Since the end of the Cold War, Japan has kept a relatively low profile on the Taiwan issue, but the strategic competition between China and Japan has become more and more pronounced in recent years due to domestic and foreign factors such as the intensification of strategic competition among major powers, U.S. multilateral containment of China, the resurgence of Cold War thinking, and the orientation of Japan’s national development strategy. Driven by geopolitical interests, Japan’s Taiwan-related policies have seen significant adjustments. In view of its national development strategy, Japan has been continually making moves on the Taiwan issue for some time now, forcefully intervening in the Taiwan issue in the realms of diplomacy and defense. The Democratic Progressive Party (DPP) authorities in Taiwan, meanwhile, are also trying to confront the mainland with external forces such as the United States and Japan, and with Japan’s so-called pro-Taiwan stance, Taiwan and Japan have formed ever-closer ties.
冷战结束以来,日本在台湾问题上一直相对低调,但受近年来大国战略竞争激化、美国对华多边遏制、冷战思维沉渣泛起以及日本国家发展战略导向等国内外因素影响,中日间战略竞争一面愈加凸显。在地缘政治利益党的驱动下,日本涉台政策出现明显调整。从国家发展战略角度出发,一段时期以来日本在台湾问题上动作不断,在外交与军事防卫领域强力干预台湾问题,而台湾民进当局也企图借助美日等外部力量对抗大陆,面对日本所谓“挺台”立场,台日关系进一步紧密勾连。
I. Japan’s Taiwan-Related Policy: Basic strategy and changes in perception
一、日本涉台政策的认知变化及基本策略
The adjustment of Japan’s Taiwan-related policies is closely related to its strategic perception of China. Since the beginning of the twenty-first century, Japan’s perception of China “has been slow to shift, leading to a mismatch between facts and perceptions.”1 As geopolitics in the Taiwan Strait region changes amid the strategic competition between China and the United States, Japan’s perceptions of the Taiwan issue and Taiwan-related policies have also changed significantly, mainly in the following three respects.
日本涉台政策的调整与对华战略认知密切相关,进入21世纪以来,日本对中国的认知“转换相对落后,从而导致事实与认知之间的错位”。中美战略竞争博弈开始之后,随着台海地区地缘政治的变化,日本在台湾问题及涉台政策认知上也出现明显变化,主要体现在以下三个方面:
(1) Japan’s willingness to involve itself in the Taiwan Strait situation has strengthened as Japanese politics increasingly shifts rightward due to domestic and foreign factors.
(一)受国内外因素影响日本政坛不断右倾化使其介入台海局势的意愿加强
Geopolitical factors have made Japan particularly sensitive to changes in the military situation around it. Japan’s strategic perception of China has continued to grow more complicated and negative, due to factors such as China’s growing comprehensive national power, the accelerating shift in relative power between China and Japan, and the intensifying competition between China and the United States. A rightward trend in Japanese politics has gradually emerged, and the anti-China, right-wing thinking that trumpets the “China Threat Theory” has gradually come to dominate public opinion. China’s GDP officially surpassed Japan’s in 2010, and in 2020 China’s total GDP reached three times that of Japan. The great rejuvenation of the Chinese nation is gathering pace, and the process of achieving complete reunification is also accelerating. The Japanese government and media are extremely reluctant to admit that China has become stronger than Japan, and in Japanese society, the “China Opportunity Theory” has been completely supplanted by the “China Threat Theory,” with Japanese public opinion on China moving from divergence to consensus. Japan’s attitude toward China is based on the perception that China is “unilaterally changing the status quo through strength,” which has led to the one-sided belief that China is a “strategic competitor” that is challenging the existing international and regional order.2 The rise of China’s comprehensive national power and the modernization of its military in recent years have also triggered collective anxiety in Japan, with Japan’s 2022 Diplomatic Bluebook declaring that China produces “strong security concerns for the region, including Japan, and among the international community.” The Bluebook, for the first time, claimed that the world “is entering an era of competition between the United States and China as well as competition among nations, shifting from the era in which the U.S. exerted its leadership … to support the stability and prosperity of the international community through its overwhelming political, economic, and military power.”3 In the face of a rising China, there is growing concern in Japan about the “security dilemma,” and “joining with the United States to contain China” has become a strategic choice for Japan’s policy toward China. Japan judged that after taking office, U.S. president Joseph Biden would further pursue the Obama-era “pivot to Asia” strategy, and that with the focus of U.S. diplomatic and security strategy shifting to the Indo-Pacific, competition between China and the United States had emerged as a long-term trend. In terms of China policy, former Japanese prime minister Shinzo Abe unabashedly claimed that “Asia, including Japan, has become the front line in the confrontation between China and the United States. Japan’s China policy must embrace awareness of, and mental preparedness for, the fact that the Indo-Pacific region has become the front line, and focus on foreign relations and security.”4 The change in Japan’s strategic perception of China is directly reflected in the Taiwan issue and Japan’s Taiwan-related policies. Domestically, Japanese rightists have repeatedly propagated the notion that “cross-Strait reunification will lead to a drastic deterioration of Japan’s strategic outlook,” exaggerating the “threat” to Japan of China’s reunification and fomenting a sense of insecurity among the public. Japanese public sentiment has “shift[ed] away from concerns about rearming to growing alarm over China’s military assertiveness in Asia, particularly toward Taiwan.”5
地缘政治因素促使日本对周边军事形势的变化特别敏感,随着中国综合国力与日俱增、中日权力转移加速及中美战略竞争强化等因素影响,日本对华战略认知持续倾向复杂化与负面化,日本政坛右倾化趋势渐显,宣扬“中国威胁论”的反华右翼思潮逐渐占据舆论主流。2010年中国GDP正式超越日本,2020年中国GDP总量达到日本的3倍,中华民族伟大复兴步伐的加快,实现完全统一的进程也在加速。日本政府和媒体极不愿承认中国比日本强大这一现实,日本社会的“中国机遇论”彻底被“中国威胁论”所取代,日本对华舆论也从分裂趋向统一,日本对华态度基于“以实力单方面改变现状的”认知逻辑,片面认为中国是挑战现有国际与地区秩序的“战略竞争对手”。而近年来中国综合国力崛起与中国军队现代化建设也引发日本集体焦虑,日本2022年《外交蓝皮书》宣称,中国引起了“包括日本在内的地区及国际社会的强烈安全关切”,蓝皮书首次分析称,世界“从美国发挥主导力、支撑国际社会稳定与繁荣的时代,正式进入了中美竞争、国家间竞争的时代”。日本面对一个崛起中国的“安全困境”忧虑不断上升,“联美制华”成为了日本对华政策的战略选择,日本判断拜登上台后将深化奥巴马时期的“重返亚洲”战略,美国外交及安保战略重心转向印太地区,中美战略竞争已呈现出长期的发展趋势。在对华政策上,日本前首相安倍晋三毫不掩饰地声称,“包括日本在内的亚洲地区已成为中美对立的最前线,日本的对华政策须要抱持印太地区已成为前线的认识及心理准备,致力于外交与安保政策”。日本对华战略认知的变化直接映射在台湾问题及涉台政策上。日本右派不断在国内炒作所谓“两岸统一将导致日本战略前景大幅恶化”,渲染中国统一对日本的“威胁”,煽动民众的不安全感,日本公众情感“已从担忧重新武装转变为愈益惊恐中国在亚洲的军事伸张,特别是对台湾的动作”。
(2) Japan is attempting to link the situation in the Taiwan Strait to its own national security.
(二)日本企图将台海局势与本国的国家安全挂钩
Japan usually considers the Taiwan issue within the framework of Japan’s overall national security and interests. Its colonial mentality and concern about maritime security corridors have given Japan an almost obsessive-compulsive sensitivity to the Taiwan Strait. There have been persistent voices in Japan maintaining that if something untoward happens in Taiwan, it will inevitably affect the security of Okinawa, so Japan must intervene in the Taiwan issue, preferably bringing in external forces such as Europe and the United States. Japan has deliberately taken a Taiwan Strait crisis as a reasonable excuse for it to intervene. In interviews with foreign media, former Japanese defense minister Nobuo Kishi constantly emphasized the imbalance in military power between the two sides of the Taiwan Strait, saying that as (mainland) China strengthened its military power, the balance had increasingly swung in its favor, with the gap widening year after year. He repeatedly claimed that “the mainland’s military expansion is encircling Taiwan” and that “the international community should be more concerned about ‘Taiwan’s survival.’”6 Former deputy prime minister and finance minister Taro Aso similarly claimed that if (mainland) China “invades” Taiwan, the Japanese government would consider it a “threat to Japan’s survival” under the country’s security legislation, which would allow it to exercise a limited right of collective self-defense, and that the United States and Japan would defend Taiwan together.7 In June 2022, former prime minister Abe again spoke out on the Taiwan issue, reiterating that “a Taiwan crisis is a Japan crisis,” and claiming that he wanted to see relations with Taiwan and “willing” countries strengthened so that China would “abandon reunification by force.” There is a clear logic behind Japan’s “Taiwan crisis agitation: on the one hand, it can further manufacture the “China threat” and legitimize its intention to become a military power. On the other hand, it can also challenge the “One China” red line in a “salami slicing” manner, ultimately creating obstacles to peace in the Taiwan Strait and to cross-Strait reunification.8 In early August, U.S. House Speaker Nancy Pelosi visited Taiwan. In order to counter “Taiwan independence” and deter U.S.-Taiwan collusion, the People’s Liberation Army conducted a series of military exercises such as the test-firing of missiles. Japan then baselessly alleged that the missiles fired by China had landed in the so-called Japanese exclusive economic zone. In fact, China and Japan have not yet demarcated the relevant waters, and Japan was very obviously being deliberately provocative. In the context of the current Russia-Ukraine conflict, Japan was intentionally comparing China to Russia and conflating the Ukraine issue with the Taiwan issue—the latter purely an internal affair of China—taking the opportunity to play up tensions in the Taiwan Strait.
