从板块来看，东京证券交易所33个行业板块多数下跌，证券及商品期货交易业、矿业、银行业等板块跌 幅靠前，航空运输业、零售业、医药品等板块上涨。 （文章来源：新华财经） 受外汇市场日元兑美元汇率走软影响，东京股市两大股指2日高开。盘中虽因"日本众议院选举自民党占 优"的报道一度快速拉升，但涨势未能延续。受上周五纽约股市半导体板块下跌影响，亚洲市场中韩股 价指数一度下挫超5%，亚洲科技股遭遇抛售潮。受此拖累，东京股市的东京电子等半导体相关个股进 一步走低，下午交易时段行情由升转跌。 至收盘时，日经股指下跌667.67点，收于52655.18点；东证股指下跌30.19点，收于3536.13点。 新华财经东京2月2日电 日本东京股市两大股指2日下跌。日经225种股票平均价格指数收盘下跌1.25%， 东京证券交易所股票价格指数下跌0.85%。 ...

Market Overview - The Tokyo stock market indices continued to decline on January 8, with the Nikkei 225 index falling by 1.63% and the Tokyo Stock Exchange Price Index decreasing by 0.77% [1][2] - The Nikkei index closed down by 844.72 points at 51,117.26 points, while the Tokyo Stock Exchange index fell by 27.00 points to 3,484.34 points [2] Sector Performance - Most of the 33 industry sectors on the Tokyo Stock Exchange experienced declines, particularly in non-ferrous metals, electrical products, and information and communication sectors [2] - Conversely, sectors such as pharmaceuticals, electric and gas utilities, and air transportation saw gains [2] Influencing Factors - The decline in the Tokyo stock market was influenced by the overnight drop in the Dow Jones Industrial Average and the Philadelphia Semiconductor Index, which negatively impacted semiconductor-related stocks like SoftBank Group and Tokyo Electron [1] - The announcement by China to strengthen export controls on dual-use items to Japan was a significant factor contributing to market pressure [1] - Additionally, China's decision to initiate anti-dumping investigations on imported dichlorodihydrosilane from Japan led to a nearly 4% drop in the stock price of chemical giant Shin-Etsu Chemical [1]

Core Insights - KOTRA identifies three major trends for Korean companies to focus on in response to rising global trade protectionism and economic security issues [1] Group 1: Global Supply Chain Restructuring - The first trend is the restructuring of global supply chains centered around "friend-shoring," with countries actively moving key industries like semiconductors and batteries to local and friendly nations, presenting strategic opportunities for Korean companies to deeply integrate into international core supply chains [1] Group 2: Technological Competition - The second trend involves a shift from software to "physical AI" technology competition, with global AI investments increasingly focusing on humanoid robots and autonomous driving, which interact with the physical world [1] Group 3: Global Expansion of K-Consumer Goods - The third trend is the global expansion of K-consumer goods driven by the Korean Wave (Hallyu), which has evolved into a globally shared "K-lifestyle," directly boosting exports of cosmetics, food, and pharmaceuticals, with multi-category annual export value surpassing 10 billion USD, becoming a stable pillar of export growth [1] Group 4: Strategic Recommendations - KOTRA emphasizes that companies need to proactively adapt to supply chain restructuring trends and seize opportunities in emerging markets represented by the "Global South," as well as in the AI and consumer goods growth sectors to build diversified competitiveness [1]

Core Viewpoint - The Tokyo stock market experienced slight consolidation on December 23, with the Nikkei 225 index closing up by 0.02% and the Tokyo Stock Exchange index rising by 0.53% [1] Market Performance - The Nikkei index opened lower due to increased profit-taking by investors and fluctuated around the previous day's closing price, ultimately rising slightly [1] - The Nikkei index closed at 50,412.87 points, up by 10.48 points, while the Tokyo Stock Exchange index finished at 3,423.25 points, gaining 18.08 points [1] Sector Performance - Most of the 33 industry sectors on the Tokyo Stock Exchange saw gains, with notable increases in the airline transportation, pharmaceuticals, and other products sectors [1] - Conversely, the transportation machinery, non-ferrous metals, and rubber products sectors experienced declines [1] External Influences - Comments from Japan's Finance Minister regarding foreign exchange market movements were interpreted as an attempt to curb the rapid depreciation of the yen, which negatively impacted stocks related to exports [1]

Core Insights - The Beijing-Tianjin-Hebei region's import and export volume exceeded 4 trillion yuan, reaching 4.3 trillion yuan, marking a historical high for the same period [1] - Exports from the region amounted to 1.32 trillion yuan, representing a year-on-year growth of 5.9%, also a historical high [1] Export Performance - Private enterprises' export value surpassed 600 billion yuan for the first time, totaling 625.9 billion yuan, with a growth rate of 16.1%, exceeding last year's total [1] - The share of private enterprises in the total export value of the region reached 47.4% [1] Key Export Products - Major export products showed strong performance, with automotive parts, textiles, integrated circuits, medicinal materials and pharmaceuticals, and ships growing by 12.6%, 6.9%, 6.5%, 35.6%, and 155.3% respectively [1] Trade with Belt and Road Countries - Exports to Belt and Road Initiative countries increased by 7.8%, accounting for nearly 60% of total exports [1] - Exports to ASEAN, EU, Africa, and South America grew by 4.0%, 4.0%, 32.0%, and 13.7% respectively [1]

