Core Viewpoint - The article discusses the advancements in AI technology within the automotive industry, particularly focusing on China's XPeng Motors and its AI assistant "Xiao P," which enhances user interaction and driving safety through intelligent features [5][6]. Group 1: AI Technology in Automotive - XPeng Motors has developed an AI assistant named "Xiao P," which is designed to be more human-like and understanding, offering features such as demand reasoning, thoughtful reminders, and an encyclopedia function [5]. - The intelligent reasoning capability allows the AI to infer user needs based on voice commands, such as adjusting the air conditioning when a user mentions feeling cold [5]. - The thoughtful reminder feature can provide precise services based on simple instructions, enhancing user experience and convenience [5]. Group 2: Market Differentiation and IT Ecosystem - Chinese automotive manufacturers have been early adopters of AI technology, focusing on creating differentiated human-machine interaction interfaces (HMI) to stand out against foreign competitors [5]. - The development of AI in vehicles is part of a broader strategy to enhance market attention through innovation while advancing electrification [5]. - The unique characteristic of these Chinese automotive AI systems is their continuous upgrade based on a self-sustained IT ecosystem, which includes cloud technology and widely used applications like WeChat [6].

俄罗斯总统普京（右）与总统新闻秘书佩斯科夫(2025年12月，莫斯科，Reuters） 围绕丹麦自治领地格陵兰岛，欧美之间的对立加剧，俄罗斯对此表示欢迎。俄方高官接连发 表煽动北大西洋公约组织分裂的言论。俄罗斯总统新闻秘书佩斯科夫1月19日称，如果美国总 统特朗普取得格陵兰岛，"将名留世界史"…… 围绕丹麦自治领地格陵兰岛，欧美之间的对立加剧，俄罗斯对此表示欢迎。俄方高官接连发 表煽动北大西洋公约组织（NATO）分裂的言论。俄罗斯总统新闻秘书佩斯科夫1月19日称， 如果美国总统特朗普取得格陵兰岛，"将名留世界史"。 欧美对立，对俄罗斯而言是削弱北约的良机 "跨大西洋联盟的崩塌。终于有了一个值得在达沃斯论坛讨论的话题"，1月17日，在特朗普表 示将对反对其取得格陵兰的欧洲8国加征关税后，俄罗斯总统特别代表德米特里耶夫在社交平 台X（原推特）上难掩喜色。 以挑衅性言论著称的俄罗斯联邦安全会议副主席梅德韦杰夫也发文讽刺称，"欧洲国家会以在 北约框架内防务为由，受到关税惩罚"。 围绕格陵兰的对立，对致力于削弱北约的俄罗斯而言是一次良机。试图以武力改变现状将降 低国际社会对美国的信任，也可能成为俄罗斯为其侵乌战争及单方 ...

日经汇总了日本65家上市零售企业2025年12月至2026年2月的营业利润预期，结果百货商场预计利润下 降24%。对于百货商场来说，中国游客一直是购买高档化妆品、手表和珠宝等商品意愿强烈的"优质客 户"…… 中国政府呼吁本国公民避免前往日本的举措正在直击日本百货商场的业绩。6家日本百货商场的2025年 12月～2026年2月营业利润预计将同比下降24%。业内普遍认为，中国游客减少的状况将长期持续，必 须开拓中国以外的客源，并通过加薪带动日本国内消费回暖。 大阪市的黑门市场以往总是挤满海外游客。自中国政府2025年11月中旬呼吁本国公民避免前往日本以 来，中国游客的身影明显减少。东京都内数一数二的旅游景点浅草寺也一样，来自欧美的访日游客十分 引人注目。往年12月～2月正值春节期间，是中国游客扎堆的时期，但今年的景象大不相同。 大阪市中央区的大丸百货心斋桥店 J Front社长小野圭一警惕地表示："中国呼吁谨慎赴日的影响很可能会长期持续"。中日之间的航班持续 减少，各百货商场对2025年12月～2026年2月的业绩预期持悲观态度。J Front因上年同期有准备金转 回，受其反作用影响，12月～2月的营业利润将同比 ...

