Weakness in auto-related industries due to sluggish domestic automobile production
First written in FY2016-Q2. 11 of 34 entries say "Mitigated", first in FY2016. Latest entry: 2026-10-08.
Kawaguchi Chemical Industry moved to the "Worse" side of this theme in 2020, 1 year after the typical company in this theme (2019).
The whole theme swung hardest in 2025: 3 of 7 companies on the "Worse" side.
6 other companies' latest entry also says "Mitigated".
- 2026-10-08MitigatedEarnings forecast revision
「Demand for related chemicals remained firm as domestic automobile production recovered.」
The recovery in domestic automobile production is cited as a reason for the upward revision to the earnings forecast through firm demand for related chemicals. - FY2026-H1MitigatedAnnual report
「In the automotive industry closely related to our Group, Chinese automakers have been gaining ground, led by electric vehicles. Although domestic production varies significantly by manufacturer, demand for hybrid electric vehicles (HEVs) is strong, and overall production is on a gradual recovery trend.」
While the rise of Chinese EV manufacturers represents a competitive factor, domestic vehicle production overall began a gradual recovery, supported by strong demand for HEVs. - 2026-04-10MitigatedEarnings
「Domestic production fell sharply at the end of 2025, but although conditions varied considerably by manufacturer, it entered a recovery trend in 2026 and improved moderately.」
The company states that domestic automobile production shifted from a decline at the end of 2025 to a recovery trend in 2026. - FY2025WorsenedAnnual report
「Domestic production in the first half of 2025 (January–June) recovered from production cuts caused by shipment suspensions and other measures related to last year's certification irregularities, and production volumes increased year on year. However, since July, the challenging export environment has also affected domestic production, which has continued to decline year on year.」
Production recovered from the cuts following the certification irregularities from the beginning of the year through June, but domestic production has remained below the previous year's level since July due to deterioration in the export environment. - FY2025-H1MitigatedAnnual report
「In the automotive industry closely related to our Group, domestic production continued to recover gradually, partly due to front-loaded demand ahead of U.S. tariff increases.」
Although sluggish domestic vehicle production due to certification irregularities and other issues had been reported in the previous period, production began to recover gradually in the current interim period, partly due to front-loaded demand. - FY2024WorsenedAnnual report
「In the automotive industry closely related to our Group, production remained firm in North America but fell below the previous period's level in Southeast Asia. In Japan as well, production remained sluggish due to the impact of shipment suspensions and production cuts stemming from certification irregularities at some automakers.」
Domestic vehicle production deteriorated from the previous impact of stoppages due to quality issues to the more specific impact of shipment suspensions and production cuts due to certification irregularities. quantified=false、materialized=true。 - FY2024-Q2Vehicle production is recovering, but the impact of shutdowns due to quality issues continues.Annual report
「In the automotive industry closely related to our Group, production began to recover, but the impact of production stoppages due to quality issues at some manufacturers continues.」
Vehicle production began to recover, while the impact of production stoppages due to quality issues at some manufacturers remains. - FY2024-Q1MitigatedAnnual report
「In the automotive industry closely related to our Group, domestic vehicle production remained strong as supplies of semiconductors and other components improved.」
Supplies of semiconductors and other components improved, and domestic vehicle production remained strong. Conditions improved from the previous situation in which supply constraints and production declines had continued. - FY2023MitigatedAnnual report
「In the automotive industry closely related to our Group, vehicle production in Japan continued to trend higher against the backdrop of easing supply constraints and an improved supply-demand balance.」
Easing supply constraints and an improved supply-demand balance led to an upward trend in domestic vehicle production. - FY2023-Q2MitigatedAnnual report
「In the automotive industry closely related to our Group, constraints on the supply of semiconductors and other components eased, and domestic vehicle production exceeded the previous year's level.」
Constraints on semiconductor and component supplies eased, and domestic vehicle production exceeded the previous year's level. - FY2023-Q1MitigatedAnnual report
「In the automotive industry closely related to our Group, domestic vehicle production exceeded the level in the same period of the previous year, although the effects of the global semiconductor shortage remained.」
