中国对美智能手机出货比例仅占25％，较去年同期的61％大幅下降。排在印度之后、位居第二的是三星 电子设有主要生产基地的越南（30％）。 苹果首席执行官（CEO）库克5月表示，将把美国市场销售的大半iPhone的生产地由中国改为印度。苹 果4～6月的对美出货量为1330万部，较去2024同期下降11％。原因可能是该公司预测会受到关税影响， 在1～3月增加了库存。 由印度 向美国出货的iPhone猛增（Reuters） 在2025年4～6月出货至美国的智能手机中，44％由印度生产，首次超过中国位居第一。中国对美智能手 机出货比例仅占25％，较2024年同期的61％大幅下降。苹果正在将iPhone的组装从中国向印度转移…… 新加坡调查公司Canalys于7月28日就美国市场销售的智能手机发布消息称，4～6月印度的出货量超过了 中国。产生影响的因素是，为了规避美国特朗普政府对中国加征的关税，苹果正在将iPhone的组装从中 国向印度转移。 在2025年4～6月出货至美国的智能手机中，44％由印度生产，首次超过中国位居第一。印度的生产份额 大幅高于去年同期的13％，出货量增至3.4倍。 视频号推荐内容： 面向美国的智能 ...

Core Viewpoint - Toyota achieved global sales of 5,159,282 vehicles in the first half of 2025, surpassing Volkswagen's 4,405,300 vehicles, marking the sixth consecutive year as the world's top automaker [1][3]. Group 1: Sales Performance - Toyota's global sales increased by 5% year-on-year in the first half of 2025, reaching a historical high for the past four years [1][3]. - In North America, the hybrid models of the Camry and Sienna performed well, with hybrid vehicle sales increasing by 38% due to concerns over potential price hikes from government tariffs [3]. - In China, the electric SUV bZ3X, launched in March, showed strong sales performance [3]. Group 2: Market Dynamics - The main markets of the United States and China drove the sales growth of pure electric vehicles, contributing to a 4% increase in overseas sales, totaling 4,390,837 vehicles [3]. - Domestic sales in Japan rose by 13% year-on-year, reaching 768,445 vehicles, marking a return to growth after a year [3]. Group 3: Production and Supply Chain - Global production increased by 6% year-on-year, reaching 4,918,024 vehicles, setting a new historical record [3]. - In North America, production increased due to strong demand for new vehicles, with additional output from locations like Mexico [3]. - In Japan, domestic production grew by 9% year-on-year, totaling 1,639,637 vehicles, recovering from previous certification issues and recalls [3]. Group 4: Monthly Sales Trends - In June, global sales increased by 2% year-on-year, continuing a six-month streak of surpassing the previous year's levels [3]. - However, sales in the U.S. remained nearly flat, indicating a potential decline in the previously strong demand [3].

Core Viewpoint - Since the implementation of China's Anti-Spy Law in November 2014, at least 17 Japanese individuals have been detained in China, with 12 receiving prison sentences ranging from 3 to 15 years, indicating a significant concern from Japan regarding the treatment of its nationals in China [1][2][3]. Group 1: Detention and Sentencing - Among the 17 detained Japanese individuals, 12 have been sentenced to an average prison term of approximately 8 years, with 70% ultimately serving time [1][3]. - The longest sentence was given to a male detained in March 2017 for illegally obtaining state secrets, resulting in a 15-year prison term and a fine of 100,000 RMB [1]. - The shortest sentence was 3 years for an Itochu Corporation employee detained in February 2018, who was released in February 2021 [1]. Group 2: Allegations of Espionage - It is reported that 9 out of the 12 sentenced individuals provided information to Japan's Public Security Investigation Agency, which China views as espionage activities [2][3]. - A male detained in December 2021 in Shanghai was sentenced to 12 years, with the court citing the Public Security Investigation Agency as the recipient of the information [2]. Group 3: Legal Proceedings and Judicial Transactions - The employee from Astellas Pharma received a sentence of 3 years and 6 months, possibly due to a judicial transaction where he admitted to espionage suspicions [3]. - Only 5 out of the 17 detained Japanese individuals avoided imprisonment, having been released before prosecution [3]. Group 4: Japanese Government Response - The Japanese Foreign Ministry has expressed strong concern over the detentions and has issued warnings to its citizens about potential risks of being perceived as engaging in espionage activities in China [3][4]. - The ministry's warnings include avoiding military management areas and being cautious with activities such as geological surveys that may attract scrutiny from Chinese authorities [4]. Group 5: Corporate Measures - In light of the risks, Japanese companies are implementing self-protection measures for their employees, including avoiding solo business trips to China and ensuring that confidential information is not stored on devices brought into the country [4].

Core Viewpoint - Tokyo Electric Power Company (TEPCO) has announced a delay in the large-scale removal of molten fuel from the Fukushima Daiichi Nuclear Power Plant Unit 3, now expected to start after the fiscal year 2037, which raises concerns about meeting the 2051 decommissioning target set by TEPCO and the Japanese government [1][2]. Group 1 - TEPCO's large-scale removal of molten fuel was originally planned to begin in the early 2030s but has now been postponed to after 2037 [1]. - The feasibility study for the molten fuel removal plan will take 1 to 2 years, involving methods such as "gas-phase method" and "solidification method" [1]. - Preparatory work for the large-scale removal is expected to take approximately 12 to 15 years, including the construction of necessary equipment and reduction of surrounding radiation levels [1]. Group 2 - TEPCO and the Japanese government's mid-to-long-term development blueprint sets the decommissioning completion timeframe between 2041 and 2051 [2]. - The head of the Fukushima Daiichi Decommissioning Company, Akira Ono, stated that efforts will continue towards the decommissioning timeline outlined in the development blueprint [2]. - The director of the Nuclear Damage Compensation and Decommissioning Facilitation Corporation expressed that achieving the 2051 decommissioning goal is already considered difficult [2].

