以下部分引用 AI 总结,现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Nippon Chemical 4092.T
8 atoms · 跨 1 天 · 首见 2026-06-01 · 最近 2026-06-01
三色: 🟦 fact 4 · 🟥 take 4 · stance ▲4/▼1/◆0
来源: X 8
时态: fresh:8
标签: 好思考:3 · 好观点:2 · 好数字:2 · 好信源:2
叙事 (narrative) (1)
- 2026-06-01 · 股价是否低于账面价值
trading below book which is quite striking.
tags: 好观点 · → daily
value: direction=below · qty=book value · date=present
预测 (forecast) (3)
- 2026-06-01 · 机器人需求对MLCC影响预测
robotics which arrives in a few years is sure to stimulate far more demand.
tags: 好思考·好观点 · → daily
value: direction=sure to stimulate far more demand · date=a few years
- 2026-06-01 · 未来一年电子业务展望
if the one offs and battery materials stabilize, could look FAR better for the segment.
tags: 好思考 · → daily
value: date=2027 · direction=could look far better
- 2026-06-01 · AI服务器MLCC需求展望
AI server MLCCs will mostly likely need the high end stuff
tags: 好思考 · → daily
value: direction=mostly likely need
事实 (fact) (4)
- 2026-06-01 · 电子业务营业利润变化
Their electronics segment (mostly MLCC materials exposure) tanked in operating profit in 2026
tags: 好数字 · → daily
value: direction=tanked · date=2026
- 2026-06-01 · 陶瓷业务营业利润变化
ceramics went up.
tags: 好数字 · → daily
value: direction=went up · date=2026
- 2026-06-01 · BaTiO3生产工艺
Sakai uses hydrothermal to produce BaTiO3 Nippon uses Oxalate.
tags: 好信源 · → daily
value: qty=oxalate process
- 2026-06-01 · 高纯红磷产能
the company has a facility (from 2022) that makes high purity red phosphorus
tags: 好信源 · → daily
value: date=2022
时间轴 (近 20)
- 2026-06-01 ·
narrative · 股价是否低于账面价值 · → daily
- 2026-06-01 ·
fact · 电子业务营业利润变化 · → daily
- 2026-06-01 ·
fact · 陶瓷业务营业利润变化 · → daily
- 2026-06-01 ·
forecast · 未来一年电子业务展望 · → daily
- 2026-06-01 ·
forecast · AI服务器MLCC需求展望 · → daily
- 2026-06-01 ·
fact · BaTiO3生产工艺 · → daily
- 2026-06-01 ·
forecast · 机器人需求对MLCC影响预测 · → daily
- 2026-06-01 ·
fact · 高纯红磷产能 · → daily
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