{"id":18306,"date":"2025-12-10T13:00:03","date_gmt":"2025-12-10T10:00:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/10\/alnus-yatirimdan-sanayi-uretimi-degerlendirmesi"},"modified":"2025-12-10T13:00:03","modified_gmt":"2025-12-10T10:00:03","slug":"alnus-yatirimdan-sanayi-uretimi-degerlendirmesi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/10\/alnus-yatirimdan-sanayi-uretimi-degerlendirmesi\/","title":{"rendered":"Alnus Yat\u0131r\u0131m&#8217;dan Sanayi \u00dcretimi de\u011ferlendirmesi"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m&#039;\u0131n analizinde, Ekim ay\u0131 Sanayi \u00dcretimi\u2019nde g\u00f6r\u00fclen y\u00fczde 0,8 oran\u0131ndaki daralmaya en y\u00fcksek etki eden endeksler (sekt\u00f6rler) ve alt faaliyet kollar\u0131nda; Elektrik, Gaz, Buhar sekt\u00f6r\u00fc i\u00e7erisinde yer alan \u2018Elektrik, Gaz, Buhar\u2019 faaliyet kolunun; ayl\u0131k bazda y\u00fczde 1,2 oran\u0131nda daralma g\u00f6sterirken, Sanayi \u00dcretimi endeksine de 1,2 puanl\u0131k negatif etkinin buradan geldi\u011fi belirtildi. Analizde ayr\u0131ca \u015fu bilgiler verildi:<\/p>\n<p>&#8220;Toplam Sanayi sekt\u00f6r\u00fcn\u00fcn alt gruplar\u0131ndan \u2018\u0130malat Sanayi\u2019 faaliyet kolu; ayl\u0131k bazda y\u00fczde 0,9 oran\u0131nda daralma g\u00f6sterirken, Sanayi \u00dcretimi endeksine 0,8 puanl\u0131k negatif etki buradan gelmi\u015ftir.\u00a0<\/p>\n<p>\u0130malat Sanayi sekt\u00f6r\u00fc i\u00e7erisinde yer alan \u2018Bilgisayarlar\u0131n, Elektronik ve Optik \u00dcr\u00fcnlerin \u0130malat\u0131\u2019 faaliyet kolu; ayl\u0131k bazda y\u00fczde 23,5 oran\u0131nda sert azal\u0131\u015f g\u00f6sterirken, Sanayi \u00dcretimi endeksine 0,7 puanl\u0131k negatif etki buradan gelmi\u015ftir.<\/p>\n<p>Negatif etkileri en \u00e7ok s\u0131n\u0131rlayan sekt\u00f6rler ve faaliyet kollar\u0131 ise \u015fu \u015fekildedir; Madencilik ve Ta\u015f Ocak\u00e7\u0131l\u0131\u011f\u0131 sekt\u00f6r\u00fcn\u00fcn alt gruplar\u0131ndan \u2018Metal Cevherleri Madencili\u011fi\u2019 faaliyet kolu; ayl\u0131k bazda y\u00fczde 3,0 oran\u0131nda art\u0131\u015f g\u00f6sterirken, Sanayi \u00dcretimi endeksine 0,9 puanl\u0131k pozitif etki buradan gelmi\u015ftir.<\/p>\n<p>Madencilik ve Ta\u015f Ocak\u00e7\u0131l\u0131\u011f\u0131 sekt\u00f6r\u00fc i\u00e7erisinde yer alan \u2018Di\u011fer Madencilik ve Ta\u015f Ocak\u00e7\u0131l\u0131\u011f\u0131\u2019; ayl\u0131k bazda y\u00fczde 1,1 oran\u0131nda art\u0131\u015f g\u00f6sterirken, Sanayi \u00dcretimi endeksine 0,4 puanl\u0131k pozitif etki buradan gelmi\u015ftir.<\/p>\n<p>\u0130malat Sanayi sekt\u00f6r\u00fcn\u00fcn alt gruplar\u0131ndan \u2018G\u0131da \u00dcr\u00fcnleri \u0130malat\u0131\u2019; ayl\u0131k bazda y\u00fczde 1,9 oran\u0131nda art\u0131\u015f g\u00f6sterirken, Sanayi \u00dcretimi endeksine 0,3 puanl\u0131k pozitif etki buradan gelmi\u015ftir.<\/p>\n<p>Kas\u0131m ay\u0131 Sanayi \u00dcretimi verisine gelecek olursak; son para politikas\u0131 toplant\u0131lar\u0131nda, TCMB\u2019nin faiz indirimlerinin devam\u0131n\u0131 izlemi\u015ftik. Ancak, kredi k\u0131s\u0131tlar\u0131ndan kaynakl\u0131 olarak; faiz indirimlerinin Sanayi sekt\u00f6rlerine pozitif yans\u0131mas\u0131n\u0131 yeterince g\u00f6rmedi\u011fimizi s\u00f6yleyebiliriz.<\/p>\n<p>Kas\u0131m ay\u0131na ili\u015fkin Ticaret Bakanl\u0131\u011f\u0131\u2019n\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 D\u0131\u015f Ticaret \u0130statistikleri; Ekim ay\u0131na nazaran ihracat\u0131n y\u00fczde 5,11 oran\u0131nda (1,22 Milyar Dolar) azald\u0131\u011f\u0131n\u0131 ve ithalat\u0131n ise y\u00fczde 3,17 oran\u0131 (998 Milyon Dolar) ile bir miktar daha s\u0131n\u0131rl\u0131 azal\u0131\u015f kaydetti\u011fini g\u00f6stermekte.<\/p>\n<p>\u00d6te yandan, \u0130stanbul Sanayi Odas\u0131\u2019n\u0131n Kas\u0131m ay\u0131 \u0130malat PMI g\u00f6stergesi; \u00dcretim ve yeni sipari\u015flerdeki d\u00fc\u015f\u00fc\u015f\u00fcn yava\u015flad\u0131\u011f\u0131, maliyet enflasyonunun 2025 y\u0131l\u0131n\u0131n en d\u00fc\u015f\u00fck d\u00fczeyine indi\u011fi, istihdamda son 8 ay\u0131n en hafif daralmas\u0131n\u0131n kaydedildi\u011fi ve \u00fcr\u00fcn fiyatlar\u0131n\u0131n \u0131l\u0131ml\u0131 art\u0131\u015f g\u00f6sterdi\u011fine i\u015faret etmi\u015fti. Keza, Kas\u0131m ay\u0131n\u0131n Yurt \u0130\u00e7i \u00dcFE oran\u0131 da; y\u00fczde 0,84 ile son 11 ay\u0131n en d\u00fc\u015f\u00fck seviyesinde geldi.<\/p>\n<p>Elimizdeki mevcut doneler \u0131\u015f\u0131\u011f\u0131nda; Kas\u0131m ay\u0131 Sanayi \u00dcretimi verisinde ayl\u0131k bazda toparlanma olmas\u0131n\u0131 ve y\u00fczde 0,2- 0,4 aral\u0131\u011f\u0131nda bir art\u0131\u015f g\u00f6r\u00fclebilece\u011fini \u00f6ng\u00f6r\u00fcyoruz.&#8221;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 10 Aral\u0131k (Hibya) &#8211; Alnus Yat\u0131r\u0131m, Ekim ay\u0131 Sanayi \u00dcretimi\u2019nde y\u00fczde 0,8 oran\u0131nda daralma g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":18307,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-18306","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18306","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=18306"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/18306\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/18307"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=18306"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=18306"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=18306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}