
æ¥æ¬ã®æ ªåŒåžå Žã§ã¯ãæäŸ¡ç·é¡ãäžäœã«äœçœ®ããã«ãããããããå°±è·æŽ»åã«ããã人æ°ã©ã³ãã³ã°ã§ã¯ããŸãååãèããªãäŒæ¥ãååšããŸãã
æ¬èšäºã§ã¯ã2025幎æç¹ã§ãããªãç¥ã人ãç¥ããå€§äŒæ¥9瀟ãåãäžããããããã® äºæ¥æŠèŠã2024幎床ã®éæå®çžŸïŒå£²äžé«ã»å¶æ¥å©çã»å¶æ¥å©ççïŒããã㊠泚ç®çç±ïŒé«ãæäŸ¡ç·é¡ã«è³ãèæ¯ãå°æ¥æ§ãæ¥çãã¬ã³ãïŒ ã詳ãã解説ããŸããæ®æ®µããŸã話é¡ã«äžããªããããã®äŒæ¥ã«ã€ããŠåŠã¶ããšã§ãæ°ããªæ¥çç¥èãäŒæ¥çè§£ãæ·±ããŠã¿ãŸãããïŒ
- ä¿¡è¶ååŠå·¥æ¥ïŒ4063ïŒïŒâäžçãããã¯ã©ã¹ã®åå°äœææã¡ãŒã«ãŒã§ãããã·ãªã³ã³ãŠã§ãŒãã®åéã§é«ãã·ã§ã¢ãæã£ãŠããŸããâ
- ã¢ããã³ãã¹ãïŒ6857ïŒïŒâåå°äœæ€æ»è£ 眮ã®å€§æäŒæ¥ã§ãããã°ããŒãã«ã«äºæ¥ãå±éããŠããŸããâ
- ãã£ã¹ã³ïŒ6146ïŒïŒâåå°äœè£œé è£ çœ®ã®åéã§é«ãæè¡åãæã¡ãåœå å€ã§é«ãè©äŸ¡ãåããŠããŸããâ
- TDKïŒ6762ïŒïŒâé»åéšåã®å€§æã¡ãŒã«ãŒã§ãããç¹ã«ç£æ°ããããã»ã³ãµãŒããã€ã¹ã§äžççãªã·ã§ã¢ãæã£ãŠããŸããâ
- æ¥æ¬é žçŽ ããŒã«ãã£ã³ã°ã¹ïŒ4091ïŒïŒâç£æ¥ã¬ã¹ã®åéã§åœå ãããã¯ã©ã¹ã®ã·ã§ã¢ãæã¡ãå»çãåå°äœåéã«ãé²åºããŠããŸããâ
- ã·ã¹ã¡ãã¯ã¹ïŒ6869ïŒïŒâèšåºæ€æ»æ©åšã®å€§æã¡ãŒã«ãŒã§ãããç¹ã«è¡æ¶²æ€æ»è£ 眮ã§äžççãªã·ã§ã¢ãæã£ãŠããŸããâ
- ããžã¯ã©ïŒ5803ïŒïŒâé»ç·ã»ã±ãŒãã«ã®å€§æã¡ãŒã«ãŒã§ãããéä¿¡ã€ã³ãã©ãèªåè»åéã§é«ãæè¡åãæã£ãŠããŸããâ
- MonotaROïŒ3064ïŒïŒâå·¥å Žçšéæ¥è³æã®ECãµã€ããéå¶ããäžå°äŒæ¥åãã«å¹ åºãååãæäŸããŠããŸããâ
- GENDAïŒ7033ïŒïŒâã¢ãã¥ãŒãºã¡ã³ãæœèšã®éå¶ãã²ãŒã æ©åšã®è²©å£²ãææãããšã³ã¿ãŒãã€ã³ã¡ã³ãåéã§æé·ãç¶ããŠããŸãã
ä¿¡è¶ååŠå·¥æ¥ (Shin-Etsu Chemical)
