{"id":17683,"date":"2026-05-04T22:39:42","date_gmt":"2026-05-04T19:09:42","guid":{"rendered":"https:\/\/fajr.news\/?p=17683"},"modified":"2026-05-04T22:39:42","modified_gmt":"2026-05-04T19:09:42","slug":"alman-otomotiv-sektorunde-guven-tarife-tehditleri-ve-orta-dogu-gerilimiyle-azaldi","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=17683&lang=tr","title":{"rendered":"Alman Otomotiv Sekt\u00f6r\u00fcnde G\u00fcven, Tarife Tehditleri ve Orta Do\u011fu Gerilimiyle Azald\u0131"},"content":{"rendered":"

Alman Otomotiv Sekt\u00f6r\u00fcnde G\u00fcven Azal\u0131yor: Tarife Tehditleri ve Orta Do\u011fu Gerilimi Etkisi<\/h1>\n

M\u00fcnih merkezli ekonomik ara\u015ft\u0131rma enstit\u00fcs\u00fc Ifo’nun a\u00e7\u0131klamas\u0131na g\u00f6re, Alman otomotiv sekt\u00f6r\u00fcndeki i\u015f iklimi endeksi May\u0131s ay\u0131nda 4.8 puan d\u00fc\u015ferek eksi 23.8’e geriledi<\/strong>. Bu d\u00fc\u015f\u00fc\u015f, Nisan ay\u0131ndaki eksi 19 seviyesinden \u00f6nemli bir k\u00f6t\u00fcle\u015fmeyi temsil ediyor.<\/p>\n

Firmalar\u0131n mevcut ko\u015fullara ili\u015fkin de\u011ferlendirmeleri s\u0131n\u0131rl\u0131 bir iyile\u015fme g\u00f6sterse de, \u00f6n\u00fcm\u00fczdeki aylara dair beklentiler belirgin \u015fekilde k\u00f6t\u00fcle\u015fti. \u0130\u015f beklentileri endeksi, Nisan ay\u0131ndaki eksi 15.3’ten eksi 30.7’ye d\u00fc\u015ft\u00fc<\/strong>.<\/p>\n

Hammadde S\u0131k\u0131nt\u0131s\u0131 ve Tedarik Zinciri Endi\u015feleri<\/h2>\n

Ifo, sekt\u00f6r genelinde hammadde ve ara mal\u0131 s\u0131k\u0131nt\u0131lar\u0131n\u0131n<\/strong> daha g\u00f6r\u00fcn\u00fcr hale geldi\u011fini belirtti. Anahtar ara \u00fcr\u00fcnlerde s\u0131k\u0131nt\u0131 bildiren \u015firketlerin oran\u0131 Mart ay\u0131ndaki %1’den Nisan ay\u0131nda %9.3’e y\u00fckseldi<\/strong>.<\/p>\n

\u00d6zellikle helyum gaz\u0131<\/strong>, tedarik endi\u015felerinin merkezinde yer al\u0131yor. \u00c7ip \u00fcretimi, hava yast\u0131klar\u0131, metal i\u015fleme ve pil s\u0131z\u0131nt\u0131s\u0131 testi gibi kritik uygulamalarda kullan\u0131lan helyum, Alman Maden Kaynaklar\u0131 Ajans\u0131’na g\u00f6re, AB’nin ithalat\u0131n\u0131n yakla\u015f\u0131k %40’\u0131n\u0131 Katar’dan sa\u011fl\u0131yor. Ancak bir aksakl\u0131k durumunda alternatif tedarik yollar\u0131n\u0131n s\u0131n\u0131rl\u0131 olmas\u0131, sekt\u00f6r\u00fc savunmas\u0131z b\u0131rak\u0131yor.<\/p>\n

Jeopolitik Gerilimler ve Ticaret Sava\u015flar\u0131 Bask\u0131s\u0131<\/h2>\n

\u0130ran merkezli krizle ba\u011flant\u0131l\u0131 belirsizlik, hem \u015firketlerin hem de t\u00fcketicilerin g\u00fcvenini olumsuz etkiliyor. Ifo, artan g\u00fcvensizlik ve enerji maliyetlerinin yeni ara\u00e7 talebini daha da azaltabilece\u011fi konusunda uyard\u0131.<\/p>\n

