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Hi-Lex (7279) · RiskUpdated automotive production trends in Japan, the United States and China

Risk of Economic and Demand Fluctuations in the Automotive Market

First written in FY2016. 13 of 26 entries say "Materialised", first in FY2018-Q1. Latest entry: FY2026-H1.

26entries
10years
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2018-Q1 – FY2020-Q3OtherFY2024-Q1 – FY2026-H12017: 120172018: 320182019: 320192020: 420202021: 320212022: 320222023: 420232024: 220242025: 220252026: 12026
Same theme, other companies

Hi-Lex moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).

The whole theme swung hardest in 2019: 36 of 67 companies on the "Worse" side.

21 other companies' latest entry also says "Other".

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.
Showing 14 of the 84 companies compared. The sentences above are computed from all 84.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Updated automotive production trends in Japan, the United States and ChinaAnnual report

    「Domestic automotive production in Japan totaled 4.32 million units, up 1.6% year on year. Overseas, automotive production totaled 4.93 million units in the United States, down 2.9% year on year, and 17.22 million units in China, down 0.8% year on year.」

    Automotive production in Japan increased 1.6% year on year, while production declined 2.9% in the United States and 0.8% in China, and regional differences in production conditions across the major markets persisted.
  2. FY2025-H1Updated coexistence of reduced production in Japan and the United States and increased production in ChinaAnnual report

    「Domestic automotive production in Japan totaled 4.26 million units, down 0.7% year on year. Overseas, automotive production totaled 5.08 million units in the United States, down 4.8% year on year, and 17.35 million units in China, up 10.8% year on year.」

    In the major markets, automotive production declined in Japan and the United States, while increasing in China, and regional differences in demand and production conditions persisted.
  3. FY2024Quantifying full-year production in the major marketsAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 8.36 million units, down 2.9% year on year, while production totaled 10.84 million units in the United States, up 1.4%, and 30.52 million units in China, up 7.4%.」

    For the full year, automotive production in Japan declined 2.9%, while production increased 1.4% in the United States and 7.4% in China. Regional differences in production conditions across the major markets persisted.
  4. FY2024-Q2Higher automotive production in Japan, the United States and China alongside reduced production in JapanAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 4.29 million units, down 0.8% year on year. Overseas, automotive production totaled 5.34 million units in the United States, up 3.1% year on year, and 15.66 million units in China, up 15.4% year on year.」

    Automotive production in Japan declined 0.8% year on year, while production increased 3.1% in the United States and 15.4% in China. Regional differences in production conditions across the major markets continued.
  5. FY2024-Q1Higher automotive production in Japan, the United States and China alongside strikes in North AmericaAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 2.33 million units, up 9.3% year on year. Overseas, automotive production totaled 2.50 million units in the United States, up 0.4% year on year, and 9.06 million units in China, up 23.0% year on year.」

    Automotive production increased year on year in Japan, the United States and China, while sales to our customers in North America remained sluggish due to UAW strikes. A recovery in overall market production coexisted with fluctuations in demand and supply in individual regions.
  6. FY2023-Q3MitigatedAnnual report

    「Domestic automotive production in Japan totaled 6.42 million units, up 13.6% year on year, while production totaled 7.99 million units in the United States, up 9.1%, and 20.60 million units in China, up 3.4%.」

    Automotive production in China also increased year on year, in addition to Japan and the United States. Overall, production conditions in the major markets, including the production cuts in China seen through the previous period, improved during the cumulative quarter-to-date period.
  7. FY2023-Q2Higher production in Japan and the United States alongside continued production cuts in ChinaAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 4.32 million units, up 9.7% year on year. Overseas, automotive production totaled 5.18 million units in the United States, up 9.5% year on year, and 13.57 million units in China, down 5.0% year on year.」

    Automotive production in Japan and the United States increased, while production in China declined 5.0% year on year, and differences in production conditions across the major markets persisted.
  8. FY2023-Q1Recovery in production in Japan and the United States alongside reduced production in ChinaAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 2.13 million units, up 8.6% year on year. Overseas, automotive production totaled 2.49 million units in the United States, up 8.6% year on year, and 7.36 million units in China, down 5.8% year on year.」

