高市早苗错误言论“将给日本经济带来根本性打击”

Core Viewpoint - The remarks made by Japanese Prime Minister Sanae Takaichi regarding China and Japan-China relations are severely disconnected from reality, potentially leading to fundamental damage to the Japanese economy if not addressed promptly [1][2]. Economic Impact on Japan - The relationship between Japanese and Chinese enterprises is tightly interwoven, with Japanese products containing components made in China and vice versa, making it impossible for Japan to decouple from China [1]. - Japan's dependency on China is greater than the reverse, with China's economy being nearly five times larger than Japan's. A complete halt in trade and investment would pose existential risks for Japan, affecting various sectors beyond mere financial losses [1][2]. Sector-Specific Risks - The tourism and retail sectors in Japan are particularly vulnerable, as they rely heavily on Chinese tourists, who represent the largest source of visitors and contribute approximately 30% to Japan's inbound consumption in the first three quarters of this year [2]. - The Japanese film and television industry may also face significant challenges, as the profitability of high-cost dramas often hinges on sales to the Chinese market. Disruptions in this area could lead to substantial financial losses [2]. Supply Chain Concerns - The deeper risk lies in the supply chain, as nearly all Japanese industries are linked to China. Any disruption could lead to severe operational difficulties for Japanese companies, potentially undermining the foundation of the Japanese economy [2]. - If the current tensions persist without resolution, there is a risk of diminishing investor confidence, which could lead to a significant economic downturn in Japan next year [2].