日本制铁收购美国钢铁公司的计划正在向终点前进。有分析认为,纳入追加巨额投资等内容的提案 得到了美国总统特朗普的理解。日铁近期将派高管赴美，为实现收购，预计将与美国政府方面进 行最后的磋商。在收购框架中，日铁定为条件的对美国钢铁的100%出资能否得到认可将成为关 键。 特朗普批准了日铁收购，但并未提及全资子公司化。日铁决定在收购金额之外追加万亿日元规模 投资，全资子公司化是不能让步的条件。如果在最后的磋商中，美方坚持仅允许过半数的51%或 小额出资等，妥协点将难以预测…… 虽然特朗普称其为"美国企业"的根据并不明确，但在收购后的美国钢铁经营体制中，日铁将保留 半数以上的董事为美国籍。日铁已宣布，除了至少3名美国籍独立董事之外，核心董事也为美国 籍。 为了推动有利于美国钢铁的贸易政策，日铁方面还计划设立由美国籍的委员组成的"贸易委员 会"，以便向董事会提供建议。此类方针也被认为成为说服美国政府的一个因素。 如果能够通过有关收购框架的最终磋商，解决全资子公司化这一最大的难题，那么对于日铁而 言，剩下的障碍就不算高了。 自日铁宣布收购以来已过去近一年半，漫长的美国钢铁收购战似乎终于要落下帷幕了。 版权声明：日本经济新 ...

在华盛顿进行第三轮日美关税谈判的日本经济财政兼再生相赤泽亮正（右）与美国贸易代表格里尔（5月23日，日本内阁官房提供） 日本经财相赤泽亮正在会谈结束后表示"希望能借那个（6月G7峰会的首脑会谈）时机达成某些共 识"。日本方面准备好了扩大农产品进口、简化美国汽车进口程序、造船领域合作等筹码，将继续 寻找妥协点…… 日本经济财政兼再生相赤泽亮正于当地时间5月23日在美国首都华盛顿参加了对美关税谈判的第 三轮部长级磋商。赤泽再次提出希望美方对特朗普关税进行全面调整。双方就继续紧密磋商达成 一致，力争在6月的首脑会谈中达成协议。赤泽计划5月内再次访问美国。 在本次谈判之前的日本时间5月23日，日本首相石破茂与特朗普总统举行了电话磋商。双方确 认，将借加拿大的七国集团(G7)峰会期间举行首脑会谈。 赤泽在部长级磋商结束后的记者会上表示："希望能在那个时机达成某些共识"，他同时强调："即 使到了最后期限，也不会达成损害国家利益的协议",表明了希望避免草率进行讨论的想法。 日本将扩大企业的对美投资作为关税谈判的有力筹码。还表达了特朗普政府的一系列关税措施导 致日方投资能力减退的隐忧。如果伴随巨额投资的日铁对美国钢铁的收购计 ...

华为的技术人员5月通过论文发表了使用"昇腾"芯片的大语言模型（LLM）的训练成果 华为启用了使用自家开发的半导体的新型服务器群，并发布了利用自家半导体开发的高性能AI模 型。在美国对半导体出口管制、获取技术受限的背景下，华为正在稳步提高开发和使用AI的能 力…… 中国通信设备巨头华为技术正在自己建立人工智能（AI）基础。华为启用了使用自家开发的半导 体的新型服务器群，并发布了利用自家半导体开发的高性能AI模型。在美国对半导体出口管制、 获取技术受限的背景下，华为正在稳步提高开发和使用AI的能力。 在华为4月举办的活动上，云业务部门负责人张平安表示："我们将坚定打造'自主创新、安全可 信'的AI算力底座"。其信心来源于在安徽省数据中心启用的新一代AI服务器群。 的生产"。 左右AI开发竞争力的不仅是硬件。英伟达的GPU之所以能在AI开发领域维持高份额，其软件开发 平台"CUDA"功不可没。在被长期用于AI开发的过程中，使用的工具群和软件得到了大量的积 累。 在这一领域，华为表示也扩充了可轻松访问的开发资源和易用的开发工具。华为还表示已为AI工 程师建立支持体制，截至2024年底已培训超过4万人。据称，华为202 ...

日经GO 日乒男双64年后世乒赛再夺金，鏖战五局获胜 原创 阅读全文 ...

Core Viewpoint - The article highlights the challenges faced by Japanese automakers, particularly Nissan and Toyota, in establishing domestic EV battery production facilities, while Chinese companies continue to dominate the global EV battery market [1][2][3]. Group 1: Nissan and Toyota's Battery Plans - Nissan has announced the abandonment of its plan to build its first EV battery factory in Japan due to poor performance and the inability to make significant investments, despite having signed a site agreement just three months prior [1][2]. - Toyota has also decided to postpone the construction of its battery factory originally planned for spring 2025 in Fukuoka Prefecture, which was intended to produce batteries for next-generation EV models [2][3]. Group 2: Investment Challenges - The investment burden for EV batteries is substantial, with Nissan's planned investment amounting to approximately 153.3 billion yen, seeking a subsidy of up to 55.7 billion yen from the Japanese Ministry of Economy, Trade and Industry [2]. - The failure of Nissan and Toyota to proceed with their battery factory plans poses significant implications for the growth strategies of Japanese automakers and the Japanese government's goal of establishing a domestic battery supply chain [2]. Group 3: Market Position and Competition - In 2024, CATL, a Chinese company, is projected to hold a 37.9% share of the global automotive battery market, with six out of the top ten companies being Chinese, while Panasonic ranks sixth among Japanese firms [3]. - Japanese companies are currently lagging behind Chinese firms in the battery materials sector, with Chinese companies holding dominant market shares in key components such as cathodes (89.4%) and anodes (93.5%) [4]. Group 4: Broader Industry Implications - The Japanese government has set a target to increase domestic battery production capacity to 150 GWh by 2030, but the recent setbacks from Nissan and Toyota make achieving this goal more challenging [2]. - The article draws parallels between the current situation in the Japanese automotive industry and past struggles in the Japanese electronics sector, suggesting that prioritizing short-term gains over long-term investments could lead to similar declines [6].