    Automotive production in Japan and the United States increased year on year, while production in China declined 5.8%. Demand and production fluctuations in the major markets continued with regional differences.
  9. FY2022Recovery in major-market production and specific evidence of reduced production in JapanAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 7.63 million units, down 6.1% year on year. Overseas, automotive production totaled 9.90 million units in the United States, up 5.3% year on year, and 27.45 million units in China, up 3.7% year on year.」

    Automotive production in Japan declined 6.1%, while production in the United States and China increased 5.3% and 3.7%, respectively, making the differences in production conditions across the major markets evident over the full year.
  10. FY2022-Q3MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 5.65 million units, down 13.0% year on year. Overseas, automotive production totaled 7.33 million units in the United States, up 0.4% year on year, and 19.93 million units in China, down 4.2% year on year.」

    Automotive production in Japan and China declined year on year, and demand and production fluctuation risks in the major markets continued to materialize. Production in the United States increased 0.4% year on year.
  11. FY2022-Q2MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 3.94 million units, down 13.4% year on year. Overseas, automotive production totaled 4.73 million units in the United States, down 6.5% year on year, and 14.29 million units in China, down 2.0% year on year.」

    Production declined year on year in the major automotive markets of Japan, the United States and China, and automotive market and demand fluctuation risks emerged in the results.
  12. FY2022-Q1MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 1.96 million units, down 15.2% year on year. Overseas, automotive production totaled 2.29 million units in the United States, down 10.8% year on year, and 7.82 million units in China, down 5.1% year on year.」

    Production declined year on year in the major automotive markets of Japan, the United States and China. Automotive production and demand fluctuation risks materialized in the major markets.
  13. FY2021-Q3Recovery in major-market production alongside semiconductor constraintsAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 6.50 million units, up 9.7% year on year. Overseas, automotive production totaled 7.29 million units in the United States, up 20.9% year on year, and 20.80 million units in China, up 17.8% year on year.」

    Automotive production increased year on year in Japan, the United States and China, and market conditions recovered. At the same time, production cuts by automakers due to semiconductor supply shortages constrained sales and production in each region.
  14. FY2021-Q2Higher production in China alongside slight declines in Japan and the United StatesAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 4.56 million units, down 2.3% year on year. Overseas, automotive production totaled 5.06 million units in the United States, down 0.3% year on year, and 14.59 million units in China, up 32.1% year on year.」

    Automotive production in Japan and the United States declined year on year, while production in China increased 32.1%, and differences in demand and production conditions across the major markets persisted.
  15. FY2021-Q1MitigatedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 2.32 million units, up 0.5% year on year. Overseas, automotive production totaled 2.56 million units in the United States, up 0.6% year on year, and 8.23 million units in China, up 8.8% year on year.」

    Automotive production increased year on year in the major markets of Japan, the United States and China, indicating an improvement during the quarter in the production environment of the major markets, where declines had been prominent through the previous year.
  16. FY2020-Q3MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 5.92 million units, down 21.3% year on year. Overseas, automotive production totaled 6.03 million units in the United States, down 29.3% year on year, and 17.65 million units in China, down 11.0% year on year.」

    Production declined year on year in the major automotive markets of Japan, the United States and China, and automotive demand and production fluctuation risks continued to materialize in the major markets.
  17. FY2020-Q2MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 4.67 million units, down 8.6% year on year. Overseas, automotive production totaled 5.08 million units in the United States, down 10.6% year on year, and 11.04 million units in China, down 19.1% year on year.」

    Against the backdrop of the spread of infectious diseases and other factors, automotive production in Japan, the United States and China declined year on year, and automotive demand and production fluctuation risks materialized in the major markets.
  18. FY2020-Q1MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 2.30 million units, down 9.9% year on year. Overseas, automotive production totaled 2.55 million units in the United States, down 9.3% year on year, and 7.57 million units in China, up 3.5% year on year.」

