Core Viewpoint - Apple plans to initiate trial production of foldable iPhones in Taiwan before moving to mass production in India, aiming to reduce risks associated with geopolitical tensions between the US and China [2][4][5] Group 1: Production Strategy - Apple is discussing the establishment of a small-scale trial production line in Taiwan to validate equipment and manufacturing processes for foldable iPhones, which will later be replicated in India for mass production [4][5] - The strategy aims to mitigate risks from US-China and China-India tensions, as well as logistical challenges related to equipment and personnel [5] Group 2: Market Expectations - Apple anticipates that the introduction of the long-awaited foldable iPhone will contribute to a 10% increase in overall iPhone shipments by 2026, targeting approximately 95 million units for the new generation iPhone [4][5] - The total production target for all iPhone models in 2026 is projected to exceed 240 million units, reflecting a growth of about 10% compared to the current year [5] Group 3: Market Potential for Foldable Phones - The global smartphone market is nearing saturation, making foldable smartphones a key area for growth, with TrendForce predicting that global shipments of foldable smartphones will reach 19.8 million units by 2025, accounting for 1.6% of total smartphone shipments [5] - Samsung currently leads the foldable smartphone market, followed by Huawei [5]

Group 1 - The core viewpoint of the article highlights the turmoil in the power semiconductor industry, particularly surrounding silicon carbide (SiC) due to the bankruptcy filing of Wolfspeed, a major manufacturer, which is expected to have significant financial repercussions for companies like Renesas Electronics [3][5][6] - The electric vehicle (EV) market's slowdown has led to challenges for the silicon carbide industry, indicating a shift in the business model of power semiconductors [5][6] - The article notes that Renesas Electronics is projected to incur a loss of approximately 250 billion yen due to the situation, while Rohm plans to implement loss reduction measures amounting to 30.3 billion yen in the fiscal year 2024 [3][5] Group 2 - The article discusses the high-risk, high-reward nature of the power semiconductor market, emphasizing the significant changes in business dynamics linked to the anticipated growth of the EV market, which was previously expected to surge around 2025 [6]

宣布参选自民党总裁的日本前经济安全保障相高市早苗（9月18日，日本国会内） 这是高市第三次参加总裁选举。在2024年的选举中，她在决胜轮投票中被石破逆转…… 在宣布参选之前，高市在国会内与自民党最高顾问麻生太郎举行了大约15分钟的会谈，告知了参选意 向。她向记者透露："我向他表示了自己的问候和决心"。 高市为日本众议院奈良第二选区议员，已当选十次。此次是她继2021年、2024年之后第三次参加总裁选 举。在2024年的选举中，她在党员和党友选票方面超过了石破茂，在首轮投票中位居第一。最后在决胜 轮投票中被逆转。 在石破政府执政下，高市拒绝了出任自民党总务会长的邀请。以自民党治安・反恐・网络犯罪对策调查 会长的身份，致力于"黑工"对策及非法在线赌场管制法的立法等工作。 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 日本自民党前经济安全保障相高市早苗于9月18日宣布将参加自民党总裁选举。她在国会内对记者表 示："当前需要的是能使人们对生活和对未来的不安变成梦想和希望的政治。我会拼命努力"。 日本自 民党总裁选举将于9月22日发布公 ...

Group 1 - The Japanese shipbuilding industry is facing intense competition from China and South Korea, leading to a decline in market presence [2][4] - The Japanese government aims to double shipbuilding volume to 18 million gross tons by 2035, increasing global market share from approximately 13% to 20% [4] - Cost challenges are critical, with Japanese bulk carrier construction costs being 100 compared to China's 80, necessitating measures to reduce material costs and improve production efficiency [5] Group 2 - A roadmap will be developed by the Japanese government before autumn to clarify policy content and investment scale, including quantitative indicators [4] - Specific support measures will be introduced in the supplementary budget for fiscal year 2025 and the budget for fiscal year 2026 [4] - The government will encourage inter-company collaboration and digital transformation within the shipbuilding sector [4]