Although the effects of the semiconductor shortage remained, domestic vehicle production exceeded the level in the same period of the previous year, improving from the previous phase of declining production and plant shutdowns. - FY2022WorsenedAnnual report
「In the automotive industry closely related to our Group, production adjustments continued due to supply chain disruptions caused by lockdowns in China, prolonged shortages of semiconductor components and disruptions to logistics networks.」
The combination of lockdowns in China, semiconductor component shortages and logistics network disruptions led to continued production adjustments in the automotive industry. - FY2022-Q3WorsenedAnnual report
「In the automotive industry closely related to our Group, production adjustments were implemented due to the global semiconductor shortage, logistics disruptions and plant shutdowns caused by a surge in infections with COVID-19 variants, and domestic vehicle production declined.」
Against the backdrop of production adjustments implemented due to the semiconductor shortage, logistics disruptions and plant shutdowns caused by a surge in infections with COVID-19 variants, a decline in domestic vehicle production was reported. - FY2022-Q2WorsenedAnnual report
「In the automotive industry closely related to our Group, production adjustments were implemented due to the global semiconductor shortage, logistics disruptions and plant shutdowns caused by a surge in infections with the Omicron variant of COVID-19.」
In addition to the semiconductor shortage, logistics disruptions and plant shutdowns caused by the spread of the Omicron variant led to adjustments in vehicle production. - FY2022-Q1RestatedAnnual report
「In the automotive industry closely related to our Group, production cuts continued at major automakers due to the global semiconductor shortage and supply chain disruptions caused by the spread of COVID-19. In Japan as well, parts supply shortages arose due to the semiconductor shortage and the resurgence of infectious diseases in emerging Asian countries, leading to the suspension of operations at some vehicle production plants and affecting vehicle production.」
The impact on vehicle production from the semiconductor shortage, the resurgence of infectious diseases and parts supply shortages has continued. - FY2021WorsenedAnnual report
「In Japan as well, parts supply shortages arose due to the semiconductor shortage and the resurgence of infectious diseases in emerging Asian countries, leading to the suspension of operations at some vehicle production plants and affecting vehicle production.」
In addition to the semiconductor shortage, parts supply shortages caused by the resurgence of infectious diseases in emerging Asian countries led to the suspension of operations at some plants and affected vehicle production. - FY2021-Q3RestatedAnnual report
「In Japan as well, operations at some vehicle production plants were suspended due to the semiconductor shortage, affecting vehicle production.」
Domestic vehicle production has been showing signs of recovery, while the shutdown of some plants due to the semiconductor shortage and its impact on production have continued. - FY2021-Q2RestatedAnnual report
「Although vehicle production in Japan had been recovering, operations at some vehicle production plants were suspended in 2021 due to the global semiconductor shortage, affecting production volumes.」
Domestic vehicle production has been recovering, while the shutdown of some plants due to the semiconductor shortage and its impact on production volumes have continued. - FY2021-Q1WorsenedAnnual report
「Although vehicle production in Japan had been recovering, operations at some vehicle production plants were suspended in 2021 due to the global semiconductor shortage and earthquakes affecting parts-supply plants, affecting production volumes.」
Domestic vehicle production had been recovering, but production volumes were actually affected by plant shutdowns caused by the semiconductor shortage and earthquake damage. - FY2020-Q3RestatedAnnual report
「The domestic economy was also affected by a substantial year-on-year decline in vehicle production and sales in the automotive industry closely related to our Group.」
The situation of domestic vehicle production and sales remaining substantially below the previous year's level has continued. - FY2020-Q2WorsenedAnnual report
「In domestic rubber chemicals, sales of new products and vulcanizing agents increased due to the expansion of adoption and demand. Overall, however, sales fell below the same period of the previous year, affected by a further slowdown in production beginning in the second quarter.」
As cuts in domestic vehicle production progressed and domestic industrial products production remained sluggish, total sales of domestic rubber chemicals fell below the same period of the previous year. - FY2020-Q1WorsenedAnnual report
「In the automotive industry closely related to our Group, vehicle production fell substantially below the previous year's level not only in Japan but also in East Asia, including China.」