    Automotive production in Japan and the United States declined year on year, while production in China increased. Automotive market and demand fluctuation risks continued to emerge in the results.
  19. FY2019MaterialisedAnnual report

    「Overseas, automotive production totaled 11.20 million units in the United States, down 0.1% year on year, and 25.83 million units in China, down 11.4% year on year.」

    In the major markets, automotive production declined 11.4% year on year in China and 0.1% in the United States, with demand and production fluctuation risks emerging in the full-year results.
  20. FY2019-Q3MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 7.53 million units, up 2.7% year on year. Overseas, automotive production totaled 8.53 million units in the United States, up 0.2% year on year, and 19.83 million units in China, down 12.9% year on year.」

    Automotive production increased in Japan and the United States, while declining 12.9% year on year in China. Automotive production and demand fluctuations continued to emerge in the results.
  21. FY2019-Q2MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 5.12 million units, up 4.0% year on year. Overseas, automotive production totaled 5.68 million units in the United States, up 0.8% year on year, and 13.64 million units in China, down 13.3% year on year.」

    Automotive production increased in Japan and the United States, while declining 13.3% year on year in China. Automotive production and demand fluctuations in the major markets continued to emerge in the results.
  22. FY2019-Q1MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 2.56 million units, up 6.8% year on year. Overseas, automotive production totaled 2.81 million units in the United States, up 4.6% year on year, and 7.31 million units in China, down 16.2% year on year.」

    Automotive production increased in Japan and the United States, while production in China declined 16.2% year on year. Automotive production and demand fluctuations continued to emerge in the results.
  23. FY2018-Q3MaterialisedAnnual report

    「Overseas, automotive production totaled 8.52 million units in the United States, down 4.1% year on year, and 22.77 million units in China, up 2.7% year on year.」

    In the major overseas markets, automotive production in the United States declined 4.1% year on year, and demand and production fluctuations continued to emerge in the results. Production in China increased 2.7% year on year.
  24. FY2018-Q2MaterialisedAnnual report

    「Overseas, automotive production totaled 5.63 million units in the United States, down 5.2% year on year, and 15.74 million units in China, down 0.3% year on year.」

    Automotive production in the United States and China, the major overseas markets, declined year on year, and automotive production and demand fluctuation risks continued to emerge in the business environment during the quarter.
  25. FY2018-Q1MaterialisedAnnual report

    「In the automotive industry, domestic automotive production in Japan totaled 2.40 million units, up 1.1% year on year. Overseas, automotive production totaled 2.68 million units in the United States, down 8.4% year on year, and 8.72 million units in China, up 0.8% year on year.」

    Regional differences in automotive production became evident in the results, with production in the United States down 8.4% year on year. Automotive production and demand fluctuation risks have emerged as an actual business condition, at least in the U.S. market.
  26. FY2016First statedAnnual report

    「Economic conditions and related demand fluctuations in Japan, as well as in North America and Asia, our major markets, and the installation rate of our Group's products may affect the Group's business results and financial position.」

    Against the backdrop of a business structure linked to the production lines of major automotive-related manufacturers, fluctuations in economic conditions, demand and product installation rates in Japan, North America and Asia were identified as risks.
Moved together

"Uncertainty stemming from the slowdown in growth in China and Asia and the UK's withdrawal from the EU" moved the same way as this thread, in the same document, in 12 of its 26 moves.

1288776★123456
  1. ★This thread
  2. 1Uncertainty stemming from the slowdown in growth in China and Asia and the UK's withdrawal from the EU12×
  3. 2Impact of the Boycott of South Korean Products in China8×
  4. 3Decline in overseas results due to yen appreciation and foreign exchange losses8×
  5. 4Market Value Fluctuations and Impairment of Held Shares7×
  6. 5Production Stagnation Due to Sluggishness in Brazil’s Automotive Market7×
  7. 6Fluctuations in Steel and Resin Prices6×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Hi-Lex yet.
News
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Risk of Economic and Demand Fluctuations in the Automotive Market | HI-LEX CORPORATION (7279) | Komori