主题为"充满考验的世界，迎难而上的亚洲"。孟加拉国临时政府的首席顾问穆罕默德·尤努斯、柬 埔寨首相洪玛奈等约40名来自各国的政府首脑、部长级官员、专家学者及企业高管等出席，发表 演讲或参加小组讨论…… 孟加拉国临时政府首席顾问穆罕默德·尤努斯在日经论坛"亚洲的未来"上演讲（5月29日，东京） 孟加拉国临时政府首席顾问穆罕默德·尤努斯于5月29日上午在东京都千代田区举行的第30届日经 论坛"亚洲的未来"上发表演讲。针对全球日益加剧的不确定性表示："我们需要将思维方式从追求 个人利益转向实现集体幸福"。 尤努斯指出："我们正处于历史的转折点，未来世界的面貌将取决于我们现在作出的选择"。他强 调，亚洲各国要实现和平，必须超越空谈，制定具体的解决方案。 尤努斯还表达了对加入东联盟（ASEAN）的积极意愿，并表示"这是最佳战略的结论"。以欧盟 （EU）为参照，他提出目标是在成员国之间实现免签自由流动及跨境商业活动。 2024年8月，孟加拉国爆发反对专制色彩日益浓厚的前首相哈西娜的反政府运动，导致哈西娜政 权倒台。其后，尤努斯就任临时政府领导人，负责领导国家直到举行新一轮大选并建立正式政 权。 第30届日经论坛"亚洲的未 ...

特朗普4月启动的"对等关税"被美国国际贸易法院认定为超越总统权限（Reuters） 这是对第二任特朗普政府关税政策的首个司法判决。法院命令停止执行的关税包括"对等关税"， 以及以打击非法药物为名，对加拿大、墨西哥、中国等国加征的额外关税。 这些关税均基于《国际紧急经济权力法》（IEEPA），由特朗普总统以宣布国家紧急状态为前 提，通过总统权限启动。 根据判决书，法院裁定总统无权在全球范围内征收关税，指出"IEEPA并未赋予这一权限"。法院 表示特朗普依据IEEPA启动关税政策"超出了总统被赋予的权限"。法院认定这一系列关税无效， 命令政府"永久停止"相关措施。 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。 法院认为示特朗普关税政策"超出了总统被赋予的权限"。美国白宫发言人5月28日表示：决定如何 应对紧急事态并不是由未经选举产生的法官来做的。政府将运用一切行政权力来应对这一危机， 重振美国的伟大…… 日经中文网 https://cn.nikkei.com 针对美国中小企业等以特朗普关税违反宪法为由提起的诉讼，美国国际贸易法院5月28日裁定， 对特朗普关税发出停止执行的命令。法院认定 ...

Core Viewpoint - The U.S. State Department has begun canceling visas for certain Chinese students, particularly those linked to the Chinese Communist Party or involved in significant research areas, as part of efforts to prevent high-end technology from flowing to China, which is seen as a competitor in military, economic, and technological fields [1][2]. Group 1 - The U.S. State Department is collaborating with the Department of Homeland Security to enhance scrutiny of all visa applications from mainland China and Hong Kong, indicating a shift in review standards [2]. - The trend of "U.S.-China decoupling" is increasingly affecting the academic sector, reflecting heightened tensions in the high-tech domain [2]. - The number of Chinese students in the U.S. peaked at 370,000 in the 2020 academic year but has since declined, with an estimated 280,000 expected for the 2024 academic year, representing about 25% of the total international student population in the U.S. [2]. Group 2 - The Trump administration previously restricted visa issuance to Chinese students under the pretext of technology leakage, and this trend appears to be continuing under the current administration [2]. - Harvard University was notified by the government to suspend its eligibility to accept international students, with accusations of fostering violence and anti-Semitism on campus [2][3]. - Universities in the U.S. must obtain certification from the Student and Exchange Visitor Program (SEVP) to enroll international students, and losing this certification would prevent them from issuing necessary visa application documents [3].

