中国女性尽情享受日本一人游 原创 阅读全文 日经GO ...

自民党总裁高市早苗在与麻生太郎会谈后接受媒体采访（10月5日，东京永田町） 高市早苗长期信奉与其保守政治理念接近的安倍晋三。她自称是安倍经济学的继承者，主张积极财政的 必要性。如果在通胀局面下采取安倍经济学式的政策，就存在助长物价上涨风险，而物价上涨正是她所 强调的"最优先应对课题"…… 日本自民党总裁高市早苗在财政和金融政策方面以前首相安倍晋三的经济政策"安倍经济学"为蓝本。她 倾向于推行积极财政与金融宽松，并在日本央行的加息方针上表现出谨慎立场。如果在通胀局面下采取 安倍经济学式的政策，就存在助长物价上涨风险，而物价上涨正是她所强调的"最优先应对课题"。 高市极有可能在10月15日召集的临时国会上被指名为日本首相。预计就任后将尽快指示政府和执政党制 定经济对策。她在10月4日的记者会上强调："无论如何都要全力投入物价高涨对策"。 高市围绕财政支出的表态，也产生了彰显与石破茂政权不同路线的效果。石破茂曾就安倍经济学表 示，"把经济变成了成本削减型的模式，这一点不好"，一直对安倍经济学持否定态度。 她提出以"净债务余额"作为财政健全化目标。这一指标是从国家与地方的债务余额中扣除金融资产后计 算的。高市主张：" ...

Core Viewpoint - The article discusses the personnel adjustments within Japan's ruling Liberal Democratic Party (LDP) under the leadership of new party president Takashi Saito, emphasizing the integration of factions to strengthen governance and maintain party unity [1][3]. Group 1: Personnel Changes - Takashi Saito is coordinating the appointment of Shunichi Suzuki from the Aso faction as the LDP Secretary-General and Taro Aso as Vice President, aiming to solidify the Aso faction as a pillar of the administration [1][3]. - Saito plans to decide on key positions such as Secretary-General, General Affairs Chairman, and Policy Research Council Chairman by October 7, with an expectation to be named the 104th Prime Minister in mid-October [3]. - The inclusion of former competitors in the presidential election for significant roles is also being considered, reflecting a strategy to unify the party [3]. Group 2: Political Strategy - Saito's governance approach emphasizes "active participation of all" and "collective strength of all generations," indicating a desire for inclusivity within the party [3]. - The article highlights the historical context of previous LDP presidents sidelining their election rivals, suggesting Saito's strategy aims to avoid such pitfalls given the current political landscape [5]. - Saito is also considering appointing former Defense Minister Minoru Kihara to a significant position, indicating a focus on maintaining strong alliances within the party [5]. Group 3: Policy Focus - Saito's immediate policy priorities include addressing rising prices, such as the repeal of the temporary gasoline tax rate, and discussing tax and social security reforms for medium to long-term strategies [6]. - The article notes that the Japan Restoration Party is open to negotiations for joining the ruling coalition, while the Komeito party has expressed concerns over certain policy proposals [6]. - Saito is also expected to engage in diplomatic efforts, including coordinating a visit from U.S. President Trump around October 28 [6].

Core Viewpoint - The Japanese stock market experienced a significant surge following the election of new Liberal Democratic Party president, Sanae Takaichi, with expectations of fiscal expansion and monetary easing driving investor sentiment [4]. Group 1: Market Performance - On October 6, the Nikkei average index rose by 2,175.26 points, marking a 4.8% increase and reaching a record high of 47,944.76 points [2]. - This single-day increase is noted as the fourth largest since the index's inception [2]. Group 2: Political Impact - The election of Sanae Takaichi, the first female president of the Liberal Democratic Party, shifted market expectations, leading to a rapid buying of Japanese stocks and selling of yen [4]. - The market had initially anticipated the election of Agriculture Minister Yoshikazu Koizumi, making Takaichi's victory a surprise that fueled optimism among investors [4]. Group 3: Sector Performance - Stocks related to Takaichi's proposed policies on defense, nuclear fusion, and space saw significant buying interest, with companies like Mitsubishi Heavy Industries, IHI, Fujitsu, and Mitsubishi Electric reaching new highs [4]. - Cybersecurity stocks such as NEC and Trend Micro also experienced substantial price increases [4]. Group 4: Market Sentiment - Approximately 90% of stocks in the Tokyo Stock Exchange Prime market saw gains, reflecting a broad-based rally driven by investor optimism regarding potential reforms in Japan [4].

