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中国召见日本驻华大使就高市涉台言论提出严正交涉
日经中文网· 2025-11-14 03:08
当中国外交部在北京向日本政府提出抗议时,多数情况下是由该部亚洲司司长召见日本驻华大使馆的首 席公使。此次由更高一级的外交部副部长召见大使馆最高负责人的大使,并将此事对外公布,属罕见情 况。中日两国外交部门14日凌晨发布了这一消息。孙卫东批评称高市的发言"暗示可能武力介入台海问 题,性质影响极其恶劣",强调称"严重破坏中日关系政治基础,严重伤害中国人民感情,14亿中国人民 对此绝不答应"。 中国外交部副部长孙卫东批评称高市的发言:"暗示可能武力介入台海问题,性质影响极其恶劣",强 调"严重破坏中日关系政治基础,严重伤害中国人民感情,14亿中国人民对此绝不答应"。日本驻华大使 金杉宪治进行了说明和反驳…… 中国外交部的副部长孙卫东11月13日召见了日本驻华大使金杉宪治,对高市早苗首相关于"台湾有事"的 发言提出了"严正交涉"。金杉宪治就日本政府的立场进行了说明和反驳。对于中国驻大阪总领事薛剑在 X(原推特)上发表的文章,强烈要求"妥善应对"。 日本经济新闻(中文版:日经中文网)田岛如生 北京 孙卫东表示台湾问题是"台湾问题是中国核心利益中的核心,是不可触碰的红线和底线",表示今年是抗 日战争胜利80周年,"再次敦 ...
日经BP精选:日本员工最愿意推荐给朋友的100家公司是?
日经中文网· 2025-11-14 03:08
Core Points - The article ranks companies based on employee recommendations using data from the reputation website OpenWork [5] - Comprehensive trading companies and large foreign enterprises rank highly in the evaluation [5] - The assessment also considers the challenges employees face in terms of systems and office environments [5] Summary by Sections - The ranking is derived from over 100,000 responses from current employees and former employees who left after 2024, focusing on their willingness to recommend their company to friends and family [5] - The evaluation emphasizes overall employee satisfaction, work comfort, and corporate culture, rather than just salary and benefits [6] - Even if a company offers high compensation, its recommendation score may be low if it has a competitive and demanding work environment [6]
中国动画电影在日本渐增存在感
日经中文网· 2025-11-14 03:08
Core Viewpoint - The Chinese animated film "The King's Avatar: For the Glory" is set to be released in approximately 150 theaters across Japan starting November, highlighting the growing opportunities for Chinese animated films in the Japanese market [2][4]. Group 1: Market Potential - Over 90% of China's film box office revenue comes from the domestic market, indicating a significant untapped potential for Chinese IPs (intellectual properties) in international markets [6][9]. - The Chinese film market is vast, with over 90,000 screens, which is more than 20 times that of Japan [5]. Group 2: Distribution and Audience - The film "The King's Avatar: For the Glory" is a sequel to the successful 2019 film, which gained popularity through its fantasy storytelling and appealing characters, even among audiences unfamiliar with Chinese culture [4][6]. - The distribution company "面白映画" (Omoshiroi Eiga) focuses on promoting Chinese content in Japan, despite the challenges posed by lower recognition of Chinese actors and original works compared to local and Hollywood films [6][9]. - The target audience includes over 900,000 Chinese residents in Japan, with nearly 300,000 in Tokyo alone, which is seen as a promising market for Chinese films [6][9]. Group 3: Challenges and Strategies - Despite the success of some Chinese films in Japan, such as "Hero" and "Red Cliff," the recognition of mainland Chinese actors remains limited, making promotion difficult [6]. - The company plans to extend the screening periods based on audience turnout and is preparing for the production of subtitled and dubbed versions to increase accessibility [9]. - The company aims to deepen its presence in the Japanese market before expanding into other Asian regions, with existing branches in Malaysia and Indonesia [9].
