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日本新干线5年后想要开进印度
第一财经·2025-09-02 01:18

Core Viewpoint - The article discusses the strengthening economic cooperation between Japan and India, particularly in the context of high-speed rail projects and semiconductor manufacturing, amidst the pressure of U.S. tariffs on both countries [3][5]. Economic Cooperation - Japan and India confirmed the introduction of the "E10 series" Shinkansen trains for India's first high-speed rail project, the Mumbai-Ahmedabad line, with plans for operation by 2030 [3][5]. - Japan has committed to investing approximately $68 billion (10 trillion yen) in India over the next decade, alongside plans to bring 50,000 Indian technical workers to Japan to address labor shortages [3][5]. High-Speed Rail Project - The high-speed rail project involves collaboration between Hitachi and Kawasaki Heavy Industries for the production of trains, with India planning to procure 10 trains while adhering to local manufacturing policies [5][6]. - Despite progress, there are ongoing disagreements between Indian and Japanese engineers regarding the signaling systems, which may lead to increased costs for the project [6]. Semiconductor Manufacturing - During the visit, Indian Prime Minister Modi toured Tokyo Electron's factory, which plans to establish a chip engineering team in India by 2026 to support India's semiconductor manufacturing initiatives [6]. U.S. Tariff Pressures - Both Japan and India are facing challenges due to U.S. tariffs, with Japan's economic minister canceling a trip to the U.S. amid tariff negotiations [8]. - The U.S. has imposed a 25% punitive tariff on Indian goods, raising the cumulative tariff rate to 50%, which is expected to reduce India's economic growth by 0.8 percentage points this year and next [10]. Trade Agreements - Japan and the U.S. are negotiating measures to alleviate tariff burdens, including a potential reduction in automobile tariffs and a joint document on $550 billion in U.S. investments [9].