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Last Updated: August 2, 2023

(2023年7月28日)

Presentation of Financial Results for the 1st Quarter of FY2023

About the HPP Company

从第一季度到第二季度，非lcd电子领域的净销售额大幅增长背后的因素是什么? Is this increase in line with initial plans?

这一大幅增长反映了十大赌博娱乐平台的产品在下半年即将发布的智能手机中的使用，以及在库存调整期间疲软一段时间的mlcc粘合剂树脂的逐步复苏. Trends are essentially in line with plans.

*HPP Company：High Performance Plastics Company

从2022财年第四季度到2023财年第一季度，非lcd领域净销售额增长背后的因素是什么?

这在很大程度上是由于十大赌博娱乐平台成功地抓住了新机会，使十大赌博娱乐平台的产品保持了实力, 包括半导体保护膜等加工材料.

您对各地区高性能层间膜的销售趋势有何看法?

(Okano) Trends in 日本 and 欧洲 are up YoY. In contrast, sales in 中国 fell YoY, for a total decline of 2% in the 1Q. While anticipating a recovery in the 2Q, we expect YoY sales in 中国 will remain weak compared with other regions.

[演示材料P11]移动领域的净销售额预计将从第一季度到第二季度显著增长. What are the principal details?

净销售额的预测上升是由于产品组合的改善，这是由于高性能夹层薄膜(如HUD薄膜)和其他用途的比例增加，以及中国市场状况的复苏.

波音的生产率正在提高，而且似乎比计划略快. Will this help push up SEKISUI AEROSPACE CORPORATION’s results?

(上城)对SEKISUI AEROSPACE CORPORATION的业务有重大影响的型号的生产率正在提高. 另一方面，这就有必要建立一个适当的生产结构. 目前正在采取准备步骤，以便在南苏丹建立一个生产结构努力创造与下半年产量增长相称的收益.

Heat release material shipments will commence from the 2Q. When can we expect to see the effects?

(Kamiwaki)由于电动汽车需求的增加，预计散热材料的销售将继续扩大. 考虑到北美新工厂的顺利启动, the effects are projected to emerge from the 2H.

[演讲材料PP10-11]《娱乐大发澳门赌博平台》，第4期.0 billion of the ¥4.7 YoY 1H forecast decline attributable to “Sales Volume & Product Mix” is associated with the “Industrial” field. What are the factors behind the substantial decline in operating profit?

: (Kamiwaki) 泡沫 materials, plastic materials made from foamed PE or PP, are used across a wide range of fields, including construction materials, tape base materials, and electronics materials. While these underpin earnings in the Industrial field, operating profit was significantly impacted by the downturn in demand particularly for general-purpose foam materials in 欧洲.

About the 住房 Company

[演示材料P4]展会参观人数大幅下降(第一季度同比下降85%)，第二季度回升至99%，背后的因素是什么?

(Kamiwaki)我认为，由于通货膨胀的影响，第一季度消费者对购房采取了观望态度. 今年第二季度，自6月黄金周假期以来，游客数量有所增加. Should this pace continue, 我预计参观人数会回到与去年同期大致相同的水平, which was not all that large.

虽然第一季度的收益有所增加，但成功地平衡了销售和降低了固定成本, looking at the 1H, 由于售出的房屋数量减少，预计利润会减少. How should we look at operating profit for the full year?

房价上涨在一定程度上抵消了房屋销售数量下降的影响. 政府还在努力提高盈利能力，以弥补整个财政年度房屋销售数量的下降.

【娱乐大发澳门赌博平台】您能提供房屋公司加强盈利能力的具体措施吗?

(神和)十大赌博娱乐平台正在把人员从房屋业务的间接部门转移到装修业务和房地产经纪等股票业务, where trends remain firm. 考虑到每个地区的订单量和产量等因素, 十大赌博娱乐平台还将优化全国8家工厂的生产结构.

其他细分市场边际利润增长背后的因素是什么?

(Kamiwaki) The Other segment is largely comprised of two businesses. One is the Real Estate Business, including rental apartment management and real estate brokering, which provide a relatively stable earnings base for generating profit. 另一个是城镇和社区发展业务，它正在参展 steady business growth. In addition to the Renovation Business, 与去年相比，这两项业务共同推动了增长.

About the UIEP Company

在房屋和其他业务需求疲软的情况下，你们能否保持管道系统领域的利润率?

(Kamiwaki) Despite the slight weakness in demand, 十大赌博娱乐平台相信，十大赌博娱乐平台将能够按照计划保持上半年的利润率. While raw materials have exhibited a slight decline since the 2H, 十大赌博娱乐平台有信心在原材料和销售价格之间保持足够的利润. Coupled with mprovements in the product mix, including growth in high-value-added prioritized product sales, we will maintain marginal profits.

*UIEP Company : Urban Infrastructure & Environmental 产品 Company

About Corporate Expenses and Other

外汇收益占第一季度普通利润的很大一部分. What are your reasons for not upwardly revising ordinary profit for the 1H?

(Nishida) After posting foreign exchange gains in the 1Q, we expect to incur foreign exchange losses in the 2Q. 非经营性外汇损益是根据日元价值回归升值趋势的风险来计算的, unchanged from the end of March.

由于在审查的财政年度内努力加强整个集团的发展活动，预计其他和消除的经营损失将同比增加. 集团的发展活动是否按计划顺利进行?

(Kamiwaki) Development activities are progressing smoothly. Activities focus especially around bio refinery and perovskite solar cells. We are also promoting several other themes.