{"id":87,"date":"2026-06-02T09:00:00","date_gmt":"2026-06-02T00:00:00","guid":{"rendered":"https:\/\/toshi-yu.com\/?p=87"},"modified":"2026-06-02T09:00:00","modified_gmt":"2026-06-02T00:00:00","slug":"agc-2025%e5%b9%b4%e9%80%9a%e6%9c%9f%e6%b1%ba%e7%ae%97%e9%80%9f%e5%a0%b1%ef%bc%81%e5%96%b6%e6%a5%ad%e5%88%a9%e7%9b%8a%e6%9c%80%e9%ab%98%e6%9b%b4%e6%96%b0%e3%80%81%e3%82%a2%e3%82%af%e3%83%86%e3%82%a3","status":"publish","type":"post","link":"https:\/\/toshi-yu.com\/?p=87","title":{"rendered":"AGC 2025\u5e74\u901a\u671f\u6c7a\u7b97\u901f\u5831\uff01\u55b6\u696d\u5229\u76ca\u6700\u9ad8\u66f4\u65b0\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30b9\u30b3\u30a21\u4f4d\u306e\u5316\u5b66\u5927\u624b"},"content":{"rendered":"<h2>\u5c0e\u5165\uff1a\u5316\u5b66\u5927\u624bAGC\u304c\u55b6\u696d\u5229\u76ca\u3067\u524d\u5e74\u3092\u4e0a\u56de\u308b<\/h2>\n<p>\u65e5\u672c\u306e\u5316\u5b66\u5927\u624b<strong>AGC\uff08\u65ed\u785d\u5b50\uff09<\/strong>\u304c2025\u5e7412\u6708\u671f\u306e\u901a\u671f\u6c7a\u7b97\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u55b6\u696d\u5229\u76ca\u306f\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3057\u3001\u524d\u5e74\u6bd4\u3067\u5897\u52a0\u3092\u8a18\u9332\u3002\u540c\u6642\u306b\u3001\u672c\u65e5\u306e\u53d6\u5f15\u3067\u51fa\u6765\u9ad8\u30fb\u5024\u52d5\u304d\u304c\u5e02\u5834\u3067\u6700\u3082\u6d3b\u767a\u3068\u306a\u308a\u3001\u500b\u4eba\u6295\u8cc7\u5bb6\u304b\u3089\u306e\u6ce8\u76ee\u5ea6\u304c\u6025\u901f\u306b\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u6642\u4fa1\u7dcf\u984d1\u51466,233\u5104\u5186\u3001\u73fe\u5728\u682a\u4fa17,643\u5186\u3068\u3044\u3046\u6c34\u6e96\u3067\u3001\u6295\u8cc7\u5bb6\u304c\u3069\u306e\u3088\u3046\u306a\u4f01\u696d\u306a\u306e\u304b\u6b63\u3057\u304f\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n<h2>\u4f01\u696d\u6982\u8981\uff1a\u30ac\u30e9\u30b9\u30fb\u96fb\u5b50\u6750\u6599\u3067\u4e16\u754c\u7af6\u4e89\u529b\u3092\u6301\u3064\u5316\u5b66\u30e1\u30fc\u30ab\u30fc<\/h2>\n<p>AGC\u306f<strong>\u5efa\u7bc9\u7528\u30ac\u30e9\u30b9\u30fb\u81ea\u52d5\u8eca\u7528\u30ac\u30e9\u30b9\u30fb\u96fb\u5b50\u6750\u6599\u30fb\u5316\u5b66\u54c1\u30fb\u30bb\u30e9\u30df\u30c3\u30af\u30b9<\/strong>\u3092\u4e16\u754c\u898f\u6a21\u3067\u88fd\u9020\u30fb\u8ca9\u58f2\u3059\u308b\u7dcf\u5408\u5316\u5b66\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u3002\u7279\u306b\u5f37\u307f\u306f\u9ad8\u6a5f\u80fd\u30ac\u30e9\u30b9\u306e\u958b\u767a\u529b\u306b\u3042\u308a\u3001\u5efa\u7bc9\u5411\u3051\u306e\u65ad\u71b1\u30fb\u906e\u5149\u30ac\u30e9\u30b9\u3001\u81ea\u52d5\u8eca\u5411\u3051\u306e\u30bb\u30f3\u30b5\u30fc\u30fb\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u7528\u30ac\u30e9\u30b9\u3001\u305d\u3057\u3066\u6db2\u6676\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u3084OLED\u7528\u30ac\u30e9\u30b9\u57fa\u677f\u306a\u3069\u306e\u96fb\u5b50\u6750\u6599\u306b\u5f37\u307f\u3092\u6301\u3061\u307e\u3059\u3002\u4e16\u754c\u4e2d\u3067\u6025\u901f\u306b\u9032\u3080\u30c7\u30b8\u30bf\u30eb\u5316\u30fb\u8131\u70ad\u7d20\u5316\u306e\u6ce2\u306b\u4e57\u308a\u3001\u9ad8\u4ed8\u52a0\u4fa1\u5024\u88fd\u54c1\u3078\u306e\u30b7\u30d5\u30c8\