Presentation Q&A

Last Updated: Aug. 2, 2022

(July 28, 2022)

Financial Results for the 1Q of FY2022

About the HPP Company

Q
Looking at your analysis of overall operating income in the 1H, despite the lack of growth in sales volume and product mix, 预计净销售额将在这三个战略领域有所增长. 这在多大程度上归功于销售价格的改善?
A

(Kamiwaki)虽然电子领域的同比增长中约有20%归因于销售价格的改善, 外汇汇率的整体影响是显著的. The same can be said of the Mobility field, where around 20% is due to improvements in selling prices. In the Building and Infrastructure field, 销售价格的改善约占销售增长的80%.

  • *HPP Company:High Performance Plastics Company

About the HPP Company

Q
Sales in the liquid crystal field were substantial in the 1Q. 总的来说,库存调整似乎即将开始. What can you tell us about sales volumes? Also, what is your outlook for the 2Q?
A

(Kamiwaki)十大赌博娱乐平台认为,客户在第一季度采取了措施,在中国封锁之前确保库存. 在这一点上,市场库存的平衡似乎是可观的. 在此基础上,十大赌博娱乐平台预计第二季度将出现对第一季度需求激增的修正.

Q
从第一季度到第二季度,非lcd领域的销售预计将大幅增长. What are the principal products that are projected to grow?
A

十大赌博娱乐平台希望扩大市场份额,并确保半导体相关加工材料的保护膜和智能手机组件的保护泡沫板等产品的增长.

Q
半导体相关的市场环境有什么变化吗?
A

(Kamiwaki) Currently, 半导体相关组件市场的状况总体上保持坚挺.

Q
电子领域的价格上涨是为了应对什么?
A

提高聚烯烃相关胶带和薄膜产品销售价格的谈判正在进行,以应对原材料成本的飙升.

About the HPP Company

Q
向全彩硬盘的过渡正在取得进展. Will HUD interlayer films be addressed in new products?
A

(Okano) HUD亮度和色彩是投影仪功能改进的产物. 十大赌博娱乐平台的HUD夹层膜可以被传统技术覆盖. 十大赌博娱乐平台相信,配备hud的机型的任何上升都将是公司的积极发展.

Q
SEKISUI宇航株式会社的现状和前景如何?
A

(Kamiwaki)而国产机型则呈现出一定程度的恢复, production of international flight aircrafts, our principal market, is yet to resume. 在这种情况下,十大赌博娱乐平台预计目前不会出现复苏. In contrast, 培育医疗等非飞机产业稳步推进, drone, and engine fields.

About the HPP Company

Q
有迹象表明,建筑和基础设施领域的价格上涨幅度很大. Is this attributable to CPVC? Also, what can you tell us about market conditions?
A

(Kamiwaki)十大赌博娱乐平台正在推动建筑和基础设施领域所有产品销售价格的提高,而不仅仅是CPVC. In India, our largest market, 促进高性能建筑材料制造的CPVC的需求趋势非常坚定. 十大赌博娱乐平台在把原材料的高成本转嫁到销售价格上取得了稳步的进展.

About the Housing Company

Q
十大赌博娱乐平台担心新冠肺炎疫情再次蔓延对新住房订单的影响. Results in June were weak. What is your outlook for the 2Q?
A

6月份新屋订单同比下降, 十大赌博娱乐平台认为这是暂时的现象,反映了5月份提前获得的订单. 考虑到这一点,十大赌博娱乐平台预计订单将再次与7月份的计划一致.

Q
第一季度的营业收入略高于计划,但预计第二季度将有所下降. Can we assume that this reflects efforts to level out sales?
A

这确实是为了平衡销售而做出的努力, which progressed in excess of plans. We will continue to progress going forward. 而销售是在收到订单后,当交付给客户完成后发布的, 从历史上看,第二季度住房业务的销售额相当可观. 在降低总体峰值的同时推进这一进程,将有助于提高工厂生产率和运输效率. 十大赌博娱乐平台预计上半年的总体趋势将与计划基本一致.

Q
What is the status of housing prices increases?
A

(Kamiwaki)十大赌博娱乐平台将对价格调整采取谨慎态度,以免影响需求.

About the Medical Business

Q
美国延迟批准COVID-19诊断试剂盒的背景是什么.S. and what is the outlook for the future?
A

在采取步骤向美国政府提交批准申请的同时.S. authorities under the emergency use authorization system, 随着新冠疫情的缓解,审查程序显示出恢复正常的迹象. This is in turn making it more difficult to obtain approval. 提出的另一个因素是欧米克隆菌株阳性标本的可用性不足. Moving forward, 十大赌博娱乐平台将优先考虑能够同时诊断COVID-19和流感的组合试剂盒. 十大赌博娱乐平台将努力为下半年的收益做出贡献.

About Others

Q
Inventories on the balance sheet are increasing. What are the factors behind this increase? 此外,是由于库存增加导致的固定成本减少?
A

(Kamiwaki)趋势包括与本集团住房有关的土地采购的增加, ready-built housing, 而城镇和社区的发展活动以及原材料成本的激增都是原材料库存数量的重要因素. 固定成本的减少是按实际价值计算的,而不是库存增加的结果.