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O setor lácteo gaúcho confia em uma retomada rápida da economia nacional e que os hábitos adquiridos pela população durante a pandemia serão incorporados, consolidando um novo padrão de consumo de leite e derivados no Brasil. A projeção foi feita com base nos dados apresentados pelo Conseleite nesta terça-feira (22/09). Com mercado comprador e captação em queda no campo, indústrias e produtores vêm buscando estratégias para elevar a competitividade e driblar a alta dos custos de produção. Segundo o vice-presidente do Conseleite, Alexandre Guerra, insumos básicos como ração, medicamentos, ingredientes e embalagens tiveram valores elevados, acompanhando a variação cambial.
No campo, o que se verificou no primeiro semestre foi queda da produção inspecionada, com redução de 4,6% da captação do primeiro trimestre e de 5,9% no segundo, conforme o IBGE. Entre os estados avaliados, o Rio Grande do Sul foi o que teve maior redução percentual na região Sul. Ao mesmo tempo, o dólar valorizado segurou as importações no primeiro semestre, o que já está em reversão. O cenário levou à projeção de R$ 1,65 para o valor de referência do litro do leite em setembro. O dado, divulgado pelo Conseleite, indica elevação de 4,36% em relação ao consolidado de agosto (R$ 1,5811). Segundo o presidente do Conseleite, Rodrigo Rizzo, isso reflete a pressão de compra por lácteos no Estado, tendência também verificada em nível nacional em tempos de pandemia. “O auxílio emergencial do governo federal injetou recursos na economia que colaboraram com a recuperação de preços. Com a redução do valor para R$ 300,00, temos que reavaliar”.
As importações de leite já vêm aumentando neste segundo semestre, o que poderá impactar na competitividade do setor. Em agosto de 2020, as aquisições de produtos lácteos pelo Brasil cresceram 39% em relação a julho. “O mercado está demandando e consumindo, mas o Brasil também está recebendo mais leite. Isso significa que precisamos estar em alerta”, ponderou Alexandre Guerra. “Há algo errado na nossa competitividade. Não podemos aceitar qualquer mudança neste momento”, frisou, referindo-se às propostas de Reforma Tributária.
O professor da Universidade de o Fundo (UPF) Marco Antonio Montoya cita que a pandemia veio com a valorização das proteínas, possibilidade de incentivo ao consumo do leite, um produto de excelente relação custo-benefício. “O mundo está apontando para uma recuperação mundial com muita liquidez, taxas de juros menores, e isso se reflete em potencial de investimento”, prevê.
Fonte: Conseleite