äºæ¥æŠèŠ: ä¿¡è¶ååŠå·¥æ¥ã¯å¡©åããã«æš¹èïŒPVCïŒãåå°äœã·ãªã³ã³ãŠã§ããªã©ã®çŽ æãæãããç·åååŠã¡ãŒã«ãŒã§ããå¡©ãæš¹èã§ã¯äžçãããã¯ã©ã¹ã®ã·ã§ã¢ãæã¡ãåå°äœçšã·ãªã³ã³ãŠã§ãã§ã¯äžçã·ã§ã¢çŽ3å²ã§éŠäœã«ç«ã£ãŠããŸã (åå°äœãŠã§ããŒ2匷信è¶ãšSUMCOã§æ ªäŸ¡ã«ææ 2023å¹Žäžæç㯠…)ããã®ä»ã«ãé»åéšåçšã®ã¬ã¢ã¢ãŒã¹ç£ç³ãã»ã«ããŒã¹èªå°äœãå ãã¡ã€ããŒçšç³è±ã¬ã©ã¹ãªã©ãå€è§çãªæ©èœæ§ååŠåãå±éããŠããŸãã
2024幎床éæå®çžŸ: 2024幎3ææã®é£çµå£²äžé«ã¯çŽ2å 4,149ååãå¶æ¥å©çã¯çŽ7,010ååã§ãå¶æ¥å©ççã¯29.0%ã«éããŸãããåææ¯ã§ã¯æžåæžçãšãªã£ããã®ã®ãé«ãå©ççãç¶æããŠããŸãã
泚ç®çç±: ã·ãªã³ã³ãŠã§ããå¡©ããšãã£ãããããªããã°ããŒãã«ãããã·ã§ã¢è£œåã倿°æ±ããå®å®ããåçåãèªãç¹ãè©äŸ¡ãããŠããŸããç¹ã«åå°äœéèŠã®å¢æžã«å·Šå³ããã«ããã³ã¹ãç«¶äºåãšã30%ååŸãšããååŠæ¥çã§ã¯éç«ã€é«ãå¶æ¥å©ççãåžå Žããé«ãè©äŸ¡ãããŠããŸããäžè¬ç¥ååºŠã¯æ±ºããŠé«ããããŸããããAIã5Gã®çºå±ãé°ã§æ¯ããçŽ æã¡ãŒã«ãŒãšããŠå°æ¥æ§ãæåŸ ãããŠããããã®å®åãæäŸ¡ç·é¡ã«åæ ãããŠããŸãã
ã¢ããã³ãã¹ã (Advantest)
äºæ¥æŠèŠ: ã¢ããã³ãã¹ãã¯åå°äœã®åäœãæ€æ»ããåå°äœãã¹ãè£ çœ®ã®äžççã¡ãŒã«ãŒã§ããCPUãã¡ã¢ãªãªã©ãããã®åºè·åãã¹ãã«äžå¯æ¬ ãªèªå詊éšè£ 眮ïŒATEïŒãéçºã»è£œé ããŠãããç¹ã«é«æ§èœåå°äœåããã¹ã¿ãŒåéã§äžçãããã·ã§ã¢ãæ¡ããŸã ãäž»åã®SoCãã¹ã¿ãŒã§çŽ58%ãã¡ã¢ãªãã¹ã¿ãŒã§çŽ53%ãšããå§åçãªåžå Žã·ã§ã¢ãæã¡ãç±³åœãã©ãã€ã³ç€Ÿãšã®2匷äœå¶ãç¯ããŠããŸã ã
2024幎床éæå®çžŸ: 2024幎3ææã®é£çµå£²äžé«ã¯çŽ4,865ååãå¶æ¥å©çã¯çŽ816ååãšãªããå¶æ¥å©ççã¯16.8%ã§ãã (ã¢ããã³ãã¹ã (6857) : æ±ºç®æ å ±ã»æ¥çžŸ [ADVANTEST] – ã¿ããã¶)ãåå°äœåžæ³ã®èª¿æŽå±é¢ã§åææ¯æžå(-13%)ã»æžç(-51%)ãšãªããŸããããããã§ãé«ãæ°Žæºã®å©çã確ä¿ããŠããŸãã
