Media Jepang melaporkan bahwa daftar pengendalian dan pengawasan China terkait dengan hampir 10,000 perusahaan Jepang, para ahli: dampak negatif pengendalian ekspor terhadap Jepang mungkin akan terus meluas

【环球时报特约记者 王辉 环球时报记者 唐亚】China’s Ministry of Commerce listed 20 Japanese entities on the export control list and 20 on the watch list on February 24, causing increasing concern across Japan. According to data from Tokyo Shoko Research on the 12th, the 20 entities on the control list are connected to 9,538 domestic business partners, while the 20 entities on the watch list have 39,004 domestic partners, raising fears of broader impacts.

Tokyo Shoko Research analyzed the domestic business partners of all listed entities, excluding Kawasaki Heavy Industries Aerospace Systems, from a database of approximately 4.4 million companies, categorizing them into direct and indirect partners. Among the entities on the control list, 92.7% are non-listed companies, and 87.2% have a registered capital of over 10 million yen (about 43,000 RMB), indicating a high proportion of large enterprises. The watch list includes well-known entities such as Subaru, InnoSense, and Mitsubishi Materials, with an even larger number of business partners.

Tokyo Shoko Research stated that the possibility of China taking additional measures in the future cannot be completely ruled out. Currently, it is difficult to predict the specific extent of impacts on supply chains and commercial channels, and further confirmation is needed.

According to a report on the Japanese “SPA! Daily” website on the 12th, the number of Chinese tourists visiting Japan in January decreased by 60% year-on-year, impacting the performance of Japanese department stores. Although tourists from other countries and regions partially compensated for the decline, Chinese tourists’ high consumption and significant impact on inbound spending in Japan remain critical.

It was reported that by 2025, Chinese tourists’ total expenditure in Japan will reach 2 trillion yen, making them the largest group and a vital part of Japan’s inbound consumption. Due to the sharp decline in tourists, several well-known Japanese department stores saw a drop in duty-free sales in February: Takashimaya decreased by 13%, Daimaru Matsuzakaya by 16%, and Hankyu Department Store by 20%. Sales related to Chinese tourists fell by approximately 60%.

Chen Yang, a visiting researcher at the Japan Research Center of Liaoning University, told Global Times on the 12th that these two pieces of news are not isolated. They reflect subtle changes in China-Japan economic and trade relations and also pose a dual challenge to Japan’s supply chain and consumer market. The impacts are gradually penetrating multiple levels of Japanese industry.

Chen Yang said that Japan’s current economic uncertainty is still rising. The negative effects of export controls may further expand through supply chain transmission, and the sharp decline in Chinese tourists could continue to affect related industries such as hotels and restaurants.

Chen Yang believes that for Japan, it is crucial to face the serious consequences of its “re-militarization” and nuclear ambitions, restore mutual trust between China and Japan, and optimize industrial structure and market layout to resolve the current difficulties. He stated, “As important economic and trade partners, any actions by Japan that ignore cooperation and unilaterally pursue dangerous strategies will ultimately backfire on its own economic development.”