日本基于国家利益评估国家安全形势,在谈及台湾问题时,通常将其放在日本整体国家安全与利益的框架中看待。殖民地情结和对海上安全通道的担忧让日本对台海有着近乎强迫症似的敏感。日本内部一直有声音认为,倘若台湾发生不测事态,势必会影响到冲绳的安全,因此日本必须介入台湾问题,最好再拉上欧美等外部力量。日本故意把台海有事作为日本可以介入的合理借口,前日本防卫大臣岸信夫在接受外媒访问时不断强调两岸军力的失衡,声称“随着中国(大陆)加强军事力量,两岸军力失衡,倾向对中国(大陆)有利,且这一差距年年扩大”,并不断宣称“大陆的军力扩张正在包围台湾”,“国际社会应更加关注‘台湾的存亡’”。前副首相兼财务大臣麻生太郎也宣称,如果中国(大陆)“入侵”台湾,日本政府将认定这是安全保障相关法所规定的“存亡危机事态”,有可能行使受限的集体自卫权,美日要一同防卫台湾。”2022年6月,前首相安倍晋三再次就台湾问题大放厥词,重提“台湾有事即日本有事”,声称要与台湾及“有志”国家加强关系,使中国“放弃武力统一”。日本鼓吹“台湾有事”的背后有着鲜明的逻辑诉求:一方面可以进一步制造“中国威胁”,正当化其军事大国化的诉求;另一方面也可以将台海问题以“切香肠”的方式挑战“一个中国”的红线,最终为台海和平以及两岸统一制造障碍。8月初,美国国会众议长佩洛西窜访台湾,为反制“台独”,震慑美台勾连,解放军进行导弹试射等系列军事演训,日本却无理指责中方发射的导弹落入了所谓的“日本专属经济区”,事实上中日在有关海域还没有划界,日本很明显是故意挑事。在当前俄乌冲突的背景下,日本国内有意将中俄相提并论,将乌克兰问题同纯属中国内政的台湾问题混为一谈,借机渲染台海紧张局势。
(3) Looking for pretexts for meddling in the Taiwan Strait situation, Japan intends to incorporate Taiwan into the U.S.-Japan security system.
(三)日本欲将台湾纳入美日安保体系为插手台海局势寻找借口
In Japan’s maritime development strategy, Taiwan is regarded as key to Japan’s southern defense and to its maritime transportation lifelines. It is also covered in the U.S.-Japanese plan to strengthen their alliance and security cooperation.9 In April 1997, in a meeting with Liberal Democratic Party (LDP) officials including Taku Yamasaki, chairman of the LDP’s Policy Research Council, the then prime minister Ryutaro Hashimoto remarked with regard to the Guidelines for U.S.-Japan Defense Cooperation that “questions in the Diet about U.S.-Japan security cooperation have always focused on the Korean Peninsula, but I have not limited it specifically to the peninsula, but have also included the Spratly Islands and Taiwan.”10 The “Far East clause” in the U.S.-Japan Security Treaty foreshadowed joint U.S.-Japan involvement in the Taiwan Strait. In April 2021, the then Japanese prime minister Yoshihide Suga stated that the peace and stability of Taiwan were key to the region and that Japan would work with the United States to ease escalating tensions between the mainland and Taiwan. Suga also said it was important to create an environment in which Taiwan and (mainland) China could resolve the Taiwan issue peacefully, while Japan and the United States would cooperate to maintain deterrence. In recent years, there has been a resurgence of talk within the Japanese government of expanding “Japan-U.S. defense integration,” and Japan has not only escalated confrontation with the China Coast Guard in the waters around the Diaoyu (Senkaku) Islands, but has also repeatedly asked the United States to commit to the application of Article V of the U.S.-Japan Security Treaty to the Diaoyu Islands. Japan is attempting to lump together the Diaoyu Islands issue and the Taiwan Strait issue, raising the latter’s profile in order to link the situation in the Taiwan Strait to the geopolitical landscape of East Asia.
在日本海洋发展战略中,台湾被视为日本南部安全屏障以及日本海上运输“生命线”的关键节点,也是美日强化同盟、加强安保合作的覆盖对象,1997年4月,时任日本首相桥本龙太郎在与自民党政调会长山崎拓等干部的恳谈会中,针对《美日防卫合作指针》即表示,“在国会有关美、日安保的质询,都一直集中于朝鲜半岛情势,然而我并未特别限定于半岛,也包括南沙群岛与台湾”。《美日安保条约》中的“远东条款”即为美日联合介入台海预留伏笔。2021年4月,时任日本首相菅义伟声称,台湾的和平与稳定是该地区的关键,日本将与美国合作,缓和大陆和台湾之间不断升级的紧张局势。菅义伟还称,在日美合作维持威慑力的情况下,创造可以由台湾及中国(大陆)和平解决的环境很重要。近年来日本政府内部扩大“日美防卫一体化”的论调再起,日本不仅在钓鱼岛周边海域与我国海警的对峙不断升高,也一再要求美国承诺钓鱼岛适用《美日安保条约》第5条。日本企图将钓鱼岛问题与台海问题进行捆绑,通过拉升台海问题的热度,把台海局势与东亚地区的地缘政治格局联系在一起。
II. Publication and Implementation of Japan’s Taiwan-Related Policy Adjustments
二、日本涉台政策调整的政策宣示与实施路径
(1) At the domestic level: Establishing Taiwan-related organizations and paying close attention to developments in the Taiwan Strait
(一)在国内层面设立相关涉台机构,密切关注台海动向
In February 2021, the LDP’s Foreign Affairs Division established the so-called “Taiwan Policy Project Team,” with the division’s director Masahisa Sato serving as its convener. At its first meeting, it announced that Japan’s relations with Taiwan would be set as the future policy direction. Representative Takashi Yamashita, chief secretary of Foreign Affairs Division, also said, “The world is convinced that if the Indo-Pacific region is to be peaceful and stable, the Taiwan issue has become unavoidable.”11 In a note posted on his website, Sato claimed that the project team’s priorities included “Taiwan’s ‘diplomatic’ dilemma and (mainland) China’s military ‘aggression and provocation’ toward Taiwan, and possibly even the economic security issues recently exposed by the supply and demand of semiconductors.”12 Emphasizing the “necessity to review Taiwan policy,” the project team’s “first policy advice” to the party proposed “jointly implementing with Taiwan strategies for a free and open Indo-Pacific, developing close economic ties with security significance, and promoting peace and stability in the Taiwan Strait.” In addition, it specifically stated that “a crisis in Taiwan would be a crisis in our own country.”13
2021年2月,自民党外交部会(外交组)成立所谓“台湾政策检讨项目小组”,召集人由外交部会会长参议员佐藤正久担任。在首次会议中即宣布将日本对台关系定为未来政策方向。自民党外交部会事务局长众议员山下贵司也表示,“世界各国咸认为,印太地区若欲和平稳定,台湾问题已不可回避”。佐藤正久在个人网站上公布的说明中,声称小组的重点议题,包含“台湾‘外交’困境以及中国(大陆)对台军事‘威逼挑衅’,甚至近来半导体供需所暴露的经济安全问题也可能会被纳入”。在“台湾政策检讨项目小组”向自民党中央提交的“第一次建言”中,强调“重新检讨台湾政策的必要性”,提到与台湾在“外交上共同实施自由开放的印太战略,在经济上实施具有安全保障意义的紧密经济提携,在安全保障上促进台湾海峡的和平与安定”,并明确“台湾危机就是我国自身的危机”。
In response to the rising temperature of the Taiwan Strait situation, Japan’s Ministry of Foreign Affairs has decided to create the post of “Taiwan Policy Planning Officer” to collect information on the increasingly active exchanges between European and American countries and the DPP authorities. At the same time, the ministry announced that a new “strategy team” would be established in 2022 in the First China and Mongolia Division of the Asian and Oceanian Affairs Bureau. Based on the existing political affairs team and Taiwan team, it will be tasked with developing a diplomatic strategy toward China. The ministry further announced that the Japanese government would also send a serving civilian official from the Ministry of Defense to be “resident” in Taiwan and work with the retired Japanese Self-Defense Forces (JSDF) officer currently stationed at the Taipei Office of the Japan-Taiwan Exchange Association, thereby increasing the number of Japan’s “security officers stationed in Taiwan” to two. This arrangement will further enhance Japan-Taiwan intelligence collection and exchange capabilities, and the move can be regarded as an important indicator of the strengthening of security relations between Japan and Taiwan since the normalization of diplomatic relations between China and Japan in 1972.
