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Structural business statistics - historical data (sbs_h)

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National Reference Metadata in Euro SDMX Metadata Structure (ESMS)

Compiling agency: Annex I-IV: Instituto Nacional de Estatística / Statistics Portugal

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Structural business statistics (SBS) describes the structure, conduct and performance of economic activities, down to the most detailed activity level (several hundred economic sectors).

SBS covers all activities of the non-financial business economy with the exception of agricultural activities and personal services. Limited information is available on banking, insurance and pension funds.

 Main characteristics (variables) of the SBS data category:

  • Business demographic variables (e.g. Number of enterprises)
  • "Output related" variables (e.g. Turnover, Value added)
  • "Input related" variables: labour input (e.g. Employment, Hours worked); goods and services input (e.g. Total of purchases); capital input (e.g. Material investments)

13 March 2023

The statistical characteristics are defined in Annex I of Commission Regulation (EC) No 250/2009.

Portuguese data and data broken down by size class of the number of persons employed both refer to enterprises.

The enterprise is the smallest combination of legal units that is an organizational unit producing goods or services, which benefits from a certain degree of autonomy in decision-making, especially for the allocation of its current resources. An enterprise carries out one or more activities at one or more locations. An enterprise may be a sole legal unit.

Regional data refer to local units.

The local unit is an enterprise or part thereof (e.g. a workshop, factory, warehouse, office, mine, or depot) situated in a geographically identified place. At or from this place economic activity is carried out for which - save for certain exceptions - one or more persons work (even if only part-time) for one and the same enterprise.

For detailed information on statistical units, please see Council Regulation (EEC) No 696/93 of 15 March 1993 on the statistical units for the observation and analysis of the production system in the Community (Official Journal of the European Communities No L 076, 30/03/1993, p. 1), Section III of 15.03.1993 on the statistical units for the observation and analysis of the production system in the Community.

We include the branches of foreign enterprises, as long as they are registered in the public register. We also include the activities abroad of the reporting countries, because we are not able to split the value produced "domestically" from the global value. We consider the total value given by the enterprise, irrespective of where the value is produced. However, in Portugal, only in the construction sector the value produced abroad is significant.

In the context of the local units, we exclude the foreign local units (e.g. the local units of the reporting countries, but located in a foreign territory), since we are only able to identify the number of enterprises, wages, and persons employed, as requested in series 1C, 2C, 3C e 4C. So, in that context, the information given to Eurostat considers only the value produced domestically.

In the other series, where we have to produce detailed information on production, gross value added and so on, we are not able, so far, to split between domestic and global values.

Structural Business Statistics comprise all territories of Portugal.

SBS data refer to the calendar year and in most cases corresponds to the fiscal year. This report is based on the reference year 2020.

We utilize the same methodology to produce both preliminary and definitive data, except for individual enterprises. Since we do not have access to updated administrative data for these entities, we rely on data from the previous year and apply a model based on the behavior of small-sized companies. The time period between the first release of preliminary data and the last release of definitive data is usually around 4-5 months.

  • Number of enterprises and number of local units are expressed in units.
  • Monetary data are expressed in millions of €.
  • Employment variables are expressed in units.
  • Per head values are expressed in thousands of € per head.
  • Ratios are expressed in percentages.

We have considered that administrative data is the only source of information, because more than 95% of data produced under SBS is based on that kind of information (at a national level we disseminate around 500 variables). There are specific surveys for Industry, Trade, Construction and environment, in order to produce the following information:

  • Annex II – variables 20110, 21110, 21120 and 21140;
  • Annex III – variable 18210;
  • Annex IV – variables 20110, 23110 and 23120.

Administrative data have gone through an imputation procedure eliminating raw data flaws and imputing records not available. Generally speaking, we use the turnover (that is always observed) to impute the missing information. The imputation is done by strata.

We have considered that administrative data is the only source of information, because more than 95% of data produced under SBS is based on that kind of information (at a national level we disseminate around 500 variables). There are specific surveys for Industry, Trade, Construction and environment, in order to produce the following information:

  • Annex II – variables 20110, 21110, 21120 and 21140;
  • Annex III – variable 18210;
  • Annex IV – variables 20110, 23110 and 23120.

The SBS has the Simplified Business Information (IES) as basis. The IES is a system developed in cooperation with the Ministry of Finance, Ministry of Justice, Statistics Portugal and Portuguese Central bank, under which enterprises can submit their micro data to fulfil several legal obligations in a single act that were previously dispersed and that implied the provision of information materially identical to different organisms of the Public Administration through different channels. One of these legal obligations include the statistical one. In Portugal, we consider legal unit the enterprise.

The administrative data can be revised frequently, since we receive information every day. However, we extract an image from the business register to produce SBS statistics in order to update the unit's principal activity (stability rules). The business register can be updated at any time.

Annual

Preliminary data are normally released at national level within 10 months (T+1) after the end of the referente year and the definitive data within 15 months (T+2).

Regarding the data-collection, the administrative data of the companies are available from mid-July (T+1), since the administrative data of the individual enterprises are only available in November (T+1). The specific data from questionnaires is available in December (T+1).

Regarding the information sent to Eurostat, preliminary data are normally sent within 10 months after the end of the reference period and the definitive data within 18 months.

Statistics Portugal uses methodological aspects that are based on concepts and definitions and guidelines of EU Regulation No. 295/2008 concerning SBS statistics and therefore Portuguese national SBS statistics could be comparable with the other EEA countries. The statistical concepts are applied in the entire national territory.

The length of comparable time series: 2004-2007 (NACE Rev. 2) and 2008-2020 (NACE Rev. 2).

Major revision of the methodology for the data starting with reference year 2005.

Break in data series between 2007 and 2008. For more information see above concept 3.5