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002\u58f2\u4e0a\u9ad8\u7d042\u51461,000\u5104\u5186\uff08TTM\uff09\u306e\u5927\u578b\u4f01\u696d\u306a\u304c\u3089\u3001\u7279\u5b9a\u5206\u91ce\u3067\u306e\u6280\u8853\u512a\u4f4d\u6027\u304c\u7af6\u5408\u3068\u306e\u5927\u304d\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<h2>\u76f4\u8fd1\u6c7a\u7b97\u30c7\u30fc\u30bf\u89e3\u8aac\uff1a\u55b6\u696d\u5229\u76ca\u3067\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0<\/h2>\n<p>2025\u5e7412\u6708\u671f\uff08\u901a\u671f\uff09\u306e\u6c7a\u7b97\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n<p><strong>\u58f2\u4e0a\u9ad8\uff1a20,588\u5104\u5186<\/strong>\uff08\u524d\u671f\uff1a20,676\u5104\u5186\u3001\u524d\u5e74\u6bd4\u25bc0.4%\uff09<br \/><strong>\u55b6\u696d\u5229\u76ca\uff1a1,255\u5104\u5186<\/strong>\uff08\u524d\u671f\uff1a1,234\u5104\u5186\u3001\u524d\u5e74\u6bd4\uff0b1.7%\uff09<br \/><strong>\u7d14\u5229\u76ca\uff1a692\u5104\u5186<\/strong>\uff08\u524d\u671f\uff1a\u25bc940\u5104\u5186\u3001\u5927\u5e45\u6539\u5584\uff09<\/p>\n<p>\u58f2\u4e0a\u9ad8\u306f\u308f\u305a\u304b\u306a\u6e1b\u5c11\u3068\u306a\u308a\u307e\u3057\u305f\u304c\u3001\u5229\u76ca\u306e\u8cea\u304c\u5411\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002\u55b6\u696d\u5229\u76ca\u306f1,255\u5104\u5186\u3067\u524d\u671f\u3092\u4e0a\u56de\u308a\u3001\u55b6\u696d\u5229\u76ca\u7387\u306f<strong>6.1%\u7a0b\u5ea6<\/strong>\u306b\u6539\u5584\u3002\u7279\u7b46\u3059\u3079\u304d\u306f\u7d14\u5229\u76ca\u3067\u3001\u524d\u671f\u306f940\u5104\u5186\u306e\u8d64\u5b57\u3067\u3057\u305f\u304c\u30012025\u5e74\u671f\u306f692\u5104\u5186\u306e\u9ed2\u5b57\u306b\u8ee2\u63db\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u9ed2\u5b57\u8ee2\u63db\u306f\u3001\u69cb\u9020\u6539\u9769\u3084\u30b3\u30b9\u30c8\u524a\u6e1b\u3001\u305d\u3057\u3066\u9ad8\u4ed8\u52a0\u4fa1\u5024\u88fd\u54c1\u306e\u58f2\u4e0a\u30a6\u30a7\u30a4\u30c8\u62e1\u5927\u304c\u5bc4\u4e0e\u3057\u3066\u3044\u308b\u3068\u898b\u3089\u308c\u307e\u3059\u3002<\/p>\n<h2>\u6295\u8cc7\u5bb6\u76ee\u7dda\u306e\u30dd\u30a4\u30f3\u30c8\uff1aPER\u3068PBR\u304b\u3089\u898b\u3048\u308b\u682a\u4fa1\u8a55\u4fa1<\/h2>\n<p>\u73fe\u5728\u306e\u682a\u4fa17,643\u5186\u306b\u5bfe\u3057\u3001<strong>\u5b9f\u7e3ePER\uff08\u76ca\u5229\u76ca\u500d\u7387\uff09\u306f23.5\u500d<\/strong>\u3001<strong>PBR\u306f1.1\u500d<\/strong>\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u5316\u5b66\u30bb\u30af\u30bf\u30fc\u5168\u4f53\u306e\u5e73\u5747PER\u304c12\u301c15\u500d\u7a0b\u5ea6\u3067\u3042\u308b\u3053\u3068\u3092\u8e0f\u307e\u3048\u308b\u3068\u3001AGC\u306f\u5272\u9ad8\u306a\u6c34\u6e96\u306b\u3042\u308a\u307e\u3059\u3002\u4e00\u65b9\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u76ee\u6a19\u682a\u4fa1\u306f8\u4eba\u5e73\u5747\u3067<strong>6,474\u5186<\/strong>\u3068\u3055\u308c\u3066\u304a\u308a\u3001\u73fe\u5728\u682a\u4fa1\u3068\u306e\u4e56\u96e2\u304c\u5b58\u5728\u3059\u308b\u3053\u3068\u306b\u6ce8\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002\u55b6\u696d\u5229\u76ca\u73876.6%\uff08TTM\uff09\u3068\u3044\u3046\u6c34\u6e96\u306f\u696d\u754c\u5e73\u5747\u4e26\u307f\u3067\u3059\u304c\u3