Operating Suspensions and Production Cuts Due to China’s Power Supply Constraints
First written in FY2022-Q2. 2 of 3 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2022.
Hi-Lex moved to the "Worse" side of this theme in 2022.
The whole theme swung hardest in 2022: 3 of 6 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- FY2022WorsenedAnnual report
「In China, intermittent production cuts by automakers occurred owing to the impact of lockdowns in major cities following the renewed spread of COVID-19, semiconductor supply shortages and tight electricity supply and demand, raising concerns about an economic slowdown.」
Tight electricity supply and demand in China, together with lockdowns and semiconductor shortages, has been incorporated into the full-year business environment as intermittent production cuts by automakers. - FY2022-Q3WorsenedAnnual report
「In China, intermittent production cuts by automakers occurred owing to the impact of lockdowns in major cities following the renewed spread of COVID-19, semiconductor supply shortages and tight electricity supply and demand, raising concerns about an economic slowdown.」
Tight electricity supply and demand in China has continued, alongside lockdowns and semiconductor shortages, to result in intermittent production cuts by automakers, with the impact on operations and economic activity becoming more apparent. - FY2022-Q2First statedAnnual report
「In addition, semiconductor shortages and tight electricity supply and demand have led mainly manufacturers to suspend operations or cut production, raising concerns about an economic slowdown.」
Tight electricity supply and demand in China is identified as a new supply constraint that has actually manifested itself in production stoppages and cuts by manufacturers.