Group 1 - Japan's duty-free sales in January have significantly declined, with major department stores reporting drops: Mitsukoshi Isetan down 12.5%, Takashimaya down 18.9%, Daimaru Matsuzakaya down 16.6%, and Hankyu Hanshin down nearly 20% [1] - The decrease in sales is attributed to reduced visits from Chinese tourists due to ongoing tensions between China and Japan, as well as a shift in the timing of the Chinese New Year holiday from January to February this year [1] - The impact of reduced flights to Japan from China and the Chinese government's advisories against travel to Japan are expected to further affect sales, particularly during the critical sales period starting February 15 [1] Group 2 - South Korea has emerged as the preferred destination for Chinese outbound tourism during the Spring Festival, with a 34% increase in visa applications processed by Korean consulates in China from November to January, and a 45% surge in tourist visa applications [2] - The shift in travel preferences from Japan to South Korea is linked to the ongoing tensions between China and Japan, leading to a change in travel plans for many Chinese tourists [2] - The Chinese government has expressed support for increased people-to-people exchanges between China and South Korea, indicating a positive outlook for tourism between the two countries [2]

当地时间1月29日，日本"继承和发展村山谈话会"在东京举行集会。与会人士指出，台湾问题属于中国内政，要求日本首相高市早苗尽快撤回错误言论。 0:00 与会人士表示，高市早苗的错误涉台言论严重偏离日本战后坚持的和平路线。 日本"继承和发展村山谈话会"理事长 藤田高景：日本对过去侵略中国的战争以及殖民统治所应承担的责任履行得极其不充分，我认为，我们必须依靠日本 民主的力量，迫使高市首相撤回其所谓"存亡危机事态"的相关言论。 日本前首相 鸠山由纪夫：台湾问题是中国的内政，对于内政问题，我们一贯的原则就是绝不加以干涉，这完全违背了《中日联合声明》的宗旨，但她还是 发表了与之相悖的言论，结果导致日中关系被严重破坏。像这样的首相，大家真的可以继续让她执政下去吗？ 集会参加者：战争绝对不能发生，尤其是在东亚地区。日本本来就是发动过侵略战争的国家，更应该站在深刻反省的立场上去推动和平。从这个角度看，我 也去过中国、韩国和朝鲜，那里至今仍能看到日本侵略留下的伤痕。大家都在努力抚平这些创伤，追求共同生存与相互肯定。在这样的情况下，唯独日本却 明显想要推动战争，这一点我认为无论如何都不能被容许。 责编：王瑞景、张振 集会参加者：这 ...

日本首相高市早苗 资料图片 该团体29日在一份发给《环球时报》记者关于此次集会的声明中称，高市早苗的涉台错误言论已导致日 中关系严重恶化。中方已采取反制措施，包括发布赴日旅游提醒、暂停进口日本水产品等，这些措施给 日本造成了难以估量的经济损失。此外，中方已于1月6日起正式加强两用物项对日本出口管制。藤田高 景表示，"当前日本国内对于中方未来可能进一步收紧稀土出口管制的危机感持续攀升，这势必会对日 本各产业造成沉重打击。" 日本共同社29日报道称，日本前首相鸠山由纪夫在市民集会上作为嘉宾致辞，批评高市早苗的错误言论 破坏日中关系，"不能让她继续担任首相"，提醒选民在众议院选举投票时应予以考虑。 日本民间集会敦促高市早苗撤回错误言论，前首相鸠山由纪夫："不能让她继续担任首相" 日本首相高市早苗近日宣布解散众议院并提前举行大选，有分析认为，除执政党处境被动外，此举背后 的另一重原因是高市早苗发表涉台错误言论后导致中日关系陷入紧张。29日，日本民间团体在东京举行 了要求高市早苗撤回错误言论的市民集会。 该集会主办方日本"继承和发展村山谈话会"理事长藤田高景29日在接受《环球时报》记者采访时表示， 高市内阁把为潜在战争 ...

Group 1 - The seminar participants expressed that the remarks made by Japanese Prime Minister Sanae Takaichi regarding Taiwan are reckless and irresponsible, potentially leading Japan towards war, which is considered a dangerous notion [1][3]. - It was highlighted that Takaichi's statements signify a possibility of war, marking a serious issue as it is the first time Japan has indicated such a possibility towards China since World War II, prompting China to respond with caution [5]. - The recent decision by Takaichi to dissolve the House of Representatives was also criticized as being extremely rash, further complicating the political landscape [5]. Group 2 - Participants emphasized the importance of stability in Japan, stating that both political and economic stability are essential for achieving economic development and social stability [6]. - There is a consensus that the current domestic situation in Japan is severe, and any governing body should prioritize addressing internal issues effectively before pursuing external matters [8].

