韩国总统李在明（资料图，KYODO） 韩国总统李在明12月3日面向海外媒体召开记者会，就日本和中国的外交关系发表观点 称，"韩国站队任何一方都会成为加剧对立的原因"…… 以日本首相高市早苗做出有关台湾有事的国会答辩，以及中国驻大阪总领事薛剑在社交平台 上发文为契机，中日关系出现恶化。李在明还表示："如果存在（韩国）能够斡旋之处，希望 能够发挥相应作用"。 12月3日是韩国前总统尹锡悦宣布紧急戒严满一年的日子，李在明在此时面向海外媒体召开了 记者会。这是他2025年6月就任总统以来首次仅面向外国媒体举行记者会。 日本经济新闻（中文版：日经中文网）小林惠理香 首尔报道 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。 韩国总统李在明12月3日面向海外媒体召开记者会，就日本和中国的外交关系发表观点 称，"韩国站队任何一方都会成为加剧对立的原因"，强调韩国将采取中立立场。 日经中文网 https://cn.nikkei.com 视频号推荐内容： ...

Core Viewpoint - The U.S. Supreme Court is reviewing the constitutionality of the tariffs imposed by the Trump administration, with various companies filing lawsuits to seek refunds for the tariffs paid if the court rules them unconstitutional [2][4][6]. Group 1: Lawsuits Filed - At least nine Japanese companies and two U.S. companies have filed lawsuits in the U.S. International Trade Court in New York, which specializes in trade cases [4]. - Companies such as Costco Wholesale, Sumitomo Chemical, Ricoh, and Toyota Tsusho are among those suing the U.S. government for the return of tariffs imposed during the Trump administration [2]. Group 2: Legal Basis and Implications - The Trump administration imposed tariffs based on the International Emergency Economic Powers Act (IEEPA) without Congressional approval, which has been challenged as exceeding presidential authority [6]. - Lower federal courts have ruled that the imposition of tariffs may exceed presidential powers, leading to a constitutional ruling that could have broad economic and diplomatic implications if the Supreme Court rules against the Trump administration [6]. Group 3: Trends in Litigation - The trend of companies suing the Trump administration is expanding, with small businesses in Washington D.C. also filing collective lawsuits against the tariffs [6].

日经GO 日本将要求外国人取得不动产时登记国籍 原创 阅读全文 ...

中山淳史：《2040 中国汽车席卷全球之日》预测15年后中国汽车的出货量将达4千万辆。照此势头发展 下去，中国是否会登上汽车产业的巅峰，并长期占据主导？台湾鸿海董事长刘扬伟进行了冷静的分 析…… 中山淳史： 这或许是日本不愿面对的现实。据称，已成为全球最大纯电动汽车（EV）出口国的中国， 预计2025年汽油车出口量也将超越日本，跃居世界第一。 中国在EV出口领域跃居全球第一已是两年前的事情了。在房地产泡沫破裂影响依然存在的中国，新车 的低价销售竞争已成为常态，各车企正纷纷将经营重心转向出口。虽然出口以价格低廉的汽车为主，但 即便是在曾是日本强项的汽油车领域，也不得不考虑中国的存在。日本汽车厂商的心情可能相当复杂。 《2040 中国汽车席卷全球之日》一书的作者、日本瑞穗银行商务解决方案部的高级主任研究员汤进预 测，15年后中国品牌汽车的出货量（包括中国国内、出口及海外产量）将达到4千万辆，比目前增加约 600万辆。日本车的出货量则会基本维持在2200万辆。 该书还预计日本汽车厂商将在日本、北美和印度保持目前的影响力。而在东南亚、中东、中南美及欧 洲，日本车将面临中国汽车的猛烈攻势。 中国最大的车企比亚迪（BYD ...

Core Insights - The article discusses the global strategy and development philosophy of Capcom, a leading Japanese game developer known for successful franchises like Resident Evil and Monster Hunter [3]. Group 1: Company Overview - Capcom has shifted its focus towards the global market, aiming to enhance game development and reach a wider audience [3]. - The company has achieved significant success internationally, establishing itself as a representative of Japanese gaming excellence [3]. Group 2: Leadership Insights - Jun Takeuchi, Capcom's Executive Officer, has been with the company since 1991 and has played a crucial role in the development of major titles [5]. - Since 2022, Takeuchi has concentrated on global strategy, research and development management, and technological advancements within the company [5].

Core Insights - The report by the Stockholm International Peace Research Institute (SIPRI) highlights that Japanese defense companies, including Mitsubishi Heavy Industries and Kawasaki Heavy Industries, saw a significant sales increase of 40% in 2024, the highest among major countries [2][4] - The overall sales of the top 100 global defense companies reached a record high of $679 billion, with 77 out of 100 companies reporting sales growth [4][6] - In contrast, Chinese defense companies experienced a 10% decline in sales, with 6 out of 8 companies on the list reporting a decrease [6] Group 1 - Japanese defense companies' total sales amounted to $13.3 billion in 2024, with Mitsubishi Heavy Industries ranking 32nd with sales of $5.03 billion, a 37% increase from the previous year [2] - The increase in Japanese defense sales is attributed to heightened regional tensions, leading to increased orders for Aegis-equipped ships, fighter jets, and missile systems [4] - The growth rates of the five Japanese companies on the list ranged from 25% to 87%, all achieving double-digit growth [2] Group 2 - The United States had 39 companies in the top 100, with total sales of $334 billion, nearly half of the total sales of the top 100 companies, marking a 3.8% increase from 2023 [6] - Germany's defense sales increased by 36%, driven by rising orders for ammunition and equipment from Ukraine, totaling $14.9 billion [6] - European defense companies overall saw a 13% increase in sales, influenced by military aid to Ukraine [6]

