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文件名称：【高盛-2025研报】东丽公司（3402）：东丽工业（3402.T）：据报道参与日本-欧盟国防工业合作.pdf
文件大小：248.13 KB
总页数：6 页
更新时间：2025-07-02
总字数：约3.99万字
文档摘要

16June2025|6:42AMJST

TorayIndustries(3402.T):ReportedlyparticipatinginJapan-EUdefense

industrycooperation

AccordingtoaJune16Nikkeiarticle,JapanandtheEuropeanUnion(EU)willholdAtsushiIkeda

+81(3)4587-9940|

their?rstjointgovernment-industrymeetingonJune16todiscusscooperationinatsushi.ikeda@

GoldmanSachsJapanCo.,Ltd.

thedefenseindustry.TheNikkeiarticlesaysthatTorayIndustriesisexpectedto

HonhiHaruno

participate,alongwithJapaneseheavyindustrycompanies.Webelievethatacertain+81(3)4587-4192|

honhi.haruno@

portionofToray’scarbon?bercompositematerialssalesforaerospaceapplicationsGoldmanSachsJapanCo.,Ltd.

aredefense-related,andwewouldexpecttop-lineandpro?tgrowthinlinewith

expandingdefensebudgetsinJapanandoverseas.Iftheequitymarketincreasingly

recognizesTorayashavingadefense-relatedaspect,wethinkthiscouldhelpliftthe

shareprice.WereiterateourBuyrating.

AccordingtotheNikkeiarticle,theEUisworkingtobuildastablesupplynetworkfor

weaponsandcomponents,andithashighexpectationsforJapanasademocratic

partner.Thetwosidesareexpectedtodiscusscooperativemeasurestodevelopa

supplynetworkformaterialsandcomponentsinthedefense?eld.Toray’scarbon

?bercompositematerials,inw