Core Viewpoint - Japanese Prime Minister Fumio Kishida's recent remarks regarding Taiwan have sparked strong backlash from China, leading to significant declines in the Japanese stock market, particularly in sectors heavily reliant on Chinese tourism [1][4][6]. Economic Impact - The Tokyo stock market experienced a continuous decline, with many stocks in the retail, transportation, and tourism sectors dropping over 10% [1][5]. - If the number of Chinese tourists to Japan decreases significantly, Japan's GDP could be reduced by 0.36%, equating to an economic loss of approximately 2.2 trillion yen [1][6]. - Chinese tourists account for about 25% of all visitors to Japan, and any reduction in their travel intentions could have a substantial negative impact on the Japanese economy [4][6]. Market Reactions - The Nikkei 225 index fell by over 1% at the market's opening, with notable declines in airline stocks (down 5.8%), sportswear brands (down 6.6%), and department stores (down 12%) [5]. - Reports indicate that many reservations in Osaka, a city that typically hosts a large number of Chinese tourists, have been canceled, raising concerns among local businesses about potential long-term economic impacts [5]. Diplomatic Developments - Japan's Foreign Ministry is attempting to negotiate with China regarding Kishida's comments, with officials expressing concerns about the potential for reduced people-to-people exchanges between the two countries [2][3]. - The Japanese government has stated that it has lodged formal protests against China's response, emphasizing the need to maintain constructive bilateral relations [2][3]. Political Reactions - There is growing criticism within Japan regarding Kishida's statements, with some politicians warning that his remarks could lead to a "national crisis" for Japan, affecting trade and diplomatic relations with China [7]. - Analysts suggest that Kishida's comments reflect a broader strategic anxiety within Japan regarding its military posture and relations with China, indicating a potential shift towards a more aggressive stance [7].
中国严肃要求日方反思纠错,外交部:中日四个政治文件没有任何模糊、曲解的空间
Huan Qiu Shi Bao·2025-11-17 22:36