HOB在中国推广的草莓品种"PECHIKAHONOKA"（图片由HOB提供） 在日本，由于农户老龄化等原因，草莓种植出现了难以为继的情况。而中国拥有丰富劳动力和巨 大市场，对高品质果实的需求也在增加。HOB从4月开始向中国出口种苗，并在当地启动与种植 指导相关的业务…… 日本商用草莓品种开发和销售巨头HOB将扩充海外业务。从4月开始向中国出口种苗，并在当地 启动与种植指导相关的业务。正式的生产和销售由中国当地的合作企业负责，并把部分销售收入 支付给HOB。HOB还计划以同样的模式在越南和美国推进项目，在草莓需求不断扩大的海外寻求 出路。 在日本，由于农户老龄化等原因，草莓种植出现了难以为继的情况。除了拥有丰富劳动力和巨大 市场的中国之外，HOB还打算进军越南及美国等地区来强化收益能力。 在海外业务中领先的印度尼西亚和马来西亚，HOB也计划于2025年内开始试验栽培。这两个国 家的全年气温都比较高，一般不适合种植草莓，但HOB认为只要是高原，就可以收获高品质的果 实。 HOB将通过海外业务来弥补日本国内业务的下滑（4月4日，位于东神乐町的总部） 在中国的生产由南京金色庄园负责，销售由百果园负责。中方企业将向HO ...

大阪经济大学教授 福本智之：特朗普政府的关税政策将成为中国的"闹钟"，也就是结构性改革的 催化剂。中国如果无法依赖外需，就必须振兴内需。以中国为基地的制造业供应链似乎不会发生 急剧变化…… 大阪经济大学教授 福本智之： 美国大幅下调了对中国的加征关税。由于家电和玩具等许多产品 依赖于从中国进口，关税博弈对美国不利。尽管如此，如果算上以往征收的关税，美国的对华关 税仍然保留高水平。还有各行业的关税，很难说贸易战已经停止。 村田制作所正在推进面向中国和美国的业务划分。松下控股也利用当地人才和生产基地，在中国 扩大家电销售。随着中国内需振兴的推进，占国内生产总值(GDP)40%的个人消费将增长，这将 给日本企业带来商机。 与贸易战伴随的风险是中国的过剩产能。如果光伏面板、钢铁和半导体等众多产品难以出口到美 国，有可能流向其他国家，打乱市场的供需平衡。这是全世界必须应对的课题。 日本经济新闻（中文版：日经中文网）安西明秀 汇总 此次创造了第二届特朗普政府上台以来中美谈判的机会，这一点值得肯定。随着谈判框架的建 立，预计谈判将不仅局限于关税，还将涉及中国政府提供补贴的产业振兴政策等广泛问题。 颇有意思的是特朗普政府的关 ...

Core Viewpoint - Nissan is considering selling its headquarters building in Yokohama, Japan, valued at over 100 billion yen, to reduce high operational costs associated with its factories, proposing a "sale and leaseback" arrangement to continue using the facility after the sale [1]. Group 1 - Nissan plans to reduce its global manufacturing footprint by closing seven factories, including two in Japan and several overseas, aiming to cut fixed and variable costs by a total of 500 billion yen compared to the 2024 fiscal year [2]. - The company reported a loss of 670.8 billion yen for the 2024 fiscal year, marking its first loss in four years and the third-highest loss in its history, influenced by U.S. tariff policies [2]. - The workforce reduction will exceed 20,000 employees, with an increase of over 10,000 from previous estimates, as part of the restructuring efforts [2].

