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cover of episode Calibrating China Ties – Japan

Calibrating China Ties – Japan

2025/6/12
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China in the World

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Akira Igata
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Ayumi Teraoka
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Akira Igata: 我认为日本经济与中国深度融合,中国是日本最大的贸易伙伴。虽然经济上依赖中国,但近年来日本面临来自中国的经济胁迫,例如稀土出口限制。因此,日本正在加强经济安全,以应对来自中国的风险,同时努力平衡经济繁荣和国家安全,防止任何损害日本政府安全的情况发生。我认为在高科技产业领域,日本政府加强干预,迫使企业寻找其他非中国合作伙伴。然而,在政府难以干预的领域,企业可能会继续与中国进行贸易和投资,但需要评估与中国相关的各种风险。 Ayumi Teraoka: 我认为日本遭受经济胁迫促使其寻求与其他伙伴合作,以实现多元化并减少对中国的依赖。日本与澳大利亚的关系是寻求中国以外伙伴关系的一个突出例子,这也有助于安全利益。我认为日本是应对中国经济胁迫的先驱。由于美国削弱了世界贸易组织的信誉,北京可能更不愿意遵守世界贸易组织的规则,北京可能更愿意接受指责,并更明确地实施制裁。

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Japan's economy is heavily reliant on trade with China, but this relationship is strained by China's economic coercion, including restrictions on exports of rare earth materials and other critical minerals. This has prompted Japan to strengthen its economic security policies to mitigate these risks.
  • 20% of Japanese trade is with China
  • China is Japan's biggest trading partner, and Japan is China's second biggest
  • China's restriction of exports of critical minerals like gallium, germanium, and graphite impacts Japanese industry
  • Japan is strengthening its economic security to deal with risks from China

Shownotes Transcript

In this episode, Ian Chong, a nonresident scholar with Carnegie China, discusses how Japan seeks to navigate its complex economic and security ties with the People’s Republic of China. Japan’s economy has become deeply integrated with that of the PRC over decades of globalization and cooperation remains important, but mounting concerns about coercion, pressure, and tension over regional territorial disputes are currently driving a more cautious Japanese approach.

Joining Ian are two specialists on Japan. Akira Igata is a project lecturer at the Economic Security Intelligence Lab, Research Center for Advanced Science and Technology at the University of Tokyo. Ayumi Teraoka is a fellow with the Columbia-Harvard China and the World Program and an incoming assistant professor at the Brandeis University.