{"id":750,"date":"2021-02-06T08:43:38","date_gmt":"2021-02-05T23:43:38","guid":{"rendered":"https:\/\/tamaneko-life-blog.com\/?p=750"},"modified":"2022-08-20T17:30:22","modified_gmt":"2022-08-20T08:30:22","slug":"%e3%80%90%e6%b3%a8%e7%9b%ae%e9%8a%98%e6%9f%84%e7%a0%94%e7%a9%b65%e3%80%91ev%e3%80%81%e8%87%aa%e5%8b%95%e9%81%8b%e8%bb%a2%e3%81%a7%e5%a4%a7%e6%b3%a8%e7%9b%ae%e3%81%ae%e9%8a%98%e6%9f%84%ef%bc%9c","status":"publish","type":"post","link":"https:\/\/tamaneko-life-blog.com\/?p=750","title":{"rendered":"\u3010\u6295\u8cc7\u3011\uff1c\u534a\u5c0e\u4f53\u9298\u67c4\u7814\u7a76\uff1e\u300cEV\u3001\u81ea\u52d5\u904b\u8ee2\u3067\u5927\u6ce8\u76ee\u300d\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3 \u682a\u4fa1 \u3069\u3046\u306a\u308b"},"content":{"rendered":"

\uff11\uff0e\u81ea\u52d5\u904b\u8ee2\u9298\u67c4\u306e\u6709\u529b\u5019\u88dc<\/strong><\/h2>\n


\n<\/strong><\/span>\u65e5\u7d4c\u65b0\u805e(\u203b)\u306e\u300c\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u76ee\u6a19\u682a\u4fa1\u3092\u5f15\u304d\u4e0a\u3052\u305f\u300d\u3068\u8a00\u3046\u8a18\u4e8b\u3067\u7d39\u4ecb\u3055\u308c\u3066\u3044\u305f\u9298\u67c4\u306b\u6ce8\u76ee\u3057\u305f\u8a18\u4e8b\u3067\u3059\u3002\u5b9f\u306f\u3053\u306e\u30ea\u30b9\u30c8\u3067\u306f\u5916\u308c\u3066\u3044\u307e\u3057\u305f\u304c\u534a\u5c0e\u4f53\u95a2\u9023\u9298\u67c4<\/span>\u3068\u3057\u3066\u4ee5\u524d\u304b\u3089\u6ce8\u76ee\u3057\u3066\u3044\u305f\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002
\n\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306f<\/span>\u81ea\u52d5\u8eca\u696d\u754c\u306eEV\u5927\u5909\u9769<\/span>\u306b\u5411\u3051\u5927\u6ce8\u76ee\u306e\u96fb\u6c17\u81ea\u52d5\u8eca\u3001\u81ea\u52d5\u904b\u8ee2\u95a2\u9023\u9298\u67c4\u306e\u4e00\u89d2<\/span>\u306b\u306a\u308a\u307e\u3059\u3002
\n(\u203b)2021\u5e741\u670820\u65e5\u4ed8<\/p>\n

\uff1c\u305d\u306e\u4ed6\u306e\u6ce8\u76ee\u9298\u67c4\uff1e<\/p>\n\n\n\n\n\n\n\n\n\n\n
\uff11<\/th>\n\u3010\u6771\u8a3c6976\u3011\u592a\u967d\u8a98\u96fb<\/td>\n<\/tr>\n
\uff12<\/th>\n\u3010\u6771\u8a3c6762\u3011TDK<\/td>\n<\/tr>\n
\uff13<\/th>\n\u3010\u6771\u8a3c6920\u3011\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af<\/td>\n<\/tr>\n
\uff14<\/th>\n\u3010\u6771\u8a3c6963\u3011\u30ed\u30fc\u30e0<\/td>\n<\/tr>\n
\uff15<\/th>\n\u3010\u6771\u8a3c6723\u3011\u30eb\u30cd\u30b5\u30b9<\/td>\n<\/tr>\n
\uff16<\/th>\n\u3010\u6771\u8a3c6758\u3011\u30bd\u30cb\u30fc<\/td>\n<\/tr>\n
\uff17<\/th>\n\u3010\u6771\u8a3c6594\u3011\u65e5\u672c\u96fb\u7523<\/td>\n<\/tr>\n
\uff18<\/th>\n\u3010\u6771\u8a3c6981\u3011\u6751\u7530\u88fd\u4f5c\u6240<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

