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最后更新日期:10月. 31, 2022

(2022年10月27日)

介绍2022财年第二季度管理计划下的财务业绩进展情况

About the HPP Company

Q
预计智能手机、半导体等相关市场的情况将持续恶化. Against this backdrop, 您预测电子行业从第三季度开始复苏的背景和因素是什么?
A

(Shimizu) Despite the greater-than-expected decline in the 2Q, signs of a gradual recovery have begun to emerge over the end of October. 十大赌博娱乐平台对第三季度市场状况的展望并不是基于乐观的态度. In formulating forecasts, 由于外汇汇率的波动,十大赌博娱乐平台已经把销售额的增长考虑在内. 一个积极的因素,尽管困难的市场条件的幽灵是热释放材料和磁带等产品在非液晶领域的新应用.

Q
而第三季度的汽车产量预计将与去年持平, your forecast for the 4Q is year-on-year growth. What is your outlook for trends in interlayer films?
A

(Shimizu) Automotive interlayer film sales struggled significantly in the 1Q. Following a recovery from the 2Q, overall growth from the 3Q is projected to exceed the previous year. 预计第三季度和第四季度的高性能层间膜销量同比增幅分别为113%和109%. 十大赌博娱乐平台还考虑到HUD薄膜在整个财政年度的销量同比增长超过115%.

Q
Will soaring LNG prices impact the HPP Company’s business in 欧洲? LNG价格趋势是否也会影响hud夹层膜的盈利能力?
A

(Shimizu) Mainly interlayer films in 欧洲 will be affected by higher costs. From a customer perspective, we have revised prices. We anticipate the effects will largely emerge in the 4Q.

  • *HPP Company:High Performance Plastics Company
Q
就飞机相关业务而言,美国的飞机制造商.S. have lowered their supply forecasts for certain products. 这是否会对SEKISUI AEROSPACE CORPORATION (HPP Company)或SEKISUI KYDEX LLC产生影响. (UIEP公司)?
A

(加藤)从一开始就仔细观察飞机制造商的生产率, SEKISUI AEROSPACE CORPORATION显示出下半年适度复苏的迹象. Taking also into account the recovery from COVID-19, SEKISUI KYDEX LLC正在经历对座椅靠背更换需求的逐步回归,这不仅限于特定的飞机型号. From the 2H, both companies will fall under the control of the HPP Company. 通过在美国的综合运营产生协同效应的计划已经到位.S. aircraft field, and to further increase the pace of improvement.

  • *UIEP Company: Urban Infrastructure & Environmental 产品 Company
Q
你能告诉十大赌博娱乐平台印度目前在建筑和基础设施领域对CPVC的需求吗?
A

从整体来看,印度对CPVC的需求总体上是强劲的.

About the 住房 Company

Q
你认为第二季度新屋订单低于计划的原因是什么?
A

(Kamiyoshi)虽然与去年第一季度基本持平, 由于COVID-19的快速传播,第二季度新屋订单同比增长90%,上半年同比增长95%. 这在很大程度上是由于游客数量下降,以及由于大流行病在客户和公司之间的传播,十大赌博娱乐平台的业务活动放缓. 十大赌博娱乐平台看到,由于商业环境的不确定性和观望态度的增强,客户信心有所下降.

Q
How do you view new housing orders recovering in the 2H?
A

由于抵押贷款扣除计划,到2021年11月,现成房屋的订单强劲. As the mortgage deduction extension period came to an end, 然而, activity was negatively impacted by corrections in the market. 订单进一步受到各种其他因素的冲击,包括COVID-19的持续传播和自然灾害的影响. On a year-on-year comparative basis therefore, we believe that bar will be low, especially from the end of the year.

Q
How will the inclusion of Tochigi Sekisuiheim Inc. 在本公司的合并影响范围的结果在审查的财政年度? What synergies will you use to improve the operating profit margin, which is low compared with the 住房 business as a whole?
A

本财年的销售额预计将增长4%.8 billion owing to the inclusion of Tochigi Sekisuiheim Inc. in the scope of the Company’s consolidation as a subsidiary. This has been reflected in the revised plan. Operating profit, on the other hand, is expected to be largely unaffected. As far as forecasts for orders are concerned, 权益法关联公司的出资最初被纳入公司的整体计划. Turning to the impact on FY2023 results, sales and profit are projected to increase around ¥10 billion and ¥0.4 billion, respectively. 展望未来, 公司整体将积极投入资源,进一步提高利润率.

Q
贵公司是否计划将其他权益法销售公司作为子公司纳入本公司的合并范围?
A

(Kamiyoshi) There are no plans at this time.

About the UIEP Company

Q
哪些产品的销售价格和原材料成本之间的差距有所改善? Will these same products contribute in the 2H?
A

(平井一夫)建筑中使用的管道和接头销售价格的提高是主要原因. This trend is expected to continue in the 2H.

Q
十大赌博娱乐平台假设这些数字是基于原材料价格居高不下的情况下得出的,对吗?
A

(Hirai) That assumption is factored into plans.

About Returns to Shareholders and 其他人

Q
而由于外汇收益等因素的暂时影响,经常利润有所增加, actual earnings including operating profit remain unchanged. Despite these circumstances, 公司大胆决定增加股息的背景和动机是什么?
A

(Kato) Under the current and first Medium-term Plan of our 长期愿景, 十大赌博娱乐平台向股东承诺,十大赌博娱乐平台将追求35%或更高的股息支付率. 在此基础上, 即使十大赌博娱乐平台的经营业绩受到临时事件的影响,十大赌博娱乐平台也会按照承诺增加股息.

About the Acquisition of Treasury Stock

Q
What are your thoughts on the acquisition of treasury shares?
A

(Kato) The Company has recently undertaken the acquisition of roughly 5,000,000 to 8,000,000 treasury shares each year. Rather than set a fixed target in stone, we have adopted a flexible, but proactive approach based on our cash position and share price. In light of our current cash position and share price, we have set an additional treasury share acquisition limit of 7,000,000 in this instance. 十大赌博娱乐平台相信,这体现了公司在提升企业价值的同时,积极为股东提供回报的承诺.

Q
公司的业绩在多大程度上受到当前外汇汇率趋势的影响?
A

就公司业绩受外汇汇率影响的程度而言, 日元对美元和欧元每贬值1日元,每年将增加约6亿日元的营业利润. Most of this is due to the dollar.