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东京股市,旅游股大跌!
Sou Hu Cai Jing·2025-11-17 14:12

Core Viewpoint - Concerns over deteriorating Sino-Japanese relations have led to a significant sell-off in tourism-related stocks in Tokyo, with some stocks dropping over 10% due to fears of reduced Chinese tourist visits [2] Group 1: Stock Performance - Stocks of major department stores such as Mitsukoshi Isetan fell by 10.64%, and Takashimaya dropped by 6.29% [2] - Shiseido, which heavily relies on Chinese consumer spending, saw its stock decline by over 11%, marking the largest single-day drop since early April [2] - The operator of Tokyo Disneyland, Oriental Land Company, experienced a stock decrease of approximately 5%, while All Nippon Airways Holdings fell by 4.74% [2] Group 2: Investor Sentiment - Investors are reacting to expectations that the Chinese government's travel warnings will negatively impact the performance of related companies, prompting a rapid sell-off of stocks [2] Group 3: Economic Impact - According to the Japan National Tourism Organization, nearly one-fifth of international visitors to Japan in 2024 are expected to come from China, amounting to about 7 million people [2] - Nomura Research Institute predicts that the Chinese government's travel advisories could lead to a reduction in Japan's tourism revenue by approximately 2.2 trillion yen (about 14.3 billion USD), which may drag down Japan's real GDP by 0.36% [2]