Core Viewpoint - The report from the Japan National Tourism Organization indicates a significant decline in the number of visitors from mainland China to Japan, attributed to rising tensions in Sino-Japanese relations following controversial remarks by Japanese Prime Minister Suga Yoshihide [1] Group 1: Visitor Statistics - In December of last year, the number of visitors from mainland China to Japan was 330,400, representing a substantial decrease of 45.3% compared to the same period the previous year [1] - The number of visitors from mainland China dropped from 562,600 in November to 715,700 in October of the same year, indicating a clear downward trend [1] Group 2: Economic Impact - Japanese media and experts have noted that the remarks made by Prime Minister Suga have led to ongoing tensions in Sino-Japanese relations, negatively affecting various sectors in Japan, including retail, accommodation, and dining [1] - Japan's largest travel agency, JTB Corporation, forecasts that due to the uncertain outlook for visitors from mainland China, the number of tourists entering Japan in 2026 may decrease by 3% [1]

Group 1 - The report from the Japan National Tourism Organization indicates that the number of visitors from mainland China to Japan in December last year was 330,400, representing a significant decline of 45.3% compared to the same period the previous year [1] - The decline in visitors began after Japanese Prime Minister Fumio Kishida made controversial remarks regarding Taiwan in November last year, with visitor numbers dropping from 562,600 in November to 715,700 in October [1] - Japanese media and experts have noted that the strained Sino-Japanese relations, influenced by Kishida's remarks, have negatively impacted various sectors in Japan, including retail, accommodation, and dining [1] Group 2 - The largest travel agency in Japan, JTB Corporation, has projected that due to the uncertain outlook for visitors from mainland China, the number of tourists entering Japan in 2026 may decrease by 3% [1]

Group 1 - The survey conducted by the American Chamber of Commerce in China indicates that 27% of member companies believe that the China-U.S. relationship will improve by 2026, nearly doubling from the previous year's figure of 14% [2][4] - The percentage of companies that believe the relationship will worsen has decreased by 30 percentage points to 21% compared to the previous year [4] - The survey reflects positive feedback from businesses regarding the efforts of U.S. President Trump and Chinese President Xi Jinping to ease tensions [4] Group 2 - The main concern for American companies operating in China is the slowing economic growth, with 64% citing this issue, while 58% mentioned escalating U.S.-China tensions, a decrease of 5 percentage points from the previous year [6] - The survey included responses from 368 companies across various sectors, including manufacturing, consumer services, and finance, ranging from large corporations like Microsoft and Coca-Cola to small businesses with revenues below $10 million [7] - The political environment for Japanese companies operating in China is becoming increasingly tense, particularly due to recent statements from Japanese Prime Minister Kishi Nobuo regarding Taiwan, which has heightened anxiety among Japanese firms [6]

Core Viewpoint - Over two-thirds of Japanese companies anticipate negative impacts on the economy due to deteriorating Sino-Japanese relations, with nearly half expecting direct effects on their business operations [1] Group 1: Survey Findings - The survey conducted by Nikkei Research from December 24 to January 7 involved 494 Japanese companies, with 237 providing anonymous responses [1] - Approximately 9% of respondents reported that their business has already been affected by the worsening Sino-Japanese relations, while 35% expect to experience some level of impact [1] - About 43% of respondents indicated that the ongoing deterioration of bilateral relations may lead them to reassess their business dealings with China [1] Group 2: Industry-Specific Impacts - A manager from a Japanese railway operator noted that the decline in Chinese tourist numbers is starting to affect hotel occupancy rates and revenue per room [1] - An executive from an electronics manufacturer stated that China's rare earth policies are a "matter of life and death" for the company [1]

Group 1 - Over two-thirds of Japanese companies expect negative impacts on the economy due to deteriorating China-Japan relations, with nearly half reporting direct business impacts [1] - Approximately 9% of surveyed companies have already felt the effects of worsening relations, while 35% anticipate some level of impact [1] - About 43% of respondents are considering reevaluating their business dealings with China due to ongoing tensions [1] Group 2 - Japan's service balance has turned into a deficit of 44.1 billion yen as of November 2025, marking six consecutive months of deficit, with tourism balance showing a significant decline [2] - The tourism surplus in November 2022 was 452.4 billion yen, reflecting a year-on-year decrease of 19%, indicating pressure on Japan's external service trade [2] - The gap between inbound and outbound tourism spending is narrowing, suggesting a decline in foreign tourist spending in Japan [2] Group 3 - The internal structure of the inbound tourism market is changing, contributing to revenue slowdown, with only 562,600 visitors from mainland China in November 2022, a mere 3% increase year-on-year [3] - Visitor numbers from Hong Kong decreased by nearly 9% year-on-year, following a call from China for citizens to exercise caution when traveling to Japan [3] - Major Japanese travel agency JTB predicts a potential decrease in foreign visitors in 2026, primarily due to weakened demand from the Chinese market [3]

Core Viewpoint - The deteriorating Sino-Japanese relations are impacting Japanese businesses, with nearly half of surveyed companies acknowledging the negative effects on their operations [1] Group 1: Survey Results - 31% of the surveyed companies reported that the strained bilateral relations have "an impact" on their business [1] - 17% of the companies indicated that the impact is "small" [1] - Only 12% of the companies, equivalent to 13 firms, stated that there is "no impact" or "almost no impact" [1] Group 2: Industry Concerns - The survey included 114 major Japanese companies, primarily from the transportation, retail, energy, and electrical sectors [1] - Many companies expressed concerns and hope for the Japanese government to adopt a flexible and sustained diplomatic strategy [1]