{"schema_version":1,"as_of":"2026-11-03T00:47:34+09:00","asset":{"id":"pending_lithium_carbonate","name":"炭酸リチウム（電池級）","category":"金属・鉱物","unit":"USD/metric ton","currency":"USD","frequency":"monthly","max_age_days":100,"basis":"unconnected:lithium_carbonate","profile":"metal","source_url":"https://www.usgs.gov/centers/national-minerals-information-center","note":"電池級純度・地域・再配布権限を固定した継続価格源が未接続","status":"pending","quote":null,"age_days":null,"acrei_reference_quote":null,"freshness":"pending","publication_check":null,"forecast":null,"construction_price_row":null,"customs_import":null,"customs_coking":null,"copper_forecast_check":null,"nickel_forecast_check":null,"agriculture_reference":null,"energy_reference":null,"market_notes":[],"research":null,"history_check":null,"history":[],"exposures":[{"ticker":"2667","asset_id":"pending_lithium_carbonate","name":"イメージ ワン","kind":"text_candidate","direction":"未確認","evidence":"もう一つは、地球環境ソリューションで、衛星画像の販売・解析、ドローンと3D計測のソフト、耐放射線カメラやトリチウム連続計測器の販売代理を行う。","evidence_url":"/jp-stock/ai-analysis/?t=2667","updated_at":"2026-11-01T22:46:01+00:00"},{"ticker":"3131","asset_id":"pending_lithium_carbonate","name":"シンデン・ハイテックス","kind":"text_candidate","direction":"未確認","evidence":"バッテリー事業は、家庭用の蓄電システム向けのリチウムイオン電池が主力だったが、終息に向かっている。","evidence_url":"/jp-stock/ai-analysis/?t=3131","updated_at":"2026-11-01T22:46:03+00:00"},{"ticker":"3315","asset_id":"pending_lithium_carbonate","name":"日本コークス工業","kind":"text_candidate","direction":"未確認","evidence":"リチウムイオン電池の材料づくりにも使われる。","evidence_url":"/jp-stock/ai-analysis/?t=3315","updated_at":"2026-11-01T22:46:03+00:00"},{"ticker":"3407","asset_id":"pending_lithium_carbonate","name":"旭化成","kind":"text_candidate","direction":"未確認","evidence":"収益の約4割強を占めるマテリアル事業は、エチレン等の石化基礎品・合成繊維原料から、半導体・電子材料、リチウムイオン電池（LIB）用セパレータ、水素製造システムまで、技術の成熟度も収益性も大きく異なる製品群の集合体である。","evidence_url":"/jp-stock/ai-analysis/?t=3407","updated_at":"2026-11-01T22:46:03+00:00"},{"ticker":"3891","asset_id":"pending_lithium_carbonate","name":"ニッポン高度紙工業","kind":"text_candidate","direction":"未確認","evidence":"電気二重層キャパシタ（EDLC）用、リチウムイオン電池用の「Cellulion」、全固体電池向けの支持体などが入る。","evidence_url":"/jp-stock/ai-analysis/?t=3891","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"3913","asset_id":"pending_lithium_carbonate","name":"GreenBee","kind":"text_candidate","direction":"未確認","evidence":"建設済みの現物資産には一定の処分価値があるが、売電・調整力収入は市場価格と規則が決め、リチウム電池の更新には再投資が要る。","evidence_url":"/jp-stock/ai-analysis/?t=3913","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"4004","asset_id":"pending_lithium_carbonate","name":"レゾナック・ホールディングス","kind":"text_candidate","direction":"未確認","evidence":"モビリティ・機能材料事業は、自動車部品（アルミ機能部材など）とリチウムイオン電池材料、機能性樹脂・コーティング材料・セラミックスなどを含み、電動化と自動車の電子化に業績が連動する。","evidence_url":"/jp-stock/ai-analysis/?t=4004","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"4023","asset_id":"pending_lithium_carbonate","name":"クレハ","kind":"text_candidate","direction":"未確認","evidence":"PVDF