< 订正 > 日经中文网于 5 月 14 日刊登的报道《中国智能家电在日本提升影响力》中，将 " 欧珀 （ OPPO ）的销售代理店 OGA Japan" 错误表述为了 " 欧珀（ OPPO ）的日本法人 OPPO Japan" ，现对这一错误加以订正。（ 2025 年 5 月 29 日） 中国家电企业正在日本的智能家电市场上提高存在感。中国最大的智能手机企业小米在埼玉县的 两个地方开设了日本首批实体店。中国手机企业欧珀（OPPO）的销售代理店OGA Japan（东京 都中央区）向日本市场投放了中国大型电视企业创维（SKYWORTH）制造的无内置调谐器（电 视信号接收器）的液晶智能电视。除了基于全球规模的采购能力而实现的性价比之外，这些中国 企业还在以连接互联网的智能功能为核心开拓日本的家庭消费者。 小米的日本首家实体店"Xiaomi Store AEON Mall浦和美园店"(埼玉市) 小米在日本开设了首批除手机外还销售互联家电实体店。除了以往的性价比之外，中国企业正在 以智能功能为核心开拓日本的家庭消费者。不过，智能家电等产品在日本的拥有率目前仅为 10%…… 小米日本法人的副社长郑彦对开设实体店表示，" ...

Core Viewpoint - Japan's economic structure has remained heavily reliant on the automotive industry since 1985, with ongoing challenges in transitioning to a demand-driven economy despite efforts outlined in the "Maekawa Report" [1][4]. Group 1: Economic Structure and Policy - The "Maekawa Report" emphasizes the need for Japan to shift from an export-driven economy to one that is more focused on domestic demand, highlighting the importance of flexible monetary policy to stabilize both internal and external currency values [1][4]. - Following the Plaza Accord in 1985, Japan's economic strategy has been centered around internationalization and economic openness, as evidenced by the privatization of NTT, which marked a significant deregulation milestone [2]. Group 2: Market Performance and Challenges - NTT's stock, which became the world's most valuable upon its 1987 listing, failed to produce globally competitive IT products, with the introduction of the iPhone in 2007 marking a significant shift in the mobile market that Japan could not capitalize on [2]. - Japan's trade structure remains largely unchanged, with automotive exports constituting 17% of total exports in 2024, a slight decline from 19% in 1985, indicating persistent reliance on this sector [2]. Group 3: Labor Market and Entrepreneurship - Japan's labor market remains closed, with a low entrepreneurship rate of 3.1%, significantly below the U.S. (11.6%) and the U.K. (11.5%), which hinders the attraction of foreign investment [3]. - Despite the introduction of the Equal Employment Opportunity Law in 1985, progress in integrating women into the workforce has been slow, with Japan ranking 118th out of 146 countries in the Global Gender Gap Index [3]. Group 4: Monetary Policy and Exchange Rates - The Bank of Japan's recent publications on monetary policy and exchange rates indicate a shift in internal dynamics, suggesting a reevaluation of the relationship between monetary policy and currency management [3].

以下文章来源于FT中文网 ，作者刘远举 FT中文网 . 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。 小米的新款EV"SU7 Ultra"（Reuters） 命运的馈赠，早已暗中标好了价格。更戏剧性的是，这馈赠来得快，消失得也快。 文丨FT中文网专栏作家 刘远举 阅读更多内容请点击下方" 阅读原文 " （本文由FT中文网提供） 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。 雷军现在的烦心事挺多。先是小米车祸，然后是小米出事率高，接下来是小米车主要求退 订，小米保险杠变形。 技术性地解决这些问题都不难，无非是成本问题。不过这些烦恼其实都是表象。表象之下， 最根本的是小米造车一开始的思路可能就有问题。某种程度上，小米已经意识到这一点，这 也是为什么小米高管会说，退订会直接造成小米汽车崩塌。当然小米的这位高管随后否认了 这个 ...

Core Viewpoint - As a result of increased production by Chinese companies, the market conditions have deteriorated, prompting Asahi Kasei to exit four specific businesses, including acrylic resin and its raw material MMA [1] Group 1: Business Exit and Restructuring - Asahi Kasei announced the decision to exit four businesses, including MMA (methyl methacrylate), acrylic resin, SB latex, and CHMA (cyclohexyl methacrylate) [1] - The production of these products will gradually cease between March 2026 and September 2027, with sales expected to stop by the end of the same year [1] - The company will incur approximately 25 billion yen in structural reform costs, which will be recorded as special losses in the financial report for March 2026 [1] Group 2: Workforce Management - The 190 employees at the Kawasaki manufacturing site will be reassigned to other positions within the facility [1]

