By George Guimarães | Translated by Jorge Meditsch
The Brazilian automotive industry opened 2023 with growing exports. On January, 33 thousand automobiles, light commercial vehicles, trucks and buses were shipped abroad. The result overcomes by external sales in the same month last year by 19% and December numbers by 5.9%.
This is the fourth year in a row in which the sector registered export growth in the first month of the year. Since 2020, when Brazil exported 20.5 thousand vehicles in January – a significant reduction from the 25 thousand units in the previous year and even more considering the 46.4 thousand in 2018 – the shipments went back into ascension with 25.9 thousand in 2021 and 27.7 thousand last year.
2021 and 2022 figures were certainly affected by the crisis in diverse markets and global logistics due to the pandemic. But Márcio Leite, Anfavea’s president, ponders the exports could have been even better in the first month of 2023.
Nonetheless, he said January’s results and the scenario of the destination markets are not distressing enough to review the forecast of 467 thousand vehicles being sold abroad this year, a number already 2.9% lower than in 2022.
The industry leader explained Chile and Colombia, two of the main national vehicle markets with Argentina and Mexico, did not have a good month, with close to 20% falls. “The alert signal regarding these two markets, which had been evolving well in the last few years, is now on”.
If the shipments were 5.9% higher than in December, the revenue, in contrast, was limited to R$ 709 million, 13.4% less in the same comparison.
Anfavea’s president says the change in the product mix was the reason for the smaller revenue in the month. According to the association, higher aggregate value vehicles, especially trucks and agriculture and construction machines, had a smaller participation in exports than in the previous months.
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