New Delhi. China has again completely banned Japanese seafood imports and this decision has come in direct response to the recent statements regarding Taiwan by the new Japanese Prime Minister Sanae Takaichi. Beijing clearly said that in the current situation there is no market for Japanese marine products in China. Japan has not yet received official information but Tokyo is preparing to complain to WTO.
This strict step is directly impacting India’s seafood exporters and the impact is positive. Due to the stoppage of Chinese imports to Japan, a huge space has suddenly opened up for supplier countries like India. This Chinese market has come as a new opportunity for Indian companies facing 50 percent American tariffs.
Big benefit to Indian companies
After these latest sanctions by China, there has been a strong rise in the shares of Indian seafood companies. The biggest impact has been felt by Avanti Feeds and Coastal Corporation, for which China can become the biggest growth market in the next few months.
Avanti Feeds: This news came on Wednesday and yesterday the company’s shares closed 10 percent higher, which is the biggest jump in two months. The company has already prepared a plan to increase shipments to China.
Shares of Coastal Corporation also increased by 5 percent on Tuesday. The company was looking for new markets amidst the tariff pressure of America and China has come as the biggest option for it. Shares of other seafood related companies also saw a rise on Wednesday.
shares fell today
However, due to profit booking on Thursday, these shares also came down. Coastal Corporation fell 2.54 percent to close at Rs 43. At the same time, Avanti Feeds could gain only 0.71 percent today and closed at Rs 847.65. Similarly, Waterbase Limited closed down by about 1 percent.
Background of the Fukushima controversy
In 2023, Japan released treated waste water from the Fukushima nuclear plant into the sea, which China termed as nuclear contaminated water. Soon after, China imposed an embargo on all Japanese marine products, affecting Japan’s annual exports of more than $500 million. After the IAEA approval in September 2025, China had given partial relaxation and restarted the entry of some products by implementing strict testing. The first consignment from Hokkaido reached China in early November.
Takaichi’s statement added fuel to the fire
The trigger was November 12, 2025, when Prime Minister Sanae Takaichi said in parliament that an attack on Taiwan could jeopardize Japan’s security and in such a situation Japan could intervene militarily. Beijing reacted by calling it a statement that harms the political base.
China’s swift action
China immediately stopped importing Japanese seafood. Also, the release of two Japanese films was stopped and a mild level advisory was issued on Japan tourism. This raised fears of cancellation for some 7.5 million Chinese tourists, who were the largest traveler group to Japan from January to September this year.
The meeting between Masaaki Kanai of Japan and Liu Jinsong of China in Beijing on 18 November was inconclusive. China demanded an apology from Takaichi, while Japan called the ban impractical.
Economic impact: who lost, who won
Japan’s seafood industry is estimated to suffer a loss of 100 to 150 million dollars. Shares of companies slipped in the market where Kyokoyo Company fell by 2.7 percent and Nissui Company fell by 3.1 percent. The tourism sector may also suffer a blow worth billions. There is a possibility of increase in domestic prices in China but Beijing is calling it a health safety step. On the other hand, shares of Chinese companies like Zhanjiang Guolian registered gains.
