12条航线取消航班，短期中国赴日人数骤降

Core Viewpoint - The number of Chinese tourists traveling to Japan has sharply decreased, with a significant rise in flight cancellations and a potential economic impact on Japan's tourism industry [1][6]. Flight Cancellations - The flight cancellation rate from China to Japan is projected to peak at 21.6% on November 27, marking the highest rate in nearly a month [1]. - Out of 103 regular routes, 12 have canceled all flights, including routes from Hangzhou to Nagoya and Nanjing to Fukuoka [2]. - The Shanghai Pudong to Osaka Kansai route, which previously had 30 flights daily, has seen a cancellation rate of 30.1%, with 72 out of 239 flights canceled [2]. - Approximately 500,000 tickets are estimated to have been canceled, with a 12.3 percentage point drop in seat occupancy and a 10.8% decrease in passenger volume compared to the previous week [2]. Impact on Cruise Industry - A Chinese cruise ship has canceled its planned stop in Japan, affecting local tourism, although this is not yet a widespread trend [3]. - The cruise "Aida Mediterranean" canceled its stop in Okinawa, impacting local businesses that rely on tourist influx [3]. - The cruise line has adjusted its itinerary, replacing a stop in Japan with a visit to Vietnam [3]. Economic Impact on Japan - The decline in Chinese tourists is expected to significantly impact Japan's tourism sector, which constitutes about 7% of the country's GDP [4]. - Chinese tourists account for 25% of all foreign visitors to Japan, with a year-on-year increase of 42.7% in the first three quarters of 2025 [4]. - The average spending of Chinese tourists is 27.7 million yen (approximately 125,000 RMB), surpassing the average of 22.7 million yen (about 103,000 RMB) for all foreign visitors [4]. - The loss in tourism alone could reduce Japan's GDP by 0.36%, with potential economic losses estimated at 2.2 trillion yen (approximately 101.16 billion RMB) if the travel warnings persist for a year [6].