Group 1 - The ruling coalition of the Liberal Democratic Party and the Japan Innovation Party secured a majority in the House of Representatives elections, allowing Prime Minister Fumio Kishida to continue in office [1][4] - The election results are expected to accelerate Japan's defense capabilities, leading to a significant rise in defense-related stocks, with Kawasaki Heavy Industries' stock price increasing by up to 17%, reaching an intraday historical high [1][4] - Other defense contractors such as IHI and Mitsubishi Heavy Industries also saw their stock prices rise by over 5% following the election results [1] Group 2 - The Liberal Democratic Party obtained a two-thirds majority in the 465-seat House of Representatives, making it easier for the government to pass legislation and potentially revisit the controversial topic of constitutional amendments, including the right to maintain a military [4] - Analysts suggest that the election outcome will be a significant positive for defense-related stocks, with increased public interest in defense issues reflected in the voting behavior [4] - The election victory has raised market expectations for Japan to relax weapon export regulations, expanding business opportunities for Japanese arms manufacturers [4][5]
高市早苗胜选点燃修宪强军预期 日本防务股集体“暴走”
智通财经网·2026-02-09 06:58