{"slug":"mitsubishi","name":"미쓰비시상사","name_en":"Mitsubishi","ticker":"8058.T","updated_at":"2026-07-12T04:54:12.680896+00:00","canonical":"https://valuechain.wiki/mitsubishi","citable":"밸류체인 그래프 기준 미쓰비시상사의 직접 연결 기업은 3곳(관계 기준 공급 0·매출 0·투자 3)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Mitsubishi is directly linked to 3 companies (0 supply, 0 revenue, 3 investment relationships) and reaches 9 companies within two hops; the links are backed by 8 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"닛케이 225 · 종합상사","kicker_en":"Nikkei 225 · sogo shosha","lead":"자원과 에너지, 광물, 식품, 소매, 인프라를 아우르는 일본 최대 종합상사다. 2026년 3월기 매출은 약 19조 엔, 당기순이익은 8,005억 엔이며 8개 사업그룹으로 운영한다. 이익의 큰 축은 천연가스(LNG)와 광물자원으로, 캐나다 LNG Canada 프로젝트가 2025년 6월 첫 출하를 시작했다. 버크셔 해서웨이가 지분 10.23%를 보유한 최대 주주로 워런 버핏의 대표 일본 투자다.","lead_en":"Mitsubishi Corporation is Japan's largest general trading house, spanning resources, energy, minerals, food, retail and infrastructure. For the year ended March 2026 it posted revenues of about ¥18.9 trillion and net income of ¥800.5 billion across eight business groups. Natural gas (LNG) and mineral resources are its largest profit pools, and its Canadian LNG Canada project shipped its first cargo in June 2025. Berkshire Hathaway holds a 10.23% stake as the top shareholder, Warren Buffett's flagship Japan investment.","segments":{"parts":[{"name":"천연가스·에너지 (Environmental Energy) — 순이익 ¥160.9B"},{"name":"광물자원 (Mineral Resources, 구리·제철용 석탄) — ¥204.5B"},{"name":"식품 (Food Industry) — ¥83.3B"},{"name":"컨슈머·리테일 (Smart-Life Creation, 로손) — ¥91.0B"},{"name":"전력 솔루션 (Power Solution) — ¥43.4B"},{"name":"도시개발·인프라 (Urban Development & Infrastructure) — ¥85.1B"},{"name":"모빌리티·자동차 (Mobility) — ¥57.6B"},{"name":"소재 솔루션 (Materials Solution) — ¥26.3B"}],"total":"매출 약 ¥18.9조 · 당기순이익 ¥800.5억엔 (2026년 3월기, IFRS)"},"segments_en":{"parts":[{"name":"Environmental Energy (natural gas / LNG) — net income ¥160.9B"},{"name":"Mineral Resources (copper, steelmaking coal) — ¥204.5B"},{"name":"Food Industry — ¥83.3B"},{"name":"Smart-Life Creation (consumer / retail, Lawson) — ¥91.0B"},{"name":"Power Solution — ¥43.4B"},{"name":"Urban Development & Infrastructure — ¥85.1B"},{"name":"Mobility (automotive) — ¥57.6B"},{"name":"Materials Solution — ¥26.3B"}],"total":"Revenues ~¥18.9T · Net income ¥800.5B (year ended Mar 2026, IFRS)"},"returns_yearly":{"2021":52.5,"2022":15.9,"2023":84.1,"2024":-0.3,"2025":70.2,"2026":8.7},"return_asof":"2026-07-10","value_chain":{"leading":[],"benefiting":[{"slug":"voyager-technologies","name":"보이저 테크놀로지스","name_en":"Voyager Technologies","tier":1,"returns_yearly":{"2026":19.2}},{"slug":"berkshire-hathaway","name":"Berkshire Hathaway","name_en":"Berkshire Hathaway","tier":1,"returns_yearly":{"2021":29,"2022":3.3,"2023":15.5,"2024":27.1,"2025":10.9,"2026":-1.8}},{"slug":"mitsubishi-motors","name":"미쓰비시자동차","name_en":"Mitsubishi Motors","tier":1,"returns_yearly":{"2021":37.1,"2022":53.5,"2023":-3.9,"2024":0.9,"2025":-15.3,"2026":-3.2}},{"slug":"mda-space","name":"MDA 스페이스","name_en":"MDA 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Machinery","tier":3,"returns_yearly":{"2021":-3.3,"2022":9.6,"2023":44.5,"2024":-9,"2025":41.3,"2026":5.8}},{"slug":"qorvo","name":"코보","name_en":"Qorvo","tier":3,"returns_yearly":{"2021":-5.9,"2022":-42,"2023":24.2,"2024":-37.9,"2025":20.8,"2026":1.5}},{"slug":"toray-industries","name":"도레이","name_en":"Toray