为因应台海局势升温,日本外务省决定设立“台湾政策企划官”一职,负责搜集欧美各国与民进党当局日趋活跃的往来信息。同时,日本外务省宣布从2022年度起在亚洲大洋洲局中国·蒙古第一课内新设“战略班”,在原有政务班和台湾班的基础上制定对华外交战略,日本政府还将派遣一名防卫省现役文职官员“常驻”台湾,与目前派驻在“日台交流协会台北办事处”的日本退役自卫官合作,日“驻台安保主任”由此增至两人,这一人员安排将进一步强化日台战略情报搜集互换能力,此举可视为自1972年中日邦交正常化以来,日台强化和提升安全关系的重要指标。
(2) At the diplomatic level: Seeking to “internationalize” the Taiwan issue through bilateral and multilateral international forums
(二)在外交层面透过双边与多边国际场合,图谋使台湾问题“国际化”
In April 2021, U.S. president Biden and the then Japanese prime minister Yoshihide Suga met in Washington, D.C., and the “U.S.-Japan Joint Leaders’ Statement” issued afterwards openly mentioned the Taiwan issue. It was the first time since 1969 that the leaders of Japan and the United States had mentioned Taiwan in a joint statement.14 In January 2022, the U.S. and Japanese foreign ministers and defense ministers held a “2+2” virtual meeting and released a joint statement, in which they expressed their concerns about the “ongoing efforts by China to undermine the rules-based order,” reaffirmed that Article V of the U.S.-Japan Security Treaty applied to the Diaoyu Islands, and once again mentioned the Taiwan issue. In May, during a visit to six countries including Indonesia, Vietnam, and the United Kingdom, Japanese prime minister Fumio Kishida repeatedly warned that “Ukraine today may be East Asia tomorrow.”
2021年4月,美国总统拜登与时任日本首相菅义伟在华盛顿举行会晤,所发表的《美日首脑联合公报》中公然提及台湾问题,这是自1969年以来,日美两国领导人首次在一份联合声明中提及台湾。2022年1月,日美外长防长举行“2+2”线上会议并发表联合声明,声称“对中国损害基于规则的国际秩序表示担忧”,重申钓鱼岛适用日美安保条约第5条,并再次提及台湾问题。5月,日本首相岸田文雄在访问印度尼西亚、越南、英国等6国期间,多次宣称“今日东亚会变成明日乌克兰”。
In multilateral talks, Japan has also been actively trying to draw other international forces into the Taiwan issue. After Japan’s active lobbying, the joint communiqué issued at the 2022 Group of Seven (G7) summit made much of the Taiwan issue, and a subsequent G7 foreign ministers’ meeting resulted in another joint statement on Taiwan, which claimed that China’s response to Pelosi’s visit to Taiwan risked increasing tensions. Playing up security concerns in Asia and the Pacific, NATO listed Japan as a “special partner.” Leaders of Japan, South Korea, Australia, and New Zealand participated in a NATO summit for the first time in 2022 in Madrid, and Kishida directly called on NATO to increase its attention to and involvement in Indo-Pacific affairs.
日本在多边会谈的国际场合也积极试图拉拢其他国际势力干预台湾问题。在日本的积极游说下,2022年七国集团(G7)峰会发布的“联合公报”大谈台湾问题,随后的G7外长会议再次发表对台共同声明,声称中方针对佩洛西窜台采取的行动可能升高紧张局势。北约通过渲染亚太地区的安全焦虑,将日本列为“北约特殊伙伴”。在2022年北约马德里峰会上,日韩澳新领导人首次参会,岸田文雄直接呼吁北约加大对“印太”事务的关注度与参与度。
(3) At the military level: Beginning to discuss involvement in the Taiwan Strait and related military deployment
(三)在军事层面开始探讨介入台海局势及进行相关军事部署
Japan attempts to play a greater security role in the Asia-Pacific region and even in the global arena. Its continuous expansion of defense spending and intention to raise the defense budget cap have demonstrated a quest to become a major military power. On the issue of defense spending to be included in the 2022 budget, key Japanese officials such as the then defense minister Nobuo Kishi, chief cabinet secretary Katsunobu Kato, and LDP secretary general Toshimitsu Motegi all said they would not consider keeping the defense budget within 1 percent of GDP.15 In the 2022 budget passed by the Japanese government at a cabinet meeting, defense spending reached a record 5.4 trillion yen, representing the 10th consecutive year of growth in Japan’s annual defense budget. In three documents submitted to Prime Minister Kishida, including the National Security Strategy, the LDP has proposed raising Japan’s defense budget to more than 2 percent of GDP from the current level of about 1 percent. At the same time, in the military field, Japan is also strengthening its offensive weaponry, with the Ministry of Defense and the JSDF stepping up efforts to support cooperation with the defense industry on major projects, so as to improve homegrown defense capabilities. The ministry plans to develop a land-based cruise missile and is considering deploying a submarine-launched long-range cruise missile after 2025 with a range of about 1,000 kilometers.16 The draft defense budget request for fiscal year 2023 prepared by the ministry is the highest ever at 5.6 trillion yen (about 279.4 billion yuan).
日本企图在亚太乃至全球领域中扮演更大的安全角色,其谋求军事大国化的重要表现就是继续扩大防卫经费,意图突破以往防卫预算限制。针对2022年度预算案中列入的防卫费问题,时任防卫大臣岸信夫、内阁官房长官加藤胜信、自民党干事长茂木敏充等日本要员均表示没考虑要将其防卫费控制在GDP的1%内。日本政府在内阁会议上通过2022年度预算案,国防预算达到创纪录的5.4万亿日元,这也代表日本年度国防预算已连续10年增长。自民党在提交给日本首相岸田文雄的《国家安全保障战略》等3份文件建议书中,就建议将日本防卫预算从现行的占GDP的约1%提升至2%以上。与此同时,日本也在军事领域加强进攻性武器装备建设,日本防卫省和日本自卫队加大力度支持国防工业在重大项目上的合作,提高本土防务能力。防卫省计划开发陆上配置型的巡弋飞弹,并正考虑2025年以后配备潜射远程巡航导弹,射程大约1000公里。日本防卫省起草的2023财年预算概算要求草案,概算要求额高达5.6万亿日元(约合2794亿元人民币),为历史最高水平。
Manufactured “security threats” provide an important pretext for Japan’s expansion of its military power. In the 2022 defense white paper, the Japanese government once again ignored the facts and exaggerated the so-called military threat to Taiwan from the mainland, baselessly claiming that “stabilizing the situation surrounding Taiwan is important not only for Japan’s security, but also for the stability of the international community.” The Japanese government plans to revise the National Security Strategy by the end of 2022 to include content on the “capability to attack enemy bases.”17 Prime Minister Kishida has made developing the ability to attack enemies his priority in defense, and has been communicating with the United States on defense-related strategic issues to demonstrate Japan’s firm determination to strengthen its military alliance with the United States. The formalization of the so-called attack capability as a fundamental national security policy indicates Japan’s decision to develop, in an increasingly open, strategic, and policy-oriented fashion, a “counterattack capability” for preemptive action.
