美国白宫副幕僚长丹·斯卡维诺在X（原推特）上发布的特朗普和赤泽亮正会谈的照片 美国白宫总统办公室，特朗普向坐在对面的赤泽亮正连声提问，"是否从波音公司采购？"赤泽亮正回答 说"会"。特朗普还当场用笔将白板上写的日本投资支援额从"4000亿美元"改为"5000亿美元"。"急于达 成协议的不是日本，而是美国"…… "总统的日程空着，总统想进行谈判"，在协议前一天的7月21日晚，在华盛顿近郊的美国商务部长卢特 尼克的私宅。坐在卢特尼克对面的日本经济财政兼再生相赤泽亮正被如此告知。 与卢特尼克的会谈持续到晚上11点左右，达到2个多小时，成为设想第二天与美国总统特朗普面对面谈 判的预演。日本政府相关人士透露，赤泽亮正在羽田机场起飞时并未设想与特朗普会面。 日美两国政府就为期近100天的关税谈判达成协议。在成为谈判最后时限的8月1日之前，支持基础出现 动摇的美国总统特朗普为了取得成果，一口气加快了达成妥协的步伐。此举意在将日美协议作为与欧盟 （EU）等剩余地区和国家谈判的立足点。 特朗普称"想进行谈判" 22日下午，在美国白宫的总统办公室。特朗普把卢特尼克带来的写有日本提议内容的大白板放在桌上， 向坐在对面的赤泽亮正连声 ...

Core Viewpoint - The trade relationship between China and North Korea is becoming increasingly active, with significant growth in exports and imports, particularly in construction materials, as North Korea rebuilds after natural disasters [3][4]. Group 1: Trade Growth - In the first half of 2025, China's exports to North Korea increased by 33% year-on-year, reaching $1.05048 billion, while imports from North Korea rose by 20% to $210.27 million [3]. - The total trade volume between China and North Korea from January to June 2025 grew by 30% compared to the previous year [3]. - Specific categories such as wallpaper exports surged to 2.3 times the amount in 2024, and plastic furniture exports doubled [3]. Group 2: Economic Recovery and Infrastructure - North Korea's northern regions, which were affected by floods in 2024, are undergoing significant reconstruction, including the completion of a seaside resort capable of accommodating 20,000 people by late June [3]. - The resumption of international passenger train services between the capitals of China and North Korea is expected to enhance tourism and business exchanges, marking the first operation in over five years [3][4]. Group 3: Political Context and Strategic Moves - China's trade with North Korea is seen as a leverage to maintain regional influence amid the U.S. and South Korea's dialogue approach towards North Korea [3]. - The increase in trade and personnel exchanges is also a response to the changing political landscape, with both the U.S. and South Korea showing a willingness to engage in dialogue with North Korea [5][6]. Group 4: Labor and Employment - China is expanding its acceptance of North Korean laborers, with an initial influx of around 2,000 workers expected in Jilin Province after early 2025 [5]. - In May 2025, approximately 400 North Korean workers were accepted in Dandong, primarily for employment in garment factories [6].

Core Viewpoint - The recent agreement between the US and Japan on a 15% reciprocal tariff is seen as a positive surprise, boosting market sentiment and leading to a significant rebound in Japanese stocks, particularly in the automotive sector [1][2]. Group 1: Agreement Details - The US will implement a 15% reciprocal tariff on Japan, while Japan will invest $550 billion in the US and open its markets for rice and automobiles [2]. - The initial plan was to impose a 25% tariff on Japanese imports starting August 1, but the new agreement is viewed positively for Japanese companies, allowing them to absorb the lower tariff rate [2][3]. Group 2: Market Reaction - Following the announcement, the Nikkei index surged by 1,396 points, closing at 41,171 points, marking a 3.51% increase, the highest in about a year [1]. - Automotive stocks, which had been heavily sold off, saw strong rebounds, with Toyota's stock rising by 13.65% and Honda by 10.34% [3]. - Financial stocks also experienced significant gains, with Mitsubishi UFJ Financial Group up 4.67% and Sumitomo Mitsui Financial Group up 5.52% [3]. Group 3: Future Outlook - Analysts believe this agreement could mark a turning point in market dynamics, with July 23 potentially being remembered as a key historical date [5]. - The upcoming earnings season is expected to bring more positive outlooks from companies, further supporting market growth [3].