与2024年末相比，日经平均股指上涨14%，超过美国S&P500（12%）和欧洲STOXX600（8%）。日本 经济的通胀逐步固定下来、公司治理改革推进、国内政治摆脱停滞等因素，日本股市被"低估"的原因正 一个个被消除…… 日经平均股指9月18日首次突破4万5000点大关（摄于东京都中央区"KABUTO ONE"） 推动涨势的原因之一是通胀逐步固定。消费者物价指数（CPI，剔除生鲜食品）自2024年12月起，连续 同比增长超过3%。2025年4至6月季度的国内生产总值（GDP）在物价上涨带动下，以名义值年率折算 达到635万亿日元，创历史新高。名义GDP倾向于与日经平均股指缓慢联动，推动资金流入内需相关股 票。 公司治理改善也是关键。东京证券交易所号召的资本效率改善正在推进，股票回购金额增长至史上最大 规模。日本国内外的并购（M&A）也在增加，通过增长扩大利润的趋势正在具体化。 野村证券执行服务部董事总经理佐野敬分析认为："企业改革推进，减少了日本股的折价因素，加上通 胀固定下来的宏观环境改善，更容易吸引买盘"。 大阪百货店因阪神队夺冠特卖热闹非凡 日经平均股指9月18日首次站上4万5000点大关，年初以来的 ...

Core Viewpoint - The article discusses the rising popularity of hybrid beef in Japan, which is cheaper and healthier compared to traditional Wagyu beef, indicating a shift in consumer preferences towards more affordable and nutritious options [2]. Group 1: Market Trends - Hybrid beef sales in Japan have surged, reflecting a growing consumer demand for cost-effective meat alternatives [2]. - The price of hybrid beef is significantly lower than that of Wagyu, making it an attractive option for budget-conscious consumers [2]. Group 2: Health Benefits - Hybrid beef is marketed as a healthier alternative, appealing to health-conscious consumers who are looking for better nutritional profiles in their meat choices [2]. - The article highlights the nutritional advantages of hybrid beef, which may include lower fat content compared to traditional beef [2]. Group 3: Consumer Behavior - There is a noticeable shift in consumer behavior as more people are willing to try hybrid beef, driven by both economic factors and health considerations [2]. - The trend suggests that consumers are increasingly prioritizing value for money while also being mindful of their health [2].

Core Viewpoint - The Federal Reserve's decision to restart interest rate cuts reflects a challenging balance between high inflation and slowing employment, indicating a rare dual risk scenario in the current economic landscape [2][9]. Group 1: Interest Rate Decision - The Federal Open Market Committee (FOMC) decided to cut rates by 0.25%, with only one dissenting vote, contrary to expectations of more opposition [3][10]. - The median forecast among FOMC participants now suggests three rate cuts by the end of the year, an increase from previous expectations [10][11]. Group 2: Economic Context - The current economic situation is unusual, as typically, economic slowdowns lead to reduced employment and lower inflation rates. However, high tariffs are exerting upward pressure on prices [5][6]. - The unemployment rate is projected to rise from 4.3% in August to 4.5% by the end of the year, indicating a slight deterioration in the labor market [6]. Group 3: Inflation Concerns - The FOMC anticipates that the Personal Consumption Expenditures (PCE) price index will increase by 3.0% year-over-year in the last quarter, significantly above the 2% target [6]. - Concerns remain that the pass-through of tariff costs to consumer prices will continue to escalate into the next year [6]. Group 4: Political Influences - The meeting occurred under the influence of political pressures, particularly from President Trump, who has been vocal about his expectations for more aggressive rate cuts [11][12]. - The presence of differing opinions among FOMC members highlights the ongoing debate regarding the appropriate monetary policy response [11][13]. Group 5: Economic Resilience - Despite the slowdown, recent economic indicators suggest strong consumer spending, with FOMC participants raising their growth rate forecast for the last quarter from 1.4% to 1.6% [14]. - High-income consumer spending and investments in AI-related technologies are expected to continue driving economic activity [15].

