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\u4e2d\u5805\u30fb\u5c02\u9580\u9632\u885b\u4f01\u696d<\/h3>\n\n\n\n

**\u65e5\u672c\u88fd\u92fc\u6240\uff085631\uff09**\u306f\u682a\u4fa19,845\u5186\u3067\u3001\u65e5\u672c\u552f\u4e00\u306e\u706b\u7832\u30fb\u7832\u8eab\u88fd\u9020\u4f01\u696d<\/strong>\u3068\u3057\u3066\u72ec\u5360\u7684\u5730\u4f4d\u3092\u6301\u3064\u3002\u5927\u578b\u935b\u9020\u54c1\u3001\u9632\u885b\u88c5\u5099\u54c1\u3092\u751f\u7523\u3057\u3001\u5f3e\u85ac\u62e1\u5145\u8a08\u753b\u306e\u76f4\u63a5\u7684\u53d7\u76ca\u8005\u3068\u306a\u308b\u3002<\/p>\n\n\n\n

**NEC\uff086701\uff09**\u306f\u9632\u885b\u4e8b\u696d\u3068\u3057\u3066\u6307\u63ee\u7d71\u5236\u30b7\u30b9\u30c6\u30e0\u3001\u30ec\u30fc\u30c0\u30fc\u30b7\u30b9\u30c6\u30e0\u3001\u901a\u4fe1\u88c5\u5099\u3001\u885b\u661f\u30b7\u30b9\u30c6\u30e0\u3092\u63d0\u4f9b\u3002\u9632\u885bIT\u30fb\u901a\u4fe1\u30a4\u30f3\u30d5\u30e9\u306e\u30ea\u30fc\u30c0\u30fc\u3067\u3042\u308a\u3001\u30b5\u30a4\u30d0\u30fc\u9632\u885b\u80fd\u529b\u3001\u5b87\u5b99\u76e3\u8996\u30b7\u30b9\u30c6\u30e0\u3067\u3082\u5f37\u307f\u300210\u6708\u306b\u306f\u6e96\u5929\u9802\u885b\u661f\u300c\u307f\u3061\u3073\u304d\u300d\u95a2\u9023\u88c5\u5099\u306e\u53d7\u6ce8\u3092\u7372\u5f97\u3002<\/p>\n\n\n\n

**\u4e09\u83f1\u96fb\u6a5f\uff086503\uff09**\u306f\u30ec\u30fc\u30c0\u30fc\u30b7\u30b9\u30c6\u30e0\uff08\u30d1\u30c8\u30ea\u30aa\u30c3\u30c8\u30df\u30b5\u30a4\u30eb\uff09\u3001\u9632\u885b\u885b\u661f\u3001\u30df\u30b5\u30a4\u30eb\u8a98\u5c0e\u30b7\u30b9\u30c6\u30e0\u3001\u8266\u8f09\u6226\u95d8\u30b7\u30b9\u30c6\u30e0\u3067\u4e3b\u5c0e\u7684\u5730\u4f4d\u3002\u682a\u4fa1\u306f\u53f2\u4e0a\u6700\u9ad8\u5024\u306b\u63a5\u8fd1\u3057\u3066\u304a\u308a\u3001\u9632\u885b\u90e8\u9580\u304c\u6210\u9577\u3092\u727d\u5f15\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

**\u6771\u4eac\u8a08\u5668\uff087721\uff09**\u306f\u682a\u4fa14,805\u5186\uff08+4.22%\uff09\u3067\u3001\u6d77\u4e8b\u30fb\u822a\u7a7a\u8a08\u5668\u3001\u9632\u885b\u822a\u6cd5\u30b7\u30b9\u30c6\u30e0\u3001\u30b8\u30e3\u30a4\u30ed\u30b3\u30f3\u30d1\u30b9\u3092\u88fd\u9020\u30022026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u9632\u885b\u30fb\u901a\u4fe1\u30bb\u30b0\u30e1\u30f3\u30c8\u58f2\u4e0a\u306f\u524d\u5e74\u6bd4+21.3%\u3068\u597d\u8abf\u3002\u8266\u8239\u30fb\u822a\u7a7a\u6a5f\u5411\u3051\u5c02\u9580\u88c5\u5099\u3067\u9632\u885b\u7701\u8abf\u9054\u30b7\u30a7\u30a2\u304c\u9ad8\u3044\u3002<\/p>\n\n\n\n

\u5c0f\u578b\u9632\u885b\u95a2\u9023\u682a\uff08\u9ad8\u30d9\u30fc\u30bf\u9298\u67c4\uff09<\/h3>\n\n\n\n

**\u7d30\u8c37\u706b\u5de5\uff084274\uff09**\u306f\u682a\u4fa11,300-1,400\u5186\u30ec\u30f3\u30b8\u3067\u3001\u8ecd\u7528\u7167\u660e\u5f3e\u3001\u767a\u7159\u7b52\u3092\u81ea\u885b\u968a\u5411\u3051\u306b\u88fd\u9020\u3059\u308b\u5c0f\u578b\u682a\u30022025\u5e74\u7b2c3\u56db\u534a\u671f\u306e\u55b6\u696d\u5229\u76ca\u306f36.1\u5104\u5186\uff08\u524d\u5e74\u6bd42.8\u500d\uff09\u3068\u6025\u62e1\u5927\u3002\u904e\u53bb\u306b\u306f\u5730\u653f\u5b66\u7684\u7dca\u5f35\u30672,000\u5186\u8d85\u307e\u3067\u6025\u9a30\u3057\u305f\u5b9f\u7e3e\u304c\u3042\u308a\u3001\u9632\u885b\u95a2\u9023\u30c6\u30fc\u30de\u3067\u306e\u5024\u52d5\u304d\u304c\u5927\u304d\u3044<\/strong>\u3002<\/p>\n\n\n\n

**\u77f3\u5ddd\u88fd\u4f5c\u6240\uff086208\uff09**\u306f\u6a19\u6e96\u5e02\u5834\u4e0a\u5834\u3067\u3001\u682a\u4fa1\u7d041,843\u5186\u3002\u6a5f\u96f7\u3001\u7206\u96f7\u3001\u7206\u5f3e\u30b1\u30fc\u30b7\u30f3\u30b0\u3092\u88fd\u9020\u3059\u308b\u5c0f\u578b\u682a\u3067\u3001\u5730\u57df\u5b89\u5168\u4fdd\u969c\u306e\u7dca\u5f35\u6642\u306b\u51fa\u6765\u9ad8\u304c\u6025\u5897\u3057\u682a\u4fa1\u304c\u5927\u304d\u304f\u5909\u52d5\u3059\u308b\u7279\u5fb4\u304c\u3042\u308b\u3002<\/p>\n\n\n\n

