表示问&A

最后更新日期:8月. 4, 2020

(7月. 30, 2020)

2020财年第一季度财务业绩

About trends in HPP demand in the three strategic fields and other matters

Q
(Page 11 of the presentation slides) 1Q sales grew in the 电子产品 field. 什么样的产品销量增加了? Will you be able to continuously expand sales from the 2Q?
A

销售新中期管理计划中强调的产品,如5G基站散热材料, semiconductor processing materials and other non-LCD-related products are increasing. Taking into consideration a variety of factors, including the spread of 5G and upswing in memory demand, 新的应用程序正在增加. We anticipate this trend will continue into the 2Q and beyond.

  • *HPP Company:High Performance Plastics Company
Q
(Page 11 of the presentation slides) Sales increased in the 1Q in the 电子产品 field. Why then are sales expected to exhibit a negative turnaround in the 2Q?
A

去年第二季度的销售相对强劲,这在很大程度上归功于新款智能手机产品的大量出货. We anticipate a certain level of correction will emerge in the 2Q of this year, in line with the build-up of certain product inventories in the 1Q of this year, on the back of concerns about damage to the supply chain due to the spread of COVID-19. 然而, even after taking into consideration these circumstances, sales in the 2Q are forecast to exceed 1Q levels, and believe that trends in the 电子产品 field are steady.

Q
(幻灯片第11页)与2019财年第四季度相比,第一季度非lcd相关产品的销售额大幅增长. Sales are also projected to increase substantially in the 2Q. 什么产品增长最快?
A

5G基站和其他应用的放热材料增长最快.

Q
(演示幻灯片第11页)您是否预计从下半年开始散热材料的销售会进一步增加? In particular, demand in 中国。 is forecast to expand rapidly in the next fiscal year. 在这个事件中, are you confident in your ability to secure proportionate growth of the Company's products?
A

十大赌博娱乐平台相信是这样.

Q
(演示幻灯片第4页和第11页)移动设备、建筑和基础设施领域4月至6月季度的月度出货量趋势如何? 除了, what is likely to happen in the 2Q?
A

Automotive interlayer film trends in the 流动性 field bottomed out in April, 6月缓慢恢复. 十大赌博娱乐平台预计第二季度将逐步复苏,与演示材料第4页所描述的汽车生产趋势一致. 与此同时, 印度实施封锁, 支柱市场, 对建筑和基础设施领域的CPVC产生了重大影响,该领域的需求在整个4月至6月季度都很低迷. 此外, 由于停工和建筑工程延期的重大影响,十大赌博娱乐平台预计耐火材料在第二季度不会出现明显复苏,主要是在日本.

Q
(幻灯片第11页)您对汽车中间层薄膜在移动出行领域的需求复苏有何看法?
A

The situation differs from region to region. While the recovery in demand is slower than anticipated at the beginning of the period, we are looking at an improvement in the 2Q compared with the 1Q worldwide.

Q
(演示幻灯片第11页)而高性能层间膜的销售构成在期初预计将超过计划, 什么产品卖得好?
A

对有助于节约能源和安全的产品的需求是坚定的,包括用于平视显示器的热屏蔽层间膜和层间膜.

Q
(演示幻灯片第11页)哪些地区的高性能层间膜销售稳定增长?
A

市场 conditions in North America and 中国。 did not deteriorate as much as projected in the 1Q. 产品 were also picked up by new models.

Q
(幻灯片第10页和第11页)SEKISUI宇航公司第一季度的业绩如何? Is it likely results will improve in the 2Q?
A

As indicated on page 10 of the presentation slides, 第一季度业绩和第二季度预测的综合基础变化数据几乎完全归因于SEKISUI AEROSPACE CORPORATION. 十大赌博娱乐平台的理解是,飞机需求需要相当长的时间才能恢复. 十大赌博娱乐平台将通过转变医疗器械等领域的产品组合,推动结构改革,以提高收益.

