Presentation Q&A
Last Updated: Feb. 5, 2024
Presentation of Financial Results for the 3Q of FY2023
About the HPP Company
- *HPP Company: High Performance Plastics Company
(Kamiwaki) In the 3Q, 液晶领域的磁带和微粒产品受到电视大面板需求疲软的影响. 除了, 非lcd领域的半导体加工材料也因半导体市场恢复迟缓而不景气.
第四季度半导体市场状况预计将逐步恢复, with demand for MLCCs also on a recovery trend. For products such as our bio-based tape and Selfa®, in addition to a recovery in market conditions, we also expect to capture new demand and develop new business.
(Kamiwaki) Along with interlayer films for HUDs, 主要用于电动汽车的隔热中间层薄膜的销售也很强劲. 高性能产品正在推动整体销售,十大赌博娱乐平台预计第四季度将继续保持这种势头.
About the 住房 Company
(Kamiwaki)十大赌博娱乐平台将根据每个地区的特点和购买力,加强细致的产品推出, for example, 农村是平房,城市是三层房.
(Kamiwaki) In particular, 十大赌博娱乐平台已经开始在一些工厂集中生产木结构房屋, for which orders are decreasing. Optimization of the production system is progressing as planned.
虽然飙升的钢铁和木材价格已经回落, 其他各种住房材料的价格也在继续上涨. We will keep a close eye on the risks, 包括由于日本所谓的“2024问题”(卡车司机短缺)导致的配送成本上升的风险。.
(Kamiwaki) Yes. In urban areas, especially in the Tokyo metropolitan area, 十大赌博娱乐平台正在以高于平均单价的价格接到三层住宅和公寓的订单.
About the UIEP Company
- *UIEP Company: Urban Infrastructure & Environmental 产品 Company
在2024财年大选之前,印度的公共工程项目被推迟. This has caused a drop in demand but is seen as only temporary. 尽管由于CPVC业务是UIEP业务中相对高利润的业务,因此会受到影响, 十大赌博娱乐平台相信,任何影响都可以由公司内部的其他业务完全弥补. As such, the outlook for the 2H is in line with the October plan.
About the Medical Business
(Kamiwaki) The launch of COVID-19 test kits in the U.S. had little effect in the 1H due to delays in FDA approval. Shipments began in August 2023 after approval was obtained, 但一家主要分销商遭到网络攻击,导致配送中断, putting a hold on sales promotion. 该问题已在第三季度得到解决,公司预计将在第四季度恢复销售.
其他人
本财年的平均工资涨幅略高于4%. 十大赌博娱乐平台已经开始考虑如何在下一个财政年度及以后保持相同或更高的水平.