Jak je automobil re\u00e1ln\u011b z\u00e1visl\u00fd na surovin\u00e1ch z\u00a0oblasti Persk\u00e9ho z\u00e1livu? Pom\u011brn\u011b dost\u00a0\u2013 krom\u011b ropy je tu toti\u017e i\u00a0siln\u00e1 n\u00e1vaznost na petrochemii, kter\u00e1 je kl\u00ed\u010dov\u00e1 pro v\u00fdrobu plast\u016f. A\u00a0pr\u00e1v\u011b plastov\u00fd granul\u00e1t je te\u010f \u201ehork\u00e9 zbo\u017e\u00ed\u201c. Pokud bude konflikt trvat d\u00e9le, granul\u00e1t m\u016f\u017ee doj\u00edt a\u00a0dodavatel\u00e9 do automotive budou muset zastavit sv\u00e9 linky. Granul\u00e1t je toti\u017e sou\u010d\u00e1st\u00ed v\u011bt\u0161iny d\u00edl\u016f\u00a0\u2013 od klik p\u0159es sv\u011btla a\u017e po\u00a0\u010d\u00e1sti v\u00a0motoru.<\/p>\n
\u201ePokud by kombinace probl\u00e9m\u016f, tedy materi\u00e1ly plus logistika, trvala d\u00e9le, riziko odst\u00e1vek je re\u00e1ln\u00e9. Automotive je extr\u00e9mn\u011b citliv\u00fd, a\u00a0jak jsme se sami ned\u00e1vno p\u0159esv\u011bd\u010dili, sta\u010dilo p\u00e1r dn\u00ed bez \u010dip\u016f a\u00a0v\u00fdroba st\u00e1la,\u201c varuje \u0161\u00e9f Koh-i-noor Machinery Robert Z\u00e1boj. Nap\u0159\u00ed\u010d cel\u00fdm \u0159et\u011bzcem tak aktu\u00e1ln\u011b prob\u00edh\u00e1 velice intenzivn\u00ed komunikace. <\/p>\n
Jak upozor\u0148uje Z\u00e1boj, od covidu a\u00a0n\u00e1sledn\u00e9 \u010dipov\u00e9 krize se automobilov\u00fd pr\u016fmysl pohybuje v\u00a0permanentn\u00ed nestabilit\u011b. \u201eAby byla firma schopna reagovat na v\u00fdkyvy trhu, kter\u00e9 automotive v\u00a0posledn\u00edch letech za\u017e\u00edv\u00e1, mus\u00ed b\u00fdt v\u00a0dobr\u00e9 kondici a\u00a0m\u00edt stabiln\u00ed portfolio z\u00e1kazn\u00edk\u016f i\u00a0diverzifikovan\u00e9 projekty,\u201c dod\u00e1v\u00e1 Z\u00e1boj. <\/p>\n
Co je to plastov\u00fd granul\u00e1tPlastov\u00fd granul\u00e1t (v\u010detn\u011b regranul\u00e1tu) slou\u017e\u00ed prim\u00e1rn\u011b jako vstupn\u00ed surovina pro v\u00fdrobu nov\u00fdch plastov\u00fdch v\u00fdrobk\u016f. Vyu\u017e\u00edv\u00e1 se v pr\u016fmyslu k vytla\u010dov\u00e1n\u00ed, vst\u0159ikov\u00e1n\u00ed a lisov\u00e1n\u00ed, \u010d\u00edm\u017e vznikaj\u00ed p\u0159edm\u011bty jako plastov\u00e9 profily, obaly, trubky, zahradn\u00ed n\u00e1bytek, f\u00f3lie \u010di hra\u010dky.Automobilky ho vyu\u017e\u00edvaj\u00ed pro v\u00fdrobu plastov\u00fdch d\u00edl\u016f do automobil\u016f.<\/p>\n
Jak\u00e9 aktu\u00e1ln\u011b poci\u0165ujete dopady konfliktu v\u00a0\u00cdr\u00e1nu a\u00a0blok\u00e1dy Hormuzu?<\/p>\n
Zat\u00edm jsou sp\u00ed\u0161 nep\u0159\u00edm\u00e9. Rostou ceny energi\u00ed a\u00a0chemick\u00fdch vstup\u016f, zhor\u0161uje se logistika.\u00a0Blok\u00e1da Hormuzu pak z\u00e1sadn\u011b omezuje tok petrochemick\u00fdch surovin, kter\u00e9 jsou kl\u00ed\u010dov\u00e9 pro v\u00fdrobu plast\u016f.<\/p>\n
Riziko odst\u00e1vek je re\u00e1ln\u00e9 <\/p>\n
Zpr\u00e1vy, \u017ee za\u010d\u00edn\u00e1 doch\u00e1zet plastov\u00fd granul\u00e1t, se objevuj\u00ed st\u00e1le \u010dast\u011bji. Jak situace vypad\u00e1 z\u00a0va\u0161eho pohledu?\u00a0<\/p>\n
