中国游客在日本的消费额转为下降

Core Viewpoint - The article highlights a significant decline in credit card transaction volumes from Chinese tourists in Japan, attributed to a government advisory against travel to Japan, which has negatively impacted both consumer spending and the Japanese retail sector [2][5]. Group 1: Credit Card Transaction Data - In November, credit card transaction volumes from mainland China and Hong Kong decreased by 8% year-on-year, marking a return to negative growth after two months of increases [2][5]. - Overall transaction volumes from ten countries and regions increased by 22%, with notable growth in the U.S., Taiwan, and Australia, averaging a 29% increase [4]. - The decline in transaction volumes from China is influenced by the appreciation of the yen and a reduction in high spending, with a projected decrease in transaction volumes from March to August 2025 [5]. Group 2: Impact on Japanese Retail Sector - Japanese department stores have reported a decline in duty-free sales, with J.FRONT RETAILING's Daimaru Matsuzakaya down 9.4%, Takashimaya down 9.8%, and Mitsukoshi Isetan down approximately 20% [5]. - Takashimaya noted a 23.9% drop in sales specifically from Chinese customers, indicating the immediate impact of the travel advisory [5]. - Sales at key locations such as the Kobe and Osaka Shinsaibashi stores have seen significant declines, despite growth in non-Chinese customer sales [5]. Group 3: Economic Projections - If the travel advisory from the Chinese government persists for a year, the economic loss for Japan could reach 17.9 trillion yen, according to estimates from Nomura Research Institute [6]. - Economic experts predict that consumer spending from Chinese tourists may not return to normal levels until late 2026, given the current state of bilateral relations [6].