刚刚过去的7月，日本"高烧不断"。日本气象厅数据显示，尤其是7月30日这天，西部兵库县丹波市最高 气温达到41.2摄氏度，创日本高温新纪录。另有至少三地当天的气温达到或超过40摄氏度，多地达到或 超过39摄氏度。发表在《环境研究快报》上的最新研究显示，极端天气正在推高全球许多基本食品的价 格，并带来更广泛的社会风险。其中，2024年席卷东亚的热浪导致韩国白菜价格同比上涨70%，日本价 格上涨48%等。该研究警示，极端天气条件推高食品价格，从而加剧整体通胀，对全球经济影响产生变 数。(第一财经) ...

智通财经7月25日电，美国农业部预计2026年食品价格同比上涨2.7%。 ...

Core Insights - A global food price surge driven by climate change is confirmed by recent research, linking extreme weather events to significant increases in food prices [1][2][3] - The impact of extreme weather on food prices is expected to become more common as climate change intensifies, posing new challenges for central banks, especially in emerging economies [1][3] Group 1: Extreme Weather Events and Food Prices - Extreme weather events have led to unprecedented price increases in various food items, such as a 50% rise in olive oil prices in Spain due to drought and an 89% increase in onion prices in India following a heatwave [1][2] - In South Korea, record summer heat caused cabbage prices to surge by 70%, while in Japan, rice prices rose by 48% after a heatwave [2] - In the U.S., drought conditions in California and Arizona resulted in an 80% jump in vegetable prices in November 2022 [2] Group 2: Global Trade and Price Transmission - Food price shocks are transmitted globally through trade networks, exemplified by a threefold increase in cocoa prices in the UK following droughts in Ghana and Ivory Coast [3] - Policy decisions can exacerbate the impact of climate-induced food price increases, as seen in 2010 when Russia's wheat export ban led to a spike in global wheat prices [3] - Countries heavily reliant on imports, like the UK, are particularly vulnerable to overseas climate impacts [3] Group 3: Inflation and Economic Implications - Rising food prices contribute to overall inflation rates, with the UK experiencing an unexpected rise in June 2023 to 3.6%, partly attributed to food price increases [1] - The chief researcher noted that extreme temperatures directly influence inflation rates, with food being a major driving factor [1]

Core Insights - A survey by Japan's credit agency (TDB) indicates that a wider variety of food prices in Japan are expected to rise in July, with an increase four times higher than the same period last year [1] - 195 major food manufacturers plan to raise prices on 2,105 products in July, with an average increase of 15%, which is five times higher than the number of price hikes recorded last year [1]

Core Viewpoint - The Governor of the Bank of England, Andrew Bailey, has indicated that the rise in food prices is a significant concern for the central bank [1] Group 1 - The Bank of England is closely monitoring the impact of rising food prices on the economy [1]

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, acknowledges the impact of rising food prices on households [1] Group 1 - The Bank of Japan is aware of the challenges posed by increasing food prices to family budgets [1]

Core Insights - The report from the Japan Imperial Database indicates that 1,932 food items are set to increase in price in June, approximately three times the amount from the same period last year [1] - The rise in prices is attributed to various factors including increased raw material costs, higher production costs due to rising energy prices, labor shortages leading to increased labor costs, and elevated logistics costs [1] - Cumulatively, 16,224 food items have already seen price increases in 2025, with expectations that the total number of items with price hikes will exceed 20,000 for the first time since 2023 [1] Price Increase Trends - The report highlights that boxed rice is among the items with the highest price increases due to the surge in rice prices [1] - The overall trend reflects a significant impact on the food industry, driven by multiple cost pressures [1]

日本央行行长植田和男：鉴于基础通胀水平比几年前更接近2%，我们需要谨慎评估食品价格上涨将对 核心通胀产生的影响。 ...

Core Insights - The Governor of the Bank of Japan, Kazuo Ueda, indicated that there remains uncertainty regarding winter bonuses and the spring wage negotiations for the following year [1] - It is expected that the rise in food prices will gradually stabilize [1] Group 1 - Uncertainty exists in the context of winter bonuses and upcoming wage negotiations [1] - Anticipation of stabilization in food price increases [1]

Group 1 - The core viewpoint is that the overall consumption in Japan has not been significantly affected by the rise in food prices [1] Group 2 - The statement reflects the perspective of the Bank of Japan's Governor Kazuo Ueda regarding consumer behavior amidst inflationary pressures [1]