业绩会纪要/业绩材料解读
- 最近一次业绩的核心不是单季波动，而是 NAND ASP、SSD/Storage mix 与 AI data center 需求同时向上，导致收入、毛利和经营现金流同步修复。
- 利润弹性明显大于收入弹性，说明周期上行阶段的 operating leverage 已经兑现。关键问题从“是否复苏”转向“复苏能维持多久、价格纪律能否持续”。
- 现金和权益改善让资产负债表风险下降，但估值已经把未来几个季度的强周期延续提前资本化。
核心判断：这组三家公司代表日本 AI infrastructure 的两条主线：Kioxia 是 AI storage / NAND pricing beta，Furukawa 和 Fujikura 是 AI data center optical infrastructure beta。
三者都已经被市场重新定价，差异在于纯度和风险：5803 最纯、估值最吃持续性；285A 弹性最大但周期属性强；5801 最分散，若 margin 抬升能兑现，估值修复空间更耐看。
Fundamental reasoning
News flow
Technical setup
Valuation snapshot
Business mechanism
Data dashboard
横向比较
| Ticker | Company | Theme | Sales YoY | OP margin | P/E | Read-through |
|---|---|---|---|---|---|---|
| 285A | Kioxia | NAND / SSD / AI storage | +37.0% | 37.2% | 49.0 | 高弹性，但已经是高预期资产 |
| 5801 | Furukawa Electric | optical cable / power infrastructure / diversified industrial | +8.8% | 4.9% | 49.0 | 转型弹性明显，但纯度低于 5803 |
| 5803 | Fujikura | AI data center optical fiber pure-play | +20.7% | 16.0% | 53.0 | 三者中 AI optical 纯度最高，但估值最吃持续性 |
285A
Kioxia
キオクシアホールディングス / Kioxia Holdings Corporation
NAND / SSD / AI storage · 高弹性，但已经是高预期资产
プライム
TOPIX Mid400
電機・精密 / 電気機器
Close
49,770
2026-05-19
5D / 20D
+8.0% / +53.6%
price momentum
Sales growth
+37.0%
¥2.34tn
OP margin
37.2%
OP ¥870.4bn
Net margin
23.7%
NP ¥554.5bn
P/E / P/S / P/B
49.0 / 11.6 / 19.4
valuation snapshot
新闻流判断
- 新闻流集中在 FY results、ADS 上市准备、Nanya 长期供给/投资安排，以及面向 AI / high-performance PC / server 的 SSD 产品发布。
- 正面信号是公司正在把自己从普通 NAND beta 重新包装成 AI memory hierarchy 资产；负面信号是股价已快速前置反映这个叙事。
业务本身怎么理解
- 业务本质是闪存和 SSD 周期资产，价格、稼动率、产品 mix、客户库存是利润的第一驱动。
- AI 的增量不只是容量，而是把 SSD 放进 GPU 附近的数据路径，形成高 IOPS / high-density storage 的新定位。
- 核心跟踪变量：NAND contract price、enterprise SSD demand、capex discipline、Sandisk JV 和 Nanya/DRAM 合作的执行节奏。
股价技术面
多头趋势：复权价高于 MA20/MA50，RSI14 71.3，趋势仍强。
90D range: 10,330 - 53,490; YTD +338.5%. adjusted for corporate actions.
估值分析
当前估值更像在给 AI storage 期权定价，而不是给传统 NAND 周期股定价。 如果 FY2026/03 是周期中段而非峰值，估值可被高利润率消化；如果 NAND ASP 回落，PE 和 P/B 会迅速失去支撑。
Raw market cap ¥27.18tn; FY EPS 1,024.07; CFO margin 26.4%.
主要风险
- NAND 价格回落
- AI SSD 渗透低于预期
- 资本开支重新上行压低 FCF
- 美股 ADS 事件后的估值波动
Data dashboard
保留原先的数据展示感：价格路径、财务摘要、交易结构和可展开明细表都在这里。
90D price path
Price path and momentum use adjusted for corporate actions.
Price and liquidity
| Latest close | 49,770 | 1D -3.3% |
|---|---|---|
| 90D range | 10,330 - 53,490 | adjusted for corporate actions |
| 5D / 20D / YTD | +8.0% / +53.6% / +338.5% | adjusted for corporate actions |
| 20D avg volume | 31,074,545 | latest 50,094,200 |
| Latest turnover | ¥2.54tn | cash market activity |
| Since first bar | +3008.7% | adjusted for corporate actions |
Financial snapshot
| Sales | ¥2.34tn | YoY +37.0% |
|---|---|---|
| Operating profit | ¥870.4bn | YoY +92.7% |
| OP margin | 37.2% | previous FY 26.5% |
| Net profit | ¥554.5bn | YoY +103.6% |
| EPS / Equity ratio | 1,024.07 / 37.9% | FY snapshot |
| CFO / CFI / CFF | ¥616.5bn / -¥221.5bn / -¥96.1bn | cash-flow mix |
| Cash and equivalents | ¥470.7bn | balance sheet liquidity |
Valuation and technicals
| Market cap | ¥27.18tn | close x shares |
|---|---|---|
| P/E | 49.0 | based on FY net profit |
| P/S | 11.6 | market cap / sales |
| P/B | 19.4 | market cap / equity |
| RSI14 / MA20 / MA50 | 71.3 / 40,137 / 29,880 | technical context |
Trading structure
| Short sell value | ¥690.5bn | 27.2% of turnover |
|---|---|---|
| Long buy value | ¥1.42tn | daily breakdown |
| New margin buy | ¥791.2bn | daily breakdown |
| New margin sell | ¥302.3bn | daily breakdown |
| Net new margin flow | +¥488.9bn | new buy minus new sell |
| Weekly long / short margin vol | 11.6 | latest margin interest |
| TSE Prime foreign / individual net | +¥1.2bn / -¥468.4mn | 2026-05-07 to 2026-05-08 |
Market participant flow
Raw tables
Daily bars
| Date | Code | O | H | L | C | AdjO | AdjH | AdjL | AdjC | AdjFactor | Vo | AdjVo | Va |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 00:00:00 | 285A0 | 33,000 | 33,950 | 31,010 | 33,870 | 33,000 | 33,950 | 31,010 | 33,870 | 1 | 46,786,500 | 46,786,500 | 1,521,293,881,000 |
| 2026-04-17 00:00:00 | 285A0 | 33,440 | 33,480 | 30,460 | 30,530 | 33,440 | 33,480 | 30,460 | 30,530 | 1 | 43,942,400 | 43,942,400 | 1,389,282,223,000 |
| 2026-04-20 00:00:00 | 285A0 | 31,180 | 31,730 | 30,090 | 30,510 | 31,180 | 31,730 | 30,090 | 30,510 | 1 | 34,333,100 | 34,333,100 | 1,064,256,428,000 |
| 2026-04-21 00:00:00 | 285A0 | 30,780 | 32,880 | 30,710 | 32,740 | 30,780 | 32,880 | 30,710 | 32,740 | 1 | 25,308,700 | 25,308,700 | 814,589,181,000 |
| 2026-04-22 00:00:00 | 285A0 | 33,000 | 35,080 | 32,400 | 34,800 | 33,000 | 35,080 | 32,400 | 34,800 | 1 | 33,385,900 | 33,385,900 | 1,141,177,664,000 |
| 2026-04-23 00:00:00 | 285A0 | 36,500 | 36,680 | 33,750 | 35,380 | 36,500 | 36,680 | 33,750 | 35,380 | 1 | 37,506,500 | 37,506,500 | 1,324,172,577,000 |
| 2026-04-24 00:00:00 | 285A0 | 35,250 | 35,600 | 34,150 | 34,580 | 35,250 | 35,600 | 34,150 | 34,580 | 1 | 26,027,500 | 26,027,500 | 906,671,858,000 |
| 2026-04-27 00:00:00 | 285A0 | 35,410 | 36,440 | 35,030 | 35,470 | 35,410 | 36,440 | 35,030 | 35,470 | 1 | 23,623,700 | 23,623,700 | 843,618,626,000 |
| 2026-04-28 00:00:00 | 285A0 | 36,400 | 37,430 | 36,200 | 36,320 | 36,400 | 37,430 | 36,200 | 36,320 | 1 | 25,822,100 | 25,822,100 | 950,413,271,000 |
| 2026-04-30 00:00:00 | 285A0 | 37,460 | 38,270 | 36,920 | 37,560 | 37,460 | 38,270 | 36,920 | 37,560 | 1 | 29,168,400 | 29,168,400 | 1,097,334,027,000 |
| 2026-05-01 00:00:00 | 285A0 | 36,500 | 36,990 | 36,050 | 36,410 | 36,500 | 36,990 | 36,050 | 36,410 | 1 | 19,165,800 | 19,165,800 | 700,590,088,000 |
| 2026-05-07 00:00:00 | 285A0 | 43,410 | 43,410 | 43,410 | 43,410 | 43,410 | 43,410 | 43,410 | 43,410 | 1 | 1,272,600 | 1,272,600 | 55,243,566,000 |
| 2026-05-08 00:00:00 | 285A0 | 43,350 | 45,550 | 41,900 | 44,490 | 43,350 | 45,550 | 41,900 | 44,490 | 1 | 41,407,500 | 41,407,500 | 1,825,700,205,000 |
| 2026-05-11 00:00:00 | 285A0 | 49,200 | 49,430 | 45,690 | 45,940 | 49,200 | 49,430 | 45,690 | 45,940 | 1 | 38,790,300 | 38,790,300 | 1,846,176,005,000 |
| 2026-05-12 00:00:00 | 285A0 | 46,900 | 47,180 | 43,630 | 46,100 | 46,900 | 47,180 | 43,630 | 46,100 | 1 | 28,465,500 | 28,465,500 | 1,307,709,145,000 |
