Komori
Sankyo Kasei (8138) · RiskMitigated

Soaring prices and shortages of imported chemicals due to China’s pollution-control regulations

First written in FY2019-Q1. 7 of 15 entries say "Mitigated", first in FY2019-Q3. Latest entry: FY2025-H1.

15entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020-Q1 – FY2020ReframedFY2022-Q1 – FY2022-Q2MitigatedFY2023-Q2 – FY2025-H12018: 220182019: 420192020: 220202021: 220212022: 120222023: 320232024: 12024
Same theme, other companies
Supply and price risk for imported chemicals from China's pollution-control regulationsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2025-H1MitigatedAnnual report

    「In the chemical industry-related field, revenue increased due to higher sales of metal surface-treatment agents, imported chemicals for water-treatment agents and functional resins.」

    Imported chemicals increased, indicating that the business impact of supply constraints and higher prices seen in prior years was recovering.
  2. FY2024-Q1MitigatedAnnual report

    「In the daily-use products-related field, revenue increased due to growth in cleaning-product materials and imported chemicals, despite a decline in materials related to plastic lenses.」

    Imported chemicals grew, indicating that the business impact of supply constraints and higher prices for imported chemicals seen in prior years was recovering.
  3. FY2023MitigatedAnnual report

    「In the chemical industry-related field, revenue increased due to higher sales of imported basic chemicals, materials for the paper industry and additives for refractories, as well as spot exports of resin materials.」

    The disclosure referred to increased sales of imported basic chemicals and higher revenue from spot exports, rather than the supply constraints and higher prices for imported chemicals reported in prior years, indicating that the business impact was recovering.
  4. FY2023-Q3MitigatedAnnual report

    「In the chemical industry-related field, revenue increased due to imported basic chemicals, materials related to papermaking, an increase in additives for refractory materials and spot exports of resin materials.」

    The disclosure referred to increased sales of imported basic chemicals and higher revenue from spot exports, rather than the supply constraints and higher prices for imported chemicals seen in prior years, indicating that the business impact was recovering.
  5. FY2023-Q2MitigatedAnnual report

    「In the chemical industry-related field, revenue increased due to an increase in orders for imported basic chemicals and materials related to papermaking.」

    The disclosure referred to increased orders for imported basic chemicals, rather than the supply constraints and higher prices for imported chemicals reported in prior years, indicating that the business impact was recovering.
  6. FY2022-Q2ReframedAnnual report

    「In the chemicals industry-related field, exports of cosmetics-related materials, which had remained sluggish during the COVID-19 pandemic, recovered sharply. In addition, spot sales of basic chemicals and other transactions arose in response to force majeure declarations by overseas chemical manufacturers, more than offsetting a decline in functional inorganic fillers for refractory materials and resulting in substantial revenue growth.」

    The description of the response to supply constraints changed from the previous wording concerning higher prices and shortages of imports due to Chinese regulations to measures addressing force majeure at overseas chemical manufacturers and spot sales of basic chemicals.
  7. FY2022-Q1Wording changed from supply constraints on imported chemicals to intensifying price competitionAnnual report

    「In the chemical industry-related field, although demand declined for functional inorganic fillers for refractories and price competition intensified for some imported basic chemicals, revenue increased due to a rebound accompanying the resumption of overseas production following the COVID-19 downturn.」

    The disclosure referred to intensifying price competition for some imported basic chemicals, rather than the shortages and higher prices resulting from Chinese regulations reported in prior years.
  8. FY2020WorsenedAnnual report

    「Tighter safety regulations in China following an explosion caused shortages and higher prices for imported chemicals, making it impossible to accept orders for some imported chemicals. In addition, reduced demand due to COVID-19 caused revenue to decline across the field.」

    Shortages, higher prices and an inability to accept orders due to China's safety regulations continued, while reduced demand from COVID-19 also contributed to a decline in revenue in the chemical industry-related field.
  9. FY2020-Q3WorsenedAnnual report

