日经GO 日本的外国人"特定技能"新增3行业 原创 阅读全文 ...

Core Viewpoint - The article discusses the economic imbalance between the US and China, highlighting the need for rebalancing trade and currency issues to prevent a potential economic crisis similar to the Lehman Brothers collapse. Group 1: Economic Imbalance - The US trade deficit reached $1.21 trillion in 2024, increasing 1.6 times over the past decade [4] - The US external debt has grown to $27 trillion, quadrupling over 20 years, indicating a reliance on foreign borrowing to cover fiscal deficits of $1.8 trillion annually [4] - The US is experiencing a shift in its international financial standing, with interest payments exceeding $1 trillion annually, surpassing the defense budget of approximately $900 billion [4] Group 2: US-China Relations - The US and China have agreed to reduce tariffs by 115% to address economic distortions and work towards rebalancing [1] - China's manufacturing sector accounts for a quarter of its GDP, and reducing production capacity could lead to significant unemployment [5] - China's investment in the US has halved since the peak due to the aftermath of the Lehman crisis, with a shift towards the Belt and Road Initiative [5] Group 3: Currency and Trade Issues - The US has historically pressured Japan to rebalance its international payments, leading to the Plaza Accord, which resulted in the appreciation of the yen [6] - The concept of "double deficits" in the US is causing a continuous outflow of dollars, with the money supply growing 5.4 times since 2020, raising concerns about global asset bubbles and the credibility of the dollar [6] - The recent imposition of reciprocal tariffs has led to declines in the stock market, currency, and bonds, highlighting the challenges in maintaining dollar liquidity [6]

Core Viewpoint - Nissan is undergoing significant restructuring due to poor performance, which includes closing domestic factories and laying off approximately 20,000 employees globally, representing 15% of its workforce [1][2]. Group 1: Factory Closures and Production Capacity - Nissan plans to close some of its five factories in Japan to address overcapacity and reduce costs, with specific factories to be determined later [1]. - The total production capacity of Nissan's Japanese factories exceeds 1 million units, but the utilization rate is only 56.7% in 2024, significantly below the breakeven point of 80% [1][2]. Group 2: Workforce Reduction - The company has increased its global workforce reduction plan from 9,000 to approximately 20,000 employees due to ongoing poor performance [2]. - The layoffs are part of a broader strategy to rebuild operations, particularly in North America and China, where sales have been weak [2]. Group 3: Financial Performance and Losses - Nissan anticipates a potential loss of up to 750 billion yen for the fiscal year ending March 2025, prompting a reassessment of asset values and a significant impairment charge exceeding 500 billion yen [3]. - The company has also decided to cut growth investments, including abandoning plans for a battery plant in Kitakyushu, prioritizing cash preservation instead [3].

Core Viewpoint - The article discusses the ongoing trade negotiations between the U.S. and China, highlighting key issues such as trade conditions, currency exchange rates, and the U.S. fiscal situation as primary factors contributing to the U.S. trade deficit with China [1][2]. Group 1: Trade Conditions and Negotiation Challenges - U.S. Treasury Secretary Bessent indicated that trade conditions, currency exchange rates, and the U.S. fiscal situation are the main reasons for the trade deficit, predicting that "trade conditions" will be a core topic in future negotiations [2]. - The article emphasizes that the 90-day "truce" period aims to stabilize financial markets and avoid economic damage, but the complexity of negotiations is acknowledged, with past experiences suggesting that such discussions typically require over a year [3]. Group 2: Import Expansion and Previous Agreements - The U.S. is seeking to expand imports of American products from China, with Bessent suggesting a potential purchase agreement to correct the trade deficit. Previous commitments from China to increase imports by over $200 billion have not been met, leading to calls for new targets [4]. - Experts believe that revising the agreements made during the Trump administration could serve as a starting point for current negotiations, although achieving a consensus within the 90-day timeframe remains challenging [4]. Group 3: Political Dynamics and Future Implications - President Trump has indicated the possibility of significantly raising tariffs if negotiations fail, using this as leverage against China. This has implications for various industries, particularly in Japan and South Korea, which are watching the negotiations closely [5]. - The article notes that past negotiations nearly broke down due to differing expectations, and while there is a temporary easing of tensions, the potential for renewed high tariffs remains if progress is not made [6].

