2 upward conversion signal brands for the new technology “Gigacast” for EV production! Cost reduction through integrated molding of parts; focus on casting machine-related products

Conventionally, an automobile body composed of many parts is integrally molded with a large casting machine (die casting machine),A new production technology, “Gigacast,” which aims to reduce costs in electric vehicle (EV) manufacturing, is attracting attention.Overseas players, starting with the US Tesla, have already begun to introduce it, and it was delayed $Toyota Motor (TM.US)$Last year, they also announced a policy to be adopted for EVs from '26 onwards. $Subaru (7270.JP)$Ya $Honda Motor (7267.JP)$It is said that they are also considering adoption.

The brands related to Gigacast where the Golden Cross occurred on the most recent chart are UBE and Taiki Aluminum
◆ $Ube (4208.JP)$
A major chemical manufacturer. We handle a wide range of products, such as molding machines, industrial machinery, and lithium-ion rechargeable battery materials. Major auto parts company $Ryobi (5851.JP)$On 23/9/14, it was announced that it had ordered an ultra-large die-casting machine for Gigacast from UBE's machinery business subsidiary UBE Machinery, and stock prices skyrocketed. The consolidated financial results for the fiscal year ending March 24 are forecast to decline due to poor performance in resins and chemical products, but ordinary income and net profit are expected to turn into surplus due to improvements in profitability in the cement-related business. On 23/12/14, it was reported that Toyota would purchase a gigacast casting machine from UBE (Chubu Keizai Shimbun). On the 27th of the same month, a golden cross occurred where the 5-day moving average exceeded the 200-day moving average.

◆ $Daiki Aluminium Industry (5702.JP)$
A major aluminum secondary alloy company headquartered in Osaka. Our main clients include the automobile industry. Approximately 1 billion yen was invested in a factory in Shiga Prefecture, and a casting device with a force of 3,500 tons to tighten molds was put into operation. (January 4, 24, Nikkei). On January 4, the beginning of the year, the 5-day moving average surpassed the 25-day moving average. Sales prices have declined due to a decline in aluminum demand in China, etc., and consolidated sales for the fiscal year ending 24/3 are expected to fall 2.7% to 265.6 billion yen, and net profit is expected to fall 70.4% to 2.88 billion yen.

▼ Major automotive aluminum parts company $Ryobi (5851.JP)$It was announced in 23/7 that they would begin introducing Gigacast technology. Machines have been ordered from UBE, and parts orders are mainly expected from domestic automobile manufacturers etc. from 25/3.

▼ Of cast product manufacturing $JMC (5704.JP)$It was announced in 23/9 that it had completed the introduction of large casting equipment used in the Gigacast method.

▼ It is a major die-casting (casting) company, and SUBARU etc. are its main customers $Ahresty (5852.JP)$has received Toyota's Gigacast recruitment announcement, and is in the process of considering whether it is necessary to introduce Gigacast. (Summary of questions from the 23rd Annual General Meeting of Shareholders)

▼ Expectations for Gigacast are high, but disadvantages such as the fact that transportation is difficult because parts become larger and repair costs in the event of an accident tend to be expensive have also been pointed out. Major Toyota parts company $Aisin (7259.JP)$President Yoshida Moritaka made it clear that they are considering a structure that divides it into multiple parts in order to make transportation and repairs easier even with the Gigacast method. (Interview with Nihon Keizai Shimbun dated 1/4)

▼ We handle secondary aluminum alloys $Daiki Aluminium Industry (5702.JP)$Approximately 1 billion yen was invested in a factory in Shiga prefecture, and a casting device with a force of 3,500 tons to tighten the mold was put into operation. (January 4, 24, Nikkei)

Also at a turning point for auto parts materials?
It is said that casting devices using Gigacast cannot handle iron that has a high melting point and is difficult to melt, so the material must be converted to aluminum, which is a low melting point metal. If this technology spreads, the impact on material manufacturers is likely to increase. $JFE Holdings (5411.JP)$President Atsushi Kakiki stated that the amount of steel used “will clearly decrease” about the fact that development of Gigacast is progressing (23/7/12, Nihon Keizai Shimbun), showing a sense of crisis.