Technoflex (3449) · RiskRestated
Risk of Lower Demand for Engine and Exhaust-System Components Due to Vehicle Electrification
First written in FY2022. 1 of 2 entries say "Restated". Latest entry: FY2023.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Changes in Demand Structure Driven by EV and PHV Adoption and Restructuring of Automotive Production SystemsA theme 58 companies write about · 40 as a headwind · 9 as a tailwind
The whole theme swung hardest in 2022: 11 of 29 companies on the "Worse" side.
21 other companies' latest entry also says "Restated".
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 58 companies compared. The sentences above are computed from all 58.Full recordFilings, disclosures and news, newest first
- FY2023RestatedAnnual report
「電気自動車化の加速により、エンジンや排気系で使用される部材が減少する可能性や、国内の技術者、ＳＥ等の人材不足によるビジネスチャンスの喪失、中国へ進出する場合のカントリーリスク等々のリスクと収益性の向上、コスト削減を課題として認識し、以下の対応を行ってまいります。」
EV化によるエンジン・排気系部材需要の減少可能性を引き続き事業上の課題としている。 - FY2022First statedAnnual report
「The acceleration of the shift to electric vehicles could reduce demand for components used in engines and exhaust systems.」
Identifies the potential decline in demand for conventional engine and exhaust-system components due to faster EV adoption as a business risk.