– Revendedores estadunidenses falam em incertezas, mas estão felizes com o patamar de 17,5 milhões de carros/ano
O encontro da NADA – National Automobile Dealers Association deste ano foi um retrato da expectativa de sociedade estadunidense em relação ao governo Trump, que sinaliza com decisões que podem afetar diretamente os negócios de carros no país, embora não tenha tomado até agora nenhuma medida concreta. O clima no encontro pode ser resumido numa palavra: incerteza.
Diante dessa paralisia, os revendedores não fazem uma previsão precisa do que esperam do mercado de carros em 2017. Mas estão satisfeitos com o que chamam de Platô de Estabilidade nas vendas: em 2015 os EU venderam 17,5 milhões de carros, o mesmo patamar de 2016 e eles esperam que o volume seja repetido este ano. Nada mau diante da queda drástica verificada na crise de 2008, quando as vendas caíram a 10 milhões de unidades. O volume atual é próximo dos recordes históricos verificados antes da crise de 2008.
Diante do fator Trump, os revendedores não arriscam a apostar em crescimento para 2017. Falam até na possibilidade de um pequeno recuo, mas acreditam que o patamar de vendas não será alterado, embora se preocupem com ações que possam afetar o mercado, como a taxação dos carros importados do México.
Carlos Ghosn disse numa entrevista a uma cadeia de TV japonesa que os fabricantes de veículos, gostem ou não, terão que se adaptar às normativas do governo Trump. O brasileiro, que preside a aliança Renault Nissan, considera normal que o novo governo tenha uma política própria sobre o setor.
“Seremos cuidadosos nas nossas decisões do governo estadunidense. Temos que nos adaptar”, disse Ghosn, que aguarda as medidas dos EUA para decidir a estratégia de investimentos e incremento da produção.
A revista Dealer, da Fenabrave, a federação que reúne as associações de concessionárias no Brasil, traz um relato minucioso do encontro dos revendedores estadunidenses.
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