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韩国总理接受日经独家采访谈加入CPTPP
日经中文网· 2025-09-13 00:31
Group 1 - The core viewpoint of the article emphasizes the positive attitude of South Korea towards strengthening economic cooperation with Japan through joining the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) [2][4] - South Korea has not signed a bilateral Free Trade Agreement (FTA) with Japan, making the accession to CPTPP effectively equivalent to signing a "Korea-Japan FTA" [5] - The South Korean Prime Minister Kim Min-seok indicated that the timing for joining CPTPP is uncertain and will depend on various conditions, including domestic agricultural support policies [5] Group 2 - Kim Min-seok stated that South Korea has adhered to its standards and testing regarding the import ban on Japanese seafood, indicating that the current restrictions will remain in place [5] - The article discusses the potential for future leadership changes in Japan and expresses hope that the new Prime Minister will maintain friendly relations with South Korea and cooperate with the US [5] - Regarding North Korea, Kim Min-seok expressed skepticism about the prospects for US-North Korea dialogue and suggested that prioritizing US-North Korea discussions may be more realistic than pursuing inter-Korean talks at this time [5] Group 3 - The article briefly touches on the ongoing investigation into the World Peace and Unification Family Association (formerly known as the Unification Church), highlighting two core issues: the potential for illegal political funding and the use of political power by religious groups [6][7]
日本1~6月查获约1.7万件仿冒品,84%发自中国
日经中文网· 2025-09-13 00:31
Core Viewpoint - The Japanese Ministry of Finance reported that in the first half of 2025, customs seized 17,249 counterfeit luxury goods and other imitation products, marking a 6% decrease from the previous year but remaining above 15,000 for three consecutive years, indicating a persistent high level of counterfeit goods in the market [1][5]. Group 1 - In the first half of 2025, 84% of the seized counterfeit goods originated from China, followed by 9% from Vietnam, highlighting the significant role of these countries in the counterfeit market [3]. - The types of seized products included electronic items like batteries, household goods such as water purifier filters, and automotive parts, which pose safety risks due to unverified quality [3]. - The Ministry of Finance urged consumers to avoid purchasing items that are extremely low-priced or of uncertain quality, recommending that they buy through legitimate channels [3].
日经平均股指连续3天创新高,报收于4万4768点
日经中文网· 2025-09-12 08:00
软银集团正与美国甲骨文公司在巨额投资AI基础设施的"星际之门"(Stargate)计划上展开 合作。软银集团将市值净资产(NAV,从所持股票价值中扣除净有息负债)作为衡量自身企 业价值的标尺,截至6月底其NAV约为32万亿日元。随着今夏美国高科技股上涨,NAV也被认 为有所增加。软银集团的市值则膨胀至26万亿日元多。 9月12日的东京股市中,日经平均股指连续第3个交易日上涨,收盘于4万4768.12点,较前 一交易日上涨395.62点(0.89%)。这是日经平均股指连续3个交易日刷新历史最高纪录。 除了人工智能(AI)相关股票买盘持续外,市场对美联储(FRB)重启降息的期待进一步升 温,投资者的风险偏好增强。作为日本股市特有的利好因素,自民党总裁选举中前经济安全 保障相高市早苗的参选也形成助推。三大买入条件共同推动日本股市上涨。 9月11日的美国股市中,道琼斯30种工业股指数首次突破4万6000点关口,美国主要三大指 数齐创历史新高。与日经平均联动性较高的费城半导体指数(SOX)已连续第6日上涨,并连 续刷新最高纪录。在东京市场,爱德万测试、藤仓等AI相关股票的买盘持续,加上软银集团 (SBG),均连续刷新上 ...