**\u8c4a\u548c\u5de5\u696d\uff086203\uff09**\u306f\u682a\u4fa1\u7d041,206\u5186\u3067\u3001\u5de5\u4f5c\u6a5f\u68b0\u3068\u5c0f\u706b\u5668\uff08\u30e9\u30a4\u30d5\u30eb\u3001\u6a5f\u95a2\u9283\uff09\u3092\u88fd\u9020\u3002\u65e5\u672c\u306e\u5c0f\u706b\u5668\u88fd\u9020\u306e\u4e2d\u5fc3\u4f01\u696d<\/strong>\u3067\u3042\u308a\u3001\u5c0f\u578b\u682a\u3086\u3048\u306b\u77ed\u671f\u7684\u306a\u6025\u9a30\u306e\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/p>\n\n\n\n

**\u30ca\u30d6\u30c6\u30b9\u30b3\uff086268\uff09**\u306f\u682a\u4fa12,300-2,400\u5186\u3067\u3001\u98db\u884c\u5236\u5fa1\u4f5c\u52d5\u88c5\u7f6e\uff08FCA\uff09\u3067\u56fd\u5185\u30b7\u30a7\u30a2100%\u3092\u8a87\u308b\u3002\u6c11\u9593\u30ed\u30dc\u30c3\u30c8\u5206\u91ce\u306b\u3082\u591a\u89d2\u5316\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u3053\u308c\u3089\u306e\u5c0f\u578b\u682a\u306f\u9ad8\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3060\u304c\u5730\u653f\u5b66\u30ea\u30b9\u30af\u6642\u306b\u5927\u304d\u304f\u4e0a\u6607\u3059\u308b\u50be\u5411<\/strong>\u304c\u3042\u308a\u3001\u77ed\u671f\u30c8\u30ec\u30fc\u30c0\u30fc\u5411\u3051\u306e\u6226\u8853\u7684\u6295\u8cc7\u5bfe\u8c61\u3068\u306a\u308b\u3002\u4e00\u65b9\u3001\u7dca\u5f35\u7de9\u548c\u6642\u306b\u306f\u6025\u843d\u30ea\u30b9\u30af\u3082\u3042\u308b\u3002<\/p>\n\n\n\n

\u9632\u885b\u30bb\u30af\u30bf\u30fc\u6295\u8cc7\u6226\u7565<\/h3>\n\n\n\n

\u30b3\u30a2\u4fdd\u6709\uff08\u5927\u578b\u682a\u30fb\u5b89\u5b9a\u6027\u91cd\u8996\uff09<\/strong>\uff1a\u4e09\u83f1\u91cd\u5de5\uff087011\uff09\u306f\u65d7\u8266\u9298\u67c4\u3060\u304c\u5272\u9ad8\u3001IHI\uff087013\uff09\u306f\u30ea\u30b9\u30af\u30fb\u30ea\u30bf\u30fc\u30f3\u30d0\u30e9\u30f3\u30b9\u304c\u826f\u304f\u6c11\u9593\u822a\u7a7a\u306b\u3088\u308b\u30c0\u30a6\u30f3\u30b5\u30a4\u30c9\u4fdd\u8b77\u3042\u308a\u3002\u6210\u9577\u30fb\u30e2\u30e1\u30f3\u30bf\u30e0\u6295\u8cc7\uff08\u4e2d\u578b\u682a\uff09<\/strong>\uff1a\u6771\u4eac\u8a08\u5668\uff087721\uff09\u3001\u30ca\u30d6\u30c6\u30b9\u30b3\uff086268\uff09\u3002\u9ad8\u30d9\u30fc\u30bf\u6226\u8853\u6295\u8cc7\uff08\u5c0f\u578b\u682a\uff09<\/strong>\uff1a\u77f3\u5ddd\u88fd\u4f5c\u6240\uff086208\uff09\u3001\u7d30\u8c37\u706b\u5de5\uff084274\uff09\u3001\u8c4a\u548c\u5de5\u696d\uff086203\uff09\u306f\u5730\u653f\u5b66\u30a4\u30d9\u30f3\u30c8\u6642\u306e\u77ed\u671f\u30c8\u30ec\u30fc\u30c9\u5411\u3051\u3002<\/p>\n\n\n\n

\u30ea\u30b9\u30af\u8981\u56e0\u3068\u3057\u3066\u3001\u653f\u7b56\u5909\u66f4\u3001\u4f4e\u5229\u76ca\u7387\uff08\u55b6\u696d\u5229\u76ca\u73875-7%\u304c\u4e00\u822c\u7684\uff09\u3001\u5927\u578b\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u640d\u5931\u30ea\u30b9\u30af\u3001\u8f38\u51fa\u898f\u5236\u306b\u3088\u308b\u6210\u9577\u5236\u7d04\u3001\u9ad8\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff08\u4e09\u83f1\u91cd\u5de5PER 43\u500d\uff09\u304c\u6319\u3052\u3089\u308c\u308b\u3002\u73fe\u5728\u306e\u682a\u4fa1\u6c34\u6e96\u306f\u591a\u304f\u306e\u697d\u89b3\u3092\u7e54\u308a\u8fbc\u3093\u3067\u304a\u308a\u3001\u77ed\u671f\u8abf\u6574\u306e\u53ef\u80fd\u6027\u3082\u3042\u308b\u3002<\/p>\n\n\n\n

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2025\u5e742\u6708\u306e\u7b2c7\u6b21\u30a8\u30cd\u30eb\u30ae\u30fc\u57fa\u672c\u8a08\u753b\u3067\u306f2040\u5e74\u307e\u3067\u306b\u96fb\u529b\u306e20%\u3092\u539f\u5b50\u529b\u3067\u8cc4\u3046<\/strong>\u76ee\u6a19\u304c\u8a2d\u5b9a\u3055\u308c\uff082023\u5e74\u306f6%\uff09\u3001\u300c\u539f\u5b50\u529b\u4f9d\u5b58\u5ea6\u3092\u53ef\u80fd\u306a\u9650\u308a\u4f4e\u6e1b\u300d\u3068\u3057\u305f\u524d\u8a08\u753b\u304b\u3089\u300c\u539f\u5b50\u529b\u306e\u6700\u5927\u9650\u6d3b\u7528\u300d\u3078\u5927\u8ee2\u63db\u3057\u305f\u3002\u3053\u308c\u306f\u30a8\u30cd\u30eb\u30ae\u30fc\u5b89\u5168\u4fdd\u969c\u3001AI\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u96fb\u529b\u9700\u8981\u3001\u8131\u70ad\u7d20\u5316\u306e\u8981\u8acb\u306b\u3088\u308b\u3082\u306e\u3060\u3002<\/p>\n\n\n\n

\u5e02\u5834\u306f\u5373\u5ea7\u306b\u53cd\u5fdc\u3057\u300110\u67086\u65e5\u306b\u95a2\u897f\u96fb\u529b\u304c+5.8%\u3001\u6771\u4eac\u96fb\u529b\u304c+6.5%\u4e0a\u6607<\/strong>\u3002\u4e00\u65b9\u3067\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u958b\u767a\u4f01\u696d\u306f-14%\u304b\u3089-15%\u4e0b\u843d\u3057\u305f\u3002<\/p>\n\n\n\n

\u539f\u5b50\u7089\u30e1\u30fc\u30ab\u30fc\u30fb\u30b5\u30fc\u30d3\u30b9\u4f01\u696d<\/h3>\n\n\n\n

