Presentation Q&A
Last Updated: Aug. 4, 2020
Financial Results for 1Q of FY2020
About trends in HPP demand in the three strategic fields and other matters
销售新中期管理计划中强调的产品,如5G基站散热材料, semiconductor processing materials and other non-LCD-related products are increasing. Taking into consideration a variety of factors, including the spread of 5G and upswing in memory demand, new applications are on the rise. We anticipate this trend will continue into the 2Q and beyond.
- *HPP Company:High Performance Plastics Company
去年第二季度的销售相对强劲,这在很大程度上归功于新款智能手机产品的大量出货. We anticipate a certain level of correction will emerge in the 2Q of this year, in line with the build-up of certain product inventories in the 1Q of this year, on the back of concerns about damage to the supply chain due to the spread of COVID-19. However, even after taking into consideration these circumstances, sales in the 2Q are forecast to exceed 1Q levels, and believe that trends in the Electronics field are steady.
5G基站和其他应用的放热材料增长最快.
We believe so.
Automotive interlayer film trends in the Mobility field bottomed out in April, recovering slowly over June. 十大赌博娱乐平台预计第二季度将逐步复苏,与演示材料第4页所描述的汽车生产趋势一致. Meanwhile, lockdowns in India, a mainstay market, 对建筑和基础设施领域的CPVC产生了重大影响,该领域的需求在整个4月至6月季度都很低迷. Moreover, 由于停工和建筑工程延期的重大影响,十大赌博娱乐平台预计耐火材料在第二季度不会出现明显复苏,主要是在日本.
The situation differs from region to region. While the recovery in demand is slower than anticipated at the beginning of the period, we are looking at an improvement in the 2Q compared with the 1Q worldwide.
对有助于节约能源和安全的产品的需求是坚定的,包括用于平视显示器的热屏蔽层间膜和层间膜.
Market conditions in North America and China did not deteriorate as much as projected in the 1Q. Products were also picked up by new models.
About trends in housing order and other matters
While unable at this stage to identify a clearly defined trend, on the one hand rebuilding in urban areas is struggling. On the other hand, there are signs that demand for detached houses is increasing in urban areas, especially among first buyers, on the back of firm orders for urban subdivision and ready-built houses.
In the majority of cases, 重建客户需要在展览或个人家中进行深入和面对面的讨论. 因此,事实证明,在宣布紧急状态的4月和5月期间很难进行谈判. In contrast, 郊区小区和现成房屋的规格比重建的简单. As a result, it has been easier to negotiate on a subdivision or online basis, making it easier to secure orders.
自疫情开始蔓延以来,订单量下降导致上半年房屋销量下降.
The average lead time from order to sale is four to six months depending on the property. Should 2Q orders recover as planned, the decline in the number of houses sold from the 3Q should narrow. In addition, we will work to expand sales of ready-built houses, which are reported as sales shortly after orders are received.
About the status of the Medical Business
Diagnostics kits developed by our subsidiary, Veredus Laboratories, is mainly sold in Singapore. We have initiated sales in North America as an introductory product. COVID-19-related products are projected to contribute around 1.0 billion yen to 1H sales.
十大赌博娱乐平台的产品以其高诊断灵敏度而闻名,是在国际机场等重要地点作为边境保护措施的理想选择.
About 1Q results, 1H results forecasts, and other matters
In light of the declaration of a state of emergency and the implementation lockdowns, certain operations were not undertaken. Working from home became mainstream in the 1Q. As far as fixed costs in the 1Q and 2Q are concerned, 每个季度之间的减少量和余额受到库存水平变化的影响. 在排除库存变化的影响后,每个季度的数据都大致相同. In the HPP Company, steps are being taken to integrate operating bases inside and outside Japan, 并推动结构性改革,包括合并和关闭欧洲和美国的泡沫行业制造基地.S. We intend to also reduce fixed costs and promote further structural reforms from the 2Q.
The increase is mainly in land for sale in lots and ready-built houses. Moving forward, we will place considerable weight on increasing sales of subdivision and ready-built houses. As is the case in every year, housing work in progress under construction is trending upward as of the end of 1Q.
截至本财政年度末,出售土地的大部分将是用于再分割的小型土地和现成住宅,而不是项目用地.