I am fascinated by a lot of stuff, such as foreign policies, social justice, education, technology and economics. Recently I found myself passionate about street photography.
Friday, August 15, 2014
Sunday, August 10, 2014
一个80后的人回首中国的改开历程
作为一个1981年出生在中国一个经济特区的人,我像大多数同龄人一样,在最前线经历了中国过去30年改革开放的一幕又一幕。很多东西当时没有明白。现在年纪大了,开始会结合世界环境想问题了以后,才开始慢慢明白。
我生长在珠海。尽管是邓小平亲手画圈指定的四个经济特区的一个,但珠海在80年初跟一个小渔村没什么区别。那时候珠海有一个百货公司,叫百货一条街。真如其名,那时候珠海就那一家百货公司。里头的商品99%都是土得掉渣的国产货。偶尔会有几个日本或者香港进口的自动铅笔和文具盒,可以想象作为小学生的我那时看着是多么眼馋的。总而言之,80年代的珠海,物质商品是十分匮乏的。所有的外国进口货都只能在友谊商店才买得到,而且要用“兑换券”,不能直接用人民币购买。而珠海那时是毗邻澳门的特区,比内地的情况已经是好不少了。
由于离港澳相近,珠海和珠江三角洲很多其他城市一样,在家庭和文化上和港澳有着千丝万缕的关系。我们家有不少亲戚在港澳,我们自己从小也收看香港的翡翠本港台的电视节目长大。小时候的我们很羡慕港澳的亲戚,因为他们每次回来探亲都穿得十分洋气,并带着一大堆日本和美国品牌的商品回来。我们这些大陆长大的小孩不免有些小自卑。记得有一次香港的一个表哥拿着他的一个模型车给我看,很自豪的跟我说这是日本产的。搞得我都不好意思跟他一起分享自己的玩具了。我想香港人对大陆人的那种优越感就是从那时候开始的吧。
从那时候我就不太明白,为什么我们不能像香港澳门一样,进口卖那些先进又漂亮的外国货,而要在又破又土的百货一条街卖那些劣质的国产货呢?为什么香港澳门的街上都跑着花花绿绿的各种品牌的外国汽车,而珠海的街道上都是国产的桑坦那,金杯和一些跟历史片里似得苏联车呢? 为什么麦当劳在港澳满街都是,而珠海到95年才有第一家呢?为什么我小时候都得吃国产的零食,而跟我同龄的港澳亲戚却去着西式的超市吃着舶来的食品呢?那些问题困扰了我整个童年。很多问题直到最近我才明白。
最近读了一本韩国人Ha-joon Chang写的一本书,叫<<自由贸易下的秘密>>。其中有一章讲他自己亲身经历韩国的经济是怎么起飞的。1969年前,韩国以出口农产品和低端纺织品为主,比非洲很多国家还穷。韩国政府清楚知道,要发展经济,必须要扶持本国的制造工业。因此1970年代的韩国,跟我小时候的珠海一样,是绝对买不到外国货的。因为买外国货意味着本国的同类产品没法发展,而且这些外汇被浪费了。韩国政府努力保护本国产业,并严格限制出口赚回来的外汇流通,利用这些外汇来引进更先进的生产技术和设备。可以说是全民勒紧裤腰带来打造了三星,现代,LG,浦项制铁等几个后来世界性的企业。
80-90年代的中国,正处于勒紧裤腰带来打造自己工业体系的时期。想象一下,如果那时候就让西方的先进商品自由流通在中国的市场,还会有人买中国货么? 中国会有自己的民族产业么? 如果那时候就让外汇在中国自由交易,中国的人民币现在还有自己的自主权么? 不像泰国那样整个国家被索罗斯卖空就不错了。拉美国家就是一个活生生的例子。由于奉行所谓的“自由贸易”, 拉美国家的市场完全被西方产品占领。自己完全没有工业。完全靠出口低价原材料来维持经济。由于货币跟美元自由兑换,阿根廷的货币动不动就通货膨胀几百上千倍。
勒紧裤腰带30年后的中国,现在是世界第二大经济强国。当年夸自己用日本货的香港亲戚,现在用的还是日本货,因为没有自己拿得出手的商品。而中国大陆的土孩子们长大后打造出华为,联想,阿里,格力等走向世界的品牌。香港明星如黄伟文成天以怎么找到一些调转的欧洲日本设计师服装为荣,国母彭丽媛第一次出国访问时却大大方方地穿着广州本土设计大衣和手袋。经过30年的努力,我们慢慢从为自己的产品害羞,变成为自己的产品自豪。现在要有可能,我都尽量买中国的品牌。不光是为了省钱, 买的时候心里更享受着一丝骄傲。
Wednesday, August 6, 2014
中国要打的“三大战役”
以反腐败为抓手、以周永康为重心,新一届政府打了一场大仗,就像复刻了解放战 争时期的“辽沈战役”:查办石油系如同打下锦州,剩下的都是瓮中捉鳖;此后对四川 官场的彻查、政法系统的清理可以看作是血战四平、围猎长春。
但是,辽沈战役只是一个开端,重要的是后续怎么办,下一步在哪里?
