{"id":623,"date":"2025-05-03T09:17:10","date_gmt":"2025-05-03T00:17:10","guid":{"rendered":"https:\/\/www.kabutec.jp\/blog\/?p=623"},"modified":"2025-05-03T09:17:10","modified_gmt":"2025-05-03T00:17:10","slug":"%e5%b0%8f%e6%9d%be%e8%a3%bd%e4%bd%9c%e6%89%80%e3%81%ae%e6%a5%ad%e7%b8%be%e5%8b%95%e5%90%91","status":"publish","type":"post","link":"https:\/\/www.kabutec.jp\/blog\/?p=623","title":{"rendered":"\u5c0f\u677e\u88fd\u4f5c\u6240\u306e\u696d\u7e3e\u52d5\u5411"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">\u5c0f\u677e\u88fd\u4f5c\u6240\uff086301\uff09\u202f\u2015\u202f\u76f4\u8fd1\u306e\u696d\u7e3e\u30b5\u30de\u30ea\u30fc<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u9805\u76ee<\/th><th>2024\/3\u671f<\/th><th>2025\/3\u671f\uff08\u5b9f\u7e3e\uff09<\/th><th>2026\/3\u671f\u4f1a\u793e\u4e88\u60f3<\/th><\/tr><\/thead><tbody><tr><td>\u58f2\u4e0a\u9ad8<\/td><td>3\u51468,651\u5104\u5186<\/td><td><strong>4\u51461,044\u5104\u5186<\/strong>\uff08+6.2%\uff09<\/td><td><strong>3\u51467,450\u5104\u5186<\/strong>\uff08\u25b28.8%\uff09<\/td><\/tr><tr><td>\u55b6\u696d\u5229\u76ca<\/td><td>6,072\u5104\u5186<\/td><td><strong>6,571\u5104\u5186<\/strong>\uff08+8.2%\uff09<\/td><td><strong>4,780\u5104\u5186<\/strong>\uff08\u25b227.3%\uff09<\/td><\/tr><tr><td>\u5f53\u671f\u7d14\u5229\u76ca*<\/td><td>3,934\u5104\u5186<\/td><td><strong>4,396\u5104\u5186<\/strong>\uff08+11.7%\uff09<\/td><td><strong>3,090\u5104\u5186<\/strong>\uff08\u25b229.7%\uff09<\/td><\/tr><tr><td>\u55b6\u696d\u5229\u76ca\u7387<\/td><td>15.7%<\/td><td><strong>16.0%<\/strong><\/td><td><strong>12.8%<\/strong>\uff08\u4e88\u60f3\uff09<\/td><\/tr><tr><td>1\u682a\u5f53\u305f\u308a\u914d\u5f53<\/td><td>167\u5186<\/td><td><strong>190\u5186<\/strong>\uff08\u4e0a\u671f83\u5186\uff0f\u671f\u672b107\u5186\uff09<\/td><td><strong>190\u5186\uff0895\uff0b95\u5186\uff09<\/strong><\/td><\/tr><tr><td>\u4e88\u60f3\u70ba\u66ff\u524d\u63d0<\/td><td>\uff0d<\/td><td>\u5b9f\u52e2143\u5186\/US$<\/td><td><strong>135\u5186\/US$<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>*\u5f53\u793e\u682a\u4e3b\u306b\u5e30\u5c5e\u3059\u308b\u5f53\u671f\u7d14\u5229\u76ca\u2003<a href=\"https:\/\/finance-frontend-pc-dist.west.edge.storage-yahoo.jp\/disclosure\/20250428\/20250428525878.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Yahoo!