TEL(US:TOELY) Sou Hu Cai Jing·2025-11-26 02:30Group 1 - Japan's economy is under unprecedented pressure due to China's countermeasures, including the suspension of certain Japanese food imports and beef negotiations, exacerbating an already sluggish economic situation [1][4] - The offshore exchange rate of the US dollar to Japanese yen has surpassed 1:157, indicating a potential breach of the critical 160 mark, reflecting growing market panic [1] - Japanese companies like Tokyo Electron and Shin-Etsu Chemical derive over 20% of their revenue from China, with some key components having a dependency rate as high as 40%, highlighting the risks of economic sanctions [6] Group 2 - The idea of replicating the successful strategy against South Korea by restricting semiconductor materials to pressure China is fundamentally flawed, as China's semiconductor industry has developed a robust alternative system [4] - China's domestic market for semiconductor materials is projected to reach 120 billion yuan by 2024, with a domestic supply rate increasing from under 15% in 2020 to 25% [4] - The interdependence between Japan and China in the context of economic globalization means that any economic sanctions could backfire, potentially leading to a crisis for Japan [6][8] Group 3 - The current political and economic tensions between Japan and China necessitate a reevaluation of their relationship, with a focus on dialogue and cooperation as a potential path forward [8] - Open communication and mutually beneficial strategies are essential to avoid further economic damage and to seek a win-win situation for both nations [8]