Overseas Sourcing (China-Centered) and Supply Constraints Caused by Infectious Diseases
First written in FY2020. 3 of 8 entries say "Restated". Latest entry: FY2026-H1.
Car Mate Mfg. moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 24 of 35 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
- FY2026-H1ReframedAnnual report
「During the six months ended the interim period of the fiscal year under review, Japan's economy showed some positive signs, including a gradual recovery in economic activity due to improvements in the employment and income environment and increased inbound demand. However, the business environment surrounding the Group remained challenging due to unstable international conditions, developments in US tariff policy, and persistently high resource, energy and raw material prices.」
U.S. tariff policy trends were newly described as an external factor related to overseas sourcing and the supply environment. However, no new changes were disclosed during the current interim period regarding the sourcing ratio itself or the degree of reliance on China. - FY2024WorsenedAnnual report
「Approximately 45% of the Group’s purchases of raw materials and other items are sourced overseas, with China accounting for most of them.」
The company updated its overseas sourcing ratio from approximately 40% to 45% and continues to disclose its China-centered sourcing structure. As a countermeasure, it has identified the development of an alternative sourcing system using existing domestic suppliers. - FY2023RestatedAnnual report
「In addition, approximately 40% of the Group’s purchases of raw materials and other items are sourced overseas, with China accounting for most of them. If the spread of COVID-19, novel influenza or other infectious diseases causes economic activity in a particular region to be restricted for an extended period, the Group’s operating results and financial position may be affected.」
The company continues to disclose its sourcing structure, under which approximately 40% of raw materials and other items are sourced overseas, particularly from China, and the risk of supply constraints caused by infectious diseases. - FY2023-Q3ReframedAnnual report
「In addition, the Group was affected both domestically and overseas by shortages of semiconductors and components and higher raw material prices. The outlook remained uncertain due to the prolonged situation in Ukraine and the spread of infections in China, and the Group continued to operate in a challenging environment.」
Regarding risks related to overseas sourcing and supply constraints, the company described semiconductor and component shortages, higher raw material prices, the prolonged situation in Ukraine and the spread of infections in China. - FY2023-Q2RestatedAnnual report
「In addition, the Group was affected both domestically and overseas by shortages of semiconductors and components and surging crude oil and raw material prices. In addition, supply chains were disrupted by Russia’s invasion of Ukraine and lockdowns in China, while the yen depreciated sharply, resulting in a challenging operating environment for the Group.」
The company continues to describe the challenging operating environment caused by semiconductor and component shortages, higher raw material prices, supply chain disruptions resulting from lockdowns in China and the yen’s sharp depreciation. - FY2023-Q1WorsenedAnnual report
「However, the Group was affected both domestically and overseas by shortages of semiconductors and components and surging crude oil and raw material prices. In addition, supply chains were disrupted by Russia’s invasion of Ukraine and lockdowns in China, while the yen depreciated sharply, resulting in a challenging operating environment for the Group.」
The company stated that external factors related to overseas sourcing and supply constraints had expanded, including semiconductor and component shortages and supply chain disruptions caused by lockdowns in China. - FY2021RestatedAnnual report
「Approximately 40% of the Group’s purchases of raw materials and other items are sourced overseas, with China accounting for most of them.」
The company continues to disclose its sourcing structure’s reliance on overseas suppliers, particularly China, and the risk of supply constraints caused by infectious diseases. - FY2020First statedAnnual report
「In addition, approximately 40% of the Group’s purchases of raw materials and other items are sourced overseas, with China accounting for most of them. If the spread of COVID-19, novel influenza or other infectious diseases causes economic activity in a particular region to be restricted for an extended period, the Group’s operating results and financial position may be affected.」
The company newly disclosed its sourcing structure, under which approximately 40% of raw materials and other items are sourced overseas and most are dependent on China, as well as the risk that infectious diseases could restrict economic activity in particular regions.