高市早苗以女性的身份创下多项政坛纪录。安倍第二次担任首相后，高市被任命为自民党政调会长，这是自民党内号称"三驾马车"之一的要职，高市也成为 首位担任此职的女性。2014年，她担任总务大臣，不仅是首位女性总务大臣，也成为迄今为止在任时间最长的总务大臣。 安倍遇刺身亡后，高市早苗也被日本舆论视为"安倍路线"的头号继承者，也被称为"安倍女孩"。她以鲜明的右翼保守立场著称，在意识形态上主张日本传统 价值观与民族自豪感，强调修宪、强化安保、维护天皇制权威等。 中国国际问题研究院副研究员唐奇芳表示，高市上任，自民党新内阁的政策可能不会发生重大变化。高市早苗一直以政策鲜明著称，自民党选择她为总裁就 是力图以其极右翼形象挽回保守选民支持。因此，其执政后，只会在政策细节和落实部署上更加务实，但纲领不会有重大调整。可以预见，她的政策应该仍 然遵循积极财政经济、鹰派安保外交、保守社会价值、科技联西抑中的大方向。 "早苗经济学" 自1885年日本内阁制度创立以来，该国首位女性首相诞生。10月21日下午，日本国会举行首相指名选举。64岁的自民党新总裁高市早苗在众议院获得过半票 数，提前宣告成为日本第104任首相。这位在政治倾向上有着浓 ...

记者丨胡慧茵 视频丨柳润瑛 日本首位女首相诞生。 当地时间10月21日，日本自民党总裁高市早苗在临时国会众议院和参议院首相指名选举中均胜 出，当选日本第104任首相。 编辑丨李莹亮 虽然在大选前夕，高市早苗已基本锁定胜局，但她的拜相之路颇为曲折。10月4日当选自民党 总裁后，高市早苗相继遭遇执政联盟破裂、被在野党联合狙击等困局。直至本月20日，自民党 与日本维新会签署了两党联合执政的协议文件，高市早苗获得维新会支持，才得以在首相指名 选举中险中取胜。 由于高市早苗向来主张实施扩张性的财政政策，日本首相指名选举的消息还触发了日元弱、日 股强的"高市交易"。 21日，日股继续狂飙，日经225指数盘中一度接近5万点，连续两日收盘 创历史新高。与此同时，日元兑美元继续呈现出缓慢下跌的态势。 在首相选举"涉险过关"后，接下来，高市早苗将不得不面临一系列严峻考验，包括如何应对自 民党内根基脆弱、国会席位不足、日本经济复苏仍缺乏动力等问题以及美国关税挑战等。自民 党总裁竞选期间，高市喊出"日本回来了"的口号。外界都在关注，她想带回一个怎样的日本， 还将带领日本走向何方。 图源：新华社 上海市日本学会会长、上海对外经贸大学日 ...

Core Points - Japan has elected its first female Prime Minister, Sanae Takaichi, who won the election on October 21, becoming the 104th Prime Minister of Japan [1][2] - Takaichi's election was marked by challenges, including a fractured ruling coalition and opposition from rival parties, but she secured support from the Japan Innovation Party [1][2] - The election results have led to a significant market reaction, with the Nikkei 225 index reaching historical highs, while the yen continues to depreciate against the dollar [1][6] Political Landscape - Takaichi's political stance is characterized by a strong conservative approach, closely aligned with former Prime Minister Shinzo Abe's policies, particularly in economic and security matters [2][7] - The coalition between the Liberal Democratic Party (LDP) and the Japan Innovation Party is seen as a strategic move to maintain political power and facilitate policy implementation in a context of reduced parliamentary majority [3][4] - The partnership is not without its challenges, as there are unresolved issues regarding political funding reforms, which could lead to tensions between the coalition partners [4][5] Economic Policies - Takaichi aims to continue and enhance "Abenomics," focusing on aggressive monetary easing and fiscal expansion, which she refers to as "Sanae Economics" [7][8] - The market has reacted positively to her proposed policies, anticipating increased government spending in key sectors like semiconductors, AI, and defense, which could stimulate economic growth [7][8] - However, there are concerns about the long-term sustainability of these policies, particularly regarding Japan's rising national debt and potential inflationary pressures [8][9] Market Reactions - The stock market has shown optimism, with the Nikkei 225 index hitting record highs, driven by expectations of Takaichi's expansionary fiscal policies [6][7] - The yen has depreciated against the dollar, reflecting market sentiment regarding the anticipated economic policies and their implications for inflation and currency stability [6][9] - Analysts caution that the current market enthusiasm may be short-lived if Takaichi faces significant obstacles in implementing her agenda due to her minority government status [9]

