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伊藤忠商事株式会社(ITOCHU):2025财年业绩附录:按细分市场划分的高增长潜力领域(英文版)(12页).pdf

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1、Copyright ITOCHU Corporation.All Rights Reserved.(Appendix)Areas with High Growth Potential by SegmentForward-Looking StatementsData and projections contained in these materials are based on the information available at the time of publication,and various factors may cause the actual resultsto diffe

2、r materially from those presented in such forward-looking statements.ITOCHU Corporation,therefore,wishes to caution that readers should not place unduereliance on forward-looking statements,and further,that ITOCHU Corporation has no obligation to update any forward-looking statements as a result of

3、newinformation,future events or other developments.*FY2025 refers to the fiscal year ended March 2026.FY2026 refers to the fiscal year ending March 2027.Copyright ITOCHU Corporation.All Rights Reserved.MachineryEnhancing functions in the North American Power business,including renewable energy,and i

4、n the shipping and aerospace areasStrengthening the value chain by overseas partnerships with Japanese manufacturers in the automobile and construction machinery areasTextileExpanding sports business centered around DESCENTE,and strengthening the value chain of the footwear businessEnhancing core br

5、ands and improving profitability through the strengthening of directly managed storesThe 8thStrengthening business foundations in advertising and media,retail finance,and healthcare sectorsCreating new consumer-related businessesICT&Financial BusinessStrengthening the digital value chain centered ar

6、ound CTCExpanding overseas business in the retail finance and insurance areasExpanding the business foundation in growth areas such as space and satellite,healthcare,circular-economy-related business,etc.General Products&RealtyExpanding functions and strengthening profitability in the North American

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1. **各业务板块增长战略**: - **纺织**:强化DESCENTE品牌,目标FY26净利润达190亿日元(CAGR 25%)。 - **机械**:扩大北美电力业务(FY26计划利润278亿日元),与日企合作加强汽车/工程机械价值链。 - **金属矿产**:追加巴西铁矿石投资,布局脱碳项目(如直接还原铁)。 - **能源化工**:扩大储能业务,强化ITOCHU CHEMICAL FRONTIER等核心公司。 - **食品**:通过FOODATA数据平台优化食品供应链,整合批发业务。 - **房地产**:收购北美Wood Partners 19.5%股权,强化建材与地产协同。 - **ICT与金融**:CTC目标FY28利润800亿日元,拓展零售保险与数字广告业务。 2. **跨领域协同**: - 通过“第八公司”整合消费相关业务(如FamilyMart、BOOKOFF),开发新增长点。 - 强调“前线视角”和“市场导向”,推动各板块盈利提升。
**DESCENTE增长秘诀?** **北美电力机遇何在?** **金属矿投资新动向?**
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