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Aichi Steel Corporation is the only materials manufacturer in the Toyota Group, headquartered in Tōkai, Aichi Prefecture, Japan (founded 1940 as Toyota Steel Works).
No single majority (>50%) shareholder — Toyota Motor Corporation is the largest holder at 24.69% but this is a controlling-influence stake, not legal control. Aichi Steel is nonetheless a de facto Toyota Group affiliate ('the only materials manufacturer in the Toyota Group', per its own corporate overview) via combined Toyota-affiliated holdings (Toyota Motor + Toyota Industries + Toyota Fudosan ~36% combined) and commercial dependence (~40% of its steel/forged-product output goes to Toyota Group members). Not setting parent_slug: no single entity holds a control stake, consistent with this corpus's convention (see docs/intelligence/dossiers/000100.md) of reserving parent_slug for majority ownership. GLEIF (LEI 353800P9OWOVHHY4ML18, matches ISIN JP3103600007) has no relationship data on file (parent_reported: false) — corroborates via absence but was not the source of the figures above.
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 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
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. 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.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag, but Dy/Tb doping is what buys the temperature resistance magnets motors applications need, so it is doped as a rule pending a disclosed grade.
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.
No actions in the register have named or swept this company in the last 24 months.