制造“安全威胁”是日本强化军事力量的重要借口,在2022年版《防卫白皮书》中,日本政府再次罔顾事实渲染所谓大陆对台“军事威胁”,妄称“台湾局势对日本安全及国际稳定十分重要”。日本政府计划在2022年底修订《国家安全保障战略》,加入“攻击敌方基地能力”内容。岸田文雄已将发展对敌攻击能力作为其在防卫领域的执政抓手,围绕防卫领域战略问题展开对美沟通,借以展示日本在强化对美军事同盟关系上的坚定决心。将所谓“对敌攻击能力”正式转化为国家安保领域基本方针,表明日本决定在发展先发制人的“反击能力”等问题上开始公开化、政策化、战略化。
Seeking to break past the limits of Japan’s long-standing “exclusively defense-oriented policy,” and under the pretext of strengthening the defense of the outlying islands, the JSDF are accelerating a shift in the focus of deployment to the southwestern islands. Japan’s Ministry of Defense plans to deploy missile units of the Japan Ground Self-Defense Force on Okinawa Prefecture’s Ishigaki Island, which will form a group of four strongholds together with missile units already deployed to Kagoshima Prefecture’s Amami Ōshima, Okinawa Prefecture’s Miyako Island, and Okinawa Island. Based on the concept of expeditionary advanced base operations (EABO) adopted by the U.S. Indo-Pacific Command, the JSDF have also developed a Japan-U.S. draft operations plan “for Taiwan contingencies” in collaboration with the U.S. military.18 The plan involves the setting up, in the early stages of a contingency, of temporary military bases for the U.S. Marine Corps on the southwestern islands from Kagoshima Prefecture to Okinawa Prefecture. The Japanese government is also considering deploying more than 1,000 long-range cruise missiles that could “cover the coastal areas of North Korea and China,” and developing an improved version of the Type 12 anti-ship missile with a range of 1,000 kilometers, to be deployed mainly on the southwestern islands in order to prevent a “Taiwan crisis and enhance “counterattack capability.”
寻求突破“专守防卫”限制,打着加强离岛防卫的旗号,日本自卫队的部署重心正在加速向西南诸岛转移。日本防卫省计划在冲绳县石垣岛部署陆上自卫队的导弹部队,与鹿儿岛县奄美大岛、冲绳本岛、冲绳县宫古岛现已部署导弹部队,将形成四个据点的格局。日本自卫队还基于美国印太司令部确立了“远征前沿基地作战”(EABO)理念,与美军制定了“设想台湾出现突发事态”的日美联合作战计划草案,内容包括在突发事态的初期阶段,美海军陆战队在鹿儿岛县至冲绳县的西南诸岛设置临时军事基地。日本政府还考虑部署1000多枚远距离巡航导弹,可“覆盖朝鲜和中国沿海地区”,改进12式反舰导弹使其射程达到1000公里,主要部署在西南诸岛,防止“台湾有事”增强“反击能力”。
Taking advantage of the changing international situation, Japan has followed on the heels of the United States and strengthened military ties with Australia, the United Kingdom, and various European countries, conducting joint military exercises and provoking tensions in the Asia-Pacific region while exploiting the situation to loosen the restraints on its military. The Japan Maritime Self-Defense Force held joint military exercises with the U.S. Marine Corps and the French army first in the East China Sea and then in Japan. The 2022 U.S.-Japanese Orient Shield exercise was the largest in 36 years. In the first eight months of 2022, the number of joint exercises involving the JSDF and the U.S. military increased by 50 percent compared to the same period in 2021. Furthermore, the United States, Japan, and Taiwan agreed as early as 2017 to share military aircraft identification codes to identify so-called friendly forces. This tripartite interoperability will enable joint defensive action by the parties in the event of a Taiwan crisis. Japan’s attempt to draw on more military coordination with international partners to counter China is more dangerous than its political and economic coordination.
日本借助国际局势变化,紧跟美国、与英澳以及欧洲其他多国加强军事联系,进行联合军演,挑动亚太紧张局势,趁机实现军事自我松绑。日本海上自卫队先后与美国陆战队、法国陆军在东海、本土举行联合军演,其中美日的“东方之盾”的实战演习达到36年来最大一次,迄2022年8月为止,日本自卫队与美国军方参加的联合演习比2021年同期增加了50%。同时,美、日、台早在2017年就同意共享军机标识符以辨识所谓“友军”,三方互通将形成若台海有事三方可联合防御的态势。日本试图借助更多国际军事联动来实现“抗中”,此举比政治经济联动更具危险性。
(4) At the level of enhancing Japan-Taiwan relations: Frequent interaction and close cooperation in industry and technology
(四)在提升日台关系层面双方互动频繁,产业科技紧密合作
With cross-Strait relations continuing to deteriorate in recent years, the Taiwan authorities have wanted to rely on Japan to confront the mainland, and high-level Japan-Taiwan exchanges have become more frequent. In December 2021, the “Japan-Taiwan Co-Prosperity Leader Alliance,” consisting of the heads of some Japanese cities, towns and villages, held its inaugural meeting in Tokyo and urged the Japanese government to formulate a so-called Japanese version of the Taiwan Relations Act. In May 2022, an 11-member delegation led by Representative Masanobu Ogura, director of the LDP’s Youth Division, met with a group of senior figures from the DPP authorities; in late July, former Japanese defense ministers Shigeru Ishiba and Yasukazu Hamada also visited Taiwan; in late August, encouraged by U.S. Speaker of the House Nancy Pelosi’s visit to Taiwan, Keiji Furuya, an LDP member and head of the “Japan-ROC Diet Members’ Consultative Council” (Nikkakon), also went to Taiwan to meet with Tsai Ing-wen. Japan has followed the United States’ lead in its continual moves on Taiwan-related issues, and the high frequency of Japan-Taiwan collusion warrants a high degree of vigilance.
近年来两岸关系持续恶化,台湾当局欲倚助日本对抗大陆,日台高层往来更加密切。2021年12月,由日本部分市区町村首长参与的“日台共荣首长联盟”在东京举行成立大会,联盟鼓动日本政府制定所谓“日本版台湾关系法”。2022年5月,以日本自民党青年局局长、众议员小仓将信为首的11人窜访团与民进党当局一众高层人士会面;7月底,日本前防相石破茂以及滨田靖一也抵台窜访;8月底,受美国众议院议长佩洛西窜台激励,日本自民党议员、“日华议员恳谈会”会长古屋圭司也窜台会晤蔡英文。日本紧跟美国步调在涉台问题上动作不断,日台勾连的高频节奏值得高度警惕。
Japan and Taiwan are interacting with each other through multiple channels such as elected legislative bodies, political parties, and think tanks. In July 2021, the Nikkakon, a group of pro-Taiwan Diet members, hosted the first “Taiwan-U.S.-Japan Strategic Dialogue,” at which the head of Taiwan’s legislature, Yu Shyi-kun, declared his hope that “Taiwan would join the Quadrilateral Security Dialogue (QUAD) cooperation mechanism between the United States, Japan, India, and Australia,” and called for “the United States and Japan to establish a BTA (bilateral trade agreement) or FTA (free trade agreement) with Taiwan at an early date.” In December, former prime minister Abe delivered an online speech at a Taiwan think tank” in which he openly declared that Japan was “facing a challenge” on the Taiwan issue and that “a Taiwan crisis is a Japan crisis, and therefore a crisis for the Japan-U.S. alliance.”19 In the same month, the “ruling parties” of Japan and Taiwan also held a “2+2” talk. Under pressure from the LDP, the DPP authorities announced in February 2022 that the import ban on “nuclear food” from Fukushima and four nearby prefectures would be lifted, in an attempt to obtain Japan’s support for Taiwan’s accession to the Comprehensive and Progressive Trans-Pacific Partnership (CPTPP).
日台双方通过民意机构、政党、智库等多个渠道进行交往互动。2021年7月,日本亲台国会议员团体——“日华议员恳谈会”主办首届“台美日战略对话”,台立法机构负责人游锡堃宣称希望“台湾加入美、日、印、澳的四边安全对话(QUAD)合作机制”,呼吁“美日两国早日与台湾建立BTA(双边贸易协定)或FTA(自由贸易协定)”。12月,前首相安倍晋三在“台湾智库”发表线上演讲,公然宣称日本在台湾问题上“面临的挑战”,“台湾有事即日本有事,也就是日美同盟有事”。同月,日台“执政党”也举行“2+2”会谈,在自民党方面施压下,2022年2月,民进党当局宣布开放日本福岛5县市“核食”入台,企图取得日本支持台湾加入CPTPP(全面与进步跨太平洋伙伴关系协定)。
Industrial and technological cooperation is another means for Japan to intervene in the Taiwan issue. The semiconductor industries in Japan and Taiwan have further accelerated efforts to integrate the supply chains and production chains of the two economies. The Japanese government, aiming to enhance economic security, had long tried to attract the chip-making giant Taiwan Semiconductor Manufacturing Company (TSMC) to set up factories in Japan. TSMC energetically cooperated, announcing first the establishment of a materials research and development center in Japan and later the construction of its first wafer fab in the country in Kumamoto Prefecture, Kyushu, mainly to supply Japan’s Sony Group. In an exclusive interview with foreign media, the then Japanese minister of economy and security Takayuki Kobayashi said, “Convincing TSMC to come Japan is just the beginning of Japan’s semiconductor renaissance. Japan needs a long-term strategic vision for the semiconductor industry that can rival those of the United States and China, and maintaining the supply chain is essential.”20 Kishida has made rebuilding the chip industry a key part of his economic policy, and Japan has passed amendments to relevant laws to subsidize the emerging, cutting-edge semiconductor industry. TSMC and Sony Group’s new jointly-built plant is expected to become the first to receive such a subsidy.
