日本政府正在考虑推出税收优惠政策 可加速长期停滞的企业重组

 

路透社周二(8月25日)独家报道，据两名知情人士透露，日本政府正在考虑针对企业出售非核心业务所得收益推出税收优惠政策。此举可能加速长期停滞的企业重组，并推动日本各行业进一步整合。

据悉，该计划旨在消除企业剥离非核心业务的一大障碍，引导企业将资本重新投入更具增长潜力的领域。这可能成为日本首相高市早苗(Sanae Takaichi)推动企业治理改革的重要举措之一。

消息人士称，根据该方案，企业出售非核心业务获得的收益原本需要缴纳约30%的企业税，但如果企业在未来数年内将这笔资金重新投资于与主营业务相关的并购项目，并承诺持续投入相关业务，相关税款可能被无限期递延。

其中一名消息人士表示，该提案预计将作为税制改革申请的一部分，于本月底前提交。随后，政府将在年底批准下一财年的最终税改方案之前，进一步讨论具体细节。由于该事项尚未公开，该人士要求匿名。

资本配置低效：日本企业大量资金被困在低回报业务中

该改革方案参考了德国2000年代初的税制改革经验。当时德国大幅免除了企业出售股票资产所得收益的税负，帮助该国逐步瓦解复杂的交叉持股体系，使企业更容易调整业务结构和资产组合。

长期以来，日本大型企业集团内部存在大量非核心业务，这些业务往往难以剥离。其中一个重要原因是出售资产会产生税务成本，降低了企业将资产转移给更擅长创造价值的新所有者的动力。

这种现象最终导致资本配置效率低下。

日本政府近期一项研究显示，日本企业约65%的投入资本仍被锁定在无法覆盖资本成本的业务中，这些低效率业务在很大程度上抵消了高增长业务创造的价值。

大量资金沉淀于低回报领域，被认为正在限制企业扩大投资，并拖累日本企业长期价值提升。

日本改革多年仍遇阻，这次税改或成为突破口

近年来，日本政府已经推出多项措施推动企业业务重组，包括：2017年推出分拆业务税收规则；2023年引入部分分拆制度。

但利用这些政策进行业务剥离的企业数量仍然有限。

日本经济产业省2020年的一份报告指出，日本企业往往缺乏明确的资产出售标准，过去更倾向于维持集团规模、保障就业以及保持企业稳定，而不是主动调整业务组合。

如果此次税制改革最终落地，预计将进一步刺激日本已经火热的并购市场。

根据伦敦证券交易所集团(LSEG)的数据，去年涉及日本企业的并购交易规模较前一年增长一倍以上，达到创纪录的3530亿美元。其中，日本企业业务出售交易金额约为447亿美元。

市场关注焦点：日本政府此次税改背后，释放出一个强烈信号——日本企业可能正在告别“守住规模”的旧时代，转向主动出售低效资产、集中资源发展核心业务的新阶段。

如果政策落地，大量沉睡资产可能被重新定价，日本企业并购潮或迎来新一轮爆发。

美国“野火（Wildfire）”无人机横空出世 斩首将成举手之劳之势

 

美国“野火（Wildfire）”无人机横空出世，声称航程可达11,500英里，并有望携带4枚反舰导弹！

这意味着无论藏在哪里，中共的指挥、通信、后勤和军事部署，包括中南坑老杂毛肉身，除非呆在地下老鼠洞太深，都将逃不过美军的精准打击！

美国通用原子公司（General Atomics）公布了新一代“Wildfire”无人机概念，目标是大幅超越现役MQ-9“死神”无人机的作战能力。

🔥最令人震撼的是航程：据称可达11,500英里！

如果最终按照设想研发，Wildfire可能搭载4枚AGM-158C LRASM远程反舰导弹，从而成为一种超远程无人海上打击平台。

这意味着什么？

美国未来可能拥有一种能够远离本土基地、跨越巨大距离执行任务，并在不搭载飞行员的情况下，投射远程导弹火力的新型无人作战飞机。

它不是简单地把MQ-9“死神”做大。

🇺🇸它可能代表着“后灭共时代”美国远程无人作战航空的新方向。

更远的航程、更大的载荷、更强的远程打击能力——

如果这个武器最终落地，未来美国在全球范围内进行远程海上打击的方式，可能被彻底改变，

斩首将成举手之劳之势💪😎

哈马斯拟翻脸！美撂狠话：任由以色列大开杀戒

  