第一大战役:四中全会与法治社会
四中全会即将召开,主题已经提前确定:依法治国。对此,需要为习近平主席和本 届政府的“超前动作”点赞。一般而言,一中二中定人事,三中搞经济,四中抓党建和 落实,这次四中全会抓法治,可谓特例。
首先,原本以为依法治国这样的议题会在下一届任期、至少是下一年才会大动作, 但是让人看到了本届政府“一万年太久,只争朝夕”的精神。以庸俗的政治观来看,目 前还处于打老虎、拍苍蝇的进行时,还处于王岐山所说的“治标”阶段,是运动反腐。 这时候强调依法治国,有些人难免会以为这是一种“收官”的信号。但是,想一想,徐 才厚案还未定夺,新一批的巡视组还在地方扎根,应该不是反腐运动的终结,更可能是 把制度建设和治标运动同步进行——倘如此,幸甚。
其次,现在主流的反腐运动究其实是治党、治军之策,但是,中国社会的腐败根深 蒂固、范围极广,需要运动反腐、制度反腐、群众反腐的结合。法由人而定,法依人而 行,谈何容易!比如,严法之下,不少地方政府出现了不作为、但求无过的“看官”, 等等,挑战众多。
近期,众多国企内部的腐败被查办,不少外企也因行贿、垄断等诉诸司法,吴英案 、唐慧案等民间民粹对司法的干涉也屡见不鲜……这些不同层面的变相违法案例,只靠 中央决心,断然无法解决,严肃法纪、公开透明还是根本所在。但是,中国并不缺法律 条文,而是执行不力,有法不依。这种情况下,提出依法治国的重心,恐怕不是立法、 守法,而是关注预防、执法、及违法之后的惩戒。对此,还需要很多创造性的解决方案 ,这也应该是此次四中全会的着力点。
综合看,反腐运动与法治,仍然可以视作是辽沈战役。
第二大战役:高效市场经济与优化分配
首先,要完善高效公平的市场经济机制,但不能掉入陷阱。比如,某知名经济学家 曾经强调市场的万能性,最近也不得不承认市场也分为好的市场、坏的市场。殊不知, 这也是另一种思想上的混沌,好、坏本身就是道德法则,与立场有关。强人如刘汉者, 自然认为官商就是对他最好的机制;得暴利如地产商者,也可以满口正义成为创业导师 ,认为他们的资本是应得的……
市场优劣,第一要看它是否促进了生产力,有很高的资源配置效率;第二就是它是 否相对公平。比如,垄断国企自然必须改,特别是要建立董事会、经理人和监管人结合 的公司治理机制,需要优化经济增加值考核,需要向社保分红,需要引入国企间竞争, 逐步打开私企牌照准入等市场化举措,也需要反腐——但是,这与崽卖爷田、变相管理 层收购毫不相关。在中国最牛的企业,如华为、阿里巴巴、招行等,管理层所持股权反 倒不多。
而且,中国的市场建设中,最严重的问题是政府僭越与缺位并存。比如,本周李克 强总理提到的政府过多的审批有寻租嫌疑,比如,对土地出让的过多干预是裁判员参与 比赛的问题;反过来,现在市场中还有很多政府该干而没有干好的,需要去补足,比如 ,食品药品监管、国资贱卖、地产商各种逃税避税……这种情况下的自由化只能是一切 权利归资本。
其次,市场不是万能的,必须通过制度优化财富分配。在全球30多个发达国家里, 日本、韩国、德国、法国、北欧五国的贫富差距都不算大;而美国、英国为代表的盎格 鲁撒克逊法系则要大得多,几个并不发达的金砖国家反倒基尼系数很高,这都与它们的 经济制度休戚相关,特别与它们的经济分配制度相关。不如,更低的资本税必然导致贫 富差距过大,而对促进经济增长几无帮助。对该问题,在欧美炙手可热的法国经济学家 皮克提的《21世纪资本论》所述颇多。
中国有太多人致富是靠着“封建资本主义”的裙带关系(比如,很多私营矿山来自 低价非法获取国家资源),“野蛮资本主义”的资本增值(比如很多房地产商囤地待涨) 。这些问题导致了社会的极大不公平,是贫富差距里不能容忍的部分,是封建主义和资 本主义里那些最阴暗的部分。所以,需要建设现在还千疮百孔的市场,但是又不能让政 府僭越或缺位;要解决贫富差距问题,不能放过裙带资本、野蛮资本,但是又要鼓励真 正的企业家精神和动物精神。这个战役几乎攸关所有官僚资本和野蛮资本家的利益,比 之反腐,难度有过之而无不及。
要顺利解决市场化问题、显著解决贫富差距问题,就要坚定不移完善市场制度,兼 顾保护优秀合法企业家利益,需要和日本一样与资本一方“春斗”,需要和解……可以 视为平津战役。
第三大战役:和平崛起与生存空间
与内政相比,关注外交的人要少得多。但是,在地球村当中,中国的未来与全球的 未来密不可分,中国必须要在全球寻找资源、寻找市场,直面竞争又要广泛合作——所 以,某种程度上,国际关系的成败也关系到国内的很多事务的成败。
本届政府在外交方面应该说积极进取、刚中带柔,延续了中国在外交上的成熟思路 并有明显推进。其中,政治上依靠中俄战略合作伙伴关系、金砖四国峰会、中非峰会、 上合组织四大互相交叉的不结盟合作;经济上借助77国集团、金砖银行、中欧多国货币 互换、东盟10+3等关系让中国的外交基线变得非常稳健。同时,中国与欧洲多国实现了 经贸上的紧密合作,在政治上与英、法、德等距离外交,与“老欧洲”的关系大体无虞 ;在复杂的中东关系上,中国没有过早受到诱惑卷入,堪称明智。
