石破茂在自民党两院议员恳谈会上表明将留任（7月28日，自民党总部） 各大媒体的舆论调查结果显示，参议院选举的大败原因不在石破，而在自民党本身。原安倍派 引发了导致选民远离自民党的政治资金问题，党内也出现了声音："没有反省的迹象很奇怪"…… 在日本自民党7月28日召开的两院议员恳谈会上，要求首相石破茂（自民党总裁）辞职的呼声接连不 断。推进"倒石破"动向的势力计划以提前举行总裁选举为目标，要求召开两院议员大会。石破以履行日 美关税协议以及总结参议院选举为由，坚持继续任职的方针，自民党内部的对立愈发激烈。 在两院议员恳谈会上，很多意见要求针对2024年众议院选举和此次参议院选举失败追究责任。日本前经 济安全保障相小林鹰之称："希望首相认真思考作为组织一把手该如何承担责任"，要求石破辞职。 据与会者透露，大多数人发声要求首相辞职。虽然也有人称："不应留下政治空白"，支持石破继续执 政，但这样的人只是少数。还有意见认为，如果石破继续执政，就应该进行总裁选举并争取获胜。 自民党干事长森山裕在两院恳谈会上表示，将设立总结委员会来验证参议院选举的惨败，同时希望在8 月内得出结论，并"明确自己的责任"。 恳谈会结束后，面对媒 ...

除了疫情期间外，日本经济界代表团几乎每年都会访华。代表团提出希望与中国领导层见面…… 日本经济新闻（中文版：日经中文网）7月28日获悉，由日中经济协会、日本最大经济团体"经团连"、 日本商工会议所的首脑组成的日本经济界代表团计划于2026年1月20日~23日访问中国北京，目前已进 入协调阶段。代表团向中方提出了与中国领导层见面的希望。 除了新冠疫情期间之外，日本经济界代表团几乎每年都会访华。以日中经济协会会长进藤孝生、经团连 会长筒井义信、日本商工会议所会长小林健领衔的日本企业高管计划参加此次的访华代表团。 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 ...

Group 1 - The core viewpoint of the article is that Japan is steadily moving towards escaping deflation, with a stable upward trend in wages and prices, marking a long-term economic recovery phase [1][2]. - The economic recovery is characterized as being driven by the service sector, contrasting with previous recoveries that were led by exports and production [2]. - The white paper highlights the potential downward risks to Japan's economy from U.S. tariff measures, indicating a need for caution regarding their impact [1][2]. Group 2 - The report notes that personal consumption, which accounts for over half of Japan's GDP, is recovering slowly despite improvements in disposable income and financial asset balances [2]. - Consumer sentiment is negatively affected by the belief that wage increases are not sustainable and that price increases will continue, leading to higher savings rates among households, particularly single-person households [3]. - To achieve a robust recovery in personal consumption, stable price increases and faster wage growth are deemed essential, along with policies aimed at enhancing social security and reducing uncertainties about retirement [3].

此次是自2025年5月以来，再次有被中国扣留的日本人的实刑判决生效。上海市的法院同年5月对一名50 多岁的日本男性以间谍活动的罪名作出有期徒刑12年的有罪判决。该男子也未上诉。 中国政府自2014年11月实施《反间谍法》以来，至少扣留了17名日本人。其中包括安斯泰来男性员工在 内的5人尚未获释。除安斯泰来员工之外的其他4人分别被判处12至15年的有期徒刑，目前正在服刑中。 中国领导层重视"国家安全"，正加强对间谍的打击力度。2023年7月实施了扩大间谍行为定义的新修订 的《反间谍法》，开始广泛查处涉及"国家安全和利益"的信息提供等。 日本政府相关人士透露，该男子利用了坦白罪行可减轻刑罚的事实上的"司法交易"制度。这是中国2018 年10月颁布新修订的《刑事诉讼法》后开始实施的制度。据称，在中国政府以《反间谍法》扣留的日本 人中，该男子是第一个接受司法交易的人。 7月28日，日本驻华大使馆就中国扣留日本人发表声明称"这是阻碍日中间人员往来和国民感情改善的最 大因素之一"。同时表示，将继续向中方寻求提高司法程序的透明度、尽早释放包括安斯泰来员工在内 的被扣日本人。 此次获刑的日本籍男子是安斯泰来制药的中国当地法人 ...

Core Viewpoint - The ongoing negotiations regarding the sale of two ports near the Panama Canal by Cheung Kong Holdings are complicated by geopolitical tensions, particularly with the U.S. government opposing Chinese involvement in the deal [1][2]. Group 1: Negotiation Details - Cheung Kong Holdings announced on July 28 that it would extend the negotiation period for the sale of two ports near the Panama Canal, indicating an intention to invite mainland Chinese investors to join the buyer consortium [1]. - The initial agreement reached in March involved a sale price of $22.8 billion for operational rights to 43 global ports, including the two near the Panama Canal [1]. - As of July 28, the exclusive negotiation period of 145 days had expired, but discussions with consortium members were still ongoing [1]. Group 2: Geopolitical Context - The Trump administration has been wary of Chinese influence in the Panama Canal, viewing Cheung Kong Holdings as a Chinese entity and expressing concerns over potential control [2]. - There is a notable tension between U.S. and Chinese perspectives on the sale, with the U.S. welcoming the sale while China remains cautious and plans to scrutinize the transaction [2]. - U.S. Republican Congressman John Moolenaar expressed that the involvement of Chinese companies in the operation and management of the ports poses unacceptable risks to U.S. security [2]. Group 3: Expert Opinions - An expert from Hong Kong Polytechnic University suggested that inviting Chinese companies to participate is a negotiation tactic to alleviate Chinese government concerns, but it may complicate the situation further [3]. - The potential inclusion of Chinese firms could extend the negotiation timeline and may require a fundamental restructuring of the deal [3].

