{"id":64904,"date":"2026-04-24T10:03:27","date_gmt":"2026-04-24T10:03:27","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/64904\/"},"modified":"2026-04-24T10:03:27","modified_gmt":"2026-04-24T10:03:27","slug":"jedna-rana-za-druhou-sef-brana-popisuje-trapeni-evropskych-automobilek","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/64904\/","title":{"rendered":"Jedna r\u00e1na za druhou. \u0160\u00e9f Brana popisuje tr\u00e1pen\u00ed evropsk\u00fdch automobilek"},"content":{"rendered":"

Rozhovor si tak\u00e9 m\u016f\u017eete poslechnout v\u00a0audioverzi.<\/p>\n

Po covidu p\u0159i\u0161la v\u00e1lka na Ukrajin\u011b, energetick\u00e1 krize, \u010dipov\u00e1 krize, evropsk\u00e9 regulace, americk\u00e1 cla a\u00a0te\u010f konflikt v\u00a0\u00cdr\u00e1nu. Automotive v\u00a0posledn\u00ed dob\u011b proch\u00e1z\u00ed jedn\u00edm ot\u0159esem za druh\u00fdm.<\/p>\n

\u201eJe to, jako kdy\u017e nah\u00e1z\u00edte do hrnce vep\u0159ov\u00e9 a\u00a0hov\u011bz\u00ed na gul\u00e1\u0161, ale do toho d\u00e1te i\u00a0dal\u0161\u00ed ingredience, jako kdy\u017e pejsek a\u00a0ko\u010di\u010dka va\u0159ili dort. Je to mazec a\u00a0situace, ve kter\u00e9 se dok\u00e1\u017e\u00ed orientovat jen finan\u010dn\u011b siln\u00e9 firmy. A\u00a0dnes u\u017e spousta firem ve st\u0159edn\u00ed a\u00a0z\u00e1padn\u00ed Evrop\u011b krachuje,\u201c popisuje v\u00a0Agend\u011b<\/a> Seznam Zpr\u00e1v Byznys<\/a> dopady ot\u0159es\u016f do automobilov\u00e9ho pr\u016fmyslu majitel Brano Group Pavel Ju\u0159\u00ed\u010dek.<\/p>\n

Bez siln\u00e9ho finan\u010dn\u00edho z\u00e1zem\u00ed a\u00a0managementu dnes podle n\u011bj nemaj\u00ed firmy \u0161anci. \u201eSituace v\u00a0cel\u00e9 Evrop\u011b je opravdu tragick\u00e1. Byznys d\u011bl\u00e1m 33\u00a0let a\u00a0takov\u00fd mazec ze v\u0161ech stran a\u00a0do toho v\u0161eho po v\u00e1s je\u0161t\u011b jde Evropsk\u00e1 komise. A\u00a0Evropa se tv\u00e1\u0159\u00ed, \u017ee se nic ned\u011bje,\u201c \u0159\u00edk\u00e1 Ju\u0159\u00ed\u010dek.<\/p>\n

Evropsk\u00e9 automobilky tak v\u00a0po\u010dtu objedn\u00e1vek a\u017e na dv\u011b v\u00fdjimky poklesly. \u201e\u0160kodu, kter\u00e1 jede v\u00fdborn\u011b, a\u00a0Stellantis, kter\u00fd vstal jako f\u00e9nix z\u00a0popela. Zachovaly spalovac\u00ed motory, omezily elektromobilitu a\u00a0te\u010f opravdu jedou na nadstandardn\u00ed \u010d\u00edsla a\u00a0skoro pro n\u011b nesta\u010d\u00edme vyr\u00e1b\u011bt,\u201c \u0159\u00edk\u00e1 Ju\u0159\u00ed\u010dek.<\/p>\n

<\/a>Evropa i\u00a0\u010c\u00edna pod tlakem<\/p>\n

Upozor\u0148uje v\u0161ak, \u017ee ni\u017e\u0161\u00ed \u010d\u00edsla te\u010f vykazuje nejenom Evropa, ale kv\u016fli tvrd\u00e9 konsolidaci i\u00a0\u010c\u00edna, kde Brano tak\u00e9 p\u016fsob\u00ed.<\/p>\n

