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Toyota Motor ve Honda<\/a> Motor, bu hafta ilk \u00e7eyrek k\u00e2rlar\u0131n\u0131n zay\u0131f \u00e7\u0131kmas\u0131 bekleniyor. ABD’nin ithalat vergileri ve g\u00fc\u00e7l\u00fc yen, en b\u00fcy\u00fck yurt d\u0131\u015f\u0131 pazarlar\u0131nda hibrit ara\u00e7lara olan g\u00fc\u00e7l\u00fc talebe ra\u011fmen k\u00e2rlar\u0131 olumsuz etkiliyor.<\/p>\n Japon otomobil \u00fcreticileri, ithalat vergilerinin ara\u00e7 fiyatlar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ve t\u00fcketici talebinin dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 s\u0131nad\u0131\u011f\u0131 ABD’de artan belirsizlikle kar\u015f\u0131 kar\u015f\u0131ya. Yat\u0131r\u0131mc\u0131lar, Japonya’n\u0131n en b\u00fcy\u00fck iki otomobil \u00fcreticisinin bu y\u00fckleri nas\u0131l telafi etti\u011fine dair ipu\u00e7lar\u0131 arayacak.<\/p>\n LSEG’nin yedi analistin ortalama tahminine g\u00f6re, d\u00fcnyan\u0131n en \u00e7ok satan otomobil \u00fcreticisi Toyota’n\u0131n Per\u015fembe g\u00fcn\u00fc a\u00e7\u0131klayaca\u011f\u0131 i\u015fletme kar\u0131n\u0131n bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 31 d\u00fc\u015f\u00fc\u015fle 902 milyar yen (6,14 milyar dolar) olaca\u011f\u0131 tahmin ediliyor. Bu, iki y\u0131ldan fazla bir s\u00fcredir en zay\u0131f \u00e7eyrek sonucu olacak.<\/p>\n Honda’n\u0131n \u00c7ar\u015famba g\u00fcn\u00fc i\u015fletme kar\u0131nda y\u00fczde 36’l\u0131k bir d\u00fc\u015f\u00fc\u015fle 311,7 milyar yen a\u00e7\u0131klayaca\u011f\u0131 ve bu d\u00fc\u015f\u00fc\u015f\u00fcn \u00fcst \u00fcste ikinci \u00e7eyreklik d\u00fc\u015f\u00fc\u015f olaca\u011f\u0131 tahmin ediliyor. Otomobil<\/a> \u00fcreticisi, y\u0131l sonu kar\u0131nda y\u00fczde 59’luk bir d\u00fc\u015f\u00fc\u015f \u00f6ng\u00f6rm\u00fc\u015ft\u00fc.<\/p>\n Di\u011fer Japon otomobil \u00fcreticileri ve tedarik\u00e7ileri de, g\u00fcmr\u00fck vergileri ve bir y\u0131l \u00f6nceki ayn\u0131 d\u00f6neme k\u0131yasla daha g\u00fc\u00e7l\u00fc olan para biriminin yaratt\u0131\u011f\u0131 ayn\u0131 bask\u0131lar nedeniyle, daha zay\u0131f kazan\u00e7lar bildirdi.<\/p>\n CLSA’n\u0131n otomobil analisti Christopher Richter, \u201c\u0130lk \u00e7eyrek Toyota i\u00e7in zorlu ge\u00e7ecek. \u0130lerleyen d\u00f6nemde i\u015fler daha kolayla\u015facak\u201d diyen Richter, g\u00fcmr\u00fck vergilerinin d\u00fc\u015f\u00fcr\u00fclmesinin bir miktar rahatlama sa\u011flayaca\u011f\u0131n\u0131 belirtti.<\/p>\n HONDA’NIN SIKINTISI ARTAB\u0130L\u0130R<\/strong><\/p>\n \u00d6zellikle Honda’n\u0131n ABD’ye ba\u011f\u0131ml\u0131l\u0131\u011f\u0131, di\u011fer b\u00f6lgelerdeki sat\u0131\u015flar\u0131n d\u00fc\u015fmesi nedeniyle son y\u0131llarda daha da derinle\u015fti. ABD d\u0131\u015f\u0131nda, her iki \u015firket de Kanada ve Meksika’da ABD pazar\u0131 i\u00e7in \u00f6nemli modeller \u00fcretiyor.<\/p>\n Honda i\u00e7in ABD, y\u0131l\u0131n ilk yar\u0131s\u0131nda toplam sat\u0131\u015flar\u0131n yakla\u015f\u0131k be\u015fte ikisini olu\u015fturdu. \u00c7in, Asya ve Avrupa’da \u00e7ift haneli d\u00fc\u015f\u00fc\u015flerin etkisiyle, \u015firketin k\u00fcresel sat\u0131\u015flar\u0131 bu d\u00f6nemde y\u00fczde 5 geriledi.<\/p>\n Toyota’n\u0131n k\u00fcresel sat\u0131\u015flar\u0131, geleneksel benzinli ara\u00e7lara g\u00f6re genellikle daha y\u00fcksek kar<\/a> marj\u0131na sahip olan benzinli-elektrikli hibrit ara\u00e7lara olan g\u00fc\u00e7l\u00fc talep sayesinde bu d\u00f6nemde y\u00fczde 6 artt\u0131. Camry ve Sienna hibrit modelleri ABD’de g\u00fc\u00e7l\u00fc sat\u0131\u015flar\u0131n\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n \u015eirket, son aylarda \u00c7in’de de daha iyi performans g\u00f6sterdi ve y\u0131l\u0131n ilk yar\u0131s\u0131nda ara\u00e7 sat\u0131\u015flar\u0131nda y\u0131ll\u0131k y\u00fczde 7 art\u0131\u015f kaydetti.<\/p>\n Honda, May\u0131s ay\u0131nda talebin yava\u015flamas\u0131 nedeniyle elektrikli ara\u00e7lara yapt\u0131\u011f\u0131 yat\u0131r\u0131m\u0131 azaltaca\u011f\u0131n\u0131 ve \u00e7e\u015fitli yenilenmi\u015f modellerle hibrit ara\u00e7lara odaklanaca\u011f\u0131n\u0131 a\u00e7\u0131klam\u0131\u015ft\u0131. \u015eirket, elektrikli ara\u00e7lara olan talebin yava\u015flamas\u0131 nedeniyle Kanada’da bir elektrikli ara\u00e7 \u00fcretim \u00fcss\u00fc kurma planlar\u0131n\u0131 daha \u00f6nce ertelemi\u015fti.<\/p>\n<\/div>\n