Industries","tier":3,"returns_yearly":{"2021":8.3,"2022":12.5,"2023":-4.8,"2024":49.2,"2025":7.5,"2026":1.3}},{"slug":"sony-semiconductor","name":"소니 반도체","name_en":"Sony Semiconductor Solutions","tier":3,"returns_yearly":{"2021":27.2,"2022":-8.4,"2023":27.8,"2024":17.9,"2025":1,"2026":-2.4}},{"slug":"skyworks-solutions","name":"스카이웍스 솔루션스","name_en":"Skyworks Solutions","tier":3,"returns_yearly":{"2021":2.7,"2022":-39.9,"2023":26.5,"2024":-18.9,"2025":-25.5,"2026":-2.8}},{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","tier":3,"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":-5.2}},{"slug":"lg-display","name":"LG디스플레이","name_en":"LG Display","tier":3,"returns_yearly":{"2021":-6.8,"2022":-30.9,"2023":-8.5,"2024":-20.6,"2025":26.2,"2026":-5.7}},{"slug":"leonardo","name":"Leonardo","name_en":"Leonardo S.p.A.","tier":3,"returns_yearly":{"2021":11.3,"2022":50.3,"2023":73.6,"2024":89.1,"2025":88.1,"2026":-6.8}},{"slug":"citic-limited","name":"중신그룹(CITIC)","name_en":"CITIC Limited","tier":3,"returns_yearly":{"2021":52.8,"2022":13.6,"2023":-11.6,"2024":25.8,"2025":50.6,"2026":-8.4}},{"slug":"sunny-optical","name":"순위광학(써니옵티컬)","name_en":"Sunny Optical","tier":3,"returns_yearly":{"2021":-1.5,"2022":-46.8,"2023":-54.4,"2024":46,"2025":-8.9,"2026":-9.4}},{"slug":"thales","name":"Thales","name_en":"Thales","tier":3,"returns_yearly":{"2021":12.5,"2022":52.5,"2023":14,"2024":17.8,"2025":66.6,"2026":-11.6}},{"slug":"kai","name":"한국항공우주산업 (KAI)","name_en":"Korea Aerospace Industries","tier":3,"returns_yearly":{"2021":15.4,"2022":34.6,"2023":7,"2024":5.5,"2025":217.9,"2026":-14}},{"slug":"alibaba","name":"알리바바","name_en":"Alibaba Group","tier":3,"returns_yearly":{"2021":-49,"2022":-25.8,"2023":-10.8,"2024":11.8,"2025":75.8,"2026":-22.7}},{"slug":"oracle","name":"Oracle","name_en":"Oracle","tier":3,"returns_yearly":{"2021":36.9,"2022":-4.6,"2023":30.9,"2024":60,"2025":18.1,"2026":-27.4}},{"slug":"byd-electronics","name":"BYD일렉트로닉스","name_en":"BYD Electronics","tier":3,"returns_yearly":{"2021":-56.1,"2022":16,"2023":-0.4,"2024":60.6,"2025":-19.4,"2026":-34.4}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"arianegroup","name":"아리안그룹","name_en":"ArianeGroup","tier":3,"returns_yearly":null}],"analysis":"미쓰비시상사의 논지는 자원 이익 위에 소비·인프라를 얹은 일본 최대 종합상사의 포트폴리오 안정성이다. 2026년 3월기 순이익 ¥800.5B의 최대 축은 천연가스(¥160.9B)와 광물자원(¥204.5B)으로, 캐나다 LNG Canada(연 1,400만톤, 미쓰비시 15% 오프테이크)가 2025년 6월 첫 출하하며 LNG 밸류체인을 상류부터 판매까지 내재화했다. 구리·제철용 석탄과 식품·로손 등 소비 부문이 자원 사이클의 변동을 상쇄하는 8개 그룹 분산 구조다. 버크셔 해서웨이가 지분 10.23%로 최대 주주에 올라 상한 초과·장기 보유를 명시한 점은 저평가·주주환원 개선 논지를 뒷받침한다. 재평가 트리거는 LNG·구리 가격 사이클, LNG Canada 가동 안정화, 그리고 자사주 매입·배당 등 주주환원 확대다.","analysis_en":"Mitsubishi Corporation's thesis is the portfolio stability of Japan's largest trading house, layering consumer and infrastructure earnings on top of resource profits. Within net income of ¥800.5B (year ended March 2026), the largest pools are natural gas (¥160.9B) and mineral resources (¥204.5B); Canada's LNG Canada (14 mtpa, Mitsubishi 15% offtake) shipped first cargo in June 2025, internalizing the LNG value chain from upstream to sales. Copper and steelmaking coal, plus consumer segments like food and Lawson, offset resource-cycle swings across eight diversified groups. Berkshire Hathaway becoming the top shareholder at 10.23%, having disclosed an agreement to exceed the ceiling and hold long term, underpins the undervaluation and shareholder-return improvement thesis. Re-rating triggers are the LNG/copper price cycle, LNG Canada ramp stabilization, and expanded shareholder returns via buybacks and dividends.