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押注印度市场?美国关税重压下,日本新干线5年后想要开进印度
Di Yi Cai Jing·2025-09-01 05:19

Group 1: Investment and Economic Cooperation - Japan has committed to invest approximately $68 billion (about 10 trillion yen) in India over the next decade, focusing on sectors such as semiconductors, critical minerals, and high-speed rail [1][3] - The first high-speed rail project in India, the Mumbai-Ahmedabad corridor, is set to utilize the "E10 series" Shinkansen trains, with a procurement plan for 10 trains and a requirement for some production to occur in India [3][4] - The bilateral trade between Japan and India is projected to reach $25.2 billion in 2024, indicating a significant increase in direct investment and trade [1] Group 2: Technology and Talent Exchange - Japan plans to bring in 50,000 Indian technical professionals to address domestic labor shortages, enhancing collaboration in technology and skills [1] - Tokyo Electron, a major semiconductor equipment manufacturer, aims to establish a team of chip engineers in India by 2026, supporting India's semiconductor manufacturing initiatives [5] Group 3: Trade Pressures and Economic Impact - Both Japan and India are facing trade pressures from the United States, with Japan's tariffs on exports to the U.S. reaching 15% and India's products facing punitive tariffs of up to 50% [6][7] - The U.S. tariffs are expected to reduce India's economic growth by 0.8 percentage points this year and next, prompting the Indian government to offer financial assistance to affected businesses [7]