100兆元の債務と不動産危機、中国経済の行方は? episode artwork

EPISODE · Aug 25, 2026 · 5 MIN

100兆元の債務と不動産危機、中国経済の行方は?

from 10分で知る中国のいま · host 毎日探求社

地方政府の債務が100兆元を超えた影響や、恒大集団創業者の判決にみる不動産危機の深刻化といった内憂に焦点を当てます。同時に、BEV比率の急上昇がもたらす自動車市場の変化や、日本の半導体産業に影響を与えるレアアースの輸出規制、米国による関税上乗せといった外圧や産業の動向もカバーします。さらに、江沢民氏の追悼を巡る政治的な動きから中東外交まで、中国のいまをわかりやすく整理してお届けします。

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100兆元の債務と不動産危機、中国経済の行方は?

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