中俄混合双打!稀土断供能源告急,日本制造业陷入窒息,这一仗该怎么打的?
Sou Hu Cai Jing·2026-02-09 10:45

Group 1 - The atmosphere in Japan's precision manufacturing sector is increasingly tense, as companies reflect on the implications of slowing production due to critical resource shortages, particularly from China and Russia [1][3] - Japan's reliance on rare earth elements, such as dysprosium and terbium, is highlighted, with recent changes in import approval processes causing significant delays for Japanese companies, impacting their production lines [3][5] - The long-standing support of a cost-effective Chinese supply chain is now under threat, leading to rising production costs and extended delivery timelines for Japanese manufacturers [5][7] Group 2 - Japan faces dual pressures from resource limitations and geopolitical tensions, particularly with Russia's military activities affecting fishing and energy transport routes [5][7] - The nationalization of the Sakhalin-2 project by Russia has eliminated Japan's investments in the project, severely impacting its natural gas supply and increasing energy costs, which undermines the potential for manufacturing to return to Japan [8][10] - Japan is experiencing comprehensive constraints on resources, technology, and energy, signaling a decline in its industrial power and emphasizing the interconnectedness of global supply chains and geopolitical realities [10]

中俄混合双打!稀土断供能源告急,日本制造业陷入窒息,这一仗该怎么打的? - Reportify