泚ç®çç±: åå°äœéèŠã®æ³¢ã«å·Šå³ãããæ¥çš®ã§ã¯ãããŸãããçæAIããŒã ã«ãã髿§èœåå°äœéèŠã®æ¡å€§ã«ãããã¹ã¿ãŒéèŠã髿°Žæºãç¶ããšèŠèŸŒãŸããŠããŸããå®éãã¢ããã³ãã¹ãã¯AIé¢é£ã®é«æ§èœã¡ã¢ãªåããã¹ã¿ãŒå泚ã奜調ã§ãåžå Žçž®å°å±é¢ã§ãã·ã§ã¢æ¡å€§ã«æåããŠããŸããå°æ¥çã«ãèªåé転ãIoTã§åå°äœåžå Žãæé·ããäžããã®æ€æ»ãæ ãå瀟ã®ååšæã¯å¢ãäžæ¹ã§ãããã就掻çã«ã¯éŠŽæã¿ãèãB2BäŒæ¥ã§ããããçžã®äžã®åæã¡ããšããŠæäŸ¡ç·é¡ãããã¯ã©ã¹ã®è©äŸ¡ãåããŠããŸãã
ãã£ã¹ã³ (DISCO)
äºæ¥æŠèŠ: ãã£ã¹ã³ã¯åå°äœè£œé å·¥çšã®åŸå·¥çšè£ 眮ã¡ãŒã«ãŒã§ãäž»å補åã¯ã·ãªã³ã³ãŠã§ãããããã«åæãããã€ã·ã³ã°ãœãŒïŒé«é粟å¯ãã³ã®ãªïŒãšããŠã§ããèãç åããããã¯ã°ã©ã€ã³ããŒã§ããããããäžçãããã·ã§ã¢ãèªãããã€ã·ã³ã°ãœãŒã§70ïœ80%ãç åã»ç ç£šè£ çœ®ã§60ïœ70%çšåºŠã®å§åçãªã·ã§ã¢ãæã£ãŠããŸã (ããããã質å | æ ªäž»ã»æè³å®¶æ å ± | æ ªåŒäŒç€Ÿãã£ã¹ã³) (æ ªåŒäŒç€Ÿãã£ã¹ã³ã®é åãšã¯ïŒïŒèªç±åºŠãšé«åå ¥ãé åã®)ãåå°äœã ãã§ãªãé»åéšåã粟å¯éšåã®åæã»ç 磚ã«ãçšãããã補é çŸå Žã«æ¬ ãããªãååšã§ãã
2024幎床éæå®çžŸ: 2024幎3ææã®é£çµå£²äžé«ã¯çŽ3,075ååãå¶æ¥å©çã¯çŽ1,215ååã§ãå¶æ¥å©ççã¯39.5%ãšéåžžã«é«æ°Žæºã§ãã (ãã£ã¹ã³ã6146ãã®æ¥çžŸã»è²¡åæšç§»ïŒ»éæã»åæã»ååæïŒœïœæ ªæ¢ïŒãã¶ããïŒ)ã売äžã»å©çãšãã«é廿髿°ŽæºãæŽæ°ããŠãããé«ãåçæ§ãéç«ã¡ãŸãã
泚ç®çç±: åè¶ããæè¡åãšç¬å çã·ã§ã¢ã«æ¯ããããé«åçäŒæ¥ã§ããç¹ãæå€§ã®æ³šç®çç±ã§ããä»ç€Ÿã®åå ¥ãé£ãã粟å¯å å·¥ã®é åã§é·å¹Žããããèµ°ããæ¯æ°å€åããã£ãŠãå©çç40%ååŸãç¶æã§ããããžãã¹ã¢ãã«ã¯åžå Žã§ãé«ãè©äŸ¡ãããŠããŸã (ãã£ã¹ã³ã6146ãã®æ¥çžŸã»è²¡åæšç§»ïŒ»éæã»åæã»ååæïŒœïœæ ªæ¢ïŒãã¶ããïŒ)ãè¿å¹Žã®AIã»5GããŒã ã§åå°äœçç£ãå¢å åŸåã«ããããšã远ã颚ã§ãããŸãã瀟å¡ã®èªäž»æ§ãéããããŠããŒã¯ãªç€Ÿé¢šã髿°Žæºã®å¹³å幎åããããç¥ã人ãç¥ãâé ãåªè¯äŒæ¥âãšããŠæ³šç®ãããŠããŸãã
TDKæ ªåŒäŒç€Ÿ (TDK)
