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最后更新:二月. 5, 2024

(2024年1月30日)

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
Q
Which product groups were affected by weak demand in 3Q in the 电子产品 field?
A

(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.

Q
A recovery in demand is expected in the 4Q for binder resins for multilayer ceramic capacitors (MLCCs). 这有多准确??
A

(Kamiwaki) 市场 conditions for semiconductors in the 4Q is expected to gradually recover, 对mlcc的需求也处于复苏趋势. 对于十大赌博娱乐平台的生物基胶带和Selfa等产品®, 除了市场条件的复苏, 十大赌博娱乐平台也希望抓住新的需求,发展新的业务.

Q
在移动领域, interlayer films for head-up displays (HUDs) were forecast to grow in the 2H by roughly 115%, 但仅在第三季度,它们就增长了139%, 远远超出预期. 造成如此巨大差异的原因是什么? 你对第四季度和下半年的前景如何?
A

(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.

Q
高性能层间膜的整体外观如何?
A

(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.

Q
Is your market share increasing with the growth in interlayer films for HUDs?
A

(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.

Q
Has there been any impact on distribution due to the situation at the Panama Canal or Suez Canal?
A

(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.

Q
As of October, SEKISUI AEROSPACE CORPORATION was planning to be profitable on a 4Q basis. 情况改变了吗??
A

(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

Q
就顺序而言, 第三季度的情况很困难, 这意味着第四季度的计划也被下调了. What are your thoughts on rebuilding development and sales measures to improve the top line?
A

(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.

Q
[Presentation materials P14] The company had planned to optimize its production system as a means to improve profitability. 进展如何??
A

(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.

Q
在提高平均单价方面取得了多大的进展啊?
A

(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).

Q
[演示材料P26]看单价的趋势, 这一比率在过去两年中增长了10%以上. Is the understanding correct that there is a difference in orders between urban and rural areas, and that the rise in unit prices is accepted in urban areas so orders are not weak?
A

(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.

Q
Has the Noto Peninsula Earthquake had any impact on sales activities or procurement, etc.?
A

十大赌博娱乐平台业务的影响是有限的. 然而, 十大赌博娱乐平台的一些客户的家, 由十大赌博娱乐平台建造, 已经损坏了, so we recognize that our immediate challenge is to provide follow-up support to these people.

关于UIEP公司

  • *UIEP公司:城市基础设施 & 环保产品公司
Q
关于氯化聚氯乙烯(CPVC), what is the situation regarding the decline in demand for CPVC in India? It appears to be a highly profitable business, but what is the impact on the company’s earnings?
A

(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

Q
There have been delays in expanding sales of blood coagulation reagents in 日本 and new products in the U.S. 美国的延误尤其明显. What is the reason for this, and what is the basis for assuming that sales will return in the 4Q?
A

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

Q
What is your approach and what efforts are being made in terms of wage increases?
A

(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.