Core Viewpoint - The Japanese bond market has become the starting point for the rise in global ultra-long-term interest rates, with increasing interconnectivity between domestic and international rates being a significant factor [1][3][5]. Group 1: Market Dynamics - The yield on Japan's 40-year government bonds reached a record high of 3.135% during the auction on May 28, marking the highest since the auction's inception in November 2007 [3]. - The bid-to-cover ratio for the auction was 2.21, indicating weak demand and the lowest level since July 2024 [3]. - The yield on newly issued 40-year bonds peaked at 3.675% on May 22, which is 1% higher than the end of 2024, reflecting a rapid increase in market rates [4]. Group 2: Global Impact - The instability in Japan's ultra-long-term bonds has led to fluctuations in the global bond market, with U.S. 30-year bond yields also rising to 5.1% on May 22, the highest since October 2023 [4]. - The heightened interconnectivity of domestic and international rates has made the Japanese market more susceptible to global events, particularly those originating from the U.S. [5]. Group 3: Investor Behavior - The shift in major buyers of Japanese ultra-long-term bonds to overseas investors has contributed to the increased global market interconnectivity [5]. - Market participants are cautious, as many investors engage in strategic buying and selling during periods of volatility, making it difficult to predict market reversals [5]. Group 4: Future Outlook - The feasibility of reducing the issuance of ultra-long-term bonds remains uncertain, with expectations of a potential decrease in supply that could lead to lower rates if confirmed [6]. - The upcoming auction of 30-year bonds on June 5 is critical, as disappointing results could lead to renewed market instability [6]. Group 5: Stock Market Reactions - The volatility in the bond market has begun to affect the stock market, with significant fluctuations in the Nikkei average on May 28 due to interest rate changes [7]. - The sensitivity of the stock market to bond market fluctuations raises concerns about overall market stability [7].

日经GO 日本拟放宽特定技能资格的外国司机日语要求 原创 阅读全文 ...

Core Viewpoint - The Cambodian Prime Minister, Hun Manet, emphasizes that the current crisis due to the U.S. government's plan to impose a 49% reciprocal tariff presents an opportunity to enhance industrial capabilities and promote diversification [1][2]. Group 1: Economic Strategy - The Cambodian government plans to attract high value-added industries, such as the automotive and electronics sectors, to reduce dependency on the U.S. market [2]. - There will be support for initiatives aimed at increasing the value added in competitive agricultural sectors [2]. Group 2: Trade Relations - Hun Manet advocates for the promotion of free trade and the deepening of bilateral and multilateral trade relationships [2]. - He believes that under pressure, countries will unite more to address the impacts of tariffs [2]. Group 3: Regional Challenges - The Prime Minister highlights the need for regional policies to focus on the happiness of the people, addressing issues such as conflict risks, climate change, and demographic shifts [2]. - He warns against extreme rhetoric and radical nationalism, calling for an emphasis on peaceful international cooperation [2].

特朗普主张"关税提高至50%后，（外国企业）再也不可能跨越壁垒"，还对日铁表示"现在进行 投资的人将会非常幸运"。他呼吁，"工人不希望用上海的劣质钢铁来构筑美国的未来，而是要用匹兹堡 的力量和尊严来打造未来"…… 美国总统特朗普于当地时间5月30日宣布，把针对进口钢铁和铝制品加征的关税提高至50%，从现行的 25%翻倍，6月4日起实施。 这一决定是特朗普在位于宾夕法尼亚州东部的美国钢铁公司蒙瓦利钢铁厂阿文工厂发表演讲时公布的。 美国财政部长贝森特和日本制铁副会长兼副社长森高弘也出席了演讲。 钢铁和铝关税政策始于特朗普第一任期的2018年，当时针对日本等国家设有允许一定数量内免除加征关 税进口的例外措施，而此次特朗普政府已取消了这些例外。 日本经济新闻（中文版：日经中文网）八十岛绫平 西密夫林（宾夕法尼亚州西部） 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 特朗普在演讲后通过社交平台透露，关税上调日期为6月4日，并表示"钢铁和铝产业正在实现前所未有 的复兴"。他在演讲中再次提及日铁将向美国钢铁公司投资140亿美元，并称"关税提 ...

