新华社东京10月20日电（记者李子越 陈泽安）日本执政党自民党与日本维新会20日举行党首会谈 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。 维新会20日下午召开两院议员总会，正式决定在21日召集的临时国会首相指名选举中支持高市早 苗。日本媒体指出，这一决定意味着高市大概率将在首相指名选举中胜出，成为日本首位女首相。 日本首相指名选举在国会众参两院进行，在第一轮投票中得票过半者即可当选；若无人获得过半票 数，得票数居前两位者将进入第二轮投票，得票多者获胜。 据日本媒体报道，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众议院议席数约10%的方案；同时，双方还将就废除企业和团体政治献金 的问题设立协商机制，并力争在高市早苗担任自民党总裁期间达成共识。 此次维新会将以"阁外合作"的形式参与联合执政，即其成员不进入内阁。据日媒报道，自民党方面 一直希望维新会派出阁僚，但后者决定暂不入阁，而是由其国会对策委员长远藤敬出任首相辅佐官。 ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **A-share market** in China, highlighting recent trends in investor sentiment and market performance amid potential government interventions and economic indicators. Core Insights and Arguments 1. **Investor Sentiment Decline**: A-share investor sentiment has decreased significantly, with the weighted MSASI dropping by **32 percentage points** to **126%** and the simple MSASI to **121%** compared to the previous cutoff date of August 28 [2][6][11]. 2. **Market Correction**: Reports of government measures to cool market sentiment have led to a notable market correction, with the Shanghai Composite Index down **1.3%**, CSI 300 Index down **2.1%**, and ChiNext index down **4.2%** on September 4 [4][11]. 3. **Turnover Trends**: Daily turnover for ChiNext, A-shares, and Northbound fell by **26%** (to **RMB 658 billion**), **25%** (to **RMB 2,366 billion**), and **17%** (to **RMB 166 billion**), respectively, indicating reduced trading activity [2][11]. 4. **Net Inflows**: Southbound trading recorded net inflows of **US$ 2.3 billion** from August 28 to September 3, with year-to-date and month-to-date net inflows reaching **US$ 128.1 billion** and **US$ 3.4 billion**, respectively [3][11]. 5. **Earnings Misses**: The A-share market has seen a moderate miss in earnings, with a slight deterioration compared to Q1 results, indicating potential challenges in corporate fundamentals [11][12]. Additional Important Insights 1. **PMI Indicators**: August PMIs showed a continued growth slowdown, with construction PMI dropping to a record low of **49.1** and manufacturing PMI for consumer goods at **49.2**, reflecting weakening economic conditions [11]. 2. **Government Policy Impact**: The upcoming **15th Five-Year Plan** to be announced in mid-October is expected to be a critical checkpoint for assessing the need for structural reforms to support economic stability [11]. 3. **Monitoring Signposts**: Investors are advised to monitor key indicators such as onshore bond yields, policy catalysts focusing on consumption and social benefits, earnings trajectories, and potential government interventions to stabilize the market [11]. Conclusion - The A-share market is currently facing challenges due to declining investor sentiment, market corrections, and economic indicators suggesting a slowdown. The effectiveness of government interventions and upcoming policy announcements will be crucial in determining the market's trajectory in the near future.

Core Viewpoint - The IMF emphasizes the need for policymakers to focus on addressing trade tensions and implementing macroeconomic policies to tackle potential domestic imbalances in the face of ongoing downside risks and high uncertainty [1] Group 1: Policy Recommendations - Policymakers should restore fiscal space and ensure that debt remains at sustainable levels to maintain economic stability [1] - Monetary policy must be carefully adjusted according to each country's specific circumstances, with clear and consistent communication [1] - The independence of central banks must be protected to ensure effective monetary policy [1] Group 2: Structural Reforms - Structural reforms are crucial for enhancing productivity, supporting job creation, and leveraging new technologies to promote medium-term growth [1] - These reforms are also essential for offsetting demographic changes [1]

日产社长埃斯皮诺萨（右）与历代经营层 以主要市场北美为中心的销售低迷等产生负面影响。今后，除了世界经济形势恶化之外，美 国关税政策的影响也令人担忧。日产从日本和墨西哥向美国出口汽车，美国的进口车加征关 税将产生一定影响…… 日产汽车4月24日宣布，2024财年（截至2025年3月）合并最终损益最高亏损7500亿日元 （上财年盈利4266亿日元）。此前预期为亏损800亿日元。与裁员相关的费用增加。亏损额超 过了1999财年（截至2000年3月）的6843亿日元，创出历史最高。今后，由于美国特朗普政府 关税政策的影响等，日产的重建尚处于途中。 日产原定于5月13日公布2024财年的财报。2024财年全球销量为335万辆，同比减少3%， 比原计划少5万辆。 最终亏损预计为7000亿～7500亿日元，是4年来首次出现亏损。大幅下调的主要原因是重估以 北美和日本等工厂为中心的资产价值，发生超过5000亿日元的资产减值损失。裁员等结构改革费用 也超过600亿日元。原本未定的年度分红定为零（上财年为20日元），时隔4年跌至不分红。 4月就任的新社长兼首席执行官（CEO）伊万·埃斯皮诺萨在24日的发布会上发表评论 称，"对与 ...