产业科技合作是日本介入台湾问题的另一种手段,日台半导体产业进一步加速了双方供应链和产业链的整合力度。日本政府从强化经济安全保障出发,一直以来持续招揽台积电赴日设厂。台积电对此也极力配合,宣布将赴日设立材料研发中心,之后又宣布在日本九州熊本县兴建在日首座晶圆厂,主要供应日本索尼集团。时任日本经济安保大臣小林鹰之接受外媒专访时表示,“说服台积电到日本,还只是日本半导体复兴的起步,日本需要一个能与美国及中国匹敌的半导体长期战略愿景,维持供应链至关重要”。岸田文雄将重建芯片业列为其经济政策的关键一环,日本扶持新兴尖端半导体产业的相关法律修正案已通过,台积电与索尼集团共同新建的半导体工厂可望成为补助首例。
III. Motives and Purposes of the Adjustments in Japan’s Taiwan-Related Policies
三、日本涉台政策调整的动因及目的
(1) With Japan’s politics becoming collectively more right-wing, a hard line on China has become a consensus, and the Taiwan issue has become a tool in political struggle.
(一)日本政坛集体右倾化,对华强硬成为共识,台湾问题成为政治斗争的工具
Since the end of World War II, Japan’s right-wing forces have been constantly eroding the fabric of Japanese society and Japan’s relations with its Asian neighbors. Today, they once again constitute a potential threat to Japan’s political situation, Sino-Japanese relations, and East Asian peace.21 The right-wing political forces of Japan’s LDP have a long history of taking a “pro-U.S. and China-averse” stance, expanding the military and revising the constitution, pretending to be a normal country in Asia-Pacific affairs, and reshaping Japan’s national security strategy to counterbalance China.22 Whether it is due to Japan’s “Taiwan complex,” its geopolitical and economic interests, or considerations of the U.S.-Japan alliance, both the ruling party and the opposition believe that involvement in the Taiwan issue will benefit the country’s national interests. In recent years, as Japan’s relations with China have gradually become more right-leaning and conservative, being tough on China has become a domestic consensus. Against this backdrop, Japan-Taiwan relations have continually overstepped the framework of the “1972 System,” gradually developing from low-level economic and cultural ties to high-level political, “diplomatic,” and security ties. The reasons for this can be explored from the following two aspects.
二战结束以来,日本右翼势力一直不断恶化着日本社会的“肌体”和与亚洲邻国的关系,时至今日再度对日本政局走向、中日关系走势和东亚和平构成了潜在威胁。日本自民党右翼政治势力具有根深蒂固的“亲美远华”、扩军修宪、在亚太事务中扮演正常国家、以制衡中国重塑日本国家安全战略等传统。不管是日本的“台湾心结”,还是从日本的地缘政治经济利益以及美日同盟关系考虑,日本朝野政党都认为介入台湾问题都有助于本国国家利益。近年来随着日本对华关系逐渐右倾化、保守化,对华强硬俨然已成为国内共识,在此背景下,日台关系不断突破“七二体制”框架,从只保持低阶的经济文化联系,逐步发展到高阶的政治、“外交”、安全领域,究其原因可从以下两方面探察:
On the one hand, the collectively right-leaning environment in Japanese politics is directly related to a right-wing hawkish group at the LDP’s core in recent years. In his lifetime, Shinzo Abe, who was at the helm of the LDP’s largest faction—the Seiwa Policy Research Council (Seiwakai)—became Japan’s longest-serving prime minister, having been elected to two separate terms. A staunchly right-wing politician, Abe presided over the easing of the restrictive “Three Principles on Arms Exports,” the removal of the ban on collective self-defense, and the weakening of the restrictions in Japan’s Peace Constitution on military activities. He and the current LDP vice president Taro Aso came to exemplify the right-wing forces within the party. Abe’s younger brother Nobuo Kishi, a former defense minister, is a member of several right-wing groups and advocate of radical conservatism, supporting amending the constitution and denying that Japan had forcibly recruited “comfort women” during World War II. He is considered the Japanese government’s “liaison officer for Taiwan affairs,” having visited Taiwan several times. During his tenure as defense minister, he strongly promoted the establishment of the “Japan-Taiwan Military Security Cooperation Mechanism.” In early August, Kishida made a lightning reshuffle of the cabinet and the LDP leadership, with Yasukazu Hamada, who had visited Taiwan with right-wing politician Shigeru Ishiba, taking the post of defense minister, and right-wing politician Sanae Takaichi becoming minister of economy and security. Nobuo Kishi became special advisor to the prime minister for security issues, and representatives of right-wing forces in Japan continue to occupy key positions in Kishida’s cabinet.
一方面,日本政坛集体右倾化的政治生态与近年来自民党政治核心形成的右翼鹰派团队有直接联系。生前执掌自民党内最大派阀——“清和政策研究会”的安倍晋三通过两次执政,成为日本有史以来在任时间最长首相,安倍本人右翼色彩极为浓厚,主政时曾修改“武器出口三原则”、解禁集体自卫权,弱化了日本和平宪法对军事活动的限制。与现任自民党副总裁麻生太郎二人已经成为自民党内右翼势力的典型代表。作为安倍晋三胞弟的前防卫大臣岸信夫是多个右翼团体的成员,政治主张保守激进,支持修宪、否认日本曾在二战期间强征“慰安妇”等。岸信夫被认为是日本政府的“台湾事务联络官”,他多次访问台湾,在担任防卫大臣期间,极力推进建立“日台军事安保协作机制”。8月初,岸田文雄对内阁和自民党领导层进行了“闪电式”的人事改组,随日本右翼政客石破茂等人窜访台湾的滨田靖一出任防卫大臣一职,右翼政客高市早苗出任经济安保大臣。岸信夫担任负责安全保障问题的首相辅佐官,日本国内右翼势力代表不断占据岸田内阁要津地位。
On the other hand, Japan’s policies toward China and Taiwan are often not simply reflections of its diplomatic orientation, but more outgrowths of internal party disputes. After Kishida’s election as prime minister, the confrontation between Abe and Kishida became more and more open and heated, and the conservative faction of the LDP led by Abe and his protégé Sanae Takaichi made alarming remarks on Taiwan-related issues from time to time. This was regarded as a means for the Japanese right-wing hawks to exert pressure on Kishida’s government. After forming his cabinet, Kishida began to distance himself from Abe and gradually plotted to undermine him. Despite Abe’s opposition, Kishida appointed the number two figure of his own faction and former president of the Japan-China Friendship Parliamentarians’ Union—Yoshimasa Hayashi—as foreign minister. After the House of Representatives election, the Kishida camp intended to join forces with the [Taro] Aso and [Toshimitsu] Motegi factions to dismantle Abe’s influence in the party. Although Abe died following a shocking assassination in July 2022, his political legacy is still carried on by many right-wing politicians in the LDP. They will likely continue to use China policy to pressure the Kishida government in the future, and it has become increasingly clear that Japan’s China diplomacy and Taiwan-related policies face interference from domestic political disputes. Nevertheless, there are various signs that, even though different forces within the party often disagree with one another, they are gradually moving toward a consensus on China relations and Taiwan-related policies.
