日本将连续两年由已表明将辞职的首相出席这一世界各国首脑齐聚的外交场合。为此，日本外交的重新 布局将需要一定时间。 日本首相石破茂将出席在纽约举行的联合国大会并在一般性辩论上发表演讲。这是日本连续两年由决定 辞职的首相出席这一外交场合。为了向海外传递自己对"战后80年"的深切思考，石破一直将联合国大会 视为重要机会…… 日本首相石破茂将出席在纽约举行的联合国大会并在一般性辩论上发表演讲。他将强调今年恰逢联合国 成立80年与"战后80年"，并提及联合国改革的必要性。他还将谈及乌克兰及中东局势，并呼吁不应该再 让战争重演。 联合国将于9月22日开启各国首脑陆续举行会议和发表演讲的"高级别会议周"。石破在9月16日的自民党 干部会议上表示"如果各种情况允许，打算参加"。 为了向海外传递自己对"战后80年"的深切思考，石破一直将联合国大会视为重要机会。即便在9月7日宣 布将辞职后，他仍与日本外务省官员等人私下反复筹备演讲事宜。 演讲的时长预计为20分钟左右。核心内容为联合国改革、巴勒斯坦问题、俄乌战争、核裁军等。 预计石破还将结合联合国成立80年这一节点，谈及"不战"的重要性。联合国成立于1945年，旨在维护世 界和平 ...

Core Insights - Chinese tourists accounted for over 20% of total visitors to Japan in the first seven months of 2024, reaching 5.69 million, a year-on-year increase of 47.9%, surpassing pre-pandemic levels in 2019 [2][7] - The proportion of Chinese tourists traveling alone is increasing, with approximately 25% of visitors in April to June 2025 traveling solo, nearly double the rate from 2019 [4][7] - Shopping expenses constituted 43.1% of total spending by Chinese tourists in Japan in 2024, indicating a strong demand for retail [6] Group 1: Visitor Statistics - In the first seven months of 2024, the total number of visitors to Japan reached 24.95 million, with Chinese tourists being the largest group [2][7] - The proportion of solo travelers among Chinese tourists rose to 23.5% in April to June 2024, up from 22.0% in the first quarter [4] - The overall percentage of solo travelers among Chinese tourists increased from 12.2% in 2019 to 21.0% in 2024 [4] Group 2: Demographics and Trends - The majority of solo travelers from China are women aged 20 to 40, with female tourists making up over 60% of all Chinese visitors in April to June 2024 [4] - The decline in marriage registrations in China, which fell to 6.1 million in 2024 from 13.46 million in 2013, has contributed to the rise in solo travel among young people [4] - Japan's proximity, safety, and cleanliness make it a favored destination for Chinese tourists [4] Group 3: Spending Behavior - The shopping expenditure of Chinese tourists in Japan remains significant, with 43.1% of their total spending allocated to shopping in 2024 [6] - As the number of individual travelers increases, there is potential for growth in experience-based spending beyond shopping [7] - The shift from group tours to nearly 90% of travelers opting for independent travel reflects changing preferences among Chinese tourists [7]

编者荐语： FT中文网 . 9月2日， 中国和俄罗斯、蒙古国进行了领导层三方会晤 。这次会晤达成的一项重要而具体 的成果，是三方就"西伯利亚力量2号"天然气管道项目（Power of Siberia 2）签署了具有约 束力的备忘录。 作为 "西伯利亚力量1号"（即"中俄东线天然气管道"）的姊妹项目， "西2" 年设计输气能力 500亿立方米，经由蒙古进入中国。同时，中俄双方还签署商业协议，计划将现有 "西1" 对 华年输气规模从380亿立方米提升至440亿立方米，并把在建的'远东线'输气规模从原计划的 100亿立方米上调至120亿立方米。 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。 欧俄能源合作的终结，意味着俄罗斯必须转向亚洲，为其天然气资源寻找新的长期 市场。 文丨谭浩 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 ...

