– Melhora na logística explica em parte a queda na venda de caminhões; aumento da produtividade evitou a ampliação da frota
Se há um setor que não pode reclamar da crise é o agro negócio. Além do aumento da produção, a alta expressiva do dólar tem aumentado o lucro do setor, pois a maior parte da produção é exportada , portanto vendida na moeda estadunidense.
No entanto, as vendas de caminhões (veículo usado quase exclusivamente no transporte de safras) estão num patamar abaixo da média do mercado. Foram vendidos este ano, de janeiro a setembro, apenas 54.476 caminhões no mercado brasileiro, o que representa uma queda de 44% sobre o mesmo período do ano passado, quando foram comercializadas 97.350 unidades.
Qual a razão dessa dissonância? Para Luiz Moan, presidente da Anfavea, o setor vive uma crise de confiança, que leva o empresário a resistir em trocar a frota. Moan lembra também que a venda de caminhão está diretamente ligada ao comportamento do PIB. Quando o produto interna bruto cresce as vendas sobem; mas quando cai, como atualmente, as vendas despencam, uma vez que quase toda a produção (não apenas agrícola) é transportada no Brasil por rodovia.
Marco Saltini, diretor da MAM e da Anfavea, lembra que a venda de caminhões cresceu nos últimos anos e o mercado teve uma certa saturação:
“Tivemos crescimento expressivo de vendas especialmente nos últimos dois anos; as empresas investiram em capacidade produtiva e hoje vivemos uma situação dramática. 2015 será um desastre para o setor”.
Ele lembrou que não só o volume baixo de vendas prejudica as empresas, mas principalmente a política de preços que algumas montadoras estão realizando, com grandes descontos, o que, segundo ele, “acaba com a capacidade de sobrevivência das empresas”.
Outro fator que Saltini destaca como responsável pela redução das vendas este ano é, por sua vez, muito positivo.
“A reorganização dos portos brasileiros, principalmente Paranaguá e Santos – os maiores escoadores da produção – reduziu drasticamente as filas para o carregamento da safra para exportação e isso proporcionou um uso mais intenso dos caminhões, de forma que os empresários passaram a utilizar um número menor de veículos para transportar a mesma quantidade de grãos”, revelou Marco.
O dirigente explicou que as filas intermináveis de caminhões nos portos transformavam as carretas em silos, pois os grãos permanecem “estocados” durante até dez dias no porto antes de abastecerem os navios.
O aumento da produtividade resultante da redução das filas permitiu que o empresário economizasse na compra de caminhões novos, situação que a indústria, por sua vez, está considerando “uma tragédia”.
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