{"id":4652,"date":"2024-06-26T16:00:07","date_gmt":"2024-06-26T16:00:07","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=4652"},"modified":"2024-06-26T16:00:07","modified_gmt":"2024-06-26T16:00:07","slug":"iso-bahcivan-yuksek-enflasyon-sirket-bilancolarinda-gecici-illuzyon-yaratti","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/06\/26\/iso-bahcivan-yuksek-enflasyon-sirket-bilancolarinda-gecici-illuzyon-yaratti\/","title":{"rendered":"\u0130SO\/Bah\u00e7\u0131van: Y\u00fcksek enflasyon \u015firket bilan\u00e7olar\u0131nda ge\u00e7ici ill\u00fczyon yaratt\u0131"},"content":{"rendered":"
\n

\u0130SO Meclisi\u2019nin haziran ay\u0131 ola\u011fan toplant\u0131s\u0131 “\u0130SO 500 B\u00fcy\u00fck 2023 Verileri I\u015f\u0131\u011f\u0131nda Sanayimizin ve Ekonomimizin Risk ve F\u0131rsatlar\u0131yla Birlikte Bug\u00fcn\u00fcn\u00fc, Gelece\u011fini De\u011ferlendirmek” ana g\u00fcndemi ile Odakule Faz\u0131l Zobu Meclis Salonu’nda d\u00fczenlendi.<\/p>\n

Bah\u00e7\u0131van’\u0131n a\u00e7\u0131l\u0131\u015f konu\u015fmas\u0131n\u0131 yapt\u0131\u011f\u0131 toplant\u0131da, Bilkent \u00dcniversitesi \u0130ktisat B\u00f6l\u00fcm\u00fc \u00d6\u011fretim \u00dcyesi Prof. Dr. Hakan Kara, Topkap\u0131 \u00dcniversitesi \u00d6\u011fretim \u00dcyesi Prof. Dr. Erhan Aslano\u011flu ve Ko\u00e7 \u00dcniversitesi \u00d6\u011fretim \u00dcyesi Prof. Dr. Selva Demiralp’in kat\u0131l\u0131m\u0131yla panel de d\u00fczenlendi.<\/p>\n

“Yava\u015flayan k\u00fcresel talep etkili oldu”<\/b><\/p>\n

A\u00e7\u0131klamada toplant\u0131daki konu\u015fmas\u0131na yer verilen Bah\u00e7\u0131van, ara\u015ft\u0131rman\u0131n sonu\u00e7lar\u0131n\u0131 de\u011ferlendirirken risk ve f\u0131rsatlar\u0131n birlikte g\u00f6r\u00fclmesi gerekti\u011fine dikkati \u00e7ekerek, “\u00d6yle ki bug\u00fcn teknoloji odakl\u0131, s\u00fcrd\u00fcr\u00fclebilir ye\u015fil ekonominin, yarat\u0131c\u0131l\u0131\u011f\u0131n ve katma de\u011ferli \u00fcr\u00fcnlerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 yeni \u00fcretim tarz\u0131 s\u00fcrecinde biz sanayicileri yeni f\u0131rsatlar kadar riskler de bekliyor. Yeni \u00e7a\u011f\u0131n \u00fcretim s\u00fcrecine y\u00f6nelik haz\u0131rl\u0131klar\u0131m\u0131z\u0131 ve de\u011fi\u015fimlerimizi b\u00f6yle bir anlay\u0131\u015fla y\u00f6netmemiz \u00e7ok faydal\u0131 olacakt\u0131r.” ifadelerini kulland\u0131.<\/p>\n<\/div>\n

\n

Bah\u00e7\u0131van, \u0130SO 500’de \u00fcretimden sat\u0131\u015flar\u0131n 2023’te y\u00fczde 42,1 artarak 4 trilyon 485 milyar liradan 6 trilyon 375 milyar liraya \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n

Bir \u00f6nceki y\u0131l y\u00fczde 119 olan art\u0131\u015f oran\u0131n\u0131n, 2023’te y\u00fczde 42,1’e gerilemesinin nedenlerine de\u011finen Bah\u00e7\u0131van, \u015funlar\u0131 kaydetti:<\/p>\n

