Star seeds (3083) · RiskFirst stated
Energy Policy and Electricity System Change Risk
First written in FY2026. . Latest entry: FY2026.
2entries
1years
1from disclosures
How it moved
Same theme, other companies
Business impact of electricity system reforms and changes in energy policyA theme 17 companies write about · 16 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2024: 5 of 7 companies on the "Worse" side.
2 other companies' latest entry also says "First stated".
Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 17 companies compared. The sentences above are computed from all 17.Full recordFilings, disclosures and news, newest first
- FY2026First statedAnnual report
「Unexpected changes to these policies and systems, reductions or discontinuation of subsidies and preferential measures, or the introduction of new regulations could affect the Group's business performance and financial condition.」
The Company newly disclosed the risk that revenue from the battery storage business depends on renewable energy policy, electricity market systems, subsidies and regulations. - 2026-04-17First statedManagement plan
「Dependence on China for battery-cell procurement and changes to subsidy programs」
For the grid-scale battery business, dependence on Chinese suppliers, changes to subsidy programs, fluctuations in electricity market prices and foreign-exchange fluctuations were newly organized as risks.