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最后更新日期:2023年8月2日

(2023年7月28日)

介绍2023财年第一季度的财务业绩

关于HPP公司

Q
What are the factors behind the substantial increase in net sales from the 1Q to the 2Q in the non-LCD 电子产品 field? 这一增长是否符合最初的计划?
A

(Kamiwaki) This substantial increase reflects the use of our products in smartphones to be released from the 2H as well as the gradual recovery in binder resins for MLCCs that have been weak for a while during a period of inventory adjustment. 趋势基本上与计划一致.

  • *HPP公司:高性能塑料公司
Q
What are the factors behind the increase in net sales from the 4Q of FY2022 to the 1Q of FY 2023 in the non-LCD field?
A

(Kamiwaki) This is largely due to successful efforts aimed at capturing new opportunities in which our products maintain strength, 包括半导体保护膜等加工材料.

Q
What are your thoughts on trends in high-performance interlayer film sales by region?
A

(Okano)日本和欧洲的趋势同比上升. 相比之下,中国市场的销量同比下降,第一季度总销量下降了2%. 同时预计第二季度将出现复苏, 十大赌博娱乐平台预计,与其他地区相比,中国的同比销售仍将疲软.

Q
[Presentation materials P11] Net sales in the 流动性 field are projected to increase significantly from the 1Q to the 2Q. 主要的细节是什么?
A

(Kamiwaki) The forecast upswing in net sales factors in improvements in the product mix owing to an increase in the ratio of high-performance interlayer films such as HUD films and other use as well as a recovery in market conditions in 中国.

Q
Boeing’s production rates are increasing and appear to be climbing slightly ahead of schedule. 这将有助于推动SEKISUI宇航公司的业绩吗?
A

(Kamiwaki) Production rates are increasing for models that have a major impact on SEKISUI AEROSPACE CORPORATION’s business. On the other hand, this has necessitated the need to establish an appropriate production structure. Preparatory steps are being taken to put in place a production structure in the 1H in an effort to generate earnings commensurate with the increased production rate from the 2H.

Q
散热材料的出货将从第二季度开始. 十大赌博娱乐平台什么时候能看到效果?
A

(Kamiwaki) Sales of heat release materials are expected to continue to expand owing to the increased demand for EVs. Taking into consideration the smooth startup of operations at a new plant in North America, 这些影响预计将在2H出现.

Q
[Presentation materials PP10-11] Looking at the “Analysis of Operating Profit,” ¥4.4亿日元中的1000亿.7 .预计上半年同比下降归因于“销售量” & “产品组合”与“工业”领域相关联. 营业利润大幅下降的原因是什么?
A

:(神崎)泡沫材料, 由发泡PE或PP制成的塑料材料, 是否被广泛应用于各个领域, 包括建筑材料, 胶带基材, 以及电子材料. 而这些支撑着工业领域的收益, 营业利润受到需求低迷的显著影响 特别是在欧洲的通用泡沫材料.

关于房屋公司

Q
[Presentation materials P4] What are the factors behind the substantial drop in exhibition visitors (85% YoY in the 1Q) and the recovery to 99% in the 2Q?
A

(Kamiwaki) I believe that customers adopted a wait-and-see approach toward purchasing a home in the 1Q owing to the impact of inflation. Turning to the 2Q, the number of visitors has increased since the Golden Week holidays in June. 这种速度是否会持续下去?, I expect the number of visitors will return to around the same level as the corresponding period of the previous year, 哪个不是那么大.

Q
While earnings increased in the 1Q on the back of successful efforts to level out sales and reduce fixed costs, 看一下1H, profits are projected to decrease owing to a downturn in the number of houses sold. 十大赌博娱乐平台应该如何看待全年的营业利润?
A

(Kamiwaki) Increases in unit prices are helping to partly offset the downturn in the number of houses sold. Efforts to strengthen profitability are also being made to compensate for the decline in the number of houses sold over the full fiscal year.

Q
[Presentation materials P12] Can you provide specific details of measures aimed at strengthening profitability in the 住房 Company?
A

(Kamiwaki) We are shifting personnel from the indirect departments of the 住房 Business to the Renovation Business and such Stock businesses as real estate brokering, 趋势依然坚定. Taking into consideration such factors as the volume of orders and production in each area, we will also look to optimize the production structure of our eight factories nationwide.

Q
What are the factors behind the increase in marginal profit in the Other segment?
A

“其他”部门主要由两项业务组成. 一个是房地产业务, 包括出租公寓管理和房地产经纪, 哪些为产生利润提供了相对稳定的盈利基础. The other is the Town and Community Development Business, which is exhibiting 业务稳步增长. 除了装修业务, these two businesses combined are driving growth compared with the previous year.

关于UIEP公司

Q
Will you be able to maintain margins in the Pipe Systems field in the face of slightly weaker demand in the 住房 and other businesses going forward?
A

尽管需求略有疲软, we believe we will be able to maintain margins in the 1H in line with plans. 虽然原材料价格自2009年以来略有下降, we are confident in our ability to maintain adequate margins between raw materials and selling prices. 再加上产品组合的改进, 包括高附加值优先产品销售的增长, 十大赌博娱乐平台将保持边际利润.

  • *UIEP公司:城市基础设施 & 环保产品公司

关于公司费用和其他

Q
Foreign exchange gains made up a significant portion of ordinary profit in the 1Q. What are your reasons for not upwardly revising ordinary profit for the 1H?
A

(西田)在第一季度录得外汇收益之后, 十大赌博娱乐平台预计第二季度会发生外汇损失. Non-operating foreign exchange gains and losses are calculated based on the risk that the value of the yen will return to an appreciation trend, 与3月底持平.

Q
Operating losses in Other and Eliminations are projected to increase YoY as a result of efforts to strengthen Group-wide development activities in the fiscal year under review. Are the Group’s development activities progressing smoothly in line with initial plans?
A

开发活动进展顺利. 活动重点是生物精炼厂和钙钛矿太阳能电池. 十大赌博娱乐平台也在推广其他几个主题.