哈马斯拟翻脸！美撂狠话：任由以色列大开杀戒

 据以色列12频道（Channel 12 / N12）8月23日独家报道，美国情报显示哈马斯内部有人计划逃避全面解除武装承诺。美国特使贾里德·库什纳（Jared Kushner）已在开罗当面警告哈马斯高级官员哈利勒·哈亚（Khalil al-Hayya）。

报道称，美国与调解方此前收到情报，指出哈马斯内部存在规避全面缴械、拒绝真正履行解除武装义务的计划。谈判已进入关键阶段。库什纳因此与哈亚会面，并当着所有调解人的面明确表示：

“真正的考验在于执行。如果你们试图欺骗，进程将立即停止，没人会站在以色列前面。”

库什纳同时强调，以色列对哈马斯极度不信任。若以色列履行自身义务，哈马斯必须全面执行承诺，包括彻底解除武装、停止重新武装以及实现加沙地带非军事化。相关官员表示，库什纳决心避免重返过去允许哈马斯长期保持武装并掌控加沙的状态。若哈马斯违约，以色列将获得更广泛的国际合法性采取军事行动。

这一警告发生在推进特朗普相关加沙和平路线图的背景下。此前（约8月16日），库什纳已与哈马斯方面就解除武装等问题进行过直接接触。目前，开罗谈判仍在继续，双方执行情况尚待进一步观察。

 

Russia launches sabotage attacks on weapons factories in Europe

Russia has been suspected of launching several attacks on weapons and defence factories across Europe as part of a ‘destabilisation campaign’.

The alleged operations are thought to be designed to test NATO’s resolve while stopping short of triggering Article 5, which is the alliance’s mutual defence clause.

Last week,Latvia detained three of its own nationals over a suspected arson attack on a drone manufacturer in neighbouring Estonia.

A building belonging to Milrem Robotics, a Tallinn-based company supplying weapons to Ukraine, was set alight on August 15.

Estonian Prime Minister Kristen Michal has said the country is investigating whether the fire was an act of sabotage and whether Russia was involved.

It comes after a series of suspected attacks involving companies that are supplying Ukraine’s military have also been attacked.

A Nato official said Russia had ‘accelerated its destabilisation campaigns’ against member states in recent years, through the likes of cyber attacks, assassination attempts and sabotage.

Western intelligence sources have even claimed that the Kremlin is using local criminal gangs to carry out the attacks.

The campaign has been described as the Kremlin’s ‘hybrid war’ against the the West to increase tensions between Nato allies and deter support for Ukraine.

Since Russia’s full-scale invasion of Ukraine in February 2022, there have been a number of unexplained fires and explosions at sites across Europe.

This month, explosions were reported at major arms manufacturers in Bulgaria and Italy.

On August 10, a major blast hit a plant belonging to EMCO, one of Bulgaria’s largest private arms manufacturers, which produces 155mm artillery ammunition for Ukraine.

The initial fire was reportedly started by a blaze in a lorry parked near a storage warehouse.

Three days later, another explosion hit a munitions factory operated by KNDS Ammo Italy in Colleferro, near Rome.

The cause was reportedly an unexplained fire in a gunpowder processing unit.

Officials in both Italy and Bulgaria, however, have played down any links with Russia.

Nato Secretary General Mark Rutte has described suspected Russian sabotage as ‘reckless and dangerous’, calling for the alliance’s response to be ‘clear, swift and decisive’.

A Nato official said the alliance was strengthening its ability to counter such operations and monitoring hostile activity carried out through proxies.

The official said Nato would remain prepared to ‘deter and defend against any threat’ to its members.

Earlier today, it was revealed that Ukraine marked its Independence Day by targeting Vladimir Putin’s online shopping hubs.

Three Ozon marketplace logistics centres were engulfed by flames following the overnight strikes.

The attacks unfolded on the day UK prime minister Andy Burnham was making his first trip as leader to Kyiv.

Ozon is often referred to as the ‘Amazon of Russia’ and supports Moscow’s military, Ukraine says.

 

 

North Korea readies more troops for Russia

 SEOUL: South Korea's Defence Ministry said North Korea was continuing preparations for an additional troop deployment to Russia, but had detected no signs that such a deployment was imminent, according to a South Korean lawmaker's office.

