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Tuesday, July 05, 2005

Arenas Movedizas en la industria automotriz

Con el exceso de capacidad en la industria automotriz, los nuevos descuentos de GM lo más probable es que gatillen una guerra de precios. Chrysler y Ford ya anunciaron que van a igualar los descuentos, mientras los autos japoneses gozan de un premio de precio por la calidad de sus autos y menores costos previsionales y operacionales.

Cada vez más esta industria se parece a las industrias del acero y aerolíneas donde todos pierden excepto los minimills y las aerolíneas de bajo costo. En la industria automotriz algunas de las pocas empresas a seguir son Toyota, Nissan, Johnson Controls y Magna.

FT.com - GM's price cuts drive record sales: "Incentives have become an addictive drug for the three Detroit-based carmakers, especially since GM introduced zero-per cent financing as the kingpin of its Keep America Rolling scheme after the terror attacks of September 2001.
According to CNW, an automotive research group, GM and its dealers spent an average of $7,328 per vehicle on incentives in June, equal to 23.4 per cent of the suggested retail price. Ford's discounts were above $7,000 and Chrysler's about $5,900.
Asian carmakers have stepped up incentives in recent months. Total incentives on a Toyota stood at $4,022 in June. Nissan offered $3,355, or 12.9 per cent of the average sticker price.
Besides denting profits, incentives lower trade-in values. Some analysts have singled out lower residual values as a key reason for the slump in GM and Ford's market share."