Core Viewpoint - The European Union has proposed to list eels, including Japanese eels, under the Convention on International Trade in Endangered Species (CITES), which could significantly hinder the circulation of eels in Japan if approved at the upcoming conference [1][2]. Group 1: Proposal and Implications - The EU's proposal aims to include 18 species of eels, including Japanese eels, in CITES Appendix II, which would require export permits for trade [2]. - If the proposal passes, it could create major obstacles for Japan's eel supply, which is heavily reliant on imports from China, accounting for 70% of the 63,000 tons expected in 2024 [2]. - Japan plans to collaborate with China and South Korea to lobby against the proposal, arguing that eel resources are abundant and not at risk of extinction [2]. Group 2: Market Impact - The average wholesale price of grilled eel in Tokyo's Toyosu market for 2024 is projected to be around 4,500 yen per kilogram, remaining stable compared to the previous year [3]. - Concerns are rising among producers in Kyushu about potential declines in retail sales due to increasing public scrutiny over consuming endangered species [3]. Group 3: Resource Assessment - The EU claims that the resource levels of Japanese eels have "significantly decreased," while Japan counters that the resources are sufficient [4]. - Japanese eels are born in the Mariana Trench and migrate to East Asia, where they are caught and raised for consumption [4]. - Due to overfishing and environmental degradation, the catch of juvenile eels has remained low since the late 1970s, leading to their classification as "critically endangered" by the International Union for Conservation of Nature (IUCN) in 2014 [4].

Core Viewpoint - The Trump administration is expanding the scope of tariffs on various products, including white goods, which are now subject to a 50% tariff due to their classification as "derivative products" of steel and aluminum [1][2][3]. Group 1: Tariff Implementation - Starting June 23, the Trump administration imposed a 50% tariff on white goods such as washing machines, dryers, refrigerators, dishwashers, and microwaves [2]. - White goods are classified as "derivative products" of steel and aluminum, leading to tariffs based on their metal content [3]. - Approximately 20% of imported refrigerators in the U.S. come from Mexico, and 10% from South Korea, with over 20% of certain products imported from China [3]. Group 2: Impact on Imports and Prices - The cumulative tariff burden on products from China could approach 100%, which may not be fully absorbed by companies and could lead to increased retail prices [3]. - The Trump administration has previously expanded the list of products subject to steel and aluminum tariffs, including beer cans in April [3]. Group 3: Government's Stance and Future Implications - The U.S. government has not clearly defined the relationship between the newly taxed products and national security, despite the tariffs being justified on those grounds [3]. - The nature of "derivative products" has changed under the second Trump administration, indicating a stronger intent to protect domestic industries through expanded tariffs [3][4]. - The U.S. Department of Commerce has begun accepting applications for additional product categories to be included under the steel and aluminum tariffs, suggesting a proactive approach to expanding tariff applications [4]. Group 4: Concerns Over Future Tariffs - There are concerns that future tariffs could extend to other sectors, such as semiconductors, potentially including everyday consumer electronics like smartphones and personal computers [5]. - The South Korean government has expressed concerns to the U.S. Department of Commerce, advocating for the exclusion of daily consumer goods from tariff applications [5].

邹加怡（REUTERS） 亚投行计划到2025年6月达到950亿美元左右，但实际上只有600亿美元。亚投行的成员国和地区 从创始时的57个，在约10年时间里增加了近一倍，达到110个，虽然超过了亚开行，但投融资额 的规模增长乏力…… 亚投行6月23日针对年融资额表示，将到2030年达到目前2倍的170亿美元定为目标。将通过引入 更多的民间资本等措施来实现目标。 由中国主导的亚洲基础设施投资银行（亚投行，AIIB）的年会于6月24日在北京开幕。启动业务9 年半以来，投融资额为预想的6成。不仅是与其他国际开发金融机构的银团贷款，增加单独项目 也成为课题。 据中国财政部发布的消息，在6月24日举行的亚投行年会上，中方推荐的行长候选人、前财政部 副部长邹加怡成功当选下一任行长。任期5年。新行长将于2026年1月上任，现任行长金立群将卸 任。 亚投行在成立之初将投融资额定为每年100亿～150亿美元。计划到2025年6月达到950亿美元左 右，但实际上只有600亿美元（批准融资总额），仅为设想的6成。虽然2023年一年就达到116亿 美元，但与年度规模为200亿美元的亚开行相比仍存在差距。 亚投行从成立之初到新冠疫情之 ...