中国日本商会会长谈在华日籍员工因间谍罪被抓
日经中文网· 2025-09-12 08:00
Core Viewpoint - The president of the China Japan Chamber of Commerce, Tetsuro Honma, emphasizes that the risk of being detained in China is low if companies engage in normal business activities without external intelligence gathering [2][6]. Group 1: Risks and Concerns - Since the implementation of China's Anti-Spy Law in 2014, at least 17 Japanese individuals have been detained, raising concerns among Japanese nationals in China [4]. - A recent case involved a male employee from Astellas Pharma, who was sentenced to 3 years and 6 months for espionage, highlighting the risks associated with intelligence activities [4]. - The Japan Chamber of Commerce has urged the Japanese government to clarify what constitutes risky behavior to prevent business personnel from being involved in intelligence gathering [5]. Group 2: Safety Measures - Following incidents of violence against Japanese nationals, companies like Panasonic have allowed employees and their families to temporarily return to Japan to ensure their safety [7]. - A survey of approximately 8,000 Japanese companies in China revealed that 60% plan to maintain or increase their investments, contingent on the safety of Japanese nationals [6][7]. Group 3: Future Engagement with China - The Japanese labor force is declining, making it crucial for Japan to leverage China's innovation to maintain competitiveness [8]. - The Japan Chamber of Commerce aims to promote economic exchanges with China while distancing itself from intelligence collection activities [9].
美国财长贝森特将与何立峰在西班牙会谈
日经中文网· 2025-09-12 08:00
Core Viewpoint - The upcoming visit of U.S. Treasury Secretary Becerra to Europe from September 12 to 18 will focus on discussions with Chinese Vice Premier He Lifeng, particularly regarding the sale of TikTok and other economic and trade-related issues between the U.S. and China [1][3]. Group 1 - The U.S. Treasury Department announced that discussions will cover important national security, economic, and trade issues, including TikTok and anti-money laundering networks [3]. - A law in the U.S. that deems TikTok's operation under Chinese capital as illegal took effect in January, leading to demands for the sale of TikTok's U.S. operations [3]. - The deadline for TikTok's sale has been extended multiple times, with the next deadline set for September 17 [3]. Group 2 - Following a series of high tariffs and retaliatory measures, the U.S. and China have paused tariff measures after negotiations in May, with the current suspension set to last until November 10 [3].
日经BP精选:优衣库打造体验型门店培养孩子的自主决策能力
日经中文网· 2025-09-12 02:38
Group 1 - The core viewpoint of the article emphasizes Uniqlo's initiative to engage children in thinking about clothing coordination through interactive activities [5] - The event provides an opportunity to cultivate "independent thinking skills" among children, enhancing customer interaction [5] - In the era of e-commerce, the company is exploring the role of physical stores as "experience venues" [5]
中国长期利率升至5个月的高点
日经中文网· 2025-09-12 02:38
Group 1 - The 10-year government bond yield in China rose to 1.87% on September 11, reaching a five-month high, driven by market expectations of additional economic stimulus policies [2][4] - The increase in bond yields indicates a sell-off in the bond market, as investors anticipate a further rise in the stock market [2][4] - The 30-year government bond yield also reached 2.2%, marking a six-month high, reflecting growing concerns about short-term trading restrictions on bonds [4] Group 2 - The adjustment plan for investment fund fees announced by the China Securities Regulatory Commission on September 5 has heightened market fears regarding the suppression of short-term bond trading [4] - The chief economist for emerging markets at SMBC Nikko Securities noted that with the ongoing downturn in the real estate sector, there is a rising interest in stocks as an investment option, suggesting a strong possibility of further interest rate increases supported by stock market gains [4]
墨西哥将对中国汽车等征收最高50%关税,背后有何算盘
日经中文网· 2025-09-12 02:38
Core Viewpoint - Mexico is increasing tariffs on automobiles imported from China and other countries without trade agreements, aiming to protect domestic industries and strengthen its negotiating position with the United States [2][4][10]. Group 1: Tariff Increases - Mexico's Economy Minister, Ebrard, announced a tariff increase on cars imported from China from approximately 20% to 50% [2][4]. - The increase in tariffs will also apply to imports from countries such as South Korea, Thailand, India, Indonesia, Russia, and Turkey, while Japan is exempt due to an economic partnership agreement [4][5]. - The total number of product categories affected by the tariff increase is around 1,400, including automobiles, auto parts, clothing, and steel products [5]. Group 2: Strategic Intentions - The Mexican government aims to impose strategic tariffs on countries without trade agreements to create a fairer competitive environment [5][10]. - This move is seen as aligning with the U.S. government's stance to reduce trade deficits and prevent Chinese goods from entering Mexico through other Asian countries [6][10]. - Mexico's actions are intended to leverage its position in ongoing trade negotiations with the U.S., particularly in light of previous tariff discussions initiated by the Trump administration [10][14]. Group 3: Legislative Process - The Mexican government plans to submit a bill to Congress for the implementation of these high tariffs, with expectations of smooth passage due to the ruling coalition's majority [10][11]. - The budget proposal for 2026, which includes these tariff plans, is expected to be approved without significant obstacles [10].