Core Points - The Tokyo stock market experienced slight gains on December 9, with the Nikkei 225 index rising by 0.14% and the Tokyo Stock Exchange index increasing by 0.02% [1][2] - The market opened higher but quickly turned to decline due to increased selling pressure from major tech stocks like Advantest and SoftBank Group, leading to fluctuations around the previous day's closing levels [1] - Investor sentiment is cautious as they await upcoming monetary policy announcements from major central banks, resulting in adjustments to their holdings in key stocks [1] Market Performance - The Nikkei index closed up by 73.16 points at 50655.10 points, while the Tokyo Stock Exchange index rose by 0.61 points to 3384.92 points [2] - Among the 33 industry sectors on the Tokyo Stock Exchange, most sectors saw declines, with notable losses in other products, real estate, and pulp and paper sectors [2] - Conversely, sectors such as rubber products, marine transportation, and pharmaceuticals experienced gains [2]

Core Viewpoint - The Tokyo stock market indices rose on November 12, with the Tokyo Stock Exchange Price Index reaching a historical high, influenced by the overnight performance of the New York stock market, particularly the Dow Jones hitting a new record [1]. Market Performance - The Tokyo Stock Exchange Price Index increased by 1.14%, closing at 3359.33 points, marking a new record high [1]. - The Nikkei 225 index rose by 0.43%, closing at 51063.31 points [1]. - Early trading saw a decline in the Nikkei index due to concerns over overheating in AI and semiconductor stocks, leading to significant sell-offs in companies like SoftBank Group and Advantest, with SoftBank's stock dropping by as much as 10% [1]. Sector Performance - Among the 33 industry sectors on the Tokyo Stock Exchange, most saw gains, with notable increases in sectors such as non-ferrous metals, pharmaceuticals, and rubber products [1]. - Conversely, six sectors, including metal products, information and communication, and retail, experienced declines [1].

Core Viewpoint - The Tokyo stock market experienced a significant rise on October 31, with the Nikkei 225 index closing above 52,000 points for the first time, indicating strong investor confidence and market performance [1] Market Performance - The Nikkei 225 index increased by 2.12%, closing at 52,411.34 points, up by 1,085.73 points [1] - The Tokyo Stock Exchange Price Index (TOPIX) rose by 0.94%, closing at 3,331.83 points, up by 31.04 points [1] Sector Performance - Among the 33 industry sectors on the Tokyo Stock Exchange, the electric and gas industry, food sector, and non-ferrous metals showed notable gains [1] - Conversely, sectors such as transportation machinery, metal products, and pharmaceuticals experienced declines [1]

Core Points - The Tokyo stock market experienced declines on October 1, with the Nikkei 225 index falling by 0.85% and the Tokyo Stock Exchange index dropping by 1.37% [1][2] - Investor profit-taking activities were prevalent, leading to a downward trend in both major indices [1] - Expectations of a potential interest rate hike by the Bank of Japan in October contributed to market pressure [1] Market Performance - The Nikkei index closed down by 381.78 points at 44,550.85 points, while the Tokyo Stock Exchange index fell by 42.86 points to 3,094.74 points [2] - Almost all 33 industry sectors on the Tokyo Stock Exchange saw declines, with banking, real estate, and securities trading sectors experiencing the largest drops [2] - Only the pharmaceutical and other products sectors recorded gains during this trading session [2]

Market Overview - The Tokyo stock market experienced declines on October 1, with the Nikkei 225 index falling by 0.85%, marking its fourth consecutive day of losses [1] - The Tokyo Stock Exchange Price Index (TOPIX) dropped by 1.37% [1] Investor Behavior - Investor profit-taking activities continued to exert pressure on the market, leading to a lower opening for both major indices [1] - During the early trading session, both indices showed downward volatility, with major stocks like SoftBank Group and Tokyo Electron contributing to a decline of over 500 points in the Nikkei index [1] Market Sentiment - Analysts noted that the market was under pressure due to rising expectations that the Bank of Japan may raise interest rates in October [1] - Institutional investors often adjust their holdings at the beginning of the fiscal quarter, which also contributed to the market's downward trend [1] Sector Performance - At the close, the Nikkei index was down by 381.78 points, settling at 44,550.85 points, while the TOPIX fell by 42.86 points to 3,094.74 points [2] - Almost all 33 industry sectors on the Tokyo Stock Exchange experienced declines, with the banking, real estate, and securities and commodity futures trading sectors showing the largest drops; only the pharmaceuticals and other products sectors saw gains [2]