Group 1 - Global stock markets have shown resilience amid tensions in the Middle East, with a total market capitalization decrease of only 1% as of June 23 compared to the day before Israel's attack on Iran [1] - Funds have shifted towards high-tech and financial stocks, which are less affected by Middle Eastern risks, supporting overall market performance [1][2] - The total global stock market capitalization was $127.2 trillion on June 23, down from a record high of $128.7 trillion on June 12, indicating a minimal decrease of 1.6% [1] Group 2 - Investors have been cautious about over-reducing stock holdings to avoid missing potential rebounds after the conflict, leading to a focus on defense-related stocks and sectors less impacted by the situation [2] - Notable stock performance includes AMD, which saw a 9% increase in share price by June 23, following the launch of new AI chips [2] - Major banks like JPMorgan and Goldman Sachs have had their target prices raised by 2-4% due to expected recovery in M&A and underwriting activities [3] Group 3 - Chinese bank stocks have also performed well, supported by regulatory changes allowing insurance companies to increase stock investments [3] - Defensive stocks like Nestlé and McDonald's have declined, as rising costs from tariffs may hinder their appeal as safe investments [4] Group 4 - A ceasefire agreement between Israel and Iran was announced, increasing the likelihood of a quick resolution to the conflict, although uncertainties remain regarding the impact of U.S. actions on Iran's nuclear capabilities [5]

版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 中国目前已在中间线的中方一侧海域建造了钻探设施。日本指责："极为遗憾"…… 日本外务省6月24日表示，发现中国在东海"日中中间线"中方一侧海域内，正在建设一座构造物。该构 造物被认为是用于资源开发的设备，此次建设的是第20座构造物。日本外务省的亚太局局长金井正彰已 向中国驻日大使馆公使施泳提出抗议。 中日两国政府在2008年就共同开发气田达成了协议。中国目前已在中间线的中方一侧海域建造了钻探设 施。日本外务省指责："单方面进行开发的行为极为遗憾"。 视频号推荐内容： ...

Core Viewpoint - A car transport ship named "Morning Midas" sank in Alaskan waters while carrying over 3,000 vehicles, including 70 electric vehicles (EVs) and 681 hybrid vehicles (HVs), raising concerns about the safety of EVs and potential environmental impacts from the sinking [1][2]. Group 1 - The "Morning Midas" ship, operated by Zodiac Maritime, sank on June 23 after a fire broke out on June 3 during its journey from China to Mexico [1]. - The ship was carrying 3,048 vehicles, with 70 being EVs and 681 being HVs, when it sank approximately 480 kilometers south of Adak Island, Alaska [1]. - All 22 crew members were rescued by nearby vessels after abandoning the ship due to the fire [1]. Group 2 - The U.S. Coast Guard is investigating the potential for marine pollution, as the ship was carrying approximately 350 tons of natural gas and 1,500 tons of fuel oil [2]. - According to the International Energy Agency (IEA), the EV market share in Central and South America is projected to be 4% by 2024, with increasing sales of affordable Chinese EVs like those from BYD in Mexico [2].

Core Viewpoint - The average price of second-hand homes in Tokyo's 23 wards has surpassed 100 million yen for the first time, indicating a significant shift in the real estate market dynamics in the region [1] Group 1 - The average price of second-hand homes in Tokyo's 23 wards reached 100.5 million yen, marking a 2.5% increase from the previous year [1] - This milestone reflects a growing demand for housing in urban areas, driven by factors such as low interest rates and a recovering economy [1] - The increase in property prices is also attributed to limited supply and rising construction costs, which are impacting the overall housing market [1] Group 2 - The trend of rising home prices is expected to continue, as more buyers are entering the market, seeking to invest in real estate as a stable asset [1] - The data suggests that younger generations are increasingly looking to purchase homes, contributing to the upward pressure on prices [1] - Analysts predict that the real estate market in Tokyo will remain robust, with potential for further price increases in the coming years [1]

