Group 1 - The article discusses investment opportunities in Southeast Asia, drawing parallels to the investment landscape in China two decades ago, suggesting that those who seize these opportunities may achieve long-term returns [4][5] - It highlights the Thai stock market as a significant and distinctive market within Southeast Asia, closely linked to Thailand's domestic economy, politics, and global capital flows [4] - The SET index is identified as the core index of the Thai stock market, comparable to China's Shanghai Composite Index or the S&P 500, indicating its importance in the region [5] Group 2 - The Thai stock market is characterized as a medium-sized emerging market with relatively good liquidity compared to other ASEAN countries, despite its small global market capitalization [5]

资料图 日本内阁府11月28日发布的有关外交的舆论调查显示，认为日美关系"良好"或"基本良好"的 比例合计70.8%，较2024年度上次调查下降14.7个百分点。认为中日关系"良好"的比例上升 了4.5个百分点，但这是高市"台湾有事"国会答辩前完成的统计…… 日本内阁府11月28日发布了有关外交的舆论调查结果（速报值）。关于日本与美国关系，回 答"良好"或"基本良好"的比例合计为70.8%。较2024年度上次调查下降了14.7个百分点。这 是在该调查中加入同类问题的1998年以来的历史第二低水平。 这一变化可能受到美国特朗普政府下的关税政策的影响。回答对美国"感到亲近"或"总体上感 到亲近"的合计比例为77%，较此前下降了7.9个百分点。 此次调查于9月25日至11月2日实施。速报值统计了截至10月24日收到的回答问卷。调查对 象为日本全国18岁以上的3000人，其中1666人获得了有效回答。 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： 关于日本与中国的关系，回答"良好"的比例为13.3%，上升了4.5个百 ...

Core Insights - The maritime container transport volume from Asia to Europe reached 1,625,079 TEUs in September, marking a year-on-year increase of 13.7% [1][4] - The transport volume from the Greater China region (including mainland China and Hong Kong) saw a significant growth of 16%, accounting for approximately 80% of the total transport volume [3] - The cumulative transport volume from July to September reached 5,236,697 TEUs, representing a year-on-year growth of 11.8%, setting a historical record for the quarter [5] Transport Volume Breakdown - Northeast Asia, including Japan, experienced a year-on-year increase of 7% in transport volume, while Southeast Asia saw a growth of 5% [5] - By destination, transport volume to Northern Europe increased by 8.9%, to the Western Mediterranean by 19.7%, and to the Eastern Mediterranean by 24.5% [5] Trade Dynamics - The EU's imports from China in August showed a year-on-year increase of 4.3% in volume, but a decrease of 9.4% in import value, indicating a potential strategy by China to prioritize export volume, possibly at the expense of unit prices [3]

北京市内的一家旅行社。未张贴任何关于日本旅游的海报（11月27日，Kyodo） 由于中国政府呼吁国民谨慎赴日，以关西国际机场起降的航班为中心，减少航班的情况接连 不断。截至11月27日早上，在12月原计划从中国飞往日本的5548个航班中，904个（占比 16％）航班已决定取消。最近两天内减少的航班增至原来的3倍以上。如果中日关系长期恶 化，影响可能会扩大。 围绕日本首相高市早苗针对台湾有事的发言，中国政府于11月14日呼吁国民谨慎赴日，并于 11月16日提出谨慎规划赴日留学安排。美国彭博社25日报道称，中国政府已要求国内航空公 司减少航班。 中日之间的定期航线连接日本的20个机场与中国的36个机场（不含香港和澳门），共计172 条航线。为了探知此次的影响范围，日本经济新闻根据英国航空调查公司Cirium提供的数 据，确认了12月的最新执飞计划。 11月14日中国政府呼吁国民谨慎赴日以来，截至11月27日上午，在中国的航空公司执飞的 72条航线中，共有904个航班决定取消，相当于约15.6万个座位数量。 截至媒体报道中国要求航空公司减少航班这一消息的11月25日，减少的航班数量仅为268个 （5％），可见此后减 ...

Core Insights - The global electric vehicle (EV) battery market is facing an oversupply situation, with production capacity expected to reach three times the actual demand by 2030, particularly in North America [2][12] - Major automakers like Ford and General Motors are adjusting their production plans due to declining EV demand and regulatory changes, leading to significant cuts in battery production capacity [5][7] Group 1: Market Overview - Chinese companies hold a 70% share of the global EV battery market, prompting the U.S. and Japan to push for domestic battery production to reduce reliance on China [2][10] - As of September, there are over 1,000 battery-related investment projects in the U.S., but some have been halted due to the unexpected slowdown in EV demand [6][10] Group 2: Company-Specific Developments - Ford's EV business has been struggling, with losses exceeding three years, leading to a 35% reduction in planned battery capacity and potential discontinuation of the F-150 Lightning model [5][9] - General Motors announced layoffs of 1,550 workers at its joint battery plants with LG Energy Solutions due to short-term EV demand decline [6][9] - Panasonic has postponed the full operational timeline for its Kansas battery factory, initially set for the end of 2026, due to reduced sales from major client Tesla [7][9] Group 3: Future Projections - The North American battery production capacity is projected to quadruple in the next five years, exacerbating the oversupply issue [2][12] - Analysts predict that the oversupply of EV batteries could lead to financial burdens for many manufacturers, especially those that have continued to invest under government support [12]

日经GO 日本爱子公主迎来24岁生日 原创 阅读全文 ...

