Panasonic Holdings Corporation, together with its subsidiaries, research, develops, manufactures, sells, and services various electrical and electronic products in Japan, the United States, Europe, Asia, China, and internationally. It operates through six segments: Connect, Electric Works, HVAC & CC, Energy, Industry, and Smart Life. The company offers Lighting, Electrical Construction Materials & Living Energy, Solution Engineering, and Age-Free services. It also provides heating and ventilation A/C, cold chain, and engineering. In addition, the company mobility energy, energy solutions, energy device, electronic devices, factory automation solutions, and electronic materials. Furthermore, it provides refrigerator, washing machine, hair dryer, electric shaver, dishwasher, induction heating, AV and camera, phone, fax, intercom, broadcast and professional AV, professional audio equipment, steam oven microwaves, microwave ovens, rice cookers, coffee makers, and automatic cooking pots/electric pressure cookers. Panasonic Holdings Corporation was founded in 1918 and is headquartered in Kadoma, Japan.
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Face recognition 'face pass' services expand, raising privacy concerns
Face recognition 'face pass' services are gradually expanding at station ticket gates, supermarket payments, and baseball games. Trial Holdings has introduced a payment service using NEC's face recognition technology at 15 stores in Tokyo and Fukuoka Prefecture, and at Yomiuri Giants games at Tokyo Dome, face pass entry and hands-free payment at some shops using Panasonic Connect technology have become possible. Hitachi and Tobu Railway have introduced face recognition ticket gates at Ikebukuro Station on the Tobu Tojo Line and plan to make them usable for payments at nearby commercial facilities. Panasonic Connect evangelist Kunio Furuta expects the face recognition market to grow from 55.7 billion yen last year to around 130 billion yen by 2030. Meanwhile, the ID Authentication Technology Promotion Association has pointed out concerns about tracking user behavior and is urging businesses to operate carefully to avoid privacy violations.
Asia-Pacific Lighting Fixtures Production Tops $58 Billion, CSIL Report Finds
A new CSIL study reports that lighting fixture production in Asia and the Pacific now exceeds $58 billion, driven by urban construction, energy-efficiency mandates, and rapid adoption of connected LED systems. The 244-page report highlights Havells India's 18.9% revenue surge to ₹6,572 crore, Beacon Lighting Group's record A$176.3 million first-half sales, and ongoing smart lighting expansions from Signify, Opple Lighting, and Panasonic Lighting. China remains the region's largest producer, followed by Japan and India, with exports representing about half of total production and North America as the leading destination. The study covers 13 markets, including Australia, China, India, Indonesia, Japan, Malaysia, New Zealand, the Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam, and provides forecasts through 2027 across residential, professional, and outdoor applications.
Tesla's Japan Sales Surge as Delivery Network Expands
Tesla registered roughly 12,000 vehicles in Japan in the first six months of this year, more than doubling its 2025 full-year total of over 10,000. June registrations jumped 183.7% year over year to 3,997 vehicles, making Tesla Japan's second-best-selling imported brand for the month behind Mercedes-Benz and ahead of BMW. To keep up with demand, Tesla plans to increase its delivery sites in Japan by 60% this year, from seven to 11, adding locations in Yokohama, Kobe, the Greater Tokyo Area, and Nagoya. The company also added Mikawa Port in Aichi prefecture as a second import entry point, roughly doubling annual import capacity to about 48,000 vehicles. Japan's revised EV subsidy framework, which emphasizes supply-chain security and V2X capability, favors Tesla due to its Panasonic battery cells and bidirectional charging support, while reducing incentives for Chinese EV makers like BYD.
Panasonic Holdings reported a 2.1-fold increase in first-quarter operating profit to 182.5 billion yen for the fiscal year ending March 2027, and raised its full-year earnings forecast. The full-year operating profit outlook was lifted from 550 billion yen to 590 billion yen, while net profit was raised from 420 billion yen to 450 billion yen. Following the announcement, shares closed at 4,284 yen on July 31, up about 20 percent from the previous day. The first-quarter profit growth was driven by business-to-business operations including the energy segment, which covers automotive batteries, and the industrial segment for factory automation, while the connect segment, which posted an operating loss in the previous year, also returned to profitability.
