根据总务省的数据，2023年和2024年日本家庭实际月均消费已连续两年下降。专家表示，在物价持续上 涨、实际工资持续下降背景下，很难期待实际消费增加。 （文章来源：新华财经） 数据显示，10月，日本2人以上家庭月平均消费支出为30.69万日元（1美元约合155日元），名义上同比 微增0.3%，扣除物价因素后的实际消费意外同比大降3%。这一结果远超业内预期。日本金融数据公司 QUICK此前曾预计10月消费同比增长1%。 从环比数据来看，经过调整的实际消费数据比上月下降3.5%，环比降幅进一步扩大。 从实际支出来看，十个消费大类中食品、居住、电气水费、交通通信等七个类别的开支呈现同比减少， 教育、医疗保健、服装类开支增加。其中，对当月消费开支下降影响最大的拖累因素为汽车消费，由于 消费者转向购买微型车和二手车，汽车消费同比大幅减少9.3%。同时，用户将手机套餐调整为更低价 套餐的势头仍在持续，手机通讯费连续4个月同比下降。 新华财经东京12月5日电（记者刘春燕）日本总务省5日公布的调查结果显示，由于物价持续上涨，工薪 家庭收入涨幅追不上物价涨幅，去除物价因素后日本实际家庭消费连续2个月环比下滑。 ...

Core Points - The ruling coalition of the Liberal Democratic Party (LDP) and Komeito failed to secure a majority in the recent Japanese Senate elections, marking the first time since the LDP's establishment in 1955 that it has lost majority seats in both houses simultaneously [1][3] - Prime Minister Shigeru Ishiba stated he would continue to serve despite the coalition's losses, indicating a commitment to his role [1][6] - Analysts attribute the coalition's defeat to public dissatisfaction with rising prices, ineffective policy responses, and an aging image of traditional parties, revealing deeper crises in policy response and public communication [3][4] Election Results - The ruling coalition obtained a total of 47 seats, falling short of the 50-seat majority target [3] - The coalition's loss in the Senate follows a previous failure to secure a majority in the House of Representatives, officially transitioning to a minority government [3] Public Sentiment - Ishiba's cabinet support rate has dropped to 20.8%, the lowest since he took office, with over 40% of respondents citing a lack of leadership and policy failures as reasons for their discontent [4][6] - The decline in real wages, which fell by 2.9% year-on-year, has significantly reduced household purchasing power, leading to increased public frustration [3] Political Landscape - The absence of a mandatory re-election process for the Prime Minister in the Senate allows Ishiba to remain in power despite the losses [7] - The fragmented opposition parties are unlikely to unite quickly to propose a no-confidence motion against Ishiba, allowing him to potentially stay in office for the short term [7] Trade Negotiations - The ongoing U.S.-Japan trade negotiations are critical, with U.S. President Trump pressuring Japan for potential tariffs, which complicates the political situation for Ishiba [9] - Analysts express concerns about Japan's bargaining power being weakened due to the coalition's diminished status, complicating negotiations on tariffs in key sectors like agriculture and automobiles [9][10] Future Challenges - The ruling coalition will face significant challenges in the upcoming extraordinary Diet session, where it must secure support for the 2025 supplementary budget addressing price measures and U.S. tariff responses [10]