Workflow
日经中文网
icon
Search documents
日美关税谈判可能要卡在“汽车”上
日经中文网· 2025-05-04 05:13
出席围绕关税的日美部长级谈判的双方人员,右起:日本经财相赤泽亮正、美国财长贝森特、商务部长卢特尼克等人(5月1日,华 盛顿) 围绕日美关税谈判,美国提出的框架协议案中,并未包括取消针对汽车等品类的个别关税,这使得该内 容在现阶段无法被日本接受。日美双方均将汽车产业视为核心产业,特朗普尤其执着于汽车产业…… 在日美两国政府进行的关税谈判中,成为最大障碍的是被双方均视为核心产业的汽车。在5月1日(日本 时间2日)于美国首都华盛顿举行的第二轮日美部长级谈判中,日本再次要求取消关税措施,但特朗普 政府在汽车问题上的立场依然强硬,双方要达成协议仍面临重重困难。 日本首相石破茂在接受经济财政再生相赤泽亮正汇报磋商情况后,于首相官邸向媒体表示:"我被告知 这是一场非常积极且建设性的讨论",石破同时说:"今后将在扩大贸易、非关税措施、经济安全保障等 方面进一步深入磋商"。 不过,美方仍坚持既有立场,而日方则持续要求撤销一系列措施,这一基本局面并未改变。石破坦 言:"目前尚未处于能够找到共识的阶段"。 美国提出的框架协议案中,并未包括取消针对汽车等品类的个别关税,这使得该内容在现阶段无法被日 本接受。围绕汽车产业,日美双方都承 ...
特朗普上台后政府网站1000多页内容消失
日经中文网· 2025-04-30 06:30
DEI和气候变化等的内容被删除 (消失的1000多个网页的种类。格子大小表明比例) 404 TO SANTCH3 Reute AGE NOT FOUND (来源)美国宇航局、司法部、白宫和疾病控制中心 性别 DF 7.9 劳动 t候变化 9.4 14.3 14.8% 7.9 中文网 投资 4.5 历届政府 其他 环境 政策 15.1 12.6 9.8 种族 3.6 (注)包括一个网页含有多个关键词的情况。比例采取 四舍五入,因此合计并非为100 日经调查了美国的大学图书馆等机构每次政府更迭时保存政府机构网站URL的"End of Term Web Archive(EOT)"的数据。被删除的是记录应对气候变化和推进DEI等内容的网页…… 美国政府机构的网页正在大量消失。据调查,在特朗普政府时期,约90个政府机构的至少有1000 个网页无法访问。涉及气候变化和美国国会遇袭事件等。在特朗普政府上台100天后,根据总统 令删除公开信息、试图进行"信息操纵"的实际情况逐渐浮出水面。 日本经济新闻(中文版:日经中文网)调查了美国的大学图书馆等机构每次政府更迭时保存政府 机构网站URL的"End of Term Web A ...
中国4月PMI跌破50
日经中文网· 2025-04-30 06:30
(Reuters) 江苏省的工厂 日本经济新闻(中文版:日经中文网)盐崎健太郎 北京报道 4月30日,中国国家统计局公布的4月份制造业采购经理人指数(PMI)为49.0。比上月下降1.5个 百分点,时隔2个月跌破50这一好坏临界点。由于美国对中国加征关税,生产指数和订单指数低 迷。 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。 PMI以3200家制造业企业为调查对象。按照项目调查新订单、生产、员工人数等。指数超过50表 明景气度比上月扩大,指数低于50则表示景气度缩小。 作为支柱的新订单指数比上月下降2.6个百分点至49.2,时隔2个月跌破50。生产指数也下降2.8 个百分点至49.8,时隔2个月跌破50。 按企业规模来看,大企业的指数比上月下降2.0个百分点至49.2,低于50。中型企业和以民营企 业为主的小微企业也均低于50。关税的影响似乎已扩大到广泛的企业。 海外新订单指数下降4.3个百分点至44.7,低于50。创下2022年12月疫情期间经济活动停滞以来 的新低。 海外新订单指数下降4.3个百分点至44.7,低于50。创下2022年12月疫情期间以来的新低…… 与此同时发布 ...
世博会图集:迷你心脏、宇宙之旅和屋顶日落
日经中文网· 2025-04-30 06:30
日经GO 世博会图集:迷你心脏、宇宙之旅和屋顶日落 原创 阅读全文 ...