\u201eD\u011bl\u00e1me tam zhruba t\u0159i \u010dtvrt\u011b miliardy obratu, ale mohli jsme d\u011blat v\u00edc. Jsme v\u0161ak pod obrovsk\u00fdm tlakem, kter\u00fd automobilky vyvinuly, a\u00a0v polovin\u011b lo\u0148sk\u00e9ho roku jsme museli zlev\u0148ovat o\u00a010\u00a0procent ka\u017ed\u00e9 automobilce,\u201c \u0159\u00edk\u00e1 Ju\u0159\u00ed\u010dek s\u00a0t\u00edm, \u017ee se v\u00a0\u010c\u00edn\u011b vede neuv\u011b\u0159iteln\u00fd konkuren\u010dn\u00ed boj.<\/p>\n

Branu se posunul i\u00a0rozjezd nov\u00e9 v\u00fdroby v\u00a0USA. \u201eV\u0161e m\u00e1me p\u0159ipraven\u00e9, m\u00e1me linky, lidi, ale zat\u00edm jsme nedostali definitivn\u00ed schv\u00e1len\u00ed od Tesly a\u00a0GM. P\u016fvodn\u011b jsme m\u011bli v\u00fdrobu zah\u00e1jit v\u00a0lednu, v\u011b\u0159\u00edm, \u017ee to bude brzy,\u201c \u0159\u00edk\u00e1.<\/p>\n

Firma v\u00a0USA z\u00e1rove\u0148 vyjedn\u00e1v\u00e1 o\u00a0dal\u0161\u00edch projektech. \u201eMercedes m\u00e1 z\u00e1jem, abychom \u010d\u00e1st vyr\u00e1b\u011bli v\u00a0Americe, tak uvid\u00edme. Zat\u00edm tam m\u00e1me pronajat\u00fdch 2\u00a0500\u00a0metr\u016f \u010dtvere\u010dn\u00edch a\u00a0dv\u011b t\u00e9m\u011b\u0159 automatizovan\u00e9 linky. N\u00e1\u0161 bod zvratu je ro\u010dn\u00ed obrat 10\u00a0milion\u016f dolar\u016f. Ve chv\u00edli, kdy se to rozjede, bude snaz\u0161\u00ed to roz\u0161i\u0159ovat. Cht\u011bli bychom tam d\u011blat alespo\u0148 40\u00a0milion\u016f dolar\u016f,\u201c dod\u00e1v\u00e1.<\/p>\n

\u201e\u010c\u00edsla n\u00e1m samoz\u0159ejm\u011b loni spadla. Loni jsme ud\u011blali necel\u00fdch \u0161est\u00a0miliard obratu a\u00a0m\u011bli jsme hor\u0161\u00ed v\u00fdsledky ne\u017e p\u0159edch\u00e1zej\u00edc\u00ed roky. EBIT byl kolem 250\u00a0milion\u016f, EBITDA pak 450\u00a0milion\u016f. To souvis\u00ed s\u00a0celkovou situac\u00ed a\u00a0t\u00edm, jak automobilky sni\u017euj\u00ed objemy a\u00a0sna\u017e\u00ed se zachr\u00e1nit sami sebe,\u201c vysv\u011btluje Ju\u0159\u00ed\u010dek.<\/p>\n

<\/a>Evropa u\u017e nebude tak velk\u00e1 jako d\u0159\u00edv<\/p>\n

Z hlediska budoucnosti d\u00e1vaj\u00ed aktu\u00e1ln\u011b Ju\u0159\u00ed\u010dkovi nejv\u011bt\u0161\u00ed smysl pr\u00e1v\u011b \u010c\u00edna a\u00a0USA. \u201eV Evrop\u011b v\u017edycky budeme n\u011bjak\u00e9 mno\u017estv\u00ed voz\u016f d\u011blat, ale u\u017e to nebude tak velk\u00e9, jako d\u0159\u00edv Evropa byla,\u201c \u0159\u00edk\u00e1.<\/p>\n

