{ REVISTA COUROBUSINESS }

Goal of US$ 2,2 billions will be achieved!

Through July: US$ 1,3 billions; 20 millions in leathers!

Crust + Trimmed exceed Wet Blue + Salted

The export projection of the entire chapter 41 of the NCM – hides – for the year of 2007, based on the average noted during the first seven months, indicates a total amount of approximately US$ 2.2 billions, the highest amount of hide export in all its history. This grown in value noted during the first seven months, of approximately 32%, is related to the valorization of the Brazilian commodities in the world market, since, in number of exported hide, the growth is only of 3%. It is a somewhat small growth, but which represents the exit of a little more than 20 million bovine skins from the country, without jeopardizing the internal market supply, assure the exporters. In value, during these seven months, the export was of approximately US$ 1,3 billions. (see tables 1, 2, 5 and 7)

Tabela 1 - Exportação de Couros Por Nº de Couros

Janeiro a Julho - 2007 x 2006

Tabela 1 - Leather Exporation / By Nº of Hides

January to July – 2007 x 2006

Tipo de Couro

Kind of leather

Jan/Jul 2007

Jan/Jul 2006

2007/2006 (%)

Salgado / Salted

38.683

169.055

-77,12%

Wet-Blue

9.892.864

10.393.120

-4,81%

Crust

2.826.302

2.259.942

25,06%

Acabado / Finished

7.284.199

6.726.657

8,29%

Sub-Total

20.042.048

19.548.774

2,52%

Solas / Soles

256.117

105.525

142,71%

Ovinos / Sheep

356.037

375.831

-5,27%

Caprinos / Goats

143.927

161.188

-10,71%

Total Geral

20.798.129

20.191.318

3,01%

Fonte/ Source: SECEX – Organização/ Organization: COUROBUSINESS

Tabela 2 - Exportação de Couros/ Por Valor - US$ 1,00

Janeiro a Julho– 2007 x 2006

Table 2 - Leather Exportation/ By Value – US$ 1.00

January to July – 2007 x 2006

Tipo de Couro

Kind of leather

Jan/Jul 2007

Jan/Jul 2006

2007/2006 (%)

Salgado / Salted

525.538

1.211.506

-56,62%

Wet-Blue

451.652.312

341.622.419

32,21%

Crust

211.179.432

125.480.189

68,30%

Acabado / Finished

605.003.578

487.219.682

24,17%

Sub-Total

1.268.360.860

955.533.796

32,74%

Solas /Soles

10.382.943

8.220.308

26,31%

Ovinos / Sheep

7.194.863

5.268.577

36,56%

Caprinos / Goats

846.401

1.800.207

-52,98%

Total Geral

1.286.785.067

970.822.888

32,55%

Fonte/ Source: SECEX – Organização/ Organization: COUROBUSINESS

The evolution of the average value of each type of exported bovine skin – table 3 – shows that the Wet Blue hide, the one with the lowest added value and of higher exported quantity is the skin that presents the largest growth, 38%. The Semi-trimmed (Crust), which has an intermediate industrialization degree, had its average value grown also in a significant manner, 35%. And, the average value of the Trimmed hide, the one with the higher added value experienced a growth of 15%, narrowing the difference between such hide and the value of the Crust hide, and this is a result that requires a deeper analysis as the levels of the added value are quite different.

Tabela 3 - Exportação de Couros / Valor médio exportado
Janeiro a Julho - 2007 x 2006

Tabela 3 - Leather Exportation / Average exporting value

January to July – 2007 x 2006

Tipo de Couro

Kind of leather

Jan/Jul 2007

Jan/Jul 2006

2007/2006 (%)

Salgado / Salted

13,59

7,17

89,58%

Wet-Blue

45,65

32,87

38,89%

Crust

74,72

55,52

34,57%

Acabado / Finished

83,06

72,43

14,67%

Sub-Total

63,28

48,88

29,47%

Solas / Soles

40,54

77,90

-47,96%

Ovinos / Sheep

20,21

14,02

44,15%

Caprinos / Goats

5,88

11,17

-47,34%

Total Geral

129,91

151,97

-14,51%

Fonte/ Source: SECEX – Organização/ Organization: COUROBUSINESS

The SECEX data shows – see table 4 – that the participation related to the quantity of Wet Blue hide exported, accumulated during the first seven months of 2007, for the first time experienced a drop below 50%. Although located close to 49,36%, it should be observed that during the same period of 2006, the Wet blue represented 53,17%. The figures show that the drop in exported quantity of Wet Blue is compensated by the corresponding growth in quantity of the Crust, which reached 36,34% during the period.

