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Chinaで、この62%Fe観測と品位が違う。基礎営業CFと実際の営業CF、鉱山投資・運転資本・受取配当を区別し、2036年利益へ外挿しない。","evidence_url":"https://www.mitsui.com/jp/ja/ir/library/meeting/pdf/ja_273_1q_ppt.pdf","updated_at":"2026-08-04"},{"ticker":"2768","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"双日","kind":"text_candidate","direction":"未確認","evidence":"金属・資源・リサイクルは、豪州のグレゴリー・クライナム原料炭鉱などの権益投資とロシア炭の対日取扱シェア1位のトレーディング、高品位鉄鉱石の対日シェアもトップクラス、ブラジルCBMMのニオブ（鋼材軽量化の添加材）、三菱商事と共同出資する鉄鋼総合商社メタルワンを通じた鉄鋼製品流通、鉄スクラップなどの資源循環事業を含む。","evidence_url":"/jp-stock/ai-analysis/?t=2768","updated_at":"2026-11-01T22:46:02+00:00"},{"ticker":"3315","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"日本コークス工業","kind":"text_candidate","direction":"未確認","evidence":"コークスは石炭を蒸し焼きにした燃料で、高炉で鉄鉱石を溶かすために使う。","evidence_url":"/jp-stock/ai-analysis/?t=3315","updated_at":"2026-11-01T22:46:03+00:00"},{"ticker":"5406","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"株式会社神戸製鋼所","kind":"text_candidate","direction":"未確認","evidence":"鉄鋼アルミ事業は、グループ唯一の銑鋼一貫製鉄所である加古川製鉄所（兵庫県）で鉄鉱石・原料炭から粗鋼を生産し、線材・棒鋼・薄板・厚板とアルミ板を自動車・建設・産業機械向けに供給する。","evidence_url":"/jp-stock/ai-analysis/?t=5406","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"5410","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"合同製鐵株式会社","kind":"text_candidate","direction":"未確認","evidence":"主原料は鉄スクラップで、鉄鉱石や原料炭は使わない。","evidence_url":"/jp-stock/ai-analysis/?t=5410","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"5423","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"東京製鐵株式会社","kind":"text_candidate","direction":"未確認","evidence":"鉄鉱石から鉄をつくる高炉メーカーと違い、解体した建物や廃車の鉄を原料にする。","evidence_url":"/jp-stock/ai-analysis/?t=5423","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"6301","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"小松製作所","kind":"text_candidate","direction":"未確認","evidence":"鉱山機械は銅・鉄鉱石・石炭など資源価格と鉱山会社の投資サイクルに連動し、本体の販売に加えて部品・サービスといったアフターマーケット収益の比率が高いため、建機単体より利益の質が安定しやすい。","evidence_url":"/jp-stock/ai-analysis/?t=6301","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6305","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"日立建機","kind":"text_candidate","direction":"未確認","evidence":"もう1つは、銅・鉄鉱石などの資源開発で使う超大型の露天掘り向け油圧ショベル・ダンプトラックと、坑内掘り向け機械を扱う鉱山機械で、2026年3月期には全社売上収益1兆4,055億円のうち4,240億円（30%）を占める主力事業に育った。","evidence_url":"/jp-stock/ai-analysis/?t=6305","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"6351","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"鶴見製作所","kind":"text_candidate","direction":"未確認","evidence":"銅・鉄鉱石の価格が崩れると、北米・中南米の設備投資が止まる。","evidence_url":"/jp-stock/ai-analysis/?t=6351","updated_at":"2026-11-01T22:46:10+00:00"},{"ticker":"7014","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"名村造船所","kind":"text_candidate","direction":"未確認","evidence":"中心はハンディ型やカムサマックス型といった中型のばら積み船で、鉄鉱石・石炭・穀物を運ぶ。","evidence_url":"/jp-stock/ai-analysis/?t=7014","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"7021","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"ニッチツ","kind":"text_candidate","direction":"未確認","evidence":"ばら積み船は鉄鉱石・石炭・穀物を運ぶ船で、世界の建造は中国と韓国が大半を握る。","evidence_url":"/jp-stock/ai-analysis/?t=7021","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"8001","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"伊藤忠商事","kind":"text_candidate","direction":"未確認","evidence":"資源サイドでは、銅はAIデータセンター・電力網投資による需要増で構造的な供給不足が指摘される一方、鉄鉱石・原料炭は中国の住宅不況と電炉シフトで需要の天井が見えており、伊藤忠の機械・金属・エネルギー・化学品カンパニーの収益もこの資源価格の循環の影響を受ける。","evidence_url":"/jp-stock/ai-analysis/?t=8001","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"8002","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"丸紅","kind":"text_candidate","direction":"未確認","evidence":"資源サイドでは、銅はAIデータセンターや電力網投資による需要増で構造的な供給不足が指摘される一方、鉄鉱石・原料炭は中国の住宅不況と電炉シフトで需要の天井が見えており、丸紅は銅への集中度を高める選択をしている。","evidence_url":"/jp-stock/ai-analysis/?t=8002","updated_at":"2026-11-01T22:46:13+00:00"},{"ticker":"8015","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"豊田通商","kind":"text_candidate","direction":"未確認","evidence":"資源価格（銅・LNG・鉄鉱石・原料炭）の循環は豊田通商の業績への影響が小さく、代わりに世界の新車販売台数とアフリカの経済成長が業績を左右する。","evidence_url":"/jp-stock/ai-analysis/?t=8015","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8053","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"住友商事","kind":"text_candidate","direction":"未確認","evidence":"鉄鋼は中国の住宅不況と電炉シフトで需要の天井が見えており、鉄鉱石・原料炭を巡る価格環境も中長期的に下押しされやすい。","evidence_url":"/jp-stock/ai-analysis/?t=8053","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8058","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","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":"8075","asset_id":"wb_iron_ore_62fe_cfr_usd_dmt","name":"神鋼商事","kind":"text_candidate","direction":"未確認","evidence":"原料は、鉄鉱石・石炭・スクラップなど製鉄の原料を扱う。","evidence_url":"/jp-stock/ai-analysis/?t=807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