日经GO 和歌山熊猫回国在即，日本粉丝排队送别 原创 阅读全文 ...

日本首相石破茂 石破原定作为北约的伙伴国参加峰会。韩国总统李在明也放弃出席…… 日本政府6月23日发布消息称，首相石破茂将取消参加北大西洋公约组织（NATO）首脑会议。石 破原定6月24日早晨出发前往举办地荷兰，作为北约的伙伴国参加会议。 日本在2022年至2024年期间与韩国、澳大利亚、新西兰一起在"IP4"框架下参加了该会议。此次 原本也就只有伙伴国参加的四国首脑会谈以及美国总统特朗普与四国的会谈等展开过调整。 韩国总统府也于22日表示，总统李在明将放弃出席北约峰会，会谈的前景在消息发布后已变得不 明朗。日本将派遣外相岩屋毅、韩国则派国家安保室长魏圣洛参会。 石破之所以放弃出席北约峰会，与美国攻击伊朗核相关设施之后变得紧张的中东局势也有关系。 因为有必要应对当地日本人的撤离等。 石破对于对美国攻击伊朗核设施持保留态度。 石破23日在首相官邸举行记者会，在被问及是否支持美国的行动时表示，"现阶段日本很难做出 明确的法律评价"。他同时表示："我们必须坚持考虑国际法上可能会有什么样的评价"。 石破表示："美国的行动表明了寻求尽快平息事态、同时阻止伊朗拥有核武器这一决心"。对美国 的行动显示出一定程度的理解，但没 ...

美国总统特朗普6月23日发布社交媒体称，以色列与伊朗已"就完全停火达成协议"。特朗普 说："衷心感谢以色列与伊朗两国展现出的持久力、勇气与智慧，终结了这场持续12天的战争"。 据称停火程序将在6小时后启动。双方将在"24小时"内逐步实施停火措施。特朗普指出，当这一系 列停火举措完成时，"战争将结束"。 这条信息于美东时间6月23日下午6点（北京时间24日上午6点）左右发布，预计停火程序将于北 京时间24日中午12点左右开始。 伊朗外长："无意进行报复性反击" 根据特朗普的发言，停火程序将由伊朗首先启动，随后由以色列接续。 6月23日，伊朗向驻卡塔尔的美军基地发射导弹，作为美军空袭伊朗核设施的报复行动。对此， 特朗普评价称这是"一次非常软弱的"攻击，"美方事前已收到通知"，并主张"和平的时机已经到 来"。 （Reuters） 这是美军首次直接攻击伊朗本土。由于伊朗是中东大国，外界一度担忧若伊朗进行强烈报复，冲 突可能蔓延至整个中东地区。 给伊朗留下退让空间 特朗普政府始终强调，美军的军事行动仅以迫使伊朗放弃核开发为目的，并不追求推翻伊朗政 权。正因为此，外界认为这可能为伊朗方面的妥协留出了一定空间。 据路透社援 ...

Core Viewpoint - The U.S. government has imposed a 50% tariff on white goods, classified as "derivative products" of steel and aluminum, starting from June 23, 2023, to promote domestic manufacturing [1][2]. Group 1: Tariff Details - The U.S. government initially imposed a 25% tariff on steel and aluminum products in March, which was later increased to 50% on June 4 [2]. - White goods affected by the tariff include washing machines, dryers, refrigerators, dishwashers, gas stoves, microwaves, and electric ovens, with tariffs based on the steel and aluminum content [2]. Group 2: Impact on Companies - South Korean, Mexican, and Chinese companies, which export significantly to the U.S., will be impacted by the increased tariffs [1][2]. - Some South Korean companies are considering expanding production of refrigerators and electric ovens domestically in the U.S. to avoid high tariffs [2]. Group 3: Strategic Intent - The Trump administration aims to strengthen U.S. domestic manufacturing through high tariffs, potentially leading to further demands for Japanese companies to shift production to the U.S. if the strategy is deemed successful [2].

Core Viewpoint - Japanese companies are significantly increasing their solar power generation capacity in the United States, with Mitsubishi Corporation planning to invest $3.9 billion to boost its capacity to 2.9 million kilowatts by 2028 [1][3]. Group 1: Investment Plans - Mitsubishi Corporation will invest a total of $3.9 billion, increasing its solar power generation capacity in the U.S. to 2.6 times the current level by 2028 [1][3]. - Itochu Corporation's subsidiary, Tyr Energy, is developing 29 projects with a total capacity of approximately 5 million kilowatts, aiming to reach about 10 million kilowatts by 2030 [4]. - SoftBank Group operates solar power stations with a total capacity of 2.55 million kilowatts across eight regions in the U.S., with plans to exceed 15 million kilowatts in the medium to long term [5]. Group 2: Market Dynamics - The U.S. solar power generation capacity is projected to reach 182 million kilowatts by 2026, a 49% increase over two years, surpassing wind power growth [3]. - The Trump administration continues to support solar power through tax incentives, which is expected to enhance installed capacity [1][5]. - The Biden administration has introduced additional tax incentives for companies using domestically produced equipment, further promoting solar energy development [5]. Group 3: Supply Chain and Local Procurement - Nexamp, partly funded by Mitsubishi, currently operates solar power stations with a total capacity of about 1.1 million kilowatts, planning to reach 2.9 million kilowatts by 2028 [3]. - Nexamp plans to switch to solar panels produced in the U.S. to mitigate the impact of tariffs, making local procurement easier compared to wind power [4]. - The shift to local procurement is seen as advantageous in the solar sector, allowing for better control over supply chains and tariff impacts [4].

