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总结
据英国《金融时报》等报道，中国宣布对日本实施面向军事用途的出口禁令/管制，涉及部分稀土及其他两用物项，并将措施与日本政界人士就台湾问题的表态相联系。此举被视为在台湾相关争议下加码对日施压，可能影响日本防务采购与相关供应链预期，并加剧中日外交与地区安全紧张。同期亦有报道称中国旅行限制等因素对日本免税消费带来冲击。
正文
China imposes export ban targeting Japan's military in Taiwan dispute Financial Times China bans certain rare earths and other exports to Japan for military purposes over Takaichi's comments CNN China Ramps Up Dispute With Japan The Wall Street Journal China Slaps Export Controls on Japan Military for Taiwan Remarks Bloomberg.com China travel curbs hit Japan duty-free sales in December The Japan Times
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