\uff12\uff0e\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3 \u4f1a\u793e\u6982\u8981<\/strong><\/h2>\n

 <\/p>\n\n\n\n
\u756a\u5916\u7de8<\/th>\n\u3010\u6771\u8a3c8035\u3011\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

\uff12\u2212\uff11\uff0e\u7406\u5ff5<\/strong>
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\uff12\u2212\uff12\uff0e\u5275\u696d
\n<\/strong>1963\u5e74<\/p>\n

\uff12\u2212\uff13\uff0e\u6240\u5728\u5730<\/strong>
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\uff12\u2212\uff14\uff09\u4e8b\u696d\u5185\u5bb9
\n<\/strong>\uff11\uff09\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\uff1a94\uff05
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\uff12\u2212\uff15\uff0e\u58f2\u4e0a\u9ad8\u304b\u3089\u898b\u305f\u4e16\u754c\u4f01\u696d\u3068\u306e\u6bd4\u8f03<\/strong>
\n1\u4f4d\uff1aApplied Materials\uff1a13.46\uff08\u00d710\u5104\u30c9\u30eb\uff09
\n2\u4f4d\uff1aASML\uff1a12.76\uff08\u00d710\u5104\u30c9\u30eb\uff09
\n3\u4f4d\uff1a\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff1a9.55\uff08\u00d710\u5104\u30c9\u30eb\uff09<\/strong><\/span>
\n4\u4f4d\uff1aLAM Research\uff1a9.44\uff08\u00d710\u5104\u30c9\u30eb\uff09<\/p>\n

\uff14\u4f4d\u3068\u306f\u50c5\u5dee\u3067\u3059\u304c\u4e16\u754c\u7684\u306b\u898b\u3066\u304b\u306a\u308a\u4e0a\u4f4d<\/span>\uff01
\n\u3057\u304b\u3082\u4e16\u754c\u4e00\u4f4d\u3068\u6bd4\u8f03\u3057\u3066\u3082\uff12\u500d\u3001\uff13\u500d\u3082\u3042\u308b\u3088\u3046\u306a\u5927\u304d\u306a\u958b\u304d\u3067\u306f\u306a\u3044\uff01<\/p>\n

\uff12\u2212\uff16\uff0e\u30db\u30fc\u30e0\u30da\u30fc\u30b8
\n<\/strong>https:\/\/www.tel.co.jp<\/a><\/p>\n

\uff13\uff0e\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306e\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/strong><\/h2>\n

\u4f1a\u793e\u306e\u30db\u30fc\u30e0\u30da\u30fc\u30b8\u3092\u898b\u308b\u30682021\u5e74\u5ea6\u306e\u58f2\u4e0a1.3\u5146\u5186\u30922024\u5e743\u6708\u671f\u307e\u3067\u306b2\u5146\u5186\u3068\uff12\u500d\u8fd1\u304f\u306b\u3059\u308b\u3053\u3068\u3092\u76ee\u6a19<\/span>\u306b\u3057\u3066\u3044\u307e\u3059\u3002
\n\u307e\u305fROE\u76ee\u6a19\u3082\u4e0a\u9650\u3092\u64a4\u5ec3\u3057\u3066\u300c30%\u4ee5\u4e0a\u300d\u3068\u3057\u3001\u3053\u308c\u30822024\u5e743\u6708\u671f\u307e\u3067\u306b\u9054\u6210\u3059\u308b\u3053\u3068\u3092\u76ee\u6a19\u306b\u3057\u3066\u3044\u3066\u304b\u306a\u308a\u610f\u6b32\u7684\u306a\u76ee\u6a19\u8a2d\u5b9a<\/span>\u3067\u3059\u3002<\/p>\n

