PACIFIC SECURITIES(SH:601099) Guan Cha Zhe Wang·2025-06-09 03:49Core Viewpoint - The Chinese Navy's Liaoning aircraft carrier group has reportedly broken through the Second Island Chain, reaching the waters southwest of Japan's Minami-Tori-shima, marking a significant enhancement in China's naval capabilities and long-range operational reach [1][5]. Summary by Sections Naval Movements - The Liaoning carrier group, including the 052D destroyer Tangshan and the 055 destroyer Wuxi, was confirmed to be operating approximately 300 kilometers southwest of Minami-Tori-shima [4]. - The carrier conducted flight operations for both carrier-based fighter jets and helicopters during its journey [4]. - The last recorded movement of the Liaoning was on May 30, after which there was a seven-day gap in reporting its activities until it reappeared near Minami-Tori-shima on June 7 [5]. Japanese Response - The Japan Self-Defense Forces dispatched the destroyer "Yahagi" to monitor the Liaoning carrier group after it was detected again [4]. - Japanese media highlighted the significance of the Liaoning's presence near Japan's easternmost islands, indicating a shift in regional naval dynamics [5]. Historical Context - Minami-Tori-shima, Japan's easternmost island, has historical military significance, having been involved in World War II naval operations [6]. - Since May, at least three 055 destroyers, three 052D destroyers, and four 054A frigates have been active in the Pacific beyond the First Island Chain, indicating a broader operational scope for the Chinese Navy [6]. U.S. Naval Activity - The U.S. Navy has not responded to the activities of the Liaoning carrier group, with the nearest U.S. carrier, the "Nimitz," operating near the Philippines [7]. - Current U.S. carrier operations do not appear to be in direct response to the movements of the Liaoning [7]. Official Statements - The Chinese Ministry of Defense stated that the Liaoning's training activities are not aimed at any specific country and comply with international law, suggesting that Japan's reactions may be excessive [9].