\u00a0Analizde, y\u00fcksek faiz ortam\u0131, finansman maliyetleri ve jeopolitik risklerin hem i\u00e7 hem de d\u0131\u015f talep \u00fczerinde bask\u0131 olu\u015fturmaya devam etti\u011fi, bu nedenle sekt\u00f6r oyuncular\u0131 a\u00e7\u0131s\u0131ndan sat\u0131\u015f hacminden \u00e7ok verimlilik, maliyet kontrol\u00fc, fiyatlama disiplini ve marj y\u00f6netiminin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Analizde, 2026 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda T\u00fcrkiye otomotiv sekt\u00f6r\u00fcn\u00fcn y\u00fcksek baz etkisinin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde normalle\u015fti\u011fi, talep dinamiklerinin daha se\u00e7ici hale geldi\u011fi ve elektrikli ara\u00e7 d\u00f6n\u00fc\u015f\u00fcm\u00fcn\u00fcn h\u0131z kazand\u0131\u011f\u0131 belirtildi. \u00d6zellikle y\u0131l\u0131n ikinci \u00e7eyre\u011finin sekt\u00f6r\u00fcn yeni dinamiklerinin daha net hissedildi\u011fi bir d\u00f6nem oldu\u011fu vurgulan\u0131rken, performans\u0131n art\u0131k hacim b\u00fcy\u00fcmesinden \u00e7ok \u00fcr\u00fcn karmas\u0131 ve k\u00e2rl\u0131l\u0131k \u00fczerinden \u015fekillendi\u011fi kaydedildi.<\/p>\n
Marba\u015f Menkul, sekt\u00f6r\u00fcn \u00f6nde gelen \u015firketlerinden Ford Otosan A\u015e (FROTO), Tofa\u015f T\u00fcrk Otomobil Fabrikas\u0131 A\u015e (TOASO) ve Do\u011fu\u015f Otomotiv Servis ve Ticaret A\u015e (DOAS)\u2018\u0131n ayn\u0131 makroekonomik ko\u015fullardan etkilenmesine ra\u011fmen farkl\u0131 i\u015f modelleri nedeniyle ayr\u0131\u015ft\u0131\u011f\u0131n\u0131 belirtti. Buna g\u00f6re, Ford Otosan\u2019\u0131n ihracat odakl\u0131 yap\u0131s\u0131 nedeniyle Avrupa ticari ara\u00e7 talebi, kapasite kullan\u0131m\u0131 ve elektrikli ticari ara\u00e7 d\u00f6n\u00fc\u015f\u00fcm\u00fcn\u00fcn \u015firket a\u00e7\u0131s\u0131ndan belirleyici oldu\u011fu ifade edilirken, Tofa\u015f\u2019ta model ge\u00e7i\u015fleri ve \u00fcr\u00fcn karmas\u0131n\u0131n, Do\u011fu\u015f Otomotiv\u2019de ise i\u00e7 pazar talebi ile fiyatlama disiplininin \u00f6n plana \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Raporda, k\u00fcresel \u00f6l\u00e7ekte y\u00fcksek faiz ortam\u0131 ve jeopolitik risklerin talep g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc bask\u0131lamay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtilerek, ABD, \u0130ran ve \u0130srail hatt\u0131ndaki gerilimlerin enflasyon beklentileri ve para politikalar\u0131 \u00fczerinde etkili olmaya devam etti\u011fi ifade edildi. Bu durumun hem geli\u015fmi\u015f hem de geli\u015fmekte olan \u00fclkelerde faiz indirimlerinin gecikmesine neden olabilece\u011fi de\u011ferlendirilirken, k\u00fcresel talepte g\u00fc\u00e7l\u00fc bir toparlanman\u0131n k\u0131sa vadede s\u0131n\u0131rl\u0131 kalabilece\u011fi kaydedildi.<\/p>\n
