Sumitomo Metal Mining (5713) · RiskRestated
Declining Advantage of HPAL Technology
First written in FY2020. 1 of 2 entries say "Restated". Latest entry: FY2021.
2entries
2years
0from disclosures
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Same theme, other companies
Risk of Declining Competitive Advantage of HPAL Technology and Alternative Smelting MethodsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind
No other company in this theme has enough history to compare yet.
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- FY2021RestatedAnnual report
「これらに対し当社グループでは既存のHPAL技術に磨きをかけ、安定操業・コスト低減に向けた活動を継続することで優位性を維持するとともに、未利用資源となっているニッケル低品位鉱石のさらなる活用に向けた新プロセスの研究開発も実施していきます。」
HPAL技術の優位性低下リスクに対し、既存技術の改善、安定操業・コスト低減、新プロセス研究開発を継続する方針を再確認している。 - FY2020First statedAnnual report
「More than 15 years have passed since the start of commercial HPAL production, and developments that could reduce its competitive advantage have accelerated, including the planning and operation of HPAL projects by other companies.」
The company identified the passage of more than 15 years since the start of commercial HPAL production, competitors’ projects and possible alternative smelting methods as risks to HPAL’s competitive advantage.