日本企业同意34年来最大幅度加薪 应对劳动力短缺

Group 1 - Japanese companies have agreed to an average salary increase of 5.25% this year, marking the largest increase in 34 years and achieving strong growth for the third consecutive year [1] - The average bonus payment for major companies this summer increased by 4.37% compared to the previous year, reaching a record 990,848 yen [1] - A significant labor shortage in Japan, particularly in non-manufacturing sectors and small businesses, has reached historical levels, leading to some companies going bankrupt [1] Group 2 - Two-thirds of Japanese companies believe that labor shortages are severely impacting their business [2] - There is a growing consensus among companies that salary increases must exceed inflation, which is currently around 3.7% for core consumer price index [2] - Stable wage growth is crucial for maintaining a consumption-driven economic recovery, which is also a prerequisite for the Bank of Japan to resume interest rate hikes [2] Group 3 - Mizuho Research & Technologies forecasts a 4.7% wage growth next year, assuming a decline in oil prices to mitigate the impact of U.S. tariffs on corporate profits [2] - Daiwa Securities anticipates average wage growth between 4.5% and 4.9% next year, emphasizing the need for non-manufacturers to take the lead in salary increases [2] - Current trade negotiations between the U.S. and Japan are stalled, with threats of tariffs on Japanese imports potentially rising to 35% [2]