June 9, 2025, 5:56 a.m.

商业

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依赖中国市场的日本公司股价下滑

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在中国网民针对日本福岛核废水排放计划发起抵制行动后,依赖中国市场的日本公司股价下滑。

彭博社星期一(8月28日)报道,总部位于东京的化妆品公司资生堂,其股价一度下跌3.3%,跌至5个月低点。据彭博汇编的数据,资生堂来自中国的收入占总收入的30%。Pola Orbis和高丝等资生堂的对手股价也下跌。百货公司高岛屋的跌幅超过5%,鞋类零售商ABC-Mart跌逾3%。

福岛第一核电站上星期四(8月24日)开始把经处理的核废水排放入太平洋,引发日本国内及周边国家,包括中国、韩国等强烈抗议。其中,中国宣布全面暂停日本水产品进口。

对日本的不满情绪还延烧到一般民众和企业。在中国社交媒体上,充斥着民众表示要抵制日本品牌的帖子。

根据彭博社,其中一篇微博帖子列出了数十个避免购买的日本品牌,当中包括资生堂、松下、优衣库、三菱、Aeon和野村。该帖子自上星期四发布以来,已获得超过1万个点赞次数。

有网民在微博上评论:“别说海鲜了,化妆品也不买日本的了......我不会碰任何可能被水源污染的东西。”

尽管网上出现抵制声浪,一些分析人士认为,中国民众对日本产品的需求将在一段时间后恢复,特别是当外汇变动使这些商品对中国消费者来说,变得更加便宜时。

盛宝资本市场市场策略师查纳纳(Charu Chanana)分析说:“日本产品深受中国游客追捧,日元疲软只会让它们更具吸引力。”

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