日本银行总裁植田和男在12月1日的演讲中强烈暗示12月18～19日的金融政策决定会议可能 加息，但日元汇率却反应迟钝，汇率为1美元兑155.5日元至155.9日元，反而进一步走 弱…… 在日本银行（央行）加息概率急剧上升的情况下，日元买盘却缺乏势头。市场预期的12月加 息概率已上升至80%，但与加息概率为30%左右的11月中旬相比，日元汇率水平基本持平。 政策利率上限是否为1%？市场看清日本银行加息"极限"，这一局面与投机资金大举抛售日元 的2024年夏季十分相似。 "将对是否加息做出恰当判断"，日本银行总裁植田和男在12月1日的演讲中如此表示，强烈暗 示12月18～19日的金融政策决定会议可能加息。受这番言论的推动，日本银行加息概率急剧 上升，隔夜指数掉期利率（OIS）市场预期的12月加息概率在1日下午达到80%。 尽管如此，日元汇率却反应迟钝。11月18日的加息概率为近期最低的28%，当天的汇率在1 美元兑155日元关口附近，而12月2日的汇率为1美元兑155.5日元至155.9日元，日元反而进 一步走弱。 三井住友银行市场营业部外汇交易组组长纳谷巧指出："市场猜测，即便加息一次，后续也很 难再加息，这样 ...

Core Viewpoint - The Taiwanese subsidiary of Tokyo Electron has been indicted for its involvement in the theft of trade secrets from TSMC, with prosecutors seeking a fine of 120 million New Taiwan Dollars [2][4]. Group 1: Legal Proceedings - The Taiwanese prosecution has charged Tokyo Electron's subsidiary with violating multiple laws, including the Trade Secrets Act and the National Security Act, marking the first time a corporate entity has been prosecuted under national security laws for technology leakage in Taiwan [4]. - In August, three former TSMC employees were indicted for illegally using TSMC's trade secrets outside Taiwan, specifically related to the development of advanced 2-nanometer semiconductor technology [4]. Group 2: Company Responsibility - Investigations revealed that one of the indicted former TSMC employees joined Tokyo Electron's Taiwanese subsidiary and attempted to use TSMC's trade secrets in optimizing the performance of next-generation semiconductor equipment [5]. - The prosecution determined that Tokyo Electron failed to implement adequate measures to protect trade secrets, indicating a lack of effort in preventing information leaks, and thus holds the company criminally responsible [5]. - Tokyo Electron has stated that it is verifying the details of the announcement from Taiwanese authorities and previously claimed that no organized wrongdoing was found following the indictment of the former employees [5].

Core Viewpoint - BYD is leading the global market in plug-in hybrid vehicles (PHV), with its model "Sea Lion 6" being the top-selling SUV in this category, priced competitively in Japan [2][9]. Group 1: Market Performance - In the global PHV sales from January to October, BYD accounted for approximately 30% of the total 6.25 million units sold [9]. - The "Sea Lion 6" is priced at 3,982,000 yen (approximately 180,900 RMB), making it one of the most affordable options in the Japanese market for plug-in hybrid SUVs [5][6]. - BYD's sales in Japan increased by 64% year-on-year, reaching 3,298 units, although it still trails behind competitors like Mercedes-Benz and Tesla [12]. Group 2: Product Features - The "Sea Lion 6" offers a fuel efficiency of 22.4 km/L, outperforming competitors such as Mitsubishi's "Outlander PHEV" and Toyota's "Harrier" [5][12]. - The vehicle has been designed with enhanced passenger comfort in mind, incorporating feedback from Japanese consumers regarding rear seat comfort and vibration [10]. - It includes advanced driver assistance features, such as three millimeter-wave radars and a high-resolution camera for obstacle detection [12]. Group 3: Strategic Positioning - BYD aims to activate the electric vehicle market globally through its competitive EV and PHV offerings, marking its first entry into the PHV segment in Japan [4][9]. - The company is increasing its export ratio of PHVs to Europe, where these vehicles are not subject to additional tariffs imposed on Chinese EVs [13]. - Success in the Japanese market, particularly with PHVs, is crucial for BYD to enhance its presence and compete effectively against established brands [13].

AI当场分析传感器收集的数据并反映在现实动作中的"物理AI"正在普及，机器人有望理解周 围环境，自主行动或进行细致的工作，发那科与英伟达将在这一领域展开合作…… 世界最大的工业机器人企业发那科12月1日宣布，将与美国半导体巨头英伟达展开合作。将在 工厂用机器人上搭载人工智能（AI），使机器人可以在理解人类语言的基础上工作。在AI自主 控制机器人和机械的"物理AI"迅速改变竞争环境的情况下，发那科与AI半导体的王者联手， 争取从防御转为攻势。 发那科1日在东京都内召开的技术发布会上宣布了上述消息。借助英伟达的嵌入式计算系统， 机器人可以理解人类的指示，做出适当的动作。将在虚拟空间中的工厂推进AI学习，使"聪明 的机器人"能够更快地部署到现实工厂。 将支持开源，使全球的开发人员能够开发和使用驱动机器人的程序。发那科社长兼首席执行 官（CEO）山口贤治表示，"将（在机器人上）搭载全世界的智慧"。 在物理AI方面，软银集团（SBG）10月宣布，以53.75亿美元收购瑞士工业巨头ABB的机器 人业务。软银集团会长兼社长孙正义表示，"将（超越人类智能的）超级人工智能（ASI）与 机器人技术相结合，不断实现开创人类未来的划 ...