Indústria melhora em junho, mas recessão ainda é evidente, diz CNI
A Sondagem Industrial, pesquisa periódica da Confederação Nacional da Indústria (CNI), mostra que o melhor desempenho da indústria desde o início da pandemia ocorreu em junho. Os dados se deslocaram totalmente dos piores momentos, embora ainda deixem claro o cenário de recessão. Foram entrevistadas 1.880 empresas (754 pequenas, 658 médias, 468 grandes) entre 1º e 13 de julho.
Os índices de produção e de emprego apontam para o esforço de reação do setor industrial. A produção alcançou 52,8 pontos em junho, dentro de um intervalo de 0 e 100, e acima da linha divisória de 50 pontos. Dados acima dessa linha indicam aumento da atividade industrial. O índice de evolução do número de empregados está em 46,9 pontos, no entanto, a queda do emprego em junho ocorreu de forma menos intensa e menos disseminada do que nos meses anteriores.
O percentual de utilização da capacidade instalada (UCI) atingiu 62%. O aumento mostra uma recuperação significativa do indicador, após as quedas expressivas. O UCI está quatro pontos percentuais abaixo do nível de junho de 2019. Em abril, a diferença era de 17 pontos percentuais em relação a abril do ano passado. Mesmo assim, os estoques continuaram a cair e estão abaixo do nível planejado pela indústria.
“A queda de estoques reflete o desaquecimento da economia, pois manter estoque é caro e exige capital de giro. É uma situação semelhante com a que ocorreu na crise de 2014. Na realidade, tudo indica que teremos uma melhora bem lenta da economia daqui para frente”, analisa o gerente de Análise Econômica da CNI, Marcelo Azevedo.
A falta de demanda interna, restringida pelas medidas de distanciamento social...
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