Ifo End\u00fcstriyel Organizasyon ve Yeni Teknolojiler Merkezi uzman\u0131 Anita Wolfl, verileri de\u011ferlendirirken, \u0130ran krizinin zaten zay\u0131f talep ve tedarik darbo\u011fazlar\u0131yla kar\u015f\u0131 kar\u015f\u0131ya olan zorlu bir sekt\u00f6re ek bask\u0131 uygulad\u0131\u011f\u0131n\u0131 ifade etti. Wolfl, helyumun anahtar end\u00fcstriyel s\u00fcre\u00e7lerde ikame edilmesinin zor oldu\u011funu ve bu nedenle herhangi bir aksakl\u0131\u011f\u0131n \u00fcreticiler ve tedarik\u00e7iler i\u00e7in \u00f6nemli bir risk olu\u015fturdu\u011funu vurgulad\u0131.<\/p>\n

Sekt\u00f6r, ABD Ba\u015fkan\u0131 Donald Trump’\u0131n AB ara\u00e7 ithalat\u0131na uygulanan tarifelerin bu hafta %15’ten %25’e \u00e7\u0131kar\u0131laca\u011f\u0131n\u0131<\/strong> a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan ABD’den de \u00f6nemli bir bask\u0131 alt\u0131nda. Alman Otomotiv End\u00fcstrisi Birli\u011fi (VDA) Ba\u015fkan\u0131 Hildegard Muller, artan vergilerin zaten zorlu bir ortamda faaliyet g\u00f6steren Avrupal\u0131 otomobil \u00fcreticilerine \u00f6nemli maliyetler getirece\u011fini ve nihayetinde ABD’li t\u00fcketiciler i\u00e7in fiyatlar\u0131 art\u0131raca\u011f\u0131n\u0131 belirtti.<\/p>\n

Japonya’dan Otonom Ara\u00e7 Hedefi<\/h2>\n

Daha \u00f6nce, Japon h\u00fck\u00fcmetinin kamu-\u00f6zel sekt\u00f6r yat\u0131r\u0131mlar\u0131na ili\u015fkin bir taslak yol haritas\u0131 yay\u0131nlad\u0131\u011f\u0131 ve bu haritada 2030’larda k\u00fcresel s\u00fcr\u00fcc\u00fcs\u00fcz ara\u00e7 sat\u0131\u015f pazar\u0131nda yakla\u015f\u0131k %25 pay elde etme hedefinin<\/strong> yer ald\u0131\u011f\u0131 bildirilmi\u015fti.<\/p>\n

<\/p>\n

#AlmanOtomotiv #OtomotivSekt\u00f6r\u00fc #TicaretSava\u015flar\u0131 #TarifeTehditleri #OrtaDo\u011fuGerilimi #HammaddeS\u0131k\u0131nt\u0131s\u0131 #HelyumTedariki #IfoEndeksi #K\u00fcreselEkonomi #TedarikZinciri<\/p>\n","protected":false},"excerpt":{"rendered":"

Alman Otomotiv Sekt\u00f6r\u00fcnde G\u00fcven Azal\u0131yor: Tarife Tehditleri ve Orta Do\u011fu Gerilimi Etkisi M\u00fcnih merkezli ekonomik ara\u015ft\u0131rma enstit\u00fcs\u00fc Ifo’nun a\u00e7\u0131klamas\u0131na g\u00f6re, Alman otomotiv sekt\u00f6r\u00fcndeki i\u015f iklimi endeksi May\u0131s ay\u0131nda 4.8 puan d\u00fc\u015ferek eksi 23.8’e geriledi. Bu d\u00fc\u015f\u00fc\u015f, Nisan ay\u0131ndaki eksi 19 seviyesinden \u00f6nemli bir k\u00f6t\u00fcle\u015fmeyi temsil ediyor. Firmalar\u0131n mevcut ko\u015fullara ili\u015fkin de\u011ferlendirmeleri s\u0131n\u0131rl\u0131 bir iyile\u015fme g\u00f6sterse […]<\/p>\n","protected":false},"author":2,"featured_media":17684,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-17683","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/17683","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=17683"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/17683\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/17684"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=17683"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=17683"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=17683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}