近六成日企计划今年扩大或维持对华投资

Group 1 - The latest survey by the China Japan Chamber of Commerce indicates a 3% improvement in companies' perception of their business conditions for the second half of 2025 compared to the previous survey [2] - 35% of member companies expect improvements in revenue and profit in the second half of 2025, an increase of 7% and 4% respectively from the last survey [2] - 59% of surveyed companies plan to increase or maintain their investments in China this year, reflecting a high level of satisfaction with the business environment [2] Group 2 - The bilateral trade volume between China and Japan remains above $300 billion, with a projected increase to $32.218 billion in 2025, representing a year-on-year growth of 4.5% [3] - Japanese companies are focusing their investments in China on ensuring competitiveness and developing new products and services [3] - Hitachi Elevator's president emphasized that their largest factory and R&D team are based in China, highlighting the importance of the Chinese market for their operations [3] Group 3 - Over 60% of manufacturing member companies are deploying AI energy management systems by 2025, with examples of Mitsubishi Electric and FANUC implementing AI to optimize energy consumption and reduce carbon emissions [4] - The establishment of Mizuho Securities' subsidiary in China is expected to enhance its capabilities in cross-border bond underwriting and corporate financing [4] Group 4 - There is an asymmetry in trade dependency, with Japan relying heavily on China for products like home appliances and agricultural goods, while exporting semiconductor equipment and precision components to China [5] - The ongoing economic security policies in Japan may lead to increased caution among Japanese companies regarding their investments in China [5] - Many Japanese firms recognize the significant costs of completely disengaging from the Chinese market, as it would result in missed growth opportunities [5]