美日关税谈判

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日本已经被逼上绝路!美日关税谈判后:日本或将疯狂撕咬中国
Sou Hu Cai Jing· 2025-07-28 08:15
Group 1: Japan's Military and Economic Challenges - Japan is responding to strategic challenges posed by China, as indicated by its recent military deployments and the upcoming 2025 defense white paper [2][9][13] - The defense white paper outlines the threats from China's military actions and emphasizes the need for Japan to establish a "defensive perimeter" against China [13][16] - Japan plans to significantly increase its Self-Defense Forces' capabilities and has been enhancing military deployments in the southwestern region [16][17] Group 2: Economic Relations and Trade Agreements - Japan's economy has deteriorated, and it faces immense pressure from the U.S. regarding its stance on the Taiwan Strait issue [9][20] - A recent trade agreement between Japan and the U.S. has been compared to the historical Plaza Accord, indicating Japan's increasing dependence on the U.S. [20][23] - Japan's trade deficit with China reached $42.4 billion in 2024, while it maintains a trade surplus with the U.S., primarily through automobile exports [29] Group 3: Future Prospects and Regional Cooperation - Japan's manufacturing sector is in decline, losing competitiveness in key industries to China [26] - There are discussions about Japan potentially joining a China-Japan-Korea Free Trade Zone, which could help revitalize its manufacturing sector [30] - However, U.S. interference has historically disrupted Japan's attempts to strengthen ties with China, posing a risk to its future economic opportunities [30]
背水一战!日本首相石破茂能否“挺过”参议院选举,就看关键50席
Di Yi Cai Jing· 2025-07-20 04:59
Group 1 - The ruling coalition needs to secure at least 50 seats in the upcoming Senate election to maintain a majority, which requires exceeding 124 seats out of 248 total [1][6] - The election will involve competition for 125 seats, including 124 regular seats and 1 supplementary seat due to a vacancy in Tokyo, with over 520 candidates expected to participate [1][3] - The results of this election are seen as a test of Prime Minister Kishida's governance, especially after the ruling coalition lost its majority in the previous House of Representatives election [1][6] Group 2 - Foreign labor management has emerged as a key issue in the election, with the number of foreign residents in Japan reaching approximately 3.769 million, a 10.5% increase year-on-year [3][4] - The tourism sector has become a significant contributor to Japan's economic growth, with a target to surpass the record of 31.88 million foreign visitors set in 2019 by 2025 [3][4] - The ruling coalition has announced the establishment of a new interdepartmental agency to address issues related to illegal residency and crime among foreign nationals [4] Group 3 - Rising inflation in Japan has led to discussions about lowering the consumption tax to alleviate public financial pressure, with the core consumer price index (CPI) rising by 3.7% year-on-year as of May [5][6] - The price of rice, a staple food, has seen fluctuations, with average prices still above last year's levels despite a recent decline [5] - The ongoing tariff negotiations with the U.S. under the Trump administration are a contentious topic, with potential implications for the ruling coalition's governance and public perception [5][6] Group 4 - Analysts predict a high likelihood that the ruling coalition will fail to secure the necessary 50 seats, which could lead to increased internal dissent within the Liberal Democratic Party (LDP) [6][7] - If the coalition loses, it may not necessarily lead to Kishida's resignation due to a lack of strong alternatives within the party [7] - Market reactions to the election uncertainty have led traders to short the yen, with a significant increase in bullish options for USD/JPY observed [7]
日本首相罕见对美措辞强硬,美国务卿回应
Guan Cha Zhe Wang· 2025-07-12 13:23
Group 1 - Japanese Prime Minister Shigeru Ishiba's strong remarks about not being underestimated in trade negotiations with the US have sparked controversy domestically [1][5][7] - Ishiba emphasized the importance of Japan reducing its dependence on the US, stating that it is a matter of national interest [5][7] - The US Secretary of State Marco Rubio responded positively to Ishiba's comments, asserting that the US-Japan alliance remains strong and that Japan's development of its defense capabilities is supported [2][4] Group 2 - The recent imposition of a 25% tariff by the Trump administration on Japan and South Korea is seen as a pressure tactic, indicating potential negotiation space while warning against retaliation [4][8] - There are concerns within Japan's ruling coalition regarding the potential negative impact of Ishiba's comments on ongoing tariff negotiations [1][7] - A recent poll indicates that the opposition parties are gaining popularity, with nearly half of respondents hoping the ruling coalition does not achieve a majority in the upcoming elections [9]
石破茂代表日本摊牌,要和美国斗上一场,他无法忍受被特朗普看扁
Sou Hu Cai Jing· 2025-07-10 05:00
Group 1 - The core viewpoint is that Japanese Prime Minister Shigeru Ishiba is taking a strong stance against the U.S. in tariff negotiations, emphasizing that this is a battle for national interests and cannot be tolerated as being looked down upon by Trump [1][4]. - The Japanese government has been intentionally showing strength against the U.S. on tariff issues since last month, indicating a growing resentment towards Trump's aggressive trade policies [2][3]. - Ishiba's hardline rhetoric is influenced by the upcoming Senate elections in Japan, where maintaining a strong position in negotiations is crucial for the ruling coalition to secure a majority [2][3]. Group 2 - The negotiations between Japan and the U.S. have made no progress, primarily due to Trump's demands being beyond Japan's capacity to accept, forcing Ishiba to adopt a tough posture to maintain bargaining power [2][5]. - Ishiba's government aims for a comprehensive tariff negotiation, but Trump is focused solely on Japan's automotive exports and rice market, which complicates the discussions [5][9]. - Japan's core interests are at stake, particularly in the agricultural sector, which is vital for the ruling Liberal Democratic Party, making it resistant to U.S. pressure [7][9]. Group 3 - Ishiba's previous visits to the U.S. have yielded no substantial results, highlighting the rigid stance of the Japanese side despite multiple attempts to negotiate [9][10]. - The rapid developments in the U.S.-China trade war have overshadowed Japan's negotiations, with Trump prioritizing a deal with China over discussions with Japan [10][12]. - Ishiba's initial optimism about the U.S. being lenient towards Japan has been shattered, as recent tariff increases have shown that Japan is not being treated as a significant partner in negotiations [12].
