Unidas vê cenário de longevidade para valorização de carros seminovos
O diretor presidente da Unidas, Luis Fernando Memória Porto, apontou um cenário de longevidade para os preços elevados dos seminovos no mercado brasileiro.
“Esperamos ter mais um ou dois anos. Talvez até mais, três anos, de cenário como de hoje. Porque mesmo que se retome o carro zero, o carro usado vai ter pouca oferta, especialmente em veículos de zero a três anos de idade, que é o que nós trabalhamos”, disse, durante conferência com analistas na tarde desta terça-feira.
O executivo destacou que, para além da dificuldade de fabricação das montadoras diante da pandemia, o setor teve um ciclo de vendas em 2018, 19 e 20 com vendas abaixo do que era esperado. Esse movimento, disse, tende a gerar menos oferta de seminovos nos próximos anos com idades entre três, quatro e cinco anos.
A menor oferta de carros zero e a elevada procura no seminovo levou a Unidas a registrar um recorde no preço de venda dos seminovos no segundo trimestre deste ano, de R$ 58,3 mil por carro, crescimento de 53,3% na comparação com igual trimestre de 2020.
Porto destacou que a empresa deverá continuar recebendo uma quantidade satisfatória de carros novos nos próximos meses. Ele destacou, entretanto, que a falta de veículos no mercado é clara.
“Se hoje tivéssemos 24 mil carros a mais (backlog atual), ou estaríamos renovando a frota da terceirização, ou da locação”, disse. Ele destacou que, diante das conversas com as montadoras, a estimativa é retomar a produção ao normal no segundo trimestre do ano que vem e não no fim deste ano como era ventilado antes.
Mesmo com as dificuldades, o executivo disse que o grupo tem contratos de longo prazo com montadoras e que isso garante o número de entregas que o grupo precisa para rodar o seu negócio.
O segmento de aluguel de carros (RAC) já conseguiu retomar suas tarifas na comparação com os níveis anteriores à pandemia, disse o diretor Rent-a-Car da Unidas, Carlos Horácio Sarquis.
Ele explicou que, na média o que tem mantido as tarifas menores na comparação geral é a composição do mix, com locações mais longas...
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