire in March or April and to the autumn questionnaire in
October or November. The spring questionnaire includes five short
qualitative questions and the autumn one includes eleven. 
ZAJETJE  COVERAGE 
V panel smo vključili vsa velika podjetja, 58 % srednjih (ali 61 %
zaposlenih) in 18 % malih podjetij (ali 20 % zaposlenih). 
 The panel includes all large enterprises, 58% of medium-sized enterprises
(or 61% of employees) and 18% of small enterprises (or 20% of employees). 
Panel pokriva 38 % podjetij vzorčnega okvira ali 75 % zaposlenih v
rudarstvu, predelovalnih dejavnostih in oskrbi z elektriko, plinom in vodo. 
 The panel covers 38% of the enterprises of the studied population or 75% of
employees in mining, manufacturing, and electricity, gas and water supply. 
NAČIN ZBIRANJA PODATKOV   METHOD OF DATA COLLECTION 
Anketo izvajamo dvakrat letno po pošti, in sicer marca ali aprila in oktobra
ali novembra. 
 The survey is carried out twice a year by mail, i.e. in March or April and in
October or November. 
UTEŽEVANJE ODGOVOROV  WEIGHTS FOR RESPONSES 
Odgovori so uteženi tako, da odražajo relativno pomembnost
posameznega podjetja v vzorcu. Znotraj oddelkov SKD so odgovori
uteženi s številom zaposlenih. 
 Answers to individual questions are weighted, so that they reflect relative
importance of individual enterprises in the panel. Inside SKD divisions
responses are weighted with the number of employees. 
NEODGOVORI   NON-RESPONSES G 
Neodgovore obdelamo skladno s poenoteno metodologijo; delež
neodgovorov se giba med 8-15 % (povprečno 10 %), kar je manj od
mednarodnih standardov za kvalitativne ankete. 
 Non-responses are processed in accordance with the harmonised
methodology and vary between 8% and 15% (10% on average), which is
better than international standards for qualitative surveys. 
DEFINICIJE  DEFINITIONS 
Grafikoni prikazujejo strukturo odgovorov in ravnotežja po posameznih
vprašanjih. Ravnotežje je razlika med pozitivnimi in negativnimi odgovori,
izražena v odstotkih. 
 The charts show the structure of answers and the balances by individual
questions. Balance is the difference between positive and negative
answers, expressed in percent. 
OBJAVLJANJE PODATKOV  PUBLISHING 
Sodelujoči v anketi prejmejo informacijo o oddelku SKD v katerega se po
dejavnosti razvrščajo in o rudarstvu, predelovalnih dejavnostih in oskrbi z
elektriko, plinom in vodo, to je o industriji, vendar le, če so na anketo
odgovorili. 
 Persons participating in the survey get the special information for SKD
division in which they are classified and for mining, manufacturing, and
electricity, gas and water supply, i.e. industry, as a whole. However, they
get it only if they responded to the survey. 
Statistične informacije, št. 129/2004 
Rapid Reports No 129/2004 5 
 
Drugim uporabnikom pa so dostopni podatki na ravni industrije in njenih
oddelkov in po velikostnih razredih podjetij. Podatki so objavljeni v
Statističnih informacijah – Poslovne tendence – Investicije v industriji. 
 Other users can get data for industry and its divisions and data for large,
medium-sized and small enterprises. Data are published in the Rapid
Reports – Business Tendency – Investment in industry. 
Spomladanski vprašalnik:  Spring questionnaire: 
− Investicijska vlaganja v osnovna sredstva v letošnjem letu v
primerjavi s preteklim: večja za ... %, približno enaka, manjša za ...
%, ne načrtujemo investicij? 
 − Percentage change in investment this year on investment last year:
higher by …%, about the same, lower by …%, no investment
planned? 
− Sedanje poslovno stanje podjetja: dobro, zadovoljivo, slabo?  − Assessment of the present business situation: good, sufficient, bad? 
− Pričakovano poslovno stanje podjetja v naslednjih šestih mesecih:
boljše, enako, slabše? 
 − Expected business situation in the next six months: better, same,
worse? 
− Pretežno lastništvo podjetja: zasebna domača last, zasebna tuja
last, družbena lastnina, državna lastnina? 
 − Ownership of the company by majority: domestic private, foreign
private, public/social, state? 
− Investicijska vlaganja v osnovna sredstva v preteklem letu v
primerjavi s predpreteklim: večja za ... %, približno enaka, manjša
za ... %, ne načrtujemo investicij? 
 − Percentage change in investment last year on investment two years
ago: higher by …%, about the same, lower by …%, no investment
planned? 
   