Group 1 - The IMF has raised China's economic growth forecast by 0.8 percentage points to 4.8% [1] - The global economic growth forecast for 2025 has been increased to 3.0%, up by 0.2 percentage points from the previous estimate [1] - The weakening of the US dollar has provided emerging markets with more policy space to respond to economic challenges [1] Group 2 - The US economic growth forecast has been adjusted to 1.9%, an increase of 0.1 percentage points [2] - The OBBB Act passed in July is expected to increase the US fiscal deficit as a percentage of GDP by approximately 1.5 percentage points by 2026 [2] - Japan's economic growth forecast has been raised by 0.1 percentage points to 0.7% based on actual data from early 2025 [2]

Group 1 - The U.S. and China have agreed to extend the suspension of tariffs for an additional 90 days, pending final approval from President Trump [1][2] - The current suspension period is set to end on August 12, after which the U.S. plans to reintroduce tariffs on China [2] - The discussions included topics such as U.S. sanctions on Russia and China's restrictions on rare earth exports [3] Group 2 - U.S. Treasury Secretary Mnuchin described the negotiations as constructive, indicating a positive outlook for future talks [1] - Chinese Vice Premier He Lifeng emphasized the importance of a stable and sustainable U.S.-China economic relationship for global economic stability [2][3] - The U.S. has expressed concerns over China's reluctance to participate in sanctions against Russia, hinting at potential economic repercussions [3]

Core Viewpoint - The article discusses the global success of the Pokémon franchise, highlighting its evolution from a video game to a multi-faceted intellectual property (IP) that includes games, animations, trading cards, and mobile applications, emphasizing its flexible branding strategy and strong corporate values as key factors for its sustained popularity and revenue generation [2][3]. Group 1: Pokémon's Global Impact - As of March 2025, the total shipment of Pokémon-related video game software has exceeded 489 million units [3]. - The Pokémon trading card game has been sold in over 90 countries, with cumulative production exceeding 75 billion cards [3]. - The Pokémon television series has been broadcast in more than 190 countries, showcasing its widespread appeal [3]. Group 2: Upcoming Releases and Innovations - A new installment titled "Pokémon LEGENDS Z-A" is scheduled for release in Fall 2025, aimed at the Nintendo Switch platform [3]. - The franchise continues to expand its mobile application offerings, including titles like "Pokémon GO," "Pokémon Sleep," and "Pokémon Trading Card Game Pocket" [3].

此次会谈的焦点是延长即将于8月12日到期的对等关税的上调期限。双方将在29日继续会 谈…… 为与中方代表会谈而进入会场的美国财长贝森特（右、斯德哥尔摩） 中美两国政府7月28日结束了在瑞典举行的首日的部长级会谈。当地时间晚上8时（北京时间29日凌晨2 时）左右，两国政府相关人士离开会场。在对等关税上调期限临近的情况下，双方将按原计划在29日继 续展开会谈。 会谈估计持续了5个小时左右。美国方面的参会者是财政部长贝森特，中国方面则是负责经济政策的副 总理何立峰。两人在离开会场并路过在周围等待的记者团时并未停留和发言。 日本经济新闻（中文版：日经中文网）南毅郎 斯德哥尔摩报道 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： 此次是继6月（伦敦）之后中美进行的第三轮会谈。焦点是延长即将于8月12日到期的对等关税的上调期 限，估计议题还包括中国恢复稀土出口以及美国加强对俄制裁。 ...

美国政府正在迅速结束与欧盟、日本等主要贸易伙伴的磋商。 目前与加拿大、墨西哥、印度、韩国等国尚未达成协议，特朗普27日在与欧盟达成协议后表示，"正在 考虑与另外3~4个国家达成协议"。 特朗普7月28日在自己的社交媒体上表示，"已指示贸易团队"与泰国和柬埔寨重启贸易谈判。两国已就 边境附近的军事冲突达成停火协议。此前特朗普曾呼吁两国停火。 日本经济新闻（中文版：日经中文网）八十岛绫平 华盛顿 美国的对等关税将从8月1日起适用新税率。特朗普表示"将是15%或20%"…… 美国总统特朗普7月28日就各国统一适用的对等关税的基本税率表示"将是15%或20%"。对等关税将从8 月1日起适用新税率。据称对象是未能与美国进行单独谈判的发展中国家等，具体税率将于近期同时通 知。 特朗普在出访的英国北部苏格兰与英国首相斯塔默举行会谈时，回答了记者的提问。他表示，基本税 率"将在15%至20%的范围内，将是其中一个数字"。 特朗普此前一直表明方针称，将向非洲国家及其他贸易量和经济规模较小、无法与美国谈判的国家同时 通报"尽可能压低的税率"。 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 ...

Core Viewpoint - The article discusses how the Chinese gaming industry has significantly boosted the demand for Japanese voice actors and audio studios, highlighting a growing trend of collaboration between the two markets [1] Group 1: Impact on Japanese Voice Acting Industry - The surge in Chinese gaming has led to an increased demand for Japanese voice actors, with many studios reporting a rise in projects requiring their services [1] - Japanese audio studios are experiencing a notable increase in revenue, attributed to the influx of contracts from Chinese game developers [1] Group 2: Collaboration Between Chinese and Japanese Markets - The collaboration between Chinese game developers and Japanese voice actors is fostering a cross-cultural exchange, enhancing the quality of gaming content [1] - This trend is expected to continue, with projections indicating further growth in the partnership between the two industries [1]