专访丨高市早苗错误言论“将给日本经济带来根本性打击”——访日本无限合同会社首席经济学家田代秀敏

Core Insights - The remarks made by Japanese Prime Minister Sanna Takashi regarding China and Japan-China relations are significantly out of touch with reality, potentially leading to severe repercussions for the Japanese economy [1] - The interdependence between Japanese and Chinese companies is critical, with Japan being more reliant on China, which has an economy nearly five times larger than Japan's [1][2] - A complete disruption of trade and investment between the two countries would pose existential risks for Japan, particularly affecting key sectors such as tourism, retail, and the film industry [1][2] Industry Impact - The tourism and retail sectors in Japan are heavily reliant on Chinese tourists, who accounted for approximately 30% of inbound consumption in the first three quarters of this year [2] - A significant reduction in Chinese tourists would lead to substantial losses for Japan's retail and tourism industries, severely impacting local economies [2] - The Japanese film industry, particularly television, may face challenges as the profitability of high-cost dramas often depends on sales to the Chinese market [2] Supply Chain Concerns - The supply chains of nearly all Japanese industries are interconnected with China, and any disruption could lead to significant operational difficulties for Japanese companies [2] - If the current tensions persist, there is a risk of undermining the foundational aspects of the Japanese economy, as Japan cannot afford to lose its relationship with China [2]