日本6月份录得贸易逆差406.9亿日元(2.5亿美元),较上年同期的122亿日元顺差出现反转,这是连续第二个月出现赤字 [1]。
出口和进口均实现增长。日本6月出口同比增长19%至10.9万亿日元,进口增长25%至11.3万亿日元 [1]。进口增速超过出口增速,是贸易逆差扩大的主要原因。
日元贬值和油价上升推高了进口成本。美元兑日元汇率从一年前的140日元升至约163日元 [1],日元走弱增加了以外币计价商品的购买成本。同时,布伦特原油从年初约60美元/桶升至最高114美元/桶,近期在90美元水平交易 [1]。日本6月油进口来自美国的部分同比激增近五倍 [1]。
上半年整体贸易数据显示,日本出口增加近14%至60.6万亿日元,进口增加近11%至61.9万亿日元 [1]。
Japan recorded a trade deficit of 40.69 billion yen ($2.5 billion) in June, marking a sharp reversal from a surplus of 12.2 billion yen in the same month a year earlier and the second consecutive monthly deficit [1]. Exports grew 19 percent year-over-year to 10.9 trillion yen, while imports surged 25 percent to 11.3 trillion yen [1].
The yen's depreciation played a significant role in the trade dynamics, with the dollar-to-yen exchange rate rising from approximately 140 yen a year ago to around 163 yen [1]. Rising oil prices compounded the import burden, with crude oil imports from the United States nearly quintupling in June compared to the previous year [1]. Brent crude oil climbed from approximately $60 per barrel at the start of the year to a peak of $114 per barrel, though it has traded around $90 recently [1].
For the first half of the year, exports increased nearly 14 percent to 60.6 trillion yen, while imports rose nearly 11 percent to 61.9 trillion yen [1].