Nhk Spring (5991) · RiskRestated
Slowing Sales by Japanese Automakers in China and Increasing Uncertainty Around Recovery Prospects
First written in FY2026-H1. 1 of 2 entries say "Materialised", first in FY2026-H1. Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Revenue decline and a shift into losses due to a lack of projects and intensifying competition in ChinaA theme 8 companies write about · 8 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2025: 6 of 8 companies on the "Worse" side.
2 other companies' latest entry also says "Restated".
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.
Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「China recorded 34,080 thousand units, an increase of 10.1% from the previous fiscal year.」
While total automobile production in China increased, production by Japanese automakers was 2,827 thousand units, down 8.4% from the previous fiscal year. The slowdown and uncertain recovery outlook for Japanese automakers in China therefore coexist with growth across the region as a whole. - FY2026-H1MaterialisedAnnual report
「However, sales by Japanese automakers have slowed, and the outlook for a recovery remains uncertain.」
The slowdown in sales by Japanese automakers in China and the increasingly uncertain recovery outlook are explicitly identified as business-environment risks for the seat business.