{"title":"日本の会社は地震を、アメリカの会社は株主とお客さまの通り道を、心配している","page":"https://www.aluzza.jp/risk-jp-us/","how":"日米の上場企業の年次報告書の「事業のリスク」の見出しを、同じ 31 の種類に分け、それぞれの種類を見出しに書いた会社の割合（share_pct）と、その順位（rank）を数えた。","companies":{"JP":3766,"US":3808},"headings_per_company":{"JP":"約 14","US":"約 52"},"us_mentions":{"AI":{"companies":2942,"pct":77.3},"generative_AI":{"companies":1218,"pct":32.0},"tariff":{"companies":3310,"pct":86.9},"Google":{"companies":284}},"cautions":["言葉が違うので、種類の分け方はおおよそ。どの種類にも当たらない見出しが日米とも約 3 割残る。","アメリカは 1 社あたりの見出しが多いので、割合はアメリカが高く出る。比べるなら順位で。","会社が書いた心配ごとは、それが起きることを意味しない。会社のよい・わるいや投資の助言ではない。"],"sources":[{"country":"JP","text":"金融庁 EDINET の有価証券報告書の「事業等のリスク」（東証の 3,766 社）を加工して作成","licence":"数を数えただけで、会社の文は配らない"},{"country":"US","text":"U.S. Securities and Exchange Commission (SEC) EDGAR, Form 10-K, Item 1A. Risk Factors (3,808 listed companies, mostly fiscal 2025), counted by Yamagishi Sync Lab","licence":"Information presented on sec.gov is public information and may be copied or further distributed without the SEC's permission. Company texts are not redistributed here."}],"categories":[{"category":"情報セキュリティ・個人情報","JP_rank":1,"US_rank":6,"rank_gap_JP_minus_US":-5,"JP_share_pct":60.2,"US_share_pct":87.6},{"category":"自然災害・感染症","JP_rank":2,"US_rank":19,"rank_gap_JP_minus_US":-17,"JP_share_pct":57.2,"US_share_pct":55.0},{"category":"法令・制度の変更","JP_rank":3,"US_rank":1,"rank_gap_JP_minus_US":2,"JP_share_pct":54.3,"US_share_pct":97.7},{"category":"人材の確保・人手不足","JP_rank":4,"US_rank":14,"rank_gap_JP_minus_US":-10,"JP_share_pct":51.4,"US_share_pct":64.1},{"category":"品質・事故・衛生","JP_rank":5,"US_rank":15,"rank_gap_JP_minus_US":-10,"JP_share_pct":44.6,"US_share_pct":64.0},{"category":"為替・海外・地政学","JP_rank":6,"US_rank":7,"rank_gap_JP_minus_US":-1,"JP_share_pct":43.5,"US_share_pct":84.0},{"category":"訴訟・不正・内部統制","JP_rank":7,"US_rank":3,"rank_gap_JP_minus_US":4,"JP_share_pct":40.1,"US_share_pct":92.3},{"category":"競争・価格の下落","JP_rank":8,"US_rank":5,"rank_gap_JP_minus_US":3,"JP_share_pct":38.2,"US_share_pct":91.4},{"category":"減損・在庫・資産の価値","JP_rank":9,"US_rank":21,"rank_gap_JP_minus_US":-12,"JP_share_pct":37.5,"US_share_pct":49.6},{"category":"景気・需要・人口減少","JP_rank":10,"US_rank":11,"rank_gap_JP_minus_US":-1,"JP_share_pct":31.4,"US_share_pct":74.0},{"category":"金利・資金繰り","JP_rank":11,"US_rank":2,"rank_gap_JP_minus_US":9,"JP_share_pct":30.4,"US_share_pct":96.1},{"category":"M&A・新規事業","JP_rank":12,"US_rank":9,"rank_gap_JP_minus_US":3,"JP_share_pct":29.8,"US_share_pct":83.1},{"category":"知的財産","JP_rank":13,"US_rank":17,"rank_gap_JP_minus_US":-4,"JP_share_pct":28.2,"US_share_pct":61.3},{"category":"業績の変動・会計（赤字・継続企業の前提など）","JP_rank":14,"US_rank":8,"rank_gap_JP_minus_US":6,"JP_share_pct":25.5,"US_share_pct":83.6},{"category":"システム障害・IT","JP_rank":15,"US_rank":22,"rank_gap_JP_minus_US":-7,"JP_share_pct":25.4,"US_share_pct":43.1},{"category":"気候変動・環境","JP_rank