“Yava\u015flayan k\u00fcresel talep, 6 \u015eubat depremleri ve se\u00e7imler sonras\u0131nda ekonomi politikalar\u0131nda ya\u015fanan de\u011fi\u015fimin belirleyici oldu\u011funu s\u00f6yleyebiliriz. \u00dcretimden sat\u0131\u015flardaki as\u0131l \u00e7arp\u0131c\u0131 tablo reel de\u011fi\u015fimlerde oldu. Sat\u0131\u015f performans\u0131n\u0131n bu zay\u0131f seyrinde ihracat fakt\u00f6r\u00fc etkili g\u00f6z\u00fck\u00fcyor. \u0130SO 500’\u00fcn sat\u0131\u015flar\u0131n yan\u0131 s\u0131ra k\u00e2rl\u0131l\u0131k anlam\u0131nda da g\u00fc\u00e7l\u00fc bir y\u0131l ge\u00e7irmedi\u011fini g\u00f6r\u00fcyoruz. \u0130SO 500’\u00fcn 2023’te faaliyet k\u00e2r\u0131 y\u00fczde 39,7 artarak 671 milyar liradan 937 milyar liraya \u00e7\u0131kt\u0131. Buna kar\u015f\u0131l\u0131k faaliyet karl\u0131l\u0131\u011f\u0131 oran\u0131 0,3 puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 12,8’den y\u00fczde 12,5’e geriledi.<\/p>\n

2023’te faiz, amortisman ve vergi \u00f6ncesi k\u00e2r b\u00fcy\u00fckl\u00fc\u011f\u00fc de y\u00fczde 45,5 art\u0131\u015fla 808 milyar liradan 1 trilyon 175 milyar liraya y\u00fckseldi. B\u00f6ylece FAV\u00d6K b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn net sat\u0131\u015flardan daha y\u00fcksek bir art\u0131\u015f g\u00f6stermesi sonucu FAV\u00d6K karl\u0131l\u0131\u011f\u0131 0,3 puan artarak y\u00fczde 15,4’ten y\u00fczde 15,7’ye \u00e7\u0131kt\u0131. Son olarak, \u0130SO 500’\u00fcn vergi \u00f6ncesi k\u00e2r ve zarar toplam\u0131n\u0131n y\u00fczde 32,9 artarak 485 milyar liradan 645 milyar liraya y\u00fckseldi\u011fini g\u00f6r\u00fcyoruz. Ancak sat\u0131\u015f k\u00e2rl\u0131l\u0131\u011f\u0131 oran\u0131n\u0131n \u00f6nceki y\u0131la g\u00f6re 0,7 puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 9,3’ten y\u00fczde 8,6’ya inmesi dikkat \u00e7ekiyor. G\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere 2023’te t\u00fcm kar b\u00fcy\u00fckl\u00fcklerindeki art\u0131\u015flar enflasyonun alt\u0131nda<\/b> kald\u0131 ve bu da reel olarak gerilemeye i\u015faret ediyor.”<\/p>\n

“Elde edilen k\u00e2r\u0131n yar\u0131s\u0131 finansman giderlerine ayr\u0131l\u0131yor”<\/b><\/p>\n

Erdal Bah\u00e7\u0131van, \u0130SO 500’\u00fcn finansman giderlerinin 2023’te y\u00fczde 92,5 art\u0131\u015fla 277 milyar liradan 533 milyar liraya y\u00fckseldi\u011fini ifade ederek, b\u00f6ylece finansman giderlerinin faaliyet k\u00e2r\u0131na oran\u0131n\u0131n 2022’ye g\u00f6re 15,6 puanl\u0131k art\u0131\u015fla y\u00fczde 41,3’ten y\u00fczde 56,9’a y\u00fckseldi\u011fi bilgisini payla\u015ft\u0131.<\/p>\n

Bah\u00e7\u0131van, “Son 12 y\u0131ll\u0131k ortalamas\u0131 y\u00fczde 57 olan bu oran, y\u0131llardan beri sanayicinin elde etti\u011fi k\u00e2r\u0131n yar\u0131dan fazlas\u0131n\u0131 finansman giderlerine ay\u0131rmak zorunda kald\u0131\u011f\u0131 ger\u00e7e\u011fini ortaya koyuyor. Mali bor\u00e7lar 2022’ye g\u00f6re y\u00fczde 54 art\u0131\u015fla 1,3 trilyon liradan 2 trilyon liraya \u00e7\u0131kt\u0131. Di\u011fer bor\u00e7lar da y\u00fczde 66’ya yak\u0131n bir art\u0131\u015fla 1,2 trilyon liradan 2 trilyon liraya y\u00fckseldi.” a\u00e7\u0131klamas\u0131nda bulundu.<\/p>\n

