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 如果仅从自民党支持者来看，小泉进次郎排第1， 高市早苗排第2。最受无党派人士支持的是小泉进次 郎。 仅从在野党支持者来看，高市早苗排第1。国民民主党及参政党等的支持者推动了高市早苗的地位上 升。 自民党的前经济安全保障相高市早苗和农相小泉进次郎分别获得20%的支持率，并列第1。现任 首相石破茂则以6%的支持率排在第4。仅从在野党支持者来看，高市早苗排第1…… 日 本经济新闻（中文版：日经中文网）调查了适合成为下任首相的人选。来自自民党的前经济安全保 障相高市早苗和农相小泉进次郎分别获得20%的支持率，并列第1。紧随其后的是国民民主党代表玉木 雄一郎，支持率为9%。现任首相石破茂则以6%的支持率排在第4。 此次调查采取了从13名自民党所属国会议员和在野党党首中选出1人的形式。第5名是同样以5%支持率 并列的官房长官林芳正和立宪民主党代表野田佳彦。 ...

Core Viewpoint - The Hong Kong stock market has experienced a resurgence in IPO activity in 2025, with 42 companies successfully listed and raising over 105.5 billion HKD, indicating a renewed confidence from global investors [2]. Group 1: IPO Activity - In the first half of 2025, the Hong Kong stock market has seen 42 companies go public, raising a total of over 105.5 billion HKD [2]. - The IPO wave is characterized by a series of ringing ceremonies, marking the entry of numerous enterprises into the overseas capital market [2]. - There is unprecedented enthusiasm from cornerstone investors globally, contributing not only capital but also market confidence [2]. Group 2: Investor Participation - Sovereign wealth funds from the Middle East and long-term capital from Southeast Asia have actively participated, creating a "capital warm current" in the market [2].

日本经济新闻获悉，在中国政府自2014年11月实施《反间谍法》以来扣留的17名日本人中，9人被认定 向日本情报机构提供了中国国内信息并获得报酬。这是通过中国政府向日方说明的判决内容等了解到的 情况。 据从中国政府向日方说明的判决内容等获悉，在中国政府自2014年11月实施《反间谍法》以来 扣留的17名日本人中，9人被认定向日本情报机构提供了中国国内信息并获得报酬。这一日本情报机构 被认为是"日本公安调查厅"…… 据多名日本政府相关人士透露，9人均被中国司法部门认定为触犯间谍罪并被判处实刑。 北京市的第二中级人民法院（地方法院）7月16日对日本安斯泰来制药的60多岁日本籍男性判处3年零6 日本政府内有分析认为："与提供的信息内容相比，中国方面似乎更重视协助属于情报机构的（日本） 公安调查厅的行为本身"。 中国《刑法》第110条以及《反间谍法》第4条规定，"参加间谍组织"、 "接受间谍组织及其代理人的任 务"等行为属于"间谍活动"。 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 日本公安调查厅是日本法务省的"外局"（所属），除确保 ...

Core Viewpoint - The article discusses the decline in export prices of various Chinese products to the U.S. in June, indicating that Chinese companies may be absorbing tariffs to maintain market share in the U.S. [1][3][4] Group 1: Export Price Decline - In June, out of 14 product categories surveyed, 9 categories saw a decline in export prices, including smartphones and game consoles, which dropped by 45% and 23% respectively [1][3] - The average export price of smartphones to the U.S. decreased by 40% year-on-year, while game consoles saw a 20% decline [1][3] Group 2: U.S. Import Dependence - The U.S. has a high dependence on Chinese imports for these categories, with over 80% of smartphones and game consoles imported from China [3] - The import share of Chinese products in the U.S. market for these categories is reported to be between 80% to 90% [3] Group 3: Tariff Impact and Market Strategy - Chinese manufacturers may be absorbing part of the tariffs imposed by the U.S. to maintain their market presence [3][4] - The U.S. currently imposes a total of 30% tariffs on Chinese products, despite some negotiations to suspend certain tariffs for 90 days [3][5] Group 4: Export Volume Changes - In June, the export volume of smartphones to the U.S. decreased by 71% year-on-year, while game consoles saw a reduction of 48% [4] - Some products, such as fireworks, experienced a significant increase in exports, rising by 51% in June, likely due to previously postponed shipments [4] Group 5: Future Negotiations - U.S. Treasury Secretary announced upcoming discussions on tariffs between the U.S. and China, indicating the potential for extending the suspension of certain tariffs [5] - If negotiations fail, the tariffs may remain in place long-term, which could lead to shortages and price increases in the U.S. market [5]

