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最后更新日期:8月. 2, 2022

(2022年7月28日)

2022财年第一季度财务业绩

关于HPP公司

Q
看看你对上半年整体营业收入的分析, 尽管在销量和产品组合方面缺乏增长, net sales are projected to increase in the three strategic fields. How much of this is attributable to improvements in selling prices?
A

(Kamiwaki) While roughly 20% of the year-on-year increase in the 电子产品 field is attributable to improvements in selling prices, the overall impact of foreign currency exchange rates is significant. 移动性领域也是如此, 大约20%是由于销售价格的提高. 在建筑和基础设施领域, improvements in selling prices account for approximately 80% of sales growth.

  • *HPP公司:高性能塑料公司

关于HPP公司 <电子产品 Field>

Q
液晶领域的销售在第一季度相当可观. Generally speaking, it would appear that inventory adjustments were about to begin. 你能告诉十大赌博娱乐平台关于销售量的情况吗? 另外,你对第二季度的前景如何?
A

(Kamiwaki) We believe that customers took steps in the 1Q to secure inventories prior to the lockdowns in 中国. At this point, the balance of market inventories would appear to be substantial. On this basis, we are looking at a 2Q correction to the 1Q rush in demand.

Q
Sales in the non-LCD field are expected to grow significantly from the 1Q to the 2Q. 预计增长的主要产品是什么?
A

(Okano) We are looking to expand our market share and secure growth in such products as protective films for semiconductor-related processing materials and protective foam sheets for components used in smartphones.

Q
Are there any changes in the semiconductor-related market environment?
A

(Kamiwaki)目前, conditions in the semiconductor-related components market remain generally firm.

Q
What are price increases in the 电子产品 field earmarked to counter?
A

(Okano) Negotiations are underway to improve selling prices for polyolefin-related tape and film products to counter the surge in raw material costs.

关于HPP公司 <流动性 Field>

Q
Progress is being made in the transition toward full-color HUDs. HUD夹层膜会在新产品中出现吗?
A

(Okano) HUD brightness and color are a product of functional improvements in projectors. Our HUD interlayer films can be covered by conventional technologies. We believe any upswing in models equipped with HUDs would be a positive development for the Company.

Q
What is the current status and outlook for SEKISUI AEROSPACE CORPORATION?
A

(Kamiwaki) While domestic flight aircraft models are showing a certain degree of recovery, 生产国际飞行飞机, 十大赌博娱乐平台的主要市场, 还没有恢复. Under these circumstances, we do not envisage a recovery at this point in time. 与此形成鲜明对比的是, steady progress is being made in cultivating non-aircraft sectors including the medical, 无人机, 和引擎场.

关于HPP公司

Q
There are indications that price increases in the Building and Infrastructure field are substantial. 这是由CPVC引起的吗? 另外,你能告诉十大赌博娱乐平台市场情况吗?
A

(Kamiwaki) We are pushing forward improvements in the selling prices of all products in the Building and Infrastructure field and not just CPVC. 在印度, 十大赌博娱乐平台最大的市场, trends in demand for CPVC that facilitates the manufacture of high-performance building materials is extremely firm. We are making steady progress in passing on the high cost of raw materials to selling prices.

关于房屋公司

Q
We are concerned about the impact of a renewed spread of COVID-19 on new housing orders. 6月份的业绩疲弱. 你对第二季度的前景如何?
A

(Kamiwaki) While new housing orders were down year on year in June, we believe this is a temporary phenomenon and reflects orders captured in advance in May. With this in mind, we anticipate orders will once again progress in line with plans from July.

Q
Operating income is slightly ahead of schedule in the 1Q with the outlook of a decline in the 2Q. 十大赌博娱乐平台能否认为这反映了平衡销售的努力?
A

(Kamiwaki) This is indeed due to efforts aimed at leveling out sales, 哪个项目的进展超出了计划. 十大赌博娱乐平台将继续前进. While sales are posted after receiving an order when delivery to the customer is completed, historically sales in the 住房 business are substantial in the 2Q. Bringing this forward while lowering the overall peak will contribute to improved factory productivity and transportation efficiency. We anticipate overall trends in the 1H will essentially be in line with plans.

Q
房价上涨的现状是什么?
A

(Kamiwaki) We will adopt a cautious approach toward price revisions so as not to affect demand.

关于医疗行业

Q
What is the background behind the delay in authorizing COVID-19 diagnostics kits in the U.S. 未来的前景如何?
A

(Kamiwaki) While steps were taken to submit an application for approval to the U.S. 应急使用授权制度下的权威机构, the review process is showing signs of returning to normal as COVID-19 conditions settle. 这反过来又加大了获得批准的难度. Another factor raised is the insufficient availability of positive specimens for the Omicron strain. 前进, we will prioritize combination kits that facilitate the diagnosis of both COVID-19 and influenza. We will work toward generating contributions to earnings from the 2H.

对别人

Q
资产负债表上的存货在增加. 这种增长背后的因素是什么? In addition, is the reduction in fixed costs due to the increase in inventory?
A

(Kamiwaki) Trends including the upswing in the procurement of land associated with the Group's housing, ready-built住房, and town and community development activities as well as the surge in raw materials costs are significant factors in the amount of raw material inventory. Reductions in fixed costs are progressing in real terms and not as a result of an increase in inventory.