    「In the chemical industry-related field, imports of basic chemicals from Southeast Asia and chemicals for cosmetic ingredients increased, but shortages and higher prices for imported chemicals caused by tighter safety regulations following an explosion in China prevented orders for some imported chemicals from being accepted, resulting in a slight decline in revenue for the field as a whole.」

    Tighter safety regulations in China following an explosion led to continued shortages and higher prices for imported chemicals and an inability to accept some orders, resulting in a slight decline in revenue in the chemical industry-related field.
  10. FY2020-Q2MaterialisedAnnual report

    「In the chemical industry-related field, imports of basic chemicals from Southeast Asia and chemicals for cosmetic ingredients increased, but orders for some imported chemicals could not be accepted because of higher prices and shortages caused by tighter safety regulations following an explosion in China, limiting the field as a whole to a slight increase in revenue.」

    Tighter safety regulations in China following an explosion caused higher prices and shortages of imported chemicals to recur, resulting in an actual business impact, including an inability to accept some orders.
  11. FY2020-Q1MaterialisedAnnual report

    「In the chemical industry-related field, imports of basic chemicals from Southeast Asia continued to grow and chemicals for cosmetic ingredients also increased, but the effects of higher prices and shortages of imported chemicals caused by tighter safety regulations following an explosion in China recurred, preventing orders for some imported chemicals and leaving performance broadly in line with the previous year.」

    Tighter safety regulations in China following an explosion caused higher prices and shortages of imported chemicals to recur, resulting in an actual business impact, including an inability to accept some orders.
  12. FY2019MitigatedAnnual report

    「In addition to the easing impact of higher prices and shortages of imported chemicals resulting from tighter pollution-control regulations in China, new adoption of sound-insulating foam components for vehicles and imports of basic chemicals from Southeast Asia continued to grow, resulting in higher revenue.」

    It was stated that the impact of higher prices and shortages of imported chemicals resulting from tighter pollution-control regulations in China had eased.
  13. FY2019-Q3MitigatedAnnual report

    「Although the impact of higher prices and shortages of imported chemicals resulting from tighter pollution-control regulations in China began to ease, domestic chemical production remained strong, while new adoption of sound-insulating foam components for vehicles and imports of basic chemicals from Southeast Asia continued to grow, resulting in higher revenue.」

    It was stated that the impact of higher prices and shortages of imported chemicals resulting from tighter pollution-control regulations in China had begun to ease.
  14. FY2019-Q2RestatedAnnual report

    「Although higher prices and shortages of imported chemicals caused by tighter pollution-control regulations in China continued to have an impact, domestic chemical production remained strong, while new adoption of sound-insulating foam components for vehicles and imports of basic chemicals from Southeast Asia grew substantially, resulting in higher revenue.」

    Higher prices and shortages of imported chemicals due to tighter pollution-control regulations in China have continued.
  15. FY2019-Q1First statedAnnual report

    「Prices of imported chemicals have continued to rise and shortages have continued due to tighter pollution-control regulations in China.」

    Higher prices and shortages of imported chemicals resulting from tighter pollution-control regulations in China were identified for the first time as a standalone theme concerning the business environment in the chemical industry-related field.
Moved together

"Improving Profitability and Strengthening Corporate Competitiveness" moved the same way as this thread, in the same document, in 8 of its 15 moves.

886655★123456
  1. ★This thread
  2. 1Improving Profitability and Strengthening Corporate Competitiveness8×
  3. 2Decline in the Market Value of Shares Held and Deterioration in the Creditworthiness of Investee Companies8×
  4. 3Pursuit of High Value-Added Products Through Fine Chemicals and a Fabless Model6×
  5. 4Fluctuations in Demand for Interior Finishing Materials Driven by Housing-Market Policies, New Housing Starts and Specification Changes6×
  6. 5Decline in net sales, operating profit and ordinary profit5×
  7. 6Declining domestic demand and price declines driven by market competition5×

★ 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.

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