äºæ¥æŠèŠ: TDKã¯é»åéšåãçŽ æã®å€§æã¡ãŒã«ãŒã§ããããšããšç£æ°ããŒããªã©ã§ç¥ãããŸããããçŸåšã¯ã¹ããŒããã©ã³ã黿°èªåè»åãã®é»åéšåã»ããã€ã¹ãäž»åã§ããå ·äœçã«ã¯ã³ã³ãã³ãµãã€ã³ãã¯ã¿ãªã©ã®ååéšåãã»ã³ãµãŒé¡ãããŒããã£ã¹ã¯çšç£æ°ããããªã©ã補é ããŠããŸãããŸããã¹ããåãã®ãªããŠã ã€ãªã³é»æ± äºæ¥ïŒTDKåäŒç€Ÿã®ATL瀟ã¯äžçç黿± ã¡ãŒã«ãŒïŒããã¢ãŒã¿ãŒçšç£ç³è£œåãææããŠãããå¹ åºããšã¬ã¯ãããã¯ã¹åéã§ååšæã瀺ãäŒæ¥ã§ãã
2024幎床éæå®çžŸ: 2024幎3ææïŒIFRSïŒã®é£çµå£²äžé«ã¯çŽ2å 1,039ååãå¶æ¥å©çã¯çŽ1,729ååã§ãå¶æ¥å©ççã¯8.2%ã§ãããåææ¯ã§å£²äžé«ã¯åŸ®æž(-3.5%)ã§ããããã³ã¹ãæ¹åã«ããå¶æ¥å©çã¯ãããã«å¢å ããŠããŸãã
泚ç®çç±: ã¹ããŒããã©ã³ãèªåè»ãç£æ¥æ©åšãšãã£ãæé·åžå Žåãã«äžå¯æ¬ ãªéšåãäŸçµŠãç¶ããŠããç¹ãè©äŸ¡ãããŠããŸããç¹ã«ã¹ããåãé»åéšåãè»èŒã»ã³ãµãŒã»ããããªãŒãªã©æé·é åã«åŒ·ã¿ãæã¡ã5Géä¿¡ãEVã·ããã®æ³¢ã«ä¹ã£ãŠäžé·æã®éèŠæ¡å€§ãèŠèŸŒãŸããŸãã売äžèŠæš¡ã2å åãè¶ ããã°ããŒãã«äŒæ¥ã§ãããªãããäžè¬æ¶è²»è ã®ç®ã«ã¯è§Šãã«ãããã就掻人æ°ã§ã¯ç®ç«ã¡ãŸããããããããã®æè¡åãšã°ããŒãã«å±éåããæè³å®¶ã®ä¿¡é Œã¯åããæäŸ¡ç·é¡ã§ãåœå ãããã¯ã©ã¹ã«äœçœ®ããŠããŸãã
æ¥æ¬é žçŽ ããŒã«ãã£ã³ã°ã¹ (Nippon Sanso Holdings)
äºæ¥æŠèŠ: æ¥æ¬é žçŽ ããŒã«ãã£ã³ã°ã¹ïŒNSHDïŒã¯ç£æ¥ã¬ã¹ã®å€§æäŒæ¥ã§ãæ§ç€Ÿåã¯å€§éœæ¥é žã§ããé žçŽ ã»çªçŽ ã»ã¢ã«ãŽã³ãšãã£ãç£æ¥çšã¬ã¹ã®è£œé äŸçµŠãäžå¿ã«ãå»ççšé žçŽ ãåå°äœè£œé åãç¹æ®ã¬ã¹ã®åéãæãããŸããåœå ã ãã§ãªãåç±³ãã¢ãžã¢ã«ãå±éããäžççãªç£æ¥ã¬ã¹äŒæ¥ã°ã«ãŒãã®äžè§ãå ããŸããééŒã»ååŠãã©ã³ããžã®ã¬ã¹äŸçµŠããç é¢ãžã®é žçŽ ãã³ãæäŸãªã©ç€ŸäŒã€ã³ãã©ãæ¯ããååšã§ãã
