Sou Hu Cai Jing·2025-06-11 16:52Group 1 - Japan's Prime Minister Shigeru Ishiba proposed a strategy to sacrifice interests with China in exchange for concessions from the U.S. on tariffs, causing significant concern among Japanese companies [2][3] - The U.S. imposed a 50% tariff on Japanese steel and aluminum products and a 25% tariff on automobiles in 2025, which poses a severe threat to Japan's economy, particularly affecting its export-driven sectors [2][3] - Ishiba's strategy includes increasing investments in the U.S. and collaborating on rare earth and energy supply chains to reduce dependence on China, which has sparked backlash from domestic industries [3][5] Group 2 - Japan's high-tech industries are heavily reliant on rare earth elements, with China controlling over 90% of global rare earth processing, making any disruption in supply a critical risk [5][6] - Historical precedents, such as the 2010 rare earth export restrictions by China, have left Japanese industries wary of potential supply chain disruptions, particularly in the automotive and electronics sectors [6][7] - The automotive industry, including major players like Toyota and Honda, could face severe production halts if rare earth supplies are cut off, jeopardizing their future plans and financial stability [7][9] Group 3 - The electronics sector, including companies like Sony and Panasonic, also faces significant risks due to its dependence on rare earth elements for chip manufacturing and other critical components [9][10] - Japan's GDP is significantly supported by exports, particularly in automobiles and electronics; any decline in these sectors could lead to increased unemployment and economic downturn [10][12] - The potential for retaliatory measures from China, such as tariffs on Japanese goods, could further exacerbate the situation, impacting not only Japan but also its trading partners like South Korea and Germany [10][12] Group 4 - Experts suggest that Japan should diversify its rare earth supply chains and invest in technology to reduce reliance on rare earth materials, while also stabilizing relations with China [12] - Ishiba's approach is viewed as a risky gamble that may jeopardize Japan's economic future, highlighting the need for a balanced diplomatic strategy [12]