**\u4e09\u83f1\u91cd\u5de5\u696d\uff087011\uff09**\u306f4,290\u5186\uff0810\u670818\u65e5\u6642\u70b9\uff09\u3067\u5e74\u521d\u6765+90%\u3002PWR\uff08\u52a0\u5727\u6c34\u578b\u539f\u5b50\u7089\uff09\u306e\u4e3b\u5c0e\u7684\u30e1\u30fc\u30ab\u30fc\u3067\u3001\u5148\u9032\u7684APWR\u8a2d\u8a08\u3068\u6b21\u4e16\u4ee3SRZ-1200\uff081.2GW\u30012030\u5e74\u4ee3\u534a\u3070\u5546\u696d\u5316\u76ee\u6a19\uff09\u3092\u958b\u767a\u4e2d\u3002\u5c0f\u578b\u30e2\u30b8\u30e5\u30fc\u30eb\u7089\uff08300MW\u7d1a\uff09\u3082\u958b\u767a\u3057\u3066\u3044\u308b\u30022017\u5e74\u306b\u30d5\u30e9\u30de\u30c8\u30fc\u30e0\uff08\u65e7\u30a2\u30ec\u30f4\u30a1\u539f\u5b50\u7089\u4e8b\u696d\uff09\u306e19%\u682a\u5f0f\u3092\u53d6\u5f97\u3002\u8328\u57ce\u770c\u6771\u6d77\u6751\u3067\u6838\u71c3\u6599\u88fd\u9020\u5de5\u5834\u3092\u904b\u55b6\uff08\u5e74\u9593440\u30c8\u30f3\u30a6\u30e9\u30f3\u51e6\u7406\u80fd\u529b\uff09\u3002\u539f\u5b50\u7089\u518d\u7a3c\u50cd\u652f\u63f4\u3001\u7279\u5225\u5b89\u5168\u65bd\u8a2d\u3001\u65b0\u8a2d\u5efa\u8a2d\u3067\u6069\u6075\u3092\u53d7\u3051\u308b\u3002\u4e16\u8ad6\u8abf\u67fb\u3067\u306f\u539f\u5b50\u7089\u518d\u7a3c\u50cd\u652f\u6301\u304c70%\u306b\u9054\u3057\u3066\u304a\u308a\u3001\u8ffd\u3044\u98a8\u3002<\/p>\n\n\n\n

**\u65e5\u7acb\u88fd\u4f5c\u6240\uff086501\uff09**\u306f4,490\u5186\u3067\u5e74\u521d\u6765+13.9%\u3001\u6642\u4fa1\u7dcf\u984d20.37\u5146\u5186\u3002BWR\uff08\u6cb8\u9a30\u6c34\u578b\u539f\u5b50\u7089\uff09\u5c02\u9580\u3067\u30012007\u5e74\u306bGE\u65e5\u7acb\u30cb\u30e5\u30fc\u30af\u30ea\u30a2\u30fb\u30a8\u30ca\u30b8\u30fc\u3092\u8a2d\u7acb\u3002\u3057\u304b\u3057\u82f1\u56fd\u539f\u5b50\u529b\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3067\u306e\u5de8\u984d\u640d\u5931\uff082020\u5e74\u306b2,964\u5104\u5186\u6e1b\u640d\uff09\u3092\u53d7\u3051\u3001\u6226\u7565\u7684\u306b\u30c7\u30b8\u30bf\u30eb\u30b7\u30b9\u30c6\u30e0\u3068\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u306b\u30b7\u30d5\u30c8\u3057\u305f\u30022021\u5e7412\u6708\u306b\u30ab\u30ca\u30c0OPG\u304b\u3089\u5c0f\u578b\u30e2\u30b8\u30e5\u30fc\u30eb\u7089BWRX-300\u306e\u5efa\u8a2d\u3092\u53d7\u6ce8\uff08\u30c0\u30fc\u30ea\u30f3\u30c8\u30f3\u30fb\u30b5\u30a4\u30c82\u57fa\uff09\u3002\u6771\u4eac\u96fb\u529b\u30fb\u4e2d\u90e8\u96fb\u529b\u3068BWR\u4e8b\u696d\u7d71\u5408\u306e\u5408\u5f01\u4f1a\u793e\u3092\u8a2d\u7acb\u3002<\/p>\n\n\n\n

**IHI\uff087013\uff09**\u306f2,886.5\u5186\u3067\u5e74\u521d\u6765+142.2%\u3068\u9632\u885b\u30fb\u822a\u7a7a\u5b87\u5b99\u3068\u5408\u308f\u305b\u3066\u6025\u9a30\u3002\u539f\u5b50\u7089\u683c\u7d0d\u5bb9\u5668\u3001\u5727\u529b\u5bb9\u5668\u3001\u92fc\u69cb\u9020\u7269\u3001\u9ad8\u30ec\u30d9\u30eb\u653e\u5c04\u6027\u5ec3\u68c4\u7269\u30ac\u30e9\u30b9\u56fa\u5316\u8a2d\u5099\u3092\u88fd\u9020\u3059\u308b\u3002<\/p>\n\n\n\n

\u96fb\u529b\u4f1a\u793e\uff08\u539f\u5b50\u529b\u8cc7\u7523\u4fdd\u6709\uff09<\/h3>\n\n\n\n

**\u6771\u4eac\u96fb\u529b\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\uff089501\uff09**\u306f759\u5186\u3067\u3001\u5e74\u521d\u6765+26.3%\u30016\u30ab\u6708\u3067+88.2%\u306e\u6025\u9a30\u3002\u6642\u4fa1\u7dcf\u984d1.19\u5146\u5186\u3002**\u4e16\u754c\u6700\u5927\u306e\u67cf\u5d0e\u5208\u7fbd\u539f\u5b50\u529b\u767a\u96fb\u6240\uff087\u57fa\uff09**\u3092\u4fdd\u6709\u3059\u308b\u304c\u3001\u798f\u5cf6\u7b2c\u4e00\u539f\u767a\u4e8b\u6545\u306e\u50b5\u52d9\u306b\u3088\u308a\u653f\u5e9c\u7ba1\u7406\u4e0b\u306b\u3042\u308b\u30026\u53f7\u6a5f\u30fb7\u53f7\u6a5f\u306f\u898f\u5236\u5f53\u5c40\u306e\u627f\u8a8d\u3092\u5f97\u305f\u304c\u5730\u5143\u306e\u53cd\u5bfe\u304c\u7d9a\u304d\u30017\u53f7\u6a5f\u306e\u518d\u7a3c\u50cd\u76ee\u6a19\u306f2029\u5e74\u30016\u53f7\u6a5f\u306f2031\u5e74\u306b\u5f8c\u9000\u30022025\u5e74\u590f\u306e\u518d\u7a3c\u50cd\u306f\u4e0d\u53ef\u80fd\u3068\u5224\u65ad\u3055\u308c\u3001\u682a\u4fa1\u306f\u518d\u7a3c\u50cd\u671f\u5f85\u3068\u9045\u5ef6\u61f8\u5ff5\u306e\u9593\u3067\u5909\u52d5\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