The situation deteriorated from domestic vehicle production being at approximately the same level as the previous year to vehicle production in Japan, China and East Asia falling substantially below last year's level. - FY2019WorsenedAnnual report
「Domestic vehicle production in Japan was at approximately the same level as last year.」
Although production was slightly higher year on year in the third quarter, it was at approximately the same level as last year for the full year. - FY2019-Q3MitigatedAnnual report
「In the domestic automotive industry relevant to our business, the number of vehicles produced domestically increased slightly year on year, while production of rubber industrial products, tires and synthetic rubber was broadly unchanged from the same period of the previous year.」
Domestic vehicle production increased slightly year on year, improving from the previous situation in which it had remained at approximately the same level as in the same period of the previous year. Meanwhile, production of related rubber industrial products and other products was broadly unchanged year on year. - FY2019-Q2RestatedAnnual report
「In the domestic automotive industry relevant to our business, vehicle production and rubber industrial products production remained at approximately the same level as in the same period of the previous year,」
Domestic vehicle production and rubber industrial products production have remained at approximately the same level as in the same period of the previous year. - FY2019-Q1RestatedAnnual report
「In the domestic automotive industry relevant to our business, vehicle production and rubber industrial products production remained at approximately the same level as in the same period of the previous year,」
Domestic vehicle production and rubber industrial products production have remained at approximately the same level as in the same period of the previous year. - FY2018-Q3RestatedAnnual report
「In the automotive industry relevant to our business, domestic vehicle production remained at approximately the same level as in the same period of the previous year, while production of rubber industrial products, tires and synthetic rubber also remained broadly unchanged year on year.」
Domestic vehicle production remained at approximately the same level as in the same period of the previous year, continuing to be flat after having turned higher year on year in the previous period. - FY2018-Q1WorsenedAnnual report
「In the automobile industry related to our business, domestic automobile production remained at about the same level as the same period of the previous year, while production of rubber industrial products, tires and synthetic rubber also remained generally at the same level as the previous year.」
Domestic automobile production shifted from increasing year on year in the previous fiscal year to remaining at about the same level as the same period of the previous year in the current quarter. - FY2017-Q3RestatedAnnual report
「In the automobile industry related to our business, domestic automobile production increased year on year, and production of industrial products also exceeded the same period of the previous year.」
Domestic automobile production volumes and industrial product production have continued to exceed the same period of the previous year. - FY2017-Q2RestatedAnnual report
「In the automobile industry related to our business, domestic automobile production increased year on year, and production of industrial products also exceeded the same period of the previous year.」
Domestic automobile production and industrial product production have continued to exceed the same period of the previous year. - FY2017-Q1MitigatedAnnual report
「In the automobile industry related to our business, domestic automobile production increased year on year, and production of industrial products also exceeded the same period of the previous year.」
Domestic automobile production shifted from being below the previous year through the previous fiscal year to increasing year on year in the current quarter. - FY2016MitigatedAnnual report
「As domestic automobile production remained at about the same level as the previous year, production activity in related industries remained weak.」
Automobile production, which had been below the previous year through the third quarter, was about the same as the previous year for the full fiscal year. Meanwhile, weakness in production activity in related industries has continued. - FY2016-Q3RestatedAnnual report
「As domestic automobile production continued to fall below the previous year, production activity in related industries also remained weak.」
Domestic automobile production below the previous year and weak production activity in related industries have continued. - FY2016-Q2First statedAnnual report
「As domestic automobile production continued to fall below the previous year in the second quarter, production activity in related industries also remained weak.」
Domestic automobile production below the previous year and weak production activity in related industries were evident in the business environment during the quarter.