Risk of a nickel price correction due to debt problems at a major Chinese property developer
First written in FY2022-Q3. 4 of 9 entries say "Restated". Latest entry: 2026-05-12.
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- FY2025-H1RestatedAnnual report
「Although concerns exist over an economic slowdown due to the impact of stagnant property markets in China, high interest rates in Europe and the United States, and heightened tensions in the Middle East and Ukraine,」
External-environment risks in overseas economies, including stagnation in China's property market, continue to be described. - FY2024WorsenedAnnual report
「Regarding overseas economies, the Company has been affected by worsening property market conditions in China, global monetary tightening, heightened tensions in the Middle East and Ukraine, and persistently high inflation,」
The description of China's property market has been strengthened from previous references to stagnation and uncertainty to “worsening conditions,” with external-environment risks described more strongly. - FY2024-Q3RestatedAnnual report
「Regarding overseas economies, concern exists over the impact of worsening property market conditions in China, global monetary tightening, the prolonged situation in Ukraine and persistently high inflation,」
External risks in overseas economies, including worsening property market conditions in China, have been reconfirmed. - FY2024-Q2WorsenedAnnual report
「Regarding overseas economies, concern exists over the impact of worsening property market conditions in China, global monetary tightening, the prolonged situation in Ukraine and accelerating inflation,」
The description of China's property market has been strengthened from previous references to stagnation and uncertainty to “worsening conditions,” with external-environment risks described more strongly. - FY2023ReframedAnnual report
「Although expectations for a recovery in stainless steel demand in China have taken precedence, there are no signs of such a recovery, and market uncertainty has increased due to the effects of the country's infection-control measures, the sluggish property market and the prolonged situation in Ukraine,」
The wording has been reorganized from the specific reference to the debt problems of major Chinese property companies to a reference to increased market uncertainty due to the sluggish Chinese property market. - FY2022RestatedAnnual report
「Although nickel prices temporarily entered a correction phase due in part to the debt problems of major Chinese property companies and concerns over power shortages,」
The debt problems of major Chinese property companies and concerns over power shortages have been reconfirmed as external factors that could contribute to a correction in nickel prices. - FY2022-Q3First statedAnnual report
「Although nickel prices temporarily entered a correction phase due in part to the debt problems of major Chinese property companies and concerns over power shortages,」
The debt problems of major Chinese property companies are described as a new external factor that affected the temporary correction in LME nickel prices.