2024幎床éæå®çžŸ: 2024幎3ææã®é£çµå£²äžåçã¯çŽ1å 2,550ååãã³ã¢å¶æ¥å©çã¯çŽ1,660ååã§ãå¶æ¥å©ççã¯13%匷ãšãªããŸãã ([PDF] 2024幎3ææ æ±ºç®çä¿¡ãIFRSãïŒé£çµïŒ)ã売äžã»å©çãšãã«å幎æ¯ã§å¢å ããç¹ã«ã³ã¢å¶æ¥å©çã¯åææ¯+34.8%ãšå€§å¹ å¢çãéæããŠããŸãã
泚ç®çç±: ç£æ¥ã¬ã¹äºæ¥ã¯æ¯æ°ã«å·Šå³ããã«ããã¹ããã¯åããžãã¹ã§ãããåç€Ÿã¯æ¥æ¬å¯äžã®ã°ããŒãã«ç£æ¥ã¬ã¹äŒæ¥ãšããŠäœçœ®ã¥ããããŠããŸãã2018幎ã«ã¯æµ·å€å€§åè²·åã«ãæåããäžç4äœåã®åžå Žå°äœã確ç«ããŸãããåå°äœåãã®ç¹æ®ã¬ã¹éèŠå¢å ããæ°èåœã®ç£æ¥çºå±ã«ããé žçŽ ã»çªçŽ éèŠã®æ¡å€§ãšãã£ã远ã颚ããããŸããå®å®ãããã£ãã·ã¥ãããŒãšå èª¿ãªæé·ãèŠèŸŒããããåžå Žè©äŸ¡ãé«ããæäŸ¡ç·é¡ãäžäœã«ã©ã³ã¯ã€ã³ããŠããŸããå°å³ã§ã確å®ã«çšŒãã€ã³ãã©äŒæ¥ãšããŠæŒãããŠããããååšã§ãã
ã·ã¹ã¡ãã¯ã¹ (Sysmex)
äºæ¥æŠèŠ: ã·ã¹ã¡ãã¯ã¹ã¯å»ççšæ€äœæ€æ»æ©åšã®å€§æã¡ãŒã«ãŒã§ããç¹ã«è¡æ¶²ãå°¿ãªã©ãåæããæ€äœæ€æ»è£ 眮ïŒäœå€èšºæè£ 眮ïŒã«åŒ·ããè¡çèšæ°åšã§ã¯äžçãããã¯ã©ã¹ã®ã·ã§ã¢ãèªããŸããç é¢ãæ€æ»ã»ã³ã¿ãŒåãã«ãè¡æ¶²äžã®èµ€è¡çã»çœè¡çæ°ãèªåèšæž¬ããè£ çœ®ããããã®éºäŒåæ€æ»ã·ã¹ãã ãªã©ãæäŸããŠããŸããåœå ã®ã¿ãªããæµ·å€å£²äžæ¯çãé«ããã°ããŒãã«ã«å±éããå»çæ©åšäŒæ¥ã§ãã
2024幎床éæå®çžŸ: 2024幎3ææã®é£çµå£²äžé«ã¯çŽ4,615ååãå¶æ¥å©çã¯çŽ784ååã§ãå¶æ¥å©ççã¯17.0%ã§ãã (ã·ã¹ã¡ãã¯ã¹ (6869) : æ±ºç®æ å ±ã»æ¥çžŸ [SYSMEX] – ã¿ããã¶)ã売äžã»å©çãšãã«2æé£ç¶ã®é廿é«ãæŽæ°ããŠãã ([PDF] 2024幎3æææ±ºç®èª¬æäŒ – ã·ã¹ã¡ãã¯ã¹)ãåææ¯ã§ãå¢åå¢çãšãªããŸããã
泚ç®çç±: äžççã«èŠãŠãçããæ€äœæ€æ»åéã®å°æ¥å€§æã§ããã30幎é£ç¶ã§å¢é ãããªã©å®å®æé·ãç¶ããŠããç¹ã泚ç®ãããŠããŸããé«éœ¢åãæ°èåœã®å»çã€ã³ãã©å å®ã«äŒŽããè¡æ¶²æ€æ»éèŠã¯å 調ã«å¢å ããŠãããã·ã¹ã¡ãã¯ã¹ã®è£ 眮ã»è©Šè¬ããžãã¹ã¯ä»åŸãæ¡å€§ãèŠèŸŒãŸããŸããäžåœåžå Žã§ã®è²©å£²äžæåæ»ãªã©èª²é¡ããããŸãããããããä»å°åã®æé·ã§è£ãæ¥çžŸã䌞ã°ããŠããŸãããå»çæ©åšãšããæ§è³ªäžå°±è·å ãšããŠã®æŽŸæãã¯ãããŸãããããæ€æ»ã®ã·ã¹ã¡ãã¯ã¹ããšããŠå»ççŸå Žãæ¯ããå§¿å¢ãè©äŸ¡ãããæ ªåŒåžå Žã§ã¯åžžã«äžäœã®æäŸ¡ç·é¡ãç¶æããŠããŸãã
