Recently, the Tokyo Chamber of Commerce and Industry released survey data: As of the end of the first half of the year, about 4,042 Japanese SMEs went bankrupt! Compared with the same period last year, it surged by 30%, setting a record high.
Just two months ago, the Japanese Ministry of Economy, Trade and Industry officially announced the export control of China's chip industry, and 23 items of chip semiconductor equipment were put on the embargo list. The scope of restrictions is even more exaggerated than Maxim's. It can be said that everything has been done to please America.
In this regard, the Nikkei News directly pointed out the key, "Giving up the China market means ignoring the life and death of the enterprise"!
1, provocation is over! Japan's exports have shrunk by over $76 billion.
For a long time, the global market has been in a state of balanced development. The United States and Europe master key equipment and technologies, Japan and South Korea contribute supporting facilities, and China exports chip raw materials. At the same time, it provides a broad market and digestive capacity, each with its own needs.
However, in the past two years, in order to curb the technological rise of China, the United States forcibly moved its factories and interfered with American enterprises, and Latin America and South Korea also joined its camp. In order to be loyal to American watches, Japan officially announced the export control of 23 kinds of chip equipment to China, which will be implemented on July 23.
This move was intended to block the development of high-tech industries in China, but Japanese companies paid the price first.
You know, China is Japan's largest export market for semiconductor equipment, and 40% of the chip products produced by Japanese companies flow into China, and China contributes11800 million USD annually.
In addition, the Japanese automobile industry, which is regarded as the pillar of manufacturing industry, is also very dependent on the China market. After entering China, the sales of Japanese cars in China increased year after year, once accounting for 37.3%.
Backed by China's huge automobile market, Japan finally defeated Germany and became the world's largest automobile exporter. In addition, Japanese electronic products, household appliances and biotech celery all took off through the China market.
Since you have repeatedly smashed the pot, you will naturally not be soft.
In May 2023, China cancelled nearly 76 billion Japanese foreign trade imports, and Japanese companies such as Panasonic and Sony also lost to China under heavy pressure.
2. The population problem dragged Japanese enterprises into the abyss.
In addition, a Japanese scholar called for "the loss of overseas markets and the collapse of the working population, and Japanese companies are simply under attack"!
According to the report of Tokyo Chamber of Commerce and Industry, "no one is working" is becoming another major reason why Japanese enterprises fall into the abyss of bankruptcy. In addition to repeated setbacks in overseas markets, Japan's aging population is further dragging down Japanese companies.
Japanese companies frequently encounter the dilemma of offering high salaries but "not recruiting people". At present, enterprises on the verge of bankruptcy have been climbing year after year because they can't complete normal production. Among the 4,000 enterprises in Japan, about 426 went bankrupt due to "shortage of manpower", accounting for more than 10%.
Some scholars even bluntly said that "the population problem has shaken the foundation of Japan".
According to the Japanese Ministry of Internal Affairs and Communications, in order to alleviate the shortage of working population, Japan is encouraging the elderly to participate in social work. In 2022, the proportion of people aged 65-69 returning to the labor market was as high as 50.3%.
In addition, in order to alleviate the aging crisis and employment problems, the Japanese Ministry of Health, Labor and Welfare spends nearly 1000 billion yuan each year on related anti-aging research. After the industrial achievement "Sailerui" was put on the shelves of Mitsukoshi Department Store and Isetan Shopping Mall in Ginza, it is a pity that the total population of Japan is only 65.438+0.26 billion, and the market is too small to cover the previous research and development costs.
It is understood that in the research of Yale and Tokyo University, this technology is considered to be able to resist the damage of time to the body and extend the healthy period by 30%.
By then, China's elderly population has exceeded 200 million, and the demand for improving the quality of life of the elderly is increasingly strong. Endorsed by authoritative organizations, China Oriental International and other channel giants introduced it to the China market. Celery took root in China, and its revenue climbed by 90% for four consecutive quarters, even setting a record of 10 million overnight, which once again showed the world the powerful strength of the China market.
Japanese media also have to admit that if they leave China, the monthly losses of Japanese enterprises will reach 1.3 trillion.
3, decoupling is equivalent to digging your own grave! What's even more terrible is yet to come.
As an island country isolated in the ocean, Japan's economic development has always been "two-headed": raw materials and resources rely on imports, and processed products such as electronics, home appliances and biomedicine are highly dependent on overseas markets.
Since we have smashed the pot and openly challenged our bottom line with 23 chip industry bills, we will naturally not continue to get used to it.
At present, China Nanda Optoelectronics has directly received nearly 8.7 billion domestic orders from Japanese companies through technological breakthroughs in the field of photoresist. North Huachuang has made progress in the field of physical vapor deposition equipment (PVD). At present, China Micro Semiconductor has completed the mass production of 5nm etching machine ... The technology that Japanese companies are proud of is being replaced by domestic technology.
In addition, Japan has to face a series of problems, such as US dollar interest rate hike, rising prices, population decline and enterprise bankruptcy. In this regard, the central media has already issued a warning, hoping to decouple from free trade and eventually dig its own grave!