李在明:日韩应建立新合作框架
日经中文网· 2025-09-12 02:38
韩国总统李在明(资料图,KYODO) 韩国总统李在明11日迎来就任100天,在记者会上,他表示"尤其是经济领域需要与日本建立新的合作框 架"。他指出,日韩之间"除了历史和领土等非常困难的问题以外,可以(互相)合作、支持的事情很 多"…… 韩国总统李在明9月11日迎来就任100天,在首尔市内举行记者会,表示"尤其是经济领域需要与日本建 立新的合作框架",对于与日本下任首相之间的日韩合作表示期待。这一发言被认为考虑加入全面与进 步跨太平洋伙伴关系协定(CPTPP)等。 李在明表示,"在经济领域,全球经济秩序正在进行根本性的重组"。他从重视亚洲圈的立场 出发,强调了建立新的经济合作框架的必要性。 在此基础上,李在明指出,"在韩日关系当中,日本首相和韩国总统是谁、那个人有什么想法 并不重要"。他解释称,"除了历史和领土等非常困难的问题以外,可以(互相)合作、支持 的事情很多"。 另一方面,关于日韩两国关系他还表示,"真是非常困难的话题,和韩朝关系一样困难"。 关于日本定于9月13日在世界文化遗产"佐渡金山"(新潟县佐渡市)举行的劳工悼念仪式表 示,"很难达成一致意见。虽然会继续进行谈判,但这次不会参加"。 日本经济新 ...
小泉进次郎、高市早苗有意参选自民党总裁
日经中文网· 2025-09-12 02:38
日本农相小泉进次郎 新闻机构的舆论调查结果显示,小泉进次郎与日本前经济安全保障相高市早苗位列"适合担任 下任首相"人选的前列。在2024年的总裁选举中,小泉在第一轮投票中排名第三,未能进入 前两名的决胜投票。 日本前经济安全保障相小林鹰之9月11日表明了参加总裁选举的意向,高市早苗也已向日本前 首相岸田文雄表达参选的意向。前干事长茂木敏充于9月10日正式宣布参选。内阁官房长官林 芳正也表达了参选意愿。 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 视频号推荐内容: 高市早苗(左)和小林鹰之 舆论调查显示,小泉进次郎与高市早苗位列"适合担任下任首相"人选的前列。在2024年的自 民党总裁选举中,小泉在第一轮投票中排名第三,未能进入前两名的决胜投票…… 日本农相小泉进次郎有意参加决定石破茂首相继任者的自民党总裁选举。小泉9月13日向老家 神奈川县横须贺市等的支持者及县议员传达了这一意向,目前正朝着下周召开记者会的方向 推进筹备工作。 小泉进次郎9月11日在日本农林水产省内就总裁选举对媒体表示:"关于重要的应对措施,重 视老家(的意 ...