ããžã¯ã© (Fujikura)
äºæ¥æŠèŠ: ããžã¯ã©ã¯é»ç·ãéä¿¡ã±ãŒãã«å€§æã®äžè§ã§ã嵿¥130幎ãè¶ ããèèã¡ãŒã«ãŒã§ããé»åã±ãŒãã«ãå ãã¡ã€ããŒã±ãŒãã«ãéä¿¡é ç·æãªã©ã®ã€ã³ãã©äºæ¥ã«å ããè¿å¹Žã¯ã¹ããŒããã©ã³åãã®ãã¬ãã·ãã«ããªã³ãåºæ¿ïŒFPCïŒãèªåè»çšã¯ã€ã€ãŒããŒãã¹éšæãªã©ãææããŠããŸããå ãã¡ã€ããŒéä¿¡ãããŒã¿ã»ã³ã¿ãŒéèŠã®é«ãŸããèæ¯ã«ãå éä¿¡é¢é£è£œåã§é«ã·ã§ã¢ãæã€ããšã匷ã¿ã§ãã
2024幎床éæå®çžŸ: 2024幎3ææã®é£çµå£²äžé«ã¯çŽ7,998ååãå¶æ¥å©çã¯çŽ695ååã§ãå¶æ¥å©ççã¯8.7%ã§ãããåæïŒ2023幎3ææïŒãšæ¯ã¹å£²äžé«ã»å©çãšãã»ãŒæšªã°ãã§ããããããããå èª¿ãªæ°Žæºãç¶æããŸããã
泚ç®çç±: ãã€ãŠã¯äœè¿·ããŠããããžã¯ã©ã§ããã5Géä¿¡ãããŒã¿ã»ã³ã¿ãŒåãå ãã¡ã€ããŒã®éèŠå¢ã远ãé¢šã«æ¥çžŸãVåå埩ãã€ã€ãããŸããå®éã2025幎3ææã¯3æé£ç¶ã®é廿é«çæŽæ°èŠéãã§å€§å¹ å¢åå¢çãäºæ³ãããŠãããåžå Žããã®æåŸ æãé«ãŸã£ãŠããŸãããŸããé·å¹Žå¹ã£ãã±ãŒãã«æè¡ãEVïŒé»æ°èªåè»ïŒçšéšæãªã©æ°åéã«å¿çšããåããèŠãããäºæ¥ããŒããã©ãªãªã®æ¹åãé²ãã§ããŸããç¥å床ã¯åæ¥ã®äœåé»å·¥ãªã©ã«æ¯ã¹ããšäœããã®ã®ããæ»ãã®èèããšããŠåè©äŸ¡ããå§ããŠããããã®å°æ¥æ§ãæ ªäŸ¡ã»æäŸ¡ç·é¡ã«ãåæ ãããŠããŸãã
MonotaROæ ªåŒäŒç€Ÿ (MonotaRO)
äºæ¥æŠèŠ: MonotaROã¯å·¥å Žã建èšçŸå Žåãã®éæ¥è³æã®ECè²©å£²ãææããäŒæ¥ã§ãããã«ãã»ããããå·¥å ·ãå®å šçšåãäœæ¥æãªã©ãäŒæ¥ã®èª¿éåãã€ã³ã¿ãŒãããé販ã§å®äŸ¡ãã€è¿ éã«æäŸãããµãŒãã¹ãå±éããŠããŸããè±å¯ãªåæããšäœ¿ããããé販ãµã€ãã匷ã¿ã§ãäžå°äŒæ¥ã®èª¿éæ¹é©ãæ¯æŽããååšãšããŠæ¥æé·ããŠããŸãããç±³åœã®MRO倧æã°ã¬ã³ãžã£ãŒç€Ÿã®æ¯æŽã®äžãç©æµã€ã³ãã©ãæŽåãé«å¹ççµå¶ãå®çŸããŠããŸãã