**\u95a2\u897f\u96fb\u529b\uff089503\uff09**\u306f1,984.5\u5186\u3067\u3001\u5e74\u521d\u6765-13.1%\u3060\u304c6\u30ab\u6708\u3067+38.7%\u3002\u6642\u4fa1\u7dcf\u984d2.21\u5146\u5186\u3002\u65e5\u672c\u306e\u96fb\u529b\u4f1a\u793e\u306e\u4e2d\u3067\u6700\u3082\u539f\u5b50\u529b\u4f9d\u5b58\u5ea6\u304c\u9ad8\u304f<\/strong>\u3001\u7f8e\u6d5c\u767a\u96fb\u6240\uff083\u57fa\uff09\u3001\u9ad8\u6d5c\u767a\u96fb\u6240\uff084\u57fa\u30011\u30fb2\u53f7\u6a5f\u306f2023\u5e748-9\u6708\u306b\u518d\u7a3c\u50cd\uff09\u3001\u5927\u98ef\u767a\u96fb\u6240\uff084\u57fa\uff09\u3092\u4fdd\u6709\u3002\u518d\u7a3c\u50cd\u3067\u5148\u884c\u3057\u3066\u304a\u308a\u3001\u9ad8\u5e02\u5185\u95a3\u4e0b\u3067\u306e\u539f\u767a\u63a8\u9032\u653f\u7b56\u306e\u6700\u5927\u53d7\u76ca\u8005\u306e\u4e00\u3064\u3002PER 8.55\u3001\u914d\u5f53\u5229\u56de\u308a2.64%\u3002<\/p>\n\n\n\n

**\u4e5d\u5dde\u96fb\u529b\uff089508\uff09**\u306f1,506\u5186\u3067\u5e74\u521d\u6765-12%\u3060\u304c6\u30ab\u6708\u3067+22.9%\u3002\u6642\u4fa1\u7dcf\u984d7.14\u5146\u5186\u3002\u5ddd\u5185\u539f\u5b50\u529b\u767a\u96fb\u6240\uff082\u57fa\u3001\u798f\u5cf6\u5f8c\u6700\u521d\u306b\u518d\u7a3c\u50cd\uff09\u3001\u7384\u6d77\u539f\u5b50\u529b\u767a\u96fb\u6240\uff082\u57fa\u7a3c\u50cd\u4e2d\uff09\u3092\u4fdd\u6709\u3002TSMC\u306e\u718a\u672c\u5de5\u5834\u7a3c\u50cd\u306b\u3088\u308b\u96fb\u529b\u9700\u8981\u5897<\/strong>\u304c\u8ffd\u52a0\u306e\u682a\u4fa1\u6750\u6599\u3002PER 6.22\u3001\u914d\u5f53\u5229\u56de\u308a3.32%\u3002<\/p>\n\n\n\n

**\u4e2d\u90e8\u96fb\u529b\uff089502\uff09**\u306f2,143\u5186\u3067\u5e74\u521d\u6765+22.8%\u30016\u30ab\u6708+27.2%\u3002\u6d5c\u5ca1\u539f\u5b50\u529b\u767a\u96fb\u6240\uff085\u57fa\u3001\u73fe\u5728\u505c\u6b62\u4e2d\uff09\u3092\u4fdd\u6709\u3002\u6771\u4eac\u96fb\u529b\u30fb\u65e5\u7acb\u3068\u306eBWR\u4e8b\u696d\u5408\u5f01\u306b\u53c2\u52a0\u3002<\/p>\n\n\n\n

**\u6771\u5317\u96fb\u529b\uff089506\uff09**\u306f1,074.5\u5186\u3067\u5e74\u521d\u6765-28%\u3060\u304c6\u30ab\u6708+11.7%\u3002\u5973\u5ddd\u539f\u5b50\u529b\u767a\u96fb\u62402\u53f7\u6a5f\uff08796MW\uff09\u304c2024\u5e7411\u6708\u306b\u518d\u7a3c\u50cd<\/strong>\u3057\u3001\u6771\u65e5\u672c\u306eBWR\u3068\u3057\u3066\u306f\u521d\u3081\u3066\u3002\u914d\u5f53\u5229\u56de\u308a3.72%\u3002<\/p>\n\n\n\n

**\u5317\u6d77\u9053\u96fb\u529b\uff089509\uff09**\u306f1,147.5\u5186\u3067\u5e74\u521d\u6765+12.2%\u30016\u30ab\u6708+81.6%\u3068\u6025\u9a30\u3002\u6cca\u539f\u5b50\u529b\u767a\u96fb\u6240\uff083\u57faPWR\uff09\u3092\u4fdd\u6709\u3057\u30012025\u5e744\u6708\u306b\u6cca3\u53f7\u6a5f\u304c\u539f\u5b50\u529b\u898f\u5236\u59d4\u54e1\u4f1a\u306e\u5b89\u5168\u5be9\u67fb\u3092\u901a\u904e<\/strong>\uff082021\u5e74\u4ee5\u6765\u521d\u306e\u627f\u8a8d\uff09\u30012027\u5e74\u306e\u518d\u7a3c\u50cd\u304c\u898b\u8fbc\u307e\u308c\u308b\u3002PER 9.6\u3001\u914d\u5f53\u5229\u56de\u308a2.61%\u3002<\/p>\n\n\n\n

\u4e2d\u56fd\u96fb\u529b<\/strong>\u306f\u5cf6\u6839\u539f\u5b50\u529b\u767a\u96fb\u62402\u53f7\u6a5f\uff08789MW\uff09\u304c2024\u5e7412\u6708\u306b\u518d\u7a3c\u50cd\u3057\u30012025\u5e741\u6708\u306b\u55b6\u696d\u904b\u8ee2\u958b\u59cb\u3002\u897f\u65e5\u672c\u521d\u306eBWR\u518d\u7a3c\u50cd\u3002<\/p>\n\n\n\n

**\u5317\u9678\u96fb\u529b\uff089505\uff09**\u306f895\u5186\u3067\u5e74\u521d\u6765-7.7%\u3002\u5fd7\u8cc0\u539f\u5b50\u529b\u767a\u96fb\u6240\uff082\u57fa\u30012011\u5e74\u4ee5\u964d\u505c\u6b62\uff09\u3092\u4fdd\u6709\u3059\u308b\u304c\u30012024\u5e741\u6708\u306e\u80fd\u767b\u534a\u5cf6\u5730\u9707\u306b\u3088\u308a\u767a\u96fb\u6240\u304c\u88ab\u707d\u3057\u3001\u518d\u7a3c\u50cd\u306b\u306f\u6570\u5e74\u898f\u6a21\u306e\u5b89\u5168\u8a55\u4fa1\u304c\u5fc5\u8981\u3002PER 6.27\u3001\u914d\u5f53\u5229\u56de\u308a2.24%\u3002<\/p>\n\n\n\n

\u539f\u5b50\u529b\u5efa\u8a2d\u30fb\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u4f01\u696d<\/h3>\n\n\n\n