你不知道的美国(7)拉斯维加斯的中国游客大减
日经中文网· 2025-04-30 06:30
拉斯维加斯著名赌场 "过去,高额投注者大多是中国游客,但现在从中国客户那里获取资金变得困难",在中国游客减 少的这10年间,东南亚的中产阶层迅速壮大,带动了赌场热潮。过去20年,拉斯维加斯的人口和 国内生产总值均增长了近两倍…… 编者按: 特 朗普政权诞生的美国。尽管社会上弥漫着对现状的愤怒和不满,经济却处于巅峰状 态,超级大国的地位依然稳固。美国的强大与脆弱究竟源自何处?《日本经济新闻》美国当地记 者报道那些日常新闻中未曾展现的 " 真实美国 " 。本栏目不定期刊登。 酒店"贝拉吉奥"的赌桌 在拉斯维加斯市中心的著名赌场酒店"贝拉吉奥"内,有一间专门供"高额投注者"(High Roller)使 用的房间。这些客人是赌场中豪赌的常客。房间大小类似于小型宴会厅,空气中弥漫着淡淡的烟 草味,六张赌桌整齐摆放着,几位穿着休闲的亚洲顾客一边饮酒,一边静静地享受游戏的乐趣。 这里进行的是经典赌场游戏"百家乐",在这间VIP小房间里,最低下注额高达1000美元(约15万 日元),是普通赌桌的100倍以上。当晚,每桌单次最高下注额达5000美元(约75万日元)。一 个房间里一晚的资金流动就能达到数亿日元的规模。 尽管赌场对 ...
美元对黄金价值50年跌至1/100
日经中文网· 2025-04-30 06:10
二战后采用美元能与黄金兑换的黄金美元本位制时,兑换比率为1盎司兑35美元。然而,美元价 值从1971年的尼克松冲击开始持续下降,近期触及历史最低水平。除了美元供应量增加之外,对 轴心货币的信赖下降是根本原因…… 美元的价值近期触及历史最低水平。用黄金衡量的美元估值从1971年的尼克松冲击开始持续下 降,50多年里下降到了百分之一(1/100)。除了美元供应量增加之外,对轴心货币的信赖下降 是根本原因。 "并不缺乏美元信用下降的因素",索尼金融集团的金融市场调查部长渡边浩志对美国特朗普政府 的政策感到不安。 其中之一是高关税导致的物价上涨。物价上涨意味着货币价值的降低。此外,虽然已撤回、但令 人对美联储(FRB)独立性产生怀疑的美国总统特朗普的言论也引发争议。 美元的价值下降始于1971年时任美国总统尼克松停止美元与黄金兑换引发的"尼克松冲击"。美元 可在不受黄金储备量限制的情况下发行,供应量不断增加。 由于美元曾经与黄金直接挂钩,所以美元的价值很容易用黄金来衡量。第二次世界大战后的国际 货币框架"布雷顿森林体系"采用了美元能与黄金兑换的黄金美元本位制,当时的兑换比率为1盎司 兑35美元。然而,截至今年4月22 ...
FT中文网精选:中国零售为何没有超越美国?
日经中文网· 2025-04-30 06:10
Core Viewpoint - The article discusses the potential for China to catch up with the United States in retail sales, emphasizing the importance of policy measures to boost income and consumption, stabilize the real estate market, and maintain a stable or appreciating RMB exchange rate [6]. Group 1: Retail Market Comparison - In 2019, China's retail sales were very close to those of the United States, with some months even surpassing them, leading to widespread media discussions about China potentially becoming the largest retail market globally [6]. - However, after 2020, the gap in retail sales between China and the U.S. has widened again, projected to exceed 20% by 2024, primarily due to differing pandemic responses, real estate market trends, and RMB depreciation [6]. Group 2: Policy Implications - Since the fourth quarter of last year, China's policy focus has shifted towards consumption and strengthening the real estate market, with ongoing measures to support these areas [6]. - If income and consumption-boosting policies are implemented effectively, alongside further support for the real estate market and a stable or slightly appreciating RMB, it could significantly aid China's efforts to catch up with the U.S. in retail sales [5][6].