Core Viewpoint - The article discusses the growing concerns of the U.S. government, particularly under President Trump, regarding the steel industry and its implications for national security, especially in the context of military production capabilities compared to China. Group 1: U.S. Steel Industry Concerns - President Trump has expressed anxiety over the U.S. steel industry's ability to support national security, highlighting that China's steel production is 13 times that of the U.S. [1][4] - The U.S. steel industry is struggling to compete with China's military production capabilities, which is a significant concern for national defense [3][5]. Group 2: Military Comparison and Production Capacity - A comparison of naval capabilities shows that China is projected to have 370 vessels compared to the U.S.'s 296 vessels by 2024-2025, indicating a shift in military power [3][4]. - The U.S. Navy aims to increase its fleet to 515 vessels by 2054, but faces challenges due to weak shipbuilding capacity and frequent delivery delays of 1 to 3 years [4]. Group 3: Investment and Acquisition Dynamics - Japan's Nippon Steel has raised its investment offer to $10 billion in negotiations to acquire U.S. Steel, which has influenced Trump's stance on the acquisition [3][5]. - The U.S. steel industry has a history of decline, with only two major high furnace companies remaining, both of which are currently operating at a loss [5][6]. Group 4: Policy Implications - The article critiques the U.S. government's protectionist policies that have historically hindered the steel industry's technological advancement, suggesting that Trump's high tariff policies may not effectively revitalize the industry [6]. - The proposed investment from Nippon Steel is seen as a potential framework for future foreign investments in critical industries, with the U.S. government retaining significant control through a "golden share" arrangement [6].

Core Viewpoint - Japan has officially imposed a 95.2% anti-dumping duty on Chinese graphite electrodes for a period of five years, following a temporary measure that began in March 2023, based on the results of an additional investigation [1]. Group 1 - The Japanese Ministry of Finance decided on June 20 to levy anti-dumping duties on Chinese graphite electrodes, which are primarily used as electrodes in electric furnaces to melt iron scrap [1]. - The decision to implement the anti-dumping duty was approved during a meeting of the Tariff and Foreign Exchange Review Committee held on June 20 [1]. - The measure was initiated in response to complaints from domestic manufacturers regarding dumping practices by Chinese companies [1].

日经GO 日本小店靠"它"抓住外国游客 原创 阅读全文 ...

Core Viewpoint - The term "DeepSeek moment" is emerging as a topic in global stock markets, symbolizing the disruption of global industry structures and mainstream technologies by innovations originating from China, particularly in the AI and biopharmaceutical sectors [1][3]. Group 1: AI Industry - In January, the Chinese emerging enterprise DeepSeek launched a low-cost generative AI, challenging the United States' dominance in the AI sector [1]. - The "DeepSeek moment" reflects a significant shift in technological leadership from the U.S. to China, indicating a potential change in global power dynamics [1]. Group 2: Biopharmaceutical Industry - Following the AI sector, the biopharmaceutical industry is experiencing its own "DeepSeek moment," highlighted by Pfizer's exclusive licensing agreement with China's 3SBio for cancer treatment drug development and production [3]. - After the announcement, 3SBio's stock surged by 70% compared to the end of April, showcasing investor confidence in Chinese biopharmaceutical companies [3]. - Since the end of 2024, the stock index of biotechnology companies listed in Hong Kong has increased by 51%, significantly outperforming the Hang Seng Index (17%) and the S&P 500 Index (1%), indicating high investor expectations for Chinese biotech firms [3].

即使中国自主品牌在欧洲进行本地化生产，"比亚迪被当作欧洲制造商来看待"的图景不 会轻易发生，至少不可能在短期内发生。 文丨FT中文网专栏作家 张冬方 在过去的两年间，中国汽车品牌比亚迪给奥地利人托马斯•哈内德（Thomas Haneder）带来 了一些变化。作为一个过去十二年间一直销售意大利车的销售，自两年前同时成为比亚迪在 奥地利销售以来，哈内德称自己逐渐变成了中国迷。他对中国文化和美食都产生了兴趣，尤 其是对中国人尽一切努力实现目标的心态。在采访中，哈内德向我描述，"中国人的此种心 态和欧洲人的相对松懈形成了反差，在欧洲，目标常有，但有时缺乏最终实现它们所需的意 志。" 编者荐语： 日本经济新闻社与金融时报2015年11月合并为同一家媒体集团。同样于19世纪创刊的日本和英国的两家 报社形成的同盟正以"高品质、最强大的经济新闻学"为旗帜，推进共同特辑等广泛领域的协作。此次， 作为其中的一环，两家报社的中文网之间实现文章互换。 以下文章来源于FT中文网 ，作者张冬方 FT中文网 . 英国《金融时报》集团旗下唯一的中文商业财经网站，旨在为中国商业菁英和决策者们提供每日不可或 缺的商业财经资讯、深度分析以及评论。 ...