Core Viewpoint - The market's reaction to the OPEC+ decision to increase production in August has been muted, with many believing that actual output will not rise as much as announced due to countries like Iraq reducing their production [1][4][5]. Group 1: OPEC+ Production Decisions - OPEC+ announced an increase in production by 548,000 barrels per day in August, which is four times the previously planned increase from March and represents a 33% increase from the production levels of May to July [2][5]. - The market has shown a lack of response to the news of increased production, with WTI crude oil futures dropping by 2% to around $65 per barrel [2][3]. Group 2: Supply and Demand Dynamics - The expectation of increased supply typically leads to price declines; however, the actual production increase has been lower than anticipated, with Iraq's production decreasing by 50,000 barrels per day in May [5][6]. - OPEC+ employs three mechanisms to adjust production, including a coordinated reduction of 2 million barrels per day among all member countries [5][6]. Group 3: Future Market Outlook - Despite the anticipated increase in supply, demand remains strong, particularly in the Middle East during the summer months, with an expected increase in consumption by 400,000 to 500,000 barrels per day in July and August [6][7]. - The potential for oversupply may arise after September, depending on demand peaks and market focus on supply-demand balance, with forecasts suggesting WTI prices could drop to $60 per barrel by the end of 2025 [7].

日本政府内部越来越多观点认为，由于8月启动新关税，"谈判期限实际上已延长"。不过，日本7月3~20 日处于参议院选举期间，即使磋商推迟，能否达成协议也要看选举结果…… 日美关税谈判出现停滞迹象。美国总统特朗普于美东时间7日中午（北京时间8日凌晨）开 始，向贸易伙伴国通报将从8月1日起实施的新关税税率。首先已通告日本和韩国将征收25% 的关税，并警告如果采取报复措施，将进一步提高税率。日美未能就汽车关税缩小分歧，仍 未达成协议。参议院选举期间日本难以让步，谈判的进展将取决于选举结果。 日本政府内部越来越多观点认为，由于8月启动新关税，"谈判期限实际上已延长"（经济部门 高官）。 日美之间围绕汽车关税问题分歧很大。负责谈判的日本经济财政再生相赤泽亮正4~6月7次访 美，持续进行部长级磋商。但双方的对话未能达成一致，一度引发了9日之前会再次访美的猜 测。 在日本，从7月3日公示到20日投计票，处于参议院选举期间。特朗普表示，可能将对日本进 口商品征收的关税税率提高至"30%或35%"。日本首相石破茂6日在日本放送协会（NHK） 节目中就日美关税谈判强调称，"不会轻易妥协，需要时间。" 美国方面，贝森特指出，"日本将 ...

关于不使用的理由，比例最高的是"生活和业务上没有需要"，超过4成，"不知道使用方法"也接近4成。 日本在企业的业务利用方面，也与海外有很大差距…… 日本总务省在7月8日公布的2025年《信息通信白皮书》中发布调查结果称，使用生成式AI （人工智能）的个人仅占26.7%。与上次调查相比增加至约3倍，但与进行对比调查的中国 （81.2%）、美国（68.8%）和德国（59.2%）仍存在较大差距。 关于不使用的理由，比例最高的是"生活和业务上没有需要"，超过4成，"不知道使用方法"也 接近4成。白皮书分析称"可以看出使用门槛还很高"。 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 视频号推荐内容： 日本国内的使用率存在明显的年龄差异。使用率最高的20~29岁人群为44.7%，其次是 40~49岁（29.6%）、30~39岁（23.8%）、50~59岁（19.9%）。最低的60~69岁仅为 15.5%。 日本在企业的业务利用方面，也与海外有很大差距。日本国内企业的利用率为55.2%，而中 国（95.8%）、美国（90.6%）和德国（90 ...