| 2026-05-13 00:00:00 | 285A0 | 44,800 | 50,670 | 44,740 | 50,500 | 44,800 | 50,670 | 44,740 | 50,500 | 1 | 29,747,400 | 29,747,400 | 1,437,770,976,000 |
| 2026-05-14 00:00:00 | 285A0 | 50,070 | 53,490 | 45,110 | 48,460 | 50,070 | 53,490 | 45,110 | 48,460 | 1 | 47,858,500 | 47,858,500 | 2,424,538,413,000 |
| 2026-05-15 00:00:00 | 285A0 | 48,460 | 48,470 | 42,100 | 44,450 | 48,460 | 48,470 | 42,100 | 44,450 | 1 | 37,961,800 | 37,961,800 | 1,715,647,534,000 |
| 2026-05-18 00:00:00 | 285A0 | 51,450 | 51,450 | 51,450 | 51,450 | 51,450 | 51,450 | 51,450 | 51,450 | 1 | 822,500 | 822,500 | 42,317,625,000 |
| 2026-05-19 00:00:00 | 285A0 | 52,010 | 52,590 | 48,000 | 49,770 | 52,010 | 52,590 | 48,000 | 49,770 | 1 | 50,094,200 | 50,094,200 | 2,537,390,103,000 |
Financial summary
| DiscDate | DocType | CurPerType | CurPerSt | CurPerEn | Sales | OP | NP | EPS | TA | Eq | EqAR | CFO | CFI | CFF | CashEq | ShOutFY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-02-14 | 3QFinancialStatements_Consolidated_IFRS | 3Q | 2024-04-01 | 2024-12-31 | 1,359,366,000,000 | 414,606,000,000 | 252,048,000,000 | 485.94 | 3,035,047,000,000 | 718,730,000,000 | 0.24 | 372,560,000,000 | -115,758,000,000 | -272,265,000,000 | 174,300,000,000 | 539,062,560 |
| 2025-02-14 | EarnForecastRevision | FY | 2024-04-01 | 2025-03-31 | ||||||||||||
| 2025-05-15 | FYFinancialStatements_Consolidated_IFRS | FY | 2024-04-01 | 2025-03-31 | 1,706,460,000,000 | 451,748,000,000 | 272,315,000,000 | 519.96 | 2,919,679,000,000 | 737,696,000,000 | 0.25 | 476,416,000,000 | -173,011,000,000 | -322,679,000,000 | 167,932,000,000 | 539,355,180 |
| 2025-08-08 | 1QFinancialStatements_Consolidated_IFRS | 1Q | 2025-04-01 | 2025-06-30 | 342,799,000,000 | 44,899,000,000 | 18,284,000,000 | 33.9 | 2,894,023,000,000 | 760,301,000,000 | 0.26 | 61,106,000,000 | -34,122,000,000 | -17,277,000,000 | 178,421,000,000 | 539,469,840 |
| 2025-08-19 | 1QFinancialStatements_Consolidated_IFRS | 1Q | 2025-04-01 | 2025-06-30 | 342,799,000,000 | 44,899,000,000 | 18,284,000,000 | 33.9 | 2,894,023,000,000 | 760,301,000,000 | 0.26 | 539,469,840 | ||||
| 2025-11-13 | 2QFinancialStatements_Consolidated_IFRS | 2Q | 2025-04-01 | 2025-09-30 | 791,145,000,000 | 130,820,000,000 | 58,946,000,000 | 109.26 | 2,982,219,000,000 | 819,342,000,000 | 0.28 | 175,152,000,000 | -106,882,000,000 | -2,006,000,000 | 235,546,000,000 | 539,746,500 |
| 2026-02-12 | 3QFinancialStatements_Consolidated_IFRS | 3Q | 2025-04-01 | 2025-12-31 | 1,334,776,000,000 | 273,574,000,000 | 146,756,000,000 | 271.67 | 3,194,842,000,000 | 978,647,000,000 | 0.31 | 322,167,000,000 | -168,192,000,000 | -43,634,000,000 | 281,527,000,000 | 544,468,150 |
| 2026-05-15 | FYFinancialStatements_Consolidated_IFRS | FY | 2025-04-01 | 2026-03-31 | 2,337,628,000,000 | 870,369,000,000 | 554,490,000,000 | 1,024.07 | 3,690,071,000,000 | 1,399,079,000,000 | 0.38 | 616,540,000,000 | -221,512,000,000 | -96,074,000,000 | 470,707,000,000 | 546,086,290 |
Core financial statement fields
| Metric | Field | Value |
|---|---|---|
| Revenue | Revenue (IFRS) | JPY 2.34tn |
| Gross profit | Gross profit (IFRS) | JPY 1.01tn |
| Operating profit | Operating profit (loss) (IFRS) | JPY 870.4bn |
| Profit attributable to owners | Profit (loss) attributable to owners of parent (IFRS) | JPY 554.5bn |
| Assets | Assets (IFRS) | JPY 3.69tn |
| Equity | Equity (IFRS) | JPY 1.40tn |
| Cash and cash equivalents | Cash and cash equivalents (IFRS) | JPY 470.7bn |
| Inventories | Inventories - CA (IFRS) | JPY 412.6bn |
| PPE | Property, plant and equipment (IFRS) | JPY 1.06tn |
| Bonds and borrowings CL | Bonds and borrowings - CL (IFRS) | JPY 175.5bn |
| Bonds and borrowings NCL | Bonds and borrowings - NCL (IFRS) | JPY 872.1bn |
| Goodwill | Goodwill (IFRS) | JPY 395.6bn |
Trading breakdown
| Date | LongSellVa | ShrtNoMrgnVa | MrgnSellNewVa | MrgnSellCloseVa | LongBuyVa | MrgnBuyNewVa | MrgnBuyCloseVa |
|---|---|---|---|---|---|---|---|
| 2026-04-16 | 450,420,246,000 | 354,531,083,000 | 226,379,490,000 | 489,963,062,000 | 784,774,467,000 | 498,205,351,000 | 238,314,063,000 |
| 2026-04-17 | 326,227,231,000 | 479,275,088,000 | 190,227,253,000 | 393,552,651,000 | 722,371,862,000 | 456,885,368,000 | 210,024,993,000 |
| 2026-04-20 | 334,624,037,000 | 210,672,066,000 | 163,422,732,000 | 355,537,593,000 | 560,682,646,000 | 337,778,478,000 | 165,795,304,000 |
| 2026-04-21 | 248,074,060,000 | 130,636,570,000 | 139,242,749,000 | 296,635,802,000 | 444,362,518,000 | 232,770,641,000 | 137,456,022,000 |
| 2026-04-22 | 413,431,352,000 | 180,405,550,000 | 138,856,917,000 | 408,483,845,000 | 656,999,362,000 | 341,181,307,000 | 142,996,995,000 |
| 2026-04-23 | 408,406,069,000 | 288,224,877,000 | 189,266,939,000 | 438,274,692,000 | 690,083,458,000 | 438,671,602,000 | 195,417,517,000 |
| 2026-04-24 | 324,343,877,000 | 192,109,673,000 | 123,485,772,000 | 266,732,536,000 | 478,538,947,000 | 290,703,450,000 | 137,429,461,000 |
| 2026-04-27 | 306,991,213,000 | 127,087,965,000 | 101,985,216,000 | 307,554,232,000 | 460,437,241,000 | 272,972,807,000 | 110,208,578,000 |
| 2026-04-28 | 339,805,523,000 | 154,373,877,000 | 124,507,445,000 | 331,726,426,000 | 511,664,953,000 | 306,266,941,000 | 132,481,377,000 |
| 2026-04-30 | 377,763,827,000 | 173,087,149,000 | 147,442,157,000 | 399,040,894,000 | 570,349,548,000 | 371,803,914,000 | 155,180,565,000 |
| 2026-05-01 | 291,774,083,000 | 125,431,573,000 | 73,227,619,000 | 210,156,813,000 | 379,243,690,000 | 235,259,478,000 | 86,086,920,000 |
| 2026-05-07 | 33,065,397,000 | 403,713,000 | 898,587,000 | 20,875,869,000 | 38,452,578,000 | 15,089,316,000 | 1,701,672,000 |
| 2026-05-08 | 788,450,635,000 | 288,498,092,000 | 197,384,006,000 | 551,367,472,000 | 1,079,084,033,000 | 532,874,401,000 | 213,741,771,000 |
| 2026-05-11 | 844,939,499,000 | 384,885,488,000 | 228,341,064,000 | 388,009,954,000 | 1,140,441,131,000 | 458,634,950,000 | 247,099,924,000 |
| 2026-05-12 | 450,673,369,000 | 320,519,579,000 | 200,136,597,000 | 336,379,600,000 | 778,781,415,000 | 323,771,807,000 | 205,155,923,000 |
| 2026-05-13 | 448,045,074,000 | 233,664,474,000 | 167,340,487,000 | 588,720,941,000 | 780,938,925,000 | 494,006,489,000 | 162,825,562,000 |