2024幎床éæå®çžŸ: 2024幎12ææã®é£çµæ¥çžŸã¯ã売äžé«ãçŽ2,881ååïŒåææ¯+13.3%ïŒãå¶æ¥å©çã¯çŽ371ååïŒåææ¯+18.4%ïŒãšãªããå¶æ¥å©ççã¯12.9%ã§ããã売äžã»å©çãšã 15幎é£ç¶ã§éå»æé« ãæŽæ°ããå èª¿ãªæé·ã¶ãã§ããã
泚ç®çç±: Eã³ããŒã¹ã掻çšããéæ¥è³æèª¿éãšããããžãã¹ã¢ãã«ããæ¥æ¬ã®è£œé æ¥ã»å»ºèšæ¥ã«æµžéãé«ãæé·ãç¶æããŠããç¹ã泚ç®ãããŠããŸããåŸæ¥ã¯å°éå瀟ã代çåºçµç±ã§éå¹çã ã£ãéšå調éããããé販ã«çœ®ãæããããšã§ãå¹ åºã顧客局ãç²åŸããŸãããæ¯æ°ã«å·Šå³ããã«ããå€åçš®å°éã®ãªããŒãåæãå€ãããå®å®æããããå¶æ¥å©ççã10%è¶ ãšé販æ¥çã§ã¯é«æ°Žæºã§ããã15幎é£ç¶å¢çãã®å®çžŸã瀺ãããã«æé·ã¹ããŒãªãŒãæç¢ºã§ãåžå Žããã®ä¿¡é Œãåãã§ããç¥å床ãã倧æã¡ãŒã«ãŒã«å£ããã®ã®ããçžã®äžã®åæã¡ãã®ECäŒæ¥ãšããŠæŒãããŠããããååšã§ãããã
æ ªåŒäŒç€ŸGENDA (GENDA)
äºæ¥æŠèŠ: GENDAã¯ã¢ãã¥ãŒãºã¡ã³ãæœèšéå¶ããªã³ã©ã€ã³ã²ãŒã æ¯åäºæ¥ãæãããæ°èäŒæ¥ã§ããã²ãŒã ã»ã³ã¿ãŒïŒéåå°åã¢ãŒã±ãŒãïŒã®éå¶ã§æ¥æé·ããŠããã2020幎ã«ã¯ã»ã¬ãµããŒããåœå ã²ãŒã ã»ã³ã¿ãŒäºæ¥ïŒã¯ã©ãã»ã¬çïŒãè²·åããŠè©±é¡ãšãªããŸãããçŸåšã¯ãGiGOïŒã®ãŒãŽïŒãã®å±å·ã§å šåœã«çŽå¶ã²ãŒã ã»ã³ã¿ãŒãå±éããã»ãããªã³ã©ã€ã³ã¯ã¬ãŒã³ã²ãŒã ïŒé éæäœã§æ¯åãç²åŸãããµãŒãã¹ïŒäºæ¥ãªã©ãè¡ã£ãŠããŸããè¿å¹Žã®M&Aã«ããäžæ°ã«æ¥çæå€§æçŽã«èºãåºãäŒæ¥ã§ãã
2024幎床éæå®çžŸ: å瀟ã¯2023幎7æã«æ±èšŒã°ããŒã¹åžå Žãžæ°èŠäžå ŽãããããçŽè¿æã®å®çžŸãšããŠ2023å¹Žã®æ°å€ãåèã«ããŸãã売äžé«ã¯çŽ1,117å8,600äžåïŒåå¹Žåææ¯+100.7%ïŒãšå幎ã®å以äžã«æ¡å€§ããå¶æ¥å©çã¯çŽ79å6,500äžåïŒåå¹Žåææ¯+48.3%å¢ïŒãèšäžããŸããã倧åM&Aã«ããã¹ã±ãŒã«æ¡å€§ã§ã売äžã»å©çãšãæ¥æé·ãéããŠããŸããäžæçãªM&Aé¢é£è²»çšãé€ããŠãå¢åå¢çãšãªã£ãŠãããè²·å广ãçå®ã«çŸãã圢ã§ããå¶æ¥å©ççã¯çŽ7%çšåºŠãšãªããŸãã
