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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

关于HPP在三大战略领域的需求趋势及其他事项

Q
(幻灯片第11页)电子领域第一季度的销售额有所增长. 什么样的产品销量增加了? 你能从第二季度开始持续扩大销售吗?
A

Sales of products highlighted under the new Medium-term Management Plan such as heat release materials for 5G base stations, 半导体加工材料和其他非lcd相关产品正在增加. 考虑到各种因素, 包括5G的普及和内存需求的上升, 新的应用程序正在增加. 十大赌博娱乐平台预计这一趋势将持续到第二季度及以后.

  • *HPP公司:高性能塑料公司
Q
(演示幻灯片第11页)电子领域第一季度的销售额有所增长. 那么,为什么预计第二季度的销售会出现负增长呢?
A

Sales in the 2Q of last year were relatively strong due many to substantial shipments of new smartphone products. 十大赌博娱乐平台预计今年第二季度将出现一定程度的调整, 配合今年第一季度部分产品库存的积累, 因为人们担心新冠病毒的传播会对供应链造成损害. 然而, 即使考虑到这些情况, 预计第二季度的销售额将超过第一季度的水平, 相信电子领域的趋势是稳定的.

Q
(Page 11 of the presentation slides) Sales of non-LCD-related products expanded substantially in the 1Q compared with the 4Q of FY2019. 预计第二季度的销售额也将大幅增长. 什么产品增长最快?
A

Heat release materials for 5G base stations and other applications are exhibiting the most growth.

Q
(Page 11 of the presentation slides) Do you expect sales of heat release materials to increase further from the 2H? 特别是,中国的需求预计将在下一个财政年度迅速扩大. 在这个事件中, 你有信心确保公司产品按比例增长的能力吗?
A

十大赌博娱乐平台相信是这样.

Q
(Pages 4 and 11 of the presentation slides) How were monthly shipments trends for the April to June quarter in the 流动性 as well as Building and Infrastructure fields? 此外,第二季度可能会发生什么?
A

汽车中间层薄膜在移动领域的趋势在4月份触底, 6月缓慢恢复. We expect to see a gradual recovery in the 2Q in line with trends in automobile production depicted on page 4 of the presentation materials. 与此同时, 印度实施封锁, 支柱市场, had a substantial impact on CPVC in the Building and Infrastructure field where demand was sluggish throughout the April to June quarter. 此外, we are not expecting a marked recovery in the 2Q for fire-resistant materials mainly in 日本 due to the significant impact of stoppages and the postponement of construction work.

Q
(Page 11 of the presentation slides) What are your thoughts on the recovery in demand for automotive interlayer films in the 流动性 field?
A

情况因地区而异. 虽然需求的恢复比本时期开始时预期的要慢, 与全球第一季度相比,十大赌博娱乐平台预计第二季度将有所改善.

Q
(Page 11 of the presentation slides) While the sales composition of high-performance interlayer films is projected to exceed plans at the beginning of the period, 什么产品卖得好?
A

Demand is firm for products that contribute to the conservation of energy and safety including heat shielding interlayer films and interlayer films for head-up display use.

Q
(Page 11 of the presentation slides) Which regions have seen firm growth in high-performance interlayer film sales?
A

北美和中国的市场状况并没有像第一季度预期的那样恶化. 新车型也推出了产品.

Q
(Pages 10 and 11 of the presentation slides) How were SEKISUI AEROSPACE CORPORATION's results in the 1Q? 第二季度的业绩是否会有所改善?
A

如演示幻灯片第10页所示, the consolidated-basis change data for 1Q results and 2Q forecasts are attributable almost entirely to SEKISUI AEROSPACE CORPORATION. Our understanding is that it will take a considerable amount of time for aircraft demand to recover. We will look to improve earnings by transforming our product portfolio targeting such areas as medical devices and promote structural reform.

