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最后更新日期:8月. 2, 2021

(2021年7月29日)

2021财年第一季度财务业绩

关于原材料成本上升的影响

Q
Trends in raw material costs are expected to remain harsh in the 2Q. What kind of response and conditions are expected in each segment for the second half?
A

HPP公司将寻求提高销售价格, 主要通过供应链创新来降低成本, and improve marginal profit by shifting to high-performance products. The thought here is to offset the upswing in raw material costs through these comprehensive measures. The UIEP Company will increase selling prices thereby securing a spread against raw material costs. 下半年原材料成本会继续上涨吗, steps will be taken to secure further spreads between selling prices and raw material costs, 降低成本, 专注于优先产品,提高边际利润. 尽管受到钢铁和木材价格上涨的影响, the 住房 Company’s basic policy is to 降低成本 through various measures including leveling out factory production and pushing forward existing initiatives such as the integration of production rather than first passing onto selling prices.

  • *HPP公司:高性能塑料公司
  • *UIEP公司:城市基础设施 & 环保产品公司
Q
Is it difficult to fully pass on increases in raw material costs to selling prices in the 流动性 field?
A

基本上, the idea is not to pass on the entire increase in raw material costs to selling prices, but to offset through a combination of measures including cost reductions and improving the product mix.

Q
Recognizing the difficulty in passing on increases in costs to selling prices, will the 住房 Company adopt a product strategy or direction such as raising the average price?
A

The 住房 Company is planning to release new Smart House products to commemorate its 50th anniversary. The 住房 Company may also work toward increasing selling prices while at the same time providing new added value.

About the outlook for HPP demand in the three strategic fields and other matters

Q
The HPP Company has upwardly revised its operating income forecast ¥1.90亿年. 这三个战略领域中的哪一个将推动这种改进? Moreover, raw materials as well as sales volume and product mix are creating a negative effect. 三个战略领域中哪一个受到的影响最大?
A

Contributions from the 电子产品 as well as Building and Infrastructure fields toward the upward revision are expected to be high. High raw material costs are projected to have the greatest effect on the 流动性 field. We also anticipate that the 流动性 field will be significantly affected by shortages in semiconductor supply.

Q
在电子领域, 非lcd销售预计将从第一季度增长到第二季度, 而液晶的销量则呈现出轻微的下降趋势. Taking into consideration weak smartphone-related demand in 中国, 你对液晶和非液晶的前景如何?
A

而液晶面板的需求趋势相对稳定, conditions are showing signs of slightly weakening especially in the 中国-related smartphone market. As a result, sales in the 2Q are not expected to be as strong as in the 1Q. 与此形成鲜明对比的是, 而不是经历一个疲软的趋势, 非lcd领域的业绩在第一季度保持稳定. 事实上,十大赌博娱乐平台预计销量将从第二季度开始进一步扩大.

Q
What are your thoughts on semiconductor as well as 5G-related material trends?
A

Trends in processing and other materials are firm on the back of strong semiconductor demand. 就5g相关材料而言, 十大赌博娱乐平台相信液晶结果稳健, 尤其是在第一季度, were due to relatively firm shipments for 5G-compatible smartphones.

Q
Has there been any downturn in demand as a result of such factors as lockdowns in India?
A

Although operating rates for 流动性-related components manufactured in India have declined slightly, CPVC的需求趋势相对稳定.

Q
Have you been able to maintain your share in the interlayer film market?
A

是的,十大赌博娱乐平台有.

Q
关于飞机材料, domestic flights are making quite a comeback in for example 中国 and 欧洲. 飞机需求似乎正在复苏. 然而,你对第二季度的预测仍然很悲观. 这是否反映了你对未来需求的看法?
A

对国内航班的需求确实正在复苏. 以SEKISUI宇航公司为例, 然而, a large portion of the company’s shipments are for international aircrafts. 在这方面,国际航班尚未恢复. Our business plans are based on the assumption that conditions will remain difficult. We intend to offset these ongoing difficult conditions through structural reforms and pioneering applications outside the aircraft field.

About the outlook for the housing market against the backdrop of the COVID-19 pandemic and the probability of achieving business plans

Q
就房地产市场而言, do you expect to achieve plans despite the declaration of a state of emergency in 日本 in the 2Q?
A

虽然已经宣布进入紧急状态, we believe that demand for housing itself is steadily recovering. On this basis, we remain confident that 2Q forecasts are more than achievable. Last year’s 2Q saw a recovery from the impact of COVID-19 in the 1Q. 事实上,第一季度的需求被推到了第二季度. For the same reasons, growth in the 2Q this year appears a little weaker than the 1Q. 十大赌博娱乐平台预计住房需求本身将保持强劲.

About the outlook for COVID-19 diagnostic kit demand in the Medical Business and other matters

Q
The Company released a new COVID-19 diagnostic kit in 日本 in July. While the market expanded in the 3Q of FY2020, growth was limited in the 4Q. 你对未来需求的预期是什么?
A

The antigen testing kit that we released to the market is distinguished by its short and simple operating method, 这样便于现场判定. We expect this new product will meet demand for testing at clinics and other medical facilities that do not have their own diagnostic capabilities, as well as testing for large crowds at events and other public gatherings. While demand for testing kits will decline as vaccinations rates increase, we believe there is still room for increasing sales thanks to the product’s distinguishing feature, 即测试所需的时间短.