AB-Çin arasındaki ticaret açığı günlük 1 milyar avroyu aşıyor; küresel baskı artıyor

Kısaca

Günlük ticaret açığı günde günde €1 milyar seviyesinde. Açık, Türkiye için küresel ticaret dengesinde baskı oluşturabilir. İzlenecek yol: AB ve Çin'den gelecek yeni adımlar ve ticaret verileri.

Ana mesele

AB ile Çin arasındaki ticaret açığı büyüyor ve günde yaklaşık €1 milyar gümrük açığı oluşuyor

Ne değişti?

Veri, açığın üçe bire yakın bir orana yükseldiğini gösteriyor; Avrupa ihracatı Çin'e düşerken ithalatı artıyor

Beni nasıl etkiler?

Okuyucular için ticaret maliyetleri ve politika baskıları artabilir

Ne oldu?

Guardian kaynağına göre AB, Çin'den yaptığı ithalatta ihracattan daha hızlı artış yaşıyor.

Neden şimdi?

Çin’in Avrupa’ya satış yapması artarken Avrupa Çin’den daha az satın alıyor; yaz-döneminde veri yükseldi.

Neden önemli?

Küresel ticaret dengesi ve Avrupa ekonomileri için maliyet baskısı artıyor.

Kimler etkileniyor?

• Avrupa işletmeleri
• Çin ile ticaret yapan tedarik zincirleri

Sektör ve piyasa etkisi

Ticaret açığı nedeniyle Avrupalı firmaların maliyet yapıları ve karlılık olumsuz etkilenebilir

Riskler

• Ticaret savaşı riskinin artması
• Tedarik zinciri kırılganlığı
• Politika baskılarının yükselmesi

Takip edilmesi gerekenler

• Çin-AB görüşmelerinin ilerleyişi
• AB Komisyonu’nun önerdiği tedbirler
• İthalat/ihraç verilerinin sonraki ayları

Haberin tamamı

China and the EU are locked in talks about averting a trade war. Photograph: AFP/Getty Images View image in fullscreen China and the EU are locked in talks about averting a trade war. Photograph: AFP/Getty Images International trade EU spends three times more on imports from China than bloc exports there Study shows trade deficit ran at more than €1bn a day in July, days before Xi Jinping’s summit with Donald Trump

Prefer the Guardian on Google Consumers and businesses in the EU are spending three times more on Chinese imports than their counterparts in China are buying from the bloc, a study has shown.

Customs data showed the gap between the EU’s imports from China and exports to China, the trade deficit, ran at more than €1bn (£860m) a day in July.

The new data comes just days after the EU commission president, Ursula von der Leyen, said the trade imbalance must be arrested, and before Xi Jinping’s summit with Donald Trump on Thursday in Washington.

Read more The Mercator Institute for China Studies (Meric) said: “The problem is no longer simply that the EU is buying more Chinese goods. China is selling more to Europe while buying less from it.”

China and the EU are locked in talks about averting a trade war, and the EU’s trade commissioner Maroš Šefčovič will travel to Beijing to meet his Chinese counterpart on 8 October.

“With the bilateral deficit now exceeding €1bn a day, the widening imbalance will almost certainly be high on the agenda at the planned EU-China meeting in October,” Meric said.

Analysis of Chinese customs data by Meric showed the EU’s trade deficit hit €36.5bn in July alone, up from €32.2bn in July 2025. From January to July the total deficit now stands at €234bn, about €21bn more than the first seven months of 2025.

“The imbalance has now moved beyond three to one. For every €1 of goods the EU exported to China in July, it imported €3.10. The deficit was equivalent to €1.18bn a day,” Meric said.

Sources in Brussels said one of the measures being considered is introducing quotas on hybrid vehicles and certain types of chemicals imported from China.

The Financial Times reported last week that the EU has asked China to voluntarily reduce exports of hybrids, as sales rocketed after the imposition of extra tariffs beyond the 10% levy applying to all third-country car imports.

The latest figures show imports of hybrid cars that do not have to be plugged in have grown tenfold from just under 4,000 vehicles sold in October 2024, to 50,000 in July 2026.

China has repeatedly warned it is ready for a trade war but its commerce ministry last week maintained diplomacy before the October summit.

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“Any solution ​between China and the EU must ensure a ​balance of interests, comply ‌with World Trade Organization ​rules and ​the respective domestic laws of every side, and fully take into account the interests of industries on both sides,” it said.

Chinese exports will be high on the agenda at Thursday’s summit in Washington, with expectations that a 12-month suspension of Beijing’s rare earth export restrictions will be extended.

Kurt Tong, the former US consul general to Hong Kong and managing director of the Asia Group strategic advisory firm, said if a reprieve was not announced this week it could be announced at Asia Pacific Economic Corporation summit next month.

China introduced the rare earth export restrictions in April 2025, almost bringing the car industry in the EU, Mexico, US and the UK to a halt amid shortages of permanent magnets.

It suspended the ban last October when Trump met Xi in South Korea but did not offer any further concessions when the two presidents last met in May in Beijing.

Kaynaklar

• The Guardian - Economics