编者荐语： 阅读更多内容请点击下方"阅读原文" （本文由日经BP提供） 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。 日经 以下文章来源于日经BP ，作者日经BP 亚瑟士的 "MOTION MUSCLE SUPPORT SPEED TIGHTS" 亚瑟士推广的用来支撑跑步的五分紧身裤销售情况良好。 2024年上市的"MOTION MUSCLE SUPPORT SPEED POCKET TIGHT"是继2021年推出的"METARACER HALF TIGHT"之后的又一款商品，基于客户洞察开发而成。 日经BP . 日经BP成立于1969年4月, 隶属于日本经济新闻社集团。作为日本领先的B2B媒体公司，我们聚焦"经营 管理"、"专业技术"及"生活时尚"三大主要领域，满足客户多元化的需求。 近年来，越来越多的企业试图挖掘顾客自身都未察觉的"客户洞察（Customer Insight）"，将 其应用于新产品的策划或营销中。在策划商品之前开展大规模定量调查或个案（n=1）调 ...

Core Viewpoint - The Nintendo Switch 2 is being sold in mainland China through Hong Kong imports, despite not being officially released in the region, leading to higher prices compared to Hong Kong and Japan [1][2]. Group 1: Market Dynamics - Chinese e-commerce platforms like JD.com and Taobao are selling the Hong Kong version of the Switch 2, with prices generally above 4000 RMB, which is higher than the expected retail price of 6,9980 JPY (approximately 3462 RMB) in Japan [1]. - The Switch 2 is claimed to be "officially authorized first batch supply" by JD.com, indicating a potential gray market operation [1]. - Analysts suggest that there is still growth potential for gaming consoles in mainland China, despite a limited number of gaming enthusiasts [2]. Group 2: Regulatory Environment - The sale of gaming software in mainland China is subject to strict content review regulations, which may impact the availability of the Switch 2 and its games [2]. - The absence of a domestic version of the Switch for an extended period could lead to an increase in cheap piracy [2]. Group 3: Competitive Landscape - Tencent Holdings previously sold the first-generation Switch in mainland China and has heavily invested in mobile gaming, which remains the mainstream gaming format in the region [2]. - There has been no direct response from Tencent regarding their involvement in the sale of the Hong Kong version of the Switch 2 in mainland China [2].

"上海世界移动通信大会（MWC上海）"开幕。这是每年在西班牙举办的全球最大移动通信展会"MWC"的中国版，通信运营商和设备制 造商等参展，展示5G和人工智能技术。展会持续到6月20日。（6月18日，上海市） 华为开始在与一带一路重叠的新兴和发展中国家的"全球南方"扩大销售人工智能服务。随着中国制造的 人工智能稳步扩张，欧美企业的空间正在缩小。可能与美国等西方国家的人工智能服务形成两极分 化…… 在中国，由于政府的支持政策，人工智能的开发竞争激烈。此外，可以利用购买力从国内供应链以低成 本采购必要设备。对于人工智能技术积累较少的国家来说，与中国企业合作可以节省投资和时间，具有 吸引力。 中国企业还致力于销售主力5G通信设备。 大型通信企业中兴通讯（ZTE）3月与马来西亚大型通信公司Celcom Digi签署了利用人工智能提高通信 服务质量的MOU。5月，中兴通讯宣布与印度尼西亚大型通信企业PT XLSmart Telecom Sejahtera Tbk （XLSmart）合作开发5G通信网络等。6月，中兴通讯还与阿拉伯联合酋长国（UAE）的大型通信公司 合作，参与了通信新技术的验证实验。 据调查公司Dell'O ...

