日本经济与中日经贸关系研究报告（2025）

本报告对日本宏观经济运行情况、日本经济政策重点方面以及日本经济走向进行系统分析与展望。2024年，日本经济呈现复苏趋势，但步伐较为缓慢。受通货膨胀因素的影响，2024年日本名义GDP超过600万亿日元，达到有统计以来的最高值，但实际GDP增长率仍然较低，保持超低速增长状态。就业环境改善促进消费复苏，与半导体、节省人力相关的企业设备投资需求也在增加，但出于对物价上涨的强烈警惕，内需仍处于弱势水平；日元贬值带动出口增长，受益于海外投资收益和入境游客消费增长，经常收支顺差显著扩大；日本央行对货币政策做出重大调整，历时八年的负利率时代宣告结束。在经历政权更迭后，日本新任石破茂政府出台任期内首个经济刺激计划，强调向“成长型”经济过渡，增加全体国民的工资和收入，促进地方经济振兴，重点扶持半导体、生成式人工智能产业的发展。继2023年日本名义GDP规模被德国超过之后，2024年日本名义GDP规模仍小于德国，为世界第四大经济体。展望日本经济走势，从短期来看，日本经济将会继续维持复苏基调，但面临较大的不确定性；从中长期来看，日本经济社会的深层次结构性问题仍难解决，日本政府也在尝试进行适应性调整，可以预见日本将在较长时期内处于一个结构性问题深化和适应性调整并行的状态。

本报告以“世界经济格局变化下的日本经济”为主题，设有“总报告”“分报告”“世界经济格局变化下的日本经济”三个栏目。全书以总报告为基础，对日本财政、金融、产业以及对外经济关系的动态变化、存在问题、未来走势进行全方位分析与展望，并重点探讨中日经贸合作面临的新机遇和新挑战。同时，在复杂演变的世界经济格局下，日本经济各方面也在不断做出调整，呈现新的趋势。基于此，本报告对日本经济转型的新特征与新趋势、日本与东亚经贸结构变化、日本蓄电池矿产供应链安全问题、日本发展生物经济的战略动向与实现路径、日本绿色金融的发展与问题、日本生成式人工智能产业的现状与趋势、日本预算绩效管理改革的动向与特点、日本房地产市场升温的原因及可持续性、日美半导体合作的动向及影响、日本高质量基础设施合作伙伴关系战略在东南亚的新进展及其影响、全球南方视域下日本对非洲经济外交转型等课题进行了具体、深入的探讨，以期为相关领域的政策制定提供参考，并为相关学术研究提供新视角和新思路。

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总报告

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分报告

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书名：	日本经济与中日经贸关系研究报告（2025）
英文名：	ANNUAL REPORT ON JAPANESE ECONOMY AND SINO-JAPANESE ECONOMIC & TRADE RELATIONS （2025）
作者：	全国日本经济学会中国社会科学院日本研究所组织编写; 闫坤主编; 李清如副主编
I S B N：	978-7-5228-5899-9
丛书名：
关键词：
出版时间：	2025年09月