中国新创企业获取的美元投资骤减
日经中文网· 2025-11-13 08:00
Group 1 - The presence of overseas venture capital (VC) in China's startup industry is declining, with the proportion of funding raised in US dollars dropping to less than 15%, down from a peak of 50% [2][4] - Government funding is actively filling the gap left by decreasing foreign investment, providing support for the competitiveness of Chinese enterprises [2][4] - The Chinese startup ecosystem is increasingly supported by government involvement, with government-backed investment companies participating in 16% of new enterprise financing from January to March 2025 [4] Group 2 - Zhiyuan AI, originating from Tsinghua University, is preparing for its initial public offering (IPO), backed by major Chinese IT giants and government funds from Beijing and Shanghai [4] - The US Department of Commerce has placed Zhiyuan AI on a list effectively subjecting it to embargo measures, citing support for the modernization of the Chinese military, which may complicate the procurement of advanced semiconductor chips [4] - The financing environment for Chinese startups has changed, with a significant shift towards domestic currency (RMB) investments, as evidenced by the $6.6 billion raised in US dollar-denominated funding from January to August 2025, accounting for less than 15% of total financing [4]
巴西牛肉对华出口大增,弥补美国关税影响
日经中文网· 2025-11-13 08:00
Core Viewpoint - Despite the 50% tariff imposed by the U.S. on Brazilian beef, Brazil's beef exports reached a historical high in October, driven by increased exports to China and other markets [2][4]. Group 1: Export Performance - In October, Brazil's beef export volume was approximately 357,000 tons, a 19% increase year-on-year, and a 2% increase from the previous month, which was the highest since 1997 [4]. - The export value also saw significant growth, reaching around $1.9 billion, a 40% increase compared to the same month last year [4]. - China was the largest importer, accounting for 187,000 tons, followed by the U.S. at 12,900 tons and Chile at 12,700 tons [6]. Group 2: Impact of U.S. Tariffs - The U.S. tariffs led to a 54% year-on-year decrease in Brazil's beef exports to the U.S., with export value dropping by 48% [6]. - The U.S. market's share in Brazil's beef exports fell from approximately 10% to 3.7% by October 2024 [6]. - The tariffs were implemented in August under the Trump administration, raising concerns about the impact on Brazil's beef industry [6]. Group 3: Market Diversification - Brazil's beef export strategy has shifted towards diversification, with significant increases in exports to Mexico (up 3.1 times), the EU (up 2.1 times), and a 76% increase to China from January to October [6][9]. - The Lula government has successfully opened new markets for Brazilian beef, including Mexico, Vietnam, and Indonesia [9]. Group 4: Global Market Dynamics - Global beef prices are at historical highs due to climate factors reducing pasture availability and increased demand in Asia [9]. - The high tariffs on Brazilian beef have contributed to rising prices for imported goods in the U.S., affecting inflation [9]. Group 5: Future Prospects - The Brazilian Beef Exporters Association plans to establish an office in China by 2025 to strengthen its presence in Asia [10]. - Brazil's beef industry is expected to impact the Japanese market, although Japan remains cautious about low-priced beef imports [10].
俄罗斯首次发行人民币计价国债
日经中文网· 2025-11-13 08:00
受美欧制裁影响,俄罗斯减少了美元和欧元的贸易结算。俄罗斯主张称,2024年中俄贸易额达到创历史 新高的2450亿美元,99%的结算用卢布和人民币进行。自2022年以来,俄罗斯企业陆续发行了人民币计 价公司债。 由于军费不断膨胀,补充财政收入的必要性也在提高。预计俄罗斯2025年的财政赤字将占国内生产总值 (GDP)的2.6%,比2024年的1.7%扩大。匿名接受采访的俄罗斯经济学家认为:"作为被认为风险较高 的卢布计价的替代选项,决定以人民币计价发行"。 俄罗斯总统普京(资料图,reuters) 俄罗斯从海外融资依然困难。俄乌冲突后外国投资者对俄罗斯国债的交易大幅减少。俄罗斯央行的数据 显示,非居民持有俄罗斯国债(以卢布计价)的比例在10月份仅为3.9%。俄乌冲突前约为2成。 在财政赤字扩大的背景下,俄政府寻求向通过对中国能源出口而持有大量人民币的企业等筹资…… 俄罗斯财政部11月12日宣布,将首次在俄罗斯发行以人民币计价的国内债券。在乌克兰问题长期化导致 财政赤字扩大的背景下,俄政府正寻求向通过对中国能源出口而持有大量人民币的企业等筹措资金。 12月8日将发行偿还期限为3~7年的国债。发行额将根据12月2日 ...
