Uncertainty in the business environment due to tight steel supply and demand, high raw material costs, and shortages of semiconductor materials and resins
First written in FY2021. 2 of 6 entries say "Restated". Latest entry: FY2024-Q1.
The whole theme swung hardest in 2022: 8 of 14 companies on the "Worse" side.
1 other company's latest entry also says "Mitigated".
- FY2024-Q1MitigatedAnnual report
「International commodity markets have remained relatively stable, although prices are still at relatively high levels, as supply chain disruptions have gradually eased and supply and demand have loosened amid a slowdown in the global economy.」
Supply chain disruptions gradually eased, supply and demand conditions improved, and commodity prices stabilized. Business-environment risks related to shortages of steel products, raw materials, and components were indicated as having eased somewhat from the previous fiscal year. - FY2023-Q2RestatedAnnual report
「The domestic economy continues to show signs of recovery, but shortages of components such as semiconductors and higher raw material prices are affecting production and sales activity for some products.」
The company continued to explain that component shortages and higher raw material prices were affecting production and sales activity for some products. quantified was false; materialized was true. - FY2023-Q1RestatedAnnual report
「The domestic economy continues to show signs of recovery, but shortages of components such as semiconductors and higher raw material prices are affecting production and sales activity for some products.」
The company continued to report that component shortages and higher raw material prices were affecting production and sales activity for some products. - FY2022WorsenedAnnual report
「In the steel products field, signs of recovery are currently visible across sectors such as automobiles and consumer electronics. At the same time, the effects of soaring steel prices due to tight steel supply and demand and persistently high raw material prices, as well as COVID-19 and shortages of semiconductors and resins, have become apparent, and the company will continue to monitor developments closely.」
The effects of tight steel supply and demand, persistently high raw material prices, and shortages of semiconductors and resins were reported as actual impacts that had emerged, rather than merely concerns about the business environment. - FY2022-Q3MaterialisedAnnual report
「The domestic economy continues to show signs of recovery, but shortages of components and higher raw material prices are affecting production activity for some products.」
The company reported that the uncertainty in the business environment previously indicated due to component shortages and higher raw material prices had actually begun to affect production activity for some products. - FY2021First statedAnnual report
「At the same time, the future impact of tight steel supply and demand, persistently high raw material prices, and shortages of semiconductors and resins remains uncertain, and the company will continue to monitor developments closely.」
For the metals business, steel supply and demand, raw material prices, and shortages of semiconductors and resins were independently reported for the first time as factors making the future impact uncertain.