GDP降幅超预期 日本经济或将行至危机边缘?
Zhong Guo Xin Wen Wang·2025-12-09 00:43

Group 1 - The Japanese economy is facing a more pessimistic outlook for Q3 2025, with a revised GDP contraction of 0.6% quarter-on-quarter and an annualized decline of 2.3%, exceeding previous market expectations of 2.0% [2] - Initial estimates indicated a smaller contraction of 0.4% quarter-on-quarter and a 1.8% annualized decline [3] - The downward revision is primarily attributed to a significant decrease in corporate investment, which was adjusted from a 1.0% growth to a 0.2% decline, alongside a reduction in public investment from a 0.1% growth to a 1.1% decline [4] Group 2 - Japan's economic challenges are compounded by limited fiscal and monetary policy space, insufficient internal growth momentum, and external trade risks [4] - Recent policy moves and diplomatic statements from Prime Minister Sanna Takashi have heightened market concerns, particularly regarding military expansion and deteriorating relations with China [5] - Economists warn that these developments could lead to further economic downturns, with potential negative growth in Q4 [5]