This minor detail, generally unperceived in a general analysis covering the behavior of skin export, finds in COUROBUSINESS a propitious environment to give such detail its due highlight. For several years, the sector and outside of it, have been discussing means to create conditions through inducting public policies to have the export of added value skins preponderate in the exports of bovine skins. This analysis records this occurrence for the first time. In total, 50,44% of the quantity exported of hides includes Crust and Trimmed hides. The other 49,56%, correspond to export of Salted and Wet Blue hides. The difference is minimal, but is symbolic, specifically for the analyst that follows up this discussion for more than two decades.

Tabela 4 - Participação % na quantidade exportada

Janeiro a Julho (2007 e 2006)

Table 4 - % participation in quantity exported

January to July (2007 and 2006)

Tipo de couro

Kind of leather

Jan/Jul 2007

Jan/Jul 2006

Salgado / Salted

0,19%

0,86%

Wet Blue

49,36%

53,17%

Crust

14,10%

11,56%

Acabado / Finished

36,34%

34,41%

Total Geral

100,00%

100,00%

Fonte/ Source: SECEX – Organização/ Organization: COUROBUSINESS

Tabela 5 - EXPORTAÇÃO BRASILEIRA DE COUROS E PELES (CAP. 41) – Jan/ Jul de 2007/06

Table 5 - BRAZILIAN EXPORTS OF HIDES AND SKINS (CHAP 41) – Jan/ Jul 2007/06

SIT. MONETÁRIOS (US$)

VALUE (US$)

CRESC. (%)

GROWTH (%)

SIT. FÍSICA (Kg)

QUANTITY (KG)

CRESC. (%)

GROWTH (%)

MÊS

MONTH

ANO 2007

ANO 2006

VAR07

MÊS

ACUM.

ANO 2007

ANO 2006

VAR07

MÊS

MONTH

ACUM.

Jan

176.601.526

112.481.705

-5%

57%

57%

35.168.257

30.483.749

-9%

15%

15%

Fev

Feb

173.816.556

128.958.715

-2%

35%

45%

36.108.598

31.997.736

3%

13%

14%

Mar

202.027.031

161.725.650

16%

25%

37%

40.461.803

39.680.467

12%

2%

9%

Abr

Apr

187.924.209

140.157.676

-7%

34%

36%

37.467.812

33.111.749

-7%

13%

10%

Mai

May

199.336.950

160.020.644

6%

25%

34%

36.296.626

36.391.707

-3%

0%

8%

Jun

180.358.178

159.964.493

-10%

13%

30%

31.653.808

36.831.446

-13%

-14%

4%

Jul

161.763.498

150.025.144

-10%

8%

26%

26.972.653

29.189.122

-15%

-8%

3%

Total

1.281.827.948

1.013.334.027

244.129.557

237.685.976

Fonte/ Source: SECEX – Organização/ Organization: AICSul

The top ten destinations of the Brazilian hides represent practically 90% of the total exported, a data that reveals a long time concentration, in spite of the increase in number of purchasing countries. What has changes in recent years is that the leadership now is in the hands of China (uniquely) and the distance compared to the other destinations is growing fast. China buys 37% of the Brazilian leather. Italy , in the past, the preferred destination of the Brazilian hides is now in the second position with 26% of the total. In the total of the 10 major destinations, the sum of the Asian countries already represent 58% of said total. China and Hong Kong are the major buyers, followed by Vietnam , Taiwan , South Korea and Indonesia , six among the ten major countries, without doubt a hazardous concentration.

Tabela 6 - DESTINO DAS EXPORTAÇÕES DE COUROS E PELES POR PAÍSES (CAP.41)
2007/06 - BRASIL

Table 6 - DESTINATION OF HIDES AND SKINS EXPORTS BY COUNTRIES (CHAP 41)

PAÍSES

COUNTRIES

SIT.MONET. (US$)

VALUE

PERCENTUAL

PERCENTAGE

SIT.FÍSICA (Kg)