はリチウムイオン電池の電極をつなぐ樹脂で、いわき事業所と中国・常熟で作る。","evidence_url":"/jp-stock/ai-analysis/?t=4023","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"4044","asset_id":"pending_lithium_carbonate","name":"セントラル硝子","kind":"text_candidate","direction":"未確認","evidence":"エネルギー材料は、リチウムイオン電池に入れる電解液だ。","evidence_url":"/jp-stock/ai-analysis/?t=4044","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"4047","asset_id":"pending_lithium_carbonate","name":"関東電化工業","kind":"text_candidate","direction":"未確認","evidence":"関東電化工業は、半導体の製造に欠かせないフッ素系の特殊ガスと、リチウムイオン電池の材料を稼ぎ頭とする中堅の化学会社だ。","evidence_url":"/jp-stock/ai-analysis/?t=4047","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"4061","asset_id":"pending_lithium_carbonate","name":"デンカ","kind":"text_candidate","direction":"未確認","evidence":"リチウムイオン電池向けのアセチレンブラック（導電材）、半導体の封止材に入る球状シリカ、放熱用の球状アルミナ、窒化ケイ素の基板などを作る。","evidence_url":"/jp-stock/ai-analysis/?t=4061","updated_at":"2026-11-01T22:46:05+00:00"},{"ticker":"4094","asset_id":"pending_lithium_carbonate","name":"日本化学産業","kind":"text_candidate","direction":"未確認","evidence":"使用済み電池からニッケル・コバルト・リチウムを取り出す技術は、国策の追い風を受ける。","evidence_url":"/jp-stock/ai-analysis/?t=4094","updated_at":"2026-11-01T22:46:06+00:00"},{"ticker":"4098","asset_id":"pending_lithium_carbonate","name":"チタン工業","kind":"text_candidate","direction":"未確認","evidence":"日焼け止めに入る微粒子の酸化チタン、トナーやブレーキに使う酸化鉄、東芝の電池に入るチタン酸リチウムを持つ。","evidence_url":"/jp-stock/ai-analysis/?t=4098","updated_at":"2026-11-01T22:46:06+00:00"},{"ticker":"4100","asset_id":"pending_lithium_carbonate","name":"戸田工業","kind":"text_candidate","direction":"未確認","evidence":"このほか、リチウムイオン電池の正極材料は、BASFとの合弁会社で作っていた。","evidence_url":"/jp-stock/ai-analysis/?t=4100","updated_at":"2026-11-01T22:46:06+00:00"},{"ticker":"4205","asset_id":"pending_lithium_carbonate","name":"日本ゼオン","kind":"text_candidate","direction":"未確認","evidence":"電池材料は、リチウムイオン電池の電極をまとめる接着剤（バインダー）と、導電を助ける単層カーボンナノチューブ（CNT）だ。","evidence_url":"/jp-stock/ai-analysis/?t=4205","updated_at":"2026-11-01T22:46:06+00:00"},{"ticker":"4208","asset_id":"pending_lithium_carbonate","name":"ＵＢＥ","kind":"text_candidate","direction":"未確認","evidence":"日本とタイでカプロラクタム・ナイロンポリマー・アンモニアから撤退・縮小の最中で、米国でリチウムイオン電池の電解液溶剤（DMC・EMC）の新工場を建てている。","evidence_url":"/jp-stock/ai-analysis/?t=4208","updated_at":"2026-11-01T22:46:06+00:00"},{"ticker":"4461","asset_id":"pending_lithium_carbonate","name":"第一工業製薬","kind":"text_candidate","direction":"未確認","evidence":"リチウムイオン電池の負極に使う水系の複合接着剤は、前の期の終わりに立ち上がったばかりである。","evidence_url":"/jp-stock/ai-analysis/?t=4461","updated_at":"2026-11-01T22:46:07+00:00"},{"ticker":"4634","asset_id":"pending_lithium_carbonate","name":"ａｒｔｉｅｎｃｅ","kind":"text_candidate","direction":"未確認","evidence":"顔料・着色剤、カラーフィルタ用材料、インクジェット材料、リチウムイオン電池向けのカーボンナノチューブ分散体。","evidence_url":"/jp-stock/ai-analysis/?t=4634","updated_at":"2026-11-01T22:46:07+00:00"},{"ticker":"5019","