Jenoptik AG

GLEIF LEI 529900P34GDHGXK6VB37 (checked 2026-09-09) reports no parent on file (parent_reported: false) -- consistent with Jenoptik AG being a publicly listed, XETRA-traded top-of-group entity, not a subsidiary. Jenoptik's own investor-relations shareholder-structure page names Thüringer Industriebeteiligungs GmbH & Co. KG (the Free State of Thuringia's investment vehicle) at 11.0%, with the remaining 89% free float; no other named holder above disclosure thresholds found. Not a controlling stake -- Jenoptik is widely held, not state-controlled.

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 and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.

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 flat.

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.