T\u00fcrkiye otomotiv pazar\u0131na ili\u015fkin de\u011ferlendirmede ise ilk \u00e7eyrekte g\u00f6rece diren\u00e7li seyreden talebin ikinci \u00e7eyrekte zay\u0131flad\u0131\u011f\u0131 belirtildi. Haziran ay\u0131nda toparlanma g\u00f6r\u00fclmesine ra\u011fmen y\u0131l\u0131n ilk alt\u0131 ay\u0131nda toplam otomotiv pazar\u0131n\u0131n ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re yakla\u015f\u0131k y\u00fczde 8 darald\u0131\u011f\u0131na dikkat \u00e7ekilen analizde, otomobil sat\u0131\u015flar\u0131ndaki gerilemenin hafif ticari ara\u00e7 segmentine g\u00f6re daha belirgin oldu\u011fu ifade edildi.<\/p>\n
Buna kar\u015f\u0131n ihracat taraf\u0131n\u0131n sekt\u00f6r\u00fc desteklemeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtilen raporda, Haziran ay\u0131nda otomotiv ihracat\u0131n\u0131n y\u0131ll\u0131k bazda art\u0131\u015f g\u00f6sterdi\u011fi, ticari ara\u00e7 ihracat\u0131n\u0131n binek otomobillere g\u00f6re daha g\u00fc\u00e7l\u00fc performans sergiledi\u011fi aktar\u0131ld\u0131. T\u00fcrkiye\u2019nin hafif ticari ara\u00e7 ve otob\u00fcs \u00fcretiminde Avrupa\u2019daki lider konumunu korudu\u011fu, otomotiv yan sanayisinin de ihracata \u00f6nemli katk\u0131 sa\u011flamaya devam etti\u011fi vurguland\u0131.<\/p>\n
Marba\u015f Menkul analizinde elektrikli ara\u00e7 d\u00f6n\u00fc\u015f\u00fcm\u00fcne de geni\u015f yer verildi. Elektrikli ve hibrit ara\u00e7lar\u0131n pazar pay\u0131ndaki art\u0131\u015f\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtilirken, dizel ara\u00e7lar\u0131n pay\u0131ndaki gerilemenin yap\u0131sal bir de\u011fi\u015fime i\u015faret etti\u011fi ifade edildi. Elektrikli ara\u00e7 say\u0131s\u0131ndaki h\u0131zl\u0131 art\u0131\u015fa paralel olarak \u015farj altyap\u0131s\u0131n\u0131n da b\u00fcy\u00fcd\u00fc\u011f\u00fc, ancak ara\u00e7 park\u0131ndaki art\u0131\u015f h\u0131z\u0131n\u0131n \u015farj noktalar\u0131ndaki geni\u015flemenin \u00fczerinde seyretmesi nedeniyle orta vadede altyap\u0131 yat\u0131r\u0131mlar\u0131n\u0131n \u00f6nemini koruyaca\u011f\u0131 de\u011ferlendirildi.<\/p>\n
Avrupa otomotiv pazar\u0131nda ise binek ve ticari ara\u00e7 sat\u0131\u015flar\u0131nda toparlanma e\u011filiminin devam etti\u011fi belirtilirken, b\u00fcy\u00fcmenin a\u011f\u0131rl\u0131kl\u0131 olarak elektrifikasyon d\u00f6n\u00fc\u015f\u00fcm\u00fcnden kaynakland\u0131\u011f\u0131 ifade edildi. Avrupa Birli\u011fi\u2019nde elektrikli ve hibrit ara\u00e7lar\u0131n pazar pay\u0131n\u0131 art\u0131rmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, buna kar\u015f\u0131l\u0131k benzinli ve dizel ara\u00e7lar\u0131n pay\u0131ndaki gerilemenin devam etti\u011fi kaydedildi.<\/p>\n
Analizde ayr\u0131ca Avrupa Birli\u011fi\u2019nin \u201cMade in Europe\u201d yakla\u015f\u0131m\u0131 do\u011frultusunda yerelle\u015fmeyi destekleyen politikalar\u0131n\u0131n tedarik zincirini yeniden \u015fekillendirdi\u011fi belirtilirken, T\u00fcrkiye\u2019nin G\u00fcmr\u00fck Birli\u011fi avantaj\u0131 sayesinde Avrupa\u2019n\u0131n \u00fcretim ve tedarik zincirindeki stratejik konumunu korudu\u011fu ifade edildi. Bununla birlikte y\u00fcksek enerji maliyetleri, \u00c7inli \u00fcreticilerin artan rekabeti ve korumac\u0131 ticaret politikalar\u0131n\u0131n Avrupa otomotiv sekt\u00f6r\u00fcnde maliyet bask\u0131s\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 de\u011ferlendirmesi yap\u0131ld\u0131.<\/p>\n
K\u00fcresel otomotiv sekt\u00f6r\u00fcnde ise elektrifikasyon ve yaz\u0131l\u0131m odakl\u0131 d\u00f6n\u00fc\u015f\u00fcm\u00fcn h\u0131z kazand\u0131\u011f\u0131na dikkat \u00e7ekilen raporda, \u00c7inli \u00fcreticilerin k\u00fcresel pazarlardaki b\u00fcy\u00fcmesini s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi. \u00dcreticilerin artan maliyet bask\u0131lar\u0131 kar\u015f\u0131s\u0131nda kapasite optimizasyonu, stratejik ortakl\u0131klar, platform payla\u015f\u0131m\u0131 ve tedarik zincirini \u00e7e\u015fitlendirmeye y\u00f6nelik ad\u0131mlar att\u0131\u011f\u0131 ifade edildi.<\/p>\n
Marba\u015f Menkul, y\u0131l\u0131n ikinci yar\u0131s\u0131na ili\u015fkin de\u011ferlendirmesinde ise faizlerde beklenen normalle\u015fmenin petrol fiyatlar\u0131 ve enflasyon bask\u0131s\u0131 nedeniyle gecikebilece\u011fini belirtti. Bu nedenle i\u00e7 talepte beklenen canlanman\u0131n s\u0131n\u0131rl\u0131 kalabilece\u011fi, Avrupa\u2019da da ihracat\u0131 destekleyecek g\u00fc\u00e7l\u00fc bir talep art\u0131\u015f\u0131n\u0131n \u00f6ng\u00f6r\u00fclmedi\u011fi ifade edildi.<\/p>\n
Analizde, \u015firketler a\u00e7\u0131s\u0131ndan \u00f6n\u00fcm\u00fczdeki d\u00f6nemde fiyatlama disiplini, stok y\u00f6netimi ve operasyonel verimlili\u011fin daha kritik hale gelece\u011fi belirtilerek, \u201c2026 y\u0131l\u0131 hacim b\u00fcy\u00fcmesinden \u00e7ok verimlilik ve maliyet y\u00f6netiminin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 bir d\u00f6nem olma e\u011filimindedir.\u201d de\u011ferlendirmesine yer verildi. Ayr\u0131ca jeopolitik risklerin azalmas\u0131, petrol fiyatlar\u0131n\u0131n gerilemesi ve faizlerde gev\u015feme ya\u015fanmas\u0131 halinde hem i\u00e7 pazarda hem de k\u00fcresel otomotiv talebinde daha g\u00fc\u00e7l\u00fc bir toparlanman\u0131n m\u00fcmk\u00fcn olabilece\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 30 Temmuz (Hibya)- Marba\u015f Menkul, yay\u0131mlad\u0131\u011f\u0131 otomotiv sekt\u00f6r\u00fc analizinde, 2026 y\u0131l\u0131n\u0131n y\u00fcksek b\u00fcy\u00fcmeden ziyade kontroll\u00fc denge ve s\u0131n\u0131rl\u0131 daralma g\u00f6r\u00fcn\u00fcm\u00fcyle \u015fekillenece\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":124070,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,11,9],"tags":[],"class_list":["post-124069","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-saglik","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/124069","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=124069"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/124069\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/124070"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=124069"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=124069"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=124069"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"