中美该如何选，日本用脚“投票”，前九个月，对华投资大增逾55%

Core Insights - Japan's foreign investment in China has surged by 55.5% year-on-year, indicating a strategic decision rather than a mere political alignment [3][6][13] - The increase in foreign investment from various countries, including the UAE (48.7%), the UK (21.1%), and Switzerland (19.7%), suggests a broader trend of capital seeking opportunities in China [4][6] - Japan's investment strategy reflects a need for supply chain resilience and diversification, acknowledging that maintaining a presence in China is crucial for competitiveness [6][9] Investment Trends - The overall number of newly established foreign-invested enterprises in China has increased by 16.2% year-on-year, highlighting a growing interest from international investors [3] - Japan's investment growth is part of a larger pattern where multiple countries are recognizing the potential of the Chinese market, rather than a singular focus on political narratives [4][6] Strategic Implications - Japan's approach illustrates a balancing act between maintaining strong ties with the U.S. while simultaneously deepening economic connections with China, showcasing a pragmatic strategy for maximizing national economic interests [9][10] - The investment behavior of Japanese companies serves as a risk mitigation strategy in the face of global economic uncertainties, reinforcing their commitment to the Chinese market [9][10] - The data reflects a fundamental principle of capital markets: businesses prioritize survival and profit maximization over political affiliations, as evidenced by Japan's significant investment in China [13]