Presentation Q&A

Last Updated: Aug. 2, 2021

(July 29, 2021)

Financial Results for 1Q FY2021

About the impact of an upswing in raw material costs

Q
预计第二季度原材料成本的趋势仍将严峻. 下半年各环节预计会有什么样的反应和条件?
A

The HPP Company will look to increase selling prices, reduce costs mainly through supply chain innovation, 并通过转向高性能产品来提高边际利润. 这里的想法是通过这些综合措施来抵消原材料成本的上升. UIEP公司将提高销售价格,从而确保原材料成本的差价. Should raw material costs continue to rise in the 2H, 将采取措施确保销售价格与原材料成本之间的利差进一步扩大, reduce costs, and improve marginal profit focusing on prioritized products. Despite the impact of price hikes in steel and lumber, 房屋公司的基本政策是通过各种措施降低成本,包括平衡工厂生产和推进现有的举措,如生产一体化,而不是首先转嫁到销售价格上.

  • *HPP Company:High Performance Plastics Company
  • *UIEP Company : Urban Infrastructure & Environmental Products Company
Q
在移动领域,是否很难将原材料成本的上涨完全转嫁到销售价格上?
A

Basically, 这个想法并不是要把原材料成本的全部上涨都转嫁到销售价格上, 但要通过降低成本和改善产品组合等一系列措施来抵消这一影响.

Q
认识到将成本增加转嫁到销售价格上的困难, 房屋公司是否会采取提高均价等产品策略或方向?
A

房屋公司计划推出新的智能住宅产品,以纪念其成立50周年. 房屋公司也可以努力提高销售价格,同时提供新的附加价值.

关于HPP在三大战略领域的需求展望等事项

Q
HPP公司上调营业收入预期1元.9 billion. Which of the three strategic fields will drive this improvement? 此外,原材料、销量和产品组合也产生了负面影响. Which of the three strategic fields is the most affected?
A

预计电子、建筑、基础设施领域对上调的贡献会很大. 高原材料成本预计将对移动领域产生最大影响. 十大赌博娱乐平台还预计移动领域将受到半导体供应短缺的严重影响.

Q
In the Electronics field, non-LCD sales are expected to grow from the 1Q to the 2Q, while liquid crystal sales are exhibiting slight downward trend. 考虑到中国智能手机相关需求疲软, what is your outlook for liquid crystal and non-LCD conditions?
A

While trends in liquid crystal panel demand are relatively firm, 特别是在与中国相关的智能手机市场,情况显示出略微疲软的迹象. 因此,预计第二季度的销售不会像第一季度那样强劲. In contrast, rather than experiencing a weak trend, results in the Non-LCD field were steady in the 1Q. In fact, we anticipate sales will further expand from the 2Q.

Q
您对半导体以及5g相关材料的发展趋势有何看法?
A

在半导体需求强劲的背景下,加工和其他材料的趋势是坚定的. As far as 5G-related materials are concerned, we believe that robust liquid crystal results, especially in the 1Q, 是因为兼容5g的智能手机的出货量相对稳定吗.

Q
印度的封锁等因素是否导致了需求下降?
A

尽管印度制造的移动出行相关部件的开工率略有下降, trends in CPVC demand are relatively firm.

Q
你们在中间层膜市场的占有率还能保持吗?
A

Yes, we have.

Q
Regarding aircraft materials, 国内航班正在卷土重来,例如在中国和欧洲. It would appear that aircraft demand is recovering. However, your forecast for the 2Q remains harsh. Does this reflect your outlook on future demand?
A

Demand for domestic flights is indeed recovering. In the case of SEKISUI AEROSPACE CORPORATION, 然而, 该公司的大部分货物都是为国际飞机运送的. In this regard, international flights are yet to recover. 十大赌博娱乐平台的商业计划是建立在条件仍然困难的假设基础上的. 十大赌博娱乐平台打算通过结构改革和飞机领域以外的开创性应用来抵消这些持续的困难条件.

关于新冠疫情背景下的房地产市场前景和实现商业计划的可能性

Q
As far as the housing market is concerned, 在日本宣布进入紧急状态的情况下,第二季度能否实现计划?
A

Although a state of emergency has been declared, 十大赌博娱乐平台认为,住房需求本身正在稳步复苏. 在此基础上,十大赌博娱乐平台仍然相信第二季度的预测是完全可以实现的. 去年第二季度从第一季度的COVID-19影响中复苏. In fact, 1Q demand was pushed forward to the 2Q. 出于同样的原因,今年第二季度的增长似乎略弱于第一季度. We anticipate housing demand itself will remain strong.

关于医疗业务对COVID-19诊断试剂盒的需求前景和其他事项

Q
该公司于7月在日本发布了一款新的COVID-19诊断试剂盒. 尽管市场在2020财年第三季度有所扩张,但第四季度的增长有限. What is your outlook for future demand?
A

十大赌博娱乐平台向市场推出的抗原检测试剂盒,其特点是操作方法简短简单, which facilitates on-the-spot determination. 十大赌博娱乐平台希望这种新产品能够满足诊所和其他没有自己诊断能力的医疗机构对检测的需求, 以及在活动和其他公共集会上对大量人群进行检测. 而对检测试剂盒的需求将随着疫苗接种率的提高而下降, 十大赌博娱乐平台相信,由于该产品的独特之处,销售仍有增加的空间, namely the short time required for testing.