QUANTITY

PERCENTUAL

PERCENTAGE

Jan/Jul 07

Jan/Jul 06

PART07

CR.06/07

GROWTH

Jan/Jul 07

Jan/Jul 06

PART07

CR.06/07

GROWTH

Itália/ Italy

344.768.557

264.361.971

26,90%

30%

62.583.018

75.323.404

25,64%

-17%

China

303.333.825

192.787.638

23,66%

57%

89.316.014

67.601.310

36,59%

32%

Hong Kong

143.666.040

160.434.987

11,21%

-10%

32.216.264

39.637.863

13,20%

-19%

Estados Unidos/ USA

135.057.161

119.023.495

10,54%

13%

8.786.525

8.281.237

3,60%

6%

Indonésia

38.139.380

24.002.811

2,98%

59%

2.562.635

1.950.146

1,05%

31%

Vietnã

29.708.744

17.159.101

2,32%

73%

6.338.977

3.367.892

2,60%

88%

Coreia do Sul

27.480.852

24.836.244

2,14%

11%

5.423.347

4.584.860

2,22%

18%

México

22.838.850

8.662.766

1,78%

164%

3.343.833

1.389.529

1,37%

141%

Paises Baixos (Holanda)

21.638.504

19.648.205

1,69%

10%

2.352.594

1.780.284

0,96%

32%

Taiwan ( Formosa )

19.237.627

20.117.997

1,50%

-4%

5.823.204

6.974.768

2,39%

-17%

SUB-TOTAL

1.085.869.540

851.035.215

84,72

218.746.411

210.891.293

89,62

Demais Países

Other countries

195.958.408

162.298.812

15,28

25.383.146

26.794.683

10,38

TOTAL

1.281.827.948

1.013.334.027

100%

244.129.557

237.685.976

100%

Fonte/ Source: SECEX – Organização/ Organization: AICSul

Tabela 7 - EXPORTAÇÕES BRASILEIRAS DE COUROS POR CLASSIFICAÇÃO DAS NCMs

Jan/ Jul 2007

Table 7 - BRAZILIAN LEATHER EXPORTATION BY NCM CLASSIFICATION

January to July 2007

CLASSIFICAÇÃO DAS NCMs

NCM CLASSIFICATION

PESO LIQ. (KG)

WEIGHT

PART

(%)

US$ FOB

PART

(%)

Nº DE

COUROS

Nº OF HIDES

PREÇO MÉDIO

AVERAGE PRICE

P/ COURO

BY LEATHER

P/ KG

BY KILO

1. Couros Bovinos Salgado Leve (med. 8Kg)

Light Salty Bovine Hides (med.8Kg)

145.503

0,06%

322.660

0,03%

18.188

17,74

2,22

2. Couros Bovinos Salgado Pesado (med. 25Kg)

Heavy Salty Bovine Hides (med.25Kg)

512.390

0,21%

202.878

0,02%

20.496

9,90

0,40

3. Couros Bovinos Wet Blue Pequenos (med.7Kg)

Small Wet Blue Bovine Hides (med. 7Kg)

19.005.816

7,79%

58.472.875

4,56%

2.715.117

21,54

3,08

4. Couros Bovinos Wet Blue (med. 15Kg)

Wet Blue Bovine Hides (med. 15Kg)

107.666.213

44,10%

352.558.768

27,50%

7.177.748

49,12

3,27

5. Raspa Wet Blue / Wet Blue Scraping

52.819.305

21,64%

40.620.669

3,17%

-

-

0,77

6. Couros Bovinos Sola (med. 7Kg)

Sole Bovine Hides (med. 7Kg)

1.792.816

0,73%

10.382.943

0,81%

256.117

40,54

5,79

7. Couros Bovinos Semi-Acabado (med. 5,5Kg)

Semi-Trimmed Bovine Hides (med. 5,5Kg)

14.136.020

5,79%

200.796.489

15,66%

2.570.185

78,13

14,20

8. Couros Bovinos Acabados (med. 5,5 Kg)

Trimmed Bovine Hides (med. 5,5Kg)