\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\">2025\/3\u671f\uff08FY2024\uff09\u5b9f\u7e3e\u306e\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<ul>\n<li><strong>\u9271\u5c71\u6a5f\u68b0\u304c\u3051\u3093\u5f15<\/strong><br>\u2500 \u8cc7\u6e90\u4fa1\u683c\u306e\u5805\u8abf\u3055\u306b\u652f\u3048\u3089\u308c\u3001\u9271\u5c71\u6a5f\u68b0\u58f2\u4e0a\u304c2\u30b1\u30bf\u5897\u3002\u4e00\u822c\u5efa\u6a5f\u306e\u6e1b\u5c11\u3092\u76f8\u6bba\u3057\u3001\u5efa\u6a5f\u30fb\u8eca\u4e21\u90e8\u9580\u5168\u4f53\u306f\u58f2\u4e0a3\u51467,982\u5104\u5186\uff08+5.1%\uff09\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5229\u76ca5,989\u5104\u5186\uff08+4.3%\uff09\u3002<a href=\"https:\/\/finance-frontend-pc-dist.west.edge.storage-yahoo.jp\/disclosure\/20250428\/20250428525878.pdf?utm_source=chatgpt.com\" target=\"_blank\" rel=\"noreferrer noopener\">Yahoo!\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9<\/a><\/li>\n\n\n\n<li><strong>\u5317\u7c73\u30fb\u30aa\u30bb\u30a2\u30cb\u30a2\u304c\u597d\u8abf<\/strong><br>\u7c73\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u9700\u8981\u3068\u8c6a\u5dde\u9271\u5c71\u6848\u4ef6\u5897\u52a0\u3067\u3001\u30aa\u30bb\u30a2\u30cb\u30a2\u58f2\u4e0a\u306f+24%\u3068\u5730\u57df\u5225\u3067\u6700\u5927\u306e\u4f38\u3073\u3002\u6b27\u5dde\u30fb\u4e2d\u8fd1\u6771\u306f\u6a2a\u3070\u3044\u3001\u4e2d\u56fd\u306f\u4f4e\u6c34\u6e96\u306a\u304c\u3089\u4e0b\u671f\u306b\u56de\u5fa9\u50be\u5411\u3002<\/li>\n\n\n\n<li><strong>\u4fa1\u683c\u6539\u5584\u3068\u5186\u5b89\u3067\u5897\u76ca<\/strong><br>\u671f\u4e2d\u5e73\u5747\u70ba\u66ff143\u5186\/US$\u304c\u5229\u76ca\u3092\u62bc\u3057\u4e0a\u3052\u3002\u5024\u4e0a\u3052\u52b9\u679c\u3068\u30df\u30c3\u30af\u30b9\u6539\u5584\u3067\u55b6\u696d\u5229\u76ca\u7387\u306f\u904e\u53bb10\u5e74\u3067\u6700\u9ad8\u6c34\u6e96\u306b\u63a5\u8fd1\u3002<\/li>\n\n\n\n<li><strong>\u682a\u4e3b\u9084\u5143\u5f37\u5316<\/strong><br>\u5e74\u9593\u914d\u5f53190\u5186\uff08\u5897\u914d\uff09\uff0b<strong>1,000\u5104\u5186\u30fb\u767a\u884c\u6e08\u307f\u682a\u5f0f4.3%\u306e\u81ea\u5df1\u682a\u53d6\u5f97\u67a0<\/strong>\u3092\u767a\u8868\u3002\u682a\u6570\u6d88\u5374\u4e88\u5b9a\u3002<a href=\"https:\/\/www.reuters.com\/business\/komatsu-forecasts-27-profit-decline-this-year-amid-tariff-uncertainty-2025-04-28\/?utm_source=chatgpt.com\" target=\"_blank\" rel=\"noreferrer noopener\">Reuters<\/a><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\">2026\/3\u671f\uff08FY2025\uff09\u4f1a\u793e\u8a08\u753b<\/h4>\n\n\n\n<ul>\n<li><strong>\u4fdd\u5b88\u7684\u30ac\u30a4\u30c0\u30f3\u30b9<\/strong> \u2013 \u70ba\u66ff\u524d\u63d0135\u5186\/US$\uff08\u25b28\u5186\uff09\u3001\u7c73\u56fd\u65b0\u95a2\u7a0e\u30fb\u7269\u6d41\u8cbb\u4e0a\u6607\u3092\u7e54\u8fbc\u307f\u3001\u55b6\u696d\u5229\u76ca\u25b227%\u3092\u898b\u8fbc\u3080\u3002<\/li>\n\n\n\n<li><strong>\u9700\u8981\u30b7\u30ca\u30ea\u30aa<\/strong> \u2013\n<ul>\n<li><strong>\u9271\u5c71<\/strong>\uff1a\u9285\u30fb\u91d1\u597d\u8abf\u3060\u304c\u3001\u9244\u9271\u77f3\u4fa1\u683c\u306e\u8abf\u6574\u3092\u7e54\u8fbc\u307f\u6a2a\u3070\u3044\u3002<\/li>\n\n\n\n<li><strong>\u5efa\u8a2d\u6a5f\u68b0<\/strong>\uff1a\u7c73\u4f4f\u5b85\u7740\u5de5\u6e1b\u3068\u4e2d\u56fd\u4e0d\u52d5\u7523\u4e0d\u632f\u3067\u53f0\u6570\u5fae\u6e1b\u3092\u60f3\u5b9a\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u69cb\u9020\u6539\u9769\u30fb\u6210\u9577\u6295\u8cc7<\/strong> \u2013 \u96fb\u52d5\u30df\u30cb\u30b7\u30e7\u30d9\u30eb\u3001\u30d5\u30eb\uff25\uff36\u30c0\u30f3\u30d7\u3001AHS\uff08\u81ea\u52d5\u904b\u8ee2\u30c0\u30f3\u30d7\uff09\u62e1\u8ca9\u3092\u52a0\u901f\u3002<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\">\u4e2d\u671f\u30c8\u30ec\u30f3\u30c9\u3068\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u8ffd\u3044\u98a8<\/th><th>\u9006\u98a8<\/th><\/tr><\/thead><tbody><tr><td><em>\u5317\u7c73\u30a4\u30f3\u30d5\u30e9\u62e1\u5927<\/em>\uff08IIJA\u30fbIRA\u95a2\u9023\u9700\u8981\uff09<\/td><td><em>\u5186\u9ad8<\/em>: 1\u5186\u5186\u9ad8\u3067\u55b6\u696d\u5229\u76ca\u25b228\u5104\u5186\u7a0b\u5ea6\u306e\u611f\u5fdc\u5ea6<\/td><\/tr><tr><td><em>\u9271\u5c71\u5411\u3051\u81ea\u52d5\u5316\u30fb\u8131\u70ad\u7d20\u9700\u8981<\/em>\uff08AHS\u30fb\u96fb\u52d5\u6a5f\uff09<\/td><td><em>\u7c73\u56fd\u30fb\u30a4\u30f3\u30c9\u5411\u3051\u95a2\u7a0e\/\u5730\u653f\u5b66\u30ea\u30b9\u30af<\/em><\/td><\/tr><tr><td>*\u30b9\u30de\u30fc\u30c8\u30b3\u30f3\u30b9\u30c8\u30e9\u30af\u30b7\u30e7\u30f3\u00ae*\u306b\u3088\u308bDX\u53ce\u76ca<\/td><td><em>\u4e2d\u56fd\u4e00\u822c\u5efa\u6a5f\u4f4e\u8ff7<\/em>\uff08\u696d\u754c\u53f0\u6570\u25b240%\u6c34\u6e96\u304b\u3089\u306e\u56de\u5fa9\u4e0d\u900f\u660e\uff09<\/td><\/tr><tr><td><em>\u9ad8\u6c34\u6e96\u306e\u682a\u4e3b\u9084\u5143\uff08\u914d\u5f53\uff0b\u8cb7\u3044\u623b\u3057\uff09<\/em><\/td><td><em>\u8cc7\u6e90\u4fa1\u683c\u30b5\u30a4\u30af\u30eb<\/em>\u306b\u5de6\u53f3\u3055\u308c\u308b\u58f2\u4e0a\u6bd4\u7387\u306e\u9ad8\u3055<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\u6295\u8cc7\u5bb6\u8996\u70b9\u3067\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8<\/h3>\n\n\n\n<ol>\n<li><strong>\u70ba\u66ff\u611f\u5fdc\u5ea6<\/strong><br>\u4f1a\u793e\u524d\u63d0135\u5186\/US$\u3092\u4e0a\u56de\u308b\u304b\u304c\u6700\u5927\u306e\u5909\u52d5\u8981\u7d20\u3002\u5186\u5b89\u57fa\u8abf\