Fluctuations in Demand for Shipbuilding, Construction and Plants
First written in FY2021. 8 of 17 entries say "Mitigated", first in FY2023-Q1. Latest entry: 2026-08-14.
OKUMURA ENGINEERING corp. moved to the "Worse" side of this theme in 2021, 2 years after the typical company in this theme (2019).
The whole theme swung hardest in 2020: 62 of 77 companies on the "Worse" side.
22 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Sales to shipbuilders remained firm against a backdrop of replacement demand for vessels built in large numbers in the past and rising demand for new vessels as global logistics volumes increased.」
Despite demand volatility risks from the previous decline in new ship orders and slower operations, sales to shipbuilders remained firm against a backdrop of replacement demand for vessels and rising demand for new vessels as logistics volumes increased. - FY2025MitigatedAnnual report
「Sales to shipbuilders also remained firm as sales volumes increased with the recovery in global newbuilding completions.」
The company states that the traditional risk of fluctuations in shipbuilding demand was partly mitigated by the recovery in global newbuilding completions and higher sales volumes. - FY2025-H1MitigatedAnnual report
「Sales to shipbuilders increased as sales volumes rose with the recovery in global newbuilding completions.」
The company states that the traditional risk of fluctuations in shipbuilding demand was partly mitigated as sales increased with the recovery in global newbuilding completions and higher sales volumes. - FY2024MaterialisedAnnual report
「In the marine business, sales to shipbuilders were affected by slower operations at domestic shipyards, mainly because of labor shortages, but increased due to higher sales volumes and the effects of revised sales prices.」
The company states that slower operations at domestic shipyards due to labor shortages actually affected sales to shipbuilders during the fiscal year. Meanwhile, sales grew due to higher sales volumes and price revisions. - FY2024-Q3RestatedAnnual report
「Sales to shipbuilders continued to be affected by slower operations at domestic shipyards, mainly because of labor shortages, but increased due in part to revised sales prices.」
The company states that slower operations at domestic shipyards, mainly because of labor shortages, continue to affect sales. Meanwhile, sales increased due in part to revised sales prices. - FY2024-Q2RestatedAnnual report
「Sales to shipbuilders were affected by slower operations at domestic shipyards, mainly because of labor shortages, but increased due in part to the effects of revised sales prices.」
The company states that slower operations at domestic shipyards, mainly because of labor shortages, continue to affect sales, reconfirming the risk of fluctuations in shipbuilding demand. Meanwhile, sales increased due in part to revised sales prices. - FY2024-Q1MaterialisedAnnual report
「Sales to shipbuilders were somewhat sluggish due to the impact of slower operations at domestic shipyards, mainly because of labor shortages.」
At the key source of demand, the shipbuilding industry, slower operations caused mainly by labor shortages actually occurred, resulting in somewhat sluggish sales to shipbuilders. - FY2023MitigatedAnnual report
「In the marine business, sales increased as demand for shipbuilding expanded with the growth in overseas cargo volumes, while demand for marine exhaust gas valves remained firm as the proportion of vessels built to comply with environmental regulations increased.」
The company states that the traditional risk of fluctuations in shipbuilding demand was partly mitigated as shipbuilding demand expanded and demand for marine exhaust gas valves remained firm. - FY2023-Q3MitigatedAnnual report
「Both orders received and sales increased as demand for shipbuilding expanded with the growth in global overseas cargo volumes, while marine exhaust gas valves remained firm as the proportion of vessels built to comply with environmental regulations continued to rise.」
The company states that the risk of fluctuations in shipbuilding and marine demand was partly mitigated as shipbuilding demand expanded and marine exhaust gas valves remained firm. - FY2023-Q1MitigatedAnnual report
「However, demand for shipbuilding is recovering as total vessel construction increased with the growth in global seaborne cargo volumes, and sales of ultra-large container ships were also recorded.」
The company states that the demand risk caused by the previous decline in orders and slower construction was partly mitigated by the increase in total vessel construction and recorded sales of ultra-large container ships. - FY2022MaterialisedAnnual report
「In the marine business, sales to shipbuilders remained sluggish as total construction volume declined amid the continued slowdown in construction at domestic shipyards following a decline in newbuilding orders.」
In the key shipbuilding industry, declining orders, slower construction, and lower total construction volume continued, resulting in sluggish sales to shipbuilders. - FY2022-Q3MaterialisedAnnual report
「Sales to shipbuilders remained sluggish as the slowdown in construction at domestic shipyards following a decline in newbuilding orders continued and total construction volume decreased. However, demand for gas-fueled vessels is expanding in the transition to a decarbonized society, and inquiries for LNG cryogenic valves, for which order-taking activities began this fiscal year, remained firm, indicating signs of a recovery in demand.」
Sales to shipbuilders remained sluggish due to declining newbuilding orders, slower construction, and lower total construction volume, while signs of a recovery in demand for gas-fueled vessels and LNG cryogenic valves have emerged. - FY2022-Q2MaterialisedAnnual report
「Sales to shipbuilders were sluggish due to the slowdown in construction at domestic shipyards following a decline in newbuilding orders, as well as a reduction in total construction volume resulting from the consolidation and closure of shipyards. However, demand for large container ships is expanding, indicating signs of a recovery in demand.」
In the key shipbuilding industry, newbuilding orders declined, construction slowed, and total construction volume fell due to the consolidation and closure of shipyards, resulting in sluggish sales to shipbuilders. Meanwhile, signs of a recovery in demand for large container ships have emerged. - FY2022-Q1MaterialisedAnnual report
「Sales to the shipbuilding industry were sluggish due to the slowdown in construction at domestic shipyards following a decline in newbuilding orders. However, increased seaborne cargo volumes driven by stay-at-home demand led to signs of expanding demand for large container ships.」
In the key shipbuilding industry, newbuilding orders declined and construction slowed, resulting in sluggish sales to shipbuilders. - FY2021First statedAnnual report
「Many of the Group’s products are manufactured to order, and its main sources of demand are the shipbuilding and construction industries and the plant industry, including the power industry. Accordingly, trends in these key sources of demand and changes in economic conditions could affect the Group’s performance.」
Given its reliance on made-to-order production, the company identifies dependence on demand trends in the shipbuilding, construction, power and plant industries as a risk, and cites diversification of sales destinations, demand sectors and business partners as countermeasures.