Presentation Q&A

Last Updated: Feb. 5, 2024

(January 30, 2024)

Presentation of Financial Results for the 3Q of FY2023

About the HPP Company

  • *HPP Company: High Performance Plastics Company
Q
哪些产品组在第三季度受到电子领域需求疲软的影响?
A

(Kamiwaki) In the 3Q, 液晶领域的磁带和微粒产品受到电视大面板需求疲软的影响. In addition, 非lcd领域的半导体加工材料也因半导体市场恢复迟缓而不景气.

Q
预计第四季度对多层陶瓷电容器(mlcc)粘合剂树脂的需求将出现复苏。. How accurate is this?
A

第四季度半导体市场状况预计将逐步恢复, with demand for MLCCs also on a recovery trend. For products such as our bio-based tape and Selfa®, in addition to a recovery in market conditions, we also expect to capture new demand and develop new business.

Q
In the 流动性 field, 用于平视显示器(hud)的层间膜预计将在下半年增长约115%, yet in the 3Q alone they grew by 139%, far exceeding expectations. What is the reason for such a big difference? What is your outlook for the 4Q and 2H?
A

第三季度中国的电动汽车生产表现强劲, 为hud创造了比预期更多的采用和出货层间膜. 十大赌博娱乐平台10月份的计划预测第四季度的增长率将超过115%，十大赌博娱乐平台预计将保持这一水平.

Q
How do high-performance interlayer films look overall?
A

(Kamiwaki) Along with interlayer films for HUDs, 主要用于电动汽车的隔热中间层薄膜的销售也很强劲. 高性能产品正在推动整体销售，十大赌博娱乐平台预计第四季度将继续保持这种势头.

Q
你们的市场份额是否随着hud夹层膜的增长而增加?
A

(Okano)尽管十大赌博娱乐平台的高性能层间膜的市场份额预计将保持强劲, as a company we are focusing on higher-performance products, 而且十大赌博娱乐平台认为十大赌博娱乐平台的整体市场份额不会有太大的变化.

Q
巴拿马运河或苏伊士运河的情况对分销有影响吗?
A

(神崎)目前，十大赌博娱乐平台还没有受到任何重大影响. 然而, we do believe there will be risks going forward, for example, 由于苏伊士运河的影响，分销成本增加, 这就是为什么十大赌博娱乐平台在计划行动时充分意识到形势的原因.

Q
截至10月，SEKISUI AEROSPACE CORPORATION计划在第四季度实现盈利. Has the situation changed?
A

(Kamiwaki) Due to the effects of a drop in demand for aircraft, 公司要在第四季度扭亏为盈有些困难. 因此，十大赌博娱乐平台预计SEKISUI AEROSPACE在下一财年之前不会盈利. On the other hand, the rate of production of some models continues as planned, 非航空领域，如无人机和医疗领域也在增长, 因此，十大赌博娱乐平台相信公司正在朝着盈利的方向稳步前进.

About the 住房 Company

Q
In terms of orders, the situation was difficult in the 3Q, meaning the plan for the 4Q has also been lowered. 您对重建开发和销售措施以提高收入有何看法?
A

(Kamiwaki)十大赌博娱乐平台将根据每个地区的特点和购买力，加强细致的产品推出, for example, 农村是平房，城市是三层房.

Q
[演示材料P14]公司计划优化生产系统以提高盈利能力. How is this progressing?
A

(Kamiwaki) In particular, 十大赌博娱乐平台已经开始在一些工厂集中生产木结构房屋, for which orders are decreasing. Optimization of the production system is progressing as planned.

Q
What progress has been made in increasing the average unit price?
A

虽然飙升的钢铁和木材价格已经回落, 其他各种住房材料的价格也在继续上涨. We will keep a close eye on the risks, 包括由于日本所谓的“2024问题”(卡车司机短缺)导致的配送成本上升的风险。.

Q
[Presentation materials P26] Looking at trends in unit prices, the rate has increased by more than 10% over the past two years. 城乡秩序有差异的认识正确吗, 而且单价的上涨在城市地区是可以接受的，所以订单并不疲软?
A

(Kamiwaki) Yes. In urban areas, especially in the Tokyo metropolitan area, 十大赌博娱乐平台正在以高于平均单价的价格接到三层住宅和公寓的订单.

Q
诺藤半岛地震对销售活动或采购等有影响吗.?
A

(Kamiwaki) The impact on our business is limited. 然而, some of our customers’ homes, built by us, have been damaged, 因此，十大赌博娱乐平台认识到，十大赌博娱乐平台眼前的挑战是为这些人提供后续支持.

About the UIEP Company

  • *UIEP Company: Urban Infrastructure & Environmental 产品 Company
Q
Regarding chlorinated polyvinyl chloride (CPVC), 印度CPVC需求下降的情况如何? 这似乎是一项高利润的业务，但对公司的盈利有什么影响呢?
A

在2024财年大选之前，印度的公共工程项目被推迟. This has caused a drop in demand but is seen as only temporary. 尽管由于CPVC业务是UIEP业务中相对高利润的业务，因此会受到影响, 十大赌博娱乐平台相信，任何影响都可以由公司内部的其他业务完全弥补. 因此，下半年的前景与10月份的计划一致.

About the Medical Business

Q
在日本扩大血液凝固试剂的销售，在美国扩大新产品的销售，都出现了拖延.S. Delays in the United States have been particularly noticeable. 原因是什么?假设销售将在第四季度恢复的依据是什么?
A

(Kamiwaki) The launch of COVID-19 test kits in the U.S. had little effect in the 1H due to delays in FDA approval. Shipments began in August 2023 after approval was obtained, 但一家主要分销商遭到网络攻击，导致配送中断, putting a hold on sales promotion. 该问题已在第三季度得到解决，公司预计将在第四季度恢复销售.

其他人

Q
在提高工资方面，你们采取了什么措施?
A

本财年的平均工资涨幅略高于4%. 十大赌博娱乐平台已经开始考虑如何在下一个财政年度及以后保持相同或更高的水平.

  1. 前
  2. Investor Relations
  3. Presentations
  4. Financial Results and Plan Briefing
  5. Presentation of Financial Results for the 3Q FY2023