Shortages and Delivery Delays Involving Specialty Components and Raw Materials
First written in FY2016. 1 of 3 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2022.
Nagaoka International moved to the "Worse" side of this theme in 2022, 2 years after the typical company in this theme (2020).
The whole theme swung hardest in 2022: 5 of 10 companies on the "Worse" side.
1 other company's latest entry also says "Materialised".
- FY2022MaterialisedAnnual report
「Disruptions and stagnation in the supply chain caused by lockdowns in China delayed the delivery of materials and affected the Group’s production activities.」
Lockdowns and supply chain disruptions associated with China’s zero-COVID policy actually caused delays in material deliveries and affected production activities. - FY2022-Q3WorsenedAnnual report
「In China, lockdowns and tighter activity restrictions were implemented under the zero-COVID policy, significantly affecting the supply chain.」
Lockdowns and activity restrictions under China’s zero-COVID policy have significantly affected the supply chain, worsening the supply environment for parts and raw materials. - FY2016First statedAnnual report
「For some of the Group’s raw materials and parts, suppliers are limited due to their specialised nature, or switching suppliers is difficult.」
The disclosure identifies the impact of quality issues, supply shortages and delivery delays as risks.