Importação pesa na produção de veículos em janeiro

Market: Battery materials, Biofuels, Metals, Oil products
08/02/24

A produção brasileira de veículos ficou estável em janeiro, com importações registrando o maior resultado em dez anos e exportações em queda.

O país produziu 152.564 veículos em janeiro, praticamente sem mudanças em relação às 152.666 unidades no mesmo período em 2023, de acordo com a Associação Nacional dos Fabricantes de Veículos Automotores (Anfavea). Em comparação a dezembro, houve recuo de 11pc.

A baixa na produção foi impulsionada principalmente por uma elevação histórica nas importações de veículos. As chegadas atingiram 31.500 unidades, o maior volume desde janeiro de 2014, com a Argentina representando 46pc deste total.

A participação de mercado chinesa no setor automotivo brasileiro também está crescendo significativamente nos últimos anos, saltando para 25pc das importações no mês passado, ante 2pc no mesmo intervalo em 2020. A Anfavea não forneceu dados sobre a fatia de mercado da China em 2023.

O retorno das tarifas de importações sobre veículos elétricos direcionou o aumento das chegadas, segundo o presidente da associação, Márcio de Lima Leite.

"Muitas empresas importaram volumes maiores que a demanda em dezembro para vender em janeiro e fevereiro", disse Leite, acrescentando que veículos elétricos e híbridos corresponderam a 14pc e 19pc das importações do mês, respectivamente.

Enquanto isso, as vendas de veículos cresceram para 161.615 unidades em janeiro, alta de 13pc frente ao mesmo intervalo em 2023 e redução de 35pc em comparação a dezembro.

O Brasil exportou 18.837 veículos no período, queda de 43pc na base anual e de 26pc em relação ao mês anterior. As vendas para a Argentina, Colômbia e Chile caíram 19pc, 79pc e 60pc, respectivamente.

Mover

As regulamentações para o Mover, o novo programa de descarbonização da frota de transporte, serão lançadas até o fim do Carnaval, confirmou o vice-presidente e ministro do Desenvolvimento, Indústria, Comércio e Serviços (MDIC), Geraldo Alckmin, durante a entrevista coletiva da Anfavea nesta quinta.

A iniciativa ainda é uma Medida Provisória (MP) instituída pelo governo do presidente Luiz Inácio Lula da Silva e estabelecerá requisitos obrigatórios para a comercialização de novos veículos produzidos internamente e unidades importadas.

"Vamos trabalhar no Congresso para o mais rapidamente possível termos a aprovação da MP", afirmou Alckmin.

A Anfavea elogiou o programa e destacou seu potencial para angariar mais investimentos para a indústria automotiva.

Até o fim de janeiro, o país já atraiu mais de R$41 bilhões em investimentos de várias montadoras, como Volkswagen, GM, Stellantis, Renault e outras.

"Iremos passar de R$100 bilhões [em investimentos]", previu Leite.

Por Laura Guedes

Participação de mercado de veículos leves por combustível			%
	Jan-24	Jan-23	± (pp)
Gasolina	4,4	2,2	2,2
Elétricos	2,9	0,6	2,3
Híbridos	2,5	1,6	0,9
Híbridos Plug-in	2,5	1,2	1,3
Flex	77,4	83,0	-5,6
Diesel	10,4	11,4	-1,0
Anfavea

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