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Shinagawa Refra (5351) · InitiativeAdvanced

Developing Alternative Supply Sources to Reduce Reliance on Raw Materials from China

First written in FY2021. 2 of 5 entries say "Advanced", first in FY2026. Latest entry: 2026-08-10.

5entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021 – FY2022AdvancedFY2024 – 2026-08-102021: 120212022: 120222023: 020232024: 120242025: 020252026: 22026
Same theme, other companies
Stable procurement of raw materials and components through multiple sourcingA theme 23 companies write about · 0 as a headwind · 23 as a tailwind

The whole theme swung hardest in 2023: 1 of 8 companies on the "Worse" side.

7 other companies' latest entry also says "Advanced".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-10AdvancedResults presentation

    「Strengthening the circular business model through the expansion of the refractory recycling business」

    Recycling used refractories is positioned not merely as a response related to raw-material procurement, but as a means of expanding the business and strengthening the circular business model.
  2. FY2026AdvancedAnnual report

    「Our group is working to reduce risks by diversifying supply sources and promoting the recycling of raw materials from used refractories.」

    The response to dependence on raw materials from China and elsewhere has been made concrete through diversification of supply sources and recycling of raw materials from used refractories.
  3. FY2024RaisedAnnual report

    「On the procurement side, we will continue to promote the substitution of alternative raw materials, including recycled materials, and the diversification of procurement sources to reduce raw material costs and address procurement risks.」

    Measures to reduce dependence on Chinese raw materials were expanded from developing alternative supply sources to replacing them with alternative materials, including recycled raw materials, and diversifying procurement sources.
  4. FY2022RestatedAnnual report

    「In recent years, inexpensive, high-quality refractory raw materials made in China have come to account for more than half of the raw materials purchased, and we have therefore been developing alternative sources of supply.」

    It continues to develop alternative supply sources in response to dependence on Chinese raw materials and supply risks.
  5. FY2021First statedAnnual report

    「In recent years, inexpensive, high-quality refractory raw materials made in China have come to account for more than half of the raw materials purchased, and we have therefore been developing alternative sources of supply.」

    In response to Chinese refractory raw materials accounting for more than half of purchased raw materials, the company has for the first time identified the development of alternative supply sources through procurement diversification as an independent initiative.
Moved together

"Modernization of Core Production Facilities and Strengthening of Stable Supply, Quality and Competitiveness" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222222★123456
  1. ★This thread
  2. 1Modernization of Core Production Facilities and Strengthening of Stable Supply, Quality and Competitiveness2×
  3. 2Growth and management stabilization through exploration of new business areas outside refractories2×
  4. 3Strengthening Technological and Sales Capabilities, Developing New Products, and Accelerating Overseas Business Expansion2×
  5. 4Securing Earnings Through Thorough Cost Reductions2×
  6. 5Passing on Surging Prices of Chinese-Sourced Raw Materials to Selling Prices2×
  7. 6Dependence on steel industry sales2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Shinagawa Refra yet. It last moved in the Results presentation of 2026-08-10: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Developing Alternative Supply Sources to Reduce Reliance on Raw Materials from China | SHINAGAWA REFRA CO.,LTD. (5351) | Komori