中国日本商会：过半日企将增加或维持投资，密切关注中国AI生态

Core Insights - The survey conducted by the China Japan Chamber of Commerce indicates that over half of Japanese companies plan to "increase or maintain" their investments in China by 2025, viewing China as a "most important market" [1][3] Investment Intentions - Japanese companies' willingness to invest in China remains stable compared to the previous quarter, with 16% indicating plans for "significant increase" or "increase" [2] - The report highlights a positive attitude among Japanese firms towards investing in areas with synergy to existing businesses and in startups [2] Revenue Performance - In the first half of the year, 28% of member companies reported an increase or slight increase in revenue, a decrease of 6 percentage points from the previous survey, while 48% reported a decline or slight decline, an increase of 12 percentage points [2] - The challenges faced by Japanese companies include falling sales prices and rising labor costs, impacting their revenue [2] Industry Insights - Revenue improved in the non-durable and semi-durable goods sectors, with 53% of companies reporting an increase or slight increase, up 6 percentage points from the last survey [3] - Specific industries such as electrical, electronic machinery, and general machinery showed strong revenue performance [3] Market Outlook - Despite challenges, 54% of Japanese member companies still regard China as a "most important market" or one of the "three important markets," consistent with the previous quarter [3] - The dynamic nature of China's economy, with a GDP five times that of Japan, presents ongoing opportunities for growth [4] Future Investment Plans - Japanese companies are preparing to increase investments in R&D, startups, AI, automation, efficiency improvements, and solar energy [4] - There is significant interest from Japanese economic groups in China's innovation capabilities, with plans for delegations to visit China for further exploration [4]