**JESCO\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\uff081434\uff09**\u306f119,400\u5186\u3067\u5e74\u521d\u6765+19%\u30016\u30ab\u6708+41.5%\u3002\u539f\u5b50\u529b\u767a\u96fb\u6240\u306e\u96fb\u6c17\u8a08\u88c5\u30fb\u5236\u5fa1\u30b7\u30b9\u30c6\u30e0\u3092\u624b\u304c\u3051\u308b\u3002PER 7.55\u3001\u914d\u5f53\u5229\u56de\u308a4.02%\u3002<\/p>\n\n\n\n

**\u6771\u4eac\u30a8\u30cd\u30b7\u30b9\uff081945\uff09**\u306f1,744\u5186\u3067\u5e74\u521d\u6765+47.2%\u30016\u30ab\u6708+68.2%\u3068\u5927\u5e45\u4e0a\u6607\u3002\u539f\u5b50\u529b\u767a\u96fb\u6240\u306e\u5efa\u8a2d\u30fb\u4fdd\u5b88\u3001\u5730\u9707\u30fb\u6d25\u6ce2\u5bfe\u7b56\u5de5\u4e8b\u3092\u5b9f\u65bd\u3002PER 17.05\u3001\u914d\u5f53\u5229\u56de\u308a3.27%\u3002<\/p>\n\n\n\n

**\u65b0\u65e5\u672c\u7a7a\u8abf\uff081952\uff09**\u306f2,953\u5186\u3067\u5e74\u521d\u6765+70.9%\u30016\u30ab\u6708+61.9%\u3002\u539f\u5b50\u529b\u65bd\u8a2d\u306eHVAC\uff08\u7a7a\u8abf\u8a2d\u5099\uff09\u3068\u30a4\u30f3\u30d5\u30e9\u306e\u8a2d\u8a08\u30fb\u65bd\u5de5\u30fb\u4fdd\u5b88\u3092\u62c5\u5f53\u3002PER 15.21\u3001\u914d\u5f53\u5229\u56de\u308a2.71%\u3002<\/p>\n\n\n\n

**\u9ad8\u7530\u5de5\u696d\u6240\uff081966\uff09**\u306f1,623\u5186\u3067\u5e74\u521d\u6765+10.8%\u3002\u4f7f\u7528\u6e08\u307f\u71c3\u6599\u8caf\u8535\u7528\u306e\u30b9\u30c6\u30f3\u30ec\u30b9\u30d7\u30fc\u30eb\u5efa\u8a2d\u3092\u624b\u304c\u3051\u308b\u3002PER 8.42\u3001\u914d\u5f53\u5229\u56de\u308a4.31%\u3002<\/p>\n\n\n\n

**\u592a\u5e73\u96fb\u696d\uff081968\uff09**\u306f2,167\u5186\u3067\u5e74\u521d\u6765+20.8%\u30016\u30ab\u6708+35%\u3002\u65e5\u672c\u306e\u539f\u5b50\u529b\u767a\u96fb\u6240\u306e70%\u306e\u5efa\u8a2d\u306b\u95a2\u4e0e<\/strong>\u3057\u3001\u539f\u5b50\u7089\u5bb9\u5668\u8a2d\u7f6e\u3001\u84b8\u6c17\u767a\u751f\u5668\u8a2d\u7f6e\u3001\u5ec3\u7089\u4f5c\u696d\u3092\u5b9f\u65bd\u3002PER 12.9\u3001\u914d\u5f53\u5229\u56de\u308a3.09%\u3002<\/p>\n\n\n\n

**\u65e5\u672c\u88fd\u92fc\u6240\uff085631\uff09**\u306f10,090\u5186\u3067\u5e74\u521d\u6765+76.8%\u30016\u30ab\u6708+69%\u3002**\u539f\u5b50\u7089\u5727\u529b\u5bb9\u5668\u3068\u935b\u9020\u90e8\u54c1\u306e\u4e16\u754c\u6700\u5927\u88fd\u9020\u80fd\u529b\uff08670\u30c8\u30f3\uff09**\u3092\u6301\u3064\u3002PER 40.13\u3001\u914d\u5f53\u5229\u56de\u308a0.87%\u3002<\/p>\n\n\n\n

**\u5ca1\u91ce\u30d0\u30eb\u30d6\u88fd\u9020\uff086492\uff09**\u306f9,180\u5186\u3067\u5e74\u521d\u6765+74.9%\u30016\u30ab\u6708+100%\u3068\u500d\u5897\u3002\u539f\u5b50\u529b\u767a\u96fb\u6240\u5411\u3051\u9ad8\u6e29\u9ad8\u5727\u30d0\u30eb\u30d6\u3092\u88fd\u9020\u3002PER 17.54\u3001\u914d\u5f53\u5229\u56de\u308a0.65%\u3002<\/p>\n\n\n\n

\u52a9\u5ddd\u96fb\u6c17\u5de5\u696d\uff087711\uff09\u306f11,120\u5186\u3067\u5e74\u521d\u6765+452.4%\u30016\u30ab\u6708+570.3%\u3068\u9a5a\u7570\u7684\u306a\u4e0a\u6607<\/strong>\u3002\u9ad8\u901f\u5897\u6b96\u7089\u88c5\u7f6e\u3001\u96fb\u78c1\u30dd\u30f3\u30d7\u3001\u5236\u5fa1\u30b7\u30b9\u30c6\u30e0\u3092\u88fd\u9020\u3002PER 74.04\u3068\u9ad8\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3060\u304c\u3001\u539f\u5b50\u7089\u518d\u7a3c\u50cd\u30e2\u30e1\u30f3\u30bf\u30e0\u3067\u5c0f\u578b\u682a\u3068\u3057\u3066\u6700\u9ad8\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8a18\u9332\u3002<\/p>\n\n\n\n

**\u6728\u6751\u5316\u5de5\u6a5f\uff086378\uff09**\u306f1,161\u5186\u3067\u5e74\u521d\u6765+55.6%\u30016\u30ab\u6708+72%\u3002\u6838\u71c3\u6599\u8f38\u9001\u5bb9\u5668\u3001\u6fc3\u7e2e\u88c5\u7f6e\u3001\u653e\u5c04\u6027\u5ec3\u68c4\u7269\u51e6\u7406\u88c5\u7f6e\u3092\u88fd\u9020\u3002PER 12.67\u3001\u914d\u5f53\u5229\u56de\u308a3.53%\u3002<\/p>\n\n\n\n

\u539f\u5b50\u529b\u30bb\u30af\u30bf\u30fc\u6295\u8cc7\u6226\u7565<\/h3>\n\n\n\n

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\u4e3b\u8981\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u4f01\u696d<\/h3>\n\n\n\n