日本首相石破茂7月23日下午与麻生太郎、菅义伟和岸田文雄三位前首相举行了会谈，会后石破茂说"完 全没有谈及我个人的去留问题"，表示"为了确保协议得以确实执行，为了切实守护国民的生活，我将全 力以赴"…… 7月23日，日本首相石破茂在自民党总部与最高顾问麻生太郎、副总裁菅义伟以及前首相岸田文雄举行 了约1小时20分钟的会谈。会后，石破茂在面对记者时表示，在面对参议院选举惨败的局面下，"大家共 同意识到了强烈的危机感"，并强调"完全没有谈及我个人的去留问题"。 日经中文网 https://cn.nikkei.com 视频号推荐内容： 石破透露，"我们还讨论了党内绝不能出现分裂等各种议题"。一起出席会谈的自民党干事长森山裕将就 会谈详情进一步作出说明。 此次参议院选举中，自民党与公明党即便加上非改选议席，依旧未能取得过半数席位。在石破表态将继 续执政之后，自民党内要求其辞职的声音不断升高。 由于石破一直与党内派阀保持距离，其在党内的基础较为薄弱。此次会谈被视为他寻求三位有影响力的 前首相支持，以强化政权运作、稳住执政基础的举措。 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。 石破茂否认了 ...

为和麻生太郎等会谈，将从首相官邸出发的石破茂（首相官邸） 自民党高层表示，将于8月内完成对参议院选举的总结，并根据结果由首相作出最终判断。石破茂此前 提出与美国的关税谈判是其继续执政的理由之一，而相关协议已于23日达成，因此党内认为他继续留任 的正当性已被削弱…… 日本首相石破茂的下台似乎已成为不可避免的局势。由于自民党在参议院选举中惨败，党内要求石破茂 引咎辞职的呼声日益高涨。石破茂将在7月23日下午在自民党总部与最高顾问麻生太郎、副总裁菅义 伟、前首相岸田文雄举行会谈，就自己是否去留进行磋商。 自民党高层表示，将于8月内完成对参议院选举的总结，并根据结果由首相作出最终判断。石破茂此前 提出与美国的关税谈判是其继续执政的理由之一，而相关协议已于23日达成，因此党内认为他继续留任 的正当性已被削弱。 石破茂在与身边人士交流时表示："日美关税谈判仍有未尽的课题"，并称尚未就去留作出决定。8月将 迎来石破茂十分重视的战后80周年终战纪念日，也在寻求与美国总统特朗普进行直接会谈，表示将在一 切事项明朗后再作判断。 如果石破茂宣布辞职，自民党将在秋季前举行总裁选举。由新选出的总裁参加首相指名选举。由于目前 在众参两院 ...

Group 1 - The core agreement between the US and Japan involves a 15% tariff on Japanese cars exported to the US, which is the lowest among all new reciprocal tariff rates announced by the US [1][2] - Japan will increase its rice imports from the US within the existing quota, maintaining a total import volume of 770,000 tons annually with zero import tariffs [2] - The agreement aims to encourage Japanese investment in the US, with a total investment and financing framework of up to $550 billion, focusing on sectors like semiconductors, pharmaceuticals, and AI [3][4] Group 2 - The new reciprocal tariff will lower the existing tariff on Japanese cars from 25% to 15%, combining a 12.5% tariff and a basic rate of 2.5%, without imposing import quantity limits [2][3] - The negotiations faced challenges, with Japan seeking a review of tariffs in exchange for significant investments, while the US demanded further market access, particularly in the automotive sector [4] - The agreement is part of a broader initiative called "Japan Investment America Initiative," which aims to bolster economic security through targeted investments [3][4]

