日本最早2027年度起，把国民健康保险的滞纳信息用于判断是否更新外国人的居留资格。日本厚生劳动 省数据显示，包括日本人在内的整体国民健康保险缴纳率为93%，而外国人的缴纳率仅为63%…… 日本政府最早2026年度修改系统，以便掌握外国人缴纳国民健康保险的情况。最早2027年度 起，把滞纳信息用于外国人居留资格的审查，作为是否更新居留资格等的判断依据。此举旨 在提高国民健康保险的缴纳率，加强国民皆保险的信任度。 日本的国民健康保险系统分为，国民健康保险中央会的系统和各地方政府独立的系统。政府 将为修改系统而修订标准参数。通过国家补贴等来支付系统修改费用，以便各地方政府能够 在2026年度着手修改系统。 外国人的滞纳信息将在2027年度被纳入日本数字厅的"公共服务网格"，以便入境管理部门在 审核居留资格时进行参考。对于保险滞纳者，将采取不允许更新居留资格等措施。 还将推动日本地方政府修改条例或规章，以便在进行居民注册时要求预付一年保险费用等。 外国人在日本的国民健康保险的总医疗费和高额疗养费支出额中的占比均在1%左右，低于外 国人占整体被保险人的比例。 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 ...

Core Viewpoint - The research team at the University of Tokyo has confirmed the potential of a new class of magnetic materials, known as "alternating magnetic materials," which can read and write digital information at speeds over 100 times faster than traditional magnetic memory, with the possibility of reducing size to 1/100 of current technologies [1][3]. Group 1: Material Characteristics - The newly discovered "third class of magnetic materials" is made from abundant elements like iron and sulfur, which offers cost advantages and resource availability [1][3]. - This material operates at room temperature and retains information even when the power is turned off, making it suitable for various electronic applications [3][4]. Group 2: Market Potential and Trends - The market for MRAM (Magnetoresistive Random Access Memory) is projected to grow from approximately $2 billion in 2024 to about $22.6 billion by 2029, indicating a significant shift towards energy-efficient magnetic storage solutions [5]. - The new alternating magnetic MRAM is expected to overcome current limitations in capacity and speed, potentially increasing integration density by up to 100 times compared to traditional MRAM [5][6]. Group 3: Applications and Future Development - High-performance memory is crucial for enhancing computing performance, particularly in complex AI calculations and extending battery life in devices like smartphones [6]. - The research team is focused on developing thin films on substrates to facilitate practical applications, with the potential for rapid advancement in production techniques [6].

美国人申请英国公民权的数量创历史新高（REUTERS） 他在特朗普再次就任总统后进一步坚定了想法，表示"对暴力政策蔓延的美国现状不满，对妻 子和我来说，这里不再是适合生活的地方"。据悉，他认为4个孩子都已成年的现在是离开美 国的时候了。 他周游世界寻找移居地，考虑了英国、马耳他、加拿大、哥斯达黎加、西班牙和葡萄牙等 国。因为可以享受丰富的饮食文化和音乐，适合自己的生活方式，所以选择了葡萄牙的港口 城市波尔图。 英国政府的统计显示，2025年1～3月，美国人申请英国公民权的数量超过1900件，创出有 统计数据的过去20年的最高纪录。 在为富裕阶层提供移居等咨询的英国咨询公司Henley & Partners，美国客户的咨询正在剧 增。 据悉2025年1～3月与去年同期相比增至2.8倍。虽然还没有下决心移居，但很多人认为这是 难以在美国生活时的"保险"。 美国坦普尔大学法学院教授彼得・斯皮罗解释称，"在特朗普政权下的历史性不确定性之中， 仅凭美国公民身份无法安心的感觉正在扩散"。由于对美国国内的分裂感到厌倦，取得双重国 籍作为"政治避风港"的趋势加强。 而在美国富裕阶层感兴趣的英国，为寻找避税天堂而离开英国的"脱 ...

