日本旅遊業暢旺快速帶動住宿供給
Japan's Booming Tourism Industry Rapidly Boosts Accommodation Supply

海擇短評 Haize Comment：

根據東京商工研究中心(東京商工リサーチ)與帝國資料庫(帝国データバンク)近期的研究報告，隨著日本旅遊業快速發展，日本的住宿行業已快速騰飛，供給正在快速增加中。除了2023年日本的住宿業新設法人數量暴增，2024年預計投入住宿的資本支出也在全行業佔比最高，單一項目金額亦為最大。可以看見一個新的泡沫正在快速繁榮，而且目前遠遠還見不到頂。

根據相關數據，由於日本國內旅遊和入境旅遊的強勁表現，2023年日本的旅遊和住宿業法人(企業機構)數量已迅速增加。2023年新成立的住宿業法人(新設法人)為1,040家，比上年增長47%。這是四年來首次突破1,000家，處於歷史第三高；歷史第一、第二高分別發生在2019年(1,144家)、2018年(1,056家)。以行政區來看，東京都的新設法人數量最多，為296 家，其次是大阪(116家)、北海道(55家)、長野(52家)與沖繩(49家)，研究樣本覆蓋全日本約400萬家企業。

而就2024年來看，經調查在日本具有投資能力的27,052家企業，由於成本高昂和勞動力短缺，計畫進行資本投資的企業數在四年間首次下降，為58.7%。值得注意的是，在2024財年進行與計畫進行資本投資的企業中，有82.4%選擇投資"旅館和酒店"，是全行業最高也是唯一超過80%的領域，並比所有行業的平均數高出24%；此外，"旅館和酒店"領域的平均計畫資本投資額為1.9億日元，比整體平均數(1.3億日元)高出53%。可見在通膨影響經濟發展的當前日本，作為遊客剛需的住宿業，是全行業的最高共識。

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According to recent reports by Tokyo Shoko Research and Teikoku Databank, Japan's rapidly growing tourism industry has led to a swift rise in the accommodation sector. In 2023, the number of new accommodation businesses surged, and capital expenditure for accommodation is expected to be the highest in the industry in 2024, with the largest single project investments. A new bubble is rapidly forming, and there is no end in sight yet.

According to relevant data, driven by strong domestic and inbound tourism, the number of tourism and accommodation businesses in Japan rapidly increased in 2023. The number of new accommodation businesses (new corporations) reached 1,040, a 47% increase from the previous year. This is the first time in four years it has exceeded 1,000, ranking third highest in history, following 1,144 in 2019 and 1,056 in 2018. By administrative region, Tokyo had the most new corporations at 296, followed by Osaka (116), Hokkaido (55), Nagano (52), and Okinawa (49). The study covered about 4 million companies across Japan.

In 2024, among 27,052 surveyed companies in Japan with investment capabilities, the number planning capital investments dropped for the first time in four years to 58.7%, due to high costs and labor shortages. Notably, 82.4% of these companies chose to invest in "hotels and inns," the highest across all sectors and the only one exceeding 80%, 24% higher than the average for all sectors. Additionally, the average planned investment in "hotels and inns" was ¥190 million, 53% higher than the overall average of ¥130 million. This shows that in the current inflation-affected economy, the accommodation industry is seen as a top priority. 

標籤 Label： Japan  Tourism  Accommodation  Hotel  Investment