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ンアイは国内豆乳市場で２位の地位を持ち、大豆の飲料と発酵食品を主力とする食品メーカーである。","evidence_url":"/jp-stock/ai-analysis/?t=2551","updated_at":"2026-11-01T22:46:01+00:00"},{"ticker":"2602","asset_id":"fut_soybean","name":"日清オイリオグループ","kind":"text_candidate","direction":"未確認","evidence":"稼ぎの源は、輸入した大豆・菜種・パームなどを搾って油にし、売ることだ。","evidence_url":"/jp-stock/ai-analysis/?t=2602","updated_at":"2026-11-01T22:46:01+00:00"},{"ticker":"2607","asset_id":"fut_soybean","name":"不二製油","kind":"text_candidate","direction":"未確認","evidence":"不二製油は、パーム油・シア脂・ひまわり油・大豆・カカオ豆などの原料を加工し、食品メーカーに素材として売る会社だ。","evidence_url":"/jp-stock/ai-analysis/?t=2607","updated_at":"2026-11-01T22:46:01+00:00"},{"ticker":"2613","asset_id":"fut_soybean","name":"株式会社Ｊ－オイルミルズ","kind":"text_candidate","direction":"未確認","evidence":"大豆や菜種を搾り、外食や食品メーカー向けの業務用の油と、家庭用の油を売っている。","evidence_url":"/jp-stock/ai-analysis/?t=2613","updated_at":"2026-11-01T22:46:01+00:00"},{"ticker":"2801","asset_id":"fut_soybean","name":"キッコーマン","kind":"text_candidate","direction":"未確認","evidence":"前は値上げ疲れ・PB シフトを理由に物価より抑えていた（10 年 1.20 倍）が、国内しょうゆはキッコーマンが約 3 割の首位で、2022〜25 年の値上げも数量を大きく落とさずに通っており、原材料（大豆・小麦）と人件費が物価並みに上がる中で価格だけ抑えると利益率は保てない（利益率を据え置いたのと矛盾する）ため、中立は物価並み（10 年 1.34 倍）に直した。","evidence_url":"/jp-stock/ai-analysis/?t=2801","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"2806","asset_id":"fut_soybean","name":"ユタカフーズ","kind":"text_candidate","direction":"未確認","evidence":"調味料の原料（大豆、小麦、食塩、油脂）は価格が上がりやすく、値上げの転嫁は顧客との交渉で決まる。","evidence_url":"/jp-stock/ai-analysis/?t=2806","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"2810","asset_id":"fut_soybean","name":"ハウス食品グループ本社","kind":"text_candidate","direction":"未確認","evidence":"大豆系の事業は 2028 年 3 月期の黒字化が撤退の条件に置かれている。","evidence_url":"/jp-stock/ai-analysis/?t=2810","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"2815","asset_id":"fut_soybean","name":"アリアケジャパン","kind":"text_candidate","direction":"未確認","evidence":"大豆を原料にした植物性の製品、レトルト、ラーメンスープを作る計画だ。","evidence_url":"/jp-stock/ai-analysis/?t=2815","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"2816","asset_id":"fut_soybean","name":"ダイショー","kind":"text_candidate","direction":"未確認","evidence":"原料（食塩・糖類・食用油・香辛料・大豆）は為替と市況で動き、2026年に入って値上げが相次いだ。","evidence_url":"/jp-stock/ai-analysis/?t=2816","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"2820","asset_id":"fut_soybean","name":"やまみ","kind":"text_candidate","direction":"未確認","evidence":"ただ、この改善は国産大豆への切り替えと工場のロス率の低下に支えられたもので、10年先まで伸ばし続けられる水準とは考えにくい。","evidence_url":"/jp-stock/ai-analysis/?t=2820","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"2908","asset_id":"fut_soybean","name":"フジッコ","kind":"text_candidate","direction":"未確認","evidence":"原料の昆布と大豆が上がり、値上げが追いつかなかった。","evidence_url":"/jp-stock/ai-analysis/?t=2908","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"2911","asset_id":"fut_soybean","name":"旭松食品","kind":"text_candidate","direction":"未確認","evidence":"原料の大豆は米国や中国から輸入し、長野県南部の天竜・高森・飯田・伊那の工場で作る。","evidence_url":"/jp-stock/ai-analysis/?t=2911","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"2926","asset_id":"fut_soybean","name":"篠崎屋","kind":"text_candidate","direction":"未確認","evidence":"設備を持たない分だけ身軽だが、原料の大豆や包材、工場の人件費が上がれば、その値上げを受け入れるしかない。","evidence_url":"/jp-stock/ai-analysis/?t=2926","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"4404","asset_id":"fut_soybean","name":"ミヨシ油脂","kind":"text_candidate","direction":"未確認","evidence":"パーム油、大豆油、菜種油、動物油脂の相場が上がると、価格に転嫁するまで数か月から1年の遅れが出る。","evidence_url":"/jp-stock/ai-analysis/?t=4404","updated_at":"2026-11-01T22:46:06+00:00"},{"ticker":"4996","asset_id":"fut_soybean","name":"クミアイ化学工業","kind":"text_candidate","direction":"未確認","evidence":"大豆やトウモロコシ、麦の畑で使われ、売上は今期予想で約670億円。","evidence_url":"/jp-stock/ai-analysis/?t=4996","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"7621","asset_id":"fut_soybean","name":"うかい","kind":"text_candidate","direction":"未確認","evidence":"国産大豆、和牛、輸入の食材は、円安で上がりやすい。","evidence_url":"/jp-stock/ai-analysis/?t=7621","updated_at":"2026-11-01T22:46:13+00:00"}],"exposure_count":26},"macro":{"version":"jp-coking-cif-relative-20261027-r1","as_of":"2026-10-27","target_date":"2036-10-25","jp_cpi":0.03,"jp_short_rate":0.02,"jp_long_rate":0.03,"usd_jpy_terminal":150,"basis":"日本CPI3%、短期2%、長期3%、2036年ドル円150円。"}}