第二轮中日争端开打！日本军工截瘫，高市派人赴美，先废中国王炸

Core Viewpoint - The ongoing conflict between China and Japan has escalated from verbal exchanges to direct economic impacts, particularly affecting Japan's military and manufacturing sectors, leading to stock price declines and market panic [1][3]. Group 1: Economic Impact on Japan - Japanese companies, particularly Mitsubishi Heavy Industries and Kawasaki Heavy Industries, experienced immediate stock price drops due to fears of supply disruptions [3]. - The Japanese industrial system, which has been a source of national pride, is facing severe challenges, with potential long-term consequences for its military capabilities [6][36]. - China's export controls on dual-use items, including critical materials for military applications, have effectively blocked Japan's access to essential resources [8][9]. Group 2: Strategic Responses from Japan - The Japanese government is seeking assistance from the U.S. to mitigate the impact of China's actions, but initial responses have been disappointing [4][18]. - Japan's attempts to establish a "democratic supply chain" excluding China are seen as unrealistic, given the U.S.'s own reliance on Chinese supply chains [20][22]. - Domestic proposals for technological self-sufficiency or deep-sea mining are viewed as inadequate solutions to the immediate crisis [24][39]. Group 3: Long-term Consequences - Japan's military projects are at risk, with at least 17 key projects facing significant delays due to material shortages, impacting defense capabilities [27][28]. - The potential for increased costs in sourcing materials from alternative suppliers could lead to budget inefficiencies, where Japan ends up spending more for less military output [32]. - The upcoming regulations from China are expected to further tighten access to critical materials, complicating Japan's recovery efforts [34]. Group 4: Broader Implications - The conflict highlights the interconnectedness of global supply chains and the challenges of decoupling from China, which could lead to severe economic repercussions for Japan [44]. - The situation underscores a cognitive battle about recognizing the realities of resource dependency and the limitations of political alliances in addressing economic vulnerabilities [43].