Jesenski vprašalnik:  Autumn questionnaire: 
− Investicijska vlaganja v osnovna sredstva bodo v naslednjem letu v
primerjavi z letošnjim: večja za ... %, približno enaka, manjša za ...
%, ne načrtujemo investicij? 
 − Percentage change in investment next year on investment this year:
higher by …%, about the same, lower by …%, no investment
planned? 
− Struktura investicij letos in naslednje leto: zamenjava stare opreme,
razširitev obstoječih zmogljivosti, razširitev proizvodnje na nove
proizvode, avtomatizacija in mehanizacija, uvajanje novih
proizvodnih tehnologij, racionalna raba energije, ekološke sanacije,
večja varnost pri delu, ostalo? 
 − Type of investment this year and next year: replacement of old
equipment, investment aimed at extending production capacity with an
unchanged product range, investment aimed at extending production
capacity so as to extend the product range, mechanisation or
automation of manufacturing process, introduction of new production
techniques, energy saving, pollution control, safety measures, other? 
− Razlogi za neinvestiranje: nezadostno povpraševanje, premajhen
profit, previsok kapitalski vložek, težave pri pridobivanju kreditov,
bojazen pred zadolžitvijo, previsoke kreditne obresti, nejasno
lastništvo - privatizacija, ostalo? 
 − Factors limiting investment decisions: insufficient demand,
insufficient profits, too high cost of capital, insufficient credit
guarantees, fear of indebtedness, too high interest rates, unclear
ownership - privatisation, other? 
− Sedanje poslovno stanje podjetja: dobro, zadovoljivo, slabo?  − Assessment of the present business situation: good, sufficient, bad? 
− Pričakovano poslovno stanje podjetja v naslednjih šestih mesecih:
boljše, enako, slabše? 
 − Expected business situation in the next six months: better, same,
worse? 
− Pretežno lastništvo podjetja: zasebna domača last, zasebna tuja
last, družbena lastnina, državna lastnina? 
 − Ownership of the company by majority: domestic private, foreign
private, public/social, state? 
− Investicijska vlaganja v osnovna sredstva bodo letos v primerjavi s
preteklim letom: večja za ... %, približno enaka, manjša za ... %, ne
načrtujemo investicij? 
 − Percentage change in investment this year on investment last year:
higher by …%, about the same, lower by …%, no investment
planned? 
− Vpliv povpraševanja (izkoriščenost proizvodnih zmogljivosti in
prodajna pričakovanja) na investicije letos in v naslednjem letu: zelo
spodbudno, spodbudno, ne vpliva, omejevalno, zelo omejevalno?   
 − Influence of demand (the capacity utilisation rate and the sales
prospects) on investment this year and next year: very stimulating,
stimulating, no influence, limiting, very limiting? 
− Vpliv razpoložljivosti finančnih virov in pričakovanega dobička na
investicije letos in v naslednjem letu : zelo spodbudno, spodbudno,
ne vplivata, omejevalno, zelo omejevalno? 
 − Influence of financial resources or expected profits on investment
this year and next year: very stimulating, stimulating, no influence,
limiting, very limiting? 
− Vpliv tehničnih dejavnikov (tehnološki razvoj, razpoložljivost
kvalificirane delovne sile in njihov odnos do novih tehnologij,
tehnični pogoji za pridobitev investicijskih dovoljenj idr.)  na
investicije letos in v naslednjem letu: zelo spodbudno, spodbudno,
ne vplivajo, omejevalno, zelo omejevalno? 
 − Influence of technical factors (technological developments, the
availability of labour and its attitude towards new technologies,
technical conditions for investment permits) on investment this year
and next year: very stimulating, stimulating, no influence, limiting,
very limiting? 
− Vpliv drugih dejavnikov (davčna politika, možnost prenosa proizvodnje
v tujino, ipd.) na investicije letos in v naslednjem letu: zelo spodbudno,
spodbudno, ne vplivajo, omejevalno, zelo omejevalno? 
 − Influence of other factors (taxation, weather or not production can be
transferred abroad) on investment this year and next year: very
stimulating, stimulating, no influence, limiting, very limiting? 
   
