\u00c7in\u2019in ihracat\u0131, yuan cinsinden \u00f6l\u00e7\u00fcld\u00fc\u011f\u00fcnde, may\u0131s ay\u0131nda y\u0131ll\u0131k bazda %13,8 artt\u0131; \u00f6nceki d\u00f6nemde bu art\u0131\u015f %9,8 seviyesindeydi. Bu h\u0131zlanma, yerel para birimi baz\u0131nda bak\u0131ld\u0131\u011f\u0131nda d\u0131\u015f sevkiyatlarda daha g\u00fc\u00e7l\u00fc bir ivmeye i\u015faret ediyor.<\/p>\n
Son veri, \u00f6nceki de\u011fere k\u0131yasla 4,0 y\u00fczde puanl\u0131k bir art\u0131\u015f\u0131 ifade ediyor. Veriler \u00f6zellikle CNY cinsinden ihracata ili\u015fkin olup may\u0131s ay\u0131 i\u00e7in y\u0131ll\u0131k b\u00fcy\u00fcmeyi g\u00f6stermektedir.<\/p>\n
\u00c7in\u2019in ihracat b\u00fcy\u00fcmesinin %13,8\u2019e s\u0131\u00e7ramas\u0131, beklenmedik derecede g\u00fc\u00e7l\u00fc k\u00fcresel talebin ve sa\u011flam bir imalat sekt\u00f6r\u00fcn\u00fcn net bir g\u00f6stergesi. Bunu k\u0131sa vadede \u00c7in ba\u011flant\u0131l\u0131 varl\u0131klarda pozitif duru\u015f i\u00e7in bir gerek\u00e7e olarak g\u00f6r\u00fcyoruz. FTSE China A50 endeksi \u00fczerinde al\u0131m (call) opsiyonlar\u0131 almay\u0131 de\u011ferlendiriyoruz; zira bu endeks kapsam\u0131ndaki \u015firketler, daha g\u00fc\u00e7l\u00fc bir ticaret ortam\u0131n\u0131n do\u011frudan faydalan\u0131c\u0131lar\u0131 konumunda.<\/p>\n
Bu ihracat g\u00fcc\u00fc, \u00fcretimde kullan\u0131lan sanayi emtialar\u0131na olan talebi art\u0131racakt\u0131r. A\u011fustos vadeli demir cevheri kontratlar\u0131n\u0131n ton ba\u015f\u0131na 115 dolar\u0131n \u00fczerine t\u0131rmand\u0131\u011f\u0131n\u0131 \u015fimdiden g\u00f6rd\u00fck ve \u00e7elik \u00fcretimi artt\u0131k\u00e7a bu trendin s\u00fcrmesini bekliyoruz. Bu nedenle, bak\u0131r vadeli i\u015flemlerindeki uzun pozisyonlar\u0131m\u0131z\u0131 art\u0131r\u0131yoruz; fiyatlar kritik diren\u00e7 seviyelerinin \u00fczerine \u00e7\u0131kt\u0131 ve bu da yukar\u0131 y\u00f6nl\u00fc potansiyelin devam\u0131na i\u015faret ediyor.<\/p>\n
Artan ticaret ak\u0131\u015flar\u0131n\u0131n \u00c7in para birimini de desteklemesi bekleniyor. Offshore yuan (CNH), ABD dolar\u0131na kar\u015f\u0131 7,22\u2019ye kadar g\u00fc\u00e7lenerek son iki ay\u0131n en sa\u011flam seviyesine \u00e7\u0131kt\u0131 ve 7,15\u2019e do\u011fru ilave bir hareket \u00f6ng\u00f6r\u00fcyoruz. Bu do\u011frultuda, sa\u011fl\u0131kl\u0131 bir \u00c7in imalat sekt\u00f6r\u00fcn\u00fcn tarihsel olarak Avustralya\u2019n\u0131n hammadde ihracat\u0131na talebi art\u0131rmas\u0131 nedeniyle Avustralya dolar\u0131nda da pozitif taraftay\u0131z.<\/p>\n
Bu veri, \u00f6zellikle ABD enflasyonunun ge\u00e7en ay %2,8\u2019e gerilemesiyle birlikte, k\u00fcresel yava\u015flamaya ili\u015fkin son d\u00f6nemdeki baz\u0131 endi\u015felere de kar\u015f\u0131t bir sinyal veriyor. Yenilenen bu aktivitenin izlerini navlun oranlar\u0131nda da g\u00f6r\u00fcyoruz: Drewry D\u00fcnya Konteyner Endeksi yaln\u0131zca ge\u00e7en hafta %4 y\u00fckseldi. Bu, emtian\u0131n fiziksel ak\u0131\u015f\u0131n\u0131n h\u0131zland\u0131\u011f\u0131n\u0131 g\u00f6steriyor; b\u00fcy\u00fck lojistik ve deniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 \u015firketleri \u00fczerinde opsiyonlar\u0131 da de\u011ferlendirebiliriz.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz ihracat s\u0131\u00e7ramas\u0131! \u00c7in\u2019in may\u0131s ihracat\u0131 yuan baz\u0131nda %13,8 artt\u0131. K\u00fcresel talep g\u00fc\u00e7lenirken China A50, bak\u0131r ve demir cevheri destek buluyor; CNH ve AUD\u2019de de\u011ferlenme potansiyeli y\u00fckseliyor.<\/p>\n","protected":false},"author":87,"featured_media":47803,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49547","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/49547","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=49547"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49547\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47803"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49547"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49547"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}