Core Viewpoint - The development of a circuit template for 1.4-nanometer semiconductors by Dai Nippon Printing (DNP) and Canon's nanoimprint manufacturing device could significantly reduce the manufacturing costs and energy consumption of advanced semiconductors, particularly for AI applications and autonomous driving [2][5]. Group 1: Technology Development - DNP has created a circuit template that can be used for 1.4-nanometer processes, which is a significant advancement in semiconductor manufacturing technology [2]. - Canon's nanoimprint manufacturing device uses a stamp-like method to create circuits on wafers, which is expected to consume one-tenth of the energy compared to traditional methods [2][5]. - The new template technology allows for the doubling of semiconductor circuit density through a technique called double patterning [4]. Group 2: Market Implications - The current leading technology for advanced semiconductor production relies on EUV lithography machines, which are expensive (approximately 30 billion yen) and account for 30-50% of total manufacturing costs [4]. - Canon's nanoimprint devices are expected to be priced in the tens of billions of yen, making them a more economical option for semiconductor manufacturers [5]. - Major companies like TSMC and Samsung are interested in adopting 1.4-nanometer semiconductors, with TSMC planning to start mass production in 2028 and Samsung in 2027 [5]. Group 3: Industry Dynamics - Historically, Canon and Nikon held over half of the global market share in lithography machines, but ASML currently dominates with a 90% market share in advanced processes [5]. - If the nanoimprint market expands, Japanese companies like DNP and Fujifilm could regain competitiveness in the semiconductor manufacturing sector [5]. - Canon has begun supplying nanoimprint devices to the Texas Institute for Electronics, indicating a potential shift in the market dynamics between EUV lithography and nanoimprint technologies [6].

德国大众的小型EV"ID" 新分类的名称为"E Car"，参考了日本国内独有的轻型汽车规格。欧盟对中国产EV征收最高45.3%的关 税。通过建立新分类，可通过比普通EV放宽技术要求，降低欧洲大型车企的车辆成本并促进普及，抗 衡中国企业的低价EV…… 欧盟（EU）将在汽车分类中新设"小型EV（纯电动汽车）"类别。通过比普通纯电动汽车放宽技术要 求，降低欧洲大型车企的车辆成本并促进普及，借此抗衡中国企业的低价纯电动汽车。欧盟参考了日本 国内独有的轻型汽车（符合排量在660cc以下等条件的小型车辆）规格，这有可能助推日本企业在欧洲 扩大销售。 新分类的名称为"E Car"。欧盟执行机构欧盟委员会将在近期公布法案，在主要机构批准之后，在几年 内启动新制度。预计将对车身的大小、重量和电机的功率设定上限。欧盟成员国政府还将讨论汽车税抵 扣机制。 目前，欧盟规定作为汽车的必备功能，必须安装防止司机打瞌睡、车道保持系统、紧急刹车的光信号装 置。由于设想长途行驶的功能在小型EV上也不可或缺，因此成为车辆成本上升的主要原因。 德国汽车研究中心（CAR）主任Beatrix Keim指出："如果配合技术标准的放宽，广泛采用低价零部件 ...

高市早苗在答复自民党议员柴山昌彦质询时强调："正因为与中国之间存在悬而未决的问题和课题，才 始终秉持减少分歧、增进理解与合作的方针"…… 日本外相茂木敏充则针对雷达照射事件指出，中方发布了与事实不符的信息，并表示："为让国际社会 清晰了解真相，日方将持续阐明并对外传递自身立场与主张"。 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 12月6日，发生了中国军机对日本自卫队飞机实施雷达照射的事件。在冲绳本岛东南方向的公海上空， 从中国海军"辽宁"号航母起飞的歼-15战斗机对日本航空自卫队的F15战斗机实施了间歇性雷达照射。 日本曾试图使用中日两国防卫部门在紧急情况下专用的联络热线，但中方未予回应。日本政府在自民党 于12月8日召开的外交部会等联合会议上进行了说明。 日本防卫相小泉进次郎在预算委员会上就热线使用问题解释称："从确保与对方国家顺畅沟通的角度出 发，不便透露是否使用过该热线"。 在众议院预算委员会上就地震灾情等问题答辩的日本首相高市早苗（12月9日上午） 12月9日上午，日本众议院预算委员会启动了关于2025年度补充预算 ...