欧美运往亚洲的货物减少（资料图，reuters） 从美国运往亚洲的货物量以2013年的686万个为顶峰，是去程货物运输（1383万个）的50%。从2024年 的运输量来看，去程增加到2144万个，而返程仅为575万个，比例下降到27%…… 从日本海事中心汇总的年度运输量来看，从美国运往亚洲的货物量以2013年的686万个为顶 峰。2013年为去程货物运输（1383万个）的50%。从2024年的运输量来看，去程增加到 2144万个，而返程仅为575万个，比例下降到27%。 在中国全面禁止废纸进口的2021年以后，不平衡进一步扩大。日本神奈川大学的松田琢磨教 授表示，"一直面临着缺乏足够的返程货物来弥补废弃物运输减少的情况，很难想象短期内不 平衡会有所改善"。从美欧向亚洲运送集装箱的海运公司的成本负担增加。 亚洲方面也容易发生集装箱短缺。如果空集装箱因港口拥挤和航线变更等原因滞留在美欧， 亚洲方面的集装箱将变得供不应求，还将导致运费上涨。 内需低迷正在加速从欧美到中国的货物运输的减少。而美国特朗普政府的关税政策则可能进 一步拉低运输量。中国已对美国征收反制关税。运输量今后也可能持续低迷。 从事集装箱货物追踪服务的 ...

日经GO 访日游客消费已见顶？ 原创 阅读全文 ...

Core Viewpoint - The semiconductor industry is expected to continue experiencing a disparity in demand, with AI-related products leading the market while broader product demand may not recover until the second half of 2025 [1][6]. Group 1: Semiconductor Market Trends - The semiconductor market size for Q1 2023 was $167.6 billion, showing a year-on-year growth of 19%, driven by high-demand chips for generative AI [5]. - TSMC's sales increased by 42% in Q1 2023, with high-performance computing (HPC) semiconductors making up 59% of total sales, up from 46% year-on-year [6]. - Demand for mature products, such as those used in smartphones and PCs, remains weak, with Samsung's semiconductor division only growing by 9% in Q1 2023, a significant slowdown from the previous quarter [7]. Group 2: NAND Flash Market Dynamics - Kioxia Holdings has begun to reduce NAND supply due to decreased demand, but expects NAND market conditions to improve starting in the second half of 2025 [9]. - Global NAND prices fell by 13% to 18% in Q1 2025 but are projected to rise by 3% to 8% in Q2 2025, indicating a potential recovery in demand [9]. - Smartphone manufacturers may increase demand for memory chips if the pace of price declines slows, aided by government subsidies in China to boost smartphone purchases [9]. Group 3: Automotive and Industrial Demand - Demand for automotive and industrial semiconductors is not expected to recover until after 2026, with companies like Renesas Electronics adjusting production timelines due to slowing EV growth [10][11]. - The average net profit for major automotive and industrial companies in Japan, the US, and Europe is projected to decrease by about 10% in 2025, but is expected to rebound by 31% in 2026 [12]. Group 4: Semiconductor Equipment and Supply Chain - Semiconductor manufacturing equipment sales in Japan grew by 18.2% year-on-year, driven by ongoing demand for AI-related semiconductors [16]. - However, investment in China has begun to slow, with companies previously rushing to invest in the Chinese market now seeing a decline in sales [16]. - The demand for electronic components, particularly those for AI data centers, remains strong, with companies like Murata Manufacturing expecting robust demand for multi-layer ceramic capacitors [17]. Group 5: Future Outlook - The expansion of AI applications is anticipated to drive demand for high-performance semiconductors in smartphones, PCs, and automotive sectors [18]. - Companies are focusing on improving quality and production efficiency to mitigate risks associated with potential declines in demand due to tariffs and other uncontrollable factors [18].