桥本英二会长兼首席执行官（CEO）（左）以不退让的决心面对美国总统特朗普，致力于完成经营改革（REUTERS） 尽管美国前总统拜登下达叫停收购的命令，但日本制铁没有放弃。突破口是喜欢推翻拜登政策的特朗普 上台。在日美关税谈判的幕后，日本制铁打出了最后一张牌——投资约110亿美元…… 日本制铁和美国围绕收购美国钢铁公司（US Steel）的攻防战事实上已经结束。尽管此前僵持不下，但 日本制铁没有让步。美国是否需要日本制铁来重振制造业？日本制铁的会长兼首席执行官（CEO）桥本 英二通过软硬兼施的博弈，将与美国总统特朗普的交易引向了"逆转胜利"。 带来逆转突破口的是美国政权换届。 特朗普喜欢推翻拜登的政策，具有灵活性。日本制铁踏实地采取了游说和私底下交涉等行动。多次与美 国商务部长卢特尼克会面，也接触了对收购计划表示理解的议员。 特朗普喜欢以关税为契机、重振美国制造业的故事。4月9日，随着金融市场出现美国股票、债券、货币 同时下跌的"三杀"，特朗普把刚刚启动的对等关税的大部分暂停90天。为了摆脱困境，美国与日本等国 正式展开关税谈判，随后围绕收购美国钢铁公司的博弈也明显取得进展。 在举行第3轮日美关税谈判的5月23 ...

Core Viewpoint - The article discusses the impact of Canada imposing a 100% tariff on Chinese electric vehicles (EVs) and China's retaliatory 100% tariff on Canadian canola oil and canola meal, leading to fluctuations in canola prices and export volumes [1][2]. Group 1: Tariff Impact and Price Fluctuations - Canada has implemented a 100% tariff on Chinese EVs, prompting China to respond with a similar tariff on Canadian canola oil and canola meal starting March 2025 [1]. - Despite initial concerns about a significant drop in Canadian canola exports due to the tariffs, the actual decline has been less than expected, with prices rebounding sharply [1]. - As of May 27, 2023, Canadian canola futures reached CAD 733.5 per ton, marking a 34% increase from the recent low of CAD 546.5 per ton on March 14, 2023 [1]. Group 2: Export and Crushing Volume Trends - The forecast for Canadian canola exports from August 2024 to July 2025 indicates a 27% increase compared to the previous year, reaching 8.5 million tons [2]. - Actual exports as of June 1, 2023, have already met the forecasted volume of 8.5 million tons, exceeding expectations [2]. - Domestic crushing capacity in Canada is also on the rise, with projections for 2024-2025 reaching a record high of 11.5 million tons due to stable demand for canola oil and meal [2]. Group 3: Future Price Outlook - Many analysts believe that canola prices will remain high due to tight supply and demand dynamics [3]. - Market experts suggest that if the trend of position adjustments does not expand and soybean prices do not decline, current canola prices may stabilize around CAD 700 [3]. - Continuous price increases for canola oil used in salad dressings have been observed, with manufacturers negotiating further price hikes in the upcoming months [3].

Core Viewpoint - Toyota's new RAV4 has upgraded its plug-in hybrid vehicle (PHV) engine, achieving a pure electric mode range of 150 kilometers, which is 1.5 times the previous range, while also increasing the total range to over 1350 kilometers, indicating a strong push to compete with leading Chinese companies like BYD in the PHV sector [1][3]. Group 1: Product Features and Innovations - The new RAV4 features the latest sixth-generation hybrid system, which includes a 30% increase in battery capacity, enhancing its overall efficiency [3]. - The total range of the vehicle, when fully charged and fueled, exceeds 1350 kilometers, comparable to the distance from Tokyo to Kagoshima [3]. - The new hybrid system utilizes high-efficiency silicon carbide (SiC) semiconductors, improving output power by over 12% by reducing electrical losses [3]. - The e-Axle's overall height has been reduced by 15% and weight by 18%, improving interior space and seat comfort [4]. Group 2: Market Position and Competition - Despite the advancements, Toyota's global sales of PHVs remain low, accounting for only 2% of total sales, with projected sales of 153,829 units in 2024 [6]. - In contrast, BYD sold 2.5 million vehicles in 2024, surpassing pure electric vehicle sales, highlighting the competitive landscape in the PHV market [6]. - Toyota's strategy includes focusing solely on the latest hybrid engine for the new RAV4, eliminating gasoline models, which aligns with stricter emissions regulations globally [6][5].