Core Viewpoint - The agreement between the United States and Japan is described as the largest scale deal to date, involving a reduction of tariffs and significant investment commitments from Japan [1][2]. Group 1: Tariff Agreement - The equivalent tariff on Japan is set at 15%, a reduction from the originally planned 25% tariff on imports from Japan, marking it as the lowest rate among the new tariffs announced by the U.S. [1][2]. - Japan has committed to investing $550 billion in the U.S. as part of the agreement [1]. Group 2: Market Access - Japan has promised to open its markets to various products, including rice and automobiles, as part of the negotiations [1][2]. Group 3: Additional Projects - In addition to the tariff agreement, there are plans to initiate a joint project for the development of liquefied natural gas (LNG) from Alaska [3]. - The meeting between Japanese officials and President Trump was characterized as a successful completion of their tasks [3].

Core Viewpoint - Nikkei Gaming is a business-oriented gaming media launched in July 2025, focusing on the latest trends and business models in the gaming and related industries [1][2][3]. Group 1 - Nikkei BP leverages its expertise in management, technology, consumer behavior, and marketing to provide insights into the gaming industry [1][3]. - The media aims to track and report on the integration of gaming and esports businesses into other industries, highlighting new trends and business models [3].

Core Viewpoint - The article discusses the emergence of new political trends in Japan following the recent Senate elections, highlighting the rise of populist parties that criticize established political elites and attract voter dissatisfaction [1][2]. Group 1: Political Landscape Changes - The recent Senate elections in Japan have seen the rise of new opposition parties that embody populist sentiments, while traditional parties like the Constitutional Democratic Party have stagnated [1][2]. - The perception of established parties, including the ruling Liberal Democratic Party (LDP), as part of "old politics" has intensified, leading to a decline in their support [2]. Group 2: Decline of Traditional Party System - The article notes that the reliance on 20th-century political organizations is diminishing, with younger voters increasingly disengaged from the two-party system [2][3]. - The voting behavior of younger generations indicates a shift towards individualism, with social media playing a significant role in connecting politicians with voters [2]. Group 3: Electoral System and Multi-Party Dynamics - Japan's electoral system, particularly the mixed-member proportional representation, has contributed to the fragmentation of the political landscape, making it difficult for a two-party system to thrive [3]. - The LDP's seat share has decreased to 41% in both houses, marking a significant shift from its historical dominance [3]. Group 4: Rise of Right-Wing Populism - The article highlights the emergence of right-wing populism in Japan, drawing parallels with global trends, although Japan's context differs due to lower immigration rates and less pronounced wealth disparity [5]. - The potential for right-wing populism to grow in Japan remains uncertain, with factors such as immigration and economic conditions influencing public sentiment [5].

日经中文网 https://cn.nikkei.com 视频号推荐内容： 汽车类股票成为买盘集中对象。丰田汽车股价一度大涨10%。马自达股价一度上涨17%，斯巴鲁 （SUBARU）也被买盘推高至上涨14%。此外，久保田、安川电机、发那科等制造业股票也受到追捧。 三菱UFJ摩根士丹利证券的高级投资战略研究员大西耕平指出："此前市场普遍认为，即使到了8月1日 对等关税启动之日，美日也未必能达成协议，因此此次达成协议可说是一个正面的意外惊喜"。 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。 "此前市场普遍认为，即使到了8月1日对等关税启动之日，美日也未必能达成协议，因此此次达成协议 可说是一个正面的意外惊喜"，汽车类股票成为买盘集中对象…… 东京股市7月23日开盘后，日经平均股价大幅上涨。涨幅一度超过800点，突破4万点这一关键关口。美 国总统特朗普7月22日在其社交媒体上宣布，已与日本就关税谈判达成协议，对日本实施15%的对等关 税，日本则将向美国投资5500亿美元。 ...