Nikkei 225 surges on AI and semiconductor rally, closing up 4.03% at 64,362
The Nikkei 225 surged, closing up 4.03% from the previous trading day at 64,362.02. Strong earnings from AI and semiconductor stocks, along with gains in major shares, lifted the index, which at one point rose 5.65% to 65,364.73. The Bank of Japan decided to keep its policy rate unchanged at its monetary policy meeting, passing without surprise as expected by the market. Among individual stocks, Tokyo Electron and Oriental Land jumped sharply, Panasonic Holdings ended at a bid price near its daily limit up, and Advantest and SoftBank Group also posted significant gains. The TOPIX rose 1.29% to 4,003.30 points, and trading value on the Prime Market was 10.106984 trillion yen.
Panasonic Q1 profit surges 89%, lifts fiscal 2027 outlook
Panasonic Holdings Corp. reported a first-quarter net profit of 135.17 billion yen, an 89.2% jump from a year earlier, driven by higher sales. Operating profit more than doubled to 182.46 billion yen, while revenue grew 6.4% to 2.02 trillion yen. For the fiscal year ending March 2027, the company raised its net profit forecast to 450 billion yen and operating profit to 590 billion yen, up from prior guidance of 420 billion yen and 550 billion yen respectively. The full-year net sales outlook was also revised higher to 7.80 trillion yen, a 3.1% decline from the prior year, compared with the earlier projection of a 5.6% drop to 7.60 trillion yen. Shares in Tokyo closed 2.2% higher at 3,584.00 yen.
Elon Musk Says Micron Gave Tesla a Significant Memory Chip Allocation
Elon Musk publicly endorsed Micron Technology, saying the memory chipmaker provided Tesla with a significant allocation of memory chips on reasonable terms despite an industry-wide supply crunch. Speaking during Tesla's earnings call, Musk said the allocation will support Tesla's expanding AI ambitions, including Optimus humanoid robots and robotaxi development. Micron is one of the world's largest producers of DRAM and NAND memory chips, and tight memory supply has become a key bottleneck as AI infrastructure spending accelerates. Musk also said Tesla has ordered equipment for a development chip fabrication plant and praised suppliers including TSMC, Samsung, and Panasonic for investing billions of dollars to expand AI computing and battery manufacturing capacity.
Global bond issuance hits record $3.68 trillion in first half on AI investment
Global bond issuance in the first half of this year reached a record high of $3.68 trillion, up 10% from the same period in 2025 and up 50% from the trough in 2022, according to LSEG data. The number of deals fell 12% to 10,408, reflecting larger individual fundraisings. Large bond issues were concentrated in the United States, which accounted for over 30% of global value for the first time in six years. The biggest deal was Amazon's $36.8 billion bond sale in March, which together with euro-denominated bonds brought the total to $54 billion for data center and AI investment. Meta and Nvidia each issued about $25 billion in bonds. SoftBank Group issued dollar- and euro-denominated bonds worth 570 billion yen in April to invest in OpenAI, and Panasonic Holdings issued $500 million in dollar bonds this month. Concerns over rising debt burdens have led investors to demand higher returns, with Amazon's credit spread widening from 1.2% to 1.4% after announcing an additional $25 billion bond sale. S&P Global Ratings downgraded Oracle's long-term bond rating to BBB- due to higher debt from AI investments. Meanwhile, the BIS warned that an AI bubble could affect financial stability, and Goldman Sachs views this competition as a winner-takes-all dynamic.
NVIDIA CEO Meets Japanese Suppliers to Strengthen AI Supply Chain
NVIDIA CEO Jensen Huang met with executives from several Japanese suppliers at a Tokyo izakaya, signaling the company's deepening reliance on Japan's industrial base for its AI expansion. The gathering included Kioxia Holdings, Shin-Etsu Chemical, Tokyo Electron, Ajinomoto, Sumitomo Electric Industries, Taiyo Yuden, Panasonic Holdings, and Nitto Boseki, spanning flash memory, silicon wafers, manufacturing equipment, chip-packaging film, fiber-optic cables, capacitors, and ultra-thin glass cloth. Huang stated that Japan provides foundational technologies for semiconductor manufacturing, and Tokyo Electron's CEO noted NVIDIA has substantial expectations for the Japanese supply chain. The meeting underscores the critical role of these specialized suppliers as NVIDIA, valued at more than $5.1 trillion, scales its AI infrastructure.
