高市早苗（左）在与特朗普通完电话后回答记者提问（10月25日，马来西亚吉隆坡） 高市计划向特朗普说明日本在强化防卫力方面做出的努力。双方将签署旨在加强造船能力的合作备忘 录，还一致同意将进一步巩固日美同盟关系…… 美国总统特朗普于10月27日下午访问日本，这是他第二次上台后首次访日。日本首相高市早 苗和特朗普将于28日举行首脑会谈，确认为进一步加强日美同盟和实现自由开放的印度太平 洋而展开合作。高市希望让会谈成为构筑私人关系的跳板。 10月27日，特朗普从出访地马来西亚前往日本。下午抵达后，在皇居会见日本天皇。日美首 脑会谈将于28日上午举行，与高市共进午餐。下午将访问美军横须贺基地，并与日本企业经 营者举行交流会。 10月25日，高市在访问地马来西亚与特朗普进行了约10分钟的电话磋商，是她就任后首次与 特朗普会谈。高市表示："强化日美同盟是我政府在外交与安全保障领域的最重要课题"。双 方一致同意将进一步巩固日美同盟关系。 10月27日上午，高市结束东南亚国家联盟（ASEAN）相关首脑会议等行程后，乘坐政府专机 从马来西亚返回羽田机场。 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。 ...

Core Points - The core foundation of Japan's Southeast Asia diplomacy under Prime Minister Kishida Fumio is the "Free and Open Indo-Pacific" (FOIP) concept proposed by former Prime Minister Shinzo Abe in 2016 [5][6] - Japan aims to strengthen economic and security cooperation with ASEAN countries amidst the backdrop of US-China tensions and geopolitical shifts [2][5] Summary by Sections Japan-ASEAN Relations - At the ASEAN summit on October 26, a joint statement advocating for a "rules-based international order" was reached [4] - Kishida expressed a commitment to advancing the FOIP concept, indicating a desire to build upon Abe's diplomatic legacy [5] Economic and Security Cooperation - A consensus was reached to establish a working group to discuss expanding economic cooperation [5] - The launch of the "Japan-ASEAN AI Co-Creation Initiative" was announced to promote the safe and reliable use of artificial intelligence [5] Regional Significance - ASEAN's economic development is significant, enhancing its attractiveness as a market, and its strategic location at the crossroads of the Indian and Pacific Oceans adds to its geopolitical importance [5] - The region's stability is crucial for Japan, especially in light of the complexities arising from the US-China trade war and relationships with countries like Russia and North Korea [5][6] Trust in Japan - A survey conducted by the ISEAS indicated that Japan has been perceived as the most "trustworthy country and regional partner" for seven consecutive years among ASEAN respondents [6]

Core Viewpoint - The successful opening of the Dalian Japan Goods Exhibition is significant as it may improve Chinese sentiments towards Japan through exposure to Japanese products and services, despite the historical and political tensions between the two countries [2][7]. Group 1: Event Overview - The Dalian Japan Goods Exhibition, which started in 2008, is now in its 14th year and is organized by the Dalian municipal government, which actively seeks Japanese investment [4]. - The exhibition features participation from 27 prefectures and 4 cities in Japan, showcasing approximately 4,000 products across various categories, including food, beverages, and health products for the elderly [4][6]. Group 2: Political Context - The exhibition has been affected by political relations, with cancellations in 2012 due to deteriorating Sino-Japanese relations and in 2023 amid concerns over the Fukushima nuclear water discharge [6]. - The event was initially scheduled for September but was postponed to October due to uncertainties surrounding its feasibility [6]. Group 3: Public Sentiment - The successful opening of the exhibition is seen as a potential turning point for improving public sentiment towards Japan, as evidenced by attendees like a 70-year-old visitor who expressed interest in Japanese cosmetics [7].

Group 1 - The Nikkei average index rose significantly, reaching 50,337.36 points, marking a historic breakthrough above 50,000 points, driven by expectations surrounding the economic policies of the new Kishida administration and external factors like anticipated interest rate cuts in the US and the expansion of the AI market [2][4]. - The Kishida administration's approval rating stands at 74%, significantly higher than the previous administration's 51%, which is perceived positively by the market as it suggests greater stability for the government [4]. - The "Japan Weeks" event highlighted the shift from savings to investment in Japan, with Finance Minister Shunichi Suzuki noting that the proportion of cash and deposits in personal financial assets remains high compared to the US, indicating substantial room for change [4]. Group 2 - AI and semiconductor-related stocks, such as Advantest and SoftBank Group, contributed to the market's upward movement, while defense-related stocks saw increased buying ahead of the upcoming US-Japan summit [5]. - The Bank of Japan is expected to maintain its current interest rates during the upcoming monetary policy meeting, with market consensus suggesting potential rate hikes could occur in January or as early as December [5]. - The external environment is favorable, with the US CPI for September coming in below expectations, raising the likelihood of interest rate cuts in the US, and easing trade tensions between the US and China, which supports investor sentiment [6].

| 鳩山 (2009年) | 75% | | --- | --- | | 高市 (2025) | 74 | | 菅义伟 (2020) | 74 | | 第一届安倍 (2006) | 71 | | 菅直人 (2010) | ୧୫ | | 野田 (2011) | 67 | | 第二届安倍 (2012) | 62 | | 岸田 (2021) | 59 | | 福田 (2007) | 59 | | 麻生(2008) | 经会中文网 53 | | 石破(2024) | 51 | 日经等的调查显示，高市早苗内阁的支持率为74％，比石破茂内阁上台时的51％高出20多个百分点，比 9月对石破茂内阁实施的最后一次调查上升了37个百分点。不支持高市早苗内阁的比例仅为19％…… 日本经济新闻社和东京电视台10月24日～26日实施的舆论调查显示，10月21日上台的高市早苗内阁的支 持率为74％，比前面的石破茂内阁上台时的51％高出20多个百分点。支持率比9月对石破茂内阁实施的 最后一次调查上升了37个百分点。不支持高市早苗内阁的比例仅为19％。 与2002年采用现行调查方式以后上台的其他内阁相比，高市早苗内阁的支持率与鸠山由纪夫 内 ...

