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Premium Group (7199) · RiskFirst stated

Changes in Used-Vehicle and Automotive Parts Markets Driven by the Transition to EVs and Decarbonization

First written in FY2024. . Latest entry: FY2024.

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Changes in Demand Structure Driven by EV and PHV Adoption and Restructuring of Automotive Production SystemsA theme 58 companies write about · 40 as a headwind · 9 as a tailwind

The whole theme swung hardest in 2022: 11 of 29 companies on the "Worse" side.

2 other companies' latest entry also says "First stated".

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Showing 14 of the 58 companies compared. The sentences above are computed from all 58.
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  1. FY2024First statedAnnual report

    「Contraction of the used-vehicle market As growing environmental awareness among consumers expands demand for EVs and reduces demand for gasoline-powered vehicles High Improve profitability per vehicle by expanding services for used vehicles」

    In climate change scenario analysis, increased demand for EVs, decreased demand for gasoline-powered vehicles, delays in the formation of a used-EV market and delays in parts distribution have been identified as new risks, with the scale of potential damage assessed as high, medium or low (high means ¥1,000 million or more).
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Changes in Used-Vehicle and Automotive Parts Markets Driven by the Transition to EVs and Decarbonization | Premium Group Co.,Ltd. (7199) | Komori