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  "documentTitle": "Toyota Industries Corporation (6201.T)",
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  "notes": "Shows 100% dependency on Toyota for major product lines.",
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      "text": "トヨタのみが顧客で低収益の車両・エンジン・部品事業は、ガバナンス(利益を高めるインセンティブがあるか)懸念も加わり現在はディスカウント要因。事業再編の有無が注目。",
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      "text": "豊田自動織機の製品別売上フローチャート (FY3/25)",
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      "text": "豊田自動織機は、自社の戦略的・財務的利益ではなく、トヨタ自動車によって投資やロードマップを左右される専属サプライヤーの役割を担う。交渉力は不均衡であり、取引条件はトヨタ自動車の競争力を確保するように設定されている。豊田自動織機は実質的にトヨタ自動車のサプライチェーンの補助役であり、価値の創造ではなくトヨタ自動車への価値の移転を促進させている",
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      "text": "出典: 会社開示資料、大手経営コンサルティングファーム (強調は当社による)",
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