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最后更新:二月. 5, 2024
介绍2023财年第三季度的财务业绩
关于HPP公司
- *HPP公司:高性能塑料公司
(Kamiwaki)第三季度, tapes and microparticle products in the Liquid Crystal field were affected by weak demand for large panels for TVs. 除了, semiconductor processing materials in the non-LCD field were also sluggish due to the delayed recovery in market conditions for semiconductors.
(Kamiwaki) Electric vehicle production in 中国 was strong in the 3Q, creating more adoptions and shipments of interlayer films for HUDs than expected. Our October plan forecasts growth of over 115% for the 4Q and we expect to maintain this level.
(Kamiwaki)以及用于hud的层间膜, sales of heat insulation interlayer films mainly for electric vehicles has also been strong. High-performance products are driving overall sales, and we expect the same to continue in the 4Q.
(Okano) Although market share for our high-performance interlayer films is expected to remain strong, 作为一家公司,十大赌博娱乐平台专注于更高性能的产品, and we don’t believe that our overall market share will change significantly.
(Kamiwaki) For now, we haven’t experienced any significant impact. 然而, 十大赌博娱乐平台确实认为未来会有风险, 例如, with increased distribution costs owing to the impact from the Suez Canal, which is why we are planning our operations fully aware of the situation.
(神和)由于飞机需求下降的影响, it will be somewhat difficult for the company to move into the black in the 4Q. We therefore don’t expect SEKISUI AEROSPACE to be profitable until the next fiscal year. 另一方面, 部分车型的生产速度仍按计划进行, and non-aerospace fields such as drones and the Medical field are also growing, so we believe that the company is making steady progress toward becoming profitable.
关于房屋公司
(Kamiwaki) We will strengthen our meticulous rollout of products tailored to the characteristics and purchasing power of each area, 例如, with one-story houses in rural areas and three-story houses in urban areas.
(神崎)尤其是, we have started concentrating production at a few plants for wooden-framed homes, 它的阶数在减少. 生产系统的优化正在按计划进行.
(Kamiwaki) Although the soaring prices of steel and timber have come down, the prices of a wide range of other housing materials continue to rise. 十大赌博娱乐平台将密切关注风险, including the risk of rising distribution costs due to 日本’s so-called ‘2024 problem’ (shortage of truck drivers).
(Kamiwaki)是的. 在城市地区, 尤其是在东京市区, we are receiving orders for three-story homes and apartment buildings at higher-than-average unit prices.
关于UIEP公司
- *UIEP公司:城市基础设施 & 环保产品公司
(Kamiwaki) Public works projects in India are being put off ahead of the general election in fiscal 2024. 这导致了需求下降,但人们认为这只是暂时的. Although there will be an impact as the CPVC Business is a relatively highly profitable business within the UIEP Business, we believe that any impact can be fully covered by other businesses within the company. As such, the outlook for the 2H is in line with the October plan.
关于医疗行业
美国推出COVID-19检测试剂盒.S. 由于FDA审批的延迟,对上半年影响不大. 获得批准后,于2023年8月开始发货, but a major distributor was hit by a cyberattack that disrupted delivery, 暂停促销活动. The situation was resolved in the 3Q and the company is expected to resume sales in the 4Q.
其他人
(Kamiwaki) The average wage increase this fiscal year was slightly more than 4%. We have begun considering ways to maintain the same or higher level for the next fiscal year and beyond.