日本经济财政再生相赤泽亮正在自民党总部回答记者提问（6月9日） 日本经济财政再生相赤泽亮正将在6月13日再次访美，就日美关税谈判举行第6轮部长级磋商，6月15日 至17日将在加拿大举行七国集团峰会（G7峰会），正在探索借此机会在日美首脑之间达成一定的共 识…… 日本经济财政再生相赤泽亮正将在6月13日再次访美，就日美关税谈判举行第6轮部长级磋 商，正在进行协调。访美的日程是6月13日至18日，是赤泽亮正连续第4周访美。6月15日至 17日将在加拿大举行七国集团峰会（G7峰会），正在探索借此机会在日美首脑之间达成一定 的共识。 赤泽亮正6月8日结束第五次访美后返回日本。在向石破茂报告后对记者表示，"或许不会出现 首相与美国总统特朗普对话，得出应有的协议结论的情况"。 第五次访美期间，赤泽亮正与美国财政部长贝森特进行了磋商，并两次会见美国商务部长卢 特尼克。 赤泽亮正6月9日在自民党总部对记者表示，考虑到在G7峰会上日美首脑有举行会谈的机 会，"在尽可能扩大共识的基础上，即使无法达成一致，也要考虑让两国首脑能谈些什么"。 在被问及自己是否会一同参加G7峰会时，赤泽亮正表示"如果日美首脑之间讨论关税问题，有 可能同 ...

Core Viewpoint - China's exports to the United States in May amounted to $28.8 billion, representing a year-on-year decrease of 35%, the largest drop since February 2020 when the COVID-19 pandemic began [1][2]. Group 1: Export Data and Trends - The decline in exports to the U.S. has worsened compared to April's 21% drop, despite a mutual reduction of additional tariffs by 115% agreed upon during ministerial talks in Switzerland on May 10-11 [1][2]. - The significant drop in exports is attributed to high tariffs that had previously hindered shipments, with companies needing time to adjust and resume normal operations post-tariff reduction [3][4]. - Specific categories of goods, such as smartphones, toys, and furniture, have seen a decline in exports compared to the same period last year, with smartphones down over 20% [5]. Group 2: Future Outlook - Predictions indicate a temporary recovery in June, with a surge in exports expected to continue until August [4]. - Despite the challenges in U.S. exports, China's overall exports to other countries remain strong, with ASEAN being the largest export destination, showing a 15% increase compared to last year [6].

Group 1 - The core viewpoint of the article highlights the ongoing negotiations between China and the U.S. regarding tariff reductions and export controls, particularly focusing on rare earth elements and semiconductor regulations [1][3][5] - The second round of ministerial talks took place in London on June 9, following discussions in Switzerland, with key participants from both countries addressing issues related to rare earth export controls and semiconductor restrictions [1][2] - The U.S. Treasury Secretary and other officials participated in the talks, emphasizing the need for China to lift its rare earth export controls, which were implemented in April [1][2] Group 2 - The article notes that the U.S. has imposed a 30% tariff on imports from China, while China has responded with tariffs ranging from 10% to 15% on U.S. products, including agricultural goods [7] - There is uncertainty regarding whether the export controls will be modified as a result of the negotiations, with both sides showing reluctance to make concessions [7][4] - The Chinese Ministry of Commerce has approved a certain number of compliant export applications, indicating a strategic use of export controls as a negotiation tool [4][5]

Core Viewpoint - Chinese automotive manufacturers are advancing in engine development, with BYD introducing a horizontally opposed engine in its new luxury car brand, Yangwang's U7 model, marking a significant achievement in the industry [1][2]. Group 1: Engine Development - BYD has successfully implemented a horizontally opposed engine, a technology previously dominated by German Porsche and Japanese Subaru [1]. - The U7 is the first Chinese car to feature a horizontally opposed engine, showcasing BYD's commitment to innovation in automotive engineering [2]. Group 2: Patent and Technology - BYD applied for patents related to the horizontally opposed engine in 2021, indicating prior investment in this technology [1].