asset_id":"pending_lithium_carbonate","name":"出光興産","kind":"text_candidate","direction":"未確認","evidence":"高機能材セグメントは潤滑油（海外販売が拡大中）、農業関連資材（アグリライフ事業、M&Aで新規連結）、そして全固体電池材料（固体電解質・硫化リチウム）の研究開発・量産準備を含み、燃料油の縮小を補う成長事業の中心と位置付けている。","evidence_url":"/jp-stock/ai-analysis/?t=5019","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5218","asset_id":"pending_lithium_carbonate","name":"オハラ","kind":"text_candidate","direction":"未確認","evidence":"リチウムイオン電池向けの添加剤は、量産を始めたが、中計は将来10億〜20億円規模の売上を目指す段階だ。","evidence_url":"/jp-stock/ai-analysis/?t=5218","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5302","asset_id":"pending_lithium_carbonate","name":"日本カーボン","kind":"text_candidate","direction":"未確認","evidence":"リチウムイオン電池の負極材も富山工場で量産する。","evidence_url":"/jp-stock/ai-analysis/?t=5302","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5333","asset_id":"pending_lithium_carbonate","name":"日本ガイシ（NGK）","kind":"text_candidate","direction":"未確認","evidence":"エネルギー&インダストリー事業の中核だったNAS電池は中国製リチウムイオン電池との価格競争で2026年に製造・販売を終了し、約180億円の特別損失を計上している。","evidence_url":"/jp-stock/ai-analysis/?t=5333","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5631","asset_id":"pending_lithium_carbonate","name":"日本製鋼所","kind":"text_candidate","direction":"未確認","evidence":"会社は窒化ガリウムやニオブ酸リチウムの結晶という新しい事業にも取り組むが、収益に結びつくのはまだ先である。","evidence_url":"/jp-stock/ai-analysis/?t=5631","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"5698","asset_id":"pending_lithium_carbonate","name":"エンビプロ・ホールディングス","kind":"text_candidate","direction":"未確認","evidence":"リチウムイオン電池のリサイクルが前期に利益を3倍に増やした。","evidence_url":"/jp-stock/ai-analysis/?t=5698","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"5703","asset_id":"pending_lithium_carbonate","name":"日本軽金属ホールディングス","kind":"text_candidate","direction":"未確認","evidence":"板・押出は、リチウムイオン電池のケース用の板、半導体装置向けの厚板、トラックの荷台や鉄道向けの押出材が主役だ。","evidence_url":"/jp-stock/ai-analysis/?t=5703","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"5713","asset_id":"pending_lithium_carbonate","name":"住友金属鉱山","kind":"text_candidate","direction":"未確認","evidence":"(3) 材料事業は、車載リチウムイオン電池用の正極材(ニッケル系正極材で世界シェア上位、テスラ系に多いNCA正極材に限ると約6割)と、半導体・電子機器用の電子材料が中心。","evidence_url":"/jp-stock/ai-analysis/?t=5713","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"5724","asset_id":"pending_lithium_carbonate","name":"アサカ理研","kind":"text_candidate","direction":"未確認","evidence":"同社は薬液を循環させる独自工程で、リチウム、コバルト、ニッケルを高い回収率で取り出す。","evidence_url":"/jp-stock/ai-analysis/?t=5724","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"6223","asset_id":"pending_lithium_carbonate","name":"西部技研","kind":"text_candidate","direction":"未確認","evidence":"リチウムイオン電池や半導体の工場は、湿度を極限まで下げた部屋でしか作れない。","evidence_url":"/jp-stock/ai-analysis/?t=6223","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6245","asset_id":"pending_lithium_carbonate","name":"ヒラノテクシード","kind":"text_candidate","direction":"未確認","evidence":"最大の用途はリチウムイオン電池の電極で、顧客の多くは海外の電池工場である。","evidence_url":"/jp-stock/ai-analysis/?t=6245","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6246","asset_id":"pending_lithium_carbonate","name":"テクノスマート","kind":"text_candidate","direction":"未確認","evidence":"リチウムイオン電池の電極を塗る装置が中心。","evidence_url":"/jp-stock/ai-analysis/?t=6246","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6292","asset_id":"pending_lithium_carbonate","name":"カワタ","kind":"text_candidate","direction":"未確認","evidence":"最近は樹脂以外にも手を広げ、リチウムイオン電池の材料、食品、化粧品の粉を扱う装置を売り込んでいる。","evidence_url":"/jp-stock/ai-analysis/?t=6292","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6301","asset_id":"pending_lithium_carbonate","name":"小松製作所","kind":"text_candidate","direction":"未確認","evidence":"鉱山機械は銅・金・リチウムなど資源需要（データセンター向け電力網投資やEV関連需要を含む）に連動する投資サイクルの中にあり、資源価格が高止まりする局面では鉱山会社の設備投資が活発化し、小松とキャタピラーの寡占的な地位を支える。","evidence_url":"/jp-stock/ai-analysis/?t=6301","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6305","asset_id":"pending_lithium_carbonate","name":"日立建機","kind":"text_candidate","direction":"未確認","evidence":"鉱山機械は、データセンター向け電力網投資やEV関連需要が銅・リチウムなどの資源需要を支える構造的な成長分野と位置づけられており、日立建機は「LANDCROS 2028」でマイニング事業を2026年3月期の4,240億円から2031年3月期に6,000億円超へ拡大する計画を掲げる。","evidence_url":"/jp-stock/ai-analysis/?t=6305","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6419","asset_id":"pending_lithium_carbonate","name":"株式会社マースグループホールディングス","kind":"text_candidate","direction":"未確認","evidence":"RFID やバーコード、リチウムイオン電池向けの X 線検査装置、クラウド型の健診システムなどを製造・物流・医療に売る。","evidence_url":"/jp-stock/ai-analysis/?t=6419","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6586","asset_id":"pending_lithium_carbonate","name":"マキタ","kind":"text_candidate","direction":"未確認","evidence":"マキタは充電式電動工具と園芸機器（OPE）の世界的なサプライヤーで、同じ18Vリチウムイオンバッテリーを両カテゴリーで使い回せる製品群の広さが最大の武器である。","evidence_url":"/jp-stock/ai-analysis/?t=6586","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6619","asset_id":"pending_lithium_carbonate","name":"ダブル・スコープ","kind":"text_candidate","direction":"未確認","evidence":"ダブル・スコープは、リチウムイオン電池の中で正極と負極を隔てる膜、セパレータを作る会社だ。","evidence_url":"/jp-stock/ai-analysis/?t=6619","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6653","asset_id":"pending_lithium_carbonate","name":"正興電機製作所","kind":"text_candidate","direction":"未確認","evidence":"九州電力と共同で、全固体リチウム電池の開発も進めている。","evidence_url":"/jp-stock/ai-analysis/?t=6653","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6663","asset_id":"pending_lithium_carbonate","name":"太洋テクノレックス","kind":"text_candidate","direction":"未確認","evidence":"鏡面研磨機は、リチウムイオン電池用フィルムの新用途が当たれば、市場が小さくても利益が大きい。","evidence_url":"/jp-stock/ai-analysis/?t=6663","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6674","asset_id":"pending_lithium_carbonate","name":"ジーエス・ユアサ コーポレーション","kind":"text_candidate","direction":"未確認","evidence":"稼ぎの柱は、海外の自動車電池、産業用の電池と蓄電設備、ハイブリッド車用のリチウムイオン電池の三つである。","evidence_url":"/jp-stock/ai-analysis/?t=6674","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6748","asset_id":"pending_lithium_carbonate","name":"星和電機","kind":"text_candidate","direction":"未確認","evidence":"高速道路や一般道の電光掲示板、河川やトンネルの防災表示、津波の情報表示、LED信号機、リチウムイオン電池式の無停電電源装置を扱う。","evidence_url":"/jp-stock/ai-analysis/?t=6748","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6752","asset_id":"pending_lithium_carbonate","name":"パナソニックホールディングス","kind":"text_candidate","direction":"未確認","evidence":"エナジーは車載用円筒形リチウムイオン電池(主にテスラ向け)と民生電池を担い、米カンザス州デソト新工場(年産約32GWh目標、2025年7月量産開始)で北米生産を強化している。","evidence_url":"/jp-stock/ai-analysis/?t=6752","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6762","asset_id":"pending_lithium_carbonate","name":"TDK","kind":"text_candidate","direction":"未確認","evidence":"TDKは、コンデンサなどの受動部品、センサ、HDD用の磁気ヘッド、スマートフォン向けのリチウムイオン電池の4つを柱とする電子部品メーカーだ。","evidence_url":"/jp-stock/ai-analysis/?t=6762","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6785","asset_id":"pending_lithium_carbonate","name":"鈴木","kind":"text_candidate","direction":"未確認","evidence":"電子部品コネクタは、スマートフォン・半導体製造・産業機器の回復が続き、自動車電装部品コネクタはリチウムイオン電池まわりの部品が伸びている（顧客は A 社、B 社、D 社）。","evidence_url":"/jp-stock/ai-analysis/?t=6785","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6810","asset_id":"pending_lithium_carbonate","name":"マクセル","kind":"text_candidate","direction":"未確認","evidence":"ここには、時計や玩具に入る酸化銀電池、車載やガスメーターに入るリチウム一次電池、全固体電池などの小型電池が入る。","evidence_url":"/jp-stock/ai-analysis/?t=6810","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6955","asset_id":"pending_lithium_carbonate","name":"FDK","kind":"text_candidate","direction":"未確認","evidence":"FDK は、ニッケル水素電池、アルカリ乾電池、リチウム電池を作る電池メーカーだ。","evidence_url":"/jp-stock/ai-analysis/?t=6955","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"6981","asset_id":"pending_lithium_carbonate","name":"村田製作所","kind":"text_candidate","direction":"未確認","evidence":"スマートフォン向けの通信モジュールと、2017年にソニーから引き継いだリチウムイオン電池が中心で、2026年3月期は265億円の営業赤字だった。","evidence_url":"/jp-stock/ai-analysis/?t=6981","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"7220","asset_id":"pending_lithium_carbonate","name":"武蔵精密工業株式会社","kind":"text_candidate","direction":"未確認","evidence":"リチウムイオン電池と電気二重層キャパシタ（短時間の出し入れが得意な部品）が競合とされる。","evidence_url":"/jp-stock/ai-analysis/?t=7220","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7456","asset_id":"pending_lithium_carbonate","name":"松田産業","kind":"text_candidate","direction":"未確認","evidence":"会社は使用済みリチウムイオン電池の水平リサイクル、つまり電池の材料を電池に戻す仕組みを作ろうとしている。","evidence_url":"/jp-stock/ai-analysis/?t=7456","updated_at":"2026-11-01T22:46:12+00:00"},{"ticker":"7727","asset_id":"pending_lithium_carbonate","name":"オーバル","kind":"text_candidate","direction":"未確認","evidence":"中国では、船舶、リチウムイオン電池、化学の需要が伸び、会社は新工場で現地生産を増やす。","evidence_url":"/jp-stock/ai-analysis/?t=7727","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7886","asset_id":"pending_lithium_carbonate","name":"ヤマト