美国政府正在迅速结束与欧盟、日本等主要贸易伙伴的磋商。 目前与加拿大、墨西哥、印度、韩国等国尚未达成协议，特朗普27日在与欧盟达成协议后表示，"正在 考虑与另外3~4个国家达成协议"。 特朗普7月28日在自己的社交媒体上表示，"已指示贸易团队"与泰国和柬埔寨重启贸易谈判。两国已就 边境附近的军事冲突达成停火协议。此前特朗普曾呼吁两国停火。 日本经济新闻（中文版：日经中文网）八十岛绫平 华盛顿 美国的对等关税将从8月1日起适用新税率。特朗普表示"将是15%或20%"…… 美国总统特朗普7月28日就各国统一适用的对等关税的基本税率表示"将是15%或20%"。对等关税将从8 月1日起适用新税率。据称对象是未能与美国进行单独谈判的发展中国家等，具体税率将于近期同时通 知。 特朗普在出访的英国北部苏格兰与英国首相斯塔默举行会谈时，回答了记者的提问。他表示，基本税 率"将在15%至20%的范围内，将是其中一个数字"。 特朗普此前一直表明方针称，将向非洲国家及其他贸易量和经济规模较小、无法与美国谈判的国家同时 通报"尽可能压低的税率"。 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 ...

Core Viewpoint - The article discusses how the Chinese gaming industry has significantly boosted the demand for Japanese voice actors and audio studios, highlighting a growing trend of collaboration between the two markets [1] Group 1: Impact on Japanese Voice Acting Industry - The surge in Chinese gaming has led to an increased demand for Japanese voice actors, with many studios reporting a rise in projects requiring their services [1] - Japanese audio studios are experiencing a notable increase in revenue, attributed to the influx of contracts from Chinese game developers [1] Group 2: Collaboration Between Chinese and Japanese Markets - The collaboration between Chinese game developers and Japanese voice actors is fostering a cross-cultural exchange, enhancing the quality of gaming content [1] - This trend is expected to continue, with projections indicating further growth in the partnership between the two industries [1]

Core Viewpoint - Japan's regenerative medicine and related products are lagging behind the US and Europe in practical applications, with significant investments planned to enhance production capabilities by 2027 [1][2]. Group 1: Investment Plans - Nikon and four other Japanese companies plan to invest over 100 billion yen by 2027 to significantly increase production of iPS cell products and other advanced pharmaceuticals [1][2]. - Nikon will invest approximately 10 billion yen to expand its production base in Koto, Tokyo, increasing the cleanroom area by 50% and tripling its workforce by 2030 [2]. - AGC plans to invest 50 billion yen in its Yokohama facility to set up production equipment for regenerative medicine cells, with potential for mRNA vaccine production if necessary [2]. Group 2: Market Position and Challenges - The US has approved 25 drugs in the gene and CAR-T fields, Europe 22, while Japan has only 10, indicating a significant gap in production capabilities [1][2]. - Japan's domestic companies have a weak production foundation, which could hinder access to advanced medical treatments and reduce the competitiveness of the Japanese pharmaceutical industry [1][2]. Group 3: Government Support - The Japanese government will provide 38.3 billion yen in subsidies over four years to support equipment investment and talent development for CDMO in regenerative medicine [3]. - Emerging companies, such as SanBio and Cuorips, are seeking conditional production and sales licenses for their regenerative medicine products, indicating a growing interest in this sector [3]. Group 4: Market Growth Potential - The market for regenerative medicine products in Japan is projected to reach 53.8 billion yen by 2030, doubling from approximately 2024 levels [3].

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。 本季夏季日剧阵容丰富多样。 男性主演多为 40 岁以上的中坚或资深演员， 阅读更多内容请点击下方"阅读原文" 女性则以 20 多岁的新生代女演员担任主角的作品较为突出。 还有一些能期待年轻一代奋发表现的作品， 类型和风格都非常广泛。 我们将通过 五大关键词 进行介绍。 2025 年 7 月档的剧集阵容无论是幕后团队还是演员阵容都非常充实。改编作品和原创剧各 有 10 部，呈现出良好的平衡。以下是各部作品的看点介绍。 关键词1 人气定番 4部刑侦剧 刑侦剧一直是日剧中人气极高的类型。本季共有 4 部刑侦题材剧集同时播出，数量颇多。其 中最具规模的企划是朝日电视台周三晚 9 点档的作品。 ...

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].

Group 1 - A Japanese employee of Astellas Pharma was sentenced to 3 years and 6 months in prison for espionage by a Beijing court on July 16, 2023, and did not appeal by the deadline of July 28 [1][2] - The employee provided political and economic information about China to Japan's Public Security Investigation Agency in exchange for payment [1][2] - This case marks the first instance of a Japanese individual accepting a plea deal under China's revised Criminal Procedure Law, which was implemented in October 2018 [2] Group 2 - The employee had worked in China for over 20 years and held a senior position in Astellas Pharma's local entity, previously serving as vice president of the China Japan Chamber of Commerce [2] - Since the implementation of the Anti-Espionage Law in November 2014, at least 17 Japanese individuals have been detained by the Chinese government, with five still not released [3] - The Chinese government has intensified its crackdown on espionage, with a revised Anti-Espionage Law enacted in July 2023 that broadens the definition of espionage [3]

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].