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]

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].

Core Viewpoint - The article discusses the implications of China's anti-espionage law, particularly focusing on the detention and sentencing of Japanese nationals accused of espionage activities related to Japan's Public Security Investigation Agency [1][2]. Group 1: Detention and Sentencing - Since the implementation of the Anti-Espionage Law in November 2014, China has detained 17 Japanese individuals, with 9 of them being convicted of espionage for providing information to Japan's intelligence agency [1][2]. - A Japanese national associated with Astellas Pharma was sentenced to 3 years and 6 months in prison for allegedly providing political and economic information to Japan in exchange for compensation [1]. - Another individual, sentenced to 12 years in prison, was noted to have connections with the Public Security Investigation Agency during the court proceedings [1][2]. Group 2: Legal Framework and Implications - The Chinese legal framework includes the Criminal Law Article 110 and the Anti-Espionage Law Article 4, which classify participation in espionage organizations and accepting tasks from such organizations as espionage activities [2]. - The introduction of a de facto "judicial transaction" system in China's revised Criminal Procedure Law in October 2018 allows for lighter sentences for those who confess to espionage charges, with the Astellas employee being the first to admit to such suspicions under this system [2]. - Analysts within the Japanese government suggest that China places greater emphasis on the act of cooperating with Japan's intelligence agency rather than the content of the information provided [2].

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].