美国铁 路巨头联合太平洋（Union Pacific）收购同行企业诺福克南方铁路（Norfolk Southern） 7-9月的并购实际交易额同比增长39%，达到1.1031万亿美元。美国经济保持稳健，曾作为不确定性因素 的特朗普关税问题趋于平息，企业正转向积极的经营姿态…… 全球并购市场呈现繁荣态势。英国伦敦证券交易所集团（LSEG）数据显示2025年7-9月的并购实际交易 额同比增长39%，达到1.1031万亿美元，这是7~9月交易额四年来首次突破1万亿美元大关。 除美国经济保持稳健外，曾作为不确定性因素的特朗普关税问题趋于平息，企业正从保守转向积极进攻 的经营姿态。 美国是此次并购热潮的核心驱动力，其交易额同比增长48%，增速超过欧洲的34%和日本的38%。美国 企业作为收购方达成的交易总额达5706亿美元，创下四年来的高点，占全球并购总额的一半。 据金融信息服务机构Mergermarket统计，今年以来，全球范围内交易额超过100亿美元的大型并购案已 达49起，创下历史最高纪录。 日本经济新闻（中文版：日经中文网）纽约 三岛大地 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。 ...

泷田洋一： 如今，通胀、人手不足与薪资上涨已逐渐成为日本经济运行的"新常态"，就在这一经济转 型的关键节点，对经济政策关注不足的石破茂即将卸任…… 泷田洋一： 在10月4日举行的自民党总裁选举中，高市早苗击败事前预期的热门人选，当选为新任总 裁。股票市场对高市早苗主张的"负责任的积极财政"表示欢迎，而债券市场则担忧国债发行量可能增 加。尽管政权初期一般都会出现此类预期，但市场似乎尚未预感日本经济会迎来更为重大的变革。 当前市场充满了看似矛盾的理论。其中最典型的例子是，尽管石破茂政权在任期间对经济政策关注不 足，日经平均股价却以历史高点为其任期画上了"善始善终"的句号。与此同时，面对"人手不足"这一严 峻挑战，企业为求生存所采取的应对举措，正不断催生超出预期的结果。或许，这种切实感受正是当前 市场态势背后的逻辑。 9月日本银行（央行）发布的全国企业短期经济观测调查（简称"短观"）显示，企业的软件投资呈现爆 发式增长态势。从2025年度的投资计划来看，大型企业同比增长10.7%，这一数据尚在预料之中，而真 正令人瞩目的是中坚企业和中小企业的表现——中坚企业的投资计划同比增长14.6%，中小企业更是同 比增长28. ...

日本自民党新任总裁高市早苗在4日的记者会上明确了"积极财政"政策方向。除了尽早降低汽油税之 外，高市还提出将支援亏损企业为员工加薪。外交方面，高市主张设置谍报机构的指挥部"国家情报 局"…… 在10月4日召开的记者会上，日本自民党新任总裁高市早苗明确了"积极财政"政策方向。除了尽早降低 汽油税之外，高市还提出将支援亏损企业为员工加薪。关于日本银行（央行）的货币政策，高市表 示"政府应承担责任"，并要求与央行开展紧密对话。 在自民党总裁选举期间，高市早苗便将"负责任的积极财政"列为竞选承诺。4日的记者会上，她再次呼 吁尽早取消汽油税的原暂定税率（目前该税率约为每升25日元），同时提及正探讨增加地方政府用于应 对物价上涨的补贴资金。 高市早苗解释称，将为那些因亏损而无法适用"加薪促进税制"的中小企业及小规模经营者提供加薪支 持。"加薪促进税制"是通过减免加薪企业法人税来鼓励企业加薪的制度，但对于无需缴纳法人税的亏损 企业而言，该制度的实际益处有限。 在日本政府与央行的协作方面，高市早苗展现出积 极态度。她认为需求增长带动物价上涨的局面是理 想状态，表示"应与央行保持密切对话，直至实现这一目标"。她还指出"日本经济 ...

