表示问&A
最后更新日期:一月. 30, 2023
介绍2022财年第三季度的财务业绩
关于HPP公司
(Kamiwaki) We are not projecting a recovery in demand in the 电子产品 field in the 4Q. Taking into account the partial recovery in the number of automobiles manufactured and progress in selling price improvements, conditions in the 流动性 field are expected to further improve in the 4Q. Our outlook for the Building and Infrastructure field in the 4Q is basically the same as the 3Q.
- *HPP公司:高性能塑料公司
就电子领域而言, sales volumes and product mix in the liquid crystal business have declined sharply owing to the substantial downturn in smartphone demand. Turning to the non-LCD business, certain components used in such items as MLCCs are also down. In the 流动性 field, interlayer films and heat release materials are growing. 在建筑和基础设施领域, fire resistant materials are falling due to the decline in non-residential demand in 日本.
关于HPP公司和电子领域
(Kamiwaki)第三季度触底反弹, smartphone shipments are projected to recover slightly in the 4Q. Forecasts reflect this outlook of conditions throughout the market.
关于HPP公司和移动领域
(Kamiwaki) While lockdowns are indeed one contributing factor, conditions in December and the surge in infections coupled with certain trends including temporary delays in production at the time lockdowns were lifted had a stronger impact.
(Kamiwaki) Sales of high-performance interlayer films including HUD films, 预计年增长率将超过15%, and heat insulation films for EVs are increasing steadily. 这有助于改善产品组合. 基于上述, we believe the Company maintains a certain share of the high-performance interlayer film market.
(Kamiwaki) While we have seen the effects of improvements from the 3Q, 第四季度的贡献确实更大.
关于HPP公司 and Building and Infrastructure Field
(Kamiwaki) While plans were based on a forecast recovery in demand from the downturn caused by COVID-19, trends were impacted by the slower-than-anticipated pace of recovery.
关于房屋公司
(Kamiwaki) The time lag between movements in the number of visitors to orders is around three to six months
(Kamiwaki) Despite the surge in component costs and period of housing profitability per unit decline, unit prices have continued to climb owing to such factors as upswings in the rates of power generation system and storage battery installation. 目前, profitability has returned to a level that is close to the level recorded prior to the surge in component costs. These increases in housing unit prices are expected to contribute from the next fiscal year.
(Kamiwaki) While conditions are slightly better than anticipated, there is no room for complacency.
关于UIEP公司
(上城)SEKISUI SEIKEI株式会社.有限公司. 生产附加值较高的产品. Among these products is the mainstay lineup of high-performance, blow-molded containers that transport the polishing and other liquids used in the manufacture of semiconductors. Demand for these products is declining as a result of the downturn in 电子产品 market conditions.
- *UIEP公司:城市基础设施 & 环保产品公司
(Kamiwaki) We will make every effort to prevent delays in the 4Q and promote the posting of sales. With orders firm, we will continue to capture orders from the next fiscal year at the same time.
其他人
(Nishida) Non-residential BtoB inventories are exhibiting a temporary upswing owing to lower-thenanticipated sales in December. Even if production in the 4Q falls more than anticipated as a result, the degree of decline will not have a major impact on the incidence of cost reductions. Moreover, we believe inventories will return to normal levels as of the end of March.