Core Viewpoint - The trade volume between ASEAN, China, and the Gulf Cooperation Council (GCC) is on the rise, with a projected total trade volume of $943.9 billion in 2024, approximately double that of ASEAN's trade with the United States, which stands at $472.7 billion [1][3]. Group 1: Trade Dynamics - ASEAN has invited China to participate in its economic summit with the GCC, marking a significant step in enhancing regional trade and economic cooperation [1][2]. - The trade volume between ASEAN and the GCC has increased significantly, with a total increase of $4.142 billion since the first term of the Trump administration, surpassing the $2.375 billion increase in trade with the United States [3]. - The combined GDP of ASEAN, GCC, and China accounts for over 20% of the global total, with a population of approximately 2.15 billion, indicating a substantial market potential [3]. Group 2: Geopolitical Context - The protectionist policies of the Trump administration have led to a shift in trade dynamics, prompting ASEAN to seek alternative markets outside the U.S., particularly focusing on China and the GCC [2][3]. - The ASEAN chair, Malaysia's Prime Minister Anwar, emphasized the historical and enduring connections among the three regions, highlighting the potential for a stronger and wealthier future through collaboration [2]. - Japan's influence in Southeast Asia may decline as ASEAN strengthens ties with China and the GCC, with trade figures showing a growing disparity between Japan and China in the region [5].

Core Viewpoint - The Japanese government is implementing a new strategy to release reserve rice directly to retailers in order to stabilize rice prices, aiming for a target price of 2000 yen for 5 kilograms, amidst rising consumer dissatisfaction and approaching elections [1][4]. Group 1: Government Actions and Strategies - The Japanese government has released reserve rice three times, totaling 310,000 tons, but this has had minimal impact on retail prices [2][3]. - The new mechanism bypasses traditional bidding and middlemen, allowing the government to set prices and directly supply rice to retailers, which is expected to expedite delivery to consumers [3][4]. - A dedicated team of approximately 500 personnel has been established to focus on achieving the target price of 2000 yen for 5 kilograms of rice [1]. Group 2: Market Conditions and Price Trends - The average retail price of rice reached a historical high of 4285 yen for 5 kilograms, reflecting a 0.4% increase from the previous week [1]. - The rice supply chain has faced delays, preventing rice from reaching retailers and consumers effectively, which has contributed to rising prices [3]. - The government is also covering transportation costs from storage facilities to retailers to control distribution expenses [3]. Group 3: Political Implications - The Prime Minister has emphasized the need to control rice prices within the 3000 yen range, indicating the political pressure surrounding this issue [4]. - Public opinion shows a 34% approval rating for the current administration, with 65% of respondents expressing hope for the new agriculture minister's efforts to stabilize rice prices [5]. - The upcoming Senate elections are critical, as the government's ability to manage rice prices will significantly influence its political standing [5].

Core Viewpoint - The article discusses the potential risks and implications of the U.S. dollar losing its status as the world's reserve currency, particularly in the context of the proposed "Plaza Accord 2.0" aimed at curbing the dollar's excessive appreciation and its impact on U.S. trade deficits [1][2][3]. Group 1: Dollar's Status and Economic Implications - The U.S. dollar is widely used internationally, leading to increased demand and a higher exchange rate, which in turn reduces export competitiveness and often results in trade deficits [1][2]. - The concept of "Triffin's Dilemma" is highlighted, indicating that the U.S. must supply dollars abroad to maintain its reserve currency status, which creates a paradox of needing to run trade deficits while also facing pressure from a strong dollar [2][3]. - The scale of the U.S. trade deficit has significantly increased, from $120 billion in 1985 to an estimated $1.2 trillion in 2024, while the fiscal deficit has grown from $210 billion to $1.8 trillion, indicating a worsening of the dual deficit situation [3]. Group 2: Proposed Solutions and Market Reactions - The "Plaza Accord 2.0" is proposed as a collaborative effort among multiple countries to manage currency values and prevent the dollar from over-appreciating, reflecting a shift from free trade to protectionism under the current U.S. administration [2][3]. - A secret meeting involving major financial institutions and the White House's economic advisor Stephen Miran suggests a growing concern over the volatility of the U.S. financial markets and the potential for significant economic instability [2][3]. - The article notes that the U.S. is increasingly relying on tariffs and protectionist measures, which may ultimately undermine the dollar's value and the U.S.'s credibility as a stable economic leader [4][5]. Group 3: National Security and Economic Stability - The article emphasizes the inseparable link between the dollar's status as a reserve currency and U.S. national security, suggesting that a strong dollar can weaken U.S. manufacturing and export competitiveness, thereby posing risks to national defense [4]. - The notion that the U.S. may no longer have the capacity to protect its allies and maintain the dollar's value is raised, indicating a shift in global economic dynamics and potential challenges to U.S. hegemony [4][5]. - The recent downgrade of the U.S. credit rating by Moody's reflects growing concerns about the sustainability of U.S. fiscal policies and the potential for a loss of confidence in the dollar [4].