美钢的钢铁厂内悬挂的星条旗（30日，美国宾夕法尼亚州） 关于日铁收购美钢的计划，特朗普称"祝贺双方达成确保美钢作为美国企业存续的划时代协议"。谈 及认可这一合作关系的过程，特朗普透露日铁曾多次提出谈判请求，"我大约拒绝了4次"…… 美国总统特朗普于当地时间5月30日在日本制铁公司拟收购的美国钢铁公司位于宾夕法尼亚州的钢铁厂发表 了演讲。他呼吁强化美国钢铁行业的国产化并扩大就业。围绕日铁的收购计划，特朗普表示日铁将成为美 钢的"出色合作伙伴"。 美国东部时间30日下午5点半（北京时间31日上午5点半）过后，特朗普开始在美钢的蒙瓦利钢铁厂阿文工 厂面向美钢的员工等发表演讲。 关于日铁收购美钢的计划，特朗普称"祝贺双方达成确保美钢作为美国企业存续的划时代协议"。 他在演讲中多次表态欢迎日铁成为合作伙伴，但同时强调美钢将继续作为美国企业存在。他表示："最重要 的是美钢要继续由美国掌控。否则我就不会批准这笔交易了。" 由宾夕法尼亚州选出的众议员丹・穆泽（Dan Meuser）向听众表示："正是因为有了这一伟大的合作关系， 美钢才能继续作为美国企业存在。" 当日铁的森高弘开始演讲时，数千名聚集在场的美钢员工起身欢呼，部分 ...

Core Viewpoint - The article highlights the successful funding and technological advancements of Chuangsheng Semiconductor, a high-end automotive communication chip company that aims to break the long-standing foreign monopoly in the automotive audio communication chip market [4]. Group 1: Company Overview - Chuangsheng Semiconductor was established in 2023 and focuses on high-end automotive communication chips, with a core team from leading semiconductor companies like TI and ADI, boasting over 20 years of chip development experience [4]. - The company has launched the MBUS1.0 series automotive audio communication chip, which is set to begin mass production in July 2025, showcasing performance metrics comparable to leading foreign products [4]. Group 2: Market Context - The automotive E/E architecture is evolving from distributed to centralized systems, leading to increased demand for high-bandwidth, low-wiring automotive multimedia buses, particularly in audio applications [5]. - The number of audio nodes in vehicles has increased from 2 in 2014 to an average of over 6, with potential for 8 or more nodes as RNC algorithms are implemented [5]. Group 3: Challenges and Innovations - The development of automotive audio buses faces challenges such as increased data transmission volume, higher bandwidth requirements, and complex wiring issues, which necessitate advanced design capabilities [5][6]. - Chuangsheng Semiconductor's chairman emphasized the need for extensive experience in high-speed analog interface design and automotive EMC system-level expertise to address these challenges [6]. Group 4: Investment and Strategic Partnerships - Recent funding of nearly 100 million yuan was secured from investors including Huaye Tiancheng, Ruisheng Investment, and iFlytek Venture Capital, indicating strong market confidence in Chuangsheng's potential [4]. - Strategic partnerships with companies like Ruisheng Technology and iFlytek are expected to enhance the development of innovative automotive audio solutions, leveraging each other's strengths in technology and market experience [6].

Core Viewpoint - The importance of a rules-based multilateral trading order is emphasized, particularly in the context of small countries being marginalized if trade is conducted on individual terms and tariffs are imposed at will [1][2]. Group 1: Trade and Economic Impact - The potential impact of the end of the grace period for reciprocal tariffs proposed by the Trump administration is identified as the largest uncertainty for Singapore's economy, hindering long-term planning for companies [2]. - The suppression of investment and employment is expected to weaken global growth, with the possibility of an economic recession not being ruled out [2]. Group 2: Call for Reform and Cooperation - A call for reform of the World Trade Organization (WTO) is made in light of escalating tensions between China and the United States, stressing the need to ensure free and fair global trade [2]. - The upcoming 60th anniversary of diplomatic relations between Japan and Singapore in 2026 is seen as an opportunity to explore new areas of cooperation, including digital trade, supply chain resilience, and green technology [2].