警察在被认为是事件现场的地点巡逻（江苏省苏州市，6月24日） 最近，在距离事发现场200米左右的地面上，出现了二战期间日本伤害中国儿童的涂鸦，照片在 新闻APP上流传。6月23日，记者访问照片中的场所时，地上已经没有了文字，但留下了某些东 西被抹去的痕迹…… 到6月24日，在中国江苏省苏州市发生的日本母子被砍伤、中国女性死亡的事件已经过去一年。 2024年9月，广东省深圳市也发生了日本男孩被刺杀的事件。旅居中国的日本人群体对安全问题 仍然感到担忧。截至2025年春季，中国大陆的日本人学校的学生人数降至3226人，比2024年度 减少了11%。 苏州事件发生在2024年6月24日傍晚的一个公交车站。一名在等日本人学校校车的日本母亲和一 名学龄前儿童被一名男子砍伤，试图阻止犯罪行为的校车引导员、中国女性胡友平（当时54岁） 不幸身亡。 据悉，行凶的男子于2025年1月以故意杀人罪被判处死刑，并于4月执行。行凶男子似乎是因为债 务产生厌世情绪，进而犯下罪行，但为何要袭击日本人学校的校车，动机不明。 日本经济新闻（中文版：日经中文网）若杉朋子 苏州 （背景资料） 日本政府在事件发生后，在中国各地日本人学校的校车上安排 ...

Core Viewpoint - Starbucks is exploring ways to maximize growth opportunities in the Chinese market, which is considered to have significant long-term potential, despite recent challenges from local competitors and economic slowdown [1][2]. Group 1: Market Position and Strategy - China is Starbucks' second-largest market after the United States, highlighting its importance to the company's global strategy [1][2]. - The company has denied reports of a complete sale of its Chinese operations but is considering selling parts of its business as it seeks the best path for growth [2]. Group 2: Competitive Landscape - Starbucks faces increasing competition from local brands such as Luckin Coffee and Mixue Ice Cream, which has intensified price competition in the market [2]. - In response to local competition, Starbucks implemented its first price reduction in China, lowering the average price of several drinks, including iced tea and Frappuccino, by approximately 5 yuan [2].

Core Viewpoint - The export volume of Chinese automotive companies to Russia has sharply decreased by 49% from January to April, primarily due to the Russian government's protective policies for its domestic industry, which have increased the recovery fees for imported vehicles [1][4]. Group 1: Export Trends - From January to April 2024, the export volume to Russia was only 155,000 units, a significant drop compared to previous years [4]. - In 2024, the expected export volume to Russia is projected to be 1.28 million units, a sevenfold increase from 2022, with Chinese brands capturing 58% of the new car sales market in Russia by 2024 [4]. - However, the momentum for Chinese automotive companies is slowing down, with a 69% decline in exports in April alone [4][6]. Group 2: Market Dynamics - The Russian government has raised the recovery fees for imported vehicles, effectively functioning as a tariff, leading to a price increase of over 10% for imported cars [4]. - The economic slowdown in Russia is expected to further impact the automotive market, with predictions of a 10% decrease in new car sales by 2025, dropping to 1.43 million units [5]. - Chinese automotive companies, including Chery and Great Wall Motors, are adjusting their strategies in Russia due to increasing uncertainties and are reducing their reliance on the Russian market [6]. Group 3: Competitive Landscape - The exit of Japanese and European automotive brands from the Russian market post-Ukraine invasion initially allowed Chinese brands to fill the gap, but the current protective measures are creating challenges [3][4]. - The overall export volume of Chinese automobiles globally increased by 15% from January to April, reaching 2.16 million units, but the share of exports to Russia is now less than 10% [6]. - Competition in regions like Central and South America and the Middle East is expected to intensify as Chinese companies improve their performance across various vehicle types, including electric and hybrid vehicles [6].