如是,主要矛盾落在了南海、东海为核心的太平洋沿岸,日本、菲律宾、越南背后 都是中美角力,这也是最难处理的一对矛盾。中国数年内的实力都不足以挑战美国,但 是,又必须现在就直面站在门口的巨人,如何和平崛起又保障自身的生存空间,相当不 易。
这种竞争,最好的格局就是:军事上威慑但不破局,政治上合作为主竞争为辅,而 在经济战场上暗中角力。其实,我们已经可以看到这种格局:八一建军节之前,中国举 行了备受瞩目、近年来最具实战性的朱日和军事演习,低调公布了有史以来最强大的东 风41战略导弹,威慑之意明显;政治上,在东乌克兰、伊拉克、巴勒斯坦等地,两方都 相当谨慎,宁可置身事外、选取弃子战术,生怕陷入泥潭影响主战场;而在双方利益最 攸关的地区,无论是中日关系、中菲关系上,又互不相让……这种格局肯定会在相当长 时间内存在。最终,战场可能在企业和经济战场展开。偏偏在经济领域,特别是企业市 场上,政府所能起到的作用并不是很多,更多要靠企业自身,政府更多是顺势而为。
比如,最近一段时间,中国政府都在积极去IOE(去IOE是对去“IBM、Oracle、EMC ”的简称,三者均为海外IT巨头),针对高通、微软等反垄断,还查办了葛兰素史克等 外企腐败案。去IOE可以给华为、浪潮等IT企业一些空间,但是,在大多数领域,如专 利药、操作系统和芯片等领域,中国厂商相距甚远,未必就能给国内企业带来很大的市 场机会。这些主要市场说了算的领域,也不可能砸下四万亿就能起到效果。反倒是一些 领域的国企更为适合,比如,中石油已经超过埃克森美孚成为全球石油储量第一的公司 ,比如中国的高铁已经成为经济外交的一个重要手段……这其实与国企的身份关系不大 ,是因为这些领域恰恰不仅仅市场说了算。
可见,中国争夺国际生存空间的路还有很远,对国家来说风险重重又不得不为,对 企业和市场来说,还有赖于中国未来的企业家和90后、00后新生代们,是一场需要高层 指挥大兵团作战、但是又需求全民参与的“淮海战役”。
正是因为有了前期反腐体现出强大力度,人们当然对本届政府有更高的期望。政治 上的反腐与制度化、经济上的市场化与再分配、外交领域的发展空间与和平崛起,可以 视为本届政府需要后续挑战的三大战役——抑或需要多届政府延续下去的命题。
材料技术是中国走向制造强国的最大壁垒
Monday, August 4, 2014
产业升级没有捷径
这些想法非常天真。英国从一个欧洲岛国变成工业强国花了150年。德国从欧洲的“山寨国”变成一个制造业的金漆招牌花了近200年。日本从明治维新起就开始工业化,直到1980年代才摆脱“山寨”这个label. 中国真正开始工业化可以说是改开开始,也就是说只有30年。
产业发展中有些东西可以山寨,可以偷,例如产品的造型,基本的功能,甚至图纸,代码等等。但是有两样最基本的东西你怎么也偷不了:高素质的技术人员,和大量的经验技术积累。一个产品核心技术,一般背后累计了最起码5-10年的研发积累。这包括无数失败的方案,各种性能测试数据,设计和优化方法。这些都不是直接写在图纸和代码上,却是工程师通过经验积累体现在字里行间的。在高科技行业,有一句话很正确:就是给你图纸,你都做不出来。因为高端产品在生产过程中有无数细节,只有经验丰富的技术人员才知道如何处理。这些人的培养需要最起码10-15年在和技术不断磨拳搽掌中培养。
Friday, July 25, 2014
Unconditional Support for Israel is Profoundly Damaging to Americans
U.S. Aid to Israel: Funding our Decline
On April 1st I participated in a debate in San Francisco that raised the question of US aid to Israel.It was highly appropriate that this debate was held two weeks before tax day, since in Israel’s sixty years of existence, it has received more US tax money than any other nation on earth.
During periods of recession, when Americans are thrown out of work, homes are repossessed, school budgets cut and businesses fail, Congress continues to give Israel massive amounts of our tax money; currently, about 7 million dollars per day.