Core Viewpoint - Toray Industries is establishing a new garment sewing base in Odisha, India, marking its first foray into garment production in the country, with plans to start operations in the second half of 2026 [2][4]. Group 1: Company Expansion - The new factory will be a joint venture with a Sri Lankan garment manufacturer, with Toray holding a 60% stake and MAS Holdings holding 40% [4]. - This facility will serve as a dedicated sewing factory for Fast Retailing's Uniqlo brand, indicating a strategic partnership aimed at long-term collaboration [4]. Group 2: Market Context - Toray already has existing fiber operations in India for automotive airbags and non-woven fabrics, but this will be its first venture into garment manufacturing [4]. - The decision to establish a local supply chain in India is driven by the need to cater to long-term customers, reflecting a shift in operational strategy [4].

Core Insights - China's investment in Belt and Road Initiative (BRI) countries exceeded $110 billion annually from 2017 to 2019, but dropped to between $60 billion and $70 billion from 2020 to 2022. However, in the first half of 2025, investments surpassed $124 billion, marking a historical high since the BRI's inception in 2013 [1][3][6]. Investment Trends - In the first half of 2025, investments included construction contracts exceeding $124 billion, with investments in Africa reaching $40 billion, a 37% increase compared to the total for 2024, accounting for over 30% of total investments [3][6]. - The China National Development Bank announced a €245 million loan for a railway project in Nigeria, indicating ongoing financial support for infrastructure projects in BRI countries [6]. Shift in Investment Strategy - Following the COVID-19 pandemic, China's investment strategy is shifting from quantity to quality, focusing on practical and effective cooperation, such as small-scale, high-quality livelihood projects [6]. - The increase in investment is partly attributed to the reduction of U.S. aid to developing countries under the Trump administration, which has created opportunities for China to expand its influence [6][10]. Geopolitical Implications - China's investments in Africa are seen as crucial for enhancing its international influence, especially as the number of countries maintaining diplomatic relations with Taiwan decreases [8]. - The support for China in international forums has been growing, with more countries backing China than Western nations in recent human rights discussions [8]. Resource Acquisition Intent - China's investments also aim to secure resource rights, with significant investments in the Middle East and Central Asia, which are rich in oil, uranium, and rare earth resources [9].

Core Insights - Japan's trade surplus with the United States decreased by 50.5% in August, reaching 323.9 billion yen, the lowest level since January 2023 [2] - Exports to the U.S. fell by 13.8% year-on-year, marking five consecutive months of decline [2] - The decline in automobile exports to the U.S. is attributed to the ongoing impact of U.S. tariff policies [2] Group 1: Trade Statistics - In August, Japan's automobile exports to the U.S. decreased by 28.4%, amounting to 307.6 billion yen, with export volume dropping by 9.5% to 86,480 vehicles [4] - The average price of exported vehicles fell by 20.9% to 3.55 million yen, remaining below the previous year's level for six consecutive months [4] - Japan's overall trade balance showed a deficit of 242.5 billion yen in August, marking two consecutive months of deficit [4] Group 2: Export Trends - Japan's total exports in August decreased by 0.1% to 8.4251 trillion yen, with exports to China declining by 0.5% to 1.5007 trillion yen, continuing a six-month downward trend [4] - Exports to the European Union increased by 5.5% to 780.4 billion yen, marking the first increase in two months [4] - The increase in exports to the EU was driven by higher demand for engineering and mining machinery, as well as hybrid vehicles [4]

Core Viewpoint - Overseas investment in Japanese real estate reached a historical high in the first half of 2025, driven by rising land prices in major cities like Tokyo and Osaka, and supported by favorable economic conditions such as yen depreciation and low interest rates [2][4]. Group 1: Investment Trends - In the first half of 2025, overseas investors invested 1.14 trillion yen in Japanese real estate, marking the highest amount since 2005 [4]. - The yield gap, which measures investment return rates minus long-term interest rates, indicates that Japan offers higher attractiveness compared to other countries, with Tokyo's central office yield gap at 1.85%, surpassing New York (1.75%), Singapore (1.03%), and London (0.86%) [4][7]. Group 2: Rental Market Dynamics - Office rents in Tokyo are currently about 80% of those in New York, and rental prices have decreased by approximately 30% compared to pre-Lehman crisis peaks, while rents in London have increased by about 40% [7]. - The vacancy rate for Tokyo office buildings is expected to remain low until around 2027, with continuous rent increases anticipated [7]. Group 3: Economic Factors - The influx of foreign capital is supported by the economic environment, including yen depreciation and lower interest rates compared to other countries [7]. - The Bank of Japan has been gradually increasing interest rates, which is seen as acceptable for investors, as Japan's interest rates remain lower than those abroad [7].

