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All over the world, the automotive industry is preparing for a technological breakthrough, requiring radical changes in industry structures, which implies significant investments. "The automakers need a suitable housing for the new market, which will focus on electric cars, autonomous mobility, connected and shared," said Paulo Cardamone, president of Bright Consulting.
This is perhaps the explanation of the speech of the world president. Mary Barra of General Motors (GM) recently referred to operations in South America. "We will not continue to invest to lose money."
There are also fears on the market that Ford, which claims to have losses in Brazil since 2013, possibility of plant closures – movement repeatedly denied by the company. In the United States, the company is undergoing major restructuring and decides to gradually stop the production of small cars and focus only on SUVs and light trucks, more profitable products.
Ford is under pressure from the ABC Metalworkers Union to bring a new project to the São Bernardo do Campo plant, where it produces only the Fiesta, a low-cost model of sale, and trucks. Workers fear for the future of unity, the oldest group in the country, and will meet the company's president in South America, Lyle Watters, next week.
In Taubaté, Ford recently attempted to cut 350 jobs through a Voluntary Separation Program (VSP), but received only 128 subscriptions. Last month, workers stopped production for three days to protest 12 layoffs. At present, the parties are negotiating an alternative to the surplus of staff, which, according to the company, was caused by the drop in exports to Argentina.
Cardamone does not think that some manufacturers will leave Brazil, one of the few markets still in business. growth potential despite their crises. "What should happen are capacity adjustments, with the closing of factories more empty, but businesses will continue in the country."
Long chain. The auto sector is one of the most beneficial for governments, it is a long chain of production that begins with the planting of cotton used in banks and iron ore mining for the production of steel, then continues in the autolasolas.
According to the National Association of Automobile Manufacturers (Anfavea), the automotive chain employs 1.3 million people and accounts for 22% of GDP. industrial. Last year, the sector generated $ 55 billion in tax revenue.
Some factories can cause significant damage in the cities where they are installed when the doors are closed. The São Caetano do Sul GM plant, trapped in an area in the middle of the richest city in the state of São Paulo, was responsible in 2018 for 24% of the ICMS collected by the municipality, for a amount of about 80 million rubles. According to ISS, it paid 6.5 million rand, or 3% of the total, according to preliminary data from the Department of Municipal Finance. The unit employs approximately 8,000 workers.
The São José dos Campos (SP) subsidiary, which reached an agreement last week on the reduction of wages and other labor rights with about 4.8,000 employees, is the third largest company in the world. city, behind Revap and Embraer.
In Gravataí (RS), the manufacturer collaborates with 45% of the ICMS collection and operates in a modern complex of 16 car parts manufacturers installed around the badembly line. Together, GM and its suppliers employ 8,000 people.
"The Brazilian car industry is very advanced, uses a lot and uses new technologies, but it could bring more," Cardamone said. For him, in terms of quality, national cars are still behind what we see in more developed countries.
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