在华日企投资意愿达近两年最高，日本商会：企业看重商务环境

Core Insights - The Japan-China Chamber of Commerce recently released the results of its eighth member company survey on business sentiment and environment, indicating that despite concerns over deteriorating Japan-China relations, 59% of Japanese companies in China plan to increase or maintain their investments in China by 2026, marking the highest level since 2024 [1][3] Group 1: Investment Plans - 59% of Japanese companies plan to maintain or increase their investments in China by 2026, with 2% planning a significant increase, 15% planning a moderate increase, and 42% maintaining their current investment levels [3] - The percentage of Japanese companies planning to reduce or not invest in China is at 41%, the lowest level since 2024 [3] Group 2: Business Environment and Sentiment - 62% of Japanese companies express satisfaction with the business environment in China, and 76% believe they are treated equally to domestic Chinese companies [3] - 35% of Japanese companies expect an increase in revenue in China by the second half of 2025, with 17% anticipating a significant increase (over 5%), while 35% expect an increase in operating profits [1][3] - 28% of Japanese companies perceive an improvement in business conditions, and 26% view China as the most important global market, an increase of 1 percentage point since the first half of 2025 [1] Group 3: Geopolitical Concerns - Japanese companies are concerned about geopolitical risks affecting their investments and operations in China, with calls from the Japanese business community for more cautious political discourse to maintain strong economic ties [5] - There is a noted conservatism in investment decisions from Japanese headquarters due to a lack of understanding of the Chinese market, suggesting a need for higher-level executives to visit China to better grasp economic conditions and opportunities [5]