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は、海上で原油やガスをくみ上げ、油とガスと水を分け、貯蔵してタンカーへ積み出す船型の設備だ。","evidence_url":"/jp-stock/ai-analysis/?t=6269","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6272","asset_id":"fut_wti","name":"レオン自動機","kind":"text_candidate","direction":"未確認","evidence":"中東情勢で、原油由来の樹脂部品や塗料などの調達が難しくなっている。","evidence_url":"/jp-stock/ai-analysis/?t=6272","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6277","asset_id":"fut_wti","name":"ホソカワミクロン","kind":"text_candidate","direction":"未確認","evidence":"景気と原油価格に敏感で、顧客の投資が冷えると受注がすぐ減る。","evidence_url":"/jp-stock/ai-analysis/?t=6277","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6316","asset_id":"fut_wti","name":"丸山製作所","kind":"text_candidate","direction":"未確認","evidence":"ただし、シェールは原油価格に左右される。","evidence_url":"/jp-stock/ai-analysis/?t=6316","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6369","asset_id":"fut_wti","name":"トーヨーカネツ","kind":"text_candidate","direction":"未確認","evidence":"原油・LNG・LPGなどの貯蔵タンクを世界で5,700基以上納めてきた。","evidence_url":"/jp-stock/ai-analysis/?t=6369","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"7131","asset_id":"fut_wti","name":"のむら産業","kind":"text_candidate","direction":"未確認","evidence":"袋の原料は樹脂と紙で、値段は原油と為替で動く。","evidence_url":"/jp-stock/ai-analysis/?t=7131","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7177","asset_id":"fut_wti","name":"ＧＭＯフィナンシャルホールディングス","kind":"text_candidate","direction":"未確認","evidence":"金・銀・原油・株価指数などを証拠金で売買する差金決済取引で、国内取引高は12年連続で首位に立つ。","evidence_url":"/jp-stock/ai-analysis/?t=7177","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7284","asset_id":"fut_wti","name":"盟和産業","kind":"text_candidate","direction":"未確認","evidence":"原料の樹脂は原油に連動する。","evidence_url":"/jp-stock/ai-analysis/?t=7284","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7375","asset_id":"fut_wti","name":"リファインバースグループ","kind":"text_candidate","direction":"未確認","evidence":"原油価格が下落し、バージン樹脂が安くなれば、再生樹脂の価格競争力は低下する。","evidence_url":"/jp-stock/ai-analysis/?t=7375","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7441","asset_id":"fut_wti","name":"Misumi","kind":"text_candidate","direction":"未確認","evidence":"値段を決めるのは元売りと原油で、自社の値決め力は小さい。","evidence_url":"/jp-stock/ai-analysis/?t=7441","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7477","asset_id":"fut_wti","name":"ムラキ","kind":"text_candidate","direction":"未確認","evidence":"原油高と中東情勢","evidence_url":"/jp-stock/ai-analysis/?t=7477","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7486","asset_id":"fut_wti","name":"サンリン","kind":"text_candidate","direction":"未確認","evidence":"値段の側では、仕入れ値は海外の LPG 価格と原油に連動し、物価並みに上がる。","evidence_url":"/jp-stock/ai-analysis/?t=7486","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7515","asset_id":"fut_wti","name":"マルヨシセンター","kind":"text_candidate","direction":"未確認","evidence":"原油高と賃上げの波は一度で終わらず、物価高が続く限り毎年押し寄せる。","evidence_url":"/jp-stock/ai-analysis/?t=7515","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7734","asset_id":"fut_wti","name":"理研計器","kind":"text_candidate","direction":"未確認","evidence":"半導体と船舶は有望、鉄鋼は普通、原油・天然ガスは 2030 年以降の供給不安と脱炭素で長期の成長市場とは言い切れないとする。","evidence_url":"/jp-stock/ai-analysis/?t=7734","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7811","asset_id":"fut_wti","name":"中本パックス","kind":"text_candidate","direction":"未確認","evidence":"原料はポリエチレンやポリプロピレンなど石油由来の樹脂で、原油価格とナフサ、為替に左右される。","evidence_url":"/jp-stock/ai-analysis/?t=7811","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7856","asset_id":"fut_wti","name":"萩原工業","kind":"text_candidate","direction":"未確認","evidence":"原油やナフサの上昇を価格に転嫁できるまで時間がかかる。","evidence_url":"/jp-stock/ai-analysis/?t=7856","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7942","asset_id":"fut_wti","name":"株式会社ジェイエスピー","kind":"text_candidate","direction":"未確認","evidence":"原料は石油由来の樹脂で、原油とナフサの値動きが利益を揺らす。","evidence_url":"/jp-stock/ai-analysis/?t=7942","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7947","asset_id":"fut_wti","name":"株式会社エフピコ","kind":"text_candidate","direction":"未確認","evidence":"原油や為替で値が動くため、価格は原料に合わせて改定する。","evidence_url":"/jp-stock/ai-analysis/?t=7947","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7950","asset_id":"fut_wti","name":"日本デコラックス","kind":"text_candidate","direction":"未確認","evidence":"化粧板は樹脂と紙が原料で、原油価格や円安で原価が上がる。","evidence_url":"/jp-stock/ai-analysis/?t=7950","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7953","asset_id":"fut_wti","name":"菊水化学工業","kind":"text_candidate","direction":"未確認","evidence":"原料の樹脂は原油の値段で動き、2026年は中東の情勢で供給が不安になり、受注を絞る場面もあった。","evidence_url":"/jp-stock/ai-analysis/?t=7953","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7957","asset_id":"fut_wti","name":"フジコピアン","kind":"text_candidate","direction":"未確認","evidence":"原料の樹脂と基材のフィルムは原油の値段に振られ、転嫁が遅れると利益がすぐ消える。","evidence_url":"/jp-stock/ai-analysis/?t=7957","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"8031","asset_id":"fut_wti","name":"三井物産","kind":"text_candidate","direction":"未確認","evidence":"鉄鉱石・LNG・原油など資源比率の高さが強みと弱みを増幅する。","evidence_url":"/jp-stock/ai-analysis/?t=8031","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8078","asset_id":"fut_wti","name":"阪和興業","kind":"text_candidate","direction":"未確認","evidence":"ただ、燃料や原油の値動きに利益が左右される。","evidence_url":"/jp-stock/ai-analysis/?t=8078","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8101","asset_id":"fut_wti","name":"GSIクレオス","kind":"text_candidate","direction":"未確認","evidence":"為替と原油価格","evidence_url":"/jp-stock/ai-analysis/?t=8101","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8133","asset_id":"fut_wti","name":"伊藤忠エネクス","kind":"text_candidate","direction":"未確認","evidence":"これは、利益が景気や原油価格で振れにくい作りを示す。","evidence_url":"/jp-stock/ai-analysis/?t=8133","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8844","asset_id":"fut_wti","name":"コスモスイニシア","kind":"text_candidate","direction":"未確認","evidence":"中東情勢の緊迫による原油高と資材高も、工期と原価の不確実性を高めている。","evidence_url":"/jp-stock/ai-analysis/?t=8844","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9059","asset_id":"fut_wti","name":"カンダホールディングス","kind":"text_candidate","direction":"未確認","evidence":"燃料費はこの間の原油高で上がり、車両の価格も上昇する。","evidence_url":"/jp-stock/ai-analysis/?t=9059","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9069","asset_id":"fut_wti","name":"センコーグループホールディングス","kind":"text_candidate","direction":"未確認","evidence":"石油販売は原油価格と価格転嫁の遅れで振れる。","evidence_url":"/jp-stock/ai-analysis/?t=9069","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9101","asset_id":"fut_wti","name":"日本郵船","kind":"text_candidate","direction":"未確認","evidence":"エネルギー事業はタンカー（原油・石油製品）とLNG船の中長期契約を組み合わせ、2025年度後半は中東情勢の緊迫（ホルムズ海峡の事実上の封鎖）でタンカー市況が歴史的高水準になった。","evidence_url":"/jp-stock/ai-analysis/?t=9101","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9104","asset_id":"fut_wti","name":"商船三井","kind":"text_candidate","direction":"未確認","evidence":"原油・石油製品タンカー（スポット市況中心）と、国営エネルギー会社との15〜20年長期契約が中心のLNG・LPG（VLEC）船。","evidence_url":"/jp-stock/ai-analysis/?t=9104","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9107","asset_id":"fut_wti","name":"川崎汽船","kind":"text_candidate","direction":"未確認","evidence":"エネルギー資源はLNG船の中長期契約が中心で、原油・石油製品タンカー、電力事業、FPSO等の海洋事業も含み、2026年3月期は前期比96.9%増の96億円まで改善した。","evidence_url":"/jp-stock/ai-analysis/?t=9107","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9119","asset_id":"fut_wti","name":"飯野海運","kind":"text_candidate","direction":"未確認","evidence":"飯野海運は、石油化学品を運ぶケミカルタンカーを主力に、大型原油船、LPG・エタンのガス船、ドライバルク船を持つ中堅の海運会社だ。","evidence_url":"/jp-stock/ai-analysis/?t=9119","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9130","asset_id":"fut_wti","name":"共栄タンカー","kind":"text_candidate","direction":"未確認","evidence":"共栄タンカーは、大型原油タンカー（VLCC）を持ち、石油会社や海運会社に貸して稼ぐ船主だ。","evidence_url":"/jp-stock/ai-analysis/?t=9130","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9193","asset_id":"fut_wti","name":"東京汽船","kind":"text_candidate","direction":"未確認","evidence":"2025 