":16,"US_rank":13,"rank_gap_JP_minus_US":3,"JP_share_pct":25.1,"US_share_pct":69.3},{"category":"原材料・仕入れ値","JP_rank":17,"US_rank":24,"rank_gap_JP_minus_US":-7,"JP_share_pct":22.1,"US_share_pct":29.3},{"category":"株式と株主（株価・配当・希薄化・大株主）","JP_rank":18,"US_rank":4,"rank_gap_JP_minus_US":14,"JP_share_pct":19.4,"US_share_pct":92.0},{"category":"特定の取引先・顧客","JP_rank":19,"US_rank":26,"rank_gap_JP_minus_US":-7,"JP_share_pct":18.5,"US_share_pct":17.1},{"category":"技術の変化・AI","JP_rank":20,"US_rank":18,"rank_gap_JP_minus_US":2,"JP_share_pct":15.6,"US_share_pct":59.7},{"category":"信用リスク・貸し倒れ","JP_rank":21,"US_rank":25,"rank_gap_JP_minus_US":-4,"JP_share_pct":14.0,"US_share_pct":29.1},{"category":"特定の人物・経営陣","JP_rank":22,"US_rank":12,"rank_gap_JP_minus_US":10,"JP_share_pct":13.4,"US_share_pct":70.0},{"category":"集客の経路と評判（検索・SNS・広告・風評）","JP_rank":23,"US_rank":10,"rank_gap_JP_minus_US":13,"JP_share_pct":13.0,"US_share_pct":76.5},{"category":"供給網・操業の停止（工場・設備・事務）","JP_rank":24,"US_rank":16,"rank_gap_JP_minus_US":8,"JP_share_pct":10.0,"US_share_pct":63.6},{"category":"研究開発・新製品","JP_rank":25,"US_rank":23,"rank_gap_JP_minus_US":2,"JP_share_pct":9.1,"US_share_pct":31.3},{"category":"外部委託・外注・クラウド","JP_rank":26,"US_rank":20,"rank_gap_JP_minus_US":6,"JP_share_pct":5.7,"US_share_pct":50.8},{"category":"物流・配送","JP_rank":27,"US_rank":27,"rank_gap_JP_minus_US":0,"JP_share_pct":4.5,"US_share_pct":9.8},{"category":"エネルギー・燃料","JP_rank":28,"US_rank":28,"rank_gap_JP_minus_US":0,"JP_share_pct":3.7,"US_share_pct":9.5},{"category":"人件費の上昇・賃金","JP_rank":29,"US_rank":29,"rank_gap_JP_minus_US":0,"JP_share_pct":1.7,"US_share_pct":9.3},{"category":"後継者・事業承継","JP_rank":30,"US_rank":30,"rank_gap_JP_minus_US":0,"JP_share_pct":0.3,"US_share_pct":2.6},{"category":"価格転嫁（上がった費用を値段に乗せる）","JP_rank":31,"US_rank":31,"rank_gap_JP_minus_US":0,"JP_share_pct":0.1,"US_share_pct":1.2}],"us_industry_divisions":[{"us_industry_division":"製造","companies":1489,"AI_pct":75.2,"Google_pct":2.7},{"us_industry_division":"金融・保険・不動産","companies":944,"AI_pct":74.2,"Google_pct":4.0},{"us_industry_division":"サービス","companies":627,"AI_pct":87.6,"Google_pct":26.6},{"us_industry_division":"運輸・通信・電気ガス","companies":251,"AI_pct":77.7,"Google_pct":5.6},{"us_industry_division":"小売","companies":174,"AI_pct":83.3,"Google_pct":13.2},{"us_industry_division":"鉱業","companies":139,"AI_pct":61.2,"Google_pct":0.0},{"us_industry_division":"卸売","companies":71,"AI_pct":80.3,"Google_pct":2.8},{"us_industry_division":"建設","companies":49,"AI_pct":81.6,"Google_pct":0.0}],"retail_axes":{"JP":{"companies":321,"headings_per_company":14.5,"axes_pct":{"人":5.5,"お金と会計":13.5,"もの・費用・品質":8.1,"市場とお客さま":8.4,"法律・統治・株主":12.0,"技術・情報・開発":9.1,"災害と環境":9.2,"海外と成長":10.7}},"US":{"companies":173,"headings_per_company":42.3,"axes_pct":{"人":4.4,"お金と会計":18.4,"もの・費用・品質":8.8,"市場とお客さま":16.4,"法律・統治・株主":27.8,"技術・情報・開発":7.7,"災害と環境":5.4,"海外と成長":7.8}}}}