2022’ye benzer \u015fekilde 2023’te de di\u011fer bor\u00e7lar\u0131n mali bor\u00e7lar\u0131n \u00fczerinde bir b\u00fcy\u00fcme sergiledi\u011fini aktaran Bah\u00e7\u0131van, “Bor\u00e7lar\u0131n vadelerine g\u00f6re geli\u015fimine bakt\u0131\u011f\u0131m\u0131zda, bir y\u0131l \u00f6ncesine g\u00f6re k\u0131sa vadeli mali bor\u00e7larda y\u00fczde 53, uzun vadeli mali bor\u00e7larda ise y\u00fczde 56 oran\u0131nda art\u0131\u015f s\u00f6z konusu. B\u00f6ylece mali bor\u00e7larda k\u0131sa vade a\u011f\u0131rl\u0131\u011f\u0131n\u0131n \u00e7ok hafif bir azalmaya ra\u011fmen y\u00fczde 51,7 ile s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6r\u00fcyoruz.” de\u011ferlendirmesinde bulundu.<\/p>\n

“Sanayimiz AR-GE’ye daha fazla odaklanmal\u0131”<\/b><\/p>\n

\u0130SO Y\u00f6netim Kurulu Ba\u015fkan\u0131 Bah\u00e7\u0131van, 2023’te kendilerini en \u00e7ok sevindiren geli\u015fmelerden birinin teknoloji alan\u0131nda ya\u015fand\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n

Bah\u00e7\u0131van, yarat\u0131lan katma de\u011ferle ilgili verileri payla\u015farak, \u015f\u00f6yle devam etti:<\/p>\n

“Orta-y\u00fcksek ve y\u00fcksek teknolojili sanayilerin br\u00fct katma de\u011ferdeki toplam pay\u0131n\u0131n 2022’ye g\u00f6re 4 puanl\u0131k art\u0131\u015fla y\u00fczde 37,4’e \u00e7\u0131karak \u015fimdiye kadarki en y\u00fcksek d\u00fczeyine ula\u015fmas\u0131, sanayi sekt\u00f6r\u00fcm\u00fcz i\u00e7in uzun s\u00fcredir arzu etti\u011fimiz teknolojik d\u00f6n\u00fc\u015f\u00fcm konusunda bizlere umut \u0131\u015f\u0131\u011f\u0131 oldu. Nitekim \u0130SO 500’deki AR-GE harcamas\u0131 yapan kurulu\u015flar\u0131n say\u0131s\u0131na bu \u00e7er\u00e7eveden bakt\u0131\u011f\u0131m\u0131zda 2018’e kadar kademeli bir \u015fekilde ya\u015fanan art\u0131\u015f\u0131n daha sonra dura\u011fanla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. 2023’te s\u00f6z konusu say\u0131 ge\u00e7en y\u0131la g\u00f6re 5 adet artarak 265’e y\u00fckselmi\u015f olmas\u0131na ra\u011fmen, bu durum sanayimizin teknoloji ve yenilik \u00fcretebilen bir yap\u0131ya kavu\u015fabilmesi i\u00e7in AR-GE’yi daha \u00e7ok oda\u011f\u0131na almas\u0131 gerekti\u011fi ger\u00e7e\u011fini de\u011fi\u015ftirmiyor.”<\/p>\n

Ge\u00e7en y\u0131l \u0130SO 500 ara\u015ft\u0131rmas\u0131n\u0131, ya\u015fan\u0131lan b\u00fcy\u00fck deprem felaketinin yol a\u00e7t\u0131\u011f\u0131 “m\u00fccbir sebep hali” nedeniyle eyl\u00fclde a\u00e7\u0131klad\u0131klar\u0131n\u0131 hat\u0131rlatan Bah\u00e7\u0131van, \u0130SO 500’\u00fcn t\u00fcm finansal g\u00f6stergelerinin bir \u00f6ng\u00f6r\u00fcden \u00e7\u0131k\u0131p sanayinin 2023’teki ger\u00e7ekli\u011fine d\u00f6n\u00fc\u015ft\u00fc\u011f\u00fcn\u00fcn resmi olarak g\u00f6r\u00fclmesi gerekti\u011fini vurgulad\u0131.<\/p>\n