Core Viewpoint - The article highlights the contradiction between President Trump's "Make America Great Again" campaign and the actual manufacturing origins of Trump-branded merchandise, revealing a significant reliance on foreign production, particularly from China and Bangladesh [1][10][14]. Group 1: Trump Merchandise Production - The "MAGA hat" is prominently displayed in Trump stores, with a label indicating it is "Made in USA," priced at $55, which is considered reasonable for American-made products [6][9]. - However, other Trump-branded hats, such as one with "TRUMP" and a stars and stripes design, are labeled "Made in Bangladesh," raising questions about the definition of "American-made" [7][9]. - Many products, including insulated cups, are marked "Made in China Designed in Oregon," with the "Made in China" label often obscured by price tags, suggesting a deliberate attempt to hide the origin [10][12]. Group 2: Comparison of Merchandise Locations - A visit to the Trump Tower in New York revealed a higher proportion of American-made products compared to the Las Vegas store, with most hats and clothing being produced in the USA, although some items still came from foreign countries [13]. - In contrast, a souvenir shop nearby offered cheaper products, all made in China, indicating a trend where higher-priced items are more likely to be American-made, while lower-priced items are predominantly foreign [14]. Group 3: Implications of Tariffs - The article suggests that if Trump's proposed tariffs on Chinese goods are implemented, the costs for imported merchandise will rise significantly, potentially impacting his lower-income supporters who favor affordable products [14].

日经GO 5月中国大陆访日游客增44.8%，香港减10% 原创 阅读全文 ...

Group 1 - The core viewpoint of the article highlights that Apple may potentially "reduce" over 100 billion yuan in taxes for the U.S. digital industry next year, while simultaneously collecting over 50 billion yuan from China, indicating a significant financial maneuvering in international markets [3][4]. Group 2 - The U.S. Ninth Circuit Court of Appeals recently denied Apple's emergency motion to stay the enforcement of a California district court's latest injunction, which reflects ongoing legal challenges faced by the company [4]. - The court's decision was based on four considerations: whether the applicant demonstrated a likelihood of success on the merits, whether the applicant would suffer irreparable harm without a stay, whether a stay would harm other interested parties, and whether the public interest would be served [4].

日本比上月增持0.3%，为1万1345亿美元，持有量继续居首。外国投资者对美国国债的总持 有量为9万134亿美元，比上月减少0.4%。 受特朗普宣布对等关税的影响，4月上旬美国的利率一度出现剧烈波动。作为美国长期利率指 标的10年期国债收益率在3天内急升约0.6%，4月9日一度触及4.5%。 美国财长贝森特当时暗示，利率急剧波动的背景是对冲基金等的交易回撤。市场上出现了中 国为对抗美国的对等关税而抛售美国国债的猜测。贝森特否定了这种看法。 日本经济新闻（中文版：日经中文网）三岛大地 纽约报道 REUTERS 美国财政部数据显示，截至4月底中国持有7572亿美元美国国债，比上月减少1.1%。市场上 曾有中国为对抗美国关税而大量抛售美国国债的猜测，但中国实际的减持幅度有限…… 美国财政部6月18日公布的4月底各国持有美国国债的数据显示，中国比上月减少1.1%至 7572亿美元。日本保持首位，在3月超过中国的英国继续保持第2位。市场上曾有中国为对抗 美国特朗普总统的对等关税而大量抛售美国国债的猜测，但中国实际的减持幅度有限。 这是反映4月上旬美国国债价格急剧波动的首次统计。中国的持有量连续2个月减少。与一年 前相比 ...