英伟达的CEO黄仁勋通过游说特朗普总统和国会高层，获得了出口解禁（3日、美国华盛顿、reuters） 特朗普表示，H200的出口许可将是"有条件"的。但没有透露具体条件。新一代主力产品Blackwell及其 下一代产品将继续禁止对华出口。进入今年以来，黄仁勋一直对美国白宫和联邦国会的高层人士展开游 说，要求允许向中国出口…… 美国总统特朗普12月8日宣布，将允许美国英伟达（NVIDIA）向中国出口人工智能（AI）半导 体"H200"。自拜登政府以来，美国政府一直不允许H200对华出口，此次批准意味着对华出口管制将放 宽。 通过放宽管制，特朗普政府在彰显重视在全球市场普及美国产品这一姿态的同时，似乎也有敦促中国履 行10月中美首脑会谈达成的协议的意图。 主力半导体Blackwell仍被除外 特朗普12月8日下午在自己的社交媒体上公布了这一消息。特朗普称，向中国国家主席习近平转达了解 除H200出口禁令的消息，并高兴地表示"习主席给予了积极回应！"。 H200虽是英伟达AI半导体的尖端产品，但属于比目前的主力产品"Blackwell"系列早一代的产品。 特朗普表示，为了兼顾安全保障，H200的出口许可将是"有条件 ...

Core Viewpoint - China's trade surplus from January to November increased by 21% year-on-year, reaching $1.0758 trillion, which is over 50 times the surplus at the time of China's WTO accession in 2001 [1][3]. Group 1: Trade Surplus and Exports - The trade surplus is calculated by subtracting imports from exports, with the surplus exceeding $1 trillion for the first time since comparable data began in 2000 [1][3]. - Exports to ASEAN, the largest export destination, grew by 14%, while exports to the EU increased by 8%. In contrast, exports to the US decreased by 19% [5]. - The average proportion of major export goods with declining prices reached over 60% from January to November 2025, indicating a trend of "tight exports" due to domestic overcapacity [3][5]. Group 2: Impact of US-China Trade Relations - The trade surplus significantly declined during the first Trump administration's trade war in 2018 but expanded again after 2019 [3]. - The US imposed tariffs on Chinese imports starting in February, leading to reciprocal tariffs from China, resulting in a de facto embargo state [5]. - In November, US imports from China decreased by 19%, amounting to $10 billion, while the decline in October was 23% [8]. Group 3: Future Outlook - Following the agreement between US and Chinese leaders, actual tariff reductions were delayed until mid-November, affecting the recovery of Chinese exports [7]. - There are expectations for a potential increase in exports to the US in December, despite a 29% year-on-year decrease in November [7]. - The relationship between China and Japan remains stable despite tensions, with trade volume increasing by 6% in November [8].