KOMENTAR  COMMENT 
Anketa o investicijah je del Ankete o poslovnih tendencah v predelovalnih
dejavnostih. V njej sodelujejo poleg podjetij, ki so vključena v mesečno
Anketo o poslovnih tendencah v predelovalnih dejavnostih, tudi podjetja, ki
so po Standardni klasifikaciji dejavnosti uvrščena v dejavnosti rudarstvo in
oskrba z elektriko, plinom in vodo. Omenjeno anketo izvajamo dvakrat na
leto, in sicer marca ali aprila ter oktobra ali novembra. 
 The Investment Survey is part of the Business Tendency Survey in
Manufacturing. In addition to enterprises participating in the monthly
Business Tendency Survey in Manufacturing, it also covers enterprises
classified according to the Standard Classification of Activities into mining,
and electricity, gas and water supply. The mentioned survey is carried out
twice a year in March or April and in October or November. 
 Statistične informacije, št. 129/2004 
6 Rapid Reports No 129/2004 
 
INVESTICIJE V OSNOVNA SREDSTVA  FIXED CAPITAL FORMATION 
Napovedi iz oktobra lani za leto 2004 so bile take: 96 % podjetij je ocenilo,
da bodo v letu 2004 vlagali v osnovna sredstva in da bodo investicijska
vlaganja v letu 2004 glede na leto 2003 v povprečju večja za 24 %. 
 October 2003 expectations for 2004: 96% of enterprises anticipated that
they would have fixed capital formation in 2004 and that compared to
2003 it would increase on average by 24%. 
V aprilu 2004 je vlagalo v osnovna sredstva 97 % podjetij, to je za 2
odstotni točki več kot aprila 2003. 30 % podjetij je ocenilo, da bodo
investicijska vlaganja v letu 2004 v primerjavi s predhodnim letom večja,
24 % podjetij pa, da bodo manjša. Po aprilski oceni direktorjev bodo
investicijska vlaganja v letu 2004 glede na leto 2003 v povprečju večja za
16 % in  tako manjša, kot so bila napovedana oktobra lani. 
 In April 2004, 97% of enterprises had fixed capital formation, which is 2
percentage points more than in April 2003. 30% of enterprises thought
that compared to 2003 fixed capital formation would increase, while 24%
of enterprises thought that it would decrease. In April 2004, managers
predicted that fixed capital formation in 2004 would exceed 2003 results
by 16% on average, which is less than they predicted in October 2003. 
Z vidika  velikostih razredov podjetij bo letos vlagalo v osnova sredstva 98
% velikih podjetij, 97 % srednje velikih podjetij in 92 % malih podjetij. V
povprečju bodo investicijska vlaganja v letu 2004 glede na 2003 v velikih
podjetjih večja za 6 %, v srednje velikih za 11 % in v malih za 66 %. 
 As regards size classes of enterprises, this year 98% of large enterprises,
97% of medium-sized enterprises and 92% of small enterprises plan to
have fixed capital formation. On average, compared to 2003 fixed capital
formation will increase by 6% in large, by 11% in medium-sized and by
66% in small enterprises. 
Aprilska vrednost za leto 2003 glede na leto 2002 je bila nekoliko bolj
ugodna, kot je bila napovedana. V letu 2003 je vlagalo v osnovna
sredstva 96 % podjetij; investicijska vlaganja v letu 2003 so bila tako
glede na leto 2002 v povprečju večja za 23 %. 
 In April the value for 2003 compared to 2002 was slightly more favourable
than predicted. In 2003, 96% of enterprises had fixed capital formation.
Compared to 2002, fixed capital formation in 2003 increased by 23%. 
POSLOVNO STANJE INDUSTRIJSKIH PODJETIJ  BUSINESS SITUATION IN INDUSTRIAL ENTERPRISES 
Aprila je 35 % direktorjev pričakovalo v naslednjih 6 mesecih "boljše", 9 %
direktorjev pa "slabše" poslovno stanje svojih podjetij. Sedanje poslovno
stanje je 28 % direktorjev ocenilo z oceno "dobro",  15 % direktorjev pa z
oceno "slabo". 
 In April, 35% of managers expected better and 9% expected worse
business situation in their enterprises in the next six months. The present
business situation was evaluated as good by 28% of managers and as
bad by 15% of managers. 
Poslovno stanje v aprilu po velikostnih razredih podjetij:  The business situation in April by size classes of enterprises: 
V velikih podjetjih je 35 % direktorjev ocenilo poslovno stanje kot "dobro",
12 % direktorjev pa kot "slabo". V naslednjih 6 mesecih pa 31 %
direktorjev teh podjetij pričakuje "boljše", 10 % direktorjev pa "slabše"
poslovno stanje. 
 In large enterprises, 35% of managers estimated the present business
situation as good and 12% as bad. In the next six months 31% of
managers expect that the business situation will improve and 10% expect
that it will deteriorate. 
V srednje velikih podjetjih je 21 % direktorjev ocenilo poslovno stanje z
"dobro", 17 % pa s "slabo". Glede pričakovanega poslovnega stanja so
optimistični, saj kar 39 % direktorjev pričakuje boljše poslovno stanje, 7 %
direktorjev teh podjetij pa  pričakuje slabše poslovno stanje. 
 In medium-sized enterprises, 21% of managers estimated the present
business situation as good and 17% as bad. They are rather optimistic as
regards the expected business situation since 39% of managers expect that
the business situation will improve and 7% expect that it will deteriorate. 
V malih podjetjih pa se pričakovanja niso uresničila: 19 % direktorjev je
poslovno stanje v aprilu ocenilo z "dobro", 20 % direktorjev teh podjetij pa
s "slabo". V naslednjih 6 mesecih pa 39 % direktorjev malih podjetij
pričakuje "boljše", le 5 % pa pričakujejo "slabše" poslovno stanje. 
 In small enterprises expectations were not realised: 19% of managers
estimated the present business situation as good and 20% as bad. In the
next six months 39% of managers expect that the business situation will
improve and 5% expect that it will deteriorate. 
 
