Weak Gasoline-Vehicle Sales Due to Accelerating EV Demand in China and Europe
First written in FY2023-Q3. 1 of 3 entries say "Materialised", first in FY2023. Latest entry: FY2026-H1.
Kawaguchi Chemical Industry moved to the "Worse" side of this theme in 2024, 3 years after the typical company in this theme (2021).
The whole theme swung hardest in 2022: 11 of 29 companies on the "Worse" side.
11 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「In the automotive industry, which is closely related to our Group, Chinese automakers are gaining ground, particularly in EVs, but」
The rise of Chinese automakers, particularly in EVs, continues to develop into a specific competitive concern in the automotive industry. - FY2023MaterialisedAnnual report
「In the Chinese market, Japanese automakers were strongly affected by sluggish gasoline-vehicle sales resulting from accelerating EV demand.」
The disclosure describes the actual impact on Japanese automakers of accelerating EV demand and sluggish gasoline-vehicle sales in China. - FY2023-Q3First statedAnnual report
「The acceleration of demand for EVs in China and Europe and the resulting weakness in gasoline-vehicle sales are concerns for Japanese automakers.」
Accelerating EV demand in China and Europe and weak gasoline-vehicle sales were first identified as new concerns for Japanese automakers.