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最后更新日期:11月. 1, 2021

(2021年10月28日)

介绍管理计划下的财务业绩进展情况 2021财年第二季度

关于SEKISUI航空航天公司

Q
SEKISUI 化学 Group is working to reduce its dependence on the aircraft application field 使其收入来源多样化. 您对飞机需求复苏有何看法?
A

We recognize that conditions surrounding the production of aircrafts earmarked for international flights, 十大赌博娱乐平台的主要客户群, 困难还会持续一段时间吗, 十大赌博娱乐平台期待着经济复苏 2024.

Q
The Company’s policy is to significantly reduce the percentage of products for aircraft application between 2020 and 2026. 你对利润率有什么看法?
A

We believe that we can maintain the same profit margins in the engine and medical markets, 十大赌博娱乐平台在哪里推广其他应用, 就像十大赌博娱乐平台在飞机市场上做的那样.

Q
When do you expect SEKISUI AEROSPACE CORPORATION to return to a profit on an operating income basis?
A

虽然这将取决于飞机需求的趋势, 特别是国际航班, we are undertaking management reforms with the goal of returning to a profit in FY2024.

Q
最近的减值是否会导致进一步的减值?
A

由于最近的损失, 商誉的剩余余额约为20亿日元. 未来不会有进一步的减值损失.

关于HPP的前景

Q
看看电子领域, 您对液晶和非液晶领域的现状有何看法?
A

We are taking a relatively conservative view toward liquid crystal market conditions compared to the industry consensus, 哪家公司认为市场状况与去年大致相同. 在Non-LCD领域, 首先, 半导体生产过程中使用的产品需求量很大, 哪一项与前一年相比增长显著. 而对半导体设备中使用的产品的需求, 比如基站和数据中心, 有点弱, 十大赌博娱乐平台相信整体需求将会增长, 特别是在非液晶领域.

  • *HPP公司:高性能塑料公司
Q
Sales volumes of automotive interlayer film are projected to return from the 3Q in the 流动性 field. 你对汽车减产等因素有什么看法?
A

十大赌博娱乐平台预计,在第三季度中期之前,整体需求将保持低迷. 然而, 豪华轿车的生产, 十大赌博娱乐平台高性能层间膜的使用率在哪里高, 趋势是否在现有水平上达到一定程度. 结果是, the downturn in high-performance interlayer films has not been as significant as the overall decline in automobile production compared with standard films. 十大赌博娱乐平台相信这一趋势将在未来继续下去.

Q
汽车中间层薄膜的原材料成本也在上升. 产品价格有可能提高吗?
A

We announced a price increase in June this year, which certain customers understood and accepted. 十大赌博娱乐平台将继续以谨慎和坚持的方式进行谈判.

Q
就公司的假设而言, 最近,石脑油和其他原材料价格进一步上涨. Is the business environment conducive to offsetting this upswing through increases in the prices of products and improvements in the product mix should raw material costs increase in excess of expectations during the period under review?
A

继续以提高销售价格为重点, 降低成本,包括提高生产率, 并控制固定成本,以对冲原材料成本上涨的风险.

Q
Sales in the 流动性 field have been upwardly revised from the initial plan (April) of ¥58.40亿美元兑63日元.90亿年. 而汽车生产的预测数量已经降低, 移动领域的销售计划已经向上修正. 市场占有率等因素有什么变化吗?
A

On top of the additional impact of fluctuations in foreign currency exchange rates and the weaker yen, 十大赌博娱乐平台正在以超出计划的速度扩大移动领域的销量, 主要在高性能层间膜领域. This also includes such factors as the recovery in market conditions in India in the Molded 产品 Business. Another element is the indeed the increase in sales attributable to the upswing in market share.

Q
The high cost of raw materials and fuels is also significant in the Building and Infrastructure field. What are your thoughts on whether or not you will be able to maintain and improve profitability as efforts to adjust products prices progress?
A

Improvements in selling prices are progressing in the Building and Infrastructure field. 全球对CPVC的需求尤其强劲. We will also continue to improve the selling prices of building materials in 日本 against the backdrop of such factors as strong housing market conditions.

关于房屋公司

Q
住房业务上半年新房销售数量与计划相比如何?
A

Plans called for the number of new houses sold to increase by 290 as of July year on year. 此后,增加到170. This was largely due to delays in construction of 120 houses owing to long periods of rain mainly in western 日本 and the impact of COVID-19.

Q
看看房屋和装修业务, we understand there are delays in the manufacture of housing and other equipment in Southeast 亚洲 due to the shortage of semiconductors. 采购有什么问题吗?对业务有什么影响?
A

包括热水器和厨房在内的某些产品受到轻微影响. We are minimizing this impact through discussions with suppliers and the procurement of substitute items. We will continue to share information closely with suppliers and sales departments to identify and address risks at an early stage.

Q
How have you factored in the positive effects of the government’s decision to lift the state of emergency and the negative impact following termination of housing loan tax reduction measures in housing orders?
A

而在住房贷款税收措施终止前出现了轻微的抢购, 经济活动低于消费税上调前的时期. 对于2H, we have adopted a stringent approach toward the 3Q in light of the wait-and-see attitude toward extension of the housing loan tax reduction and other factors, COVID-19影响的不确定性, 第二季度的游客数量下降低于预期. Taking into account the aforementioned, we revised our order plans for the 2H from 108% to 106%. 然而, we are projecting a modest overall recovery in customers in the 4Q including the number of visitors and participants in onsite tours and seminars outside WEB-based channels. 整个财政年度的订单预计将超过最初计划的108%. 因此,十大赌博娱乐平台向上修正为109%.

Q
9月份房屋订单单月环比下降. 你认为下半年订单会超过去年的预测有多准确?
A

September saw a YoY decline due to the high level of orders received in the previous year. 就2H而言, 而去年第三季度的订单水平很高, 十大赌博娱乐平台预计第四季度的订单将大大超过去年. This largely reflects the significant drop in customers from around the end of last year due to the impact of COVID-19.

关于UIEP公司

Q
You are looking to essentially offset the high cost of raw materials in the UIEP Company through improvements in selling prices. 你对实现这一目标有多大信心?
A

上半年以来,原材料成本上升的影响有两次. 虽然十大赌博娱乐平台能够在第一次实例中抵消几乎所有的增长, we are working through steps to lift product prices in response to the second raw material cost hike in August and to secure an early conclusion. In light of newspaper reports that certain raw material manufacturers are looking to implement a substantial increase in costs, 十大赌博娱乐平台将仔细研究所有细节,然后考虑适当的回应.

  • *UIEP公司:城市基础设施 & 环保产品公司
Q
UIEP Company reports indicate a modest recovery in PVC sheets for aircraft application in the Advanced Materials field. 复苏的原因是什么?
A

The UIEP Company has indeed reported a modest recovery compared with the previous year. 然而, the recovery in demand is less than half compared with the levels prior to COVID-19. UIEP公司的板材业务主要针对飞机内饰市场. 十大赌博娱乐平台已经看到国内飞行设备的部分复苏.

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