日媒:特朗普威胁进一步提高对日本关税出乎日方意料,日本政府紧急商讨对策
Huan Qiu Wang· 2025-07-02 07:27
Group 1 - President Trump expressed skepticism about reaching a tariff agreement with Japan, threatening to increase tariffs on Japanese goods to 30% or 35% if demands are not met [1][3][4] - Trump criticized Japan for not accepting U.S. rice imports and highlighted the trade imbalance, noting that Japan exports millions of cars to the U.S. while the U.S. has not exported any cars to Japan in the past decade [3][4] - The Japanese government is reportedly in urgent discussions to address Trump's unexpected comments, with officials expressing concern over the potential impact on the ruling party ahead of the upcoming Senate elections [4] Group 2 - Japanese officials have varied responses to Trump's threats, with some expressing strong concern while others suggest that such numbers have never been part of actual negotiations and do not warrant immediate reactions [4]
石破茂与特朗普通电话,拟定6月中旬进行会谈
证券时报· 2025-05-23 08:22
Core Viewpoint - The conversation between Japanese Prime Minister Shigeru Ishiba and U.S. President Donald Trump focused on U.S. tariff measures and the importance of separating security issues from trade negotiations [1][2]. Group 1: U.S.-Japan Relations - Ishiba emphasized that security issues should not be linked to tariff negotiations, asserting that Japan's national interests must not be compromised [2][3]. - During a recent meeting, Ishiba reiterated Japan's unwillingness to accept increased financial burdens for U.S. military presence in Japan, stating that these issues are distinct from tariff discussions [3]. Group 2: Upcoming Meetings - Both leaders agreed to coordinate their schedules for a face-to-face meeting during the G7 summit in Canada in mid-June [1].
美下通牒,逼日本付出更高代价,特朗普话音刚落,石破茂断然拒绝
Sou Hu Cai Jing· 2025-04-28 17:33
Core Viewpoint - Japanese Prime Minister Shigeru Ishiba firmly rejected U.S. President Trump's demands regarding tariff negotiations, indicating a lack of agreement in ongoing discussions with U.S. officials [1][3]. Group 1: Tariff Negotiations - Ishiba emphasized that the Japanese government will respond collectively and prioritize the negotiations, reflecting the ongoing challenges in reaching an agreement with the U.S. [1] - Prior to the negotiations, Ishiba made it clear that Japan would not make concessions to the U.S., influenced by the responses from China, the EU, and Canada against U.S. tariffs [3]. - Japan's GDP is nearing $4 trillion, and the country is increasingly reliant on exports due to domestic economic challenges, making it difficult to meet U.S. demands for increased imports [3]. Group 2: Defense Spending - Trump is pressuring Japan to increase its defense spending, which has already been rising as Japan seeks to enhance its Self-Defense Forces [5]. - Japan's ability to raise defense spending is constrained by its economic situation, making it challenging to meet Trump's demands without jeopardizing its fiscal health [5]. - The U.S. aims to shift some of the financial burden of stationed troops in Japan onto the Japanese government, which could exacerbate Japan's economic difficulties [5][7]. Group 3: International Relations - Ishiba's rejection of Trump's demands reflects a growing sentiment among nations to resist U.S. pressure, as seen with responses from China, the EU, and Canada [7]. - The U.S. strategy appears to be pushing Japan into a more confrontational stance against China, which could further complicate Japan's economic and diplomatic landscape [7][8]. - The potential for increased pressure from the U.S. on Japan raises questions about Ishiba's preparedness for future negotiations [8].