Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda sanayi \u00fcretiminin Kas\u0131m\u2019da ayl\u0131k y\u00fczde 2,5, y\u0131ll\u0131k bazda ise y\u00fczde 2,4 b\u00fcy\u00fcme g\u00f6sterdi\u011fi ifade edildi. Raporda \u015fu de\u011ferlendirmeler yer ald\u0131:<\/p>\n
\u201cT\u00dc\u0130K\u2019in a\u00e7\u0131klad\u0131\u011f\u0131 verilere g\u00f6re mevsim ve takvim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f sanayi \u00fcretimi Kas\u0131m'da ayl\u0131k y\u00fczde 2,5 b\u00fcy\u00fcd\u00fc. Hat\u0131rlatmak gerekir ki, Ekim ay\u0131nda y\u00fczde 0,8, Eyl\u00fcl\u2019de de y\u00fczde 2,2 daralm\u0131\u015ft\u0131. Sanayi \u00fcretimi, y\u0131ll\u0131k bazda ise y\u00fczde 2,4 (ar\u0131nd\u0131r\u0131lmam\u0131\u015f y\u00fczde 0,5 daralma) art\u0131\u015f g\u00f6sterdi. Takvim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f olarak ise OcakKas\u0131m d\u00f6neminde y\u0131ll\u0131k y\u00fczde 3,5 b\u00fcy\u00fcd\u00fc.<\/p>\n
Sanayi \u00fcretiminde \u00f6ng\u00f6r\u00fclerimiz Kas\u0131m verileriyle b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ger\u00e7ekle\u015fti. Ge\u00e7ti\u011fimiz ayki de\u011ferlendirmemizde, \u00e7e\u015fitli \u00f6nc\u00fc sinyallere dayanarak sanayi \u00fcretiminde ayl\u0131k bazda y\u00fczde 2 \u00fczerinde b\u00fcy\u00fcme g\u00f6r\u00fclebilece\u011fini, ayr\u0131ca d\u00fc\u015f\u00fck baz etkisinin katk\u0131s\u0131yla y\u0131ll\u0131k b\u00fcy\u00fcmenin s\u0131n\u0131rl\u0131 pozitif seviyelerinde seyredece\u011fini \u00f6ng\u00f6rm\u00fc\u015ft\u00fck. Nitekim a\u00e7\u0131klanan Kas\u0131m verileri, ayl\u0131k bazda ger\u00e7ekle\u015fen b\u00fcy\u00fcme ile bu beklentimizi teyit ederken, y\u0131ll\u0131k bazda y\u00fczde 2,4\u2019l\u00fck art\u0131\u015f da \u00f6ng\u00f6rd\u00fc\u011f\u00fcm\u00fcz b\u00fcy\u00fcme patikas\u0131n\u0131 yans\u0131tt\u0131. Bu arada, ilk \u00e7eyrekte y\u0131ll\u0131k bazda sadece y\u00fczde 0,7 art\u0131\u015f g\u00f6steren sanayi \u00fcretiminin 2. \u00e7eyrekte y\u00fczde 5,6\u2019ya, 3. \u00e7eyrekte ise y\u00fczde 5,1\u2019e ivmelendi\u011fini de hat\u0131rlatmak fayda var.<\/p>\n
Sanayi \u00fcretiminin sekt\u00f6rlere g\u00f6re k\u0131r\u0131l\u0131m\u0131nda \u00f6nemli ayr\u0131\u015fmalar devam ediyor. Takvim etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f y\u0131ll\u0131k bazda b\u00fcy\u00fcme g\u00f6steren ba\u015fl\u0131ca sekt\u00f6rler aras\u0131nda \u00f6zellikle sermaye mal\u0131 imalat\u0131 (y\u00fczde 10,9) dikkat \u00e7ekti. Bunun yan\u0131nda, metal e\u015fya sanayi (makine-te\u00e7hizat hari\u00e7) (y\u00fczde 9,1), metalik olmayan mineral \u00fcr\u00fcnler (y\u00fczde 13,8), motorlu kara ta\u015f\u0131t\u0131 imalat\u0131 (y\u00fczde 15,3), ana metal sanayi (y\u00fczde 6,4), ara mal\u0131 imalat\u0131 (y\u00fczde 4,6), kimyasal madde \u00fcr\u00fcnleri (y\u00fczde 6,9), elektrikli te\u00e7hizat imalat\u0131 (y\u00fczde 12,7) ile plastik-kau\u00e7uk \u00fcr\u00fcnleri (y\u00fczde 2,8) pozitif ayr\u0131\u015fan sekt\u00f6rler aras\u0131nda yer ald\u0131. Ayr\u0131ca, imalat sanayi geneli y\u00fczde 2,7 b\u00fcy\u00fcme kaydederken, madencilik ve ta\u015f ocak\u00e7\u0131l\u0131\u011f\u0131 ilgili ayda y\u00fczde 0,2 oran\u0131nda artt\u0131.<\/p>\n
Di\u011fer taraftan sanayinin baz\u0131 kollar\u0131nda zay\u0131fl\u0131k devam etti. Dayan\u0131kl\u0131 t\u00fcketim mallar\u0131 imalat\u0131 (-y\u00fczde 3,2), giyim e\u015fyas\u0131 imalat\u0131 (-y\u00fczde 25,9), makine-te\u00e7hizat imalat\u0131 (-y\u00fczde 5,2), tekstil \u00fcr\u00fcnleri imalat\u0131 (-y\u00fczde 7,7) ve g\u0131da \u00fcr\u00fcnleri (-y\u00fczde 3,7) elektrik, gaz ve su sekt\u00f6r\u00fc (-y\u00fczde 2) ile enerji (-y\u00fczde 1) y\u0131ll\u0131k bazda daralmalar kaydetti.<\/p>\n
