格隆汇12月29日丨华生科技(605180.SH)在互动平台表示，目前国内电容薄膜整体进口规模已处于较低 水平。公司电容薄膜项目暂未受中日关系紧张影响的原因是：目前公司的电容薄膜产品营业收入占公司 的总营业收入比例较小；项目投产至产能完全释放需要一定时间，且未来经营管理过程中可能面临宏观 经济及行业政策变化等不确定因素。 ...

Core Viewpoint - The U.S. Secretary of State Rubio emphasizes the importance of maintaining a strong partnership with Japan while also seeking constructive ways to cooperate with the Chinese government, highlighting a balanced approach in U.S. foreign policy [2][4]. Group 1: U.S.-China Relations - Rubio acknowledges the existing tensions in U.S.-China relations and stresses the need for the U.S. to maintain balance in the Indo-Pacific region, recognizing China's status as a wealthy and powerful nation that plays a key role in geopolitical dynamics [5]. - He advocates for identifying areas of cooperation with China, suggesting that collaboration on global issues could lead to solutions, while ensuring that U.S. commitments to allies like Japan and South Korea remain intact [5]. Group 2: U.S.-Japan Relations - The statement comes in the context of Japan's Prime Minister's remarks regarding Taiwan, indicating the interconnectedness of U.S. relations with both Japan and China [4]. - Rubio's comments reflect a nuanced stance, aiming to reassure allies while also opening channels for dialogue with China, which contrasts with his historically hardline views [4]. Group 3: Current Diplomatic Climate - The current U.S.-China relationship is described as being in a phase of easing tensions, with recent agreements on tariff reductions and postponed export controls following a meeting between the leaders of both countries [5]. - Future visits are planned, with Trump expected to visit China in April 2026, followed by a visit from Chinese leaders to the U.S., indicating a potential thaw in relations [5].

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Group 1 - The AFC Champions League Elite Group Stage match took place in Chengdu, Sichuan Province, China, featuring the Japanese J-League team Sanfrecce Hiroshima against a local team [2][4] - Due to heightened tensions in Sino-Japanese relations, local authorities deployed significant police presence for security measures around the venue and the hotel where the Hiroshima team was staying [4][6] - The Chengdu team urged spectators to maintain a respectful atmosphere during the match, prohibiting any political slogans or discriminatory behavior [5][6] Group 2 - Approximately 80 fans from the Hiroshima team attended the away match, and for safety reasons, all personnel, including players, were required to use three dedicated buses for transportation to and from the venue [6]

高市早苗的涉台言论引发了一系列的中国反制措施，同时也导致了多国发布赴日旅游警告，进一步加剧了抛售日本潮。在这种局面下，日本终于意识到事态 的严重性，执政党召开会议进行反思。一些人提出，日本的错误在先，应该进行纠正。然而，从高市的行为来看，她似乎并未意识到问题的严重性，问题为 何会发展到如此地步？ 高市早苗显然希望通过台湾问题表现出对华强硬，以此来提升她的政治支持率。她可能会提前举行大选，让自民党重新获得多数席位，仿效安倍晋三十多年 前成功的政治策略。事实上，高市作为一个相对弱势的首相，试图通过对华强硬的姿态提升自己的政治形象。从某种程度上讲，这种咄咄逼人的行为背后， 反映的却是高市内心的极度自卑。然而，现在的中国早已不是过去的中国。高市早苗低估了中国的反应，最终使自己陷入了困境。 实际上，抛售日本潮不仅仅表现为股市的暴跌，还伴随着股债汇三杀。如果只是股市大跌，或许资金还可以流向债市。但是现在，日元汇率也在下跌，日债 收益率持续攀升，这意味着资金不仅在股市、债市流出，甚至正在直接撤离日本。资本对局势的变化极为敏感，它总是会寻找新的温床进行投资，而现在， 日本显然不再是资本的温床，资本已经意识到留在日本的风险，开 ...

这一次，如果日本方面没有表现出足够的纠正诚意，问题恐怕难以得到圆满解决。在中国外交部、文化和旅游部、教育部相继发布赴日旅游警告之后，官媒 和军报也纷纷出面强烈批评高市早苗的危险言论。此时，日方才意识到中国方面已采取了实际行动，于是开始释放一些缓和信号。 首先，自民党代理政策 调查会会长田村宪久通过媒体表示，高市早苗已经开始反思她关于台湾问题的言论，并表示今后不会再发表类似的言论。随后，日本外务省的高级官员也紧 急访华，试图缓解近期中日关系的紧张气氛。然而，这两项举动只能说明日本方面感到心虚，尚未表明他们真正意识到了自己的错误。高市早苗并没有公开 撤回她的言论并道歉，而日本政府高层也没有积极与中国方面进行沟通，甚至在某些方面还故意展示强硬立场，缺乏诚意。 既然日方如此缺乏诚意，中国 方面自然不会轻易放过这一问题。在中国外交部11月17日的例行记者会上，发言人毛宁明确表示，在今年的G20峰会期间，中方并没有与日本领导人会面的 安排。值得注意的是，G20峰会即将召开，而日本外务省的高级官员与中方的会谈定于18日进行。中方在谈判尚未完成的情况下提前表态不安排会面，显然 表明中国暂时还不打算原谅日本的做法，局势可能进一 ...