| 2026-05-14 | 869,562,619,000 | 511,604,606,000 | 273,276,860,000 | 770,094,328,000 | 1,347,620,720,000 | 775,662,192,000 | 301,255,501,000 |
| 2026-05-15 | 855,288,056,000 | 129,099,078,000 | 288,266,741,000 | 442,993,659,000 | 940,286,745,000 | 473,960,006,000 | 301,400,783,000 |
| 2026-05-18 | 30,695,070,000 | 787,185,000 | 571,095,000 | 10,264,275,000 | 28,410,690,000 | 13,196,925,000 | 710,010,000 |
| 2026-05-19 | 883,461,460,000 | 690,543,067,000 | 302,333,504,000 | 661,052,072,000 | 1,424,149,326,000 | 791,209,822,000 | 322,030,955,000 |
Margin interest
| Date | Code | ShrtVol | LongVol | ShrtNegVol | LongNegVol | ShrtStdVol | LongStdVol | IssType |
|---|---|---|---|---|---|---|---|---|
| 2025-12-19 | 285A0 | 1,845,200 | 9,270,400 | 117,800 | 4,720,100 | 1,727,400 | 4,550,300 | 2 |
| 2025-12-26 | 285A0 | 2,605,000 | 10,288,900 | 282,500 | 6,147,200 | 2,322,500 | 4,141,700 | 2 |
| 2026-01-09 | 285A0 | 1,823,700 | 13,652,500 | 208,100 | 8,705,200 | 1,615,600 | 4,947,300 | 2 |
| 2026-01-16 | 285A0 | 2,421,400 | 12,808,700 | 299,400 | 8,946,000 | 2,122,000 | 3,862,700 | 2 |
| 2026-01-23 | 285A0 | 1,692,200 | 12,422,900 | 208,100 | 8,117,200 | 1,484,100 | 4,305,700 | 2 |
| 2026-01-30 | 285A0 | 1,752,800 | 10,422,200 | 239,500 | 6,700,500 | 1,513,300 | 3,721,700 | 2 |
| 2026-02-06 | 285A0 | 1,254,000 | 8,580,800 | 162,300 | 3,661,600 | 1,091,700 | 4,919,200 | 2 |
| 2026-02-13 | 285A0 | 1,467,500 | 7,448,800 | 203,700 | 3,509,800 | 1,263,800 | 3,939,000 | 2 |
| 2026-02-20 | 285A0 | 1,135,900 | 10,882,000 | 155,300 | 4,884,500 | 980,600 | 5,997,500 | 2 |
| 2026-02-27 | 285A0 | 1,111,500 | 10,502,500 | 143,100 | 4,274,400 | 968,400 | 6,228,100 | 2 |
| 2026-03-06 | 285A0 | 911,600 | 11,163,300 | 130,600 | 4,767,100 | 781,000 | 6,396,200 | 2 |
| 2026-03-13 | 285A0 | 1,220,000 | 9,426,600 | 230,200 | 3,739,200 | 989,800 | 5,687,400 | 2 |
| 2026-03-19 | 285A0 | 1,235,500 | 9,570,900 | 400,900 | 3,920,300 | 834,600 | 5,650,600 | 2 |
| 2026-03-27 | 285A0 | 1,160,700 | 10,100,700 | 352,600 | 3,622,600 | 808,100 | 6,478,100 | 2 |
| 2026-04-03 | 285A0 | 2,741,100 | 7,329,800 | 1,415,400 | 2,559,300 | 1,325,700 | 4,770,500 | 2 |
| 2026-04-10 | 285A0 | 2,934,000 | 5,587,000 | 935,500 | 2,045,000 | 1,998,500 | 3,542,000 | 2 |
| 2026-04-17 | 285A0 | 1,150,400 | 10,965,700 | 242,300 | 3,439,400 | 908,100 | 7,526,300 | 2 |
| 2026-04-24 | 285A0 | 1,342,500 | 9,426,900 | 264,200 | 3,162,100 | 1,078,300 | 6,264,800 | 2 |
| 2026-05-01 | 285A0 | 1,186,500 | 8,810,200 | 248,800 | 3,261,800 | 937,700 | 5,548,400 | 2 |
| 2026-05-15 | 285A0 | 856,000 | 9,951,500 | 233,300 | 4,107,800 | 622,700 | 5,843,700 | 2 |
Sector short ratio
| Date | S33 | SellExShortVa | ShrtWithResVa | ShrtNoResVa |
|---|---|---|---|---|
| 2026-04-28 | 3650 | 2,039,629,876,310 | 984,889,968,500 | 245,679,949,200 |
| 2026-04-30 | 3650 | 2,237,596,495,020 | 921,016,197,840 | 349,848,444,500 |
| 2026-05-01 | 3650 | 1,698,714,410,040 | 707,992,317,650 | 270,049,698,410 |
| 2026-05-07 | 3650 | 1,885,426,964,330 | 781,551,553,410 | 162,943,427,630 |
| 2026-05-08 | 3650 | 2,820,777,277,820 | 996,420,168,890 | 388,475,777,470 |
| 2026-05-11 | 3650 | 2,629,442,439,750 | 1,079,242,568,290 | 322,184,020,130 |
| 2026-05-12 | 3650 | 2,128,460,619,430 | 1,057,916,294,280 | 343,305,552,930 |
| 2026-05-13 | 3650 | 2,281,349,631,960 | 848,887,657,080 | 252,713,359,210 |
| 2026-05-14 | 3650 | 3,101,596,670,200 | 1,251,415,518,320 | 393,972,430,630 |
| 2026-05-15 | 3650 | 2,696,213,600,880 | 824,717,267,430 | 431,314,231,830 |
| 2026-05-18 | 3650 | 1,050,643,316,120 | 576,103,380,430 | 161,723,065,560 |
| 2026-05-19 | 3650 | 2,651,106,826,420 | 1,308,449,659,530 | 388,919,440,960 |
Dividend and event calendar
| PubDate | PubTime | Code | StatCode | BoardDate | IFCode | FRCode | IFTerm | DivRate | RecDate | ExDate | PayDate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-12-18 | 08:46 | 285A0 | 1 | 2024-12-18 | 2 | 2 | 2025-03 | 0.0 | 2025-03-31 | 2025-03-28 | |
| 2025-05-15 | 15:42 | 285A0 | 1 | 2025-05-15 | 1 | 2 | 2025-09 | 0.0 | 2025-09-30 | 2025-09-29 | |
| 2025-05-15 | 15:42 | 285A0 | 1 | 2025-05-15 | 2 | 2 | 2026-03 | 0.0 | 2026-03-31 | 2026-03-30 | |
| 2025-05-15 | 15:42 | 285A0 | 1 | 2025-05-15 | 2 | 1 | 2025-03 | 0.0 | 2025-03-31 | 2025-03-28 | |
| 2025-11-13 | 15:43 | 285A0 | 1 | 2025-11-13 | 1 | 1 | 2025-09 | 0.0 | 2025-09-30 | 2025-09-29 | |
| 2025-11-13 | 15:43 | 285A0 | 2 | 2025-11-13 | 2 | 2 | 2026-03 | 0.0 | 2026-03-31 | 2026-03-30 | |
| 2026-05-15 | 15:51 | 285A0 | 1 | 2026-05-15 | 1 | 2 | 2026-09 | 0.0 | 2026-09-30 | 2026-09-29 | |
| 2026-05-15 | 15:51 | 285A0 | 1 | 2026-05-15 | 2 | 2 | 2027-03 | - | 2027-03-31 | 2027-03-30 | - |
| 2026-05-15 | 15:51 | 285A0 | 1 | 2026-05-15 | 2 | 1 | 2026-03 | 0.0 | 2026-03-31 | 2026-03-30 |
No rows.
Morning session
| Date | Code | MO | MH | ML | MC | MVo | MVa |
|---|---|---|---|---|---|---|---|
| 2026-05-19 | 285A0 | 52,010 | 52,590 | 48,000 | 49,270 | 33,237,800 | 1,700,310,862,000 |
5801
Furukawa Electric
古河電気工業 / Furukawa Electric Co.,Ltd.
optical cable / power infrastructure / diversified industrial · 转型弹性明显，但纯度低于 5803
プライム
TOPIX Mid400
鉄鋼・非鉄 / 非鉄金属
Close
50,250
2026-05-19
5D / 20D
-0.4% / +13.6%
price momentum
Sales growth
+8.8%
¥1.31tn
OP margin
4.9%
OP ¥63.9bn
Net margin
5.5%
NP ¥72.5bn
P/E / P/S / P/B
49.0 / 2.7 / 8.2
valuation snapshot
业绩会纪要/业绩材料解读
- 最近一次业绩显示收入稳步增长、利润弹性更大，FY2026/03 净利大幅增长，但公司仍是多业务组合，利润质量需要拆分看。
- 经营利润率仍低于 5803，说明其 AI optical exposure 还没有完全转化为集团层面的高利润率结构。
- 下一年指引若能兑现，将证明其不是一次性修复，而是通信基础设施和电力基础设施共同改善。
新闻流判断
- 新闻流重点是 Lightera 体系、Mie Works No.2 plant、13,824 count ultra-high-count optical fiber cable 量产。
- 这把 Furukawa 放到 AI data center fiber shortage 的供应链里，但公司仍需要证明新产能能带来集团 margin 重估。
业务本身怎么理解
- Furukawa 是“信息、能源、移动”基础设施公司，不是单一光通信公司；这让基本盘更稳，但也稀释 AI beta。
- 真正的 upside 来自高芯数光缆、连接器/组件和数据中心解决方案的 mix 提升，而不是传统电线电缆量增。
- 核心跟踪变量：Lightera 订单、超高芯数光缆出货、能源/汽车业务利润拖累、FY2027 指引兑现度。
股价技术面
多头趋势：复权价高于 MA20/MA50，RSI14 61.3，趋势仍强。
90D range: 9,648 - 60,150; YTD +376.8%. adjusted for corporate actions.
估值分析
P/S 看起来比 285A 和 5803 低，但 PE/PB 已经要求明显的利润率台阶。 估值重估的必要条件是集团 OP margin 从中低个位数向更高区间抬升，否则只是低 margin 工业股的周期反弹。
Raw market cap ¥3.55tn; FY EPS 1,030.17; CFO margin 2.2%.