Upozor\u0148uje tak\u00e9, \u017ee zat\u00edmco v\u00a0Evrop\u011b se velk\u00e9 v\u011bci, jako t\u0159eba dokon\u010den\u00ed j\u00e1dra, pl\u00e1nuj\u00ed v\u00a0des\u00edtk\u00e1ch let, v\u00a0\u010c\u00edn\u011b a\u00a0USA je to v\u00a0\u0159\u00e1dech m\u011bs\u00edc\u016f.<\/p>\n

Z evropsk\u00e9ho automotivu za posledn\u00ed dva roky zmizelo p\u0159es 100\u00a0tis\u00edc pracovn\u00edch m\u00edst. \u201eV\u0161echno do budoucna z\u00e1le\u017e\u00ed na tom, jak se Evropsk\u00e1 komise zracionalizuje. Pokud to bude takto d\u00e1l, z\u016fstane z\u00a0toho objemu mo\u017en\u00e1 jen polovi\u010dka. Mus\u00edme se trochu zracionalizovat. Kdysi jsem \u0159ekl, \u017ee je to hor\u0161\u00ed ne\u017e RVHP, to, co vyv\u00e1d\u00ed Evropsk\u00e1 komise, je naprosto nepochopiteln\u00e9,\u201c dod\u00e1v\u00e1.<\/p>\n

Nov\u00e1 hala v\u00a0Jilemnici<\/p>\n

P\u0159esto v\u0161ak Brano nepo\u010d\u00edt\u00e1, \u017ee by Evropu opou\u0161t\u011blo. \u201eV \u010c\u00edn\u011b vyr\u00e1b\u00edme pro \u010c\u00ednu a\u00a0nepo\u010d\u00edt\u00e1me, \u017ee bychom se kv\u016fli tomu st\u011bhovali z\u00a0Evropy. Z\u00a0Evropy se budeme st\u011bhovat do Ameriky, ale v\u0161echno bude odvisl\u00e9 od jednotliv\u00fdch objem\u016f. Po\u010d\u00edt\u00e1me s\u00a0t\u00edm, \u017ee i\u00a0tam dostaneme lok\u00e1ln\u00ed byznys. Evropu si rozhodn\u011b ponech\u00e1me. Nav\u00edc i\u00a0t\u00edm, \u017ee jsme tu z\u00edskali nov\u00fd projekt pro Mercedes, BMW a\u00a0\u010d\u00e1ste\u010dn\u011b i\u00a0Hyundai, tak\u017ee i\u00a0tady te\u010f roz\u0161i\u0159ujeme v\u00fdrobu a\u00a0v\u00fdznamn\u011b investujeme,\u201c vysv\u011btluje Ju\u0159\u00ed\u010dek.<\/p>\n

V Jilemnici Brano chyst\u00e1 v\u00fdstavbu nov\u00e9 haly hned vedle st\u00e1vaj\u00edc\u00edho z\u00e1vodu. Investice vyjde na\u00a0\u010dtvrt miliardy, 200\u00a0milion\u016f p\u016fjde do technologi\u00ed, 50\u00a0milion\u016f do samotn\u00e9 v\u00fdstavby. \u201eM\u00e1me nov\u00e9 projekty, kter\u00e9 jsme vybojovali a\u00a0kter\u00e9 se te\u010f rozb\u00edhaj\u00ed,\u201c vysv\u011btluje Ju\u0159\u00ed\u010dek. Konkr\u00e9tn\u011b v\u00a0Jilemnici by se m\u011bla v\u00fdroba rozeb\u011bhnout u\u017e v\u00a0\u0159\u00edjnu a\u00a0Brano po\u010d\u00edt\u00e1 se \u010dty\u0159ic\u00edtkou nov\u00fdch zam\u011bstnanc\u016f.<\/p>\n

