09/16/2020 - 22:30
Every time we talk about the value of the dollar in the automotive industry, everyone is waiting for what may happen, since it is a sector that a good part of its costs are tied to what happens with the US currency.
And while everyone agrees that
when the dollar rises, car prices rise 0 km
, with the new stocks the impact will be different than other times, at least in the short term.
Government announcements ended up modifying the value of the US currency in several of the versions that can be found in our country (Tourist, Bolsa, Blue).
Several brands announced a few days ago the increase in production in their factories Photo: Rafael Mario Quinteros
But the value of the Banco Nación dollar was not modified, which no saver can access but it is
the one that governs the business of the automotive industry
in regard to imports and exports.
This means that the value of the dollars that companies use to bring models will continue to have the same value.
And the same applies to the importation of auto parts for the production of nationally manufactured models.
"The changes announced today do not affect import or production," they acknowledged from a terminal.
In this case they do not see problems with "loans, since we have them with the parent company, we have nothing with external banks."
In any case, they acknowledged that they will "monitor the behavior of the Central Bank beyond what is established by the norm to understand how everything is going."
But they confirmed that "
prices should not have a direct impact
since we import with the dollar from Banco Nación."
In the same vein, they responded from another company: "from this announcement we do not see a direct impact."
But they did clarify that "in general we are making a price adjustment every month that is in line with inflation, increases in competition and the positioning of our models in the market."
From another brand they believe that "it is an
excellent time to buy a 0 km
. Already, before the end of September."
And they detailed: "especially a car of national manufacture, that there is guaranteed delivery. And not to mention buying it with credits in pesos at a fixed rate, it is very convenient."
In another company that also manufactures in the country they assured that "for the moment there have been no difficulties in the supply of auto parts. We have a very oiled channel that is prepared to detect possible inconveniences in the supply chain."
But the concern lies with some
auto parts companies
that are very tight with costs due to the delay they find to obtain dollars at the official price.
From the sector they also warn that the changes in the stocks and the variables of increase that it produces can influence the market.
In this sense, in another brand they commented that "if the gap between the blue dollar and the official dollar continues to deepen, there may be an overheating of demand, due to the few investment options in the market, people can reach to want to take refuge in the cars. "
The new gap with
will deepen a phenomenon that appeared in recent weeks and that has to do with
above the official price lists.
"That is going to happen to the extent that the model they sell can be replaced," they warn from another company.
"It may be that the dealers want to cover themselves with the replacement price."
And although it is heard in the sector that "it is difficult to predict" what will happen, it is even believed that the gap with blue "
could trigger consumption
. There is still an unsatisfied demand" they clarify.
It is even estimated that the "figure of 290 thousand units for this year could be small. We see a little more than 300 thousand" predicted from a company with national manufacture.