モビリティ & Mfg.","kind":"text_candidate","direction":"未確認","evidence":"リチウム電池のモジュールも売る。","evidence_url":"/jp-stock/ai-analysis/?t=7886","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"7912","asset_id":"pending_lithium_carbonate","name":"大日本印刷","kind":"text_candidate","direction":"未確認","evidence":"大日本印刷（DNP）は国内印刷2強の一社で、2026年3月期の売上高1兆5,126億円を「スマートコミュニケーション」（情報セキュア・出版・BPO・XR、売上比49.5%）、「ライフ&ヘルスケア」（モビリティ・産業用高機能材・医療・包装・生活空間・飲料、比率33.9%）、「エレクトロニクス」（半導体フォトマスク・リチウムイオン電池用バッテリーパウチ・有機ELメタルマスク・光学フィルム、比率16.6%）の3segmentに分けて稼いでいる。","evidence_url":"/jp-stock/ai-analysis/?t=7912","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"8015","asset_id":"pending_lithium_carbonate","name":"豊田通商","kind":"text_candidate","direction":"未確認","evidence":"資源・部品流通も、AIデータセンター・EV関連の需要が底堅く、脱炭素関連の新しい金属需要（リチウム・銅）が下支えする。","evidence_url":"/jp-stock/ai-analysis/?t=8015","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8058","asset_id":"pending_lithium_carbonate","name":"三菱商事","kind":"text_candidate","direction":"未確認","evidence":"三菱商事は天然ガス（LNG開発・生産、LPG・石油製品、次世代エネルギー）、マテリアルソリューション（化学ソリューション）、金属資源（銅・原料炭・鉄鉱石・アルミ・リチウム・ニッケルの権益投資と鉄鋼原料・非鉄製品の流通機能）、社会インフラ（国内外の都市開発・不動産、データセンター、船舶、宇宙航空機、産業機械、エネルギーインフラ）、モビリティ（自動車・モビリティ関連の販売・金融）、食品産業（原料の生産・調達から製品製造までの食関連事業投資とトレーディング）、S.L.C.（ローソンを中心とする複合都市開発・リテール）、電力ソリューション（電力関連サービス）の8つの事業グループで構成される。","evidence_url":"/jp-stock/ai-analysis/?t=8058","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8059","asset_id":"pending_lithium_carbonate","name":"第一実業","kind":"text_candidate","direction":"未確認","evidence":"次がエナジーソリューションズの約400億円で、リチウムイオン電池の製造装置が中心だ。","evidence_url":"/jp-stock/ai-analysis/?t=8059","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8078","asset_id":"pending_lithium_carbonate","name":"阪和興業","kind":"text_candidate","direction":"未確認","evidence":"非鉄金属は、電池向けのニッケル・リチウムの市況が低迷し、欧米のEV政策も後退した。","evidence_url":"/jp-stock/ai-analysis/?t=8078","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8098","asset_id":"pending_lithium_carbonate","name":"稲畑産業","kind":"text_candidate","direction":"未確認","evidence":"FPD（液晶・有機 EL）の偏光板材料、半導体・フォトマスク材料、LED 封止材、リチウムイオン電池材料、複写機・インクジェット用の材料。","evidence_url":"/jp-stock/ai-analysis/?t=8098","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"9227","asset_id":"pending_lithium_carbonate","name":"ＭＷＣＣ（旧マイクロ波化学）","kind":"text_candidate","direction":"未確認","evidence":"リチウム、ニッケルなどの重要鉱物は供給網の多様化が課題であり、省エネルギーで処理できる技術には商機がある。","evidence_url":"/jp-stock/ai-analysis/?t=9227","updated_at":"2026-11-01T22:46:15+00:00"},{"ticker":"9247","asset_id":"pending_lithium_carbonate","name":"ＴＲＥホールディングス株式会社","kind":"text_candidate","direction":"未確認","evidence":"みずほリース、カナデビアなどとの動静脈連携を使い、太陽光パネル・リチウムイオン電池・紙おむつなどの新しい再資源化も立ち上げる。","evidence_url":"/jp-stock/ai-analysis/?t=9247","updated_at":"2026-11-01T22:46:15+00:00"}],"exposure_count":58},"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。"}}