另一方面,日本对华及涉台政策往往并非只是外交取向的反映,而更多是党内政争的外露。岸田文雄当选日本首相后,安倍晋三和岸田文雄的交锋日趋公开化、白热化,安倍晋三及其亲信高市早苗所代表的自民党保守派不时在涉台问题上发出惊人之语,这被外界视为日本右翼鹰派向岸田政府施压的手段之一。岸田自组阁后就开始和安倍保持距离,并逐步部署对安倍的包围网,岸田不顾安倍反对,委任岸田派二号人物、前日中议员友好联盟会长林芳正出任外相,众议院选举后,岸田阵营意图联合麻生派和茂木派来瓦解安倍在党内的势力。虽然2022年7月安倍突遭遇刺身亡,但其政治遗产在自民党内仍被许多右翼政客所继承,未来很可能会继续利用对华政策不断给岸田政府施压,日本对华外交以及涉台政策面临国内政争干扰的态势已愈发明显。但种种迹象也表明,即使党内各方势力之间存在矛盾,但在对华关系及涉台政策上逐渐朝一致化方向发展。
(2) With its dependence on the United States, Japan has stepped up its involvement in the Taiwan issue, and has coordinated its action with the U.S. strategy to contain China
(二)日本对美依附下加大台湾问题介入力度,并与美国遏华战略相互联动
During the Trump administration, “containing China” became the consensus between the Democratic and Republican parties. Since taking office, Biden has largely continued the Trump-era strategy toward China, with the Biden administration viewing China as the “most serious competitor” to U.S. prosperity, security, and democratic values.23 Secretary of State Antony Blinken’s first major foreign-policy speech also declared that “China is the only country with the economic, diplomatic, military, and technological power to seriously challenge the stable and open international system—all the rules, values, and relationships that make the world work the way we want it to.”24 The Interim National Security Strategic Guidance issued by the White House in 2021 suggested that China and the United States would engage in a “great-power competition.” Although the Biden administration claims to be upholding the “One China” policy, the United States’ continued implementation of a comprehensive competitive strategy against China and the influence of active pro-Taiwan and anti-China forces there have rendered the policy increasingly hollow, with the U.S.-China jostling around the Taiwan issue further complicating and exacerbating the situation in the Taiwan Strait.25 In November 2021, Biden and his team put forward a policy of “four noes and one no intention” toward China,26 but the important consensus reached by the Chinese and U.S. leaders has so far failed to take hold in the United States, and U.S. actions have even run counter to the stated position of the U.S. leaders, constantly violating the commitment to “not support Taiwan independence.” The United States still tries to stir up the Taiwan issue to achieve the goal of containing China. Prosecuting strategic competition with China, the Biden administration is attempting to coordinate with its international allies to encircle China and check its growth. Japan, as an important strategic ally in the Asia-Pacific region, is indispensable. According to Shi Yinhong, “given the fundamental trend of China’s rise and the intensification of U.S. competition with China, Japan has become the number one ally of the United States.”27 It is willing to be the front line of the U.S.-led “Indo-Pacific Strategy,” which aims squarely at China, and the vanguard in the strategic competition with China. Its national security policy has become a component of the U.S. Indo-Pacific Strategy. Since Suga and then Kishida took office, they have continued the diplomatic line inherited from Abe and deepened the U.S.-Japan alliance, making Japan increasingly subordinated to the U.S. Indo-Pacific Strategy.
特朗普执政时期,“遏制中国”已成为美国民主、共和两党共识。拜登上台后,大致延续了特朗普时期的对华战略,拜登政府将中国视为美国繁荣、安全和民主价值的“最严峻的竞争者”(most serious competitor)。美国国务卿布林肯的首次对外政策重要演讲也宣称,“中国是唯一拥有经济、外交、军事和技术权势去严重挑战稳定和开放的国际体系的国家,使世界以我们希望的方式运作的所有规则、价值和关系受到挑战”。2021年美国白宫发布的《国家安全战略临时指南》(Interim National Security Strategic Guidance)提出,中美将进行一场“大国竞争”。拜登政府虽然声称延续“一个中国”政策,但在美国继续实施对华全面竞争战略和国内亲台反华势力活跃的背景下,相关政策使“一中”政策内涵更加空心化,中美围绕台湾问题的博弈将使台海形势更加复杂严峻。2021年11月,拜登及其团队提出对华政策的“四不一无意”,但中美元首达成的重要共识至今在美国国内无法落地,甚至美方的行动与美国领导人的表态背道而驰,不断违背“不支持‘台独’”这一承诺,美国依旧妄图挑动台湾问题来达到遏制中国的目的。为与中国进行战略竞争,拜登政府试图以联合盟友的方式,构筑一个围堵、遏制中国发展的国际包围圈,而日本作为其亚太地区的重要战略盟友则是首选对象。时殷弘即认为,“在中国崛起与奋进、美国对华竞斗加剧的根本形势下,日本已成为美国的头号盟国”。美国主导的所谓“印太战略”最主要对手就是中国,而日本甘当美国“印太战略”的前沿,对华战略竞争的“急先锋”,其国家安全政策已经成为美国“印太战略”环节之一。菅义伟及岸田文雄上台后继承安倍晋三的外交路线,不断深化美日同盟关系,越来越趋向于附从美国的“印太战略”。
Japan intends to actively tie itself to the United States and seeks to opportunistically profit from the U.S.-Japan alliance. Against this backdrop, Japan is trying to leverage the Taiwan issue as an important bargaining chip to keep the United States close and strengthen the alliance, which it sees as the foundation for counterbalancing China, and is actively shaping the United States’ policy adjustment.28 In April 2022, Abe wrote in the Los Angeles Times that the U.S. policy of strategic ambiguity toward Taiwan is now “untenable.” Comparing Taiwan to Ukraine, he urged the United States to make clear that it will “defend Taiwan against any attempted Chinese invasion.”29 Abe’s call for “strategic clarity” in U.S. policy toward Taiwan is ostensibly in line with U.S. moves on Taiwan, but in essence it is a kind of “policy capture” to entangle the United States, thus achieving the goal of “joining with the United States to contain China.” During his visit to Japan, Biden reiterated that Japan is protected under the U.S. “nuclear umbrella” and emphasized the further strengthening of its “extended deterrence,” the goal of which is not simply to protect Japan, but to engage in military confrontation with other countries—a goal that aligns exactly with Japan’s strategic ambitions. Japan’s Taiwan-related policies have usually followed those of the United States. As the United States adjusts its Taiwan-related policies, Japan has vigorously cooperated with U.S. action and actively intervened in the Taiwan Strait, taking a more aggressive and proactive approach in military strategy. On one hand, it is trying to deepen the U.S.-Japan alliance by actively responding to the “Indo-Pacific Strategy.” It rushes ahead to test the waters for the United States on the Taiwan issue, taking the opportunity to test China’s determination and red line. On the other hand, it hopes to enhance its own military presence by means of relevant military action and seeks to obtain geostrategic dividends. In the future, Japan may completely dismantle its postwar defense-oriented security policy and instead play an active role in regional security in the Indo-Pacific region with the goal of containing China.
日本有意与美国积极进行战略捆绑,产生了依托美日同盟从中谋利的“优势心理”与投机心态,在此背景下,日本试图将台湾问题作为拴留美国、强化同盟的重要筹码,并积极影响并主动塑造美方政策调整,将日美同盟作为对华制衡的硬核基础。2022年4月,安倍晋三在美国《洛杉矶时报》撰文声称,“美国对台政策的模糊立场已经过时”,并将台湾与乌克兰相提并论,称美方应明确承诺“协防台湾”。安倍呼吁美国在对台政策上“战略清晰”,表面上是配合美国在台湾问题上的动作,实质上是一种日本“政策绑架”美国的做法,企图拉美国下水,从而实现“联美制华”的政治目的。拜登访日期间重申美国对日“核保护伞”依然有效,并强调继续强化其“延伸威慑”,美国“延伸威慑”的强化,目标远远不是保护日本,而是与他国进行军事对抗,这正好与日本的战略野心相符。回顾过往历史,日本涉台政策通常追随美国涉台政策,在美国调整涉台政策的大背景下,日本大力配合美方行动,积极介入台海地区,其军事战略方针更趋冒进、主动,一方面,试图通过积极响应“印太战略”,深化美日同盟关系,在台湾问题上冲到前面替美国试水,借机窥测中国的决心与底线;另一方面,希望凭借相关军事行动提升自身的军事存在,图谋获取地缘战略红利。未来日本或将彻底结束战后以本土防御为主体的安保体制,转而在印太地区扮演以遏制中国为目标的活跃的地区安全角色。
(3) Japan is attempting to leverage its involvement in the Taiwan issue as a strategic stepping stone for more say in regional rules and order in the Asia Pacific.
(三)日本企图将介入台湾问题作为谋求亚太地区规则主导权、秩序定义权的战略支点
Constrained by the post-World War II political landscape in the Asia-Pacific region, Japan, as a defeated country, has never been able to have sufficient say on the international political stage despite being the second or third largest economy in the world. Many Japanese see their country both as a quasi-global power and as a protectorate in terms of security.30 As a result, Japan’s ambition to become a world political power has never changed. After assuming power, the Abe administration made every effort to promote the LDP’s right-wing concept of security, which held that in the new post-Cold War geopolitical environment, Japan must break away from the constraints of the “Peace Constitution,” push forward the process of “becoming a normal country” and the pursuit of national interests as the world’s third largest economy, and highlight Japan’s role in the international arena as a major power.31 Japan is unwilling to accept China’s dominant position in East Asia, and pursuing its national development strategy, it is increasingly determined to seek more say in regional rules and order in the Asia Pacific. Japan has been enhancing its strategic autonomy and initiative in a quest to “become a political power” and “become a normal country.” The “Indo-Pacific Strategy” designed to encircle and contain China was first proposed by Japan and then adopted by the United States. As Kenneth N. Waltz, an expert in international relations theory, has clearly pointed out, it is a common strategy and geopolitical trend that a power tries to effect a strategic, military, and diplomatic “rebalancing” when a rising neighbor has caused substantial change in the balance of power and a “security dilemma.”32 In the face of China’s rise, Japan intends to shape the international order to its own advantage. It will, “informed by its judgment of the internal and external situations and by its own interests, switch from the Trump-era idea of combining strategic counterbalancing with tactical hedging, to a strategy of ‘high degree of counterbalancing’ against China in the military and security realms.” And one of the tools for carrying out the counterbalancing is the Taiwan issue.33 The strengthening and substantial elevation of Japan-Taiwan relations is an inevitable choice for Japan under the new circumstances in order to pursue its national strategy.