Core Viewpoint - The U.S. government has extended the deadline for the sale of TikTok's U.S. operations to December 16, 2023, due to a framework agreement reached between the U.S. and China regarding the sale process [2][4]. Group 1: Sale Timeline and Regulatory Context - The sale of TikTok's U.S. operations was initially ordered by President Trump in 2020, but the Biden administration revoked this order in 2021. In April 2024, new regulations were introduced, leading to TikTok's lawsuit against the U.S. government [5]. - The current regulatory framework allows for a maximum extension of 90 days for the sale deadline, but Trump has extended it four times, which raises questions about adherence to legal stipulations [6]. Group 2: Framework Agreement and Future Steps - A framework agreement was reached on September 15, 2023, during ministerial consultations in Madrid, allowing for the necessary approval processes in China to proceed for the sale [4]. - The potential buyers of TikTok's U.S. operations include Oracle, Silver Lake, and Andreessen Horowitz, forming a consortium to acquire the business [4]. Group 3: Technical and Operational Considerations - It remains unclear whether the algorithms and core technologies managed in China will be transferred to the U.S. buyers as part of the sale [4]. - A new app is being developed for U.S. users, which will utilize a re-engineered algorithm based on TikTok's existing technology [4].

Core Viewpoint - The article discusses the opening of the "Bandai Namco Cross Store" located in the "MAGNET by SHIBUYA109" commercial facility, emphasizing its experiential retail concept that allows customers to "watch," "touch," and "experience" various products and services from the Bandai Namco Group [5][6]. Group 1 - The "Bandai Namco Cross Store" opened on August 1, 2025, in a prime location near the Shibuya crossing, which is a strategic choice for attracting foot traffic [3][4]. - The store features ten official stores from the Bandai Namco Group, with a focus on an "experience-based" shopping environment [5]. - The store aims to provide interactive experiences related to characters, products, events, and services offered by the Bandai Namco Group, enhancing customer engagement [5][6].

Core Viewpoint - The average national increase in land prices for all uses is 1.5%, marking the highest level since 1991's 3.1% increase, driven by inflows of foreign investment in the Tokyo area and a gradual recovery of the domestic economy amid inflation [2][4]. Summary by Sections National Land Price Trends - The nationwide average increase in land prices has expanded compared to the previous year, with 49.3% of surveyed locations experiencing price increases, up from 48.3% in 2024 [4]. - The Tokyo area saw an acceleration in price growth from 4.6% in 2024 to 5.3% in 2025, supported by ongoing redevelopment and population influx [4]. Specific Locations and Price Increases - The highest land price location remains the "Meijiya Ginza Building" in Tokyo's Ginza area, priced at 46.9 million yen per square meter (approximately 2.28 million RMB), reflecting an 11.4% increase from the previous year [6]. - In the residential land sector, the highest price increase was observed in Akasaka, where the growth rate surged from 6.1% to 15.6% [6]. - The Osaka area also experienced a rise in land prices, increasing from 2.9% in 2024 to 3.4% in 2025, bolstered by major redevelopment projects and the upcoming Osaka Kansai Expo [6]. Economic Context and Future Outlook - Japan's nominal GDP is projected to grow by 3.7% in the 2024 fiscal year, continuing a trend of positive growth for four consecutive years [9]. - The overall consumer price index, excluding fresh food, has risen by over 3% compared to the same month last year, contributing to the upward trend in land prices [9]. - Experts predict that land prices will continue to rise, particularly in urban centers, which may lead to increased housing prices and rents, making it more difficult for new residents to afford living in these areas [9].