Ocak\u2013Kas\u0131m d\u00f6nemine bak\u0131ld\u0131\u011f\u0131nda ise toparlanman\u0131n daha \u0131l\u0131ml\u0131 ve yine dengesiz bir g\u00f6r\u00fcn\u00fcme sahip oldu\u011fu g\u00f6r\u00fcl\u00fcyor. Bu d\u00f6nemde sermaye mal\u0131 imalat\u0131 (y\u00fczde 10,8), metal e\u015fya sanayi (y\u00fczde 12), enerji (y\u00fczde 5,9), ana metal sanayi (y\u00fczde 4,7), metalik olmayan mineraller (y\u00fczde 7,2), g\u0131da \u00fcr\u00fcnleri (y\u00fczde 3,9), kimyasal madde \u00fcr\u00fcnleri (y\u00fczde 2,3), elektrikli te\u00e7hizat imalat\u0131 (y\u00fczde 3,1) ve motorlu kara ta\u015f\u0131t\u0131 imalat\u0131 (y\u00fczde 3,2) \u00fcretimini art\u0131rmay\u0131 ba\u015farm\u0131\u015f g\u00f6r\u00fcn\u00fcyor.<\/p>\n
Buna kar\u015f\u0131n, makine-te\u00e7hizat (-y\u00fczde 5,8), giyim e\u015fyas\u0131 (-y\u00fczde 11,4), tekstil (-y\u00fczde 4,5) ve dayan\u0131kl\u0131 t\u00fcketim mallar\u0131 (-y\u00fczde 3,4) y\u0131ll\u0131k bazda gerileme kaydetti. Dayan\u0131ks\u0131z t\u00fcketim mal\u0131 imalat\u0131 (-y\u00fczde 0,6) ve plastikkau\u00e7uk \u00fcr\u00fcnleri (-y\u00fczde 0,1) y\u0131ll\u0131k bazda s\u0131n\u0131rl\u0131 negatif tarafta yer ald\u0131.<\/p>\n
Y\u0131l\u0131n ilk 11 ay\u0131nda \u00fcretimdeki toparlanma daha \u00e7ok yat\u0131r\u0131m ve enerji odakl\u0131 sekt\u00f6rlerde yo\u011funla\u015f\u0131rken, t\u00fcketim mallar\u0131na dayal\u0131 \u00fcretim kalemlerinde k\u0131r\u0131lganl\u0131k s\u00fcr\u00fcyor. Bu g\u00f6r\u00fcn\u00fcm, sanayi \u00fcretiminin b\u00fcy\u00fcmeye katk\u0131 vermeye devam etti\u011fini ancak ivmenin dengesiz bir yap\u0131ya sahip oldu\u011funu ortaya koyuyor. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde kredi ko\u015fullar\u0131ndaki olas\u0131 gev\u015feme \u00fcretimi destekleyebilir; buna kar\u015f\u0131n k\u00fcresel talepteki belirsizlikler, ihracat pazarlar\u0131nda zay\u0131f g\u00f6r\u00fcn\u00fcm ve y\u00fcksek finansman maliyetleri sanayi \u00fcretimi a\u00e7\u0131s\u0131ndan a\u015fa\u011f\u0131 y\u00f6nl\u00fc risk olu\u015fturmaya devam ediyor.<\/p>\n
\u0130malat PMI ve elektrik t\u00fcketimi sanayi \u00fcretiminde ayl\u0131k pozitif bir g\u00f6r\u00fcn\u00fcme i\u015faret ediyor g\u00f6zleniyor. \u0130malat PMI endeksi Nisan 2024\u2019ten beri (2024 \u015eubat ve Mart aylar\u0131ndaki 50,2 ve 50,0 seviyeleri hari\u00e7 tutulursa da Temmuz 2023\u2019ten beri) 50 e\u015fik de\u011ferinin alt\u0131nda seyrediyor. PMI Ekim\u2019de 46,5 seviyesinden Kas\u0131m ay\u0131nda 48\u2019e y\u00fckselmi\u015f ve ard\u0131ndan Aral\u0131k ay\u0131nda 48,9\u2019a ivmelenmi\u015fti. Aral\u0131k ay\u0131nda elektrik t\u00fcketimi ise y\u0131ll\u0131k bazda y\u00fczde 2,3, ayl\u0131k bazda ise y\u00fczde 13\u2019l\u00fck art\u0131\u015f g\u00f6sterdi. \u0130malat PMI, elektrik t\u00fcketimi ve baz\u0131 anektodal sinyaller sanayi \u00fcretiminin \u00f6n\u00fcm\u00fczdeki d\u00f6nemde ayl\u0131k bazda y\u00fczde 2 civar\u0131 b\u00fcy\u00fcyebilece\u011fine i\u015faret ediyor.\u201d<\/p>\n
<\/strong> \u0130stanbul, 9 Ocak (Hibya) \u2013 Gedik Yat\u0131r\u0131m, sanayi \u00fcretiminin Kas\u0131m\u2019da ayl\u0131k y\u00fczde 2,5, y\u0131ll\u0131k bazda ise y\u00fczde 2,4 b\u00fcy\u00fcme g\u00f6sterdi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":31555,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,274],"tags":[],"class_list":["post-31554","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-sanayi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/31554","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=31554"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/31554\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/31555"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=31554"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=31554"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=31554"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"