本文字 数：2034，阅读时长大约4分钟 作者 | 第一财经 潘寅茹 封图 | 新华社 在成功说服了日本第二大在野党后，日本自民党总裁高市早苗圆了首相梦。 据央视新闻，10月21日，在日本众议院首相指名选举第一轮投票中，自民党总裁高市早苗获得过半票 数，当选日本第104任首相。高市早苗的当选，也让她成为日本历史上第一位女首相。她现年64岁，是 日本右翼政客代表人物之一，主张实施扩张性财政政策，并提高防卫开支。 21日上午石破内阁集体辞职。统计显示，石破担任首相的天数为386天，成为战后在任时间第24长的首 相，超过菅义伟，仅次于森喜朗。 值得注意的是，在自民党与维新会确认合作后，"高市交易"重获动能。21日午盘，日经225指数突破 49900.00关口，逼近50000点大关，日内涨1.46%。日元汇率下跌。 有惊无险过半数 在21日的首相指名选举前，高市所在的自民党成功联手维新会，成为她此次顺利接任首相的最重要因 素。在21日众议院的投票中，自民党（196票）结合维新党（35票），再加上多位无党派议员票，超过 众议院席位的半数（233票）。尽管依据日本法律，参议院和众议院原则上享有同等的权力，但众议院 在立法 ...

Core Viewpoint - The political landscape in Japan is shifting with the rise of Sanae Takaichi, who has the potential to become Japan's first female Prime Minister, drawing comparisons to former UK Prime Minister Margaret Thatcher [2][4][10]. Group 1: Political Developments - Takaichi was recently elected as the new president of the Liberal Democratic Party (LDP) and is seen as a strong candidate for Prime Minister [2][4]. - The LDP has formed an alliance with the Japan Innovation Party, which will support Takaichi in the upcoming elections [1][4]. Group 2: Personal Background and Comparisons - Takaichi's upbringing mirrors that of Thatcher, both coming from non-political backgrounds and rising through the ranks due to their intelligence and resilience [4][5]. - Both women faced significant challenges in male-dominated political environments, with Takaichi emphasizing hard work and dedication to her role [6][10]. Group 3: Economic Policies - Takaichi's economic approach, termed "Sanae Economics," focuses on responsible fiscal policies, including lowering gasoline taxes and supporting struggling businesses, which contrasts with Thatcher's more laissez-faire approach [12][13]. - Her policies align closely with the previous Abenomics framework, suggesting continuity in Japan's economic strategy [12][14]. Group 4: Challenges Ahead - Japan faces unique challenges compared to the UK during Thatcher's time, including a stagnant economy and demographic issues such as an aging population [7][9]. - Takaichi's hardline stance on foreign relations, particularly regarding China, may complicate her ability to navigate Japan's geopolitical landscape [8][9].

Core Viewpoint - The recent appointment of Sanna Marin as Japan's first female Prime Minister has led to a reevaluation of the yen's exchange rate, with market participants reacting positively to potential expansionary policies despite official statements against returning to "Abenomics" [1][2] Group 1: Market Reaction - The USD/JPY exchange rate rose to approximately 151.25, with a 0.38% increase from the previous close of 150.74 [1] - The exchange rate peaked at 151.60, reflecting a 0.58% increase due to overseas buying and the confirmation of Sanna Marin as Prime Minister [1] - The rise in the exchange rate slowed after hitting a resistance level at the 200-hour moving average of 151.54 [1] Group 2: Economic Policy Outlook - Market expectations suggest that the new government may implement expansionary fiscal measures, although officials have stated they will not revert to "Abenomics" [1] - The potential new Finance Minister, Katsuyuki Kitayama, indicated that the "real value" of USD/JPY should be between 120 and 130, suggesting a focus on yen depreciation concerns [1] Group 3: Technical Analysis - The intraday low for USD/JPY was recorded at 150.47, with key support levels identified at 149.39 (Ichimoku base line) and short-term support at 151.00, 150.90, and 150.75 [2] - Investors are closely monitoring the new government's policy direction and its impact on the yen's performance [2]

2025.10. 21 本文字数：2034，阅读时长大约4分钟 作者 | 第一财经 潘寅茹 封图 | 新华社 值得注意的是，在自民党与维新会确认合作后，"高市交易"重获动能。21日午盘，日经225指数突 破49900.00关口，逼近50000点大关，日内涨1.46%。日元汇率下跌。 有惊无险过半数 在21日的首相指名选举前，高市所在的自民党成功联手维新会，成为她此次顺利接任首相的最重要 因素。在21日众议院的投票中，自民党（196票）结合维新党（35票），再加上多位无党派议员 票，超过众议院席位的半数（233票）。尽管依据日本法律，参议院和众议院原则上享有同等的权 力，但众议院在立法、首相任免等方面具有优先决定权。当众参两院的首相提名结果出现分歧时，将 召开两院协议会。若协议会仍无法达成一致，根据日本宪法的规定，将优先采用众议院的提名结果。 据新华社报道，20日，自民党与维新会举行党首会谈并签署协议文件，正式就联合执政达成一致。 维新会方面确认将在21日召集的临时国会首相指名选举中支持自民党候选人高市早苗。协议文件 除"迅速实施经济对策、进行结构改革"等内容外，还要求双方在21日召集的临时国会中共同推动削 减 ...

