日本,将损失超2万亿!
券商中国·2025-11-23 02:32

Group 1 - The remarks made by Japanese Prime Minister Sanna Takashi regarding Taiwan have damaged the political foundation of Japan-China relations, severely worsening the atmosphere for personnel exchanges between the two countries. Economic experts in Japan indicate that a significant reduction in the number of Chinese tourists could lead to losses exceeding 2 trillion yen for Japan [1] - If the current state of Japan-China relations persists for over a year, it is projected that even without the full 2.6 trillion yen impact, there will still be a reduction of more than 2 trillion yen in Chinese tourist spending, which would have a substantial impact on Japan's tourism industry, particularly affecting local economies [1] Group 2 - The Japanese government has finalized a comprehensive economic strategy amounting to approximately 21.3 trillion yen. However, experts warn that implementing fiscal stimulus in the current inflationary environment may have counterproductive effects [2] - The fiscal stimulus during inflation, rather than during deflation, is expected to exacerbate yen depreciation and lead to rising prices [2] Group 3 - Due to the inability to cover expenditure gaps with increased tax revenue, the Japanese government is compelled to rely on additional issuance of government bonds for fiscal operations. This reliance is anticipated to result in rising long-term interest rates, further cooling the Japanese economy [3] - The increase in long-term interest rates is expected to have a magnified adverse effect on the economy, highlighting the drawbacks of depending on bond issuance when fiscal sources are insufficient [3]