国际航线航站楼到达大厅里挤满了访日游客等（2025年11月，福冈机场） 日本政府曾于2024年12月宣布面向中国人放宽签证发放政策，当时提方案是新设10年签证 等，但一直没有进展。是否向外国人发放签证被视为各国的"主权行为"，即便一度对中国表 态的签证放宽措施未能按计划实施，也并不等于违反国际承诺…… 日本政府曾于2024年12月宣布面向中国人放宽签证发放政策，但一直没有进展。原来的目标 是2025年春季前后开始实施，但因执政党自民党内部出现反对意见，相关程序陷入停滞。随 着11月以后中日关系恶化，尽快实施这一措施的难度加大。 日本时任外相岩屋毅在2024年12月访问北京时宣布了放宽签证的措施。在中共中央政治局委 员兼外长王毅等人出席的高级别对话场合，日方提出了放宽签证的方案。 目前，个人游客可在有效期内多次入境日本的"多次旅游签证"分为两种，有效期分别为3年和 5年。当时所提方案的内容是，在此基础上新设有效期为10年的签证。同时，还将面向团体游 增加旅游签证的可逗留天数，以提升访日中国游客的方便性。 自宣布这一措施之初，自民党内部就出现了反对日本政府相关方针的声音。中日之间存在很 多悬而未决的问题，包括对" ...

Group 1 - The Nikkei average index fell by 0.37% on December 30, closing at 5,339.48 points, marking a decline of 187.44 points from the previous trading day [2] - Despite the decline, the Nikkei average index has achieved a new year-end closing high for two consecutive years [4] - Market expectations suggest that capital efficiency for Japanese companies will further improve in 2026, providing support for stock prices [4]

12月30日获悉，日本共产党前议长不破哲三（本名上田建二郎）已去世。日本共产党相关人 士对外披露了这一消息。 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 不破哲三1930年出生于东京。1969年在众议院选举中从旧东京第6选区参选并首次当选，此 后连续当选11次，直至2003年退出政坛。2000年至2006年期间担任日本共产党议长。 ...

Manus作为"第二个DeepSeek"而备受瞩目，目前其研发基地已转移至新加坡…… 美国Meta于当地时间12月29日宣布收购来自中国的人工智能（AI）企业Manus。Manus 作为"第二个DeepSeek"而备受瞩目，目前其研发基地已转移至新加坡。但也可能出现对美国 科技巨头获取来自中国的技术的担忧。 Manus涉足完成市场调查和编码等人类工作的高度"AI智能体"。年度经常性收入 （ARR）为1亿2500万美元。Meta并未透露收购条件等详细信息。 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 Manus在中国被誉为第二个DeepSeek，但在融资和服务拓展方面出现了课题，后来将研 发基地转移到了新加坡。Manus的母公司4月从美国知名风险投资公司获得了7500万美元的 投资，美国当局已开始调查是否违反对华投资管制。 Manus的官网 Manus使用美国公司的基础AI模型，在中国以外提供服务。但美国特朗普政府加强了对高 机密性的技术领域的对华投资的监管，也有可能出现对Meta吸收来自中国的技术的担忧。 Meta在接受《日 ...

Core Viewpoint - Japan has expressed its intention to formally participate in the European Union's defense industry support framework, known as the "European Security Action (SAFE)," which aims to reduce reliance on the United States and support regional enterprises with a funding capacity of up to €150 billion [3][4]. Group 1 - The EU has established a financing mechanism under SAFE with a total funding capacity of up to €150 billion to support member states in developing and procuring defense technologies such as drones and missile defense systems [3]. - Japan's participation in the SAFE framework will allow Japanese companies to collaborate with EU firms in the development and production of new defense products, potentially expanding Japan's defense market in Europe [3][4]. - If an agreement is reached, Japanese companies could still qualify for funding even if the proportion of Japanese-made components exceeds 35% in jointly developed products [4]. Group 2 - The EU's initiative to strengthen security guarantees includes a broader funding plan of up to €800 billion, which is part of its strategy to enhance defense capabilities and reduce dependency on the US [3]. - Japan and the EU established their first security and defense partnership in November 2024, focusing on the Indo-Pacific region, which facilitates Japan's involvement in the SAFE framework [3].

Core Viewpoint - The article discusses the current state of the Japanese yen against the US dollar, highlighting the market's expectations regarding potential foreign exchange interventions by the Japanese government and central bank, particularly in response to the yen's depreciation [2][5][9]. Group 1: Current Exchange Rate Situation - As of December 29, the exchange rate for the yen was between 156.0 and 156.4 yen per dollar, indicating a lack of direction in the market [2]. - The market's vigilance regarding foreign exchange interventions has decreased, with participants believing that the government and central bank may not be ready to intervene decisively [2][5]. - The yen's depreciation accelerated after the Bank of Japan raised interest rates, with the yen briefly falling to between 157.5 and 157.9 yen per dollar on December 22 [4]. Group 2: Market Sentiment and Intervention Expectations - There is a prevailing belief that the government may wait until the exchange rate exceeds 165 yen per dollar before taking intervention actions to avoid wasting foreign reserves [5][8]. - The market sentiment shifted to a more relaxed state as the rapid depreciation of the yen halted, with officials indicating that they have discretion regarding intervention measures [5]. - The current short positions in the yen have reached a high level, suggesting that market participants are positioning themselves for further yen weakness [6]. Group 3: Future Projections and Risks - Starting from January 2026, there may be renewed pressure on the yen due to increased investments in overseas assets through the new NISA program, potentially leading to a selling wave [9]. - Concerns are raised that if the government is forced to intervene due to gradual yen depreciation, it may not effectively support the yen, leading to increased selling pressure [9]. - The effectiveness of future interventions may diminish, with estimates suggesting that 5 trillion yen could only raise the yen's value by 3 to 4 yen, compared to previous interventions where 1 trillion yen raised it by 1 yen [8].