齐藤铁夫提出了三个担忧事项，分别为：（1）明确"政治与金钱"问题的界限、加强对企业及团体政治 献金的监管；（2）历史认知与参拜靖国神社；（3）与外国人的共生。他齐藤向高市表示："众多支持 者感到担忧。若这些问题得不到解决，就无法组建联合政权。" 靖国神社（资料图） 过去高市早苗曾在终战日前往靖国神社参拜。不过在此次自民党总裁选举的辩论过程中，高市没有对这 一问题作出明确表态…… 10月4日日本公明党代表齐藤铁夫与日本自民党新任总裁高市早苗会谈，齐藤就靖国神社参拜问题表达 了担忧。会谈结束后，齐藤铁夫向记者团表示："对于这一问题至今已发展为外交问题的现实，我们感 到担忧。" 日经中文网 https://cn.nikkei.com 据悉，高市早苗对此回应称"希望能够消除担忧"。在当选总裁后于自民党总部召开的记者会上，高市早 苗关于参拜靖国神社表示"将在恰当的时候作出恰当判断"。 过去高市早苗曾在8月15日终战日前往靖国神社参拜。不过在此次自民党总裁选举的辩论过程中，高市 没有对这一问题作出明确表态。 在自民党总裁选举期间，齐藤铁夫曾表示："若不符合我们所秉持的保守中庸路线理念，我们就无法与 其组建联合政权。" 版 ...

中国首家"吉伊卡哇"专卖店落户上海 原创 阅读全文 日经GO ...

Core Viewpoint - The article discusses the rise of Sanae Takaichi as the first female leader of Japan's ruling Liberal Democratic Party (LDP) and her potential to become Japan's first female Prime Minister, breaking the "glass ceiling" in Japanese politics [1][2]. Group 1: Background and Political Journey - Sanae Takaichi was born in Osaka and grew up in Nara, graduating from Kobe University before entering the Matsushita Institute of Government and Management, marking the beginning of her political career [3]. - She has a history of political involvement, including her first unsuccessful attempt at the Senate election in 1992, followed by her election to the House of Representatives in 1993 [3][11]. - Takaichi has held various significant positions, including Deputy Minister of Economy, Trade and Industry, and Minister of Internal Affairs and Communications, showcasing her extensive experience in government [3][12]. Group 2: Political Ideology and Influences - Takaichi is viewed as a conservative within the LDP, with her strong nationalistic stance rooted in the U.S.-Japan trade friction of the 1980s [4]. - Her experience working in the office of U.S. Congresswoman Patricia Schroeder shaped her perspective on Japan's self-defense and international standing [5]. - Influenced by former British Prime Minister Margaret Thatcher, Takaichi considers her a political role model and often refers to her autobiography for guidance [13][14]. Group 3: Policy Focus and Personal Experiences - Takaichi emphasizes policies that reflect the perspectives of everyday citizens, drawing from her personal experiences caring for her parents and managing her own health issues [12]. - She advocates for the establishment of comprehensive hospitals addressing women's health issues and the introduction of a national qualification system for domestic support services [12]. Group 4: Political Strategy and Future Aspirations - Despite setbacks in previous leadership elections, Takaichi remains focused on building alliances and refining her policies, preparing for future leadership contests [15][18]. - She aims to create a core team of young and mid-level politicians to support her potential administration, indicating her strategic approach to leadership [18]. - Takaichi's goal transcends merely being the first female Prime Minister; she seeks to achieve recognition through tangible political accomplishments [19].