\u793e\u9577\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u30d3\u30c3\u30b0\u30a4\u30e4\u30fc\u30ba\u3068\u8868\u73fe\u3057\u534a\u5c0e\u4f53\u306e\u9700\u8981\u306f\u4eca\u5f8c\u3082\u7d9a\u304f\u3068\u8003\u3048\u3066\u3044\u308b\u305d\u3046\u3067\u3059\u3002\uff15G\u3084\u30af\u30eb\u30de\u306e\u96fb\u5b50\u5316\u3092\u8003\u3048\u308c\u3070\u3046\u306a\u305a\u3051\u308b\u4e88\u60f3<\/span>\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u73fe\u5728\u653f\u5e9c\u4e3b\u5c0e\u3067\u63a8\u9032\u3057\u3066\u3044\u308b\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\uff08DX\uff09<\/span>\u3084\u4eca\u5f8c\u3055\u3089\u306b\u9700\u8981\u304c\u5897\u3057\u3066\u304f\u308b\u3053\u3068\u304c\u78ba\u5b9f\u306aAI\uff08\u4eba\u5de5\u77e5\u80fd\uff09<\/span>\u3078\u306e\u7a4d\u6975\u7684\u306a\u53d6\u308a\u7d44\u307f\u3001\u66f4\u306b\u306f\u30b3\u30ed\u30ca\u306b\u3088\u308b\u30cb\u30e5\u30fc\u30ce\u30fc\u30de\u30eb\u306b\u5bfe\u5fdc\u3059\u308b\u4eee\u60f3\u73fe\u5b9f(AR\uff09<\/span>\u6280\u8853\u3092\u4f7f\u3063\u305f\u9867\u5ba2\u3078\u306e\u30ea\u30e2\u30fc\u30c8\u652f\u63f4\u3068\u8a00\u3063\u305f\u53d6\u308a\u7d44\u307f\u3082\u884c\u308f\u308c\u3066\u304a\u308a\u5148\u9032\u7684\u306a\u4f01\u696d<\/span>\u3067\u3059\u3002<\/p>\n

\uff14\uff0e\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306e\u914d\u5f53\u5229\u56de\u308a<\/strong><\/h2>\n

1.81\uff05\uff082021\u5e743\u6708\u671f \u4e88\u60f3\uff09<\/p>\n

\uff15\uff0e\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306e\u4e0d\u7965\u4e8b\u8abf\u67fb\u7d50\u679c<\/strong><\/h2>\n

\u7c89\u98fe\u6c7a\u7b97\u3001\u4e0d\u7965\u4e8b\u3067\u691c\u7d22\u3057\u3001\u6295\u8cc7\u306b\u30cd\u30ac\u306a\u30dd\u30a4\u30f3\u30c8\u304c\u306a\u3044\u304b\u8abf\u67fb\u3057\u307e\u3057\u305f\u3002\u30cd\u30c3\u30c8\u3067\u30ad\u30fc\u30ef\u30fc\u30c9\u691c\u7d22\u3057\u3066\u30b7\u30ed\u3067\u3042\u308c\u3070\u554f\u984c\u306a\u3057\u3001\u30af\u30ed\u3067\u3042\u308c\u3070\u554f\u984c\u306a\u3057\u3068\u306a\u308a\u307e\u3059\u3002
\n\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306e\u691c\u7d22\u7d50\u679c\u306f\u3001\u554f\u984c\u306a\u3057\u3067\u3057\u305f\u3002<\/span><\/p>\n

\uff16\uff0e\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306e\u5c06\u6765\u6027<\/strong><\/h2>\n

\u8ca0\u306e\u907a\u7523\u306b\u306a\u308a\u305d\u3046\u306a\u30aa\u30ef\u30b3\u30f3\u4e8b\u696d\u306a\u3069\u3092\u304b\u304b\u3048\u3066\u3044\u306a\u3044\u304b\u79c1\u306a\u308a\u306b\u8003\u3048\u3066\u5224\u65ad\u3057\u307e\u3057\u305f\u3002(\u77f3\u6cb9\u95a2\u9023\u306a\u3069\u304c\u305d\u308c\u306b\u5f53\u305f\u308b\u3068\u8a00\u308f\u308c\u3066\u3044\u307e\u3059\u3002)
\n\u3053\u3061\u3089\u3082\u554f\u984c\u306a\u3057\u3068\u5224\u65ad\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n