日本将连续两年由已表明将辞职的首相出席这一世界各国首脑齐聚的外交场合。为此，日本外交的重新 布局将需要一定时间。 日本首相石破茂将出席在纽约举行的联合国大会并在一般性辩论上发表演讲。这是日本连续两年由决定 辞职的首相出席这一外交场合。为了向海外传递自己对"战后80年"的深切思考，石破一直将联合国大会 视为重要机会…… 日本首相石破茂将出席在纽约举行的联合国大会并在一般性辩论上发表演讲。他将强调今年恰逢联合国 成立80年与"战后80年"，并提及联合国改革的必要性。他还将谈及乌克兰及中东局势，并呼吁不应该再 让战争重演。 联合国将于9月22日开启各国首脑陆续举行会议和发表演讲的"高级别会议周"。石破在9月16日的自民党 干部会议上表示"如果各种情况允许，打算参加"。 为了向海外传递自己对"战后80年"的深切思考，石破一直将联合国大会视为重要机会。即便在9月7日宣 布将辞职后，他仍与日本外务省官员等人私下反复筹备演讲事宜。 演讲的时长预计为20分钟左右。核心内容为联合国改革、巴勒斯坦问题、俄乌战争、核裁军等。 预计石破还将结合联合国成立80年这一节点，谈及"不战"的重要性。联合国成立于1945年，旨在维护世 界和平 ...

日本观光厅每季度实施入境消费动向调查，其中针对观光目的访日游客的同行情况及属性等问题，按时 间序列梳理了变化趋势。回答 "一个人" 访日的中国游客比例在4～6月为23.5%，超过了1～3月的 22.0%。 2019年全年这一比例为12.2%，2024年则升至21.0%。而与"家人/亲属"、"公司同事"一同访日的比例有 所下降。与其他国家和地区相比，中国游客"一个人"访日的比例也较高。 旅游业内人士表示，"一个人"访日的中国游客"以20～40岁女性居多"。从整体中国游客来看，4～6月女 性占比超过6成。而全球访日游客中，女性占比仅为5成左右。日本在地理位置上与中国比较近、安全且 环境整洁，因此成为备受青睐的旅行目的地。 中国游客占到访日游客总数的2成（2024年，关西国际机场到达大厅） 在1～7月2495.54万人次的访日游客中，中国游客数量位居各国及地区首位，占比超过2成，达到569万 人次，同比增长47.9%，也超过了疫情前2019年同期的558万人次，自由行的比例已达到近9成…… 在访问日本的中国游客中，"一个人"访日的比例不断上升。2025年4～6月，大约每4名中国访日游客中 就有1人是"一个人"访日的 ...

编者荐语： FT中文网 . 9月2日， 中国和俄罗斯、蒙古国进行了领导层三方会晤 。这次会晤达成的一项重要而具体 的成果，是三方就"西伯利亚力量2号"天然气管道项目（Power of Siberia 2）签署了具有约 束力的备忘录。 作为 "西伯利亚力量1号"（即"中俄东线天然气管道"）的姊妹项目， "西2" 年设计输气能力 500亿立方米，经由蒙古进入中国。同时，中俄双方还签署商业协议，计划将现有 "西1" 对 华年输气规模从380亿立方米提升至440亿立方米，并把在建的'远东线'输气规模从原计划的 100亿立方米上调至120亿立方米。 英国《金融时报》集团旗下唯一的中文商业财经网站，旨在为中国商业菁英和决策者们提供每日不可或 缺的商业财经资讯、深度分析以及评论。 欧俄能源合作的终结，意味着俄罗斯必须转向亚洲，为其天然气资源寻找新的长期 市场。 文丨谭浩 日本经济新闻社与金融时报2015年11月合并为同一家媒体集团。同样于19世纪创刊的日本和英国的两家 报社形成的同盟正以"高品质、最强大的经济新闻学"为旗帜，推进共同特辑等广泛领域的协作。此次， 作为其中的一环，两家报社的中文网之间实现文章互换。 以下文章来 ...