Rating Daily: 13 Stocks with Top Ratings Maintained and Target Prices Raised
On July 8, multiple research firms maintained their top investment ratings on 13 stocks and raised their target prices. Morgan Stanley MUFG Securities raised its target price for Kumagai Gumi from 2,200 yen to 2,250 yen, for Penta-Ocean Construction from 2,400 yen to 2,500 yen, and for Infroneer Holdings from 2,850 yen to 3,150 yen, maintaining bullish ratings on all three. Goldman Sachs raised its target price for Sumitomo Electric Industries from 3,125 yen to 3,400 yen, for Hitachi from 6,100 yen to 6,300 yen, for Mitsubishi Electric from 7,000 yen to 7,400 yen, for Panasonic Holdings from 4,220 yen to 5,000 yen, and for Anritsu from 4,700 yen to 5,300 yen, maintaining buy ratings. Tokai Tokyo Intelligence Laboratory raised its target price for NHK Spring from 3,060 yen to 4,480 yen, and for MS&AD Insurance Group Holdings from 6,000 yen to 6,100 yen, maintaining bullish ratings. Nomura Securities raised its target price for As One from 3,400 yen to 3,500 yen, and for Pilot Corporation from 1,867 yen to 1,950 yen, maintaining buy ratings. Nikko Securities raised its target price for Chubu Electric Power from 3,000 yen to 3,500 yen, maintaining a bullish rating.
Panasonic to localise US data centre battery production, CEO says
Panasonic is seeking to localise its U.S. supply chain for energy storage systems as it prepares to produce battery cells at a plant in Kansas for data centres, CEO Yuki Kusumi said on Tuesday. The company plans to begin mass production of battery cells for data centres at the Kansas plant of its energy unit, which also makes batteries for Tesla, in the financial year ending March 2029. Kusumi said Panasonic does not plan to make lithium iron phosphate batteries, as they are less suited to its focus on distributed systems that smooth peak power demand at individual servers. He added that Panasonic was not struggling to secure supplies from China, even as Beijing added 20 Japanese firms to a dual-use export control list this week, though Panasonic was not among those targeted.
The Nikkei 225 may hand back some of Thursday's sharp gains on Friday amid weak global cues. The index skyrocketed 3,191.38 points or 4.61 percent to finish at 72,366.34, snapping a two-day slide that had tumbled almost 3,200 points or 4.2 percent. Gains were led by financial shares, automobile producers and technology stocks, with Softbank Group surging 7.90 percent and Panasonic Holdings soaring 3.50 percent. The lead from Wall Street is soft as the major averages ended mixed, with the Dow adding 71.72 points or 0.14 percent while the NASDAQ slumped 118.03 points or 0.46 percent. Investors digested data showing the core PCE price index moved further above the Federal Reserve's target, new orders dropped more than expected, and GDP slowed in the first quarter. Crude oil prices jumped on supply disruption threats after a projectile hit a cargo ship near Oman across the Strait of Hormuz, with West Texas Intermediate crude for August delivery up 1.49 dollars or 2.12 percent at 71.83 dollars per barrel.
CISCE Healthy Life Chain Showcases Global Healthcare Supply Chain Innovation
The Fourth China International Supply Chain Expo has opened its Healthy Life Chain section, drawing more than 100 leading companies across Medical Technology, Quality Living, and Heritage Wellness zones. Global players GE Healthcare and Siemens Healthineers are demonstrating full China-for-China R&D and manufacturing capabilities, while AstraZeneca features an AI-powered drug discovery platform. Chinese innovators including BGI with a human genome foundation model and Longwood Valley with a domestically produced orthopedic surgical robot are also taking center stage. In consumer health, Procter & Gamble, L'Oréal, Panasonic, and Starbucks are showcasing digital intelligence and sustainability in their supply chains, with Starbucks connecting directly to Yunnan coffee farms for full traceability. Chinese TCM brands such as Guangzhou Phar. Holdings, Xin Bao Tang, and Zhendong Pharmaceutical are accelerating global expansion and vertical integration of authentic herb supply chains, alongside AI-driven diagnostic tools like smart pulse-taking devices.