001\u6210\u9577\u6027\u3084\u7d4c\u55b6\u6539\u9769\u3078\u306e\u671f\u5f85\u304c\u682a\u4fa1\u306b\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u308b\u3068\u8aad\u307f\u53d6\u308c\u307e\u3059\u3002\u672c\u65e5\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30b9\u30b3\u30a21\u4f4d\u3068\u3044\u3046\u306e\u306f\u3001\u5024\u52d5\u304d\u306e\u6d3b\u767a\u3055\u3092\u793a\u3059\u3082\u306e\u3067\u3001\u4eca\u5f8c\u306e\u682a\u4fa1\u5909\u52d5\u306b\u6ce8\u8996\u304c\u5fc5\u8981\u306a\u5c40\u9762\u3067\u3042\u308b\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h2>\u4eca\u5f8c\u306e\u898b\u901a\u3057\u30fb\u307e\u3068\u3081\uff1a2026\u5e74\u5ea6\u4ee5\u964d\u306e\u6210\u9577\u30b7\u30ca\u30ea\u30aa<\/h2>\n<p>2026\u5e74\u5ea6\uff082026\u5e7412\u6708\u671f\uff09\u306e\u6765\u671f\u4e88\u60f3\u306f\u516c\u958b\u30c7\u30fc\u30bf\u3068\u3057\u3066\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u304c\u3001\u696d\u754c\u30c8\u30ec\u30f3\u30c9\u304b\u3089\u63a8\u5bdf\u3067\u304d\u308b\u70b9\u304c\u3042\u308a\u307e\u3059\u3002\u96fb\u5b50\u90e8\u54c1\u5411\u3051\u30ac\u30e9\u30b9\u57fa\u677f\u9700\u8981\u306f\u3001AI\u30fb\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u30fb\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u7523\u696d\u306e\u6210\u9577\u306b\u9023\u52d5\u3057\u3066\u5805\u8abf\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u3002\u307e\u305f\u3001\u81ea\u52d5\u8eca\u7523\u696d\u306eEV\u5316\u30fb\u81ea\u52d5\u904b\u8ee2\u5316\u306b\u3088\u308a\u3001\u9ad8\u6a5f\u80fd\u30ac\u30e9\u30b9\u306e\u9700\u8981\u306f\u4e2d\u671f\u7684\u306b\u5897\u52a0\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u4e00\u65b9\u3067\u3001\u55b6\u696d\u5229\u76ca\u7387\u306e\u66f4\u306a\u308b\u6539\u5584\u3068\u3001\u7d14\u5229\u76ca\u306e\u7d99\u7d9a\u7684\u306a\u9ed2\u5b57\u5316\u304c\u8ab2\u984c\u3067\u3059\u3002<strong>\u6295\u8cc7\u5bb6\u306f\u6765\u671f\u306e\u55b6\u696d\u5229\u76ca\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u52d5\u5411\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059<\/strong>\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u76ee\u6a19\u682a\u4fa1\u3068\u306e\u30ae\u30e3\u30c3\u30d7\u3001\u305d\u3057\u3066\u5e02\u5834\u3067\u306e\u9ad8\u3044\u6ce8\u76ee\u5ea6\u3092\u8e0f\u307e\u3048\u3001\u56db\u534a\u671f\u6c7a\u7b97\u306e\u767a\u8868\u306a\u3069\u3067\u5177\u4f53\u7684\u306a\u6210\u9577\u30b7\u30ca\u30ea\u30aa\u304c\u793a\u3055\u308c\u308b\u307e\u3067\u3001\u614e\u91cd\u306a\u5224\u65ad\u304c\u63a8\u5968\u3055\u308c\u307e\u3059\u3002<\/p>\n<div class=\"related-posts\" style=\"margin-top:2em;padding:1.2em 1.5em;background:#f8f9fa;border-left:4px solid #0073aa;border-radius:4px;\">\n<h3 style=\"margin-top:0;font-size:1.05em;\">&#128203; \u95a2\u9023\u8a18\u4e8b<\/h3>\n<ul style=\"margin:0;padding-left:1.5em;\">\n<li><a href=\"https:\/\/toshi-yu.com\/?p=64\">\u65e5\u4e2d\u95a2\u4fc2\u306e\u4e0d\u78ba\u5b9f\u6027\u304c\u9ad8\u307e\u308b2026\u5e74\u3001\u500b\u4eba\u6295\u8cc7\u5bb6\u304c\u78ba\u8a8d\u3059\u3079\u304d3\u3064\u306e\u30ea\u30b9\u30af\u8981\u56e0<\/a><\/li>\n<li><a