Core Viewpoint - The article discusses the ongoing U.S. federal government shutdown, which has lasted for three weeks, marking it as the second longest in U.S. history, surpassed only by the 35-day shutdown during Trump's first presidency [6]. Group 1 - The current government shutdown began on October 1 and has exceeded the previous record of 21 days from the Clinton era [6]. - The shutdown has not significantly impacted U.S.-China relations, as federal government-managed activities such as visa issuance and international flights remain unaffected [6].

Core Insights - Sally's plan to double its store count in China to 1,000 by 2035 aligns with its strategy to leverage low-cost dining options amid a challenging economic environment [2][4] - The company is investing approximately $30 million to build a new factory for sauces, pasta, and pizza, set to commence operations in Guangzhou in January 2026 [4] - The trend of increasing low-cost dining options is evident as high-end restaurants exit shopping centers due to economic downturns, enhancing Sally's appeal as a tenant [4] Expansion Plans - Sally aims to open over 50 new low-cost Italian restaurants annually in China, targeting a total of 1,000 stores by 2035, comparable to its domestic store count in Japan [4] - FOOD&LIFE COMPANIES (F&LC) plans to increase the number of "Sushi郎" stores in the Greater China region by approximately 40, reaching around 190 by the end of the 2026 fiscal year [6] Market Context - The Chinese economy is experiencing a deflationary trend, with the Consumer Price Index (CPI) showing a year-on-year decline for four consecutive months as of May, although it saw a slight increase of 0.1% in June [6] - Japanese dining companies have honed their ability to provide high-quality dishes at low prices through efficient cooking and service techniques developed in a long-term deflationary environment [7] Consumer Preferences - Japanese dining brands are gaining positive recognition in China for their balance of quality and price, appealing to consumers' desire for value [7] - The pricing strategy for dishes at Sally's restaurants includes offerings such as Milan-style baked rice at 15 yuan and squid ink pasta at 16 yuan, catering to local consumer preferences [4]

Core Viewpoint - The article discusses the upcoming increase in visa application fees in Japan, highlighting its potential impact on tourism and international travel [2] Group 1: Visa Fee Increase - Japan's visa application fees are set to rise, which may deter some potential travelers [2] - The increase in fees is part of a broader strategy to manage the influx of tourists and improve administrative processes [2] - The new fee structure is expected to be implemented in the near future, affecting various types of visas [2] Group 2: Impact on Tourism Industry - The rise in visa fees could lead to a decrease in the number of foreign visitors, particularly from cost-sensitive markets [2] - Industry stakeholders are concerned about the potential negative effects on Japan's tourism revenue and overall economic growth [2] - The article suggests that the tourism sector may need to adapt to these changes to maintain competitiveness [2]

Core Viewpoint - The copper market is expected to experience a supply shortage of 150,000 tons in 2026, marking the first such occurrence in three years, driven by increased consumption in renewable energy and data centers, alongside disruptions in production due to accidents at major mines [2][6]. Group 1: Copper Market Insights - The International Copper Study Group (ICSG) forecasts a supply shortage of 150,000 tons for copper in 2026, following a projected surplus of 178,000 tons in 2025 [6][8]. - The production growth rate for copper is expected to slow to 0.9% in 2026, compared to 3.4% in 2025, primarily due to a landslide incident at the Grasberg mine in Indonesia [6][8]. - The London Metal Exchange (LME) three-month copper futures reached a historical high of $11,000 per ton on October 9, 2023, nearing the record set in May 2024 [4]. Group 2: Other Non-Copper Metals - Nickel is projected to face a surplus of 261,000 tons in 2026, worsening from a surplus of 209,000 tons in 2025, as production continues to increase in Indonesia despite lower-than-expected demand from electric vehicles [8]. - Lead is also expected to remain in surplus in 2026, with domestic consumption projected to decrease year-on-year, reflecting a trend of reduced net exports from China [8]. - The demand for copper is anticipated to grow significantly, particularly for data centers, with projections suggesting that copper usage in this sector could increase sixfold by 2050, reaching approximately 3 million tons annually [9].

Core Viewpoint - The Japanese shipbuilding industry is set to enhance its capabilities through a significant investment in large cranes, aiming to double its construction volume by 2035, in response to increasing competition from China and Korea [2][4]. Group 1: Investment and Goals - A consortium of 17 Japanese companies, including Imabari Shipbuilding, plans to invest 350 billion yen to improve shipbuilding capacity by introducing large cranes [2][4]. - The Japanese government is working towards a goal of doubling shipbuilding capacity by 2035, recognizing that private funding alone is insufficient for the necessary investments [4]. - A proposal has been made to establish a government-led fund that could mobilize over 1 trillion yen in investments to support the shipbuilding industry [4]. Group 2: Equipment and Production - The introduction of large cranes, costing nearly 10 billion yen each, will allow for the assembly of larger ship modules, thereby increasing the throughput of existing docks [4][5]. - Currently, there is only one domestic company capable of producing large cranes, with delivery times potentially extending to 6-7 years, prompting the industry to seek funding to address these long lead times [5]. Group 3: Market Challenges - The Japanese shipbuilding industry has ceased the construction of LNG carriers since 2019 due to competition from lower-cost producers in China and Korea [5]. - The Japanese government has identified the shipbuilding sector as a key area for crisis management investment in its comprehensive economic strategy [5].