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。 编者荐语： 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。 以下文章来源于日经BP ，作者日经BP 日经BP . 如果被问到"今年的年度人物选谁？"，或许每个人脑海中都会闪过吉沢亮的脸。他主演的电影《国宝》观影人数达1207万人，票房突破170亿日元 （截至11月10日）。在日本成为一种社会现象，成为2025年最热门的真人版电影。 此次的作品是一部超级大作，讲述了出身于长崎黑帮一族的主人公立花喜久雄（吉沢饰）被歌舞伎界的名角收养、成长为"人间国宝（编者注：指日 本对在传统技艺、表演艺术等领域拥有无可替代技艺者所授予的最高级别称号）"。演员们进行了约1年半的排练，在没有特技的情况下完成歌舞伎表演， 也引起了话题。当记者问吉沢"2025年是怎样的一年"时，他首先谈起了《国宝》。（蓝字部分为受访者的回 ...

Core Viewpoint - iRobot, the pioneer of robotic vacuum cleaners, has filed for Chapter 11 bankruptcy primarily due to misjudgment of consumer needs, competition from Chinese companies, and regulatory hurdles preventing a potential acquisition by Amazon [4][6]. Group 1: Reasons for Bankruptcy - The first reason for iRobot's bankruptcy is the misjudgment of consumer demand, particularly in the late 2010s. The company failed to adopt high-performance LiDAR sensors, relying instead on cameras, which led to a lag in product functionality compared to competitors [4][6]. - The second reason is the intense competition from Chinese companies such as Ecovacs, Roborock, and Dreame Technology, which introduced features like LiDAR and mopping capabilities that iRobot's Roomba lacked. This competition has significantly reduced Roomba's global market share from 49% in 2017 to 22% in 2022 [6]. - The third reason is the failure to secure a merger with Amazon, which was blocked by U.S. and EU regulators due to concerns over market competition and data privacy. Amazon's proposed acquisition, valued at approximately $1.7 billion, was abandoned in 2024 [6].

Core Viewpoint - Japanese automotive industry, which has held the top position for over 20 years, is projected to drop to second place as Chinese automotive sales are expected to grow by 17% year-on-year, reaching approximately 27 million units by 2025 [1][5]. Group 1: Global Sales Projections - China's global automotive sales are expected to increase by 17%, reaching around 27 million units by 2025, while Japanese automakers are projected to maintain sales at approximately 25 million units [5][6]. - In 2023, China has already become the largest automotive exporter, solidifying its status as a major automotive power [5][6]. - The sales figures include both domestic and overseas markets, with the classification based on the investment ratio of manufacturers [3]. Group 2: Domestic Market Dynamics - In China, government policies supporting the adoption of electric vehicles (EVs) and plug-in hybrid vehicles (PHVs) have resulted in nearly 60% of passenger cars being new energy vehicles [6]. - There are signs of oversupply in the domestic market, leading to price competition, with major automaker BYD starting to reduce prices [6][8]. - The sales of new energy passenger vehicles priced between 100,000 to 150,000 yuan account for 23% of the overall sales [6]. Group 3: Regional Sales Trends - In ASEAN, where Japanese cars previously dominated, Chinese automotive sales surged by 49%, reaching approximately 500,000 units [8]. - In Europe, Chinese car sales are expected to grow by 7%, reaching around 2.3 million units, despite the EU imposing tariffs on Chinese EVs [9]. - In Africa, sales are projected to increase by 32%, reaching 230,000 units, while in Latin America, sales are expected to grow by 33%, reaching 540,000 units [9]. Group 4: Protectionist Measures - Countries are increasingly implementing tariffs and new standards to protect their domestic industries, with the U.S. and Canada imposing tariffs exceeding 100% on Chinese EVs [10]. - The EU has also imposed tariffs of up to 45.3% on Chinese EVs and introduced standards for small EVs to promote local production [10].

Core Viewpoint - China's trade surplus is expected to exceed $1 trillion for the first time by 2025, despite facing challenges such as the "Trump tariffs" and excess production capacity [2]. Group 1: Trade Performance - From January to November, China's exports to the U.S. decreased by 19%, while exports to the European Union increased by 8% and to ASEAN by 14% [2]. - The global trade distortion issue is expected to deepen by 2025 due to the impact of U.S. tariffs and China's surplus production, leading to Chinese products entering European and Southeast Asian markets at disruptive low prices [2]. Group 2: Global Trade Dynamics - U.S. Treasury Secretary has indicated that the world cannot fully absorb China's excess production capacity, suggesting that countries outside the U.S. may also raise tariffs on Chinese products [4].