Implementos Rodoviários | 2015

136 2015 industry, in 2015, points out to retraction, even 2014 being a “poor basis” year, as sales fell by 10.22% compared to 2013. The results in the industry dynamics can already be felt. According to data from Monthly Industry Survey (PIM-BGE), the general and manufacturing industry registered a decline of 7.1% and 9.3%, respectively, for the year to date until February 2015 against same period of 2014. The result presented by the group “Vehicles, trailers and bodywork manufacturing” is even worse, showing a downturn of 24.8% in the same period (the group mentioned was used as approximation of industrial activity in the road equipment industry for covering categories belonging to the CNAE 2.0), affecting increasing idleness of the industrial production of the industry. When analyzing employment data (CAGEDMTE), we can also notice a decrease in the number of employees. General industry fell by 2.8%, accounting for the closure of 253.057 jobs, based on the number of employees in February 2015 against the same period of the preceding year. If we evaluate the segment of cabs, bodies and trailers (using it as approximation of the road implement industry), the downturn was in the range of 6.393, representing a decline of 9.6% on the same comparison basis. According to data from the National Association of Roadway Equipment Manufacturers (ANFIR) the number of registration of heavy roadway equipment segment (trailer and semi-trailer) decreased by 50.18% in the first quarter of 2015 when compared to the same quarter of the previous year, totaling only 6.950 plate licensing issued. In the same period, the light segment (body on chassis) fell by 28.87%, totaling 16.068 registrations. In the grand total, including the two categories previously mentioned, the number of plates licensing issued decreased by 37.0%, with a total 23.018 units. The answer of the roadway equipment industry to the economic slow-down and measures adopted by the Government as a way to “clean up the Government accounts” is clearly negative. We can draw a parallel between the reference variables and respective impact on the dynamics of the road equipment industry: 1.  Administered prices 1.1.  Fuel price hike: Entrepreneur seeks greater productivity and efficiency of freight vehicles instead of buying a new unit, leading to a decrease in orders; 1.2.  Power supply price hike: Increased costs of energy sources for road equipment manufacturing. Energyconsuming tools and factory lighting had significant increase with the readjustment; 2.  Increase of IPI (tax on manufactured products) for cars: Discouraging the purchase of vehicles due to high prices. Precisely because it is a tax that can be readjusted downwards and/or exempt, the market should meet such demand until that happens; 3.  Increased Interest Rates: Changing the TJLP (Long term interest rate) influenced the main financing rates, driving up costs and inhibiting acquisition of such lines which are critically important for the road equipment industry; 4.  Increased Taxation on payrolls: Industry has low automation and mechanization level, i.e. highly dependent on labor. The adjustments are coming to factory floors and taking competitiveness out of industry. However, it is important to consider that despite the continuing uncertain economic environment, the fiscal adjustment impacts will improve perspectives in the long run. But many industrialists and entrepreneurs are aware that Government also needs to increase their “sacrifice portion”, as some of the measures announced will continue to impact the crisis on the Brazilian industry. This declining scenario in the roadway equipment industry should remain until there is total or partial revision and amendment of adjustments that the Government has adopted so far. Thus, it is necessary that industry adopts medium and long-term strategies to get around, or at least to stabilize losses in the short term. Therefore, it is important to have planning and contingency plans, as well as a pairing between entrepreneurs, professional associations and Government in order to think of solutions to ensure a sound maintenance of activities and make the industry “release the parking brake” and “overcome inertia”. Artigo Article

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