伊藤忠商事会长：中国依然存在机会

Core Viewpoint - The article discusses the current economic situation in China, the challenges faced by Japanese companies in the Chinese market, and the potential opportunities that still exist despite geopolitical tensions [2][3][5]. Group 1: Current Economic Situation in China - The adjustment in China's real estate market is not yet complete, and the economy is expected to face severe challenges until 2026. The potential returns from real estate investments are decreasing, and personal consumption is facing headwinds [3]. - The Chinese government is attempting to increase investments in infrastructure and advanced technologies like AI, but these efforts are insufficient to boost economic growth rates [3]. Group 2: Japanese Companies' Response to China - Japanese companies should cautiously explore opportunities in China while managing risks. There are still potential markets for products and services favored by Chinese consumers, despite the ongoing Japan-China tensions [7]. - Companies that have developed low-cost, high-quality food services in Japan are successfully entering the deflationary Chinese market [7]. Group 3: Opportunities in Chinese Products and Technology - China has a wealth of engineering talent, and its humanoid robots have set Guinness World Records for walking distances. These robots could be useful in Japan, especially in sectors facing labor shortages [8]. - Chinese products, such as BYD's electric vehicles and Huawei's smartwatches, are not only competitively priced but also of high quality. However, there are psychological barriers among Japanese consumers regarding Chinese products that need to be addressed [8]. Group 4: Itochu Corporation's Future Plans - Itochu Corporation aims to achieve the highest consolidated net profit among general trading companies for the fiscal year ending March 2026, with a target of exceeding 900 billion yen [9].