最近一段时期，大米再次成为日本社会的热词，个中原因主要在于米价不断攀升，而日本政府却迟迟没 能找到短期见效的应对举措。有媒体以"从去年夏天开始的日本大米风波仍在持续"为题吐槽，在近一年 的时间里，日本民众从大米"一粒难求"的"米荒1.0阶段"，迈入了如今"有大米但吃不起"的"米贵2.0阶 段"。 去年夏天大米短缺问题刚刚暴发时，日本农林水产省曾以"储备粮投入市场周期长，新米即将上市"为 由，拒绝开仓放粮。自新米上市以来，大米供应短缺问题虽然暂时得以缓解，但价格居高不下。即便自 今年3月起，日本政府开始分批次放出储备粮，大米价格依旧高企。数据显示，今年5月12日至18日的一 周时间里，日本超市5公斤装大米平均售价达到4285日元，约合214元人民币，是去年同期的两倍。 关于大米风波的原因，日本农林水产省曾给出过两种解释： 第一种是"游客吃光说"，认为日元贬值导致访日游客大幅增加，有限的大米都被游客们吃光了。不过对 于这种解释，日本各界并不买账，只是喧闹一阵就偃旗息鼓了。 第二种是"中间商囤积说"，称投机者通过点对点向农户直接收购大米，导致20多万吨大米从市场上"消 失"，其目的是哄抬米价，赚取高额利润。但日本媒 ...

Energy - The European Commission proposed the eighteenth round of sanctions against Russia, suggesting to lower the price cap on Russian oil from $60 per barrel to $45 per barrel [7] - Kazakhstan's Energy Ministry reported that oil exports to Germany via the Druzhba pipeline increased by 48% year-on-year from January to May, reaching 767,000 tons [7] - The EIA projected a decline in U.S. crude oil production next year, previously expected to reach a record high [7] - OPEC Secretary-General stated that global energy demand is expected to grow by 24% by 2050, exceeding 120 million barrels per day [7] Precious Metals and Mining - Zimbabwe's Minister of Mines announced that the country will ban the export of lithium concentrates starting in 2027, which is part of an initiative to encourage foreign mining companies to develop refining operations in Zimbabwe [3] Agriculture - The Euronext September wheat futures fell below €200 per ton due to ample global supply [4] - The Rostov region in Russia, affected by drought, declared a state of emergency [4] Trade Situation - A U.S. appeals court ruled that Trump's tariffs may continue to be in effect during the appeal process [5] - Reports indicate that the U.S. and Mexico are nearing an agreement on steel tariffs [8] - The World Bank warned that a further 10% increase in average U.S. tariffs could lead to a stagnation in global trade by the second half of 2025 [8] - The U.S. Department of Commerce's trade representative mentioned that a framework agreement has been reached between the U.S. and China [8]

Market Overview - The A-share market experienced a significant decline in the afternoon, with the Shanghai Composite Index down by 0.44%, the Shenzhen Component down by 0.86%, and the ChiNext Index down by 1.17% [1] - Over 4,000 stocks in the market fell, with a total trading volume of 1.42 trillion yuan, an increase of 129 billion yuan compared to the previous trading day [1] Market Dynamics - A sudden wave of selling occurred between 13:10 and 13:30, leading to a nearly uniform sell-off across various sectors, causing major indices to drop by approximately 1% [2] - During this period of panic, the number of declining stocks approached 4,800 [4] Sector Performance - Despite the overall market decline, certain sectors such as port shipping, grain (including genetically modified crops, corn, and seed industry), and rare earths showed strong performance [4] - The market's reaction may be linked to the ongoing U.S.-China trade negotiations, with reports indicating that discussions were taking place in London [6][8] Investment Sentiment - The market's fluctuations suggest that some investors may be taking profits ahead of the negotiations, particularly from sectors that had seen significant gains recently [8] - The future market direction will largely depend on the progress of the U.S.-China negotiations, with a focus on official reports for accurate information [8] Analyst Insights - Recent reports from Zhongtai International Securities indicate that the U.S.-China talks may reduce uncertainty in the short term, but significant differences remain on issues such as tariffs and technology export controls [10] - The report also highlights that the Hong Kong market is experiencing a rotation of funds among focus sectors, with no significant new capital inflow [10] - Analysts suggest that low-valuation, high-growth potential sectors may perform well in the near term, while defensive dividend sectors still hold value [10] Stock Market Trends - The upcoming unlocking of shares for "new consumption" stocks in Hong Kong may lead to increased volatility in stock prices, suggesting that investors should consider taking profits [11] - This perspective may also be relevant for related sectors in the A-share market [11]

随着日本米价不断上涨，越来越多赴韩国观光的日本人带米回国。韩国《中央日报》22日报道，许多日本游客在社交媒体上晒出在韩国旅游时"顺便买米"的 经历。一名日本游客发帖说："在韩国的任务包括买米。" 2024年夏季以来，日本大米价格持续上涨。去年8月，气象部门发布日本东部太平洋南海海槽发生大地震可能性增高的警示，引发民众囤积大米，日本一度 出现"米荒"。随着新米上市，"米荒"有所缓解，但米价依然居高不下。 日本农林水产省26日发布的数据显示，5月12日至18日这一周，日本超市5公斤装大米平均售价为4285日元（约合214元人民币），再创新高，是去年同期的 两倍。 日本媒体4月报道，由于米价高涨，日本部分地区的中小学生午餐供应受到影响，一些学校计划减少每周供应米饭的次数，代以其他主食。 5月21日，顾客在日本东京的一家超市购买大米。新华社记者胡晓格摄 5月21日，顾客在日本东京的一家超市选购大米。新华社记者胡晓格摄 在大米价格连创新高的背景下，日本多地近期频现"大米盗贼"，给农户造成经济损失。有的农户不得不在米袋中放入定位设备防盗。 新华财经北京5月28日电日本米价持续飙升，日本政府26日发布向市场投放30万吨储备 ...