Na trhu je vid\u011bt nap\u011bt\u00ed, hlavn\u011b kv\u016fli omezen\u00ed v\u00fdroby petrochemie a\u00a0r\u016fstu cen vstup\u016f. My ale zat\u00edm granul\u00e1t m\u00e1me a\u00a0v\u00fdroba b\u011b\u017e\u00ed standardn\u011b.<\/p>\n
Hroz\u00ed, \u017ee v\u00e1m dojde? Na jak dlouho jsou z\u00e1soby? <\/p>\n
Kr\u00e1tkodob\u011b nehroz\u00ed, zat\u00edm m\u00e1me z\u00e1soby dostate\u010dn\u00e9. Pokud by ale v\u00fdpadky trvaly d\u00e9le, dojde s\u00a0velkou pravd\u011bpodobnost\u00ed k\u00a0omezen\u00ed v\u00fdroby v\u00a0cel\u00e9m dodavatelsk\u00e9m \u0159et\u011bzci, co\u017e by se mohlo dramaticky propsat do cel\u00e9 ekonomiky. <\/p>\n
Pokud by kombinace probl\u00e9m\u016f, tedy materi\u00e1ly plus logistika, trvala d\u00e9le, riziko odst\u00e1vek je re\u00e1ln\u00e9. Automotive je extr\u00e9mn\u011b citliv\u00fd.<\/p>\n
Zm\u011bnily se dodac\u00ed lh\u016fty? <\/p>\n
V\u00a0tuto chv\u00edli zat\u00edm nevid\u00edme z\u00e1sadn\u00ed zhor\u0161en\u00ed. Dodac\u00ed lh\u016fty jsou zat\u00edm relativn\u011b stabiln\u00ed a\u00a0odpov\u00eddaj\u00ed takzvan\u00e9mu nov\u00e9mu norm\u00e1lu po covidu. Pokud by ale nap\u011bt\u00ed v\u00a0oblasti Bl\u00edzk\u00e9ho v\u00fdchodu pokra\u010dovalo a\u00a0do\u0161lo k\u00a0v\u00fdrazn\u011bj\u0161\u00edm v\u00fdpadk\u016fm v\u00a0petrochemick\u00e9m pr\u016fmyslu, m\u016f\u017ee se situace rychle zm\u011bnit. U\u00a0plastov\u00fdch granul\u00e1t\u016f by se pak dodac\u00ed lh\u016fty mohly prodlu\u017eovat z\u00a0t\u00fddn\u016f na m\u011bs\u00edce, podobn\u011b jako jsme to vid\u011bli u\u00a0jin\u00fdch komodit v\u00a0minul\u00fdch kriz\u00edch.<\/p>\n
Koh-i-noor Machinery, a. s.<\/p>\n
Firma se specializuje na stroj\u00edrenskou v\u00fdrobu, konkr\u00e9tn\u011b na konstrukci a\u00a0v\u00fdrobu vst\u0159ikovac\u00edch a\u00a0vyfukovac\u00edch forem pro plasty, v\u00fdrobu technick\u00fdch v\u00fdlisk\u016f (zejm\u00e9na pro automotive a\u00a0elektrotechniku) a\u00a0produkci vyfukovac\u00edch stroj\u016f. Firma je sou\u010d\u00e1st\u00ed stroj\u00edrensk\u00e9 divize holdingu Koh-i-noor.<\/p>\n
Tlak na cenu je, z\u00e1kazn\u00edk to uvid\u00ed postupn\u011b <\/p>\n
Co to d\u011bl\u00e1 s\u00a0cenou a\u00a0jak se to prom\u00edtne do cen nov\u00fdch aut v\u00a0Evrop\u011b? <\/p>\n
Ceny plastov\u00fdch vstup\u016f rostou spolu s\u00a0cenami energi\u00ed a\u00a0petrochemie. U\u00a0vst\u0159ikovan\u00fdch d\u00edl\u016f je pod\u00edl plastov\u00e9ho granul\u00e1tu v\u00fdrazn\u00fd, b\u011b\u017en\u011b tvo\u0159\u00ed zhruba 40\u201370\u00a0procent v\u00fdrobn\u00edch n\u00e1klad\u016f d\u00edlu, podle typu materi\u00e1lu a\u00a0slo\u017eitosti v\u00fdroby. To znamen\u00e1, \u017ee jak\u00fdkoliv v\u00fdpadek nebo v\u00fdrazn\u00e9 zdra\u017een\u00ed granul\u00e1tu maj\u00ed p\u0159\u00edm\u00fd a\u00a0z\u00e1sadn\u00ed dopad na cenu i\u00a0dostupnost fin\u00e1ln\u00edho produktu. Tlak na r\u016fst cen tady je, proto\u017ee kombinace dra\u017e\u0161\u00edch vstup\u016f, logistiky a\u00a0ni\u017e\u0161\u00edch objem\u016f v\u00fdroby je zkr\u00e1tka skute\u010dn\u00e1. Z\u00e1kazn\u00edk to ale uvid\u00ed sp\u00ed\u0161 postupn\u011b ne\u017e skokov\u011b.<\/p>\n