Core Viewpoint - The senior chairman of Charoen Pokphand Group, Dhanin Chearavanont, emphasizes that while the high tariff policies of the Trump administration have negative impacts, they also present significant business opportunities for Japanese companies to enhance local production in the U.S. [1] Group 1 - Charoen Pokphand Group operates in various sectors including food, pharmaceuticals, and finance across more than 20 countries, including the U.S. and China [1] - The chairman asserts that food production in the U.S., which is a core business for Charoen Pokphand, is not affected by high tariffs [1] - The U.S. market is characterized by its large scale, abundant raw materials, and low electricity costs, which can be leveraged by Japanese high technology to reduce local production costs and achieve substantial profits [1] Group 2 - During his visit to Japan, the chairman attended an event focused on startups, expressing interest in potential collaborations and investments [2] - He critiques Japanese companies for their slow decision-making processes and conservative risk attitudes, advocating for simultaneous support for the cultivation of entrepreneurs [2] - The chairman expresses hope that Japan, with its economic and technological strength, will invest in ASEAN to support its development, especially as the credibility of the U.S. as a global leader declines [2]

Group 1 - Overseas investors net purchased Japanese stocks and bonds exceeding 8 trillion yen in April, marking the highest level since 2005 [1] - The influx of investment into Japan is attributed to increasing distrust in the U.S. due to Trump's tariff policies and market chaos [2] - The net purchase of long-term bonds reached 4.54 trillion yen, while net purchases of stocks and investment funds amounted to 3.67 trillion yen [1] Group 2 - The Nikkei average rose to around 36,000 points by the end of April, indicating resilience in Japanese stocks [2] - Japanese government bonds are becoming increasingly attractive as their undervaluation is recognized amid rising interest rates [2] - The appreciation of the yen against the dollar was only 0.1%, suggesting that funds are flowing to other countries as well [2]

日经GO 去世博会不做攻略能玩好吗？ 原创 阅读全文 ...

中国商务部也于5月12日发表发言人谈话，表示"。这一举措符合两国生产者和消费者的期待，也符合两 国利益和世界共同利益"，敦促美国继续磋商，纠正单方面的关税。 中美两国政府在12日发表的联合声明中表示已确立中美磋商机制。双方同意今后将在美国、中国或瑞士 等第三方国家轮流进行磋商。 贝森特表示"如果具有磋商机制，也许就能避免(报复战)"。 美国中西部俄亥俄州的一家纸牌游戏店新增了3120美元的关税。虽然支持美国总统特朗普，但要求叫停 关税，起诉了政府。中国也同样面临关税带来的痛苦。在90天的"停战期",磋商能进展到什么程度成为 焦点…… 中美两国政府对暂时停止超过100%的高关税达成协议。两国一直保持强硬态度，但突然转变态度，缓 和紧张局势，优先考虑避免对两国实体经济的打击。 "我们已得出结论，两国对脱钩和由于公平贸易的分歧进行大量(报复性措施的)博弈都没有兴趣"，美国 财政部长贝森特5月12日在瑞士日内瓦举行的记者会上如此强调。 中国副总理何立峰（左）与美国财长贝森特（右） 在磋商之前，特朗普政府的官员们一再强调此次会谈的目的是"缓解紧张局势"。之所以从强硬路线转变 为重视对话，是因为目前异常的报复战"不可能持 ...

编者荐语： 日经中文网"开设了"日经BP精选"栏目。日经BP是日本经济新闻社媒体集团的一员，成立于1969年。作 为日本领先的B2B媒体公司，聚焦经营管理、专业技术及生活时尚三大主要领域。敬请读者关注。 以下文章来源于日经BP ，作者日经BP 日经BP . 像DeepSeek这样的新AI（人工智能）技术的出现，不仅影响AI行业，还可能对半导体行业产生重大影 响。半导体行业产生危机意识，担忧AI半导体的设计和开发没有跟上AI的快速进步。为了打破这种局 面而在AI半导体领域引入新思维和开发方法的氛围正在加强。 研究人员对DeepSeek-R1保持冷静 中国DeepSeek（深度求索）于2025年1月发布的大语言模型（LLM）"DeepSeek-R1"据报道以低成本实 现了高性能，引发了全球热议。由于"AI半导体需求可能会减少"的预期，发生了以美国英伟达 （NVIDIA）为代表的AI半导体企业股价下跌的现象。 但是，专家的看法有所不同。在日本欧姆龙研发子公司OMRON SINIC X 担任Vice President for Research （研究副总裁）的AI研究人员牛久祥孝将DeepSeek-R1称为"为数众 ...

Group 1 - The international price of thermal coal is experiencing a sharp decline, with the spot price of high-quality coal at Newcastle, Australia, dropping to around $95 per ton, significantly lower than the peak of over $400 during the Ukraine crisis in 2022 [1][2] - China's focus on energy security has led to increased domestic coal production and relaxed import restrictions, resulting in a record domestic coal output of 4.76 billion tons in 2024, accounting for over 50% of global supply [2] - Despite the short-term market weakness, long-term futures markets are showing signs of price increases, with the October 2026 contract for Australian coal futures priced at around $126 per ton, 30% higher than recent contracts [2][3] Group 2 - The global decarbonization trend and financial institutions withdrawing investments are making new coal mine developments increasingly difficult, leading to a decrease in interest from mining companies [3] - The current low prices are negatively impacting the profitability of small and medium-sized mining operators, potentially accelerating coal mine closures [3] - Major players like Glencore are gaining market presence as competitors withdraw, with predictions that the average coal price over the next decade will be higher than in the past decade due to market concentration [3]