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Toyota Motor Corporation (7203.T) is the world's largest automaker by volume, headquartered in Toyota City, Japan.
Group exposure score is 81 including 10 tracked subsidiary — standalone is 82.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Toyota and CATL announced a 'comprehensive partnership' 2019-07-17 covering stable supply, technology development, quality improvement and reuse/recycling of new-energy-vehicle batteries; CATL is described in the release as 'the world's leading supplier of drive battery systems.' No volume or share of Toyota's battery purchases disclosed. Refresh r19 2026-09-27: row is about drive-battery supply, not aluminium; material pinned to lithium. The 2019 release names no cell plant or Toyota assembly plant, so destination unpinned.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
3 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1004 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Denso's own controlling-shareholder/related-party disclosure states: 'Our company sells various automotive components to the Toyota Group, with the sales ratio reaching 48.6%.' Toyota Motor Corporation is also Denso's largest shareholder (22.25%) but Denso's own disclosure classifies Toyota as \"another related company,\" not a controlling shareholder.
Syndicated report of Aisin's own related-party disclosure: sales to Toyota and its affiliates were 54.3% of FY2026 net sales (approx ¥1.16 trillion), against Toyota's 22.4% voting stake (see ownership above) — a related party. The tipranks.com URL previously cited for this figure now returns HTTP 403; this Globe and Mail wire syndication is the live substitute. Could not independently confirm against Aisin's own Annual Securities Report PDF (text did not extract cleanly this session).
Wikipedia, citing Picken, The A to Z of Japanese Business (Rowman & Littlefield, 2009) p.8: 'Aichi Steel supplies 40% of the steel, springs and forged products for automotive use to members of the Toyota Group.' Toyota Motor Corporation is also Aichi Steel's largest shareholder (24.69%, see ownership block) -- this row records the commercial/customer relationship, not the equity stake. No primary Aichi Steel or Toyota disclosure with a customer-level percentage was found.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints. If this company actually produces one of these materials rather than buying it, that would be misclassified here — no producer-classifier entry exists for 4 of them.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇹🇷 TR accounts for 67% of severity-weighted pressure.