表示问&A

最后更新日期:11月. 1, 2021

(2021年10月28日)

Presentation of Financial Results Progress under Management Plan for 2021财年第二季度

About SEKISUI AEROSPACE CORPORATION

Q
娱乐大发澳门赌博平台正在努力减少对飞机应用领域的依赖 and to diversify its revenue sources. What is your thoughts on a recovery in aircraft demand?
A

十大赌博娱乐平台认识到专门用于国际飞行的飞机的生产条件, 十大赌博娱乐平台的主要客户群, will remain difficult for some time, and are looking at a recovery around 2024.

Q
公司的政策是在2020年至2026年期间大幅减少飞机应用产品的百分比. What are your thoughts on profit margins?
A

十大赌博娱乐平台相信,十大赌博娱乐平台可以在发动机和医疗市场保持同样的利润率, where we are promoting other applications, 就像十大赌博娱乐平台在飞机市场上做的那样.

Q
你预计SEKISUI宇航公司什么时候能在营业收入的基础上恢复盈利?
A

While this will depend on trends in aircraft demand, especially for international flights, 十大赌博娱乐平台正在进行管理改革,目标是在2024财年恢复盈利.

Q
Is there any further impairment as a result of this latest impairment?
A

结果是 of this latest impairment, the remaining balance of goodwill stands at approximately ¥2 billion. There will be no further loss on impairment in the future.

关于HPP的前景

Q
看看电子领域, what are your thoughts on conditions in each of the liquid crystal and Non-LCD fields?
A

与行业共识相比,十大赌博娱乐平台对液晶市场状况持相对保守的看法, which is looking at market conditions to remain roughly the same as the previous year. 在Non-LCD领域, 首先, there is strong demand for products used in the production process of semiconductors, which has grown substantially compared with the previous year. While demand for products used in equipment that utilize semiconductors, such as base stations and data centers, 有点弱, we believe that overall demand will grow, 特别是在非液晶领域.

  • *HPP Company:High Performance Plastics Company
Q
汽车中间层薄膜的销量预计将从第三季度开始在移动领域回归. What are your thoughts on such factors as cutbacks in automobile production?
A

We anticipate overall demand will remain sluggish until the middle of the 3Q. 然而, 豪华轿车的生产, where the usage ratio of our high-performance interlayer films is high, is trending at existing levels to a certain extent. 结果是, 与标准薄膜相比,高性能层间膜的低迷并不像汽车产量的整体下降那么显著. We believe that this trend will continue in the future.

Q
Raw material costs for automotive interlayer films are also rising. Is an increase in product prices possible?
A

十大赌博娱乐平台在今年6月宣布涨价,部分客户理解并接受了. We will continue to negotiate in a careful and persistent manner.

Q
As far as the Company’s assumptions are concerned, naphtha and other raw materials are showing a further upswing of late. 在本报告所述期间,如果原材料成本的增长超出预期,商业环境是否有利于通过产品价格的上涨和产品组合的改善来抵消这种上升?
A

We will continue to focus on increasing selling prices, cost reductions including productivity improvements, and to control fixed costs in a bid to hedge against hikes in raw material costs.

Q
移动领域的销售额已从最初计划(4月)的58日元向上修正.40亿美元兑63日元.90亿年. While the forecast number of automobiles manufactured has been lowered, sales plans for the 流动性 field have been revised upward. Is there any change in such factors as market share?
A

在外汇汇率波动和日元贬值的额外影响之外, we are expanding sales volumes in the 流动性 field in excess of plans, mainly in the area of high-performance interlayer films. 这还包括诸如印度模塑产品业务市场条件复苏等因素. 另一个因素是,由于市场份额的上升,销售额确实有所增加.

Q
原材料和燃料的高成本在建筑和基础设施领域也很重要. 在调整产品价格的过程中,你们是否能够保持并提高盈利能力?
A

在建筑和基础设施领域,销售价格正在改善. 全球 demand is particularly strong for CPVC. 在房地产市场强劲等因素的背景下,十大赌博娱乐平台还将继续改善日本建筑材料的销售价格.

关于房屋公司

Q
How did the number of 1H new houses sold in the 住房 Business compare with plans?
A

计划要求到7月为止,新房销售量要比去年同期增加290套. Thereafter, the increase came in at 170. 这主要是由于主要在日本西部的长期降雨和COVID-19的影响导致120所房屋的建设延迟.

Q
Looking at the 住房 and Renovation businesses, 十大赌博娱乐平台了解到,由于半导体短缺,东南亚的房屋和其他设备的生产出现了延误. Are there any problems with procurement and what is the impact on business?
A

Certain products including water heaters and kitchens have experienced a slight impact. 十大赌博娱乐平台正在通过与供应商的讨论和采购替代产品来尽量减少这种影响. 十大赌博娱乐平台将继续与供应商和销售部门密切分享信息,以便在早期阶段识别和解决风险.

Q
您如何考虑政府解除紧急状态的积极影响,以及终止住房贷款减税措施对住房订单的负面影响?
A

While there was a slight rush prior to the termination of housing loan tax measures, activity was less than the period prior to the consumption tax rate hike. 对于2H, 考虑到对延长住房贷款减税等因素的观望态度,十大赌博娱乐平台对第三季度采取了严格的态度, uncertainty surrounding the impact of COVID-19, and a drop in the number of visitors below expectations in the 2Q. 考虑到上述情况,十大赌博娱乐平台将下半年的订单计划从108%修改为106%. 然而, 十大赌博娱乐平台预计第四季度的客户数量将出现温和的整体复苏,包括访客和参加现场参观和网络渠道以外的研讨会的人数. Orders for the full fiscal year are forecast to exceed the initial plan of 108%. Accordingly, we have upwardly revised to 109%.

Q
住房 orders on a single monthly basis were lower in September than a year ago. How accurate is your assumption that orders in the 2H will exceed the previous year?
A

由于去年收到的高水平订单,9月份同比下降. 就2H而言, while the level of orders received in the 3Q of the previous year was high, we expect orders in the 4Q to substantially exceed the previous year. 这在很大程度上反映了受新冠疫情的影响,客户比去年年底大幅减少.

关于UIEP公司

Q
您希望通过提高销售价格来抵消UIEP公司原材料的高成本. How confident are you in achieving this goal and the leadup involved?
A

The impact of increases in raw material costs was felt on two occasions from the 1H. While we were able to offset virtually all of the increase in the first instance, 十大赌博娱乐平台正在采取措施提高产品价格,以应对8月份原材料成本的第二次上涨,并确保早日得出结论. 鉴于报纸上的报道,某些原材料制造商正在考虑大幅提高成本, we will carefully examine all details and then consider an appropriate response.

  • *UIEP Company : Urban Infrastructure & 环保产品公司
Q
UIEP公司的报告表明,先进材料领域用于飞机的PVC片材有适度的复苏. What are the reasons for this recovery?
A

与前一年相比,UIEP公司确实报告了适度的复苏. 然而,与COVID-19之前的水平相比,需求的恢复还不到一半. The UIEP Company’s Sheet Business mainly targets the aircraft interior market. We have seen a partial recovery mainly for domestic flight equipment.