受二战后形成的亚太政治格局影响制约,作为战败国的日本即使经济实力雄踞世界第二、三位,但在世界政治舞台上,始终不能拥有足够的话语权,许多日本人认为自己国家既是个准全球性大国,在安全上却又是个被保护国,因此日本企图成为世界政治大国的野心从未改变。安倍政府上台后竭力推行自民党右翼色彩浓厚的安保理念,即认为在冷战后新的地缘政治环境中,日本必须摆脱“和平宪法”约束,强化日本作为世界第三大经济体的“正常国家化”进程和国家利益追求,提升日本在国际舞台的大国角色。日本不愿在东亚地区接受中国占有主导地位,从国家发展战略导向出发,谋求在亚太地区的规则主导权、秩序定义权的企图心愈发强烈。日本不断加强塑造战略自主性与主动性,谋求“政治大国化”与“正常国家化”,旨在遏制包围中国的“印太战略”,就是日本率先提出,美国采纳。国际关系理论大师肯尼思·沃尔兹(Kenneth N. Waltz)曾明确指出,随着大国崛起带来的力量对比实质性变化以及“安全困境”效应的深化,地缘上邻近大国对崛起大国采取战略、军事和外交上“制衡”(rebalancing)战略是常见的战略选择和地缘政治演变态势。面对中国崛起,日本意图塑造一个对己有利的国际秩序,将“基于对内外形势判断和自身利益诉求,转换特朗普时期的战略制衡与战术对冲相结合的思路,在军事与安全领域对华采取‘高度制衡’战略”,而进行高度制衡的工具之一就是台湾问题。日本强化并实质性提升日台关系,是新形势下日本推行其国家战略的必然选择。
In terms of economic security, Japan intends to seize the strategic initiative in regional cooperation, consolidate its position in global production and supply chains in the semiconductor industry, and seek a voice in rule setting in the global trading system of the twenty-first century. It not only played a leading role in the successful negotiation of the CPTPP, but also actively participated in the Regional Comprehensive Economic Partnership Agreement (RCEP), joining 14 other countries in the Asia Pacific. Strategic technologies and industries have increasingly become an arena of competition between powers, and the Asia-Pacific region is where globally significant industrial clusters concentrate. South Korea, Japan, and Taiwan in particular hold a commanding position in the global semiconductor supply chain. Affected by events such as the Covid-19 pandemic, the U.S.-China tech war, and the shortage of automotive chips, all countries have realized the importance of establishing a complete semiconductor supply chain in their own countries. The United States, the European Union, South Korea, Japan, and China have all launched policies to support the semiconductor industry, which has moved to the foreground of international competition. Taiwan has one of the most complete semiconductor supply chains in the world, and happens to be located at a key spot in this geoeconomic chess game. Japan is therefore making a greater effort to attract Taiwan’s semiconductor industry to invest in research and development in Japan, aiming to work cooperatively on upgrading the semiconductor supply chains in both countries with a view to moving further up in the global industry chain. Japan is also actively participating in the “Indo-Pacific Economic Framework” (IPEF) launched by the United States, with which it has also initiated an economic version of the “2+2” talks. The two countries have formulated a plan of action with four elements, including strengthening supply chain resilience in next-generation semiconductors. Regarding the rationale for the new economic version of the “2+2” mechanism, Japan’s foreign minister Yoshimasa Hayashi explained, “We have a sense of crisis about the challenge posed by (some countries) that seek to realize their own strategic interests through the unfair and opaque use of economic influence.”34 Japan’s moves were clearly aimed at China. Upgrading technology and industry and building a semiconductor ecosystem have become Japan’s national strategy as it seeks to become a technological giant.
在经济安全领域,日本意图抢占区域合作战略先机,强化本国在全球半导体产业链与供应链当中的地位,谋求21世纪全球经贸制定规则的话语权。日本一方面积极发挥主导作用推动“全面与进步跨太平洋伙伴关系协定”(CPTPP)成功签署并生效;另一方面也积极加入由亚太地区15国参加的“区域全面经济伙伴关系协定”(RCEP)。当前大国之间的竞争越来越体现在战略技术、战略产业上,亚太地区是全球产业集群的集中地,尤其韩国、日本、中国台湾地区是全球半导体产业链的高地,受新冠肺炎疫情、中美科技战、车用芯片荒等事件影响,各国均已深刻认识在国内建立完整半导体供应链的重要性,因而包括美国、欧盟、韩国、日本、中国等在内均纷纷推出半导体产业扶植政策,全球半导体产业已进入国际竞争状态,台湾是全球半导体供应链最完整的地区之一,恰好处于这一地缘经济棋局的关键节点。故而,日本正加大投入力度,吸引台湾半导体产业赴日投资研发,力图打造日台半导体供应链产业的合作升级,从而提升自身在全球产业链与供应链中的地位。日本还积极加入美国倡导的“印太经济框架”(IPEF),并与美国启动经济版本的“2+2”会谈,双方制订了包括强化新一代半导体供应链等四项内容的行动计划。关于新设经济版“2+2”机制的理由,日本外务大臣林芳正解释说:“(有些国家)谋求通过不公正、不透明地行使经济影响力实现自身战略利益,我们对这样的挑战抱有危机感。”日本此举很明显就是针对中国,推动技术和产业进行动员和升级,建构半导体供应链生态已成为日本发展科技大国的国家级战略。
IV. The Future Direction of Japan’s Taiwan-Related Policies
四、日本涉台政策的未来走向前瞻
Informed by a Cold War mentality and geopolitical objectives, Japan’s strategy toward China has exhibited marked changes, including an increasingly clear “Taiwan orientation” in security diplomacy and military strategy. As can be seen from a series of statements and policies from the Japanese government, its Taiwan-related policies are constantly testing China’s red line. Since February 2021, the Japanese government has continued to make moves on Taiwan-related issues. Officially, it does not recognize “Taiwan independence” and still adheres to the “One China” policy, but it has begun to treat Taiwan as a “quasi-state” in its action. 35 Although Japan has frequently involved itself in the Taiwan issue, Japan’s high-level security commitment to Taiwan has also been uncertain, ambiguous, and changeable. It wants to woo Taiwan but will not compromise on important interests, much less overly provoke China. Such opportunism means that Japan always puts its own interests first and seeks to maximize what it may gain from its policies. It is important to listen to what Japan says on Taiwan-related policies, but even more important to see what it does.
出于冷战思维、地缘政治目的,日本对华战略呈现出明显改变的态势,日本安保外交和军事战略的“台湾指向”意图愈加清晰,从日本政府的一系列言论和政策可以看出日本的涉台政策正在不断试探中国底线。2021年2月以来,日本政府在涉台问题上动作不断,在公开场合上不承认“台独”,仍坚持“一个中国”政策,但在行动上开始将台湾当作一个“准国家”来对待。虽然日本在介入台湾问题上动作频频,但日本高层对台湾的安全承诺,也呈现不确定、游离反复状态。日本既想拉拢台湾,但又不会在重要利益上妥协,更不愿过度刺激中国,这种投机性说明日本始终将自身利益放在首位,不过是将政策利益最大化而已,对于日本的涉台政策既要听其言,更要观其行。
Lying at the core of Sino-Japanese relations, the Taiwan issue is extremely important and sensitive, and what shapes Japan’s Taiwan-related policies is the development of the trilateral relationship involving Sino-U.S. relations, Sino-Japanese relations, and U.S.-Japan relations. Since the Biden administration came to power, the United States has been doing its best to strengthen the U.S.-Japan alliance and win over Japan to the anti-China camp. Constrained by the U.S.-Japan alliance and the strategic considerations of Japan’s national interests, Japan’s China and Taiwan-related policies also closely follow those of the United States. If the strategic competition between China and the United States continues to escalate, the room for Sino-Japanese relations to develop will narrow, and if it does not, there will be some room for détente. The year 2022 marked the 50th anniversary of the normalization of diplomatic relations between China and Japan. Although Japan’s 2022 Diplomatic Bluebook continued to play up the so-called China threat, it also stated that it was important for China and Japan to build “constructive and stable relations.”36 This shows that Japan’s handling of relations with China is still relatively complex and cautious, and the two-sided nature of its China policy is increasingly laid bare. In the short term, the strategic competition between China and the United States will not stop, and the tensions may even rise further. “The full support among Japanese political circles for the United States’ competitive strategy toward China, the long-running territorial disputes between Japan and China, and Japan’s negative geostrategic perception of China will continue to be severe obstacles to the improvement of Sino-Japanese relations.”37 Given the LDP’s collective rightward shift and the deep influence of the U.S.-Japan alliance on the political environment, the Kishida cabinet will inevitably maintain a somewhat hard-line stance on China in the future, in which Japan is likely to continue to play the “Taiwan card” to tie in with the U.S. strategy of containing China.