丰田今后5年对美追投100亿美元,扩大本地生产
日经中文网· 2025-11-13 02:46
Core Viewpoint - Toyota announced a significant investment plan of up to $10 billion in the U.S. over the next five years, marking the largest investment by a Japanese automaker since the second Trump administration began. This investment aims to expand the production system for hybrid vehicles (HV) and electric vehicles (EV) in response to strong market demand [2][4]. Group 1: Investment Details - The investment will enhance the production of hybrid vehicles and core components, although specific factories and projects have not yet been disclosed. It is expected to involve multiple factories and increase the number of models produced domestically in the U.S. [4] - Toyota is gradually increasing the local production ratio of vehicles and core components that were previously exported from Japan to the U.S., aiming to establish a more integrated production system [4]. - The investment announcement coincides with the commencement of operations at Toyota's first battery factory in the U.S., located in Greensboro, North Carolina, a key swing state in the upcoming elections [7]. Group 2: Market Performance - Toyota's sales in the U.S. market have shown strong momentum, with sales reaching 2.07 million units from January to October 2025, an 8% increase compared to the same period last year [4]. - Despite the sales growth, Toyota reported an operating loss of 134.1 billion yen in North America from April to September, marking its first loss since the financial crisis in 2008, primarily due to increased cost burdens from higher U.S. tariffs [5]. - The company holds over 50% market share in the U.S. hybrid vehicle market, including its luxury brand Lexus, benefiting from the U.S. government's negative stance on promoting pure electric vehicles [4].
美国国务院就高市“台湾有事”言论发声
日经中文网· 2025-11-13 02:46
Group 1 - The U.S. is committed to maintaining peace and stability in the Taiwan Strait and opposes any unilateral changes to the status quo by either side [2][4] - The U.S. supports dialogue between the two sides of the Taiwan Strait and hopes that differences can be resolved peacefully without threats [2] - The U.S. continues to provide arms to Taiwan to support its self-defense capabilities, in accordance with the Taiwan Relations Act [4]
日元跌至1美元兑155区间,创9个月来低点
日经中文网· 2025-11-13 02:46
Group 1 - The market generally believes that the downward pressure on the US economy will ease, leading to a stronger demand for the US dollar [2][4] - As of late September, the Japanese yen was trading around 147 yen per dollar, experiencing a significant depreciation of over 7 yen in just a month and a half [4] - On November 12, the yen fell to 155 yen per dollar, marking the first time it reached this level in about nine months since February 4 [2][6] Group 2 - The US Senate passed a temporary budget bill on the 10th to end the longest government shutdown in history, with expectations that the House will vote on it soon [4] - There are views that the new Japanese Prime Minister, Fumio Kishida, will implement expansionary fiscal policies, prompting investors to sell the yen against various currencies [4] - On November 12, the yen fell to 179 yen per euro, setting a record low since the euro's inception in 1999 [4] Group 3 - There is speculation that if the yen depreciates beyond 155 yen per dollar, the Japanese government and the Bank of Japan may intervene by buying yen [6] - Japan maintains the lowest policy interest rates among major economies, lacking factors to support yen buying [6] - Future focus may shift to whether Japanese Finance Minister Shunichi Suzuki will increase verbal interventions to curb yen depreciation [6]
资金回归中国制造业股
日经中文网· 2025-11-13 02:46
Group 1 - The core viewpoint of the article indicates that the Chinese manufacturing sector is experiencing a recovery, with manufacturing profits increasing by 22% year-on-year in September, marking the highest growth rate since November 2023 [2][8] - The Shanghai Composite Index has risen approximately 20% compared to the end of 2024, with semiconductor company Cambricon Technologies seeing its stock price more than double this year, driven by advancements in AI and technology-related stocks [4] - The trend of rising manufacturing stock prices is expanding, with about 90% of the top 100 stocks projected to increase by mid-2025 being from the manufacturing sector [4] Group 2 - The background of this trend is the Chinese leadership's push to correct excessive competition, referred to as "involution," with policies introduced to limit unproductive price-based competition [5] - The expectation of profit recovery due to the elimination of excess capacity is evident, as seen in the stock price surges of companies like Sungrow Power Supply, which increased nearly threefold in the second half of the year [7] - Overall, the industrial stock price index on the Shanghai Stock Exchange rose over 20% in the second half of the year, surpassing the 16% increase of the Shanghai Composite Index, indicating a shift in market focus from shareholder returns to manufacturing performance recovery [7] Group 3 - Macroeconomic statistics show that fixed asset investment decreased by 7% year-on-year in August and September, indicating a significant reduction in manufacturing investment activities [8] - The Chinese government is focusing on boosting consumption as part of its economic strategy for 2026-2030, with the effectiveness of the "anti-involution" policy being crucial for stimulating domestic demand [10] - The sustainability of stock price increases remains uncertain, as the balance between eliminating inefficient production and stimulating consumption is delicate [10]