On top of this, Egypt and Jordan receive large sums of money (per capita about 1/20th of what Israel receives) to buy their cooperation with Israel; and Palestinians also receive our tax money (about 1/23rd of that to Israel), to repair infrastructure that Israeli forces have destroyed, to fund humanitarian projects required due to the destruction wrought by Israel’s military, and to convince Palestinian officials to take actions beneficial to Israel. These sums should also be included in expenditures on behalf of Israel.
When all are added together, it turns out that for many years over half of all US tax money abroad has been expended to benefit a country the size of New Jersey.
It is certainly time to begin debating this disbursement of our hard-earned money. It is quite possible that we have better uses for it.
To decide whether the US should continue military aid to any nation, it is essential to examine the nature and history of the recipient nation, how it has used our military aid in the past, whether these uses are in accord with our values, and whether they benefit the American taxpayers who are putting up the money.
1. What is the history and nature of Israel?
Describing Israel is always difficult. One can either stay within the mainstream paradigm, or tell the truth. I will opt for the truth.
Drawing on scores of books by diverse authors, the facts are quite clear: Israel was created through one of the most massive, ruthless, and persistent ethnic cleansing operations of modern history. In 1947-49 about three-quarters of a million Muslims and Christians, who had originally made up 95 percent of the population living in the area that Zionists wanted for a Jewish state, were brutally forced off their ancestral land. There were 33 massacres, over 500 villages were completely destroyed, and an effort was made to erase all vestiges of Palestinian history and culture.
The fact is that Israel’s core identity is based on ethnic and religious discrimination by a colonial, immigrant group; and maintaining this exclusionist identity has required continued violence against those it has dispossessed, and others who have given them refuge.