**\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff088035\uff09**\u306f\u682a\u4fa130,080\u5186\u3001\u6642\u4fa1\u7dcf\u984d13.78\u5146\u5186\u3067\u3001\u4e16\u754c\u7b2c3\u4f4d\u306e\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc<\/strong>\u3002\u30a6\u30a7\u30fc\u30cf\u30a8\u30c3\u30c1\u30f3\u30b0\u3001\u6210\u819c\u3001\u6d17\u6d44\u88c5\u7f6e\u306e\u30ea\u30fc\u30c0\u30fc\u3002\u5143CEO\u306e\u6771\u54f2\u90ce\u6c0f\u304c\u73fe\u5728\u30e9\u30d4\u30c0\u30b9\u3092\u7387\u3044\u308b\u3002FY2025\u58f2\u4e0a\u9ad82.43\u5146\u5186\uff08+32.8%\uff09\u3001\u55b6\u696d\u5229\u76ca6,973\u5104\u5186\uff08+52.8%\uff09\u3001\u914d\u5f53\u5229\u56de\u308a\u7d042.2%\u3001PER\u7d0423\u500d\u3002AI\u5411\u3051\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u9700\u8981\u3067\u597d\u8abf\u3002\u30e9\u30d4\u30c0\u30b9\u3068TSMC\u718a\u672c\u306e\u4e3b\u8981\u88c5\u7f6e\u4f9b\u7d66\u4f01\u696d<\/strong>\u3068\u3057\u3066\u76f4\u63a5\u7684\u306a\u53d7\u76ca\u8005\u3002<\/p>\n\n\n\n

\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff086857\uff09\u306f\u682a\u4fa114,865\u5186\u3001\u6642\u4fa1\u7dcf\u984d12.65\u5146\u5186\u3067\u3001\u534a\u5c0e\u4f53\u30c6\u30b9\u30c8\u88c5\u7f6e\u306e\u4e16\u754c\u7684\u30ea\u30fc\u30c0\u30fc\u3002\u54c1\u8cea\u7ba1\u7406\u306b\u4e0d\u53ef\u6b20\u3067\u3001AI\u5411\u3051\u30c1\u30c3\u30d7\u306e\u30c6\u30b9\u30c8\u9700\u8981\u304c\u62e1\u5927\u3002\u30e9\u30d4\u30c0\u30b9\u306e2nm\u30c1\u30c3\u30d7\u30c6\u30b9\u30c8\u306b\u5fc5\u9808\u306e\u4f9b\u7d66\u4f01\u696d\u3002\u65e5\u7d4c\u5e73\u5747\u3078\u306e\u5bc4\u4e0e\u5ea6\u304c\u6700\u5927\u7d1a\u3067\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u8cb7\u3044\u304c\u65fa\u76db\u3002\u300c\u5f8c\u5de5\u7a0b\u300d\u534a\u5c0e\u4f53\u30d7\u30ed\u30bb\u30b9\u3067EPS\u6210\u9577\u304c\u7279\u306b\u5f37\u3044<\/strong>\u3002<\/p>\n\n\n\n

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**SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\uff087735\uff09**\u306f\u682a\u4fa113,480\u5186\u3001\u6642\u4fa1\u7dcf\u984d1.296\u5146\u5186\u3002\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u306e\u4e3b\u8981\u30e1\u30fc\u30ab\u30fc\u3067\u3001\u30d5\u30a9\u30c8\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u306e\u30b3\u30fc\u30bf\u30fc\/\u30c7\u30d9\u30ed\u30c3\u30d1\u30fc\u30b7\u30b9\u30c6\u30e0\u3001\u30a6\u30a7\u30fc\u30cf\u6d17\u6d44\u30fb\u51e6\u7406\u88c5\u7f6e\u306b\u5f37\u307f\u3002FY2025\u58f2\u4e0a\u9ad86,253\u5104\u5186\uff08+23.8%\uff09\u3001\u55b6\u696d\u5229\u76ca1,357\u5104\u5186\uff08+44.1%\uff09\u3068\u904e\u53bb\u6700\u9ad8\u3092\u8a18\u9332\u3002PER\u7d0413\u500d\u3068\u6210\u9577\u7387\u306b\u5bfe\u3057\u3066\u5272\u5b89<\/strong>\u3002\u30e9\u30d4\u30c0\u30b9\u306e2nm\u751f\u7523\u30e9\u30a4\u30f3\u306e\u4e3b\u8981\u88c5\u5099\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3067\u3001\u7279\u306bEUV\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u306b\u5fc5\u9808\u306e\u30b3\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u73fe\u50cf\u30b7\u30b9\u30c6\u30e0\u3092\u4f9b\u7d66\u3002<\/p>\n\n\n\n

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**\u4fe1\u8d8a\u5316\u5b66\u5de5\u696d\uff084063\uff09**\u306f\u682a\u4fa14,897\u5186\u3067\u3001\u81ea\u5df1\u8cc7\u672c\u6bd4\u738782.6%\u3002\u4e16\u754c\u6700\u5927\u306e\u534a\u5c0e\u4f53\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30fc\u30cf\u30e1\u30fc\u30ab\u30fc<\/strong>\u3067\u3001\u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\u6750\u6599\u3067\u3082\u30b0\u30ed\u30fc\u30d0\u30eb\u30b7\u30a7\u30a2\u7d0430%\u3092\u6301\u3064\u3002\u30ec\u30a2\u30a2\u30fc\u30b9\u30de\u30b0\u30cd\u30c3\u30c8\u3001\u534a\u5c0e\u4f53\u5c01\u6b62\u6750\u3082\u751f\u7523\u3002\u7fa4\u99ac\u770c\u306e\u65b0\u5de5\u5834\u306b830\u5104\u5186\u3092\u6295\u8cc7\u3057\u5148\u9032\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u6750\u6599\u3092\u88fd\u9020\u3002FY2025\u7b2c1\u56db\u534a\u671f\u3067\u30a6\u30a7\u30fc\u30cf\u8ca9\u58f2+3.0%\u3001\u55b6\u696d\u5229\u76ca+11.8%\u3002\u7d14\u5229\u76ca\u738721.15%\u3068\u540c\u696d\u4ed6\u793e\u3067\u6700\u9ad8\u6c34\u6e96\u3002\u5b9f\u8cea\u7121\u501f\u91d1\uff08EBITDA\u6bd4\u7387\u30bc\u30ed\uff09\u3001\u6d41\u52d5\u60271.7\u5146\u5186\u30012024\u5e7412\u6708\u306b939.8\u5104\u5186\u306e\u81ea\u793e\u682a\u8cb7\u3044\u3092\u767a\u8868\u3002\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5b89\u5168\u4fdd\u969c\u6226\u7565\u3067\u91cd\u8981\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u6307\u5b9a<\/strong>\u3002<\/p>\n\n\n\n

SUMCO\uff083436\uff09\u306f\u4e16\u754c\u7b2c2\u4f4d\u306e\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30fc\u30cf\u30e1\u30fc\u30ab\u30fc<\/strong>\uff08\u4fe1\u8d8a\u5316\u5b66\u306b\u6b21\u3050\uff09\u3002\u4e09\u83f1\u30de\u30c6\u30ea\u30a2\u30eb\u3068\u306e\u5408\u5f01\u4e8b\u696d\u3092\u5c55\u958b\u3057\u3001300mm\u30a6\u30a7\u30fc\u30cf\u751f\u7523\u80fd\u529b\u3092\u62e1\u5927\u4e2d\u3002\u56fd\u5185\u30a6\u30a7\u30fc\u30cf\u4f9b\u7d66\u306f\u7d4c\u6e08\u5b89\u5168\u4fdd\u969c\u4e0a\u4e0d\u53ef\u6b20\u3068\u3055\u308c\u3001\u30ea\u30b7\u30e7\u30a2\u30ea\u30f3\u30b0\uff08\u56fd\u5185\u56de\u5e30\uff09\u65bd\u7b56\u306e\u53d7\u76ca\u8005\u3002<\/p>\n\n\n\n

