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Importações e mudanças estruturais na indústria brasileira, 2003-2018: Uma análise de decomposição estrutural
[Imports and structural changes in the Brazilian industry, 2003–2018: A structural decomposition analysis]

Author

Listed:
  • Gustavo Henrique Leite de Castro

    (Universidade de São Paulo)

  • Carlos R. Azzoni

    (Universidade de São Paulo)

Abstract

As importações e as mudanças estruturais na indústria têm sido objeto de intenso debate acadêmico e político, dada sua importância para o crescimento econômico. Este estudo apresenta os resultados de uma Análise de Decomposição Estrutural (Structural Decomposition Analysis - SDA) aplicada à indústria brasileira no período de 2003 a 2018, com o objetivo de identificar os impactos das mudanças estruturais sobre as importações industriais. Utilizando as matrizes de insumo-produto disponibilizadas pelo Núcleo de Economia Regional e Urbana da USP (Nereus), a pesquisa destaca as disparidades entre diferentes setores industriais durante os ciclos cambiais de valorização (2003-2010) e desvalorização (2011-2018). Os resultados mostraram que o componente de demanda final é relevante para explicar a variação das importações de todos os setores. Apesar da taxa de câmbio desvalorizada no segundo ciclo, não houve mudanças significativas nos padrões de consumo, na intensidade de utilização de insumos importados e na dinâmica tecnológica da indústria brasileira. Imports and structural changes in manufacturing have been the subject of intense academic and political debate due to their importance for economic growth. We present in this study the results of a Structural Decomposition Analysis (SDA) applied to Brazilian manufacturing from 2003 to 2018. The aim of this study is to identify the impacts of structural changes on industrial imports. We used input-output matrices provided by the Nucleus of Regional and Urban Economics at USP (Nereus). The research highlights disparities among different manufacturing sectors during the exchange rate cycles of appreciation (2003-2010) and depreciation (2011-2018). We found that the final demand component is relevant in explaining the variation in imports across all sectors. Despite the depreciated exchange rate in the second cycle, we observed no significant changes in consumption patterns, the intensity of imported inputs usage, or the technological dynamics of Brazilian manufacturing.

Suggested Citation

  • Gustavo Henrique Leite de Castro & Carlos R. Azzoni, 2025. "Importações e mudanças estruturais na indústria brasileira, 2003-2018: Uma análise de decomposição estrutural [Imports and structural changes in the Brazilian industry, 2003–2018: A structural deco," Revista Brasileira de Estudos Regionais e Urbanos, Associação Brasileira de Estudos Regionais e Urbanos (ABER), vol. 19(4), pages 559-585, October.
  • Handle: RePEc:ris:rberur:021939
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    JEL classification:

    • C67 - Mathematical and Quantitative Methods - - Mathematical Methods; Programming Models; Mathematical and Simulation Modeling - - - Input-Output Models
    • D57 - Microeconomics - - General Equilibrium and Disequilibrium - - - Input-Output Tables and Analysis
    • R15 - Urban, Rural, Regional, Real Estate, and Transportation Economics - - General Regional Economics - - - Econometric and Input-Output Models; Other Methods

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