2. How has Israel used our military aid in the past?
In all of its wars except one, Israel has attacked first.
In violation of the Arms Export Control Act, which requires that US weapons only be used in “legitimate self defense,” Israel used American equipment during its two invasions of Lebanon, killing 17,000 the first time and 1,000 more recently, the vast majority civilians. It used American-made cluster bombs in both invasions, again in defiance of US laws, causing the “most hideous injuries” one American physician said she had ever seen, and which, in one day in 1982 alone, resulted in the amputation of over 1,000 mangled limbs.
It has used US military aid to continue and expand its illegal confiscation of land in the West Bank and Golan Heights, and has used American F-16s and Apache Helicopters against largely unarmed civilian populations.
According to Defence for Children International, Israel has “engaged in gross violations of international human rights and humanitarian law.” Between 1967 and 2003, Israel destroyed more than 10,000 homes, and such destruction continues today. A coalition of UK human rights groups recently issued a report stating that Israel’s blockade of Gaza is collective punishment of 1.5 million people, warning: “Unless the blockade ends now, it will be impossible to pull Gaza back from the brink of this disaster and any hopes for peace in the region will be dashed.”
In addition, Israel uses US military aid to fund an Israeli arms industry that competes with US companies. According to a report commissioned by the US Army War College, “Israel uses roughly 40 percent of its … military aid, ostensibly earmarked for purchase of US weapons, to buy Israeli-made hardware. It also has won the right to require the Defense Department or US defense contractors to buy Israeli-made equipment or subsystems, paying 50 to 60 cents on every defense dollar the US gives to Israel.”
Israel has used US aid to kill and injure nonviolent Palestinian, American and international activists, as well as American servicemen. Israeli soldiers in an American-made Caterpillar bulldozer crushed to death 23-year-old Rachel Corrie; an Israeli sniper shot 21-year-old Tom Hurndall in the head; Israeli soldiers shot 26-year-old Brian Avery in the face. In 1967 Israel used US-financed French aircraft to attack a US Navy ship, killing 34 American servicemen and injuring 174.
Israel has used US aid to imprison without trial thousands of Palestinians and others, and according to reports by the London Times and Amnesty International, Israel consistently tortures prisoners; including, according to Foreign Service Journal, American citizens.
3. Are these uses in accord with our national and personal values?
Not in my view.
4. Do these uses of US aid benefit American taxpayers?
While some Israeli actions have served US interests, the balance sheet is clear: Israel’s use of American aid consistently damages the United States, harms our economy, and endangers Americans.
In fact, this extremely negative outcome was so predictable that even before Israel’s creation virtually all State Department and Pentagon experts advocated forcefully against supporting the creation of a Zionist state in the Middle East. President Harry Truman’s reply: “I am sorry gentlemen, but I have to answer to hundreds of thousands who are anxious for the success of Zionism. I do not have hundreds of thousands of Arabs among my constituents.”
Through the years, as noted above, our aid to Israel has not resulted in a reliable ally.
In 1954 Israel tried to bomb American targets in Egypt, intending to pin this on Muslims.
In 1963 Senator William Fulbright discovered that Israel was using a series of covert operations to funnel our money to pro-Israel groups in the US, which then used these funds in media campaigns and lobbying to procure even more money from American taxpayers.
In 1967 Israeli forces unleashed a two-hour air and sea attack against the USS Liberty, causing 200 casualties. While Israel partisans claim that this was done in error, this claim is belied by extensive eyewitness evidence and by an independent commission reporting on Capitol Hill in 2003 chaired by former Chairman of the Joint Chiefs of Staff Admiral Thomas Moorer.
In 1973 Israel used the largest airlift of US materiel in history to defeat Arab forces attempting to regain their own land, triggering the Arab oil embargo that sent the US into a recession that cost thousands of Americans their jobs.
During its 1980s Lebanon invasion, Israeli troops engaged in a systematic pattern of harassment of US forces brought in as peacekeepers that created, according to Commandant of Marines Gen. R. H Barrow, “life-threatening situations, replete with verbal degradation of the officers, their uniform and country.”