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"글로벌 철강·전력 (구리·제철용 석탄)","counterparty_slug":null,"confidence":"high","metric":{"type":"net_income","unit":"JPY_bn","value":204.5,"period":"FY_ended_Mar2026"},"note":"광물자원(Mineral Resources) 부문이 호주 제철용 석탄과 구리(페루·미국·칠레) 사업으로 이익. Antamina 광산 배당 등 지분법 이익 포함. 2026년 3월기 순이익 ¥204.5B.","note_en":"Mineral Resources earns from Australian steelmaking coal and copper (Peru, U.S., Chile), including equity-method dividends such as Antamina. Segment net income ¥204.5B (year ended Mar 2026).","sources":[{"stance":"confirms","publisher":"Mitsubishi Corporation","publisher_en":"Mitsubishi Corporation","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://www.mitsubishicorp.com/jp/en/ir/library/earnings/pdf/202605e.pdf","title":"결산 실적 (2026년 3월기)","title_en":"Financial Results for the Year Ended March 2026","excerpt":"광물자원 부문 당기순이익 204,523백만 엔(2026년 3월기). 구리 사업과 호주 제철용 석탄 사업이 핵심.","excerpt_en":"Mineral Resources profit for the year attributable to owners of the Parent ¥204,523 million (year ended Mar 2026); copper and Australian steelmaking coal are core."}]},{"direction":"revenue","counterparty":"일본·아시아 LNG 수입 고객","counterparty_slug":null,"confidence":"high","metric":{"type":"net_income","unit":"JPY_bn","value":160.9,"period":"FY_ended_Mar2026"},"note":"천연가스(Environmental Energy) 그룹이 최대 이익 축. 캐나다 LNG Canada 프로젝트(연 1,400만톤)가 2025년 6월 첫 출하, 미쓰비시는 15%(약 210만톤)를 오프테이크해 일본·아시아 고객에 공급. 2026년 3월기 순이익 ¥160.9B.","note_en":"Natural gas (Environmental Energy) is the largest profit pool. Canada's LNG Canada project (14 mtpa) shipped its first cargo in June 2025; Mitsubishi offtakes ~15% (~2.1 mtpa) for Japanese and Asian customers. Segment net income ¥160.9B (year ended Mar 2026).","sources":[{"stance":"confirms","publisher":"Mitsubishi Corporation","publisher_en":"Mitsubishi Corporation","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://www.mitsubishicorp.com/jp/en/ir/library/earnings/pdf/202605e.pdf","title":"결산 실적 (2026년 3월기)","title_en":"Financial Results for the Year Ended March 2026","excerpt":"환경에너지(천연가스) 부문 당기순이익 160,862백만 엔(2026년 3월기). 캐나다에서 상류 개발부터 LNG 생산·수출·판매까지 밸류체인을 구축.","excerpt_en":"Environmental Energy (natural gas) profit for the year attributable to owners of the Parent ¥160,862 million (year ended Mar 2026); building a natural gas value chain in Canada from upstream to LNG production, export and sales."},{"stance":"mentions","publisher":"증권가 컨센서스","publisher_en":"Analyst consensus (via MarketScreener)","kind":"research","lang":"en","published_at":"2026-05-01","url":"https://www.marketscreener.com/quote/stock/MITSUBISHI-CORPORATION-6493521/consensus/","title":"미쓰비시상사 증권가 컨센서스: 매수(14인)·목표가 약 5,300엔","title_en":"Mitsubishi Corporation analyst consensus (Buy, 14 analysts, PT ~JPY 5,324, ~+20% upside): flagship Buffett sogo shosha, record buyback","excerpt":"증권가: 매수 컨센서스(14인, 목표가 약 5,300엔)·자원 이익+사상 최대 자사주 매입·버핏 장기보유 부각.","excerpt_en":"Analysts: Buy consensus (14, PT ~JPY 5,324); resource profits plus record buyback and Buffett's long-term hold in focus."