Core Viewpoint - A significant earthquake occurred in Aomori Prefecture, Japan, with a magnitude of 7.5, leading to injuries and property damage, prompting government and meteorological agencies to issue warnings and preparedness measures for potential aftershocks and further seismic activity [5][6]. Group 1: Earthquake Details - The earthquake struck on December 8 at 11:15 PM local time, with a maximum intensity of 6 strong observed in Hachinohe City, Aomori Prefecture [1][6]. - The earthquake's epicenter was located offshore of Aomori Prefecture at a depth of 54 kilometers [6]. - A tsunami warning was initially issued, with a recorded tsunami height of 70 centimeters at Kuji Port in Iwate Prefecture [1][6]. Group 2: Government Response - The Japanese government established a crisis management office at the Prime Minister's residence on the evening of December 8 to coordinate disaster response efforts [5]. - Prime Minister Kishi Nobuo emphasized the importance of prioritizing life and conducting rescue operations for affected individuals [5]. - As of December 9, reports indicated 30 injuries and one residential fire due to the earthquake [5]. Group 3: Seismic Warnings and Preparedness - The Japan Meteorological Agency issued a "Hokkaido and Sanriku Coastal Aftershock Warning," the first of its kind since the mechanism was initiated in December 2022, indicating a higher likelihood of significant aftershocks [3][4]. - Residents in seven prefectures were advised to remain vigilant for potential stronger earthquakes over the following week, with recommendations to secure furniture and prepare emergency supplies [3][6]. - The agency clarified that the issuance of the warning does not guarantee further seismic events but reflects an increased risk compared to normal conditions [3].

Core Insights - Toyota maintains its leading position with a 3% increase in global sales, reaching 2.81 million units [1][3] - Honda's sales decline by 50,000 units year-on-year, dropping to 9th place in the global rankings, with significant reductions in the Chinese and Southeast Asian markets [1][5][6] Group 1: Global Sales Rankings - The top five automakers remain unchanged, with Volkswagen and Hyundai-Kia in second and third places, respectively [3][5] - Honda's global sales for July to September are reported at 850,000 units, marking the largest decline among the top 20 companies [5][6] Group 2: Regional Performance - In the Chinese market, Honda's sales decreased by 9%, totaling 160,000 units [5][6] - Sales in Asia and Oceania, excluding Japan and China, fell by 29%, amounting to 80,000 units [5] - North American sales for Honda decreased by 1%, reaching 390,000 units, with further reductions expected due to semiconductor supply issues [6]

在涉台问题引发的中日对立上，美国正刻意保持距离。 在美国高级官员中，虽然驻日本大使格拉斯对中国提出了批评，但正副总统及内阁成员级别的人物均未 在公开场合表态。只有美国务院副发言人曾于11月20日在X（原推特）上发表声明称，对日本防卫的承 诺不变。 在涉台问题引发的中日对立上，美国正刻意保持距离。在美国高级官员中，虽然驻日本大使格拉斯对中 国提出了批评，但正副总统及内阁成员级别的人物均未在公开场合表态。当前处于美国有意避免与中国 产生摩擦的局面…… 对于中国对日本采取的威慑性行动，作为日本盟国的美国的特朗普总统保持了沉默。如果对中国试探坐 视不理，东亚秩序发生动摇的风险将会上升。 日本联合美国之外的友邦的外交努力也迎来考验。 美国白宫和美国国务院12月7日并未就6日中国战机对日本自卫队战机照射雷达一事回应日本经济新闻的 置评请求。 对特朗普而言，美国中期选举将于2026年11月举行，这样做意在维系制造业的工人及农户等核心支持群 体。 在中美首脑会谈前，美方曾高调表态的台湾问题未被纳入会谈议程。有观点认为，考虑到中方不愿提及 凸显与美国分歧的台湾问题，希望中方在稀土和大豆问题上做出让步的美方选择了妥协。 在中美关 ...

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 . 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。 WAIC 机器人展区的情形 （图片来源： WAIC 及匠新） "世界人工智能大会2025"此前在上海举行，日本企业匠新的斋藤庆太结合此次展会深入观察和分 析了代表中国人形机器人的"具身智能"加速发展与进步的主要原因。据他观察，2025年与2024年 有两个很大的不同。一个是企业间的增长差距…… 中国人工智能（AI）相关企业和组织展示各自技术和产品的世界人工智能大会（简称WAIC 2025）7月 在上海举行。这是能了解中国AI全貌的最大规模展会。对中日创新和新业务开发提供支持的日本企业 匠新的斋藤庆太结合此次展会深入观察和分析了代表中国人形机器人的具身智能(Embodied AI，是指 ...

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