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。 日本模具制造商的全球份额在5年里几乎减半，而中国制造商的市场占有率则提高至全 球一半以上，韩国企业也维持住了以往的份额。日本的模具制造商还有生存下去的机会 吗？记者从中韩企业的身上寻找了答案…… 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 . 图 2 从产量观察模具的全球市场份额 左边饼图为2019年数据，右为2024年数据。日本的模具市场份额近5年来几乎减半。除了日本之外，美 国和德国的市场份额均有所下降，另一方面，从图表可以看到中国的市场份额正在提高。（数据来源： 日经XTECH基于ISTMA的资料制作） 在全球模具市场，中国的发展势头正在增强，这一点显而易见。最近5年，中国的市场占有率提高了 16.2个百分点，到2024年达 ...

7月6日，美国总统特朗普表示，将对由中国、俄罗斯等主要新兴国家组成的金砖国家 （BRICS）中"所有附和反美政策的国家"征收10％的额外关税。他在自己的SNS上发文强 调："没有任何例外"。 7月6日，金砖国家在巴西里约热内卢举行首脑会议，并通过了首脑宣言。首脑宣言虽未直接提及美国， 但谴责对金砖成员国伊朗的武力攻击违反国际法…… 7月6日，中国国务院总理李强在金砖国家首脑会议上发表演讲："强权和霸道从来不是解决问 题的正确途径"。 日本经济新闻（中文版：日经中文网）田岛如生 北京报道 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 视频号内容推荐： 特朗普并未就"反美政策"的具体内容做出说明。7月6日，金砖国家在巴西里约热内卢举行首 脑会议，并通过了首脑宣言。 首脑宣言虽未直接提及美国，但谴责对金砖成员国伊朗的武力攻击违反国际法。 中国外交部发言人毛宁在7月7日的记者会上对特朗普的表态表示反对。她明确表示："我们一 贯反对关税战、贸易战，反对以关税作为胁迫施压的工具。肆意加征关税不符合任何一方利 益"。 毛宁同时表示，金砖合作 ...

根据指数的3个月平均动向等做出的机械性总体评估由截至上月的"止跌"转为"恶化"。此次是 消费税增税及新冠疫情时期重叠的2019年8月至2020年7月以来首次做出"恶化"评估。 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 此次是消费税增税及新冠疫情时期重叠的2019年8月至2020年7月以来首次做出"恶化"评估。出口及批发 销售额是主要负面因素。美国关税政策可能导致日本经济下行压力进一步加大…… 7月7日，日本内阁府公布的5月景气动向指数显示，对经济形势的总体评估自2020年7月以来 首次转为"恶化"。从定义上来说，这表明经济处于衰退局面的可能性很高。出口及批发销售 额是主要负面因素。美国特朗普政府的关税政策可能会导致日本经济下行压力进一步加大。 反映当前经济状况的一致指数（2020年=100）为115.9，环比下降0.1个百分点。这是两个 月以来再次下降。在构成该指数的10个项目中，有5个项目是负面因素。 ...

Core Viewpoint - The article discusses President Trump's announcement of new tariffs on various countries, emphasizing the need for reciprocal trade relationships and the adjustments in tariff rates for specific nations [1][4]. Group 1: Tariff Announcement - Trump announced a new tariff rate of 25% on imports from Japan and South Korea, effective August 1, citing the need to address trade imbalances [1][4]. - The deadline for negotiations on reciprocal tariffs was extended from July 9 to August 1 [1][4]. Group 2: Specific Tariff Rates - The new tariff rates for various countries include: Malaysia 25%, Indonesia 32%, Thailand 36%, and South Africa 30%, with most rates either unchanged or slightly adjusted from previous announcements [2][3]. - A comparison of the new rates with those announced in April shows that Japan's rate increased from 24% to 25%, while rates for Kazakhstan and Tunisia were reduced [3][4]. Group 3: Negotiation and Trade Relations - Trump expressed that the current trade relationships are not reciprocal and indicated that the 25% tariff is insufficient to correct trade imbalances [1][4]. - There is a possibility of negotiating lower tariffs if countries reconsider their tariff and non-tariff barriers [4]. Group 4: Ongoing Trade Agreements - The Trump administration has reached trade agreements with the UK and Vietnam, while negotiations with the EU are ongoing to maintain the current 10% tariff rate [5]. - A separate measure has been put in place for China, suspending the increase of additional tariffs until August 12 [6].

