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Lage der Autoindustrie auf Drei-Jahreshoch

von Hubert Hunscheidt

Die Geschäfte der deutschen Autohersteller und ihrer Zulieferer sind im Mai deutlich besser gelaufen als im Vormonat. Der Indikator zur Geschäftslage stieg auf plus 36,6 Punkte, nach plus 23,7 im April. Das ist der beste Wert seit September 2018. „Die Geschäfte laufen im Moment noch sehr gut“, sagt Klaus Wohlrabe, Leiter der ifo-Umfragen. „Aber die ersten dunklen Wolken ziehen wieder auf, vermutlich wegen des Chipmangels.“ Der Optimismus der Automanager der letzten Monate ist erstmal verflogen. Der entsprechende Indikator sackte auf minus 1,4 Punkte, nach plus 23,2 im April. Das ist der schlechteste Wert seit Mai 2020.

„Die Nachfrage konnte nicht mehr so stark zulegen wie zuletzt“, fügt Wohlrabe hinzu. Dieser Indikator fiel im Mai auf plus 4,7 von plus 40,2 im April. Entsprechend verlangsamte sich das Wachstum des Auftragsbestandes. Der Wert sank auf 20,9 Punkte, von 42,1 Punkten. Die Produktion soll daher langsamer wachsen. Der Indikator fiel auf plus 9,7, von plus 42,0. Auch die Exporterwartungen brachen weg, auf plus 0,2, nach plus 28,6 im April.

Für die Beschäftigten der Branche sieht es weiter ungut aus: Die Beschäftigungspläne sehen weiter einen Arbeitsplatzabbau vor. Der Indikator ließ leicht nach auf minus 30,2, nach minus 29,4 im April.

Quelle: ifo Institut / Foto: Fotolia

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