主要风险
- 利润增长被一次性项目放大
- 传统业务拖累集团 margin
- 光缆产能扩张慢于需求窗口
- 铜价/汇率扰动
Data dashboard
保留原先的数据展示感：价格路径、财务摘要、交易结构和可展开明细表都在这里。
90D price path
Price path and momentum use adjusted for corporate actions.
Price and liquidity
| Latest close | 50,250 | 1D -8.4% |
|---|---|---|
| 90D range | 9,648 - 60,150 | adjusted for corporate actions |
| 5D / 20D / YTD | -0.4% / +13.6% / +376.8% | adjusted for corporate actions |
| 20D avg volume | 5,242,970 | latest 5,244,400 |
| Latest turnover | ¥269.3bn | cash market activity |
| Since first bar | +683.0% | adjusted for corporate actions |
Financial snapshot
| Sales | ¥1.31tn | YoY +8.8% |
|---|---|---|
| Operating profit | ¥63.9bn | YoY +35.6% |
| OP margin | 4.9% | previous FY 3.9% |
| Net profit | ¥72.5bn | YoY +117.3% |
| EPS / Equity ratio | 1,030.17 / 39.1% | FY snapshot |
| CFO / CFI / CFF | ¥28.1bn / -¥47.1bn / ¥19.9bn | cash-flow mix |
| Cash and equivalents | ¥70.5bn | balance sheet liquidity |
Valuation and technicals
| Market cap | ¥3.55tn | close x shares |
|---|---|---|
| P/E | 49.0 | based on FY net profit |
| P/S | 2.7 | market cap / sales |
| P/B | 8.2 | market cap / equity |
| RSI14 / MA20 / MA50 | 61.3 / 46,828 / 38,642 | technical context |
Trading structure
| Short sell value | ¥91.1bn | 33.8% of turnover |
|---|---|---|
| Long buy value | ¥178.3bn | daily breakdown |
| New margin buy | ¥61.0bn | daily breakdown |
| New margin sell | ¥26.4bn | daily breakdown |
| Net new margin flow | +¥34.6bn | new buy minus new sell |
| Weekly long / short margin vol | 3.2 | latest margin interest |
| TSE Prime foreign / individual net | +¥1.2bn / -¥468.4mn | 2026-05-07 to 2026-05-08 |
Market participant flow
Raw tables
Daily bars
| Date | Code | O | H | L | C | AdjO | AdjH | AdjL | AdjC | AdjFactor | Vo | AdjVo | Va |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 00:00:00 | 58010 | 43,540 | 46,090 | 43,500 | 45,720 | 43,540 | 46,090 | 43,500 | 45,720 | 1 | 6,181,000 | 6,181,000 | 276,734,273,000 |
| 2026-04-17 00:00:00 | 58010 | 45,910 | 46,490 | 44,330 | 44,960 | 45,910 | 46,490 | 44,330 | 44,960 | 1 | 5,629,300 | 5,629,300 | 255,976,619,000 |
| 2026-04-20 00:00:00 | 58010 | 44,260 | 45,380 | 43,070 | 43,070 | 44,260 | 45,380 | 43,070 | 43,070 | 1 | 4,669,600 | 4,669,600 | 206,488,008,000 |
| 2026-04-21 00:00:00 | 58010 | 43,700 | 45,230 | 43,600 | 44,260 | 43,700 | 45,230 | 43,600 | 44,260 | 1 | 4,770,700 | 4,770,700 | 211,732,066,000 |
| 2026-04-22 00:00:00 | 58010 | 44,360 | 44,440 | 43,090 | 44,050 | 44,360 | 44,440 | 43,090 | 44,050 | 1 | 3,642,700 | 3,642,700 | 159,771,579,000 |
| 2026-04-23 00:00:00 | 58010 | 45,030 | 45,050 | 41,530 | 42,530 | 45,030 | 45,050 | 41,530 | 42,530 | 1 | 4,730,100 | 4,730,100 | 203,963,582,000 |
| 2026-04-24 00:00:00 | 58010 | 43,010 | 43,770 | 42,530 | 42,950 | 43,010 | 43,770 | 42,530 | 42,950 | 1 | 2,946,900 | 2,946,900 | 127,515,827,000 |
| 2026-04-27 00:00:00 | 58010 | 42,750 | 43,550 | 42,090 | 42,620 | 42,750 | 43,550 | 42,090 | 42,620 | 1 | 3,141,200 | 3,141,200 | 133,962,473,000 |
| 2026-04-28 00:00:00 | 58010 | 41,500 | 43,460 | 41,130 | 42,900 | 41,500 | 43,460 | 41,130 | 42,900 | 1 | 4,178,900 | 4,178,900 | 176,778,855,000 |
| 2026-04-30 00:00:00 | 58010 | 42,720 | 42,850 | 41,580 | 42,370 | 42,720 | 42,850 | 41,580 | 42,370 | 1 | 3,259,100 | 3,259,100 | 137,313,886,000 |
| 2026-05-01 00:00:00 | 58010 | 42,520 | 43,140 | 41,190 | 41,190 | 42,520 | 43,140 | 41,190 | 41,190 | 1 | 2,534,500 | 2,534,500 | 105,687,394,000 |
| 2026-05-07 00:00:00 | 58010 | 44,690 | 46,300 | 44,590 | 46,300 | 44,690 | 46,300 | 44,590 | 46,300 | 1 | 5,132,900 | 5,132,900 | 233,148,142,000 |
| 2026-05-08 00:00:00 | 58010 | 44,830 | 46,030 | 43,730 | 44,870 | 44,830 | 46,030 | 43,730 | 44,870 | 1 | 4,847,500 | 4,847,500 | 216,935,132,000 |
| 2026-05-11 00:00:00 | 58010 | 45,570 | 46,550 | 43,430 | 43,430 | 45,570 | 46,550 | 43,430 | 43,430 | 1 | 3,737,100 | 3,737,100 | 166,849,737,000 |
| 2026-05-12 00:00:00 | 58010 | 45,700 | 50,430 | 43,660 | 50,430 | 45,700 | 50,430 | 43,660 | 50,430 | 1 | 7,139,800 | 7,139,800 | 335,729,671,000 |
| 2026-05-13 00:00:00 | 58010 | 51,180 | 58,990 | 51,050 | 58,130 | 51,180 | 58,990 | 51,050 | 58,130 | 1 | 12,098,100 | 12,098,100 | 679,930,667,000 |
| 2026-05-14 00:00:00 | 58010 | 57,620 | 60,150 | 56,250 | 57,220 | 57,620 | 60,150 | 56,250 | 57,220 | 1 | 7,181,700 | 7,181,700 | 417,799,179,000 |
| 2026-05-15 00:00:00 | 58010 | 59,500 | 60,040 | 53,330 | 54,480 | 59,500 | 60,040 | 53,330 | 54,480 | 1 | 6,507,600 | 6,507,600 | 363,798,854,000 |
| 2026-05-18 00:00:00 | 58010 | 55,480 | 57,060 | 53,740 | 54,840 | 55,480 | 57,060 | 53,740 | 54,840 | 1 | 7,286,300 | 7,286,300 | 403,860,074,000 |
| 2026-05-19 00:00:00 | 58010 | 53,200 | 53,850 | 49,600 | 50,250 | 53,200 | 53,850 | 49,600 | 50,250 | 1 | 5,244,400 | 5,244,400 | 269,327,027,000 |
Financial summary
| DiscDate | DocType | CurPerType | CurPerSt | CurPerEn | Sales | OP | NP | EPS | TA | Eq | EqAR | CFO | CFI | CFF | CashEq | ShOutFY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-08-06 | 1QFinancialStatements_Consolidated_JP | 1Q | 2024-04-01 | 2024-06-30 | 273,561,000,000 | 3,522,000,000 | 4,676,000,000 | 66.37 | 972,862,000,000 | 339,616,000,000 | 0.32 | 70,666,917 | ||||
| 2024-11-07 | 2QFinancialStatements_Consolidated_JP | 2Q | 2024-04-01 | 2024-09-30 | 570,366,000,000 | 17,545,000,000 | 11,194,000,000 | 158.87 | 975,812,000,000 | 353,276,000,000 | 0.33 | 15,496,000,000 | -6,365,000,000 | -8,472,000,000 | 56,480,000,000 | 70,666,917 |
| 2025-02-12 | 3QFinancialStatements_Consolidated_JP | 3Q | 2024-04-01 | 2024-12-31 | 882,015,000,000 | 31,400,000,000 | 16,360,000,000 | 232.17 | 1,011,809,000,000 | 359,602,000,000 | 0.32 | 70,666,917 | ||||
| 2025-05-13 | FYFinancialStatements_Consolidated_JP | FY | 2024-04-01 | 2025-03-31 | 1,201,762,000,000 | 47,097,000,000 | 33,366,000,000 | 473.49 | 987,016,000,000 | 373,336,000,000 | 0.35 | 59,833,000,000 | -7,235,000,000 | -44,150,000,000 | 66,092,000,000 | 70,666,917 |
| 2025-08-07 | 1QFinancialStatements_Consolidated_JP | 1Q | 2025-04-01 | 2025-06-30 | 293,715,000,000 | 8,446,000,000 | 5,156,000,000 | 73.18 | 974,001,000,000 | 369,825,000,000 | 0.35 | 70,666,917 | ||||