Core Viewpoint - Japan is advancing the development of a quantum encryption communication network connecting the major urban areas of Tokyo, Nagoya, and Osaka, aiming for practical application by 2030 [2][5]. Group 1: Network Construction - The quantum encryption communication network will span approximately 600 kilometers and is expected to be completed by the end of the 2026 fiscal year, with practical experiments starting as early as the 2027 fiscal year [2][4]. - The network will be operated by the National Institute of Information and Communications Technology (NICT) under the Ministry of Internal Affairs and Communications, in collaboration with leading companies in communication technology such as Toshiba and NEC [4]. Group 2: Funding and Budget - The supplementary budget for the fiscal year 2025 will include hundreds of billions of yen allocated for the development of this technology [4]. Group 3: Application and Security - The network is intended for use in fields requiring high confidentiality, including the transmission of personal genomic information from medical institutions, confidential financial data, and diplomatic information from embassies [5]. - Quantum encryption communication utilizes photons to transmit encryption keys, making it theoretically unbreakable as any unauthorized attempt to intercept the information alters the state of the photons [5]. Group 4: Technological Context - The push for quantum encryption technology is driven by the anticipated advent of quantum computers around 2030, which could easily break conventional encryption methods, highlighting the need for domestically developed secure technologies from a national security perspective [5].

Group 1 - Japan will introduce a new requirement for compliance with Japanese Industrial Standards (JIS) in government procurement qualifications, aimed at reducing risks of information leakage and technology outflow [2][4] - The new standards will include specific clauses to enhance economic security and will be revised as necessary to improve the competitiveness of domestic industries [2][4] - The implementation of this policy will begin in phases starting in 2026, with a focus on identifying applicable products and JIS specifications [4] Group 2 - Companies that find it difficult to obtain JIS certification in the short term will be allowed to self-declare compliance or submit a clear plan for obtaining certification, which will be considered as a positive factor in procurement evaluations [4] - The Ministry of Economy, Trade and Industry of Japan will lead a review of all 11,000 JIS specifications within five years to assess economic security risks and competitive issues in government procurement [6] - If products cannot meet JIS specifications due to a lack of Japanese manufacturers, the government will consider adopting international standards as an alternative [6]

Core Viewpoint - Rapidus aims to produce cutting-edge 1.4nm semiconductor technology by 2029 and is targeting 2nm production by 2027, but faces significant challenges in scaling and competition with TSMC [2][4][5] Group 1: Production Plans and Investments - Rapidus plans to start construction of its second factory in Chitose, Hokkaido, in 2027, with the goal of producing 1.4nm semiconductors by 2029 [2] - The company has submitted a business plan to the Japanese Ministry of Economy, Trade and Industry, proposing to invest over 3 trillion yen in the development and mass production of 1.4nm and 1nm semiconductors by 2031 [4] - Total investment is expected to exceed 7 trillion yen, with the Japanese government already committing approximately 2.9 trillion yen in support [4][5] Group 2: Funding and Financial Strategy - Rapidus needs to secure around 1 trillion yen in private investment and borrow over 2 trillion yen from private financial institutions before 2031 [5] - The company aims to go public by 2031 to reduce reliance on government funding and ensure the development of its 1.4nm products [5] Group 3: Competitive Landscape - The production capacity of Rapidus's first factory is expected to be between 25,000 to 30,000 wafers, while TSMC's main factory is projected to exceed 100,000 wafers, highlighting the scale challenge [8] - Rapidus is currently collaborating with AI semiconductor design company Tenstorrent, but needs to demonstrate production capabilities to attract more clients [7][8] - The Japanese government is actively supporting Rapidus in customer acquisition, indicating a strategic push to enhance domestic semiconductor capabilities [8][9] Group 4: Technological Development - The company is focusing on developing 2nm technology, with a target to start mass production by 2027, which is critical for its competitive positioning [5][7] - Rapidus employs a "single wafer" manufacturing process that allows for high-speed processing, claiming to be 2-3 times faster than TSMC during mass production [7]

Core Viewpoint - Japan is intensifying scrutiny on foreign nationals regarding unpaid medical bills, with amounts exceeding 10,000 yen potentially leading to entry denial into the country [2] Group 1 - The Japanese government has implemented stricter regulations to ensure that foreign visitors settle their medical expenses before entering the country [2] - The new policy aims to address the rising issue of unpaid medical bills by foreign nationals, which has become a significant concern for the healthcare system [2] - Foreign nationals with outstanding medical debts will face increased barriers to entry, reflecting Japan's efforts to protect its healthcare resources [2]