A research report analyzing the impact of structural changes in the Chinese economy on the Japanese economy.
This research conducts comprehensive analysis of how structural changes in the Chinese economy, including growth model transformation, industrial structure sophistication, and transition to consumption-driven economy, affect Japan's trade, investment, and supply chains. Particularly, important policy and industrial trends including China's "dual circulation" policy, manufacturing digitalization, and service sector expansion are examined in detail for their impacts on Japanese corporate business strategies.
Regarding trade relationship changes, analysis is conducted on impacts on Japanese capital goods and intermediate goods exports due to changes in China's import structure, and competitive relationship changes due to Chinese companies' technological capability improvements, with quantitative evaluation of trade trend changes by item and industry. Additionally, specific analysis is provided on opportunities and challenges for Japanese consumer goods exports from China's domestic demand expansion policies.
For investment environment changes, detailed analysis is conducted on impacts of changes in China's foreign investment policies, regulatory strengthening trends, and technology transfer requirement changes on Japanese companies' China investment strategies, examining industry-specific investment environment evaluations and future investment strategy directions.
Regarding supply chain impacts, analysis is conducted on changes in traditional division of labor structures due to Chinese manufacturing advancement and necessity for Japanese companies' supply chain reconstruction, highlighting the importance of strategies balancing risk diversification and cost efficiency.
From technological competition perspectives, analysis is conducted on impacts of China's technological innovation policies, R&D investment expansion, and human resource development strengthening on Japan-China technological competition, emphasizing the importance of maintaining Japan's technological advantages and international cooperation.
The article concludes that appropriate understanding of Chinese economic structural changes and strategic responses considering both risks and opportunities are essential for sustainable development of the Japanese economy.