Core Viewpoint - The Japanese Ministry of Agriculture, Forestry and Fisheries announced a rice supply plan for direct retailers, with over half of the planned 300,000 tons already subscribed, leading to a temporary suspension of purchase applications [1] Group 1 - The government plans to release 300,000 tons of rice to direct retailers [1] - More than half of the planned rice supply has already been subscribed within a day of the announcement [1] - The government is expected to resume accepting purchase applications as early as May 30 [1]

Group 1 - Approximately 70 companies have applied to purchase government-released reserve rice through "discretionary contracts," totaling over 200,000 tons [1] - The planned release of 2022 crop rice has been fully subscribed, leading the Ministry of Agriculture, Forestry and Fisheries to stop accepting further applications [1] - Remaining 2021 crop rice will be sold to small and medium-sized supermarkets and rice shops [1]

日本总务省5月23日公布4月消费者物价指数。其中，大米类价格较去年同期上涨98.4%，连续7个月刷 新历史最大涨幅。这也是自1971年有可比数据以来的最大涨幅。日本新任农林水产大臣小泉进次郎5月 21日上任当天表示，只要有需求，政府将无限量投放储备米。小泉今天又表示，政府预计最早在6月上 旬投放，在超市等零售端上架每5公斤2000日元至3000日元区间的储备米。（CCTV国际时讯） ...

2025.05. 18 本文字数：2720，阅读时长大约5分钟 作者 | 第一 财经 周艾琳 美元指数此前一度经历了10%的大跌，"去美元化"浪潮蠢蠢欲动，亚洲货币（如日元、新台币等） 对美元大涨5%~10%，而人民币升值不及2%。如今，人民币似乎开始显露升值启动的迹象。 在5月12日中美经贸会谈取得超预期进展后，13日，中国央行自4月初以来首次将人民币中间价设在 7.2以下，报7.1991。而后几日，中间价都维持在7.2以下，16日报7.1938，当日美元对离岸人民 币一度下破7.2，上周收盘报7.2098。 近期，多家投行更新了对亚洲货币的预测，其中 高盛对人民币的预测最为积极。该机构称，若贸易 协议最终达成，美元/人民币将有望回落至7 ，而出口商继续卖出美元的话，最看好的新兴亚洲货币 为韩元、新台币、马来西亚林吉特和新加坡元。不过，仍有不少机构对后续美国和欧洲、亚洲各国的 贸易协议持谨慎态度。 多家接受第一财经采访的出口商和银行人士表示，中国境内出口商结汇的迹象不明显，和分红购汇的 力量基本抵消。短期美元很难持续走弱，但美元持仓过高的亚洲企业、机构会逐渐考虑在中期分散自 己的货币敞口。 | | 人民币外 ...

巴克莱称，如果美元对人民币汇率继续下跌至7.10~7.15以下，最多可能有1000亿美元被转换成人民币 美元指数此前一度经历了10%的大跌，"去美元化"浪潮蠢蠢欲动，亚洲货币（如日元、新台币等）对美元大涨5%~10%，而人 民币升值不及2%。如今，人民币似乎开始显露升值启动的迹象。 在5月12日中美经贸会谈取得超预期进展后，13日，中国央行自4月初以来首次将人民币中间价设在7.2以下，报7.1991。而后 几日，中间价都维持在7.2以下，16日报7.1938，当日美元对离岸人民币一度下破7.2，上周收盘报7.2098。 近期，多家投行更新了对亚洲货币的预测，其中高盛对人民币的预测最为积极。该机构称，若贸易协议最终达成，美元/人民 币将有望回落至7，而出口商继续卖出美元的话，最看好的新兴亚洲货币为韩元、新台币、马来西亚林吉特和新加坡元。不 过，仍有不少机构对后续美国和欧洲、亚洲各国的贸易协议持谨慎态度。 多家接受第一财经采访的出口商和银行人士表示，中国境内出口商结汇的迹象不明显，和分红购汇的力量基本抵消。短期美 元很难持续走弱，但美元持仓过高的亚洲企业、机构会逐渐考虑在中期分散自己的货币敞口。 | | 人民币外 ...

因大米价格飙升，日本政府决定向市场投放政府储备米以平抑米价。5月16日，日本农林水产省发布消 息称，将设定优先配额以迅速送至零售商处。5至7月将持续每月投放10万吨，其中6万吨为优先配额。 农水省表示，此举旨在增加店面销量，让消费者切实感受到价格回落。此外，农水省还决定放宽参与竞 标的条件，大米回购期限从原则上1年以内延长至5年以内，以鼓励更多单位参与，拓宽流通渠道。(智 通财经) ...