Trusco Nakayama (9830) · RiskRestated
Structural changes in manufacturing, products and supply chains driven by the adoption of electric vehicles and other factors
First written in FY2020. 2 of 3 entries say "Restated". Latest entry: FY2023.
3entries
4years
0from disclosures
How it moved
Same theme, other companies
Changes in Demand Structure Driven by EV and PHV Adoption and Restructuring of Automotive Production SystemsA theme 58 companies write about · 40 as a headwind · 9 as a tailwind
The whole theme swung hardest in 2022: 11 of 29 companies on the "Worse" side.
21 other companies' latest entry also says "Restated".
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 58 companies compared. The sentences above are computed from all 58.Full recordFilings, disclosures and news, newest first
- FY2023RestatedAnnual report
「製造業や建設・建築現場を含む幅広いモノづくり現場において、電気自動車の普及などにより市場の需要が大きく変化することで、既存の商材やサプライチェーンの見直しが迫られるような根本的な産業構造の変化が起きた場合」
電気自動車の普及等による需要変化、既存商材・サプライチェーンの見直しという構造変化リスクを継続している。 - FY2022RestatedAnnual report
「製造業や建設・建築現場を含む幅広いモノづくり現場において、電気自動車の普及などにより市場の需要が大きく変化することで、既存の商材やサプライチェーンの見直しが迫られるような根本的な産業構造の変化が起きた場合」
電気自動車の普及等による需要変化、既存商材・サプライチェーンの見直しという構造変化リスクを継続して開示している。 - FY2020First statedAnnual report
「If fundamental changes in the industrial structure occur across a broad range of manufacturing and construction sites as market demand changes substantially, for example through the spread of electric vehicles, forcing a review of existing products and supply chains」
For the first time presents demand changes caused by the spread of electric vehicles and the resulting need to review existing products and supply chains as a standalone structural-change risk.