Balanced Scorecard: E as exportações?

segunda-feira, setembro 11, 2023

E as exportações?

No JN de Sábado passado pude ler "Exportações caem mais de 10% em julho".

10%?! É muito!!!

Ah! Comparam o mês de Julho de 2022 com o mês de Julho de 2023.

E o acumulado? Cai cerca de 1,2%.

O JN escreve:

"As exportações portuguesas registaram em julho uma quebra de 10,6% face ao mesmo mês do ano passado, recuando de 7,16 mil milhões de euros para 6,4 mil milhões. A venda de bens para Espanha e para o Reino Unido foram as mais penalizadas, com menos cerca de 300 milhões de euros. Os combustiveis, os químicos e os têxteis foram os bens com maior quebra. As estatísticas do comércio internacional divulgadas ontem pelo Instituto Nacional de Estatística (INE) mostram que são os países da União Europeia que estão a afundar as exportações portuguesas. As vendas para o espaço comunitário caíram 424 milhões de euros, o que traduz uma descida de 8,8% face a julho de 2022.
A maior quebra foi registada no mercado espanhol, com menos 181 milhões de euros (10%) vendidos. A estagnação das economias europeias também se repercutiu nas exportações para Itália (menos 20%), Países Baixos (menos 17%) e Alemanha (menos 9%).
No comércio extracomunitário, a maior redução ocorreu com o Reino Unido"

De seguida a nossa habitual tabela que compara evolução dos valores acumulados homólogos:

Interessante a heterogeneidade sectorial da evolução. Se retirarmos os combustíveis e lubrificantes as exportações globais estão a crescer quase 4%.

Nos próximos meses vai-se juntar o impacte dos números da Autoeuropa.

BTW:

as exportações do calçado estão quase iguais às do ano passado
o desemprego no calçado foi o que mais subiu em Portugal (mais de 15%)
vejo muita, mas mesmo muita heterogeneidade no sector (empresas que fecham e empresas cheias de trabalho)
o que se passa: impacte da inflação no volume de vendas? crescimento da subcontratação no Brasil e Marrocos?

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