Core Viewpoint - The article highlights that April saw a record high in the number of tourists visiting Japan, with a significant increase of 43.4% in visitors from mainland China compared to previous months [1] Group 1 - The total number of visitors to Japan in April reached a new monthly high, indicating a strong recovery in the tourism sector [1] - The increase in mainland Chinese tourists is a key driver of this growth, reflecting a rebound in travel demand post-pandemic [1] - The article emphasizes the importance of the Chinese market for Japan's tourism industry, as it contributes significantly to overall visitor numbers [1]

"我想感谢总统所做的一切"，访问美国首都华盛顿的英伟达的首席执行官(CEO) 黄仁勋4月底 与特朗普总统并肩露面，他对特朗普吸引对美国投资的姿态表示赞赏。 英伟达通过构建开发环境等软件平台，吸引开发者，从而确立了遥遥领先的地位。如果华为 能够打造一个不依赖于英伟达AI芯片的自主的生态系统，那么双方在第三国成为强劲对手的前 景也将变得越来越接近于现实。 黄仁勋此前一直与政治保持距离。但在最近几个月里，他迅速接近美国政府。熟悉英伟达应 对政府等涉外工作的员工表示："如果是以前的话难以想象，但现在只能尝试与美国政府建立 关系"。让英伟达的态度明显改变的背后是对正在崛起的华为的焦虑。 华为于4月推出了新款AI服务器"CloudMatrix 384"。该服务器大量装载自主的AI芯片"昇腾 910C"。采取的战略是以降低电力效率为代价，凭借规模来弥补每张芯片在性能上相比英伟 达的不足。此前，搭载中国产AI芯片的服务器性能较低。英伟达按照美国政府的规定，只能向 中国市场投放性降低性能的产品。即便如此，中国的AI企业仍然在购买英伟达的产品。 然而，华为的新AI服务器有可能会改变这种局面。美国半导体行业分析公司Semi Ana ...

Core Insights - Japan's exports to the US in April amounted to 1.7708 trillion yen, a decrease of 1.8%, marking the first decline in four months, potentially influenced by the tariffs initiated by the Trump administration [1] - The export value of automobiles from Japan to the US was 513 billion yen, down 4.8%, although the export volume increased by 11.8% to 125,817 units, continuing a four-month growth trend [1] - Japan's trade surplus with the US reached 780.6 billion yen, an increase of 14.3%, continuing a four-month growth streak [2] Summary by Sections Exports to the US - In April, Japan's total exports to the US were 1.7708 trillion yen, down 1.8% year-on-year, the first decline in four months [1] - The automobile export value was 513 billion yen, a decrease of 4.8%, while the export volume rose by 11.8% to 125,817 units [1] - Steel exports fell to 18 billion yen, down 29.0%, with a volume decrease of 20.3% [1] Imports from the US - Japan's imports from the US in April totaled 990.2 billion yen, a decrease of 11.6%, primarily due to reduced imports of high-priced and volatile items like aircraft [2] - Liquefied natural gas (LNG) imports dropped by 50.7%, and coal imports decreased by 43.8% [2] Overall Trade Balance - Japan recorded a trade deficit of 115.8 billion yen in April, the first deficit in three months, with exports growing by 2.0% to 9.1571 trillion yen and imports decreasing by 2.2% to 9.273 trillion yen [2] - Exports of semiconductor electronic components, food, and pharmaceuticals increased, while coal and crude oil imports decreased [2] - Coal import volume fell by 8.9%, with a value decrease of 38.6%, while crude oil import volume increased by 0.2%, but the value decreased by 10.1% [2]

Core Viewpoint - The U.S. International Trade Commission (ITC) has determined that the prices of solar photovoltaic (PV) panels imported from four Southeast Asian countries, including Vietnam and Thailand, have been improperly suppressed, leading to the imposition of countervailing and anti-dumping duties on these imports [1]. Group 1: ITC Findings - The ITC's final ruling on May 20 confirmed that "crystalline silicon photovoltaic cells" imported from Vietnam, Thailand, Cambodia, and Malaysia are sold at prices below fair value due to government subsidies [1]. - The U.S. Department of Commerce is expected to initiate countervailing and anti-dumping duties within a week, with varying rates for each country and company [1]. Group 2: Duty Rates - The highest combined duties for Cambodian companies will exceed 650%, while some companies are classified as local entities of Chinese firms, with rates for Cambodian companies potentially exceeding 3400% [1]. - Since 2022, the U.S. has applied a special exemption for duty-free imports of solar power-related products from these four countries, which is set to expire in June 2024 [1]. Group 3: Background and Investigation - The investigation into the imposition of countervailing and anti-dumping duties began under the Biden administration, with the ITC making a preliminary determination in June 2024 that "improper dumping behavior" exists [1].