年に料金を上げてようやく黒字に戻ったが、2027 年 3 月期は中東の混乱で原油タンカーが来なくなり、営業赤字の予想だ。","evidence_url":"/jp-stock/ai-analysis/?t=9193","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9201","asset_id":"fut_wti","name":"日本航空","kind":"text_candidate","direction":"未確認","evidence":"燃料費は原油価格とシンガポールケロシン価格に連動し、2か月ごとに燃油サーチャージが見直される。","evidence_url":"/jp-stock/ai-analysis/?t=9201","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9202","asset_id":"fut_wti","name":"ＡＮＡホールディングス","kind":"text_candidate","direction":"未確認","evidence":"燃料費は原油価格とシンガポールケロシン価格に連動し、2か月ごとに燃油サーチャージが見直される。","evidence_url":"/jp-stock/ai-analysis/?t=9202","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9204","asset_id":"fut_wti","name":"スカイマーク","kind":"text_candidate","direction":"未確認","evidence":"分析上のドル円は150円で固定しているが、実際の為替や原油価格は大きく変動する。","evidence_url":"/jp-stock/ai-analysis/?t=9204","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9206","asset_id":"fut_wti","name":"スターフライヤー","kind":"text_candidate","direction":"未確認","evidence":"燃料はドル建てで、原油の値段で大きく振れる。","evidence_url":"/jp-stock/ai-analysis/?t=9206","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9501","asset_id":"fut_wti","name":"東京電力ホールディングス","kind":"text_candidate","direction":"未確認","evidence":"燃料費調整額とLNG・石炭・原油価格、ドル円の推移","evidence_url":"/jp-stock/ai-analysis/?t=9501","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9503","asset_id":"fut_wti","name":"関西電力","kind":"text_candidate","direction":"未確認","evidence":"価格は燃料費調整制度で原油・LNG・石炭の輸入価格と為替をほぼそのまま反映するため、短期の燃料高は数カ月遅れで価格に乗るが、低圧の規制料金には上限があり調整が追いつかないことがある。","evidence_url":"/jp-stock/ai-analysis/?t=9503","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9504","asset_id":"fut_wti","name":"中国電力","kind":"text_candidate","direction":"未確認","evidence":"電気の売値は燃料費調整制度で原油・LNG・石炭の輸入価格に数か月遅れて連動する。","evidence_url":"/jp-stock/ai-analysis/?t=9504","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9507","asset_id":"fut_wti","name":"四国電力","kind":"text_candidate","direction":"未確認","evidence":"燃料費調整の期ずれ額、石炭・LNG・原油の価格と為替","evidence_url":"/jp-stock/ai-analysis/?t=9507","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9508","asset_id":"fut_wti","name":"九州電力株式会社","kind":"text_candidate","direction":"未確認","evidence":"燃料費調整額とLNG・石炭・原油価格、ドル円の推移","evidence_url":"/jp-stock/ai-analysis/?t=9508","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9509","asset_id":"fut_wti","name":"北海道電力","kind":"text_candidate","direction":"未確認","evidence":"石炭や原油が上がれば数か月遅れで料金に乗るが、規制料金には上限があり、遅れの間は利益がぶれる。","evidence_url":"/jp-stock/ai-analysis/?t=9509","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9511","asset_id":"fut_wti","name":"沖縄電力","kind":"text_candidate","direction":"未確認","evidence":"燃料の輸入価格（石炭・LNG・原油）と為替、燃料費調整の上限","evidence_url":"/jp-stock/ai-analysis/?t=9511","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9533","asset_id":"fut_wti","name":"東邦瓦斯","kind":"text_candidate","direction":"未確認","evidence":"今期（2027年3月期）も、原油100ドル・大幅な円安という前提で、期ずれが差損に傾く見通しだ。","evidence_url":"/jp-stock/ai-analysis/?t=9533","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9536","asset_id":"fut_wti","name":"西部ガスホールディングス","kind":"text_candidate","direction":"未確認","evidence":"2027年3月期の見通しも、原油と為替の前提の見直しで利益の形が変わっている。","evidence_url":"/jp-stock/ai-analysis/?t=9536","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9818","asset_id":"fut_wti","name":"大丸エナウィン","kind":"text_candidate","direction":"未確認","evidence":"値段は輸入価格（CP）と原油に連動し、10年で物価並みに上がるが、小売りの利幅は競争と規制で伸びにくい。","evidence_url":"/jp-stock/ai-analysis/?t=9818","updated_at":"2026-11-01T22:46:16+00:00"}],"exposure_count":97},"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。"}}