| 2025-11-10 | 2QFinancialStatements_Consolidated_JP | 2Q | 2025-04-01 | 2025-09-30 | 610,658,000,000 | 19,357,000,000 | 12,947,000,000 | 183.83 | 1,031,933,000,000 | 384,967,000,000 | 0.34 | 12,270,000,000 | -28,553,000,000 | 24,853,000,000 | 73,029,000,000 | 70,666,917 |
| 2026-02-09 | 3QFinancialStatements_Consolidated_JP | 3Q | 2025-04-01 | 2025-12-31 | 948,887,000,000 | 35,137,000,000 | 35,505,000,000 | 504.31 | 1,027,992,000,000 | 394,146,000,000 | 0.37 | 70,666,917 | ||||
| 2026-05-12 | FYFinancialStatements_Consolidated_JP | FY | 2025-04-01 | 2026-03-31 | 1,307,560,000,000 | 63,856,000,000 | 72,514,000,000 | 1,030.17 | 1,066,372,000,000 | 435,231,000,000 | 0.39 | 28,116,000,000 | -47,137,000,000 | 19,930,000,000 | 70,474,000,000 | 70,666,917 |
Core financial statement fields
| Metric | Field | Value |
|---|---|---|
| Revenue | Revenue (IFRS) | - |
| Gross profit | Gross profit (IFRS) | - |
| Operating profit | Operating profit (loss) (IFRS) | - |
| Profit attributable to owners | Profit (loss) attributable to owners of parent (IFRS) | - |
| Assets | Assets (IFRS) | - |
| Equity | Equity (IFRS) | - |
| Cash and cash equivalents | Cash and cash equivalents (IFRS) | - |
| Inventories | Inventories - CA (IFRS) | - |
| PPE | Property, plant and equipment (IFRS) | - |
| Bonds and borrowings CL | Bonds and borrowings - CL (IFRS) | - |
| Bonds and borrowings NCL | Bonds and borrowings - NCL (IFRS) | - |
| Goodwill | Goodwill (IFRS) | - |
Trading breakdown
| Date | LongSellVa | ShrtNoMrgnVa | MrgnSellNewVa | MrgnSellCloseVa | LongBuyVa | MrgnBuyNewVa | MrgnBuyCloseVa |
|---|---|---|---|---|---|---|---|
| 2026-04-16 | 96,588,705,000 | 59,616,256,000 | 46,789,439,000 | 73,739,873,000 | 162,184,587,000 | 67,084,763,000 | 47,464,923,000 |
| 2026-04-17 | 90,901,063,000 | 51,696,271,000 | 39,269,073,000 | 74,110,212,000 | 139,541,671,000 | 74,081,161,000 | 42,353,787,000 |
| 2026-04-20 | 61,764,268,000 | 56,059,603,000 | 29,812,170,000 | 58,851,967,000 | 107,750,629,000 | 65,366,131,000 | 33,371,248,000 |
| 2026-04-21 | 74,811,884,000 | 45,151,961,000 | 34,922,877,000 | 56,845,344,000 | 122,246,829,000 | 51,586,525,000 | 37,898,712,000 |
| 2026-04-22 | 60,700,355,000 | 36,877,860,000 | 17,543,346,000 | 44,650,018,000 | 93,343,897,000 | 45,531,458,000 | 20,896,224,000 |
| 2026-04-23 | 73,634,486,000 | 52,137,374,000 | 27,415,005,000 | 50,776,717,000 | 116,549,863,000 | 57,412,974,000 | 30,000,745,000 |
| 2026-04-24 | 38,179,130,000 | 34,357,483,000 | 21,130,908,000 | 33,848,306,000 | 74,699,844,000 | 30,122,660,000 | 22,693,323,000 |
| 2026-04-27 | 48,429,752,000 | 35,484,396,000 | 15,819,064,000 | 34,229,261,000 | 80,012,634,000 | 36,834,018,000 | 17,115,821,000 |
| 2026-04-28 | 67,784,048,000 | 43,968,417,000 | 25,312,607,000 | 39,713,783,000 | 110,283,395,000 | 37,228,434,000 | 29,267,026,000 |
| 2026-04-30 | 54,014,338,000 | 33,071,305,000 | 19,739,132,000 | 30,489,111,000 | 88,224,647,000 | 27,667,377,000 | 21,421,862,000 |
| 2026-05-01 | 40,672,401,000 | 29,522,776,000 | 10,336,003,000 | 25,156,214,000 | 63,830,428,000 | 29,189,178,000 | 12,667,788,000 |
| 2026-05-07 | 118,841,673,000 | 30,985,521,000 | 26,498,362,000 | 56,822,586,000 | 179,322,836,000 | 31,866,050,000 | 21,959,256,000 |
| 2026-05-08 | 124,068,315,000 | 40,770,824,000 | 15,641,924,000 | 36,454,069,000 | 151,270,850,000 | 44,972,718,000 | 20,691,564,000 |
| 2026-05-11 | 90,901,668,000 | 31,420,578,000 | 12,400,674,000 | 32,126,817,000 | 113,357,003,000 | 39,177,227,000 | 14,315,507,000 |
| 2026-05-12 | 165,814,231,000 | 38,236,947,000 | 40,144,684,000 | 91,533,809,000 | 220,847,441,000 | 77,944,950,000 | 36,937,280,000 |
| 2026-05-13 | 257,591,895,000 | 133,732,178,000 | 88,961,865,000 | 199,644,729,000 | 396,723,290,000 | 190,926,204,000 | 92,281,173,000 |
| 2026-05-14 | 168,624,121,000 | 92,649,696,000 | 44,797,937,000 | 111,727,425,000 | 254,201,392,000 | 113,981,163,000 | 49,616,624,000 |
| 2026-05-15 | 128,006,169,000 | 104,786,025,000 | 45,606,512,000 | 85,400,148,000 | 215,274,097,000 | 85,741,372,000 | 62,783,385,000 |
| 2026-05-18 | 103,671,725,000 | 121,779,550,000 | 50,100,507,000 | 128,308,292,000 | 210,715,261,000 | 138,516,279,000 | 54,628,534,000 |
| 2026-05-19 | 91,835,127,000 | 91,092,588,000 | 26,437,313,000 | 59,961,999,000 | 178,263,740,000 | 61,018,532,000 | 30,044,755,000 |
Margin interest
| Date | Code | ShrtVol | LongVol | ShrtNegVol | LongNegVol | ShrtStdVol | LongStdVol | IssType |
|---|---|---|---|---|---|---|---|---|
| 2025-12-19 | 58010 | 262,000 | 3,046,800 | 56,400 | 1,371,000 | 205,600 | 1,675,800 | 2 |
| 2025-12-26 | 58010 | 279,600 | 2,395,700 | 65,800 | 1,272,900 | 213,800 | 1,122,800 | 2 |
| 2026-01-09 | 58010 | 236,500 | 2,546,500 | 59,400 | 1,364,300 | 177,100 | 1,182,200 | 2 |
| 2026-01-16 | 58010 | 253,700 | 2,305,300 | 70,500 | 1,306,100 | 183,200 | 999,200 | 2 |
| 2026-01-23 | 58010 | 407,700 | 2,163,200 | 100,800 | 1,534,700 | 306,900 | 628,500 | 2 |
| 2026-01-30 | 58010 | 429,600 | 1,461,400 | 107,500 | 774,900 | 322,100 | 686,500 | 2 |
| 2026-02-06 | 58010 | 398,900 | 1,561,900 | 116,900 | 827,400 | 282,000 | 734,500 | 2 |
| 2026-02-13 | 58010 | 617,300 | 1,070,400 | 141,100 | 526,100 | 476,200 | 544,300 | 2 |
| 2026-02-20 | 58010 | 574,400 | 1,129,600 | 154,000 | 547,000 | 420,400 | 582,600 | 2 |
| 2026-02-27 | 58010 | 742,700 | 1,294,200 | 106,200 | 571,600 | 636,500 | 722,600 | 2 |
| 2026-03-06 | 58010 | 611,200 | 1,386,300 | 91,900 | 597,600 | 519,300 | 788,700 | 2 |
| 2026-03-13 | 58010 | 584,400 | 1,329,300 | 92,400 | 494,700 | 492,000 | 834,600 | 2 |
| 2026-03-19 | 58010 | 492,900 | 1,359,300 | 91,400 | 544,600 | 401,500 | 814,700 | 2 |
| 2026-03-27 | 58010 | 489,000 | 1,296,300 | 83,900 | 439,900 | 405,100 | 856,400 | 2 |
| 2026-04-03 | 58010 | 1,101,400 | 899,400 | 130,900 | 369,500 | 970,500 | 529,900 | 2 |
| 2026-04-10 | 58010 | 1,120,500 | 1,188,100 | 175,000 | 483,100 | 945,500 | 705,000 | 2 |
| 2026-04-17 | 58010 | 947,600 | 1,519,100 | 144,900 | 577,000 | 802,700 | 942,100 | 2 |
| 2026-04-24 | 58010 | 767,900 | 1,756,500 | 114,800 | 636,100 | 653,100 | 1,120,400 | 2 |
| 2026-05-01 | 58010 | 645,800 | 1,814,700 | 103,400 | 587,000 | 542,400 | 1,227,700 | 2 |
| 2026-05-15 | 58010 | 416,200 | 1,312,600 | 99,100 | 471,400 | 317,100 | 841,200 | 2 |
Sector short ratio
| Date | S33 | SellExShortVa | ShrtWithResVa | ShrtNoResVa |
