Dependence on Economic and Technological Changes in the Automotive Industry
First written in FY2023. 5 of 10 entries say "Worsened", first in FY2025-H1. Latest entry: 2026-08-06.
SOLIZE Holdings moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2025: 22 of 57 companies on the "Worse" side.
6 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「In the automotive industry to which our major customers belong, business sentiment deteriorated due to continuing geopolitical risks in the Middle East and moves by major domestic and overseas OEMs to review their EV strategies. Although intense technology development competition continued among major customers such as automakers, moves to curb development costs became pronounced from April onward.」
Reports further deterioration in automotive industry conditions due to geopolitical risks in the Middle East, reviews of EV strategies by major OEMs and efforts to curb development costs. - FY2025-H1WorsenedAnnual report
「In the automotive industry to which our major customers belong, uncertainty increased amid developments in U.S. tariff policy, and business sentiment deteriorated both currently and in the outlook.」
Reports increasing uncertainty and deteriorating conditions against the backdrop of U.S. tariff policy, with some customers moving to limit development costs. - FY2024RestatedAnnual report
「The fiscal year began under difficult conditions due to certification irregularities in the automotive industry during the consolidated fiscal year.」
Describes a difficult business environment caused by certification irregularities as a risk related to dependence on automotive industry conditions and technological change. - FY2024-H1RestatedAnnual report
「Uncertainty about the outlook continued as production stoppages caused by quality irregularities at certain major automakers had an impact.」
Reports continuing production stoppages and uncertainty caused by quality irregularities in the automotive industry. No new deterioration factor was identified. - FY2024-Q1MaterialisedAnnual report
「In the automotive industry, to which our major customers belong, business sentiment deteriorated as production stoppages caused by quality irregularities at certain major automakers had an impact.」
Reports that production stoppages caused by quality irregularities and deteriorating business sentiment actually occurred as an external-environment risk related to dependence on the automotive industry. - FY2023First statedAnnual report
「Because the Group's major customers are automotive manufacturers and related companies, it is particularly susceptible to trends in the domestic automotive industry.」
Discloses potential effects on orders and performance from automotive industry conditions, interest rates, foreign exchange, consumer trends and changes in CASE and vehicle structures. The Group plans to respond by expanding non-automotive customers, overseas operations and digital technology areas.