Bah\u00e7\u0131van, \u0130SO 500’\u00fcn 2023 sonu\u00e7lar\u0131n\u0131 bir anlamda “finansal istikrardan uzakla\u015fman\u0131n ilk etkisinin y\u00fcksek enflasyon olaca\u011f\u0131, enflasyonist bir b\u00fcy\u00fcme yap\u0131s\u0131n\u0131n da nitelikli ve s\u00fcrd\u00fcr\u00fclebilir olamayaca\u011f\u0131” ger\u00e7e\u011fini g\u00f6steren mikro bir laboratuvar olarak g\u00f6r\u00fclmesi gerekti\u011fine dikkati \u00e7ekti.<\/p>\n

\u201cY\u00fcksek enflasyon \u015firket bilan\u00e7olar\u0131nda ge\u00e7ici bir ill\u00fczyon yaratt\u0131\u201d<\/b><\/p>\n

Y\u00fcksek enflasyon \u015firket bilan\u00e7olar\u0131nda ge\u00e7ici bir ill\u00fczyon yaratt\u0131\u011f\u0131n\u0131n alt\u0131n\u0131 \u00e7izen Bah\u00e7\u0131van, konu\u015fmas\u0131n\u0131 \u015f\u00f6yle tamamlad\u0131:<\/p>\n

“Zaman ge\u00e7tik\u00e7e ger\u00e7eklerle y\u00fczle\u015fiyoruz. \u0130SO 500’\u00fcn temel g\u00f6stergelerinin bize s\u00f6yledi\u011fi de bu. Bizim reel sekt\u00f6r olarak ya\u015fad\u0131klar\u0131m\u0131z bir yana, y\u00fcksek enflasyonun kamu maliyesi, mali d\u00fcnya ve hepsinden de \u00f6nemlisi toplumda yaratm\u0131\u015f oldu\u011fu hasar b\u00fcy\u00fck. \u00c7\u00fcnk\u00fc enflasyon sadece ekonomik bir hasar de\u011fil, sosyolojik, psikolojik ve en \u00f6nemlisi ahlaki, etik bir etki de yarat\u0131yor. \u0130SO 500’\u00fcn bu y\u0131lki sonu\u00e7lar\u0131 i\u00e7 ve d\u0131\u015f ekonomik konjonkt\u00fcre ba\u011fl\u0131 olarak biraz karamsar olabilir. Ama T\u00fcrk sanayisinin en zor \u015fartlarda dahi kendi ana faaliyetinde eri\u015fmi\u015f oldu\u011fu birikim ve dayan\u0131kl\u0131l\u0131k g\u00fcc\u00fcyle \u00fcretimini ba\u015far\u0131yla s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6stermesi a\u00e7\u0131s\u0131ndan da \u00e7ok de\u011ferlidir. Finansal istikrar\u0131n yeniden kazan\u0131larak, y\u00fcksek enflasyonun yenilmesi halinde sanayimizin \u00fclke ekonomisine katk\u0131lar\u0131n\u0131n artarak devam edece\u011finden hi\u00e7bir ku\u015fku duymuyorum. Payla\u015ft\u0131\u011f\u0131m\u0131z tablo, her f\u0131rsatta dile getirdi\u011fimiz s\u00fcrd\u00fcr\u00fclebilir, istikrarl\u0131 ve kaliteli b\u00fcy\u00fcme i\u00e7in finansal istikrar\u0131n ne kadar \u00f6nemli oldu\u011funun bir g\u00f6stergesi olarak g\u00f6r\u00fclmelidir.”<\/p>\n<\/div>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/isobahcivan-yuksek-enflasyon-sirket-bilancolarinda-gecici-bir-illuzyon-yaratti-2355309<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130SO Y\u00f6netim Kurulu Ba\u015fkan\u0131 Erdal Bah\u00e7\u0131van, \u0130SO 500’\u00fcn 2023 y\u0131l\u0131 sonu\u00e7lar\u0131n\u0131 de\u011ferlendirdi. Bah\u00e7\u0131van bu y\u0131lki sonu\u00e7lar\u0131n i\u00e7 ve d\u0131\u015f ekonomik konjonkt\u00fcre ba\u011fl\u0131 olarak biraz karamsar olabilece\u011fini belirtirken y\u00fcksek enflasyonun \u015firket bilan\u00e7olar\u0131nda…<\/p>\n","protected":false},"author":1,"featured_media":4653,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[597,223,793,296,568],"manset":[],"class_list":["post-4652","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-597","tag-artis","tag-bahcivan","tag-kar","tag-sanayi"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/4652","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=4652"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/4652\/revisions"}],"predecessor-version":[{"id":4654,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/4652\/revisions\/4654"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/4653"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=4652"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=4652"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=4652"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=4652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}