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**TSMC\u718a\u672c\uff08JASM\uff09**\u306f\u653f\u5e9c\u304b\u30892\u5de5\u5834\u306b1.2\u5146\u5186\u306e\u88dc\u52a9\u91d1\u3092\u53d7\u3051\u300112nm\u300116nm\u300122nm\u300128nm\u30d7\u30ed\u30bb\u30b9\u30ce\u30fc\u30c9\u3092\u88fd\u9020\u3002\u7b2c1\u5de5\u5834\u306f2024\u5e742\u6708\u306b\u7a3c\u50cd\u30012024\u5e74\u7b2c4\u56db\u534a\u671f\u306b\u91cf\u7523\u958b\u59cb\u3002\u7b2c2\u5de5\u5834\u306f\u5efa\u8a2d\u4e2d\u3067\u30012025\u5e74\u4ee5\u964d\u306b5nm\u304a\u3088\u307310nm\u30ce\u30fc\u30c9\u3092\u4e88\u5b9a\u3002\u65e5\u672c\u4f01\u696d\u304b\u3089\u306e\u8abf\u9054\u306f\u88c5\u7f6e\u30fb\u6750\u6599\u306e60-70%\u3068\u63a8\u5b9a\u3055\u308c\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u304c\u6069\u6075\u3092\u53d7\u3051\u308b\u3002<\/p>\n\n\n\n

\u534a\u5c0e\u4f53\u30bb\u30af\u30bf\u30fc\u6295\u8cc7\u6226\u7565<\/h3>\n\n\n\n

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\u5206\u6563\u6295\u8cc7<\/strong>\uff1aGlobal X Japan Semiconductor ETF\uff082644\uff09\u306f\u30d0\u30b9\u30b1\u30c3\u30c8\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u4e3b\u8981\u9298\u67c4\u3059\u3079\u3066\u3092\u4e0a\u4f4d10\u4fdd\u6709\u306b\u542b\u307f\u3001\u500b\u5225\u9298\u67c4\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3002<\/p>\n\n\n\n

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\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u91cd\u8981\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u9298\u67c4\uff1a\u80fd\u52d5\u7684\u30b5\u30a4\u30d0\u30fc\u9632\u5fa1\u3067\u6025\u62e1\u5927<\/h2>\n\n\n\n

\u9ad8\u5e02\u6c0f\u306f\u81ea\u6c11\u515a\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u672c\u90e8\u306e\u521d\u4ee3\u672c\u90e8\u9577<\/strong>\u3067\u3042\u308a\u30012025\u5e745\u6708\u306b\u6210\u7acb\u3057\u305f\u80fd\u52d5\u7684\u30b5\u30a4\u30d0\u30fc\u9632\u5fa1\u6cd5<\/strong>\u3092\u4e3b\u5c0e\u3057\u305f\u3002\u653f\u5e9c\u306b\u3088\u308b\u5148\u5236\u7684\u30b5\u30a4\u30d0\u30fc\u4f5c\u6226\u306e\u6a29\u9650\u3001SIGINT\uff08\u4fe1\u53f7\u8adc\u5831\uff09\u80fd\u529b\u306e\u958b\u767a\u3001NSA\u306b\u985e\u4f3c\u3059\u308b\u653f\u5e9c\u5c02\u7528\u30b5\u30a4\u30d0\u30fc\u6a5f\u95a2\u306e\u5fc5\u8981\u6027\u3092\u8a34\u3048\u308b\u3002\u4f01\u696d\u306b\u306f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30bd\u30d5\u30c8\u306e\u5f37\u5236\u66f4\u65b0\u3001\u5b9a\u671f\u7684\u306a\u30b5\u30a4\u30d0\u30fc\u9632\u885b\u8a13\u7df4\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u5831\u544a\u7fa9\u52d9\u3092\u8ab2\u3059\u65b9\u91dd\u3002<\/p>\n\n\n\n

\u65e5\u672c\u306e\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5e02\u5834\u306fCAGR 13.6-22.6%\u3067\u6210\u9577\u3057\u30012030-2032\u5e74\u307e\u3067\u306b268\u5104-389\u5104\u5186<\/strong>\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u308b\u3002\u653f\u5e9c\u306e\u7d4c\u6e08\u5b89\u5168\u4fdd\u969c\u63a8\u9032\u6cd5\uff082022\u5e745\u6708\u65bd\u884c\uff09\u3001\u30e9\u30f3\u30b5\u30e0\u30a6\u30a7\u30a2\u653b\u6483\u306e\u6025\u5897\uff08KADOKAWA\u3001JAXA\u3001\u8907\u6570\u81ea\u6cbb\u4f53\u304c2024\u5e74\u306b\u88ab\u5bb3\uff09\u3001\u5730\u653f\u5b66\u7684\u7dca\u5f35\uff08\u4e2d\u56fd\u3001\u30ed\u30b7\u30a2\u3001\u5317\u671d\u9bae\u306e\u56fd\u5bb6\u652f\u63f4\u653b\u6483\u5897\u52a0\uff09\u30012027\u5e74\u5927\u962a\u4e07\u535a\u306a\u3069\u306e\u5927\u898f\u6a21\u30a4\u30d9\u30f3\u30c8\u5411\u3051\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u9700\u8981\u304c\u6210\u9577\u3092\u727d\u5f15\u3059\u308b\u3002<\/p>\n\n\n\n

\u7d14\u7c8b\u306a\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u4f01\u696d<\/h3>\n\n\n\n

**\u30c8\u30ec\u30f3\u30c9\u30de\u30a4\u30af\u30ed\uff084704\uff09**\u306f\u682a\u4fa17,700-9,150\u5186\u3001\u6642\u4fa1\u7dcf\u984d1.0-1.2\u5146\u5186\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30ea\u30fc\u30c0\u30fc<\/strong>\u3067\u3001Vision One\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001XDR\uff08\u62e1\u5f35\u691c\u77e5\u30fb\u5bfe\u5fdc\uff09\u3001\u30af\u30e9\u30a6\u30c9\u30fb\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u63d0\u4f9b\u3002FY2024\u58f2\u4e0a\u9ad82,726\u5104\u5186\uff08+9.6%\uff09\u3001\u7d14\u5229\u76ca344\u5104\u5186\uff08+220%\uff09\u3001\u55b6\u696d\u5229\u76ca\u738728.26%\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u306b25,000\u306e\u4f01\u696d\u9867\u5ba2\u3001\u9867\u5ba2\u306e74%\u304c4\u30e2\u30b8\u30e5\u30fc\u30eb\u4ee5\u4e0a\u3092\u4f7f\u7528\u3002\u914d\u5f53\u5229\u56de\u308a1.96-2.25%\u3002\u65e5\u672c\u6700\u5927\u306e\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u4f01\u696d<\/strong>\u3067\u653f\u5e9c\u3068\u306e\u5f37\u56fa\u306a\u95a2\u4fc2\u3092\u6301\u3061\u3001\u91cd\u8981\u30a4\u30f3\u30d5\u30e9\u4fdd\u8b77\u3092\u542b\u3080\u7d4c\u6e08\u5b89\u5168\u4fdd\u969c\u30a4\u30cb\u30b7\u30a2\u30c6\u30a3\u30d6\u306b\u53c2\u753b\u30022\u6708\u306b\u53f2\u4e0a\u6700\u9ad8\u502412,160\u5186\u3092\u8a18\u9332\u3057\u305f\u304c\u3001\u73fe\u5728\u306f\u8abf\u6574\u4e2d\u3002<\/p>\n\n\n\n