40.063.097

16,41%

605.003.578

47,20%

7.284.199

83,06

15,10

Sub-Total - Couros Bovinos
Subtotal - Bovine Hides

236.141.160

96,73%

1.268.360.860

98,95%

20.042.049

63,28

5,37

Demais Couros / Other Hides

Peles de Equídeos / Equidae Hides

41.283

0,02%

126.658

0,01%

Peles de Ovinos / Ovine Hides

356.037

0,15%

7.194.863

0,56%

Peles de Caprinos / Caprine Hides

143.927

0,06%

846.401

0,07%

Peles de Suínos / Swine Hides

13.477

0,01%

128.780

0,01%

Peles de Répteis / Reptile Hides

0.759

0,00%

40.100

0,00%

Peles de outros animais / Other animals hides

46.069

0,02%

673.275

0,05%

Aparas e couro reconstituído
Chippings and reconstructed leather

7.386.845

3,03%

4.457.011

0,35%

Sub-Total - Demais Couros
Subtotal - Other Hides

7.988.397

3,27%

13.467.088

1,05%

TOTAL DO CAP. 41 - COUROS

244.129.557

100,00%

1.281.827.948

100,00%

Fonte/ Source: SECEX – Organização/ Organization: AICSul

Tabela 8 - EXPORTAÇÃO BRASILEIRA DE COUROS BOVINOS

Table 8 - BRAZILIAN EXPORTATION OF BOVINE HIDES

MÊS

MONTH

NÚMERO DE COUROS

NUMBER OF HIDES

CRESC. (%)

GROWTH

VALOR (US$)

VALUE

CRESC. (%)

GROWTH

ANO 2007

ANO 2006

VAR

07

MÊS

MONTH

ACUM

ACCUM

ANO 2007

ANO 2006

VAR

07

MÊS

MONTH

ACUM

ACCUM

Jan

3.036.108

2.419.823

-6%

25%

25%

175.553.082

106.576.829

-5%

65%

65%

Fev

Feb

2.993.587

2.588.722

-1%

16%

20%

172.329.622

120.293.382

-2%

43%

53%

Mar

3.300.359

3.098.743

10%

7%

15%

200.558.912

150.838.173

16%

33%

45%

Abr

Apr

2.950.014

2.760.247

-11%

7%

13%

185.239.189

132.180.249

-8%

40%

44%

Mai

May

2.893.281

3.066.250

-2%

-6%

9%

196.592.320

150.905.186

6%

30%

41%

Jun

2.608.330

3.089.806

-10%

-16%

4%

178.178.987

150.800.659

-9%

18%

37%

Jul

2.260.370

2.525.183

-13%

-10%

3%

159.908.748

143.939.318

-10%

11%

33%

Total

20.042.049

19.548.774

1.268.360.860

955.533.796

Fonte/ Source: SECEX – Organização/ Organization: AICSul

Tabela 9 - EXPORTAÇÃO BRASILEIRA DE COUROS BOVINOS SALGADOS

Table 9 - BRAZILIAN EXPORTATION OF SALTED BOVINE LEATHER

FÍSICOS (Nº COUROS)

QUANTITY (Nº OF HIDES)

CRESC. (%)

GROWTH(%)

MONETÁRIOS (US$)

VALUE (US$)

CRESC. (%)

GROWTH

MÊS

MONTH

ANO 2007

ANO 2006

VAR07

MÊS

MONTH

ACUM.

ACCUM.

ANO 2007

ANO 2006

VAR07

MÊS

MONTH

ACUM.

ACCUM

Jan

1.788

10.185

-96%

-82%

-82%

28.740

106.980

-92%

-73%

-73%

Fev

Feb

7.855

0.914

339%

759%

-13%

133.367

62.751

364%

113%

-4%

Mar

10.575

11.029

35%

-4%

-9%

105.446

101.743

-21%

4%

-1%

Abr

Apr

4.801

19.901

-55%

-76%

-40%

60.192

294.701

-43%

-80%

-42%

Mai

May

8.306

54.952

73%

-85%

-66%

126.926

238.664

111%

-47%

-44%

Jun

1.920

49.671

-77%

-96%

-76%

23.608

316.363

-81%

-93%

-57%

Jul

3.438

22.403

79%

-85%

-77%

47.259

90.304

100%

-48%

-57%

Total

38.683

169.055

525.538

1.211.506

Fonte/ Source: SECEX – Organização/ Organization: AICSul

Tabela 10 - EXPORTAÇÃO BRASILEIRA DE COUROS BOVINOS WET BLUE

Table 10 - BRAZILIAN EXPORTATION OF WET BLUE BOVINE HIDES

FÍSICOS (Nº COUROS)

QUANTITY (Nº OF HIDES)

CRESC. (%)

GROWTH

MONETÁRIOS (US$)

VALUE (US$)

CRESC. (%)

GROWTH (%)

MÊS

MONTH

ANO 2007

ANO 2006

VAR07

MÊS

MONTH

ACUM.

ACCUM.