Core Viewpoint - Changan Automobile has officially launched its first overseas new energy vehicle factory in Thailand, marking a significant step in its global expansion strategy and aiming to penetrate larger international markets [4][5][6]. Group 1: Factory Launch and Production Capacity - The Changan factory in Rayong, Thailand, has commenced production, with an initial capacity of 100,000 vehicles per year, set to expand to 200,000 vehicles annually [4]. - The total investment for the factory is approximately 10 billion Thai Baht (around 2.16 billion RMB), with plans to produce models from Changan, Deep Blue, and Avita brands [4][6]. Group 2: Market Expansion Strategy - Changan aims to transition from merely exporting products to establishing a full industrial presence abroad, targeting markets in Southeast Asia, Central and South America, the Middle East, and Europe [5][6]. - The company has already established a sales network in the Middle East and Africa since 1994, with cumulative sales exceeding 400,000 vehicles in that region [5]. Group 3: Future Plans and Goals - Changan plans to introduce 12 new energy vehicle models to the Southeast Asian market over the next three years and establish a parts warehouse in Thailand to serve as a right-hand drive parts center [4][8]. - The company's long-term goal is to achieve global sales of over 5 million vehicles by 2030, with overseas sales targeted at 1.5 million vehicles [8].

日经GO 春秋航空的佐贺-上海航线将增至每周往返4次 原创 阅读全文 ...

Core Viewpoint - Southeast Asian countries are tightening regulations on certificates of origin to prevent circumvention of trade restrictions on Chinese products, indicating a cooperative stance towards the U.S. to seek tariff relief [1][2]. Group 1: Regulatory Changes - Thailand announced in late April that it would modify the rules for issuing certificates of origin for 65 categories of products, including solar panels and automotive parts, requiring on-site inspections of factories to verify local procurement rates and production costs [1]. - Cambodia's Ministry of Commerce decided to implement inspections of production bases when issuing certificates of origin for exports to the U.S. starting from the 12th [1]. - Malaysia has prohibited the export of foreign-produced rubber gloves, allowing only locally produced gloves to be exported, as rubber products are among the top five export categories to the U.S. [2]. Group 2: Economic Impact - The U.S. plans to impose high reciprocal tariffs of 49%, 46%, 36%, and 24% on Cambodia, Vietnam, Thailand, and Malaysia respectively, which could significantly impact the economies of these countries [2]. - Vietnam, as a major export partner for the U.S., has taken measures to strengthen the issuance of certificates of origin, reflecting a heightened sense of urgency due to its trade surplus with the U.S. exceeding $100 billion in 2024 [2]. Group 3: Industry Implications - The tightening of regulations is seen as a protective measure for domestic industries, particularly in sectors like electric vehicles, where many components are sourced from China [3].

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。 纽约证券交易所内（资料图，Reuters） 在美国，大学毕业入职一年的银行员工年薪2024年已高达15万8889美元。"在这个行业里，根本不存在 所谓的工作与生活平衡。必须一直工作，直到任务完成。如果完不成，就不允许睡觉"，投资银行家的 平均每周工作时间为75小时…… 美国华尔街接连有年轻银行从业者去世。虽然年薪高达数千万日元，但换来的却是有时每周工作时间超 过100小时的严酷劳动环境。在接连不断的悲剧面前，管理层也开始采取措施，如管理工作时间等，但 要斩断华尔街根深蒂固的"恶习"并非易事。 28岁年轻银行家的早逝 "向卡特的家人、朋友和同事致以最深切的哀悼。" 美国投资银行杰富瑞（Jefferies）首席执行官（CEO）里奇·汉德勒（Rich Handler）今年2月在Instagram 限时动态中这样写道："如果因工作负担过重，或者因私人生活问题而困扰，请不要犹豫，立 ...

特朗普5月23日通过社交媒体平台发文，表示：这是美国钢铁与日本制铁之间有计划的合作，预计将创 造至少7万个就业岗位，并为美国经济带来140亿美元的贡献…… 美国总统特朗普5月23日批准了日本制铁对美国钢铁（US Steel）的收购。特朗普判断这项收购在安全 保障方面没有问题。这意味着在日本制铁发布收购计划一年半之后，这项将美国钢铁收入麾下的并购案 正朝着实现迈进。白宫相关人士透露了这一消息。 特朗普在23日通过自己的社交媒体平台发文，谈及日本制铁与美国钢铁之间的并购案，表示："这是美 国钢铁与日本制铁之间有计划的合作，预计将创造至少7万个就业岗位，并为美国经济带来140亿美元的 贡献"。 特朗普还指出，"这项投资的大部分将在未来14个月内实施，并将成为宾夕法尼亚州历史上最大规模的 投资"，强调美国钢铁将把总部继续设在该州的匹兹堡市，并表示："通过征收关税，钢铁将重新、并永 久地成为'美国制造'"。 5月23日，美国股市在特朗普发帖后，美国钢铁的股价急剧上涨。一度达到每股54美元，较前一交易日 上涨26%，接近日本制铁在2023年12月宣布收购提案时的每股55美元。5月23日的收盘价为52美元。 围绕日本制铁收 ...