},{"stance":"confirms","publisher":"Mitsubishi Corporation","publisher_en":"Mitsubishi Corporation","kind":"news","lang":"en","published_at":"2025-07-01","url":"https://www.mitsubishicorp.com/jp/en/news/release/2025/20250701001.html","title":"LNG Canada 프로젝트 첫 출하","title_en":"First Shipment of LNG from the LNG Canada Project","excerpt":"LNG Canada 프로젝트가 2025년 6월 30일 첫 LNG 화물을 출하. 연 1,400만톤 규모이며 미쓰비시는 15%(약 210만톤)를 오프테이크해 일본을 중심으로 아시아에 공급.","excerpt_en":"LNG Canada shipped its first cargo on June 30, 2025; 14 mtpa capacity, with Mitsubishi offtaking ~15% (~2.1 mtpa) supplied to Asia, primarily Japan."}]},{"direction":"investor","counterparty":"버크셔 해서웨이 (지분 10.23%)","counterparty_slug":"berkshire-hathaway","confidence":"high","metric":{"type":"share","unit":"%","as_of":"2025-08-28","value":10.23},"note":"버크셔 해서웨이 자회사 내셔널 인뎀니티가 미쓰비시상사 지분을 2025년 3월 9.74%에서 8월 10.23%로 확대, 최대 주주에 오름. 버핏은 2024년 주주서한에서 9.9% 상한 초과 합의와 장기 보유를 명시. 그렉 아벨 승계 후에도 장기 보유 방침 유지.","note_en":"Berkshire Hathaway's National Indemnity unit raised its Mitsubishi stake from 9.74% (Mar 2025) to 10.23% (Aug 2025), becoming the top shareholder. Buffett's 2024 letter disclosed an agreement to exceed the 9.9% ceiling and hold long term; the long-term policy continues under successor Greg Abel.","sources":[{"stance":"confirms","publisher":"Bloomberg","publisher_en":"Bloomberg","kind":"news","lang":"en","published_at":"2025-08-28","url":"https://www.bloomberg.com/news/articles/2025-08-28/mitsubishi-corp-says-berkshire-hathaway-s-stake-rises-to-10-23","title":"미쓰비시상사, 버크셔 지분 10.23%로 상승","title_en":"Mitsubishi Corp says Berkshire Hathaway's stake rises to 10.23%","excerpt":"미쓰비시상사가 버크셔 해서웨이의 의결권 지분이 3월 9.74%에서 10.23%로 상승했다고 밝힘.","excerpt_en":"Mitsubishi Corp said Berkshire Hathaway's voting-rights stake rose to 10.23% from 9.74% in March."},{"stance":"confirms","publisher":"이데일리","publisher_en":"Edaily","kind":"news","lang":"ko","published_at":"2025-08-28","url":"https://marketin.edaily.co.kr/News/ReadE?newsId=04293526642271912","title":"日 5대 종합상사 지분 늘리는 버핏…미쓰비시 10.2%로 확대","title_en":"Buffett raises stakes in Japan's five trading houses; Mitsubishi to 10.2%","excerpt":"버크셔 자회사 내셔널 인뎀니티가 미쓰비시 지분을 9.75%에서 10.2%로 확대, 5대 종합상사 중 최대.","excerpt_en":"Berkshire's National Indemnity unit raised its Mitsubishi stake from 9.75% to 10.2%, the largest among the five houses."},{"stance":"confirms","publisher":"CNBC","publisher_en":"CNBC","kind":"news","lang":"en","published_at":"2025-03-17","url":"https://www.cnbc.com/2025/03/17/buffett-hikes-stakes-in-five-japanese-trading-houses-to-almost-10percent-each.html","title":"버핏, 일본 5대 종합상사 지분 10% 근접 확대","title_en":"Buffett hikes stakes in five Japanese trading houses to almost 10% each","excerpt":"버크셔가 일본 5대 종합상사 지분을 각각 10% 가까이로 확대, 미쓰비시 포함 상한 초과 합의로 장기 보유 방침.","excerpt_en":"Berkshire hiked its stakes in the five Japanese trading houses to almost 10% each, with an agreement to exceed the ceiling and hold long term."}]},{"direction":"cost","counterparty":"LNG Canada 컨소시엄 (Shell·Petronas·PetroChina·KOGAS)","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"키티맷(BC주) 액화·수출 터미널을 Shell 주도로 Petronas·PetroChina·한국가스공사와 공동 투자·건설. 