Economia

Ya hay hasta 10% de sobreprecio en la venta de autos por falta de modelos

Las concesionarias tratan de defender su stock ante la incertidumbre de los valores de reposición.

Se espera un mes más bajo en actividad por falta de oferta. Quejas por costo adicional que implica tener los 0 km parados en el puerto. 

Después de un mes que cerró con el primer crecimiento interanual en ventas de autos en dos años, julio comienza con un mercado que mantiene la fuerte demanda por el “efecto blue”, pero con poca oferta de modelos. El desabastecimiento de vehículos es cada vez más evidente y eso hace que falten autos y sobren compradores. La consecuencia lógica de esta ecuación es el resurgimiento de los sobreprecios que, en algunos modelos, llegan al 10% el valor de lista oficial.

El dato surge de un relevamiento de realizado por Ámbito en concesionarias de distintas marcas. Obviamente, esta no es una política oficial de las automotrices. Con demoras para la entrega de unidades de más de 90 días y la imposibilidad de “cerrar el precio” hoy y quedar expuestos ante lo que puede valer cuando se entregue al comprador, este colchón es una forma que tienen los vendedores ante la incertidumbre económica.

Se estima que hay más de 10.000 unidades paradas en el puerto que no son autorizadas a despachar a plaza. En la mayoría de los casos, su liberación implicaría que el Banco Central tenga que girar dólares para el pago de esas importaciones y, en estos tiempos, el billete verde es un bien que escasea en el Estado. Es así que desde el Gobierno demoran el trámite para el permiso de ingreso conocido como SIMI. Además del problema del abastecimiento del mercado, esta traba genera un costo adicional para las empresas que deben pagar diariamente la estadía de miles de unidades en los depósitos portuarios.

Debido a esta restricción, el mercado de junio se alcanzó con una importante liquidación de los stocks de las concesionarias ya que desde las fábricas (importan 70% de los 0 km que venden) y los distribuidores no tenían unidades para reponer. De los 36.991 0 km vendidos, las terminales despacharon a su red unos 22.000, por lo que más de 14.000 correspondieron a unidades que pertenecían a las concesionarias.

Esta política está causando malestar entre los “dealers” porque les implica una pérdida de dinero. “Con los pesos que cobramos, al no poder comprar a las fábricas, no tenemos muchas alternativas de no perder contra la inflación y dependemos de que no se alteren las variables económicas porque sería una pérdida para nosotros”, explicó el dueño de una concesionaria.

Para entender la situación, esto significa que los vendedores se descapitalizaron en esa cantidad de vehículos que no van a poder recomponer al mismo precio. Las casi 37.000 unidades patentadas el mes pasado podrían haber sido más si hubiera disponibilidad de 0 km. De hecho, por este faltante de autos se estima que julio puede quedar por debajo de ese registro.

La política de las concesionarias de reducir su stock en esa cantidad se justificaba por la necesidad de facturar y cubrir costos fijos ante la parálisis de la cuarentena. Pero es una práctica que no puede repetirse todos los meses porque terminaría en ola de quebrantos. Es por eso que julio será más duro. Quedarán muy pocas bonificaciones y quienes quieren asegurar una unidad, deberán estar dispuestos a ceder ante los sobreprecios. Esta situación es una “remake” de lo que sucedió en 2014 y 2015, cuando.

AMBITO

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