\uff17\uff0e\u79c1\u306e\u30b9\u30bf\u30f3\u30b9<\/strong><\/h2>\n

\u6210\u9577\u304c\u8457\u3057\u3044\u53cd\u9762\u3001\u7af6\u4e89\u3082\u6fc0\u3057\u3044\u534a\u5c0e\u4f53\u3067\u3059\u304c\u3001\u5229\u76ca\u3092\u7814\u7a76\u958b\u767a\u8cbb\u3084\u8a2d\u5099\u6295\u8cc7\u306b\u56de\u3059\u5fc5\u8981\u304c\u3042\u308b\u305f\u3081\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3082\u914d\u5f53\u5229\u56de\u308a\u304c\u4f4e\u3081<\/span>\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002
\n\u3064\u307e\u308a\u8cb7\u3063\u305f\u6642\u3088\u308a\u9ad8\u304f\u306a\u3089\u306a\u3044\u3068\u65e8\u5473\u306f\u30bc\u30ed\u306a\u306e\u3067\u3001\u682a\u4fa1\u304c\u4e0b\u304c\u308b\u3068\u5168\u304f\u7f8e\u5473\u3057\u304f\u306a\u3044\u9298\u67c4\u3067\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u8cb7\u3044\u4ed8\u3051\u4fa1\u683c\u304c\u91cd\u8981<\/span>\u306b\u306a\u308a\u307e\u3059\u3002
\n\u914d\u5f53\u304c\u4f4e\u3044\u3053\u3068\u3001\u5e38\u306b\u6ce8\u76ee\u3055\u308c\u9ad8\u3044\u682a\u4fa1\u306b\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u4f1a\u793e\u306e\u696d\u7e3e\u3068\u306f\u95a2\u4fc2\u306a\u3044\u3068\u3053\u308d\u3067\u5927\u304d\u304f\u4e0b\u304c\u3063\u305f\u5c40\u9762\u3067\u8cb7\u3046\u3068\u3044\u3046\u30b9\u30bf\u30f3\u30b9<\/span>\u3067\u3059\u3002<\/p>\n

\uff18\uff0e\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3 IR\u30c7\u30fc\u30bf<\/strong><\/h2>\n

\u30db\u30fc\u30e0\u30da\u30fc\u30b8\uff1a
\n<\/strong>https:\/\/www.tel.co.jp<\/a>
\n<\/strong><\/p>\n

\u682a\u4fa1\uff1a
\n<\/strong>https:\/\/stocks.finance.yahoo.co.jp\/stocks\/detail\/?code=8035.T<\/a>
\n<\/strong><\/p>\n

\uff13\uff0e\u4e88\u60f3\u3055\u308c\u308b\u76ee\u6a19\u682a\u4fa1\uff1a51,306\u5186
\n<\/strong><\/span>https:\/\/kabushiki.jp\/news\/436557<\/a>
\n<\/span><\/p>\n

2021\u5e742\u67085\u65e5\u7d42\u5024\uff1a40,520\u5186
\n2021\u5e743\u670819\u65e5\u7d42\u5024\uff1a42,130\u5186
\n2022\u5e743\u670825\u65e5\u7d42\u5024\uff1a64,680\u5186
\n(1\u5e74\u304b\u3051\u3066\u76ee\u6a19\u682a\u4fa1\u3092\u5927\u304d\u304f\u8d8a\u3048\u3066\u307e\u3059\uff01)<\/span><\/p>\n

\u306a\u304a\u305d\u306e\u5f8c\u3001\u534a\u5c0e\u4f53\u9298\u67c4\u304c\u5927\u304d\u304f\u4e0b\u3052\u308b\u5c40\u9762\u304c\u3042\u308a2022\u5e747\u6708\u306f4\u4e071\u5343\u5186\u53f0\u307e\u3067\u5927\u304d\u304f\u4e0b\u3052\u307e\u3057\u305f\u3002<\/span><\/p>\n

\u53c2\u8003\u53d6\u5f97\u5358\u4fa1(100\u682a\u5358\u4f4d)\uff1a460\u4e07\u5186\u203b
\n\u203b2022\u5e748\u670818\u65e5\u6642\u70b9<\/p>\n

\uff19\uff0e\u95a2\u9023\u8a18\u4e8b<\/strong><\/h2>\n

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\u3010\u6295\u8cc7\u3011\uff1cIT\u9298\u67c4\u7814\u7a76\uff1e\u300c\u521d\u4efb\u7d6642\u4e07\u5186\u3067\u8a71\u984c\u300d \u30b5\u30a4\u30d0\u30fc\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8 \u682a\u4fa1 \u3069\u3046\u306a\u308b<\/a><\/strong><\/p>\n

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