The assessment came after North Korea's Kim Yo Jong, sister of leader Kim Jong Un, last week denied Ukrainian President Volodymyr Zelenskiy's claim that Pyongyang planned to send up to 50,000 more troops to Russia to fight for its ally.

South Korea's Defence Ministry said in a statement to lawmaker Yu Yong-weon that North Korea had continued to supply Russia with weapons systems, including short-range ballistic missiles, according to Yu's office.

North Korea is estimated to have supplied Russia with more than 15 million rounds of artillery ammunition, measured in 152-millimetre shell equivalents, it said.

The lawmaker's office, citing a South Korean Defense Intelligence Agency assessment, said North Korean missiles used in the war may have improved in accuracy through battlefield data, alongside Russian technical advice and component support.

The ministry also said the development of some North Korean ballistic missiles and multiple rocket launchers assessed as being intended for use in a conflict with South Korea was nearing completion, the lawmaker's office said.

The ministry added that North Korea's Hwasong-12 intermediate-range ballistic missile, capable of reaching the U.S. territory of Guam, was being prepared for operational deployment, according to Yu's office.

North Korea's intercontinental ballistic missiles have the flight capability to reach the US mainland, the ministry said, but key technologies, including warhead re-entry, have not been verified because all test launches have been conducted on lofted trajectories.

North Korea and Russia have deepened military cooperation since Moscow's invasion of Ukraine in 2022, with Pyongyang supplying artillery ammunition and missiles since 2023 and deploying troops from 2024, according to South Korean, Ukrainian and Western assessments.

 Moscow and Pyongyang have previously denied arms transfers.

 

中國傳3例基因治療臨床試驗死亡案例 美議員致函FDA籲嚴審中方數據

  中國接連傳出3起基因治療臨床試驗死亡案例，其中2名為兒童，引發美國國會議員高度關切，致函美國食品藥物管理局（FDA）要求嚴格檢視中國臨床資訊，若未經FDA實地審查，不應採用中方數據作為藥品審核依據。

醫療媒體「Endpoints News」與報導，共和黨籍「美國與中國共產黨戰略競爭特別委員會」主席穆勒納爾（John Moolenaar）與眾議院「生物科技核心小組」成員克萊恩（Ben Cline），在給FDA代理局長迪雅曼塔斯（Kyle Diamantas）的聯合信件中示警，「接受中國的臨床數據對病人帶來真切風險」。

信中寫道，近期包括兒童在內的臨床死亡案例，顯示出在中國的醫藥生技試驗體系中，為了進行快速、廉價研究，願意視兒童死亡為可接受的代價。將早期階段的臨床試驗外包給中國進行，可能變相嘉獎這套體系。

兩名議員敦促迪雅曼塔斯，除非試驗地點在申請提交前1年內接受FDA實地稽查，否則不許讓中國試驗數據用於研究性新藥申請（IND）、新藥申請（NDA）和生物製品許可申請（BLA）等項目。

伊朗總統裴澤斯基安23日坦承伊朗人民面臨許多問題。圖為裴澤斯基安8日在德黑蘭出席1場記者會。（法新社）

伊

伊朗總統不演了  坦承伊朗人正面臨「許多問題」

朗總統裴澤斯基安（Masoud Pezeshkian）23日坦承，在美國宣布發動新一波制裁以進一步孤立伊朗經濟後，伊朗公民正面臨「許多問題」。

裴澤斯基安在國營電視台播放的演說中說，「我了解，我們的社會中目前有許多問題。我們正致力防範這些問題」。

中東衝突爆發迄今將滿6個月，美國上週宣布展開新的制裁行動，誓言要讓伊朗政權「垮台」。

對此，裴澤斯基安在演說中表示，多虧美國總統川普（Donald Trump），伊朗陷入一場「全面的經濟、軍事與安全戰爭」。裴澤斯基安說：「他（指川普）說要對伊朗實施最具毀滅性與最可怕的制裁」。

伊朗政府近年來多次面臨肇因於經濟困境的大規模抗議，去年底的一場不滿生活成本上漲的抗議，最後演變為針對當權者的全國性示威；德黑蘭當局稱這波示威造成3000多人死亡，以及指控美國與以色列是幕後主使。

裴澤斯基安23日說：「我們正全力克服通貨膨脹、民生難題與失業問題，以及確保人民的未來，使之能有尊嚴、有自豪感地生活」。