|---|---|---|---|---|
| 2026-04-28 | 3500 | 530,925,127,100 | 258,341,576,900 | 85,801,653,000 |
| 2026-04-30 | 3500 | 412,267,433,100 | 183,023,262,900 | 69,726,146,200 |
| 2026-05-01 | 3500 | 278,766,465,600 | 163,468,134,000 | 53,157,057,500 |
| 2026-05-07 | 3500 | 767,733,542,800 | 184,824,910,100 | 82,981,716,000 |
| 2026-05-08 | 3500 | 627,963,097,600 | 178,159,347,000 | 75,904,813,800 |
| 2026-05-11 | 3500 | 683,863,640,200 | 263,854,997,600 | 82,706,898,000 |
| 2026-05-12 | 3500 | 1,210,981,050,700 | 366,352,364,300 | 145,245,666,100 |
| 2026-05-13 | 3500 | 1,283,355,094,800 | 394,133,576,700 | 155,638,500,800 |
| 2026-05-14 | 3500 | 1,063,422,158,700 | 403,936,839,900 | 119,354,836,000 |
| 2026-05-15 | 3500 | 1,100,661,199,900 | 352,081,986,200 | 203,060,239,400 |
| 2026-05-18 | 3500 | 802,291,494,700 | 364,830,352,300 | 167,933,852,600 |
| 2026-05-19 | 3500 | 764,529,273,200 | 362,703,828,900 | 137,153,879,000 |
Dividend and event calendar
| PubDate | PubTime | Code | StatCode | BoardDate | IFCode | FRCode | IFTerm | DivRate | RecDate | ExDate | PayDate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-02-12 | 15:53 | 58010 | 2 | 2025-02-12 | 2 | 2 | 2025-03 | 120 | 2025-03-31 | 2025-03-28 | - |
| 2025-05-13 | 14:12 | 58010 | 1 | 2025-05-13 | 2 | 1 | 2025-03 | 120 | 2025-03-31 | 2025-03-28 | 2025-06-26 |
| 2025-05-13 | 14:12 | 58010 | 1 | 2025-05-13 | 2 | 2 | 2026-03 | 120 | 2026-03-31 | 2026-03-30 | - |
| 2025-05-13 | 14:12 | 58010 | 1 | 2025-05-13 | 1 | 2 | 2025-09 | 0 | 2025-09-30 | 2025-09-29 | |
| 2025-11-10 | 14:06 | 58010 | 1 | 2025-11-10 | 1 | 1 | 2025-09 | 0 | 2025-09-30 | 2025-09-29 | |
| 2025-11-10 | 14:06 | 58010 | 2 | 2025-11-10 | 2 | 2 | 2026-03 | 120 | 2026-03-31 | 2026-03-30 | - |
| 2026-02-09 | 15:06 | 58010 | 2 | 2026-02-09 | 2 | 2 | 2026-03 | 160 | 2026-03-31 | 2026-03-30 | - |
| 2026-05-12 | 14:18 | 58010 | 1 | 2026-05-12 | 2 | 2 | 2027-03 | 11 | 2027-03-31 | 2027-03-30 | - |
| 2026-05-12 | 14:18 | 58010 | 1 | 2026-05-12 | 1 | 2 | 2026-09 | 11 | 2026-09-30 | 2026-09-29 | - |
| 2026-05-12 | 14:18 | 58010 | 1 | 2026-05-12 | 2 | 1 | 2026-03 | 210 | 2026-03-31 | 2026-03-30 | 2026-06-29 |
No rows.
Morning session
| Date | Code | MO | MH | ML | MC | MVo | MVa |
|---|---|---|---|---|---|---|---|
| 2026-05-19 | 58010 | 53,200 | 53,850 | 50,650 | 50,670 | 2,615,000 | 137,171,507,000 |
5803
Fujikura
フジクラ / Fujikura Ltd.
AI data center optical fiber pure-play · 三者中 AI optical 纯度最高，但估值最吃持续性
プライム
TOPIX Large70
鉄鋼・非鉄 / 非鉄金属
Close
4,695
2026-05-19
5D / 20D
-38.4% / -17.4%
price momentum
Sales growth
+20.7%
¥1.18tn
OP margin
16.0%
OP ¥188.7bn
Net margin
13.3%
NP ¥157.2bn
P/E / P/S / P/B
53.0 / 7.0 / 14.1
valuation snapshot
业绩会纪要/业绩材料解读
- 最近一次业绩的主线非常清楚：Telecommunication Systems 受 data center / generative AI 拉动，集团销售、OP、ordinary profit 和净利均刷新或延续历史高位。
- 美国关税相关 provision 压低了部分利润表现，但没有改变主线：光通信需求仍是最大解释变量。
- FY2026 指引继续增长，意味着市场会把它当成 AI optical supply shortage 的高纯度代表。
新闻流判断
- 新闻流集中在日本/美国产能扩张，包含 Sakura 新厂、美国子公司，以及总额上限 3000 亿日元级别的光纤/SWR/WTC 产能计划。
- 这类新闻的意义不是短期盈利，而是告诉市场：需求足够强，公司愿意用多年 capex 锁定 AI infrastructure supply chain 的位置。
业务本身怎么理解
- Fujikura 的核心资产是 optical fiber cable、SWR/WTC、数据中心连接和电力/汽车相关业务。
- 与 5801 相比，它的 AI data center exposure 更集中，利润率也更高，因此股价对数据中心订单、美国扩产和关税政策更敏感。
- 核心跟踪变量：Telecommunication Systems margin、Sakura/US capex 节奏、SWR/WTC 订单、关税 provision 是否反复。
股价技术面
高波动整理：均线结构不完全一致，RSI14 40.3，更适合用区间和事件跟踪。
90D range: 2,742 - 7,933; YTD +52.7%. adjusted for corporate actions.
估值分析
估值已经把公司从普通非铁金属/电线电缆公司重新定价为 AI optical infrastructure company。 只要收入和 OP margin 继续扩张，premium 可以维持；一旦订单增速或产能落地节奏低于预期，估值弹性会反向放大。
Raw market cap ¥8.33tn; FY EPS 94.93; CFO margin 11.2%.
主要风险
- 美国关税/原产地认定
- 扩产周期长且 capex 高
- AI data center 光纤需求高基数回落
- 高估值下的预期差风险
Data dashboard
保留原先的数据展示感：价格路径、财务摘要、交易结构和可展开明细表都在这里。
90D price path
Price path and momentum use adjusted for corporate actions.
Price and liquidity
| Latest close | 4,695 | 1D -16.9% |
|---|---|---|
| 90D range | 2,742 - 7,933 | adjusted for corporate actions |
| 5D / 20D / YTD | -38.4% / -17.4% / +52.7% | adjusted for corporate actions |
| 20D avg volume | 59,591,340 | latest 124,339,100 |
| Latest turnover | ¥639.2bn | cash market activity |
| Since first bar | +397.5% | adjusted for corporate actions |
Financial snapshot
| Sales | ¥1.18tn | YoY +20.7% |
|---|---|---|
| Operating profit | ¥188.7bn | YoY +39.2% |
| OP margin | 16.0% | previous FY 13.8% |
| Net profit | ¥157.2bn | YoY +72.5% |
| EPS / Equity ratio | 94.93 / 57.8% | FY snapshot |
| CFO / CFI / CFF | ¥132.9bn / -¥36.2bn / -¥111.3bn | cash-flow mix |
| Cash and equivalents | ¥178.9bn | balance sheet liquidity |
Valuation and technicals
| Market cap | ¥8.33tn | close x shares |
|---|---|---|
| P/E | 53.0 | based on FY net profit |
| P/S | 7.0 | market cap / sales |
| P/B | 14.1 | market cap / equity |
| RSI14 / MA20 / MA50 | 40.3 / 6,168 / 5,195 | technical context |
Trading structure
| Short sell value | ¥142.7bn | 22.3% of turnover |
|---|---|---|
| Long buy value | ¥383.0bn | daily breakdown |
| New margin buy | ¥167.3bn | daily breakdown |
| New margin sell | ¥87.3bn | daily breakdown |
| Net new margin flow | +¥80.0bn | new buy minus new sell |
| Weekly long / short margin vol | 8.0 | latest margin interest |
| TSE Prime foreign / individual net | +¥1.2bn / -¥468.4mn | 2026-05-07 to 2026-05-08 |
Market participant flow
Raw tables
Daily bars
| Date | Code | O | H | L | C | AdjO | AdjH | AdjL | AdjC | AdjFactor | Vo | AdjVo | Va |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 00:00:00 | 58030 | 5,600 | 5,959 | 5,550 | 5,951 | 5,600 | 5,959 | 5,550 | 5,951 | 1 | 53,271,700 | 53,271,700 | 311,268,263,700 |
| 2026-04-17 00:00:00 | 58030 | 5,903 | 5,987 | 5,756 | 5,762 | 5,903 | 5,987 | 5,756 | 5,762 | 1 | 49,543,600 | 49,543,600 | 290,633,200,200 |
| 2026-04-20 00:00:00 | 58030 | 5,692 | 5,898 | 5,523 | 5,529 | 5,692 | 5,898 | 5,523 | 5,529 | 1 | 49,029,200 | 49,029,200 | 279,669,769,000 |
| 2026-04-21 00:00:00 | 58030 | 5,577 | 5,889 | 5,574 | 5,889 | 5,577 | 5,889 | 5,574 | 5,889 | 1 | 49,306,000 | 49,306,000 | 285,602,073,800 |
| 2026-04-22 00:00:00 | 58030 | 5,833 | 5,989 | 5,688 | 5,985 | 5,833 | 5,989 | 5,688 | 5,985 | 1 | 42,928,800 | 42,928,800 | 251,639,150,400 |
