Core Viewpoint - Nissan is focusing on expanding its automobile export business from China due to poor performance in the domestic market, with plans to export the newly launched electric sedan "N7" [1][2]. Group 1: Company Developments - Nissan announced a restructuring plan in mid-May, emphasizing the development of its export business from China as a response to declining sales [1]. - A new joint venture has been established between Dongfeng Motor Group and Nissan's wholly-owned subsidiary, Nissan (China) Investment (NCIC), to handle the export of complete vehicles and parts globally [1]. - The registered capital of the new joint venture is 1 billion yuan, with NCIC contributing 60% and Dongfeng Motor Group 40%, and the contract is set for 28 years [1]. Group 2: Market Performance - In 2024, Nissan's new car sales in the Chinese market are projected to decrease by 12% compared to 2023, primarily due to intense competition from local companies like BYD [2]. - As part of its strategy to maintain production scale, Nissan closed its factory in Changzhou, Jiangsu, in June 2024 [2]. - Dongfeng Motor Group is also actively expanding into overseas markets, with its EV brand "Lantu" planning to enter 60 countries by 2030 [1].

日经GO 日本"0熊猫"危机！粉丝掀起四川旅游热 原创 阅读全文 ...

美国特朗普政府定为关税谈判最后期限的7月9日日趋临近。截至目前，称得上谈判实质性成果 的只有2项，即与英国和中国达成的协议。此外，与印度的谈判目前似乎进展最快…… 美国特朗普政府定为关税谈判最后期限的7月9日日趋临近。特朗普正在加大对贸易伙伴国的施压力度， 迫使日本和欧盟等国在限期之前达成"协议"。各国都存在无法轻易让步的主题，不得不做出艰难的判 断。 印度领先？贸易的协定进入"最终阶段" 截至目前，称得上特朗普政府关税谈判实质性成果的只有2项，即与英国签署的扩大贸易协议以及与中 国为缓和紧张关系而达成的协议。 除此之外，与印度的谈判目前似乎进展最快。特朗普6月27日表示"基本达成协议"，白宫贸易顾问莱维 特也在30日的记者会上表示，与印度签署新贸易协定的工作已进入最终阶段。 加拿大作出让步，同意取消数字税 加拿大不在美国的对等关税范围内，但因非法移民和毒品问题而被加征25%的关税。加拿大要求美国修 改包括钢铁和铝关税在内的关税措施。 欧盟存在"50%关税"危机，有意在期限前达成协议 欧盟也表现出在期限之内达成妥协的意愿。欧盟委员会贸易专员谢夫乔维奇计划7月1日访美，举行部长 级磋商。特朗普政府对欧盟表示，如 ...

路线价连续40年位居日本全国最高的东京银座"鸠居堂"前（6月30日） 在东京都心，办公楼和高级住宅楼的需求稳固，带动地价上涨。标准住宅用地涨幅最大的是东京都，比 去年上涨8.1%，涨幅比去年扩大2.8个百分点。跌幅最大的是奈良县，同比下跌1.0%。 在日本全国税务署管辖范围内最高路线价的地点中，涨幅最高的是长野县白马村，同比上涨32.4%。涨 幅排在前列的是北海道富良野市（同比上涨30.2%）、东京都浅草（同比上涨29.0%）、岐阜县高山市 （同比上涨28.3%）等知名度假胜地和旅游景点。 日本国家旅游局（JNTO）公布的2024年入境游客推测数量达到历史最高的3686万9900人。新冠疫情后 的复苏愈发明显，访日游客的增加推动了地价上涨。 日本全国最高的路线价位于东京都中央区银座5的文具店"鸠居堂"前，每平方米价格为4808万日元（约 合人民币）。这一数字连续40年位居日本全国首位。同比上涨8.7%，涨幅也扩大了5.1个百分点。世界 知名半导体企业进驻的熊本县菊阳町的地价也同比上涨22.6%。 2025年的路线价首次反映了能登半岛地震的影响。由于路线价以1月1日零点为基准，因此去年是地震发 生前的价格。因火 ...

Core Viewpoint - Japan aims to recover rare earth-containing mud from a depth of 5,500 meters using a deep-sea exploration vessel, which, if successful, would mark the first instance globally. This initiative is part of Japan's strategy to develop domestic resources and reduce reliance on China, which currently dominates global rare earth production [1][3]. Group 1: Project Details - The Japan Agency for Marine-Earth Science and Technology (JAMSTEC) plans to commence trial mining in January 2026 in the waters near Minami-Torishima, with an estimated rare earth reserve of 16 million tons in the area, making it the third largest globally [1][2]. - The initial trial mining was scheduled for 2024 but has been postponed to 2025 due to delays in the procurement of necessary equipment, with a budget of approximately 12 billion yen for the pipeline [2]. - The trial will involve recovering about 35 tons of mud, with an expected yield of around 2 kilograms of rare earths per ton of mud, and will last approximately three weeks [2]. Group 2: Economic and Strategic Implications - The project is seen as significant for Japan's economic security, especially in light of China's export controls on rare earths, although profitability remains uncertain [3]. - JAMSTEC emphasizes the importance of developing independent rare earth recovery technology for Japan, which is crucial for national security [3].