Through the years, Israel has regularly spied on the US. According to the Government Accounting Office, Israel “conducts the most aggressive espionage operations against the United States of any ally.” Secretary of Defense Caspar Weinberger said of Israeli spy Jonathan Pollard: “It is difficult for me… to conceive of greater harm done to national security,” And the Pollard case was just the tip of a very large iceberg; the most recent operation coming to light involves two senior officials of the American Israel Public Affairs Committee (AIPAC), Israel’s powerful American lobbying organization.
Bad as the above may appear, it pales next to the indirect damage to Americans caused by our aid to Israel. American funding of Israel’s egregious violations of Palestinian human rights is consistently listed as the number one cause of hostility to Americans.
While American media regularly cover up Israeli actions, those of us who have visited the region first-hand witness a level of US-funded Israeli cruelty that makes us weep for our victims and fear for our country. While most Americans are uninformed on how Israel uses our money, people throughout the world are deeply aware that it is Americans who are funding Israeli crimes.
The 9/11 Commission notes that Khalid Sheikh Mohammed’s “…animus towards the United States stemmed…from his violent disagreement with U.S. foreign policy favoring Israel.” The Economist reports that “… the notion of payback for injustices suffered by the Palestinians is perhaps the most powerfully recurrent theme in bin Laden’s speeches.”
The Bottom Line
In sum, US aid to Israel has destabilized the Middle East; propped up a national system based on ethnic and religious discrimination; enabled unchecked aggression that has, on occasion, been turned against Americans themselves; funded arms industries that compete with American companies; supported a pattern of brutal dispossession that has created hatred of the US; and resulted in continuing conflict that last year took the lives of 384 Palestinians and 13 Israelis, and that in the past seven and a half years has cost the lives of more than 982 Palestinian children and 119 Israeli children.
By providing massive funding to Israel, no matter what it does, American aid is empowering Israeli supremacists who believe in a never-ending campaign of ethnic cleansing; while disempowering Israelis who recognize that policies of morality, justice, and rationality are the only road to peace.
It is time to end our aid.
Monday, July 14, 2014
Friday, June 27, 2014
Left, Right, what's the difference?
Thursday, June 26, 2014
Can China Lead?: Reaching the Limits of Power and Growth
China survived — better than most parts of the world — the era of imperialism. China’s current “rise,” as its recent growth is often described, is not simply the result of the past 35 years. It has been a century and more in the making.
Friday, May 16, 2014
The State of the World: Assessing China's Strategy
Simply put, China has three core strategic interests.
Paramount among them is the maintenance of domestic security. Historically, when China involves itself in global trade, as it did in the 19th and early 20th centuries, the coastal region prospers, while the interior of China -- which begins about 160 kilometers (100 miles) from the coast and runs about 1,600 kilometers to the west -- languishes. Roughly two-thirds of all Chinese citizens currently have household incomes lower than the average household income in Bolivia. Most of China's poor are located west of the richer coastal region. This disparity of wealth time and again has exposed tensions between the interests of the coast and those of the interior. After a failed rising in Shanghai in 1927, Mao Zedong exploited these tensions by undertaking the Long March into the interior, raising a peasant army and ultimately conquering the coastal region. He shut China off from the international trading system, leaving China more united and equal, but extremely poor.
The current government has sought a more wealth-friendly means of achieving stability: buying popular loyalty with mass employment. Plans for industrial expansion are implemented with little thought to markets or margins; instead, maximum employment is the driving goal. Private savings are harnessed to finance the industrial effort, leaving little domestic capital to purchase the output. China must export accordingly.
China's second strategic concern derives from the first. China's industrial base by design produces more than its domestic economy can consume, so China must export goods to the rest of the world while importing raw materials. The Chinese therefore must do everything possible to ensure international demand for their exports. This includes a range of activities, from investing money in the economies of consumer countries to establishing unfettered access to global sea-lanes.
The third strategic interest is in maintaining control over buffer states. The population of the historical Han Chinese heartland is clustered in the eastern third of the country, where ample precipitation distinguishes it from the much more dry and arid central and western thirds. China's physical security therefore depends on controlling the four non-Han Chinese buffer states that surround it: Manchuria, Inner Mongolia, Xinjiang and Tibet. Securing these regions means China can insulate itself from Russia to the north, any attack from the western steppes, and any attack from India or Southeast Asia.