u304c\u7d9a\u3051\u3070\u30ac\u30a4\u30c0\u30f3\u30b9\u4e0a\u632f\u308c\u4f59\u5730\u3002<\/li>\n\n\n\n<li><strong>\u7c73\u56fd\u95a2\u7a0e\u306e\u6700\u7d42\u78ba\u5b9a\u5024<\/strong><br>\u5efa\u6a5f\u5b8c\u6210\u54c1\u3078\u306e\u8ffd\u52a0\u95a2\u7a0e\u304c\u30d5\u30eb\u9069\u7528\u3055\u308c\u308b\u304b\u3001\u90e8\u6750\u8abf\u9054\u79fb\u7ba1\u3067\u5438\u53ce\u3067\u304d\u308b\u304b\u306b\u6ce8\u76ee\u3002<\/li>\n\n\n\n<li><strong>\u9271\u5c71CAPEX\u8a08\u753b<\/strong><br>\u5927\u624b\u9271\u5c71\u4f1a\u793e\uff08BHP\u30fbRio Tinto 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class=\"wp-block-heading\">\u307e\u3068\u3081<\/h4>\n\n\n\n<p><em>FY24\uff082025\/3\u671f\uff09\u306f\u5186\u5b89\u30fb\u4fa1\u683c\u662f\u6b63\u3067\u904e\u53bb\u6700\u9ad8\u76ca\u3092\u66f4\u65b0\u30022026\/3\u671f\u306f\u70ba\u66ff\u6b63\u5e38\u5316\u3068\u30b3\u30b9\u30c8\u5897\u3092\u7e54\u8fbc\u3093\u3060\u6e1b\u76ca\u4e88\u60f3\u3067\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u4fdd\u5b88\u7684\u3002\u5317\u7c73\u30a4\u30f3\u30d5\u30e9\u3068\u9271\u5c71\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u304c\u4e2d\u671f\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u306a\u308b\u4e00\u65b9\u3001\u5186\u9ad8\u3068\u95a2\u7a0e\u304c\u4e3b\u8981\u30ea\u30b9\u30af\u3002\u914d\u5f53190\u5186\u7dad\u6301\uff0b1,000\u5104\u5186\u306e\u81ea\u793e\u682a\u8cb7\u3044\u3067\u682a\u4e3b\u9084\u5143\u59ff\u52e2\u306f\u5f37\u3044\u3002<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5c0f\u677e\u88fd\u4f5c\u6240\uff086301\uff09\u202f\u2015\u202f\u76f4\u8fd1\u306e\u696d\u7e3e\u30b5\u30de\u30ea\u30fc \u9805\u76ee 2024\/3\u671f 2025\/3\u671f\uff08\u5b9f\u7e3e\uff09 2026\/3\u671f\u4f1a\u793e\u4e88\u60f3 \u58f2\u4e0a\u9ad8 3\u51468,651\u5104\u5186 4\u51461,044\u5104\u5186\uff08+6.2%\uff09 3\u51467,450\u5104\u5186\uff08\u25b28.8%\uff09 \u55b6\u696d\u5229 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"_links":{"self":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/623"}],"collection":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=623"}],"version-history":[{"count":1,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/623\/revisions"}],"predecessor-version":[{"id":624,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/623\/revisions\/624"}],"wp:attachment":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=623"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=623"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=623"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}