2022年， 日野汽车曝出引擎尾气排放以及油耗数据造假丑闻。 据央视财经， 日本防卫省12月26日作出停止川崎重工业公司参与招标的处分，为期两个半月。 川崎重工业公司当天发布对该公司篡改船舶用发 动机测试数据的补充报告。报告承认， 该公司为日本海上自卫队制造的潜水艇发动机也存在篡改燃油效率数据的情况 。 川崎重工业公司表 示，将采取措施防止发生类似不当行为。2024年8月，川崎重工业公司承认该公司存在篡改船舶用发动机测试数据的不当行为， 涉及的船 舶用发动机总数达673台 。 近年来， 日本企业造假丑闻层出不穷，涉及汽车、钢铁、造船、化工等诸多领域，引发对"日本制造"的广泛信任危机。 2017年， 日本钢铁企业神户制钢所承认，旗下业务部门通过篡改产品出厂数据，将大量未达标产品冒充合格产品出售。 这些不合格产品供 应给了汽车、铁路、航空航天、军工等行业，引发轩然大波。随后神户制钢所又承认，集团下属的多家子公司、一线工厂都存在篡改、瞒 报、捏造质检数据的情况。受问题产品影响的企业达到数百家。 2021年，多家媒体披露， 日本三菱电机设在长崎的一家工厂没有完全按照用户要求检验产品，长期伪造检验数据 ，这种做法最早可 ...

关闭撤离与加码投资这看似矛盾的市场行为，反映出日企在华布局呈现出"高端留、低端撤"的结构性调 整路线：从传统制造业和低附加值领域加速撤离的同时，加速在新能源、智能制造、医疗健康等高科技 领域持续加码投资，抢占更多未来产业高地。 选择性战略收缩 根据最新的数据，2025年前十个月，日系车在华份额仅剩10.8%，与巅峰时期相比跌幅超过一半，而同 期中国自主品牌则飙升至58.3%。 在家电市场，海尔、美的等国产品牌已占据72%的市场份额，而日系品牌总和不到8%。这些数据背 后，是日系产品在中国市场的急剧萎缩。 在消费电子市场，索尼Xperia手机业务已于11月退出中国市场；夏普在今年也下架多款手机产品，进一 步收缩在华消费电子业务；12月，佳能中山工厂关闭，员工从最多时的上万人缩减至1400多人；奥林巴 斯早在2018年就关闭了深圳工厂，数码相机被智能手机平替；东芝则在2018年将电视品牌授权出售，基 本等同于撤离，三洋、NEC等品牌甚至被中国企业收购。 此前，三菱汽车7月终止了与沈阳航天的发动机合资业务，彻底退出中国汽车市场。美伊娜多2月全面撤 出中国化妆品市场；饮料巨头养乐多也于2024年底关闭上海工厂，并解散 ...

Core Insights - Japan is significantly adjusting its security policy, increasing defense budgets, and relaxing weapon export restrictions, aiming for a breakthrough in military capabilities [2][7] - The credibility of Japanese manufacturing is declining, with numerous scandals affecting major companies, leading to a loss of the once-revered "craftsmanship spirit" [3][4] - Japan's manufacturing sector is facing structural challenges, including a significant decline in its global manufacturing value added share over the past 20 years [3][4] Group 1: Defense and Security - Japan's Defense Minister announced the deployment of medium-range air defense missiles on Yonaguni Island, just 110 kilometers from Taiwan, and is negotiating the export of air defense missiles to the Philippines [1] - The push for enhanced defense capabilities is criticized for lacking domestic industrial support, as exemplified by scandals at Kawasaki Heavy Industries, which has admitted to long-term, large-scale fraudulent transactions [2] Group 2: Manufacturing Sector Challenges - Major Japanese manufacturers, including Toyota and Kobe Steel, have faced scandals involving data manipulation and quality issues, undermining their reputations [3] - The traditional manufacturing sector in Japan is experiencing a significant decline, with a structural lag in digitalization and new energy transitions [4] Group 3: Automotive Industry - Japanese automakers are struggling to adapt to the electric and smart vehicle market, with a slow transition to electric vehicles due to a defensive strategy focused on existing fuel vehicle supply chains [4] - The aging population and declining birth rates in Japan are contributing to a shortage of talent in advanced technology fields, further hindering innovation [4] Group 4: External Economic Pressures - Japan's exports to the U.S. fell by 3.1% in October, with significant declines in automotive (7.5%), semiconductor manufacturing equipment (49.6%), and pharmaceuticals (30.8%) [5][6] - The decline in exports reflects both U.S. tariff pressures and a weakening position of Japanese manufacturing in global competition [6] Group 5: Structural Issues - The decline of Japanese manufacturing is attributed to an aging manufacturing system, rigid governance, and technological stagnation, indicating a structural crisis rather than isolated corporate issues [7] - Attempts to shift focus to military issues as a means to cover economic and technological stagnation may exacerbate internal social divisions and regional instability [7]