| 2026-04-23 00:00:00 | 58030 | 6,119 | 6,218 | 5,780 | 5,893 | 6,119 | 6,218 | 5,780 | 5,893 | 1 | 57,099,000 | 57,099,000 | 340,366,833,000 |
| 2026-04-24 00:00:00 | 58030 | 5,987 | 6,100 | 5,894 | 6,037 | 5,987 | 6,100 | 5,894 | 6,037 | 1 | 40,846,300 | 40,846,300 | 246,170,036,800 |
| 2026-04-27 00:00:00 | 58030 | 6,037 | 6,397 | 5,993 | 6,347 | 6,037 | 6,397 | 5,993 | 6,347 | 1 | 52,739,100 | 52,739,100 | 329,171,558,700 |
| 2026-04-28 00:00:00 | 58030 | 6,231 | 6,321 | 6,120 | 6,281 | 6,231 | 6,321 | 6,120 | 6,281 | 1 | 46,167,300 | 46,167,300 | 287,369,345,400 |
| 2026-04-30 00:00:00 | 58030 | 5,981 | 6,083 | 5,916 | 5,971 | 5,981 | 6,083 | 5,916 | 5,971 | 1 | 39,274,600 | 39,274,600 | 235,066,697,200 |
| 2026-05-01 00:00:00 | 58030 | 5,983 | 6,027 | 5,803 | 5,808 | 5,983 | 6,027 | 5,803 | 5,808 | 1 | 28,397,000 | 28,397,000 | 166,763,347,400 |
| 2026-05-07 00:00:00 | 58030 | 6,300 | 6,500 | 6,225 | 6,498 | 6,300 | 6,500 | 6,225 | 6,498 | 1 | 49,010,500 | 49,010,500 | 312,694,215,600 |
| 2026-05-08 00:00:00 | 58030 | 6,428 | 6,582 | 6,262 | 6,582 | 6,428 | 6,582 | 6,262 | 6,582 | 1 | 43,386,200 | 43,386,200 | 278,109,380,000 |
| 2026-05-11 00:00:00 | 58030 | 6,780 | 6,980 | 6,634 | 6,832 | 6,780 | 6,980 | 6,634 | 6,832 | 1 | 40,738,700 | 40,738,700 | 276,990,352,700 |
| 2026-05-12 00:00:00 | 58030 | 7,250 | 7,770 | 7,085 | 7,624 | 7,250 | 7,770 | 7,085 | 7,624 | 1 | 90,480,800 | 90,480,800 | 671,967,499,500 |
| 2026-05-13 00:00:00 | 58030 | 7,324 | 7,915 | 7,303 | 7,855 | 7,324 | 7,915 | 7,303 | 7,855 | 1 | 62,691,200 | 62,691,200 | 482,305,316,900 |
| 2026-05-14 00:00:00 | 58030 | 7,662 | 7,933 | 6,355 | 6,355 | 7,662 | 7,933 | 6,355 | 6,355 | 1 | 57,118,100 | 57,118,100 | 434,963,243,700 |
| 2026-05-15 00:00:00 | 58030 | 6,418 | 6,999 | 5,725 | 5,819 | 6,418 | 6,999 | 5,725 | 5,819 | 1 | 128,904,500 | 128,904,500 | 786,244,915,600 |
| 2026-05-18 00:00:00 | 58030 | 5,842 | 5,969 | 5,580 | 5,653 | 5,842 | 5,969 | 5,580 | 5,653 | 1 | 86,555,100 | 86,555,100 | 495,229,963,900 |
| 2026-05-19 00:00:00 | 58030 | 5,600 | 5,639 | 4,660 | 4,695 | 5,600 | 5,639 | 4,660 | 4,695 | 1 | 124,339,100 | 124,339,100 | 639,194,380,900 |
Financial summary
| DiscDate | DocType | CurPerType | CurPerSt | CurPerEn | Sales | OP | NP | EPS | TA | Eq | EqAR | CFO | CFI | CFF | CashEq | ShOutFY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-08-08 | 1QFinancialStatements_Consolidated_JP | 1Q | 2024-04-01 | 2024-06-30 | 218,330,000,000 | 24,452,000,000 | 19,113,000,000 | 69.29 | 756,416,000,000 | 388,136,000,000 | 0.48 | 295,863,421 | ||||
| 2024-11-07 | 2QFinancialStatements_Consolidated_JP | 2Q | 2024-04-01 | 2024-09-30 | 447,539,000,000 | 55,141,000,000 | 28,734,000,000 | 104.17 | 732,018,000,000 | 373,334,000,000 | 0.47 | 32,064,000,000 | -6,750,000,000 | -16,000,000,000 | 154,586,000,000 | 295,863,421 |
| 2025-02-10 | 3QFinancialStatements_Consolidated_JP | 3Q | 2024-04-01 | 2024-12-31 | 710,987,000,000 | 96,274,000,000 | 59,087,000,000 | 214.2 | 790,323,000,000 | 417,429,000,000 | 0.49 | 295,863,421 | ||||
| 2025-05-13 | FYFinancialStatements_Consolidated_JP | FY | 2024-04-01 | 2025-03-31 | 979,375,000,000 | 135,519,000,000 | 91,123,000,000 | 330.32 | 830,307,000,000 | 435,329,000,000 | 0.49 | 115,908,000,000 | -20,912,000,000 | -57,395,000,000 | 184,244,000,000 | 295,863,421 |
| 2025-08-07 | 1QFinancialStatements_Consolidated_JP | 1Q | 2025-04-01 | 2025-06-30 | 267,908,000,000 | 41,086,000,000 | 31,318,000,000 | 113.51 | 796,114,000,000 | 445,252,000,000 | 0.53 | 295,863,421 | ||||
| 2025-11-07 | 2QFinancialStatements_Consolidated_JP | 2Q | 2025-04-01 | 2025-09-30 | 558,994,000,000 | 90,171,000,000 | 67,147,000,000 | 243.35 | 854,556,000,000 | 494,816,000,000 | 0.55 | 13,125,000,000 | -19,362,000,000 | -29,573,000,000 | 149,902,000,000 | 295,863,421 |
| 2026-02-09 | 3QFinancialStatements_Consolidated_JP | 3Q | 2025-04-01 | 2025-12-31 | 854,931,000,000 | 142,196,000,000 | 111,935,000,000 | 405.67 | 897,100,000,000 | 538,446,000,000 | 0.56 | 295,863,421 | ||||
| 2026-05-14 | FYFinancialStatements_Consolidated_JP | FY | 2025-04-01 | 2026-03-31 | 1,182,358,000,000 | 188,707,000,000 | 157,163,000,000 | 94.93 | 969,454,000,000 | 593,193,000,000 | 0.58 | 132,905,000,000 | -36,201,000,000 | -111,325,000,000 | 178,906,000,000 | 1,775,180,526 |
Core financial statement fields
| Metric | Field | Value |
|---|---|---|
| Revenue | Revenue (IFRS) | - |
| Gross profit | Gross profit (IFRS) | - |
| Operating profit | Operating profit (loss) (IFRS) | - |
| Profit attributable to owners | Profit (loss) attributable to owners of parent (IFRS) | - |
| Assets | Assets (IFRS) | - |
| Equity | Equity (IFRS) | - |
| Cash and cash equivalents | Cash and cash equivalents (IFRS) | - |
| Inventories | Inventories - CA (IFRS) | - |
| PPE | Property, plant and equipment (IFRS) | - |
| Bonds and borrowings CL | Bonds and borrowings - CL (IFRS) | - |
| Bonds and borrowings NCL | Bonds and borrowings - NCL (IFRS) | - |
| Goodwill | Goodwill (IFRS) | - |
Trading breakdown
| Date | LongSellVa | ShrtNoMrgnVa | MrgnSellNewVa | MrgnSellCloseVa | LongBuyVa | MrgnBuyNewVa | MrgnBuyCloseVa |
|---|---|---|---|---|---|---|---|
| 2026-04-16 | 116,564,310,000 | 59,188,784,900 | 45,554,438,500 | 89,960,730,300 | 186,668,141,300 | 79,216,649,000 | 45,383,473,400 |
| 2026-04-17 | 102,739,373,800 | 69,211,911,200 | 38,313,801,200 | 80,368,114,000 | 163,425,131,800 | 86,211,828,100 | 40,996,240,300 |
| 2026-04-20 | 103,806,942,300 | 65,568,076,600 | 40,221,192,500 | 70,073,557,600 | 159,424,654,400 | 77,799,605,100 | 42,445,509,500 |
| 2026-04-21 | 122,423,841,300 | 31,311,458,600 | 48,766,363,300 | 83,100,410,600 | 173,163,470,100 | 66,761,608,700 | 45,676,995,000 |
| 2026-04-22 | 89,134,795,900 | 56,481,049,800 | 27,693,597,900 | 78,329,706,800 | 146,086,247,100 | 75,384,239,800 | 30,168,663,500 |
| 2026-04-23 | 110,770,610,000 | 99,218,916,300 | 37,509,667,100 | 92,867,639,600 | 201,694,704,800 | 99,759,173,100 | 38,912,955,100 |
| 2026-04-24 | 83,108,103,200 | 56,457,231,700 | 31,084,755,300 | 75,519,946,600 | 149,289,584,400 | 66,517,015,200 | 30,363,437,200 |
| 2026-04-27 | 114,009,276,400 | 87,089,629,900 | 31,020,273,300 | 97,052,379,100 | 207,709,433,600 | 90,581,404,900 | 30,880,720,200 |
| 2026-04-28 | 86,938,992,300 | 91,196,486,800 | 33,031,579,000 | 76,202,287,300 | 171,139,241,700 | 80,702,914,000 | 35,527,189,700 |