高市早苗在记者会上宣布将解散众议院（1月19日，日本首相官邸） 围绕消费税减税，高市早苗提到已写入与维新会的联合执政协议，并称"这是我个人的夙愿"。 关于自民党与日本维新会的联合执政框架，高市早苗将胜利目标设定为"执政党获得过半数席 位"。她说："高市早苗是否继续担任首相，将由国民来决定。我将以自身作为首相的去留为 赌注"，强调这是一次选择政权的选举。 这是2024年10月以后1年零4个月以来再次举行的众议院选举。各党将争夺小选区289席和比 例代表176席，共465个议席。从众议院解散到投计票只有16天，是日本二战后最短的短期选 举决战。众议院议员的任期为4年，此次解散时议员的任期还没过半。 高市提出将推行"负责任的积极财政"措施和强化安全保障政策，并解释称："包括全新的经济 财政政策在内，将进行重要政策的大转型"。她同时强调："向国民正面提出政策，并堂堂正 正地接受是非评判，是民主主义国家领导人的责任"。 解散众议院导致2026年度预算案难以在年度内通过。高市早苗表示："可能需要编制临时预 算"。面对解散众议院会导致政策推进延后的批评，她反驳称："是在避免经济运营出现空 白、建立万全体制的前提下解散的"。 ...

Core Viewpoint - The article highlights a significant decline in container shipments from China to the United States, driven by escalating trade tensions and changing shipping patterns, with Southeast Asian countries like Vietnam experiencing growth in their shipping volumes [2][4][6]. Group 1: Container Shipping Trends - In 2025, container shipments from Asia to the U.S. decreased by 0.6% year-on-year, totaling 19.284 million TEUs [4]. - Shipments from China, which account for over half of the total, fell by 8.8% compared to the previous year [4][6]. - The share of Chinese shipments in the total from Asia to the U.S. dropped to 52.5%, a decrease of 4.7 percentage points from the previous year [6]. Group 2: Regional Performance - Southeast Asia saw an increase in shipping volumes, with Vietnam's shipments rising by 33%, surpassing South Korea to become the second-largest exporter in Asia [6][7]. - Thailand and Malaysia also reported growth in shipments, with increases of 12% and 57%, respectively [6]. Group 3: Impact of Trade Policies - The slowdown in shipments began after the announcement of large-scale reciprocal tariffs by the U.S. in April 2023, with a temporary recovery in May when tariffs were briefly lowered [6]. - However, this recovery was short-lived, leading to a decline in shipments for four consecutive months from September to December, with double-digit negative growth [6]. Group 4: Future Outlook - The demand for Southeast Asian shipping is expected to continue growing as the U.S. shifts its procurement sources away from China [7]. - The overall global container shipping volume is projected to exceed the previous year, with a 5% year-on-year increase reported from January to November 2025 [8]. - Despite the decline in shipments to the U.S., there has been an increase in logistics to Europe, Asia, and Africa [8].

东京大学教授冈部彻：（针对稀土，日本）就算采取了对策，也没有实际效果，完全没用。中国的低价 格具有压倒性的优势。日本政府需要拥有相当于全球一年需求量的储备。盟国遇到困难时可以借给他 们…… 随着中国政府强化两用物项对日本出口管制，外界对稀土也可能被纳入管制范围的担忧正在扩大。中国 作为稀土生产大国，形成了日本等其他国家在成本上无法竞争的局面。日本经济新闻就相关课题及今后 应采取的战略采访了熟悉稀土领域的东京大学教授冈部彻。 东京大学教授冈部彻 记者 ： 中国在稀土供应上为何如此强势？ 冈部彻 ：中国的矿石极其便宜且储量巨大。仅凭中国一国就足以供应全球。澳大利亚和美国也有优质 矿石，但中国的冶炼成本低，即使在澳大利亚开采，把矿石运到中国冶炼成磁铁原料反而更便宜。从商 业角度看，把业务交给中国是最划算的选择。 在1980年前后，美国几乎垄断了稀土生产。与日本和美国相比，中国环境法规较为宽松。在稀土处理过 程中会产生含有放射性铀和钍的废弃物以及含有重金属的酸和油。虽然现在中国也在强化环境法规，但 （中国已形成的优势）地位不会改变。 现在，中国正在大量生产（使用稀土磁铁的）纯电动汽车（EV）。以前，中国也需要出口市场 ...

