Analistas indicam como ficará o mercado de carne nos próximos meses

Live promovida pela Scot Consultoria na noite desta terça-feira teve como tema “Virada do mês e chegada do frio: como ficará o mercado?”

O sócio-diretor da Scot Consultoria, Alcides Torres, afirmou que, embora a China venha renegociando valores da carne bovina que importa do Brasil, “ainda há espaço” para os frigoríficos pagarem mais pela arroba no Brasil.

“Como o dólar [ante o real] está muito bom para exportação, os importadores não são bobos [e tentam baixar os preços pagos pela tonelada]”, disse Torres, em “live” promovida pela própria consultoria na noite desta terça-feira, sob o tema “Virada do mês e chegada do frio: como ficará o mercado?”.

“Eles [os importadores] vêm renegociando pesadamente os preços e têm conseguido baixar em alguns casos”, confirmou. Mesmo com esse movimento, porém, o consultor da Scot Hyberville Neto observou ainda que assim a carne continua bastante valorizada – o que daria margem para o pecuarista receber valores mais altos pelos bovinos. Ele contou que, em maio, a carne bovina se valorizou 13,4% em dólar.

“Ao mesmo tempo, houve valorização do câmbio de 13% no período, o que dá mais do que a valorização do boi gordo no ano, de 24%”, disse Hyberville Neto. Essa condição possibilita, então, que o importador aumente suas propostas no mercado físico do boi gordo, garantiu o consultor. “Claro que temos de ver a questão dos animais adquiridos para o mercado doméstico”, avaliou.

“Mas para exportação é possível pagar mais”, confirmou. Torres lembrou que atualmente, por causa da forte demanda chinesa, há quatro níveis de preços negociados no mercado físico: o de novilhas para exportação, o boi “China” [para o mercado chinês], o boi corrente, que é o preço de referência no mercado e o preço da vaca para abate. “O boi China tem sido cotado pelo menos R$ 10 a mais sobre o preço do boi corrente”, disse.

Fonte: https://www.canalrural.com.br/noticias/pecuaria/boi/analistas-indicam-como-ficara-o-mercado-de-carne-nos-proximos-meses/

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