ANO 2007

ANO 2006

VAR07

MÊS

MONTH

ACUM.

ACCUM

Jan

1.614.415

1.500.127

-1%

8%

8%

65.437.451

44.890.976

-2%

46%

46%

Fev

Feb

1.614.858

1.440.191

0%

12%

10%

67.603.124

44.802.970

3%

51%

48%

Mar

1.611.560

1.646.912

0%

-2%

6%

71.413.791

55.105.722

6%

30%

41%

Abr

Apr

1.489.569

1.536.997

-8%

-3%

3%

69.947.176

50.648.981

-2%

38%

40%

Mai

May

1.371.313

1.558.242

-8%

-12%

0%

69.781.121

51.714.108

0%

35%

39%

Jun

1.228.237

1.662.462

-10%

-26%

-4%

61.129.023

54.937.607

-12%

11%

34%

Jul

962.910

1.048.189

-22%

-8%

-5%

46.340.626

39.522.055

-24%

17%

32%

Total

9.892.862

10.393.120

451.652.312

341.622.419

Fonte/ Source: SECEX – Organização/ Organization: AICSul

Tabela 11 - EXPORTAÇÃO BRASILEIRA DE COUROS BOVINOS CRUST+VEGETAIS

Tabela 11 - BRAZILIAN EXPORTATION OF CRUST AND VEGETABLE

FÍSICOS (Nº COUROS)

QUANTITY (Nº OF HIDES)

CRESC. (%)

GROWTH (%)

MONETÁRIOS (US$)

VALUE (US$)

CRESC. (%)

GROWTH (%)

MÊS

MONTH

ANO 2007

ANO 2006

VAR07

MÊS

MONTH

ACUM.

ACCUM.

ANO 2007

ANO 2006

VAR07

MÊS

MONTH

ACUM.

ACCUM

Jan

373.632

290.680

-5%

29%

29%

26.293.268

15.945.255

2%

65%

65%

Fev

Feb

378.913

253.797

1%

49%

38%

27.374.763

11.688.549

4%

134%

94%

Mar

478.474

335.831

26%

42%

40%

34.280.775

16.255.661

25%

111%

100%

Abr

Apr

436.788

260.640

-9%

68%

46%

31.463.801

14.234.811

-8%

121%

105%

Mai

May

437.666

357.841

0%

22%

40%

34.044.410

20.428.896

8%

67%

95%

Jun

369.094

364.148

-16%

1%

33%

28.690.914

21.376.545

-16%

34%

82%

Jul

351.735

397.005

-5%

-11%

25%

29.031.501

25.550.472

1%

14%

68%

Total

2.826.302

2.259.942

211.179.432

125.480.189

Fonte/ Source: SECEX – Organização/ Organization: AICSul

Tabela 12 - EXPORTAÇÃO BRASILEIRA DE COUROS BOVINOS ACABADOS

Table 12 - BRAZILIAN EXPORTATION OF FINISHED BOVINE LEATHER

FÍSICOS (Nº COUROS)

QUANTITY (Nº HIDES)

CRESC. (%)

GROWTH (%)

MONETÁRIOS (US$)

VALUE (US $)

CRESC. (%)

GROWTH (%)

MÊS

MONTH

ANO 2007

ANO 2006

VAR07

MÊS

MONTH

ACUM.

ACCUM.

ANO 2007

ANO 2006

VAR07

MÊS

MONTH

ACUM.

ACCUM

Jan

1.046.272

618.831

-11%

69%

69%

83.793.623

45.633.618

-8%

84%

84%

Fev

Feb

991.962

893.821

-5%

11%

35%

77.218.368

63.739.112

-8%

21%

47%

Mar

1.199.750

1.104.971

21%

9%

24%

94.758.900

79.375.047

23%

19%

36%

Abr

Apr

1.018.856

942.709

-15%

8%

20%

83.768.020

67.001.756

-12%

25%

33%

Mai

May

1.075.995

1.095.216

6%

-2%

15%

92.639.863

78.523.518

11%

18%

29%

Jun

1.009.078

1.013.525

-6%

0%

12%

88.335.442

74.170.144

-5%

19%

27%

Jul

942.286

1.057.585

-7%

-11%

8%

84.489.362

78.776.487

-4%

7%

24%

Total

7.284.199

6.726.658

605.003.578

487.219.682

Fonte/ Source: SECEX – Organização/ Organization: AICSul

Revista Courobusiness, Ed. 53 – jul/ago 2007