Core Viewpoint - The article highlights the involvement of a Chinese organization in the illegal trafficking of synthetic drugs, particularly fentanyl, with connections to Japan and the United States, raising concerns about international drug smuggling networks [1][12][20]. Group 1: Arrests and Investigations - In June 2023, the U.S. Drug Enforcement Administration (DEA) arrested Chinese nationals Wang Qingzhou and Chen Yiyi for allegedly smuggling dangerous drugs into the U.S. [1][3] - During the investigation, a figure referred to as "the boss in Japan," identified as Fengzhi Xia, emerged, indicating a potential leadership role in the drug trafficking organization [1][5][12]. Group 2: Company Connections - Wang Qingzhou and others were executives at Hubei Amarvel Biotech, a chemical company in Wuhan, which was found guilty of illegally importing fentanyl precursors into the U.S. [5][12] - Chen Yiyi confirmed her employment at companies invested by Fengzhi Xia, suggesting a network of businesses involved in the drug trade [5][12]. Group 3: Social Media and Identification - Investigations revealed a Facebook account belonging to Fengzhi Xia, with limited connections and a profile indicating residence in Naha, Japan, but with ties back to Wuhan [5][9][11]. - The article notes that Xia is linked to at least 16 companies across China, including a 100% owned trading company in Wuhan, indicating a broad network of operations [9][12]. Group 4: Drug Trafficking Routes - The article discusses the emergence of Japan as a potential hub for drug trafficking, with experts indicating multiple smuggling routes involving Japan, Mexico, and the U.S. [14][16]. - FIRSKY, a company linked to Xia, is noted to have operations in Japan and is involved in the import-export of chemical products, further complicating the drug trafficking landscape [10][12]. Group 5: Fentanyl Crisis in the U.S. - The article emphasizes the severity of the fentanyl crisis in the U.S., with approximately 110,000 overdose deaths in 2023, primarily due to synthetic opioids like fentanyl [13][20]. - The DEA has been monitoring Amarvel since 2022, revealing a complex network for fentanyl distribution from China to Mexico and then to the U.S. [18][20].

Core Viewpoint - The visit of Chinese Vice Premier He Lifeng to Japan during the Osaka Expo is aimed at strengthening Sino-Japanese relations, with discussions expected to include the request for the lease of giant pandas and issues related to rare earth export controls [1][2][3]. Group 1 - He Lifeng is scheduled to visit Japan on July 11 during the "National Day" of China at the Osaka Expo, where he will meet with members of the Japan-China Friendship Parliamentary Alliance [1][2]. - The Japan-China Friendship Parliamentary Alliance plans to reiterate the request for leasing giant pandas during the meeting, as Japan currently has only two pandas left at Ueno Zoo after four were returned to China [2][3]. - He Lifeng's visit coincides with Japan's upcoming House of Councillors election, which may influence the selection of meeting participants from the parliamentary alliance [3]. Group 2 - During his stay in Osaka, He Lifeng is also expected to hold discussions with business leaders from the Kansai region, particularly regarding China's recent tightening of rare earth export controls [3]. - The Osaka Expo is notable for its participation from 158 countries and regions, highlighting the international significance of the event [3].

Core Viewpoint - BYD is expanding its overseas presence by establishing a new factory in Brazil, aiming to produce 150,000 vehicles annually as domestic sales reach a saturation point [1] Group 1: Factory Establishment - In July 2023, BYD announced plans to build a new factory in Brazil with an annual production capacity of 150,000 vehicles [1] - The total investment for the new factory is 5.5 billion Brazilian Reais [1] - The factory will focus on manufacturing electric vehicles (EVs) and plug-in hybrid vehicles (PHVs) [1] Group 2: Employment and Local Supply Chain - The new factory is expected to create approximately 20,000 jobs in the local area [1] - BYD plans to collaborate with local parts manufacturers to establish a supply chain [1] Group 3: Technological Investment - BYD is recognized as one of the companies with the highest R&D investment globally, indicating a commitment to infusing advanced technology into its operations in Brazil [1]