台湾问题是中日关系中极其重要且敏感的核心议题,而影响日本涉台政策的关键则是中美关系、中日关系以及美日关系的三边关系发展变化。美国拜登政府上台后,竭力加强美日同盟关系,拉拢日本加入对抗中国的联盟阵营,在美日同盟关系制约以及日本国家利益战略考量下,日本的对华及涉台政策也紧密追随美国的对华及涉台政策。中美关系变化发展一定程度上决定了中日关系的发展方向,如果中美战略竞争持续升级,中日关系的发展空间就会相对缩小,反之则有一定的和缓余地。2022年是中日邦交正常化50周年,日本2022年《外交蓝皮书》一方面继续渲染所谓“中国威胁”;另一方面则表示“与中国建立建设性的、稳定的关系非常重要”,足见日本处理对华关系还是相对复杂且谨慎的,越来越明显体现出其对华政策的两面性。短期内中美两国之间战略竞争态势不会停止,甚至有加剧紧张的可能性,“日本政界对美国实施对华竞争战略充分肯定、中日长期未能缓和领土争议以及地缘战略上日本对中国消极认知,都将继续成为中日关系改善难以顺利实现的严峻考验”。从日本自民党政治立场集体右倾的政治生态以及深受美日同盟制约的政治环境来看,未来岸田内阁势必会维持一定程度的对华强硬态势,从这一层面观察,日本很可能继续通过打“台湾牌”来配合美国遏制中国的战略。
It should, however, also be noted that the Sino-Japanese relationship remains one of the most important bilateral relationships for the Japanese government, and Japan still cannot do without China when it comes to regional development and economic revitalization. Although Japan sees China as an adversary in security and there is also some economic competition between the two countries, it nonetheless considers China a key link in the global market and supply chains, and thus has maintained a relatively stable economic relationship with China. Even though Japan is cooperating with the United States on the overall strategic level and some right-wing forces in Japan are even advocating economic “de-sinicization,” the Kishida cabinet does not support decoupling from China’s economy either as a policy or as a concept for economic security reasons, and has taken a more cautious attitude in its actual action. Economic and trade relations between China and Japan are already very close, and this economic linkage can effectively restrain Japan from taking excessive action on the Taiwan issue. As economic and trade ties between the two countries grow ever closer, China’s huge market will be indispensable to Japan’s economic development. If Japan touches China’s red line on the Taiwan issue, Sino-Japanese relations, and thus Japan’s economy, are bound to experience a shock. The LDP’s Kōchikai faction led by Kishida, having inherited the principle of economic priority from former prime minister Isato Ikeda, places more emphasis on economic and trade interests. The RCEP agreement that came into force in January 2022 has brought Sino-Japanese economic and trade relations closer still. The 2022 Diplomatic Bluebook highlighted that despite the impact of the Covid-19 pandemic, trade between China and Japan had grown by 14.8 percent year-on-year in 2021. China had been Japan’s largest trading partner for 15 consecutive years, and Japan was the third largest source of foreign investment in China.38 This is precisely why there is still a strong but low-profile force in Japan pushing Sino-Japanese relations toward continued cooperation and peace. In the future, the Kishida government is unlikely to rashly violate the principles established in the four China-Japan political documents. Rather, due to the U.S.-Japanese alliance and the strategic competition between the United States and China, the Kishida government will still maintain flexibility in dealing with China; that is, “Sino-Japanese relations are about the economy and trade, and U.S.-Japanese relations are about security.”
但也应该清楚看到,中日关系仍然是日本政府最为高度重视的双边关系之一,日本在区域发展与经济振兴上仍然离不开中国。日本虽然在安全领域与中国对立,在经济上也与中国存在着一定的竞争,但日本仍然视中国为世界市场和供应链中的关键一环,因而始终坚持与中国保持着相对稳定的经济关系。即使日本在整体战略层面配合美国,国内一些右翼势力甚至试图推动日本在经济上“去中国化”,但岸田内阁在经济安全政策及理念上并不支持对华经济脱钩,在实际的行动中采取了更为谨慎的态度。当前中日经贸关系已经非常紧密,这种经济上的连结也能有效制约日本在台湾问题上采取过分的行动。随着中日经贸关系越来越密切,日本经济发展离不开中国庞大的市场,如果日本在台湾问题触碰到中国的红线,势必影响中日关系,冲击日本经济。岸田文雄领导的日本自民党宏池会,继承前首相池田勇人的经济优先路线,比较重视经贸利益。2022年1月,区域全面经济伙伴关系协定(RCEP)生效,中日经贸关系更加密切。日本2022年新版《外交蓝皮书》中强调,即使在新冠肺炎疫情冲击下,2021年中日贸易同比增长了14.8%,中国连续15年成为日本最大的贸易伙伴国,日本也是中国第三大外资来源国。正因为如此,日本国内仍有一股强大但低调的力量推动中日关系朝着继续合作、和平的方向走。未来岸田政府应当不会贸然突破中日关系四个政治文件的底线,但受制于美日同盟与中美之间的战略竞争关系,岸田政府处理对华关系还是会保持灵活政策,亦即“中日关系上的经贸归经贸,美日关系上的安保归安保”。
Faced with fluctuations in Sino-U.S. relations, Japan wants to hold tight to the United States without destabilizing its relationship with China, and to enjoy U.S. security protection without losing access to China’s huge market—neither of which it can do without.39 In the future, Japan-Taiwan relations will probably continue to maintain the established policy models of “strictly maintaining the distinction between official and civil” and “actively developing practical non-governmental relations.” From the perspective of Japan’s overall national strategy, however, there have been significant breakthroughs in its Taiwan Strait policy compared to the past. In the military and security realms, “defending Taiwan” has moved from words to substantive preparations. In economy and trade, meanwhile, cooperation between Japan and Taiwan has also become closer, especially in upgrading the supply and production chains of high-tech industries such as semiconductors. If the strategic competition between China and the United States continues to escalate, and if cross-Strait relations reach an impasse and the United States continues to support Taiwan, Japan will follow the United States’ lead and take the opportunity to pursue its geopolitical interests in the Asia Pacific to maximize security and economic interests. The spiraling tensions are bound to cause continued instability in the Taiwan Strait region. Yan Xuetong argues that “the confrontation between China and the United States will lead to a strengthening of the U.S.-Japan alliance as the United States collaborates with its partners in the Asia Pacific, using Japan to balance China’s role as a major power in Asia. China will then lose the possibility of leveraging the disagreements between Japan and the United States.”40 In summary, the political foundation of Sino-Japanese relations is likely to suffer further blows in the coming period due to the Taiwan issue, and the mainland’s two struggles of “opposing interference” and “opposing Taiwan independence” will be carried out simultaneously, while the situation and tasks of opposing “independence” and promoting reunification will also face new challenges.
面对中美关系的起伏不定,日本既想抱紧美国,又想稳住中国;既离不开美国的安全保护,又离不开中国的巨大市场,中美战略博弈的大背景决定了日本外交中朝秦暮楚的言行。未来日台关系将可能继续保持过去既有的“严控官方民间分流政策”与“积极发展非政府间实务关系”政策模式。不过,从日本国家战略全局观察,其台海政策相比以往已有较大突破,在军事安全领域“协防台湾”已进入实质准备阶段,而日台经贸方面,尤其是半导体等高科技产业链、供应链升级合作双方也更加密切。如果中美两国战略竞争持续升级,在两岸关系陷入僵局以及美国对台不断支持的状态下,日本也会紧跟美国脚步,趁机谋求亚太地区地缘政治利益,实现其安全与经济利益的最大化,此种螺旋效应的持续上升,势必造成台海地区的不稳定情势发展下去。阎学通认为,“中美对立会导致美国在亚太合作中强化日美联盟,以日本平衡中国在亚洲的大国作用,而中国则失去利用日美矛盾的可能”。综上所述,未来一段时期中日关系的政治基础很可能会因台湾问题而进一步遭受冲击,祖国大陆的“反干涉”和“反台独”两种斗争将会同步进行,而反“独”促统的形势与任务也会面临新的挑战。