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Autohersteller und ihre Zulieferer blicken unterschiedlich in die Zukunft

von Hubert Hunscheidt

Die Geschäfte in der deutschen Automobilbranche sind im September etwas besser gelaufen. Der Indikator für die Branche stieg auf minus 5,4 Punkte, von minus 9,8. Das geht aus den Umfragen des ifo Instituts hervor. Jedoch sanken die Erwartungen auf minus 4,0 Punkte, von minus 0,6 Punkten. „In der Branche blicken die Autohersteller und ihre Zulieferer unterschiedlich in die Zukunft“, sagt Oliver Falck, Leiter des ifo Zentrums für Industrieökonomik und neue Technologien.

Die Hersteller schätzen die Geschäftsentwicklung in den nächsten sechs Monaten positiv ein. Der Wert für die Erwartungen stieg auf plus 16,0 Punkte, nach plus 1,2 im August. „Diese Entwicklung dürfte hauptsächlich von den verbesserten Exporterwartungen für das 4. Quartal getrieben sein“, vermutet Falck. Der Indikator stieg auf 30,9 Punkte, nach 26,1 im August. „Da sich die Weltkonjunktur allerdings eintrübt, ist fraglich, wie lange der Export die Erwartungen noch positiv beeinflusst.“

Bei den Zulieferern verfinsterte sich der Ausblick. Die Erwartungen fielen auf minus 31,7 Punkte, nach minus 20,1 im August. Auch die aktuelle Lage sank leicht auf minus 15,5 Punkte, nach minus 15,4 im August.

Quelle: ifo Institut / Foto: Fotolia

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