About trends in housing order and other matters

Q
(演示幻灯片第12页)与COVID-19传播之前的情况相比,您是否看到房地产市场环境发生了变化, 例如, 由于远程办公的日益普及等因素,郊区对独立住宅的需求比城市地区有所增加?
A

While unable at this stage to identify a clearly defined trend, on the one hand rebuilding in urban areas is struggling. 另一方面, there are signs that demand for detached houses is increasing in urban areas, 尤其是首次购房者, on the back of firm orders for urban subdivision and ready-built houses.

Q
(演示幻灯片第12页)在主要在城市地区的重建工作大幅下降的背景下, do you see this as a shift in customers' preferences to detached houses in suburban areas?
A

在大多数情况下, 重建客户需要在展览或个人家中进行深入和面对面的讨论. 因此,事实证明,在宣布紧急状态的4月和5月期间很难进行谈判. 与此形成鲜明对比的是, 郊区小区和现成房屋的规格比重建的简单. 结果是, it has been easier to negotiate on a subdivision or online basis, 更容易获得订单.

Q
(presentation sides第26页)而房屋销售数量在第一季度下降,并在上半年继续下降, can we assume that the drop in orders attributable to COVID-19 is a factor?
A

自疫情开始蔓延以来,订单量下降导致上半年房屋销量下降.

Q
Accounting for the lead time from when an order is received and a house sold, 十大赌博娱乐平台是否可以假设,第一季度订单的下降将在很大程度上支撑下半年房屋销量的下滑?
A

The average lead time from order to sale is four to six months depending on the property. 第二季度订单是否会按计划恢复, the decline in the number of houses sold from the 3Q should narrow. 除了, we will work to expand sales of ready-built houses, which are reported as sales shortly after orders are received.

About the status of the Medical Business

Q
(演示幻灯片第17页)在医疗诊断业务中,2019冠状病毒病检测试剂盒在北美的销售状况如何? What is the likely contribution to sales in the 1H?
A

Diagnostics kits developed by our subsidiary, Veredus Laboratories, is mainly sold in Singapore. We have initiated sales in North America as an introductory product. COVID-19-related products are projected to contribute around 1.上半年销售额达到1000亿日元.

Q
Other companies are also engaged in the development and sales of COVID-19 diagnostic reagents. What are the strengths of the Company's product?
A

十大赌博娱乐平台的产品以其高诊断灵敏度而闻名,是在国际机场等重要地点作为边境保护措施的理想选择.

About 1Q results, 1H results forecasts, and other matters

Q
(演示幻灯片第8页和第10页)与4月份的计划相比,预计上半年固定成本将大幅削减. What items will be cutback in the HPP Company? On a year-on-year basis, the forecast reduction in the 2Q is smaller than the 1Q. Is there are room for further reductions in the 2Q?
A

In light of the declaration of a state of emergency and the implementation lockdowns, 没有进行某些行动. Working from home became mainstream in the 1Q. As far as fixed costs in the 1Q and 2Q are concerned, 每个季度之间的减少量和余额受到库存水平变化的影响. 在排除库存变化的影响后,每个季度的数据都大致相同. 在HPP公司, steps are being taken to integrate operating bases inside and outside 日本, 并推动结构性改革,包括合并和关闭欧洲和美国的泡沫行业制造基地.S. We intend to also reduce fixed costs and promote further structural reforms from the 2Q.

Q
截至6月30日的存货余额, 2020 has increased by a significant amount compared with the balance as of March 31, 2020. 哪些项目在增加?
A

The increase is mainly in land for sale in lots and ready-built houses. 前进, we will place considerable weight on increasing sales of subdivision and ready-built houses. 每年都是如此, housing work in progress under construction is trending upward as of the end of 1Q.

Q
新市镇及社区发展计划用地是否为地段库存待售土地的主要组成部分?
A

截至本财政年度末,出售土地的大部分将是用于再分割的小型土地和现成住宅,而不是项目用地.