W-Scope (6619) · TargetAdvanced
ESS Sales to Surpass EV Sales
First written in FY2026. 2 of 3 entries say "Advanced", first in 2026-06-11. Latest entry: FY2027-H1.
3entries
1years
1from disclosures
How it moved
Same theme, other companies
Market Development of Materials for Solar Cells and Lithium-Ion BatteriesA theme 11 companies write about · 0 as a headwind · 13 as a tailwind
The whole theme swung hardest in 2019: 1 of 6 companies on the "Worse" side.
4 other companies' latest entry also says "Advanced".
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
- FY2027-H1AdvancedAnnual report
「At the affiliated company W-SCOPE CHUNGJU PLANT CO., LTD., shipments of separators for ESS applications were delayed in the first quarter, but shipments began in the second quarter and sales volume increased.」
In connection with the plan for ESS sales to equal or exceed EV sales, the company reported concrete progress, with WCP beginning shipments for ESS applications and sales volumes increasing. - 2026-06-11AdvancedEarnings
「Although the start of shipments for ESS applications was delayed in the first quarter, supply for ESS applications is expected to increase as customers shift battery production from EVs to ESS.」
The company reported a delay in the start of shipments for ESS applications while expecting supply to increase as customers shift production from EVs to ESS. - FY2026First statedAnnual report
「For the fiscal year ending January 2027, sales to the ESS market are planned to exceed those to the EV market.」
Against a backdrop of sluggish EV demand and growing demand for energy storage at data centres, the company indicated for the first time that it plans ESS sales to exceed EV sales in the fiscal year ending January 2027.