Core Viewpoint - The article discusses the phenomenon of "ultra-low birth rates" in China, Japan, and South Korea, attributing it to an excessive emphasis on education and the resulting pressures on families [1] Group 1: Education and Family Dynamics - The intense focus on education in these countries has led to increased financial and emotional burdens on families, discouraging them from having more children [1] - Parents are investing heavily in their children's education, which often results in delayed marriage and childbearing [1] Group 2: Economic Implications - The declining birth rates pose significant challenges for the economies of China, Japan, and South Korea, potentially leading to labor shortages and increased social welfare costs [1] - The article highlights that the demographic shifts could impact economic growth and sustainability in the long term [1] Group 3: Policy Responses - Governments in these countries are exploring various policies to encourage higher birth rates, including financial incentives and support for childcare [1] - The effectiveness of these policies remains uncertain, as cultural attitudes towards education and family planning are deeply ingrained [1]

Core Viewpoint - Sony Group is strategically investing in Bandai Namco Holdings to enhance its content-driven business growth, particularly in the expanding global anime market [1][3]. Group 1: Investment Details - Sony Group announced an investment of approximately 68 billion yen for a 2.5% stake in Bandai Namco Holdings [1]. - This investment aims to promote Bandai Namco's anime and manga intellectual properties (IP) on distribution platforms and co-produce game adaptations into animations [1][3]. Group 2: Strategic Alliances - The investment will help Sony form alliances with Japan's three major content companies, leveraging Bandai Namco's well-known IPs like "Mobile Suit Gundam" and "Pac-Man" [1][3]. - Sony has previously invested in KADOKAWA, becoming its largest shareholder with an additional investment of about 50 billion yen [2]. Group 3: Collaborative Projects - Sony's animation subsidiary Aniplex has collaborated with Crunchyroll to adapt popular games like "Ghost of Tsushima" into animations [3]. - Bandai Namco's popular themes such as "Tekken" and "Ridge Racer" will expand Sony's options for content development [3]. Group 4: Support for Production - Sony and Bandai Namco will jointly support production sites facing labor shortages in the future [4].

Core Viewpoint - Despite a downturn in the construction industry leading to weakened steel demand, China continues to maintain high production levels and is exporting large quantities to neighboring countries, resulting in increased trade friction surrounding steel products [1][2]. Group 1: Steel Demand and Prices - The circulating price of hot-rolled steel plates in the Tokyo area is approximately 112,500 yen per ton, a decrease of 4% compared to the end of June, marking the lowest level since August 2021 [2]. - Japan's steel demand is low due to factors such as uncertainty related to U.S. tariff policies, labor shortages, and extreme heat, which hinder construction projects [2]. - In June, China's steel exports reached 9.67 million tons, a year-on-year increase of 10.7%, while total exports from January to June amounted to 58.14 million tons, a historical high for the same period [2]. Group 2: Trade Friction and Anti-Dumping Measures - Japan is initiating an anti-dumping tariff investigation on nickel-based stainless steel cold-rolled sheets and cold-rolled steel plates, targeting products from mainland China and Taiwan [3]. - The global number of anti-dumping investigations related to steel reached a historical high of 41 in 2024, with 30 cases specifically targeting China [3]. - Countries are increasingly seeking to exclude low-priced imported steel, leading to an oversupply of Chinese steel in the market [3].