| 2026-04-30 | 82,419,583,400 | 82,309,270,400 | 16,705,728,100 | 53,632,115,300 | 147,194,189,200 | 68,270,838,500 | 19,601,669,500 |
| 2026-05-01 | 44,103,260,100 | 63,461,518,800 | 19,512,112,000 | 39,686,456,500 | 97,389,856,200 | 47,999,855,400 | 21,373,635,800 |
| 2026-05-07 | 141,884,644,700 | 48,981,893,700 | 25,973,926,000 | 95,853,751,200 | 222,937,814,600 | 66,582,365,500 | 23,174,035,500 |
| 2026-05-08 | 112,409,884,400 | 63,806,033,900 | 30,572,795,700 | 71,320,666,000 | 177,166,028,200 | 71,228,624,400 | 29,714,727,400 |
| 2026-05-11 | 102,813,884,400 | 71,713,570,600 | 28,520,589,300 | 73,942,308,400 | 170,051,365,700 | 77,504,095,600 | 29,434,891,400 |
| 2026-05-12 | 267,950,136,200 | 149,954,126,400 | 72,055,904,700 | 182,007,332,200 | 420,203,414,000 | 178,395,837,900 | 73,368,247,600 |
| 2026-05-13 | 169,355,388,700 | 118,561,843,300 | 33,062,892,800 | 161,325,192,100 | 270,674,905,000 | 174,589,676,400 | 37,040,735,500 |
| 2026-05-14 | 141,617,183,600 | 134,962,183,900 | 34,501,604,200 | 123,882,272,000 | 256,144,402,700 | 140,006,158,500 | 38,812,682,500 |
| 2026-05-15 | 377,554,581,900 | 121,851,807,600 | 118,479,892,600 | 168,358,633,500 | 484,965,903,900 | 179,117,940,500 | 122,161,071,200 |
| 2026-05-18 | 166,417,769,700 | 121,880,946,200 | 74,090,340,800 | 132,840,907,200 | 273,292,030,800 | 142,755,726,100 | 79,182,207,000 |
| 2026-05-19 | 256,823,100,200 | 142,694,300,100 | 87,314,972,100 | 152,362,008,500 | 382,988,347,100 | 167,308,130,300 | 88,897,903,500 |
Margin interest
| Date | Code | ShrtVol | LongVol | ShrtNegVol | LongNegVol | ShrtStdVol | LongStdVol | IssType |
|---|---|---|---|---|---|---|---|---|
| 2025-12-19 | 58030 | 1,319,300 | 4,450,300 | 326,900 | 1,281,000 | 992,400 | 3,169,300 | 2 |
| 2025-12-26 | 58030 | 1,151,100 | 4,451,800 | 295,700 | 1,332,200 | 855,400 | 3,119,600 | 2 |
| 2026-01-09 | 58030 | 959,200 | 4,985,500 | 273,100 | 1,430,600 | 686,100 | 3,554,900 | 2 |
| 2026-01-16 | 58030 | 928,000 | 4,917,700 | 271,000 | 1,430,900 | 657,000 | 3,486,800 | 2 |
| 2026-01-23 | 58030 | 879,500 | 4,739,700 | 263,800 | 1,374,200 | 615,700 | 3,365,500 | 2 |
| 2026-01-30 | 58030 | 819,000 | 3,471,700 | 246,600 | 1,105,100 | 572,400 | 2,366,600 | 2 |
| 2026-02-06 | 58030 | 855,800 | 2,791,000 | 238,200 | 914,100 | 617,600 | 1,876,900 | 2 |
| 2026-02-13 | 58030 | 781,800 | 3,573,600 | 217,700 | 1,076,300 | 564,100 | 2,497,300 | 2 |
| 2026-02-20 | 58030 | 865,700 | 3,100,300 | 228,100 | 945,600 | 637,600 | 2,154,700 | 2 |
| 2026-02-27 | 58030 | 925,900 | 3,124,600 | 217,300 | 993,700 | 708,600 | 2,130,900 | 2 |
| 2026-03-06 | 58030 | 874,200 | 3,630,000 | 189,700 | 1,082,800 | 684,500 | 2,547,200 | 2 |
| 2026-03-13 | 58030 | 728,000 | 3,276,100 | 191,200 | 978,800 | 536,800 | 2,297,300 | 2 |
| 2026-03-19 | 58030 | 572,900 | 3,775,600 | 170,000 | 1,055,700 | 402,900 | 2,719,900 | 2 |
| 2026-03-27 | 58030 | 922,500 | 2,779,300 | 180,600 | 836,600 | 741,900 | 1,942,700 | 2 |
| 2026-04-03 | 58030 | 4,212,900 | 15,833,100 | 1,100,400 | 4,622,500 | 3,112,500 | 11,210,600 | 2 |
| 2026-04-10 | 58030 | 4,576,700 | 11,363,400 | 1,154,000 | 3,614,200 | 3,422,700 | 7,749,200 | 2 |
| 2026-04-17 | 58030 | 3,304,100 | 14,560,400 | 940,800 | 4,155,500 | 2,363,300 | 10,404,900 | 2 |
| 2026-04-24 | 58030 | 3,303,600 | 13,606,700 | 1,003,700 | 4,037,000 | 2,299,900 | 9,569,700 | 2 |
| 2026-05-01 | 58030 | 2,547,100 | 16,879,300 | 802,300 | 4,977,700 | 1,744,800 | 11,901,600 | 2 |
| 2026-05-15 | 58030 | 2,279,000 | 18,341,400 | 661,300 | 5,323,800 | 1,617,700 | 13,017,600 | 2 |
Sector short ratio
| Date | S33 | SellExShortVa | ShrtWithResVa | ShrtNoResVa |
|---|---|---|---|---|
| 2026-04-28 | 3500 | 530,925,127,100 | 258,341,576,900 | 85,801,653,000 |
| 2026-04-30 | 3500 | 412,267,433,100 | 183,023,262,900 | 69,726,146,200 |
| 2026-05-01 | 3500 | 278,766,465,600 | 163,468,134,000 | 53,157,057,500 |
| 2026-05-07 | 3500 | 767,733,542,800 | 184,824,910,100 | 82,981,716,000 |
| 2026-05-08 | 3500 | 627,963,097,600 | 178,159,347,000 | 75,904,813,800 |
| 2026-05-11 | 3500 | 683,863,640,200 | 263,854,997,600 | 82,706,898,000 |
| 2026-05-12 | 3500 | 1,210,981,050,700 | 366,352,364,300 | 145,245,666,100 |
| 2026-05-13 | 3500 | 1,283,355,094,800 | 394,133,576,700 | 155,638,500,800 |
| 2026-05-14 | 3500 | 1,063,422,158,700 | 403,936,839,900 | 119,354,836,000 |
| 2026-05-15 | 3500 | 1,100,661,199,900 | 352,081,986,200 | 203,060,239,400 |
| 2026-05-18 | 3500 | 802,291,494,700 | 364,830,352,300 | 167,933,852,600 |
| 2026-05-19 | 3500 | 764,529,273,200 | 362,703,828,900 | 137,153,879,000 |
Dividend and event calendar
| PubDate | PubTime | Code | StatCode | BoardDate | IFCode | FRCode | IFTerm | DivRate | RecDate | ExDate | PayDate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-02-10 | 15:12 | 58030 | 2 | 2025-02-10 | 2 | 2 | 2025-03 | 46.5 | 2025-03-31 | 2025-03-28 | - |
| 2025-05-13 | 14:20 | 58030 | 1 | 2025-05-13 | 2 | 2 | 2026-03 | 65 | 2026-03-31 | 2026-03-30 | - |
| 2025-05-13 | 14:20 | 58030 | 1 | 2025-05-13 | 1 | 2 | 2025-09 | 65 | 2025-09-30 | 2025-09-29 | - |
| 2025-05-13 | 14:20 | 58030 | 1 | 2025-05-13 | 2 | 1 | 2025-03 | 66.5 | 2025-03-31 | 2025-03-28 | 2025-06-30 |
| 2025-08-07 | 14:12 | 58030 | 2 | 2025-08-07 | 1 | 2 | 2025-09 | 75 | 2025-09-30 | 2025-09-29 | - |
| 2025-08-07 | 14:13 | 58030 | 2 | 2025-08-07 | 2 | 2 | 2026-03 | 75 | 2026-03-31 | 2026-03-30 | - |
| 2025-11-07 | 14:09 | 58030 | 2 | 2025-11-07 | 2 | 2 | 2026-03 | 95 | 2026-03-31 | 2026-03-30 | - |
| 2025-11-07 | 14:09 | 58030 | 1 | 2025-11-07 | 1 | 1 | 2025-09 | 95 | 2025-09-30 | 2025-09-29 | 2025-12-02 |
| 2026-02-09 | 15:06 | 58030 | 2 | 2026-02-09 | 2 | 2 | 2026-03 | 120 | 2026-03-31 | 2026-03-30 | - |
| 2026-05-14 | 14:42 | 58030 | 1 | 2026-05-14 | 2 | 1 | 2026-03 | 130 | 2026-03-31 | 2026-03-30 | 2026-06-29 |
| 2026-05-14 | 14:42 | 58030 | 1 | 2026-05-14 | 2 | 2 | 2027-03 | 19 | 2027-03-31 | 2027-03-30 | - |
| 2026-05-14 | 14:42 | 58030 | 1 | 2026-05-14 | 1 | 2 | 2026-09 | 19 | 2026-09-30 | 2026-09-29 | - |
No rows.
Morning session
| Date | Code | MO | MH | ML | MC | MVo | MVa |
|---|---|---|---|---|---|---|---|
| 2026-05-19 | 58030 | 5,600 | 5,639 | 5,326 | 5,328 | 35,030,300 | 192,032,347,000 |