**\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30af\u30e9\u30a6\u30c9\uff084493\uff09**\u306f\u682a\u4fa11,750-2,820\u5186\u3001\u6642\u4fa1\u7dcf\u984d193\u5104\u5186-122\u767e\u4e07\u30c9\u30eb\u3002AI\u642d\u8f09\u306eWeb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/strong>\uff08WAF Shadankun\u3001WafCharm\u3001AWS WAF\u81ea\u52d5\u5316\uff09\u3092\u63d0\u4f9b\u3002\u5f93\u696d\u54e1136\u540d\u3001\u58f2\u4e0a\u9ad82,960\u4e07\u30c9\u30eb\uff08TTM\uff09\u3002\u5e74\u521d\u6765-37.94%\u3068\u9ad8\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff08\u30d9\u30fc\u30bf1.50\uff09\u3060\u304c\u3001AI\u99c6\u52d5\u306e\u8105\u5a01\u691c\u77e5\u3067\u9ad8\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3001\u7d4c\u6e08\u5b89\u5168\u4fdd\u969c\u653f\u7b56\u306e\u53d7\u76ca\u8005\u3002<\/p>\n\n\n\n

**\u30c7\u30b8\u30bf\u30eb\u30a2\u30fc\u30c4\uff082326\uff09**\u306f\u682a\u4fa15,450-7,400\u5186\u3001\u6642\u4fa1\u7dcf\u984d960\u5104-982\u5104\u5186\u3002\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304a\u3088\u3073\u30a2\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u65e5\u672c\u3001\u7c73\u56fd\u3001\u6b27\u5dde\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5411\u3051\u306b\u63d0\u4f9b\u3002\u5e74\u521d\u6765+37.1%\u304b\u3089+40.4%\u3068\u5f37\u529b\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9<\/strong>\u3002\u5b9f\u7e3e\u3042\u308b\u4f01\u696d\u3067\u3001\u4f01\u696d\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u652f\u51fa\u5897\u52a0\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3002<\/p>\n\n\n\n

**\u30e9\u30c3\u30af\uff083857\uff09**\u306f\u682a\u4fa1762-1,790\u5186\u3002\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5c02\u9580\u4f01\u696d\u3067\u3001\u65e5\u672c\u6700\u5927\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u76e3\u8996\u30bb\u30f3\u30bf\u30fc<\/strong>\u3092\u904b\u55b6\u3002\u60c5\u5831\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u69cb\u7bc9\u3068\u30ed\u30b0\u89e3\u6790\u30b5\u30fc\u30d3\u30b9\u304c\u4e3b\u529b\u3002\u653f\u5e9c\u30fb\u4f01\u696d\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30a4\u30f3\u30d5\u30e9\u306e\u91cd\u8981\u30d7\u30ec\u30fc\u30e4\u30fc\u3067\u3001\u5c02\u9580\u7684\u306a\u5c02\u9580\u77e5\u8b58\u3092\u6301\u3064\u3002<\/p>\n\n\n\n

**\u30bd\u30ea\u30c8\u30f3\u30b7\u30b9\u30c6\u30e0\u30ba\uff083040\uff09**\u306f\u682a\u4fa11,571\u5186\u3001\u6642\u4fa1\u7dcf\u984d274\u5104\u5186\u3067\u5e74\u521d\u6765+21.0%\u3002IT\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u7d44\u8fbc\u307f\u30b7\u30b9\u30c6\u30e0\u3092\u624b\u304c\u3051\u3001\u591a\u8981\u7d20\u8a8d\u8a3c\uff08Soliton OneGate\uff09\u306b\u5f37\u307f\u3002\u8a8d\u8a3c\u30fb\u30bb\u30ad\u30e5\u30a2\u30ea\u30e2\u30fc\u30c8\u30a2\u30af\u30bb\u30b9\u3067\u597d\u8abf\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u6d77\u5916\u30b5\u30fc\u30d3\u30b9\u62e1\u5927\u4e2d\u3002<\/p>\n\n\n\n

**FFRI\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\uff083692\uff09**\u306f\u682a\u4fa1971\u5186\u3067+2.12%\u3002\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u5c02\u9580\u6280\u8853\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3002<\/p>\n\n\n\n

**\u30b0\u30ed\u30fc\u30d0\u30eb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30a8\u30ad\u30b9\u30d1\u30fc\u30c8\uff084417\uff09**\u306f\u682a\u4fa14,150-6,290\u5186\u3067\u5909\u52d5\u304c\u5927\u304d\u3044\uff082024\u5e747\u6708\u306b6,290\u5186\u306e\u30d4\u30fc\u30af\u5f8c\u4e0b\u843d\uff09\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u3068\u6559\u80b2\u30b5\u30fc\u30d3\u30b9\u3001\u5305\u62ec\u7684\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u63d0\u4f9b\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5c02\u9580\u77e5\u8b58\u3078\u306e\u9700\u8981\u5897\u52a0\u3001\u6559\u80b2\u91cd\u8996\u306f\u653f\u5e9c\u306e\u4eba\u6750\u958b\u767a\u30a4\u30cb\u30b7\u30a2\u30c6\u30a3\u30d6\u306b\u5408\u81f4\u3002<\/p>\n\n\n\n

AMIYA\uff084258\uff09\u306f\u682a\u4fa11,012-4,195\u5186\u3001\u6642\u4fa1\u7dcf\u984d299\u5104-317\u5104\u5186\u3067\u5e74\u521d\u6765+205.3%\u3068\u9a5a\u7570\u7684\u306a\u6210\u9577<\/strong>\u3002\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u306e\u958b\u767a\u30fb\u88fd\u9020\u3002\u7d14\u7c8b\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u682a\u306e\u4e2d\u3067\u6700\u9ad8\u6210\u9577\u3001\u5f37\u529b\u306a\u30e2\u30e1\u30f3\u30bf\u30e0\u3002<\/p>\n\n\n\n

IT\u30a4\u30f3\u30d5\u30e9\u30fb\u30af\u30e9\u30a6\u30c9\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc<\/h3>\n\n\n\n

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\u91cd\u8981\u30a4\u30f3\u30d5\u30e9\u4fdd\u8b77\u5c02\u9580\u4f01\u696d<\/h3>\n\n\n\n

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