Core Viewpoint - Mitsubishi Motors is completely withdrawing from automotive-related production in China, ending its engine production and joint venture with local enterprises due to the rise of electric vehicles (EVs) and declining demand for internal combustion engine vehicles [1][2]. Group 1: Mitsubishi's Operations in China - Mitsubishi Motors announced the cessation of engine production in China, dissolving its joint venture established with local companies [1]. - The company had already ceased vehicle production in China in March 2023 and stopped selling new cars, although it continues to provide after-sales service for sold vehicles [2]. Group 2: Market Trends and Challenges - The demand for internal combustion engine vehicles is decreasing in China, while sales of EVs and plug-in hybrid vehicles (PHVs) are on the rise [2]. - According to the International Energy Agency (IEA), the sales of pure electric vehicles in China are expected to increase by 20% in 2024 compared to the previous year, with EVs and PHVs accounting for nearly 50% of new car sales [2]. - Japanese automakers, traditionally strong in the engine vehicle sector, are facing challenges as companies like BYD rise in the EV market [2].

Core Viewpoint - Japan is expanding support for the development of next-generation photovoltaic (PV) cells, particularly focusing on tandem perovskite solar cells, which can enhance efficiency and reduce reliance on imports from China [1][2][3]. Group 1: Government Support and Objectives - The Japanese Ministry of Economy, Trade and Industry (METI) will use the "Green Innovation (GI) Fund" to subsidize the development of decarbonization technologies, including tandem perovskite solar cells [2]. - The support will begin in the fiscal year 2025, with a goal to establish manufacturing and mass production technologies by 2030 [2]. - METI requires supported companies to achieve a power conversion efficiency exceeding 30%, durability equivalent to traditional PV panels (20 years), and reduce residential power generation costs to below 12 yen per kilowatt-hour [2][3]. Group 2: Technological Advantages - Tandem solar cells utilize multiple layers of PV cells to absorb a broader spectrum of sunlight, potentially doubling the conversion efficiency compared to traditional products [3]. - The combination of perovskite cells for visible light absorption and silicon cells for infrared light absorption enhances overall efficiency [2][3]. Group 3: Market Potential and Domestic Supply Chain - The demand for rooftop installations is significant, with METI mandating that factories, shops, and schools set installation targets for rooftop PV panels after 2026 [3]. - Tandem products are suitable for installation in energy-efficient homes and buildings with higher load-bearing capacities [3]. - The raw materials for perovskite solar cells can be sourced domestically in Japan, reducing dependence on foreign imports and allowing for the potential establishment of a local supply chain [3]. Group 4: Future Energy Goals - The Japanese government aims to increase the share of solar energy in the overall power supply from 9.8% in 2023 to between 23% and 29% by 2040 as part of its renewable energy strategy [3].

沙特增产可能会拉低油价（Reuters） 自认为是产油国盟主的沙特本应劝说其他国家遵守规则，但沙特在6月却开始超额生产。强势生产的背 景是中国旺盛的需求。有观点认为中国似乎在为不测之事做准备…… Kpler的高级原油分析师施穆宇指出，中国似乎在为不测之事做准备。他认为，由于无法预测美国政府 的行动，中国政府可能在战略性增加原油储备。 美国总统特朗普7月14日表示，考虑对购买俄罗斯石油和天然气的第三国征收100%关税。虽然有50天的 宽限期，但如果实际实施，购买俄罗斯能源的中国将被迫寻找替代来源。 产油国的盟主沙特阿拉伯开始增产。6月，沙特原油产量大幅超出生产配额，出口量也达到约两年来的 新高。一直主导石油输出国组织（OPEC）成员国产量调整的沙特自行"违反"规则引发震惊。强势生产 的背景是中国旺盛的需求。 以沙特为首的OPEC与俄罗斯等非成员国组成的"OPEC+"的部分国家自愿从4月开始逐步减产，每日产 量缩减220万桶，以增加原油供应。产油国被要求在分配的生产配额范围内增产。 国际能源署（IEA）7月中旬发布的月度报告显示，沙特6月的产量为每天980万桶，环比增加了71万桶 （增幅8%）。超出配额43万桶。 ...