Core Viewpoint - Japan Display Inc. (JDI) is selling part of its liquid crystal panel manufacturing equipment from the Mobara factory to China's HKC, marking a significant shift in its operations as it ceases production for Apple, which previously accounted for 60% of its sales [1][2]. Group 1: Equipment Sale and Production Changes - JDI will stop production at the Mobara factory, which was originally scheduled to operate until March 2026, but is likely to cease operations by 2025 to reduce fixed costs [1]. - The equipment being sold includes manufacturing tools for liquid crystal and OLED panels, with the sale amount expected to be in the billions of yen [1]. - JDI's production for Apple peaked at approximately 380 billion yen in the fiscal year 2019, but is projected to drop to zero in the future [1][2]. Group 2: Company Background and Financials - JDI was established in 2012 under the leadership of the Japan Innovation Network (INCJ), which invested a total of 462 billion yen and plans to sell all its shares by March 2025 [2]. - The company has faced long-term operational difficulties, leading to a necessary scale reduction to maintain financial balance [1]. Group 3: Market Position and Collaborations - HKC ranks fifth globally in the market share for large-size liquid crystal panels used in televisions and personal computers [1]. - JDI and HKC had previously reached a collaboration agreement in 2023 regarding OLED business, but the mass production plans have since been shelved [1].

三菱汽车在印尼首都雅加达发布新款SUV 三菱汽车在印尼发布了新款SUV "Destinator"，还计划在周边国家销售。由于中国企业的攻势，日本车 企在东南亚的份额持续下降。在美国市场因特朗普关税而前景不明的情况下，东南亚对于日企的重要性 提高…… 日本三菱汽车7月17日在印度尼西亚发布了新款SUV "Destinator"。还计划在周边国家销售，打造成新的 主力车型。在作为"主战场"的东盟（ASEAN），由于中国企业的攻势，日本汽车企业的份额持续下 降。三菱汽车将增加纯电动汽车的产品线，力争卷土重来。 "东南亚对我们来说是重要的市场，将集中经营资源"。在印度尼西亚首都雅加达接受采访的三菱汽车社 长加藤隆雄如此强调。 7月17日发布的Destinator是一款3排7座中型SUV，定于7月23日上市。搭载1.5升涡轮增压发动机，配备 可应对东盟的路面和气候的5种驱动模式。 Destinator的定位是提振印尼市场的战略车。在印尼，三菱汽车的MPV"Xpander"占自身销量的逾4成。 新车型比Xpander更大，与作为该国最畅销车型之一的丰田MPV"Kijang Innova"为同等尺寸。 计划到2025年在印 ...

Core Viewpoint - The article highlights that the average price of second-hand homes in the 23 wards of Tokyo has reached a new high, with a 70 square meter property priced at approximately 5.02 million yuan [1] Group 1 - The average price of second-hand homes in Tokyo's 23 wards has set a new record [1] - A 70 square meter second-hand home is now valued at around 5.02 million yuan [1]

Core Viewpoint - Rapidus, Japan's cutting-edge semiconductor foundry, has entered the trial operation phase before mass production, but concerns remain about its ability to secure strong customers and achieve profitability [1][2]. Group 1: Company Overview - Rapidus has successfully initiated the operation of the advanced EUV lithography machine, which is crucial for its production goals [2]. - The company aims to start formal production by 2027, but the ability to achieve a yield rate of over 70% is uncertain [2]. - There is a lack of enthusiasm from private enterprises regarding investment in Rapidus, indicating a reliance on continued government support [2][3]. Group 2: Market Context - The success of Rapidus hinges on its ability to attract customers, particularly in Japan, as it competes with TSMC, which has a strong client base including major companies like Apple and Nvidia [3]. - Rapidus has signed memorandums with several powerful companies, including NTT Group, to produce chips for next-generation communication infrastructure [3]. - The semiconductor industry operates on a virtuous cycle, where the number and quality of customers directly impact product excellence and innovation [3][4]. Group 3: Industry Dynamics - The semiconductor industry is characterized by rapid advancements, as indicated by Moore's Law, which predicts that the number of transistors on a chip will double approximately every two years [4]. - Japan's semiconductor industry has faced challenges, including a trade deficit in digital products since the 2010s, leading to a decline in its once-dominant position [5]. - The establishment of Rapidus is seen as an attempt to restore the connection between semiconductor manufacturing and the broader digital product market in Japan [5].

Group 1 - Japan has reached a bilateral agreement with the United States to lower tariffs, including auto tariffs, to 15%, serving as a reference for the EU negotiations [1][5] - The EU has committed to purchasing $750 billion worth of energy from the US and investing over $600 billion in the US as part of the trade agreement [1][2] - The agreement includes a zero-tariff commitment from the EU and a significant investment in defense equipment, although specific amounts have not been disclosed [2] Group 2 - The 15% tariff rate applies to various sectors, including pharmaceuticals and semiconductors, but the US is still considering new tariffs in these areas [3] - The agreement aims to alleviate trade tensions, as the US had previously threatened to raise tariffs on EU products to 30% [4] - The US is expected to continue negotiations with other major trading partners, including China, Mexico, Canada, South Korea, and India, before the new tax rates take effect [6]