Deutschlands pathologischer Exportboom

Deutschland ist der Industriegüterbasar dieser Welt. Kein anderes Land kann seinen internationalen Kunden eine derartige Bandbreite an industriell gefertigten Produkten bieten. In Deutschland sind über 450 unbekannte Weltmarktführer für Nischenprodukte beheimatet und dort werden 15 der 20 größten Handelsmessen dieser Welt veranstaltet. Außerdem ist das Land Spitzenreiter im Export von Handelswaren und zweitgrößter Exporteur von Waren und Dienstleistungen.

Allerdings entwickelt sich Deutschland schrittweise zu einer Basar-Ökonomie, denn heutzutage spezialisiert man sich auf das Verpacken und Verkaufen der Produkte, während ein immer größerer Anteil der wertschöpfungsintensiven Produktion in Niedriglohnländer abwandert. Anders gesagt:  Deutschlands Rolle in der Weltwirtschaft wandelt sich allmählich vom Produzenten zum Händler. Infolgedessen steigt der Anteil der importierten Güter und Dienstleistungen an den Exporten ständig an, während die einheimische Wertschöpfung pro Produktionseinheit im Export rapide sinkt.

Das bedeutet nicht, dass der in Deutschland hergestellte Anteil an den Exporten in absoluten Zahlen fällt, sondern nur, dass das gesamte Exportvolumen rascher wächst, als die in diesen Exporten enthaltene gesamte deutsche Wertschöpfung. 

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