<\/a>Plastov\u00fd granul\u00e1t a\u00a0ocel v\u00a0ohro\u017een\u00ed<\/p>\n

Aktu\u00e1ln\u00ed konflikt v\u00a0\u00cdr\u00e1nu zat\u00edm Brano poci\u0165uje jen nep\u0159\u00edmo. \u201eHlavn\u011b je tlak ocel\u00e1\u0159\u016f na zvy\u0161ov\u00e1n\u00ed cen, co\u017e ale souvis\u00ed nejenom s\u00a0Hormuzsk\u00fdm pr\u016flivem, ale i\u00a0s regulacemi EU. Pak se prodra\u017eila doprava. V\u00a0\u010cesku jsme o\u00a010\u00a0a\u017e 20\u00a0procent v\u00fd\u0161, na\u0161e kamiony v\u00a0N\u011bmecku a\u00a0Francii o\u00a030\u00a0procent v\u00fd\u0161, co\u017e samoz\u0159ejm\u011b nen\u00ed jednoduch\u00e9 utlumit,\u201c dod\u00e1v\u00e1 Ju\u0159\u00ed\u010dek.<\/p>\n

Dal\u0161\u00ed riziko podle n\u011bj p\u0159edstavuje zdra\u017eov\u00e1n\u00ed plastov\u00fdch granul\u00e1t\u016f a\u00a0kv\u016fli wolframu i\u00a0ceny elektroniky.<\/p>\n

Jak ale Pavel Ju\u0159\u00ed\u010dek upozor\u0148uje, Brano na z\u00e1klad\u011b vy\u0161\u0161\u00edch n\u00e1klad\u016f zdra\u017eovat nem\u016f\u017ee. V\u00a0automotivu toti\u017e jedn\u00e1n\u00ed o\u00a0konkr\u00e9tn\u00edch cen\u00e1ch trv\u00e1 dlouh\u00e9 m\u011bs\u00edce \u010di rok.<\/p>\n

\u201eV\u011bt\u0161inou je to pak o\u00a0zhor\u0161en\u00ed ekonomick\u00e9 situace dan\u00e9 firmy, kter\u00e1 do automobilek dod\u00e1v\u00e1. To se te\u010f t\u00fdk\u00e1 v\u0161ech. Logicky to znamen\u00e1 sn\u00ed\u017een\u00ed EBITDA. Se st\u00e1vaj\u00edc\u00edmi v\u00fdrobky neud\u011bl\u00e1te z\u00e1zraky a\u00a0mus\u00edte se soust\u0159edit na nov\u00e9 projekty a\u00a0nov\u00e9 inovace,\u201c popisuje Ju\u0159\u00ed\u010dek.<\/p>\n

Agenda<\/p>\n

\u010ctvrthodinka o\u00a0byznysu z\u00a0prvn\u00ed ruky. Rozhovory s\u00a0top l\u00eddry \u010desk\u00e9ho byznysu, zakladateli firem, odborn\u00edky.<\/p>\n

Od pond\u011bl\u00ed do \u010dtvrtka na SZ Byznys a\u00a0ve v\u0161ech podcastov\u00fdch aplikac\u00edch.<\/p>\n","protected":false},"excerpt":{"rendered":"Rozhovor si tak\u00e9 m\u016f\u017eete poslechnout v\u00a0audioverzi. Po covidu p\u0159i\u0161la v\u00e1lka na Ukrajin\u011b, energetick\u00e1 krize, \u010dipov\u00e1 krize, evropsk\u00e9 regulace,…\n","protected":false},"author":2,"featured_media":64905,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[1079,2074,22113,109,108,106,22114,2132],"class_list":{"0":"post-64904","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-evropa","8":"tag-automobilovy-prumysl","9":"tag-automobily","10":"tag-brano-group","11":"tag-europa","12":"tag-europe","13":"tag-evropa","14":"tag-pavel-juricek","15":"tag-vyroba"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116459117441458365","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/64904","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=64904"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/64904\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/64905"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=64904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=64904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=64904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}