高市早苗执政一年来,防卫开支持续膨胀,民生投入不足,外交关系紧张,日本面临经济排名下滑与财政压力
文章指出,自高市早苗担任日本首相以来,防卫开支持续膨胀挤占民生资源,僵化对抗外交耗损发展空间。2025年日本提前完成防卫开支占GDP2%目标,2026财年防卫费突破9万亿日元并实现14连增。与此同时,日本GDP将在2027年被印度和英国超越,降至全球第六,政府债务占GDP比重超过200%。高市早苗涉台错误言论及靖国神社参拜导致中日关系僵局,地区紧张局势升级。
AI-generated summary
文章由中国社会科学院日本研究所研究员吴怀中和副研究员陈祥撰写。自高市早苗担任日本首相以来,日本推进再军事化路线,防卫开支持续增长,外交政策趋向僵化对抗。文章引用日本防卫省预算方案、日本央行调查、日本财务省数据及国际货币基金组织《世界经济展望报告》等信息。
持续膨胀的防卫开支不断挤占民生资源,僵化对抗的外交路线进一步耗损发展空间,日本正为“再军事化”付出越来越沉重的经济与社会代价。
自高市早苗担任日本首相以来,日本一步步滑向“新型军国主义”的危险歧途。这不仅引发了国际社会的高度警惕,也让日本国内民众深感不安。持续膨胀的防卫开支不断挤占民生资源,僵化对抗的外交路线进一步耗损发展空间,日本正为“再军事化”付出越来越沉重的经济与社会代价。
高市上台之初曾高调承诺“优先处理高物价问题”,一年来却收效甚微,民生痛点迟迟未解,成为其支持率下滑的重要诱因。日本央行调查显示,超过95%的受访者认为当前物价较上年上涨,近九成受访者预计未来一年仍将上涨。为缓解舆论压力,高市内阁主打“食品消费税减税”方案,计划自2027年4月起,两年内将该税税率从8%降至1%。但减税与过渡期补贴合计每年需要约5万亿日元,资金来源至今悬而未决。在经济增长乏力的背景下,日本财政空间正持续收窄。根据国际货币基金组织最新一期《世界经济展望报告》测算,日本国内生产总值(GDP)将在2027年被印度和英国超越,经济总量排名将由目前的全球第四位降至第六位。另据日本财务省公开数据,日本政府债务规模占GDP比重超过200%,居主要发达国家首位。随着利率进入上行周期,国债利息负担持续攀升,财政可持续性本就面临严峻考验,而不断扩张的防卫开支正在进一步加剧收支矛盾。
与经济萎靡不振、民生投入捉襟见肘形成鲜明对比的,是日本防卫开支不断膨胀的危险动向。高市将扩军备武及“再军事化”作为执政路线重心,此政策偏好正导致民生领域资源不断受挤承压。据日本防卫省公布的预算方案,2025年,日本提前完成防卫开支占GDP 2%的目标,2026财年防卫费突破9万亿日元大关,并实现“14连增”。与此同时,日本正式修改“防卫装备转移三原则”,允许杀伤性武器出口;设立“国家情报局”,强化对外情报收集与军事行动支撑能力;提前修订“安保三文件”,更试图破除“无核三原则”,不断放风进行拥核试探。高市内阁试图以“军工拉动经济”,但相关投入大量流向海外武器采购,仅少数军工企业获利,既无法带动整体经济增长,也会造成创新资源错配,拖累实体经济转型升级。
日本屡屡挑战战后国际秩序,加速推进“再军事化”,也导致其外交陷入窘迫境地。日本与东北亚近邻关系持续紧张。尤为恶劣的是,去年11月高市早苗在国会公然发表涉台错误言论,严重违反中日四个政治文件精神与原则,粗暴干涉中国内政,并在中方严正交涉后拒不撤回,致使中日关系陷入僵局。日本政府解禁杀伤性武器出口、加速西南诸岛军事化等一系列操作,彻底颠覆了日本战后长期坚持的和平外交路线,推高了地区军备竞赛风险。更为危险的是高市的错误历史观,其今年已多次向靖国神社供奉祭品或祭祀费,更在8月15日战败投降日“遥拜”,引发地区国家强烈不满。
日本不断制造地区紧张,执意推进“再军事化”,本质上是在透支国家的未来。历史一再证明,和平发展才是国家长治久安的根本之道。高市若继续押注上述错误历史认知及现实政策,把日本发展前景绑定在政治野心和军事扩张上,最终付出代价的,只会是日本自身的和平稳定与长远发展前景。
(作者分别为中国社会科学院日本研究所研究员、副研究员)
AI outlook — possibilities, not facts
日本防卫费将继续保持增长趋势,财政压力将进一步加大
Likely · Within months
中日关系在短期内难以缓和
Likely · Within months
日本GDP排名可能在2027年被印度和英国超越
Possible · Within years

China's Yunnan Province and Vietnam's Laizhou Province jointly held a ceremony to announce the upgrade of the Jinshuihe (China)-Malutang (Vietnam) highway port to an international port at the China-Vietnam Friendship Bridge in Jinping County, Honghe Hani and Yi Autonomous Prefecture on the 10th. In the first three quarters of 2026, the port's import and export cargo volume was 22,000 tons, with a cargo value of 443 million yuan, and 293,600 entry and exit personnel. It is accelerating its transformation from "channel cargo passing" to "industrial aggregation".

The U.S. Department of Justice has indicted three Iranian-backed operatives, accusing them of planning terrorist attacks at RAF Fairford and across Europe. Iran strongly denied that the United States had withdrawn all bombers stationed at the base.
New members of Israel's 26th Knesset were sworn in and the Knesset held its first meeting. Caretaker Prime Minister Benjamin Netanyahu said Iran was trying to restart the nuclear weapons process and called for the formation of a national unity government. The president authorized Essenkot to form a new government. He faces a 28-day deadline to form a cabinet, but the prospect of forming a cabinet is not optimistic.

Huida CEO Huang Renxun admitted to having an extramarital affair with a Chinese woman Huang Le. Huang Le was suspected of being a Chinese female spy. Her high school photos were exposed on the Chinese Internet, indirectly revealing that her real age is 49 years old, not 42 years old as rumored.

A series of fishing boats caught fire on the Anping Canal in Tainan, sending thick smoke into the sky and affecting nearby ships. Firefighters dispatched 19 vehicles, 46 people, and coast guard boats to attack by land and water. At 8:25, the fire was fully controlled. There were no casualties. The cause of the fire and the damage are still under investigation.
Japan's ruling Liberal Democratic Party and its governing partner, the Japan Reform Association, held their first working-level consultation on the 10th to discuss the revision of the "Three Security Documents", which mainly involved issues such as the positioning of the "Three Non-nuclear Principles", the introduction of nuclear-powered submarines, and new defense spending targets. The Japanese government also plans to improve its “denial power” and prioritize artificial intelligence. Wei Dongxu, a Taiwanese military observer, pointed out that Japan is trying to introduce US military nuclear weapons through exceptions and promote "nuclear sharing". It is also seeking to equip attack nuclear submarines and use new technologies to strengthen comprehensive offensive capabilities. These military actions may intensify regional camp confrontation and threaten regional peace and stability.