Risk of deteriorating supply and demand conditions in the Chinese market and falling raw material prices for recycled products
First written in FY2024-Q1. 4 of 9 entries say "Materialised", first in FY2024-Q2. Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026MitigatedAnnual report
「In addition to cost reductions resulting from stable production at the Kakegawa Plant, demand trends in the recycling market were recovering and shipment volumes remained solid.」
In response to recycling business risks from deteriorating supply and demand conditions, centered on the Chinese market, and machinery trouble, demand recovery, stable production and cost reductions were reported, and operating profit of ¥25.855 million was recorded. - 2026-05-14MitigatedRevision to earnings forecast
「リサイクル市場の需要動向は回復傾向にあり、出荷数量は順調に推移しております。」
前年度までのリサイクル市場の需給悪化に対し、需要回復と出荷数量の順調な推移が示された。 - FY2026-H1MitigatedAnnual report
「Demand trends in the recycling market were recovering, and shipment volumes remained solid. Production also progressed smoothly, with no significant trouble or stoppages involving machinery or equipment, leading to lower manufacturing costs and higher profit margins per unit of product.」
In response to concerns through the previous fiscal year over deteriorating supply and demand conditions, centered on the Chinese market, and machinery trouble, demand recovery, solid shipments and stable operation of machinery and equipment were reported. - FY2025MaterialisedAnnual report
「Demand trends in the recycling market were recovering, and shipment volumes remained solid. However, profit margins declined because temporary production volume declines caused by trouble with machinery at the company's factory increased costs, while the continued weakness in the Chinese economy prevented sufficient pass-through to selling prices.」
Weakness in the Chinese economy and concerns over supply and demand in the recycling market continued from the previous fiscal year, and the inability to pass through costs to selling prices actually resulted in lower profit margins. At the same time, demand trends and shipment volumes were described as recovering. - FY2025-H1MitigatedAnnual report
「Regarding the performance of the business during the current interim consolidated accounting period, demand trends in the recycling market, particularly in Japan, were recovering and shipment volumes remained solid, although production volumes declined temporarily due to machinery trouble.」
Regarding concerns over deteriorating supply and demand conditions in the recycling market that had persisted since the previous fiscal year, demand trends, particularly in Japan, began to recover and shipment volumes remained solid. At the same time, the temporary decline in production due to machinery trouble remained an issue. - FY2024MaterialisedAnnual report
「As measures in response, we worked to reduce purchase prices and secure stable production volumes.」
Against the backdrop of the slowdown in the Chinese economy, deteriorating supply and demand conditions in the domestic recycling market actually occurred. At the same time, the company responded by reducing purchase prices and securing stable production volumes, narrowing its operating loss. - FY2024-Q3MaterialisedAnnual report
「Regarding the status of the business during the cumulative third quarter of the current consolidated fiscal year, although supply and demand conditions in the recycling market, particularly in China, deteriorated, we worked to reduce purchase prices and secure stable production and sales volumes.」
Deteriorating supply and demand conditions in the recycling market, particularly in China, continued to occur. At the same time, the company responded by reducing purchase prices and securing stable production and sales volumes. - FY2024-Q2MaterialisedAnnual report
「Regarding the status of the business during the cumulative second quarter of the current consolidated fiscal year, although supply and demand conditions in the recycling market, particularly in China, deteriorated, we worked to reduce purchase prices and secure stable production and sales volumes.」
Deteriorating supply and demand conditions in the recycling market, particularly in China, actually occurred. At the same time, measures were taken to reduce purchase prices and secure stable production and sales volumes. - FY2024-Q1First statedAnnual report
「However, we will closely monitor the impact on the business from the second quarter onward of the global deterioration in supply and demand conditions, particularly in the Chinese market, and falling raw material prices, particularly for crude oil and naphtha.」
The company newly indicates that deteriorating global supply and demand conditions, centered on the Chinese market, and falling raw material prices may affect results from the second quarter onward in the recycling business.