href=\"https:\/\/toshi-yu.com\/?p=83\">\u30b1\u30a4\u30c7\u30f3\u30b9\u30fb\u30c7\u30b6\u30a4\u30f3\u30fb\u30b7\u30b9\u30c6\u30e0\u30ba2025\u5e74\u6c7a\u7b97\u89e3\u8aac\uff5cAI\u9700\u8981\u3067\u52a0\u901f\u3059\u308b\u534a\u5c0e\u4f53\u8a2d\u8a08\u30c4\u30fc\u30eb\u4f01\u696d<\/a><\/li>\n<li><a href=\"https:\/\/toshi-yu.com\/?p=81\">\u65e5\u7d4c\u5e73\u5747\u304c\u904e\u53bb\u6700\u9ad8\u66f4\u65b0\uff01\u682a\u4fa1\u4e88\u60f32026\u5e74\u306e\u6ce8\u76ee\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u9298\u67c4\u3068\u6295\u8cc7\u6226\u7565<\/a><\/li>\n<\/ul>\n<\/div>\n<div class=\"affiliate-banner\" style=\"margin-top:2em;text-align:center;\">\n<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pnkz00osdj\" rel=\"nofollow noopener\" referrerpolicy=\"no-referrer-when-downgrade\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/h.accesstrade.net\/sp\/rr?rk=0100pnkz00osdj\" alt=\"moomoo\u8a3c\u5238\u3010WEB\u3011\" border=\"0\" width=\"900\" height=\"750\"><\/a><br \/>\n<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=01000t2900osdj\" rel=\"nofollow noopener\" referrerpolicy=\"no-referrer-when-downgrade\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/h.accesstrade.net\/sp\/rr?rk=01000t2900osdj\" alt=\"\u677e\u4e95\u8a3c\u5238\" border=\"0\" width=\"120\" height=\"60\"><\/a>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>AGC\u304c2025\u5e74\u901a\u671f\u6c7a\u7b97\u3067\u55b6\u696d\u5229\u76ca1,255\u5104\u5186\uff08\u524d\u5e74\u6bd4\uff0b1.7%\uff09\u3092\u8a18\u9332\u3057\u3001\u7d14\u5229\u76ca\u3082\u8d64\u5b57\u304b\u3089\u9ed2\u5b57\u306b\u8ee2\u63db\u3002\u30a2\u30af\u30c6\u30a3\u30d6\u30b9\u30b3\u30a21\u4f4d\u3067\u5e02\u5834\u6ce8\u76ee\u5ea6\u304c\u6025\u4e0a\u6607\u3002PER23.5\u500d\u3068\u5272\u9ad8\u6c34\u6e96\u3060\u304c\u3001\u96fb\u5b50\u6750\u6599\u30fb\u81ea\u52d5\u8eca\u7528\u30ac\u30e9\u30b9\u306e\u6210\u9577\u6027\u306b\u671f\u5f85\u304c\u96c6\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":86,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70],"tags":[100,103,104,106,62,105,39],"class_list":["post-87","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-japan","tag-100","tag-agc","tag-104","tag-106","tag-62","tag-105","tag-39"],"_links":{"self":[{"href":"https:\/\/toshi-yu.com\/index.php?rest_route=\/wp\/v2\/posts\/87","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/toshi-yu.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/toshi-yu.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/toshi-yu.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/toshi-yu.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=87"}],"version-history":[{"count":0,"href":"https:\/\/toshi-yu.com\/index.php?rest_route=\/wp\/v2\/posts\/87\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/toshi-yu.com\/index.php?rest_route=\/wp\/v2\/media\/86"}],"wp:attachment":[{"href":"https:\/\/toshi-yu.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=87"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/toshi-yu.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=87"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/toshi-yu.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=87"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}