近年来,滨松集团所处的商业环境仍处于谨慎期。需求一直较为疲软,这主要是由于医疗和生物技术市场的客户持有过多库存所致。与此同时,在此期间,我们稳步推进了未来发展的各项准备工作。这些举措包括加快对收购企业的整合,旨在将激光业务板块打造为集团业务的第四大支柱,以及在光半导体业务板块建设新工厂并搭建生产线。
在本财年,全球对生成式人工智能的投资步伐加快,并且支撑数字社会的基础技术需求也在迅速增长。这些发展进一步推动了市场对半导体器件及其集成设备更高性能和质量的需求,而制造和检测工艺所需的技术标准也正提升至前所未有的高度。在这一环境变化的背景下,本集团销售额复苏的迹象日益明显。
特别是,受生成式人工智能相关投资的推动,市场对支撑半导体制造和检测的本集团产品(如光传感器和半导体失效分析系统)的需求正在扩大。此外,用于对数据中心服务器组件进行无损检测的微焦点 X 射线源的市场需求也在不断增长。这些产品目前是本集团业绩的主要驱动力。鉴于这些产品在需要高精度和高可靠性的前沿领域中不可或缺,我们相信它们将继续为支撑我们发展的核心动力。医疗生物市场的需求也正在呈现逐步复苏的态势。展望未来,我们将继续致力于实现稳健增长,通过向这些作为本集团重要业务基石的市场提供高性能、高可靠性的产品,巩固我们的竞争优势。光应用技术领域的进步,以及随之而来的相关产业的扩展,将为本集团创造新的商业机遇。
我们相信,真诚应对市场和客户面临的挑战,不断完善他们所需的技术和产品,并将其转化为优秀解决方案,将推动本集团实现可持续增长。管理层的一项重要职责是:不被商业环境的短期波动所左右,识别真正具有价值的核心要素,并从中长期角度出发,不断夯实本集团的业务根基与技术实力,从而建立稳固的竞争优势。展望下一阶段的发展,我们将继续以自身的技术优势为核心,推动业务拓展,致力于实现企业价值的可持续提升。
我们恳请各位股东和投资者继续从中长期角度出发,理解本集团的各项举措,并衷心感谢大家一如既往的支持。
2026 年 6 月
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