【マーケの種154:北上消費と“すれ違う”香港②】

赤い輪ゴムで固く縛られた丸まった20ユーロ紙幣
赤い輪ゴムで固く縛られた丸まった20ユーロ紙幣

「財布を閉じる観光客たち」

香港に来る観光客のスタイルが、明らかに変わってきています。数年前まで旺角や尖沙咀で見られたような“爆買い”の姿はすっかり影を潜め、代わりに目立つのはスマホを片手に街を歩く、軽やかな旅行者たち。彼らの目的は、**買うことより「どこでどう過ごすか」**にシフトしています。

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[Marketing Seed 153: From Inbound to Relocator? ⑤]

A wealthy older woman wearing sunglasses, holding fans of dollar bills in neon lighting
A wealthy older woman wearing sunglasses, holding fans of dollar bills in neon lighting

📜 The New Hierarchical Structure Created by an Invisible “Immigration Policy” The Japanese government explicitly states that it is “not promoting an immigration policy,” but the current visa system effectively possesses a framework that allows the “relocation of the wealthy.” For instance, Investor/Business Manager visas and Highly Skilled Professional visas allow for relatively easy long-term stays if certain asset or income criteria are met.

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【香港図鑑151:海鮮料理屋さん厨房】

香港の海鮮料理店の厨房に整然と並べられた下ごしらえ済みの野菜や食器
香港の海鮮料理店の厨房に整然と並べられた下ごしらえ済みの野菜や食器

海鮮料理屋さんの厨房を、皆さんは覗いたことがありますか?

香港の厨房はまさに“熱気のスタジアム”で、五感が一度に刺激される独特の世界です。ガーガーと唸るような音を立てる業務用ガステーブルは、火力が家庭用の数倍と言われるほど強力で、調理台は広くて頑丈で、表面には整然と並べられた皿やボウルが光を反射して静かに輝いています。

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【マーケの種153:インバウンドから移住者へ?⑤】

ネオンライトの中で大量のドル札を扇状に広げて持つ裕福な高齢女性
ネオンライトの中で大量のドル札を扇状に広げて持つ裕福な高齢女性

📜 見えない“移民政策”が生む新たな階層構造。

日本政府は「移民政策を推進していない」と明言していますが、現行のビザ制度は実質的に「富裕層の移住」を認める枠を持っています。たとえば、投資・経営ビザや高度専門職ビザは、一定の資産や収入基準を満たせば比較的容易に長期滞在が可能。近年ではアジア圏の富裕層が、東京や京都、沖縄などを「第2の生活拠点」とする例も増えています。🏝️ こうした曖昧な制度設計は、短期的な経済刺激にはなる一方で、経済格差を拡大させる温床にもなりかねません。

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[Marketing Seed 152: From Inbound to Relocator? ④]

An immigration consultant ad promoting family relocation, featuring a woman holding a Japanese passport against a cherry blossom background
An immigration consultant ad promoting family relocation, featuring a woman holding a Japanese passport against a cherry blossom background

✈️ “From Tourism to Settlement” ── A Shift in the Times has Become Visible. Over the past few years, against the backdrop of an explosive increase in tourists, Japan has positioned inbound tourism as the main axis of its growth strategy. In 2023, the number of foreign visitors exceeded 25 million, approaching pre-COVID levels. However, what is recently drawing attention is a new trend: not “staying,” but “relocating.” Driven by the internationalization of work styles and the spread of remote work, the number of foreigners desiring long-term stays or permanent settlement is steadily increasing. 🌍

💳 However, Immigrants Do Not Automatically Equal Economic Benefits. Unlike short-term tourism consumption, the spending of relocators is more cautious and dispersed. The reality is that while they pay for daily groceries and utility bills in Japan, many manage their living funds through overseas accounts. For instance, if the payment systems used for credit card transactions and online shopping belong to foreign companies, a portion of those profits flows out of the country. Even if they buy luxury goods, royalty fees to the brand’s headquarters are remitted overseas—such structures lurk within many transactions. As a result, there are many cases where the actual return to domestic companies is limited, despite the “flashiness of apparent consumption.”

🚨 And Another Impact: “Price Polarization.” The increase in relocators is quietly affecting the economic structure of urban areas as well. Particularly in Tokyo, Kyoto, and Fukuoka, housing demand from wealthy foreigners is rising. The average price of luxury condominiums in Tokyo has multiplied by about 1.6 over the past five years. Furthermore, “foreign-oriented pricing” is increasing in the food, service, and education sectors. As a result, a new challenge is emerging: the rising cost of living for Japanese people 😓.

📈 The Perspective Required for “Post-Inbound.” What the Japanese economy needs moving forward is to reevaluate the meaning of not just “having them visit,” but “having them live together with us.” How to welcome relocators not as “consumers,” but as “co-creators of the local community” ── that strategy will be the key determining the next phase. (To be continued)

* Reference Article: JNTO “Trends in Visitor Arrivals to Japan”
* From the Marketing Seed series. Please also read this article →Because It’s the Age of AI—Let’s Talk Human Touch (3) ~ Seeds of Marketing #60

[Marketing Seed 151: From Inbound to Relocator? ③ ]

Screenshot of a Chinese online ad promoting "Low-cost Japan relocation: Last chance!?"
Screenshot of a Chinese online ad promoting "Low-cost Japan relocation: Last chance!?"

📊 Shifting Corporate Perspectives: From “Tourists” to “Residents”

Companies are beginning to emerge that interpret the increase in foreign residents not merely as a phenomenon, but as a sign of a new market. At financial institutions and real estate companies in urban centers like Tokyo and Osaka, a transition is underway—moving beyond traditional tourism-oriented sales to services tailored for those who “live” here.
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【マーケの種151:インバウンドから移住者へ?③💼】

「低コストでの日本移住 最後チャンス!?」と謳う中国語のネット広告スクリーンショット
「低コストでの日本移住 最後チャンス!?」と謳う中国語のネット広告スクリーンショット

📊 変わる企業の視線――「観光客」から「生活者」へ。

外国人移住者の増加を単なる現象ではなく、新しい市場の兆しとして読み取り始めた企業が現れています。東京・大阪など都心の金融機関や不動産会社では、これまでの観光向けセールスから一歩踏み込み、“暮らす”層へのサービス転換が進行中です。英語や中国語(繁体字・簡体字)でのカスタマーサポートを拡充し、香港・台湾・シンガポールの富裕層向けに「永住・長期滞在サポート窓口」を設ける動きも。たとえば、大手都市銀行の一部では**外国籍の住宅ローン申し込み件数が前年比35%増(2023年時点)**に。経済動向とともに、企業の構え方も確実に変わってきています。

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