Co dopady na logistiku? Jak moc se nap\u0159\u00edklad zdra\u017euje doprava a\u00a0prodlu\u017euj\u00ed term\u00edny?<\/p>\n
Doprava zdra\u017euje a\u00a0prodlu\u017euje se, proto\u017ee je m\u00e9n\u011b lod\u00ed, jsou del\u0161\u00ed trasy a\u00a0pochopiteln\u011b i\u00a0v d\u016fsledku cel\u00e9ho konfliktu jsou vy\u0161\u0161\u00ed pojistky.\u00a0Hormuz je kritick\u00fd uzel a\u00a0jeho omezen\u00ed m\u00e1 glob\u00e1ln\u00ed dopad. Samoz\u0159ejm\u011b se zvy\u0161uje i\u00a0cena dopravy po silnic\u00edch. V\u00fdsledek se zcela jist\u011b prom\u00edtne do cen.<\/p>\n
Jak v\u00a0tuto chv\u00edli reaguj\u00ed va\u0161i kl\u00ed\u010dov\u00ed z\u00e1kazn\u00edci, tedy automobilky z\u00a0koncern\u016f Volkswagen a\u00a0Stellantis a\u00a0velc\u00ed dodavatel\u00e9 typu Bosch a\u00a0Continental?<\/p>\n
Na\u0161i z\u00e1kazn\u00edci situaci velmi pe\u010dliv\u011b sleduj\u00ed, ale z\u00e1rove\u0148 se sna\u017e\u00ed zachovat maxim\u00e1ln\u00ed stabilitu v\u00fdroby. Prob\u00edh\u00e1 intenzivn\u00ed komunikace nap\u0159\u00ed\u010d cel\u00fdm dodavatelsk\u00fdm \u0159et\u011bzcem.<\/p>\n
V minulosti jste mluvil o\u00a0tom, \u017ee firem v\u00a0\u010desk\u00e9m autopr\u016fmyslu je moc a\u00a0v\u011bt\u0161ina nep\u0159e\u017eije. Zrychl\u00ed tento konflikt podle v\u00e1s to \u201a\u010di\u0161t\u011bn\u00ed trhu\u2018?<\/p>\n
Ano, tlak na efektivitu a\u00a0kapit\u00e1l s\u00edl\u00ed. Firmy bez rezerv a\u00a0flexibility budou m\u00edt probl\u00e9m p\u0159e\u017e\u00edt, to je fakt.<\/p>\n","protected":false},"excerpt":{"rendered":"Jak je automobil re\u00e1ln\u011b z\u00e1visl\u00fd na surovin\u00e1ch z\u00a0oblasti Persk\u00e9ho z\u00e1livu? Pom\u011brn\u011b dost\u00a0\u2013 krom\u011b ropy je tu toti\u017e i\u00a0siln\u00e1…\n","protected":false},"author":2,"featured_media":57579,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[1079,606,67,68,6387,7825,13339,18202,14497,205],"class_list":{"0":"post-57578","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-byznys","8":"tag-automobilovy-prumysl","9":"tag-automoto","10":"tag-business","11":"tag-byznys","12":"tag-hormuzsky-pruliv","13":"tag-konflikt-usa-izrael-iran","14":"tag-materialy","15":"tag-nedostatek","16":"tag-plast","17":"tag-ropa"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116419284348607373","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/57578","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=57578"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/57578\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/57579"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=57578"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=57578"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=57578"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}