2025年的出生人数低于此前最少的2023年的902万人，首次跌破800万人。 在中国，受1980年代计划生育政策的影响，很多家庭认为"一个孩子就足够了"。政府在 2016年和2021年分别允许生育第二胎和第三胎。地方政府也出台生育奖励政策，但仍无法扭 转少子化趋势。 日本经济新闻（中文版：日经中文网）盐崎健太郎 北京报道 2025年的出生人数低于此前最少的2023年的902万人，首次跌破800万人…… 1月19日，中国国家统计局公布的数据显示，2025年底的总人口为14亿489万人，比2024年 底减少339万人。总人口数连续4年下降。2025年的出生人数减少162万人，降至792万人， 刷新了1949年建国以来的新低。 在天坛公园散步的老人（2025年3月，北京） 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 视频号推荐内容： ...

Core Viewpoint - The article discusses the potential impact of Japan's political environment on the Bank of Japan's (BOJ) interest rate decisions, particularly in light of the upcoming House of Representatives election and the implications of a possible dissolution of the House in January 2025 [2][4]. Group 1: Political Environment and BOJ Actions - The BOJ typically avoids taking action before national elections to maintain its independence and avoid political interpretations of its policies [4][5]. - The decision to dissolve the House of Representatives in January 2025 could create a favorable environment for the BOJ to raise interest rates in June or July, as it would eliminate concerns about overlapping election schedules [5][7]. - Historical patterns indicate that the BOJ has never changed its policy right before a House election since the current Bank of Japan Act was implemented in 1998 [4]. Group 2: Interest Rate Predictions - The likelihood of an interest rate hike in June or July 2025 is supported by the expected outcomes of spring labor negotiations, which will clarify wage increases [5]. - Market predictions suggest a 28% probability for a rate hike in June and a 30% probability in July, totaling nearly 60% [5]. - There is a possibility that the BOJ may need to raise rates earlier if the yen depreciates significantly due to political factors, particularly if inflationary pressures increase [7]. Group 3: Historical Context - The article draws parallels between the current situation and the past, specifically referencing the January 1990 dissolution of the House and subsequent interest rate hikes by the BOJ [8][9]. - In 1990, the BOJ raised rates in March following a similar political scenario, suggesting that the current environment may allow for similar actions post-election [9].

Group 1 - The total trade volume between China and North Korea in 2025 increased by 26% year-on-year, reaching $2.73487 billion, recovering to levels similar to those before the COVID-19 pandemic in 2019 [2][4] - In 2025, China's exports to North Korea grew by 25% year-on-year, amounting to $2.29469 billion, while imports from North Korea increased by 27%, totaling $440.18 million [4] - The growth in exports from China to North Korea was particularly notable in medical-related products, coinciding with the completion of several large hospitals in Pyongyang, which are considered key projects [4][5] Group 2 - In 2025, every month saw a year-on-year increase in trade between China and North Korea, contrasting sharply with 2024, where 11 out of 12 months experienced negative growth [4] - The rapid improvement in China-North Korea relations in 2025 is marked by a significant increase in trade, reversing the cooling trend observed in 2024 due to North Korea's deepening military cooperation with Russia [2]

本调查由AI工具平台美国OpenRouter和美国风险投资公司a16z汇总。衡量以中美为中心的AI 模型的输入输出量，算出了AI利用的份额。 DeepSeek和Qwen（千问）等中国的开源模型开始普及 中国企业开发的生成式AI在2025年11月的全球市场份额约为15%，与1年前的1%相比大幅 增长。据称中国企业的AI模型的4成被用于编程和设计等高级业务。日本企业开发AI时也在用 中国的开源模型…… 中国企业开发的生成式AI的利用正在扩大。以2025年1月备受瞩目的DeepSeek为首，向外部 公开技术的开源模型崛起。中国企业开发的生成式AI在2025年11月的全球市场份额约为 15%，与1年前的1%相比大幅增长。作为日本AI开发基础的存在感也将提高。另一方面，日 本对中国生成式AI过度依赖的风险也浮出水面。 日本企业开发AI时也在使用中国的开源模型。 在AI模型评分中，在日本企业开发的前10个模型中，包括新兴的ABEJA的模型在内，有6个 是以DeepSeek 和Qwen为基础开发的。日本国立情报学研究所（NII）的日本国产AI开发项 目"LLM-jp"也把Qwen用于整理学习数据。 日本开发AI时依赖海外开 ...