在东京上印度式国际学校的日本学生激增
日经中文网· 2025-04-30 06:10
Core Insights - The article discusses the increasing enrollment of Japanese students in the Global Indian International School (GIIS) Tokyo, which originally catered to Indian families but has now attracted a significant number of Japanese students due to its affordable fees and international curriculum [2][8]. Group 1: School Structure and Curriculum - GIIS Tokyo offers an International Baccalaureate (IB) program without traditional Japanese subjects like Japanese language and mathematics, with all courses taught in English [2][6]. - The curriculum includes themes such as "Current Life and Location" and "Methods of Self-Expression," encouraging students to engage with real-world concepts like tariffs and geography [6][8]. - The school environment promotes independent research and sharing of ideas among students, moving away from traditional right-answer teaching methods [6][9]. Group 2: Demographics and Enrollment Trends - Initially established for the children of Indian engineers in Japan, GIIS Tokyo has expanded from one campus in 2014 to four campuses by 2021, with Japanese students now making up 55% of the total enrollment [8]. - The number of Japanese students is projected to reach 780 by 2024, surpassing the number of Indian students [8]. Group 3: Financial Aspects - The registration fee for admission is 40,000 yen (approximately 1,929.88 RMB), with annual tuition fees ranging from 1.2 million to 1.59 million yen (approximately 57,800 to 76,600 RMB) [8]. - Compared to other international schools in Tokyo, such as The British School, which charges 2.73 million yen (approximately 131,500 RMB) for students aged 7-9, GIIS Tokyo offers a more affordable alternative [8]. Group 4: Educational Focus - The school emphasizes strong science and IT education, with a particular focus on practical applications like AI and robotics, aiming to prepare students for future challenges [9].
小米“双轮驱动“:手机家电与EV共振发展
日经中文网· 2025-04-30 06:10
小米的新款EV"SU7 Ultra"(Reuters) 3月22日,韩国三星电子会长李在镕来到小米在北京的EV工厂,并与小米首席执行官(CEO)雷 军会面。 三星寻找合作机会 三星和小米在智能手机领域展开了激烈的份额竞争。对未来经营抱有强烈危机感的李会长正在寻 找与在EV领域崛起的小米开展合作的契机,中国的主要媒体报道了这样的观点。 李在镕来到北京的目的是出席中国政府邀请全球大型企业高层参加的"中国发展高层论坛"。李在 镕的行为,彰显了小米在汽车市场的强劲势头和强大的存在感。 小米新涉足EV市场刚刚约一年时间。"特斯拉杀手"的称号名不虚传。根据中国知名汽车信息APP 的数据,2024年4月以来,SU7的中国销量达到了约18.6万辆,超过了特斯拉的Model 3。 SU7的价格为21.59万元起,比Model 3的23.55万起更便宜。其时尚的外观和性能的平衡受到了 消费者的追捧。 | 小米 | | 特斯拉 | | --- | --- | --- | | SU7 | | Model3 | | | SU7与Model3的 对比 | | | 21万5900~ | 价格 | 23万5500~ | | 29万9900元 ...
面向中国的Mini LED电视出货量增至2倍
日经中文网· 2025-04-30 06:10
Core Viewpoint - The demand for Mini LED TVs is rapidly increasing in China, driven by government subsidy policies and a significant rise in shipments, which are expected to impact global pricing and market dynamics [2][6][9]. Group 1: Market Dynamics - Mini LED TVs have a global market share of 3% as of 2024, while traditional LCD TVs dominate at 94% [6]. - The average price of a 55-inch Mini LED TV is $901, positioned between LCD TVs at $501 and OLED TVs at $1,317 [6]. - In the last quarter of 2024, shipments of Mini LED TVs to China reached 2.02 million units, a 2.3-fold increase compared to the previous quarter, accounting for 65% of global shipments [6][9]. Group 2: Government Policies and Consumer Behavior - China's subsidy policy for replacing old appliances has significantly boosted the sales of Mini LED TVs, with subsidies ranging from 15% to 20% of the purchase price [6][9]. - Larger screen sizes, such as 85-inch and 98-inch TVs, receive higher subsidies, leading to increased sales and potential supply shortages for certain components [7]. Group 3: Competitive Landscape - Prior to 2023, the Mini LED TV market was largely dominated by Samsung, but Chinese companies like TCL and Hisense have rapidly gained market share, reaching 25% and 24% respectively in 2024, surpassing Samsung's 20% [9]. - Sony is increasing its supply of Mini LED TVs in Japan, with plans to boost production significantly, while reducing OLED TV supply [13]. Group 4: Pricing Trends - The price of 98-inch Mini LED TVs has decreased by 49% year-on-year, dropping to $3,374 in the last quarter of 2024, indicating a trend of declining prices in the segment [11][12]. - The shift towards larger TVs is leading to a commoditization of the market, with expectations of continued price reductions [12].