미쓰비시는 자회사 Diamond LNG Canada를 통해 참여하며 유형자산·사용권자산 장부가 각 ¥428.7B·¥236.4B. LNG 생산 원가·자본지출의 핵심.","note_en":"Jointly invests in and builds the Kitimat (BC) liquefaction/export terminal led by Shell with Petronas, PetroChina and Korea Gas. Mitsubishi participates via subsidiary Diamond LNG Canada, whose property, plant and equipment and right-of-use assets are ¥428.7B and ¥236.4B. Core LNG production cost/capex.","sources":[{"stance":"confirms","publisher":"Mitsubishi Corporation","publisher_en":"Mitsubishi Corporation","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://www.mitsubishicorp.com/jp/en/ir/library/earnings/pdf/202605e.pdf","title":"결산 실적 (2026년 3월기)","title_en":"Financial Results for the Year Ended March 2026","excerpt":"Diamond LNG Canada를 통해 LNG Canada 프로젝트에 참여, 파트너는 Shell·Petronas·PetroChina·한국가스공사. Diamond LNG Canada 유형자산·사용권자산 장부가 각 4,287억·2,364억 엔.","excerpt_en":"Participates in LNG Canada via Diamond LNG Canada with partners Shell, Petronas, PetroChina and Korea Gas Corporation; Diamond LNG Canada PP&E and right-of-use assets ¥428.7 billion and ¥236.4 billion."},{"stance":"confirms","publisher":"Mitsubishi Corporation","publisher_en":"Mitsubishi Corporation","kind":"news","lang":"en","published_at":"2025-07-01","url":"https://www.mitsubishicorp.com/jp/en/news/release/2025/20250701001.html","title":"LNG Canada 프로젝트 첫 출하","title_en":"First Shipment of LNG from the LNG Canada Project","excerpt":"LNG Canada는 Shell 주도로 Petronas·PetroChina·미쓰비시·한국가스공사가 참여하는 합작 수출 터미널.","excerpt_en":"LNG Canada is a joint-venture export terminal led by Shell and including Petronas, PetroChina, Mitsubishi and Korea Gas."}]},{"direction":"revenue","counterparty":"일본·아시아 식품·소매 고객","counterparty_slug":null,"confidence":"mid","metric":{"note":"Food 83.3 + Smart-Life 91.0","type":"net_income","unit":"JPY_bn","value":174.3,"period":"FY_ended_Mar2026"},"note":"식품(Food Industry, 연어양식·해외식자재)과 컨슈머·리테일(Smart-Life Creation, 로손·필리핀 디지털금융·싱가포르 헬스케어)이 소비 축을 형성. 2026년 3월기 순이익 각 ¥83.3B·¥91.0B.","note_en":"Food Industry (salmon farming, overseas food materials) and Smart-Life Creation (Lawson, Philippine digital finance, Singapore healthcare) form the consumer axis. Segment net income ¥83.3B and ¥91.0B (year ended Mar 2026).","sources":[{"stance":"confirms","publisher":"Mitsubishi Corporation","publisher_en":"Mitsubishi Corporation","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://www.mitsubishicorp.com/jp/en/ir/library/earnings/pdf/202605e.pdf","title":"결산 실적 (2026년 3월기)","title_en":"Financial Results for the Year Ended March 2026","excerpt":"식품 부문 당기순이익 83,257백만 엔, 스마트라이프크리에이션 부문 91,007백만 엔(2026년 3월기).","excerpt_en":"Food Industry profit ¥83,257 million and Smart-Life Creation ¥91,007 million (year ended Mar 2026)."}]},{"direction":"investment","counterparty":"보이저 테크놀로지스 (Starlab 우주정거장 JV)","counterparty_slug":"voyager-technologies","confidence":"mid","metric":{"jv":"Starlab","qualifier":"minority_JV_stake"},"note":"상사의 우주·신영역 투자 포트폴리오의 한 축 — 미쓰비시상사가 MDA Space·Palantir와 함께 Voyager의 Starlab 상업용 우주정거장 JV 소수지분에 참여한다. ISS 이후 저궤도 상업화를 겨냥한 전략 투자로, 개별 출자액은 미공시(Voyager 10-K 확인).","note_en":"Part of the trading house's space and new-domain investment portfolio — Mitsubishi Corporation joined MDA Space and Palantir in taking a minority stake in Voyager's Starlab commercial space-station JV. A strategic