{"id":48164,"date":"2026-03-06T07:20:25","date_gmt":"2026-03-06T07:20:25","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/rabobanktan-elwin-de-groot-abnin-sanayi-hizlandirma-yasasinin-sanayiyi-yeniden-insa-edecegini-bagimliliklari-azaltacagini-ve-karbonsuzlasmayi-hizlandiracagini-soyledi\/"},"modified":"2026-03-06T07:20:25","modified_gmt":"2026-03-06T07:20:25","slug":"rabobanktan-elwin-de-groot-abnin-sanayi-hizlandirma-yasasinin-sanayiyi-yeniden-insa-edecegini-bagimliliklari-azaltacagini-ve-karbonsuzlasmayi-hizlandiracagini-soyledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/rabobanktan-elwin-de-groot-abnin-sanayi-hizlandirma-yasasinin-sanayiyi-yeniden-insa-edecegini-bagimliliklari-azaltacagini-ve-karbonsuzlasmayi-hizlandiracagini-soyledi\/","title":{"rendered":"Rabobank\u2019tan Elwin de Groot, AB\u2019nin Sanayi H\u0131zland\u0131rma Yasas\u0131\u2019n\u0131n sanayiyi yeniden in\u015fa edece\u011fini, ba\u011f\u0131ml\u0131l\u0131klar\u0131 azaltaca\u011f\u0131n\u0131 ve karbonsuzla\u015fmay\u0131 h\u0131zland\u0131raca\u011f\u0131n\u0131 s\u00f6yledi"},"content":{"rendered":"Avrupa Komisyonu, Avro B\u00f6lgesi\u2019nin sanayi taban\u0131n\u0131 yeniden g\u00fc\u00e7lendirmek, se\u00e7ili sekt\u00f6rlerde karbon sal\u0131m\u0131n\u0131 azaltma s\u00fcrecini (dekarbonizasyon: \u00fcretimde fosil yak\u0131t kaynakl\u0131 emisyonlar\u0131 d\u00fc\u015f\u00fcrme) h\u0131zland\u0131rmak, d\u0131\u015f teknoloji ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 azaltmak ve tedarik zinciri dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 (tedarik zinciri dayan\u0131kl\u0131l\u0131\u011f\u0131: \u00fcretim ve lojistikte kesintilere kar\u015f\u0131 ayakta kalma kapasitesi) art\u0131rmak i\u00e7in Sanayi H\u0131zland\u0131r\u0131c\u0131 Yasas\u0131\u2019n\u0131 kabul etti. Ayr\u0131ca ekonomik g\u00fcvenli\u011fi (ekonomik g\u00fcvenlik: kritik \u00fcr\u00fcn ve teknolojilere eri\u015fimin siyasi\/jeopolitik risklere kar\u015f\u0131 korunmas\u0131) g\u00fc\u00e7lendirmeyi hedefliyor.\n\nYasa ba\u015flang\u0131\u00e7ta \u00e7elik, \u00e7imento, al\u00fcminyum, otomotiv ve net-s\u0131f\u0131r teknoloji \u00fcretimini (net-s\u0131f\u0131r teknoloji: r\u00fczg\u00e2r, g\u00fcne\u015f, batarya, \u0131s\u0131 pompas\u0131 gibi emisyonu azaltan teknolojiler) kaps\u0131yor. Kapsam\u0131n daha sonra di\u011fer sekt\u00f6rlere geni\u015fletilmesine izin veriyor.\n\n<h3>Yat\u0131r\u0131m Denetimi ve Yerli \u0130\u00e7erik<\/h3>\n100 milyon avronun \u00fczerindeki yat\u0131r\u0131mlarda, ilgili sekt\u00f6rde k\u00fcresel kapasitenin %40\u2019\u0131ndan fazlas\u0131 tek bir AB d\u0131\u015f\u0131 \u00fclkenin kontrol\u00fcndeyse ek kurallar devreye giriyor. Bunlar zorunlu teknoloji transferi (teknoloji transferi: bilgi, \u00fcretim y\u00f6ntemi ve fikri haklar\u0131n payla\u015f\u0131m\u0131), yerli i\u00e7erik kurallar\u0131 (yerli i\u00e7erik: \u00fcr\u00fcn\u00fcn belli oran\u0131n\u0131n AB i\u00e7inde \u00fcretilen girdi ve par\u00e7alarla yap\u0131lmas\u0131), nitelikli istihdam yaratma ve i\u015f g\u00fcc\u00fcn\u00fcn en az %50\u2019sinin AB\u2019den olmas\u0131 \u015fart\u0131n\u0131 i\u00e7eriyor.