丘比社长高宫满 我们在中国工作了30多年，虽然是日本企业，但我认为已经变得像当地企业一样。我们有为餐厅和便利 店开发和提供菜单的历史和技术经验，因此能够很好地应对。 记者： 也有一些日本企业因为在与中国国内后起之秀的竞争中苦苦挣扎，最后选择退出。 高宫满： 中国的发展速度非常快。许多日本制造商在这里都遭遇了困难。我们相比其他日本企业有先 发优势，但也要进一步提升产品，推进合理化。 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。 高宫满：我们并不是单纯为了在中国赚钱，而是怀着为中国饮食文化做贡献的想法而进入中国市场的。 我们在中国工作了30多年，虽然是日本企业，但我认为已经变得像当地企业一样…… 日本丘比（Kewpie）的海外销售比例超过19%，创下历史新高。关于中国市场支撑丘比扩大了海外销售 比例。日本经济新闻（中文版：日经中文网）记者采访了丘比社长高宫满，询问了现状与展望。 记者： 丘比进入中国市场已有30多年，您认为能够在中国市场渗透的原因是什么？ 高宫满： 我们并不是单纯为了在中国赚钱，而是怀着为中国饮食文化做贡献的想法而进入中国市场 的。我们在地方市场开展了食育活动，邀请人们 ...

围绕日美关税谈判，日本此前先后在造船及航空等领域，以及对中国一度限制出口的稀土供应 方面提出与美国合作，但这些并未打动特朗普，双方一直未能谈拢。相反，特朗普近日还再次就对日贸 易逆差表达不满，加大施压…… 日美关税谈判正面临困局。日本经济财政再生相赤泽亮正于美国东部时间6月27日与美国商务部长卢特 尼克进行了磋商，但未能与美方谈判负责人、财政部长贝森特会面便返回日本。日本未能就美国总统特 朗普所要求的削减贸易逆差提出有效解的决方案，谈判陷入苦战。 赤泽与卢特尼克27日进行了约1个小时的磋商，第二天的28日又通过电话进行了简短交流，但未能与贝 森特及美国贸易代表办公室（USTR）代表格里尔会面，并乘坐29日的航班返回日本。接下来计划继续 在事务层面展开协调。30日回到日本的赤泽在羽田机场对记者团表示："为了达成对日美双方都有利的 协议，将继续进行积极协调"。随后，他在日本首相官邸向首相石破茂汇报了谈判情况。 美国要求日本采取立竿见影，以措施削减美国对日贸易逆差。日本此前在不会立即为削减贸易逆差做出 贡献的造船及航空等领域提出了开展日美合作的方案。双方未能谈拢。 特朗普在6月29日播出的美国福克斯新闻（FOX N ...

Core Viewpoint - The article emphasizes that China's automotive industry is evolving to create a "wealth triangle" consisting of vehicle manufacturing, software, and financial services, particularly insurance and payment systems, which could significantly impact the global automotive economy [1][5]. Group 1: Automotive Industry Developments - China has become the world's largest automobile exporter, surpassing Japan, and is nearing top-tier competitiveness in vehicle manufacturing and software [1]. - BYD, a leading Chinese electric vehicle (EV) manufacturer, plans to enter the automotive insurance market in 2024, marking a significant step in its long-term strategy [1]. - Other Chinese automakers are also announcing plans to enter the automotive insurance sector, leveraging their domestic experience to expand into EV-exporting countries [1]. Group 2: EV Insurance Market Dynamics - The share of EVs in new car sales in China has exceeded 40%, necessitating a redesign of insurance products to accommodate the unique characteristics of EVs [2]. - BYD's insurance subsidiary reported a net loss of 169 million RMB in its first year, with net premium income around 1.3 billion RMB, indicating challenges in achieving profitability [2]. - The combined loss ratio for the insurance business exceeded 300%, highlighting the need for a reassessment of risk management and pricing strategies [2]. Group 3: Challenges and Opportunities - EVs have a 30% higher accident rate compared to traditional fuel vehicles, with the usage of insurance claims due to faults being more than double that of fuel vehicles [3]. - The ability of manufacturers to access driving data from EVs presents a competitive advantage over traditional insurers, potentially reshaping the insurance landscape [3]. - The current losses in the EV insurance sector could provide an opportunity for industry restructuring and innovation [3]. Group 4: Global Implications - The entry of Chinese companies like BYD into the insurance market poses a threat to Japan's insurance industry, which heavily relies on automotive insurance for revenue [4]. - The automotive insurance sector in Japan accounts for about 50% of net premium income for large enterprises, making it vulnerable to increased competition from Chinese firms [4]. - The construction of a "golden triangle" encompassing vehicle manufacturing, software, and financial services by China could have far-reaching implications beyond current perceptions [5].

Group 1 - The supply and demand imbalance for Rolex has made it difficult to purchase through official channels [2] - The secondary market is experiencing prices that exceed the original pricing by more than double [2] - There is a trend among young people to purchase luxury brands, including Rolex, before price increases [2]

Group 1 - The number of Indian companies in the "big league" of global investors, defined as those with a market capitalization exceeding $10 billion, has reached 120, nearly matching Japan's 127 [1][2] - The strong economic growth expectations in India are attracting both domestic and foreign investment, contributing to the increasing presence of Indian companies in global stock markets [1][2] - The SENSEX index in India has been rising steadily, with foreign investment showing a net inflow for two consecutive months from April to May [1][2] Group 2 - The total market capitalization of HDFC Bank is $172.1 billion, surpassing that of Mitsubishi UFJ Financial Group at $159.6 billion, highlighting the prominence of financial and IT-related companies in India [2] - Consumer spending and corporate investment demand in India are robust, leading to expectations of rapid growth in loan balances [2] - The number of IPOs in India has surpassed that of the United States in 2024, indicating a significant increase in market activity and risk capital availability [2] Group 3 - The rapid growth of Indian listed companies poses a challenge to Japanese firms, as only companies with a market capitalization exceeding $10 billion are considered by global investors [3] - The allocation of Japanese stocks in the MSCI All Country World Index is approximately 5%, while India's is around 2%, indicating a disparity in inclusion despite similar numbers of companies [3] - The liquidity and investment ease of Japanese stocks may currently provide an advantage, but the rise of Indian companies could threaten this position [3]