investment aimed at post-ISS low-earth-orbit commercialization; individual contributions undisclosed (per Voyager's 10-K).","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"U.S. SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-10","url":"https://www.sec.gov/Archives/edgar/data/1788060/000162828026016543/voyg-20251231.htm","title":"Voyager Technologies, Inc. FY2025 연차보고서 (Form 10-K)","title_en":"Voyager Technologies, Inc. Annual Report (Form 10-K) FY2025","excerpt":"Voyager 10-K: Mitsubishi (미쓰비시상사) is an equity partner alongside MDA Space and Palantir in the Starlab JV.","excerpt_en":"Voyager 10-K: Mitsubishi is an equity partner alongside MDA Space and Palantir in the Starlab JV."}]},{"direction":"investment","counterparty":"미쓰비시자동차 (전략 주주)","counterparty_slug":"mitsubishi-motors","confidence":"mid","metric":{"note":"~10%-level, disputed across disclosures","qualifier":"strategic_shareholder"},"note":"Mobility 그룹의 지분법 관계사 — 미쓰비시상사가 닛산(34%)에 이은 미쓰비시자동차의 주요 전략 주주로, 완성차 해외 유통·판매금융과 연결된다. 미쓰비시 계열(상사·중공업·자동차) 상호 협력의 한 축. 정확 지분율은 공시별로 상이(약 10%대 보유·의결권 별도)해 한정 표기.","note_en":"An equity-method affiliate within the Mobility group — Mitsubishi Corporation is a major strategic shareholder of Mitsubishi Motors (behind Nissan's 34%), linked to overseas vehicle distribution and sales financing. One axis of Mitsubishi-keiretsu cooperation. The exact stake varies by disclosure (~10%-level holding, voting rights separate), so it is stated with qualification.","sources":[{"stance":"confirms","publisher":"미쓰비시자동차 IR","publisher_en":"Mitsubishi Motors IR","kind":"ir","lang":"en","published_at":"2025-03-31","url":"https://www.mitsubishi-motors.com/en/investors/stockinfo/overview.html","title":"미쓰비시자동차 주주 구성 — 닛산 34%·미쓰비시상사 전략 주주","title_en":"Mitsubishi Motors shareholder composition — Nissan 34%, Mitsubishi Corporation strategic shareholder","excerpt":"미쓰비시자동차 주주구성: 닛산 34%에 이어 미쓰비시상사가 주요 전략 주주.","excerpt_en":"Mitsubishi Motors shareholder composition: Mitsubishi Corporation a major strategic shareholder behind Nissan's 34%."}]},{"direction":"cost","counterparty":"Ovintiv (셰일가스 상류 조달 파트너)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"북미 셰일가스 상류를 파트너 Ovintiv와 공동 개발. 자회사 CDGR이 2025년 10월 Ovintiv와 계약을 개정해 신설회사에 자산·부채를 이전하고 조인트오퍼레이션(지분 40%)으로 전환, CDGR 유형자산 장부가 ¥284.0B. 가스 조달·생산 비용의 핵심.","note_en":"Develops North American shale gas upstream jointly with partner Ovintiv. Subsidiary CDGR revised its agreement with Ovintiv in Oct 2025, transferring assets/liabilities to a new company treated as a joint operation (40% stake); CDGR property, plant and equipment book value ¥284.0B. Core gas procurement/production cost.","sources":[{"stance":"confirms","publisher":"Mitsubishi Corporation","publisher_en":"Mitsubishi Corporation","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://www.mitsubishicorp.com/jp/en/ir/library/earnings/pdf/202605e.pdf","title":"결산 실적 (2026년 3월기)","title_en":"Financial Results for the Year Ended March 2026","excerpt":"자회사 CDGR이 파트너 Ovintiv와 셰일가스 개발 사업을 운영, 2025년 10월 1일자로 조인트오퍼레이션 전환(지분 40%), CDGR 유형자산 장부가 2,840억 엔.","excerpt_en":"Subsidiary CDGR operates a shale gas development business with partner Ovintiv; effective Oct 1, 2025 treated as a joint operation (40% stake), CDGR property, plant and equipment book value ¥284.0 billion."}]}]}