\n\nTeklif \u015fimdi Avrupa Parlamentosu ile Konsey aras\u0131nda m\u00fczakerelere gidiyor; metinde de\u011fi\u015fiklik yap\u0131labilir. Politico\u2019ya g\u00f6re, baz\u0131 sekt\u00f6rlerin \u00e7\u0131kar\u0131lmas\u0131 ihtimali dahil son dakika d\u00fczenlemeleri nihai yasay\u0131 de\u011fi\u015ftirebilir.\n\n<h3>\u015eirket ve Makro \u0130\u015flem Etkileri<\/h3>\nYerli i\u00e7erik kurallar\u0131 ve yat\u0131r\u0131m denetiminden fayda g\u00f6rmesi beklenen belirli Avrupal\u0131 \u015firketlerde uzun pozisyon (uzun pozisyon: fiyat art\u0131\u015f\u0131ndan kazan\u00e7 hedefleyen i\u015flem) i\u00e7in g\u00fc\u00e7l\u00fc bir gerek\u00e7e var. \u00d6rne\u011fin Avrupa ye\u015fil teknoloji ETF\u2019leri (ETF: borsada i\u015flem g\u00f6ren, bir\u00e7ok varl\u0131\u011f\u0131 birlikte izleyen fon) y\u0131l ba\u015f\u0131ndan bu yana genel piyasay\u0131 %3\u2019ten fazla geride b\u0131rakt\u0131; bu, yat\u0131r\u0131mc\u0131 g\u00fcvenine i\u015faret ediyor. B\u00fcy\u00fck Avrupal\u0131 otomotiv \u00fcreticileri ve 1. kademe tedarik\u00e7iler (Tier 1: ana \u00fcreticiye do\u011frudan par\u00e7a veren b\u00fcy\u00fck tedarik\u00e7i) i\u00e7in al\u0131m opsiyonlar\u0131 (call option: belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) de\u011ferlendirilebilir; \u00e7\u00fcnk\u00fc art\u0131k elektrikli ara\u00e7 bataryas\u0131 gibi par\u00e7alar\u0131 blok i\u00e7inden tedarik etmeye te\u015fvik ediliyorlar.\n\nBuna kar\u015f\u0131l\u0131k, bu sekt\u00f6rlere tedarik sa\u011flayan zincirlerde bask\u0131n AB d\u0131\u015f\u0131 \u015firketler daha zorlu bir d\u00f6neme giriyor. 2025\u2019in 4. \u00e7eyre\u011finden beri, piyasan\u0131n yeni ticari s\u00fcrt\u00fc\u015fmeleri (ticari s\u00fcrt\u00fc\u015fme: kurallar, kotalar, denetimler nedeniyle artan maliyet ve gecikmeler) fiyatlamas\u0131yla baz\u0131 AB d\u0131\u015f\u0131 sanayi malzemesi ve batarya bile\u015feni tedarik\u00e7ilerinin de\u011ferlemeleri (de\u011ferleme: \u015firketin piyasa de\u011ferinin\/\u00e7arpanlar\u0131n\u0131n seviyesi) zay\u0131flad\u0131. Bir \u201c\u00e7ift i\u015flem\u201d (pairs trade: ayn\u0131 sekt\u00f6rde bir varl\u0131kta uzun, di\u011ferinde k\u0131sa pozisyon alarak piyasa y\u00f6n\u00fcnden ba\u011f\u0131ms\u0131z getiri arama), \u00f6rne\u011fin b\u00fcy\u00fck bir Avrupal\u0131 \u00e7elik \u00fcreticisinde uzun ve Avrupa pazar\u0131na ba\u011f\u0131ml\u0131 AB d\u0131\u015f\u0131 rakipte k\u0131sa pozisyon (k\u0131sa pozisyon: fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden kazan\u00e7 hedefleyen i\u015flem) ile genel piyasa hareketlerine kar\u015f\u0131 korunma sa\u011flayabilir.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>Br\u00fcksel\u2019den sanayiye yeni kalkan: Sanayi H\u0131zland\u0131r\u0131c\u0131 Yasas\u0131 \u00e7elikten bataryaya yerli i\u00e7erik ve 100 milyon \u20ac \u00fczeri yat\u0131r\u0131m denetimi getiriyor. AB \u015firketleri i\u00e7in long, d\u0131\u015f tedarik\u00e7iler i\u00e7in bask\u0131 sinyali.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48164","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=48164"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48164\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48164"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48164"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}