Group 1 - The election of Kishi Sanae as Japan's first female Prime Minister marks a historic achievement amid low female political representation in the country [1][2] - The Nikkei 225 index closed at a record high of 49,316.06 points, reflecting positive market sentiment following her election [1][4] - The Japanese yen continues to depreciate, trading around 151 against the US dollar, which may exacerbate inflation concerns [1][6] Group 2 - Kishi Sanae's government faces challenges, including rising inflation, security tensions, and political instability, necessitating the formation of a cabinet and securing parliamentary support [1][2] - The coalition with the Japan Restoration Party lacks two seats for a majority in the lower house, complicating the passage of budgets and legislation [2] - Kishi's economic policies align with "Abenomics," focusing on government spending to stimulate growth, which could positively impact sectors like technology, energy, and defense [3][4] Group 3 - The "Sanae trade" phenomenon has emerged, characterized by market volatility driven by expectations of renewed "Abenomics" policies, leading to a surge in Japanese stocks and a decline in the yen [3][4] - The Nikkei 225 index has risen approximately 25% year-to-date, indicating strong market performance amid expectations of fiscal stimulus [4] - Kishi's administration may face political risks in implementing tax policies, such as considering a temporary reduction in food sales tax to gain coalition support [9]

小林表示："连自己的主张都暂且搁置一边的做法，我们这些企业界人士实在无法理解……看来他们只 是想'先上台再说'吧。" 在成功说服了日本第二大在野党后，日本自民党总裁高市早苗圆了首相梦。 值得注意的是，在自民党与维新会确认合作后，"高市交易"重获动能。21日午盘，日经225指数突破 49900.00关口，逼近50000点大关，日内涨1.46%。日元汇率下跌。 有惊无险过半数 在21日的首相指名选举前，高市所在的自民党成功联手维新会，成为她此次顺利接任首相的最重要因 素。在21日众议院的投票中，自民党（196票）结合维新党（35票），再加上多位无党派议员票，超过 众议院席位的半数（233票）。尽管依据日本法律，参议院和众议院原则上享有同等的权力，但众议院 在立法、首相任免等方面具有优先决定权。当众参两院的首相提名结果出现分歧时，将召开两院协议 会。若协议会仍无法达成一致，根据日本宪法的规定，将优先采用众议院的提名结果。 据新华社报道，20日，自民党与维新会举行党首会谈并签署协议文件，正式就联合执政达成一致。维新 会方面确认将在21日召集的临时国会首相指名选举中支持自民党候选人高市早苗。协议文件除"迅速实 施经济对 ...

Core Points - The article discusses the election of Sanna Takichi as Japan's first female Prime Minister, highlighting her background and political journey [1][2][3] - It outlines the challenges she will face in her new role, including political alliances and public trust issues [14][18][19] Background - Sanna Takichi, born in 1961 in Nara Prefecture, comes from a non-political family background, contrasting with many of her contemporaries [1] - She was known as a "rebellious girl" in her youth and later pursued a political career after studying at the Matsushita Institute of Government and Management [3][5] - Takichi entered politics in 1993 and has held various significant positions within the government, closely aligning with the policies of former Prime Minister Shinzo Abe [5][6] Political Career - Takichi has served in multiple cabinet roles, including Minister of Internal Affairs and Communications and Minister for Economic Security, and is recognized as a staunch supporter of Abe's conservative policies [5][6][11] - She has participated in three previous elections for the presidency of the Liberal Democratic Party (LDP) before finally winning in October 2023 [11] Challenges Ahead - Takichi's government will face a "minority governance" situation, complicating policy implementation due to the lack of a majority in both houses of parliament [19] - She must also address internal party issues related to corruption scandals and regain public trust amid rising dissatisfaction with the government's handling of economic and social issues [19] - Her conservative stance on national security and foreign policy may exacerbate tensions with neighboring countries [19] Public Sentiment - There is growing concern among the Japanese public regarding the frequency of leadership changes, with five prime ministers in the last five years, which may affect national stability [20][21]