尤其是从银行获取中长期资金的动向放缓。企业借入的中长期资金同比减少了39%，连续三个月呈负增 长。4月的民间投资仅增长0.2%，由于经济前景不明，民营企业的投资增长乏力。 房贷和车贷占据大半的家庭中长期资金也减少了26％。1～4月新建住宅销售面积同比减少2.1％。由于 买家减少，价格下跌，因此降价期待增强，观望情绪蔓延。 中国人民银行降息的效果难以预测。上次于2024年10月下调LPR之后的同年11月和12月，新增贷款额同 比持续负增长。此次虽然中美将额外关税下调了115％，根据90天的磋商，仍有可能再次出现关税报复 等情况。 降息也对银行的贷款利率构成下行压力。由于内需停滞，银行的新增贷款疲软，反映银行盈利能力的净 息差不断缩小。国家金融监督管理总局的数据显示，截至2025年3月，商业银行总体净息差为1.43％， 刷新历史最低纪录。 这一数值低于银行业界团体"市场利率定价自律机制"在确保经营健全性方面所设定的警戒线。银行盈利 能力下降会导致不良债权处理难度提高。 企业和家庭的资金需求依然疲软，4月人民币新增贷款金额同比下降了62%。银行正在通过降低存款成 本来提高盈利能力。中国工商银行、中国建设银行、中国农 ...

Core Viewpoint - Toyota has announced a comprehensive upgrade of its RAV4 SUV, introducing the sixth generation with a focus on hybrid and plug-in hybrid models, while eliminating gasoline versions altogether [1][3]. Group 1: Product Features - The new RAV4 will be equipped with Toyota's self-developed onboard operating system "Arene" for the first time [1][3]. - The plug-in hybrid (PHV) version will have an increased electric-only range of 150 kilometers, up from the previous 95 kilometers [3]. - The RAV4 will be available in both hybrid (HV) and plug-in hybrid (PHV) variants, with a planned launch in Japan within the 2025 fiscal year [1][3]. Group 2: Market Performance - In 2024, the global sales target for RAV4 is set at 1.1 million units, accounting for 10% of Toyota's total global sales, which includes Lexus, projected at 10.15 million units [3]. - The RAV4 ranks third in sales among various models in the U.S. market for 2024, following Ford's F-Series and Chevrolet's Silverado [3]. Group 3: Historical Context - The RAV4 was first introduced in 1994 with the concept of being a vehicle suitable for both outdoor adventures and urban driving, making it a versatile SUV [3].

日本农相江藤拓（中）进入首相官邸（21日上午） 江藤在众议院宫崎2区选出，8次当选众议员。在安倍政权下的2019年也曾担任农相。作为在 2024年10月的众议院选举中落选的小里泰弘的继任者，在2024年11月启动的第二届石破内 阁中再次就任农相。 农相江藤拓18日在演讲中发言称，"我没有买过大米。因为支持者们送了很多，我家的食品库里简直多 到可以拿去卖"。在日本民众苦于米价上涨的局面下，这一发言受到广泛批评…… 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。 日本农相江藤拓5月21日在首相官邸向首相石破茂提交了辞呈。江藤18日在佐贺市的演讲中表示"没有买 过大米"，招致批评。石破计划起用自民党前选举对策委员长小泉进次郎作为继任者。 这是石破内阁自2024年10月上台以来首次在事实上撤换阁僚，在夏季的参议院选举来临之 际，撤换阁僚对政权运作造成打击。 江藤在与石破会面后，在首相官邸向记者表示辞呈已被受理。江藤道歉称"国民苦于大米价格 上涨，而我作出了极其不恰当的发言。希望向国民道歉"。 他还表示，"在必须降低米价的情况下，国民的信赖是不可或缺的。我认为，如果损害了信 赖，那么辞职对国民 ...

各国将讨论调整的是从海外进口低于一定金额的产品时免除关税和消费税的制度。有看法认为，近年来 中国的"Temu"和"SHEIN"等跨境电商网站利用这一制度扩大了销路。主要国家的国内商家认为不公平的 意见强烈…… 主要国家已开始废除或缩小小额进口商品的免税措施。这是因为来自中国的电商从业者利用免税制度发 动低价攻势，这些国家的国内商家认为不公平的意见强烈。填补漏洞需要国际合作，本周的七国集团 （G7）财长和央行行长会议也可能讨论这一问题。 各国将调整的是从海外进口低于一定金额的产品时免除关税和消费税的制度。借用意为"小事"的拉丁 语，称之为"De Minimis Rule"。原本的目的是减轻进口运营商的事务性工作和海关的通关工作。 有看法认为，近年来中国的"Temu"和"SHEIN"等跨境电商网站利用这一制度扩大了销路。因为如果免除 消费税和关税，就能以更便宜的价格向消费者提供商品。 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 ongoing high tariffs between the US and China are likely to exacerbate shortages of daily necessities in the US, while also negatively impacting China's economy due to declining export revenues [1][3]. Group 1: Export Trends - In April, China's exports to the US saw significant declines across various categories, with smartphones down 70%, game consoles down 45%, and thermos bottles down 40%, leading to an overall export decrease of 21% [2]. - The decline in exports is particularly pronounced in household appliances and daily necessities, which are heavily reliant on Chinese imports, accounting for 80-90% of the US market [1][2]. Group 2: Tariff Impact - The US and China agreed to lower tariffs by 115% on May 14, but the current tariff rates remain higher than those before the Trump administration [1][3]. - If high tariffs persist, there is a risk of further shortages and price increases for daily goods in the US, which could lead to a significant economic impact on China as well [3][4]. Group 3: Economic Projections - Estimates suggest that if the current 30% tariffs remain in place, China's exports to the US could decrease by 30% over the next two years, potentially lowering China's GDP by approximately 0.9% [4]. - The high tariff burden may squeeze corporate profits, reduce equipment investment, and lead to job losses in China, contributing to an overall economic slowdown [3][4].

日经GO 中国人酒驾撞人事件引发日本商讨收紧外国驾照换领 原创 阅读全文 ...