 
 
 
 
Statistično raziskovanje je sofinancirala  Evropska komisija. Za objavljene
podatke in besedila je odgovoren izključno Statistični urad Republike
Slovenije in ne Evropska komisija. 
 The business survey is co-financed by the European Commission.
However, the European Commission accepts no responsibility or liability
whatsoever with regard to the material published in this document. 
 
 
 
 
 
 
 
Sestavila / Prepared by: Brigita Vrabič Kek 
Izdaja, založba in tisk Statistični urad Republike Slovenije, Ljubljana, Vožarski pot 
12 - Uporaba in objava podatkov dovoljena le z navedbo vira - Odgovarja 
generalna direktorica mag. Irena Križman - Urednica zbirke Statistične informacije 
Marina Urbas - Slovensko besedilo jezikovno uredila Ivanka Zobec - Angleško 
besedilo jezikovno uredil Boris Panič - Tehnični urednik Anton Rojc - Naklada 110 
izvodov - ISSN zbirke Statistične informacije 1408-192X - ISSN podzbirke 
Rudarstvo in predelovalne dejavnosti 1408-8908 - Informacije daje Informacijsko 
središče, tel.: (01) 241 51 04 - El. pošta: info.stat@gov.si - http://www.stat.si. 
Edited, published and printed by the Statistical Office of the Republic of Slovenia,
Ljubljana, Vožarski pot 12 - These data can be used provided the source is
acknowledged - Director-General Irena Križman - Rapid Reports editor Marina
Urbas - Slovene language editor Ivanka Zobec - English language editor Boris Panič
- Technical editor Anton Rojc - Total print run 110 copies - ISSN of Rapid Reports
1408-192X - ISSN of subcollection Mining and Manufacturing 1408-8908 -
Information is given by the Information Centre of the Statistical Office of the Republic
of Slovenia, tel.: +386 1 241 51 04 - E-mail: info.stat@gov.si - http://www.stat.si.