泚ç®çç±: éæå Žããžãã¹ãšããäžèŠæéœã«ãæããæ¥æ ãªãããæ¥çåç·šã®æ³¢ã«ä¹ãã·ã§ã¢æ¡å€§ãšåçå匷åãå®çŸããŠããç¹ã泚ç®ãããŸããã»ã¬ããåŒãç¶ãã ã²ãŒã ã»ã³ã¿ãŒããªãã©ã³ãã£ã³ã°ã»å¹çåãé»ååãããæè ãããªã³ã©ã€ã³ã¯ã¬ãŒã³ã²ãŒã ãªã©ããžã¿ã«åéãžã®å±éãå¥åãããšã³ã¿ã¡æ¥çã§ååšæãå¢ããŠããŸããã³ããçŠåŸã®å𝿥œéèŠå埩ããã¢ãã¡ã»ãã£ã©ã¯ã¿ãŒæ¯åããŒã ã远ã颚ãšãªããæ¥çžŸã¯æ¡å€§åºèª¿ã§ããäžå Žããã°ããã§ç¥å床ã¯ããããã§ããããã²ãŒã ã»ã³ã¿ãŒåŸ©æŽ»ãã®ç«åœ¹è ãšããŠæè³å®¶ããæåŸ ãããæäŸ¡ç·é¡ãæ¥äžæããŠããŸããäŒçµ±çå€§äŒæ¥ã§ã¯åŸãããªããã€ãããã¯ããæã€æ³šç®äŒæ¥ã§ãã
以äžãæ®æ®µã¯å°±æŽ»çããèå ãæµŽã³ã«ãããã®ã®ã忥çã§ç¬èªã®ååšæãæŸã¡é«ãæäŸ¡ç·é¡ãå®çŸããŠãã9瀟ãã玹ä»ããŸãããããããäºæ¥æ§é ã®åŒ·ã¿ãå®å®ããæ¥çžŸãæé·ã¹ããŒãªãŒãæã£ãŠãããæ¥æ¬çµæžãäžæ¯ãããéèŠäŒæ¥ã§ããç¥å床ã ãã«ãšãããããããããäŒæ¥ã«ãç®ãåããŠã¿ããšãæ°ããªçºèŠããã£ãªã¢ã®å¯èœæ§ãèŠããŠãããããããŸãããäŒæ¥ç ç©¶ã®äžå©ã«ãªãã°å¹žãã§ãã
åèè³æ: å瀟決ç®çä¿¡ã»æ±ºç®èª¬æè³æ (ã¢ããã³ãã¹ã (6857) : æ±ºç®æ å ±ã»æ¥çžŸ [ADVANTEST] – ã¿ããã¶) (ãã£ã¹ã³ã6146ãã®æ¥çžŸã»è²¡åæšç§»ïŒ»éæã»åæã»ååæïŒœïœæ ªæ¢ïŒãã¶ããïŒ) ([PDF] 2024幎3ææ æ±ºç®çä¿¡ãIFRSãïŒé£çµïŒ) (ã·ã¹ã¡ãã¯ã¹ (6869) : æ±ºç®æ å ±ã»æ¥çžŸ [SYSMEX] – ã¿ããã¶)ããã¥ãŒã¹èšäºã»æ¥çèª (åå°äœãŠã§ããŒ2匷信è¶ãšSUMCOã§æ ªäŸ¡ã«ææ 2023å¹Žäžæç㯠…) (ã¢ããã³ãã¹ãã6857ãåå°äœè©Šéšè£ 眮ã¯ãçæç³»AIçšã®éèŠæ¡å€§ …) (ããããã質å | æ ªäž»ã»æè³å®¶æ å ± | æ ªåŒäŒç€Ÿãã£ã¹ã³)ãªã©ãããšã«äœæããŸããã
ð¡é¢æ¥å¯Ÿçã¯no+eã«ããã«æ²èŒããŠããŸãâââ
ã³ã¡ã³ã