关于房屋秩序的趋势和其他事项

Q
(Page 12 of the presentation slides) Are you seeing a change in the housing market environment compared with conditions prior to the spread of COVID-19, 例如, an increase in demand for detached houses in the suburbs as opposed to urban areas as a result of such factors as the growing incidence of telecommuting?
A

虽然目前还无法确定一个明确的趋势, 一方面,城市地区的重建工作举步维艰. 另一方面, 有迹象表明,城市地区对独立式住宅的需求正在增加, 尤其是首次购房者, 在城市分区和现成房屋的坚定订单的支持下.

Q
(Page 12 of the presentation slides) Against the backdrop of a substantial drop in rebuilding mainly in urban areas, 你认为这是客户对郊区独立式住宅偏好的转变吗?
A

在大多数情况下, rebuilding customers require in-depth and face-to-face discussions at exhibitions or personal homes. It has therefore proven difficult to engage in negotiations during April and May when the state of emergency had been declared. 与此形成鲜明对比的是, the specifications for suburban subdivision and ready-built houses are simpler than for rebuilding. 结果是, 在细分市场或在线的基础上进行谈判更容易, 更容易获得订单.

Q
(Page 26 of the presentation sides) While the number of houses sold declined in the 1Q and continues to fall in the 1H, 十大赌博娱乐平台是否可以假设新冠肺炎导致的订单下降是一个因素?
A

The downturn in orders since the pandemic began to spread has led to a decline in the number of houses sold in the 1H.

Q
从收到订单到售出房子的交货时间, can we assume that the decline in orders in the 1Q will largely underpin a downturn in the number of houses sold in the 2H?
A

从下订单到出售的平均时间为4至6个月,具体视物业而定. 第二季度订单是否会按计划恢复, 自第三季度以来,房屋销售数量的降幅应该会收窄. 除了, 扩大商品房销售, 哪些在收到订单后不久被报告为销售.

关于医疗业务的现状

Q
(Page 17 of the presentation slides) What is the status of COVID-19 test kit sales in North America in the Medical Diagnostics Business? 在上半年可能对销售有什么贡献?
A

十大赌博娱乐平台的子公司Veredus Laboratories开发的诊断试剂盒主要在新加坡销售. 作为介绍性产品,十大赌博娱乐平台已开始在北美销售. 与covid -19相关的产品预计将贡献约1.上半年销售额达到1000亿日元.

Q
其他公司也从事新冠肺炎诊断试剂的开发和销售. 公司产品的优势是什么?
A

Our product is distinguished by its high diagnostic sensitivity and is ideal for use as a border protection measures at such important locations as international airports.

关于第一季度业绩、上半年业绩预测等事宜

Q
(Pages 8 and 10 of the presentation slides) Substantial cutbacks in fixed costs are forecast in the 1H compared with the April plan. HPP公司将削减哪些项目? 与去年同期相比,第二季度的预测降幅小于第一季度. 第二季度是否有进一步削减的空间?
A

鉴于宣布进入紧急状态和实施封锁, 没有进行某些行动. 在第一季度,在家工作成为主流. 就一季度和二季度的固定成本而言, the amount of reduction and balance between each quarter are impacted by changes in inventory levels. Each quarter comes out to around the same level after excluding the effects of changes in inventory. 在HPP公司, 正在采取措施整合日本国内外的作战基地, and to promote structural reforms including the combination and shutdown of manufacturing bases in the foam business in 欧洲 and the U.S. 十大赌博娱乐平台还打算从第二季度开始降低固定成本,推动进一步的结构性改革.

Q
截至6月30日的存货余额, 与截至3月31日的余额相比,2020年已大幅增加, 2020. 哪些项目在增加?
A

增加的主要是待售土地和商品房. 前进, 重点增加商品房和商品房销售. 每年都是如此, 截至第一季度末,在建房屋呈上升趋势.

Q
Is the new town and community development project site the principal component of land for sale in lots inventory?
A

The bulk of land for sale in lots inventory will comprise of small-scale lots for subdivision and ready-built houses as of the end of the fiscal year under review as opposed to project sites.