Controlling the buffer states provides China geographical barriers -- jungles, mountains, steppes and the Siberian wasteland -- that are difficult to surmount and creates a defense in depth that puts any attacker at a grave disadvantage.
Challenged Interests
Today, China faces challenges to all three of these interests.The economic downturn in Europe and the United States, China's two main customers, has exposed Chinese exports to increased competition and decreased appetite. Meanwhile, China has been unable to appropriately increase domestic demand and guarantee access to global sea-lanes independent of what the U.S. Navy is willing to allow.
Those same economic stresses also challenge China domestically. The wealthier coast depends on trade that is now faltering, and the impoverished interior requires subsidies that are difficult to provide when economic growth is slowing substantially.
In addition, two of China's buffer regions are in flux. Elements within Tibet and Xinjiang adamantly resist Han Chinese occupation. China understands that the loss of these regions could pose severe threats to China's security, particularly if such losses would draw India north of the Himalayas or create a radical Islamic regime in Xinjiang.
The situation in Tibet is potentially the most troubling. Outright war between India and China -- anything beyond minor skirmishes -- is impossible so long as both are separated by the Himalayas. Neither side could logistically sustain large-scale multi-divisional warfare in that terrain. But China and India could threaten one another if they were to cross the Himalayas and establish a military presence on the either side of the mountain chain. For India, the threat would emerge if Chinese forces entered Pakistan in large numbers. For China, the threat would occur if large numbers of Indian troops entered Tibet.
China therefore constantly postures as if it were going to send large numbers of forces into Pakistan, but in the end, the Pakistanis have no interest in de facto Chinese occupation -- even if the occupation were directed against India. Likewise, the Chinese are not interested in undertaking security operations in Pakistan. The Indians have little interest in sending forces into Tibet in the event of a Tibetan revolution. For India, an independent Tibet without Chinese forces would be interesting, but a Tibet where the Indians would have to commit significant forces would not be. As much as the Tibetans represent a problem for China, the problem is manageable. Tibetan insurgents might receive some minimal encouragement and support from India, but not to a degree that would threaten Chinese control.
So long as the internal problems in Han China are manageable, so is Chinese domination of the buffer states, albeit with some effort and some damage to China's reputation abroad.
The key for China is maintaining interior stability. If this portion of Han China destabilizes, control of the buffers becomes impossible. Maintaining interior stability requires the transfer of resources, which in turn requires the continued robust growth of the Chinese coastal economy to generate the capital to transfer inland. Should exports stop flowing out and raw materials in, incomes in the interior would quickly fall to politically explosive levels. (China today is far from revolution, but social tensions are increasing, and China must use its security apparatus and the People's Liberation Army to control these tensions.)
Maintaining those flows is a considerable challenge. The very model of employment and market share over profitability misallocates scores of resources and breaks the normally self-regulating link between supply and demand. One of the more disruptive results is inflation, which alternatively raises the costs of subsidizing the interior while eroding China's competitiveness with other low-cost global exporters.
For the Chinese, this represents a strategic challenge, a challenge that can only be countered by increasing the profitability on Chinese economic activity. This is nearly impossible for low value-added producers. The solution is to begin manufacturing higher value-added products (fewer shoes, more cars), but this necessitates a different sort of work force, one with years more education and training than the average Chinese coastal inhabitant, much less someone from the interior. It also requires direct competition with the well-established economies of Japan, Germany and the United States. This is the strategic battleground that China must attack if it is to maintain its stability.
A Military Component
Besides the issues with its economic model, China also faces a primarily military problem. China depends on the high seas to survive. The configuration of the South China Sea and the East China Sea render China relatively easy to blockade. The East China Sea is enclosed on a line from Korea to Japan to Taiwan, with a string of islands between Japan and Taiwan. The South China Sea is even more enclosed on a line from Taiwan to the Philippines, and from Indonesia to Singapore. Beijing's single greatest strategic concern is that the United States would impose a blockade on China, not by positioning its 7th Fleet inside the two island barriers but outside them. From there, the United States could compel China to send its naval forces far away from the mainland to force an opening -- and encounter U.S. warships -- and still be able to close off China's exits.That China does not have a navy capable of challenging the United States compounds the problem. China is still in the process of completing its first aircraft carrier; indeed, its navy is insufficient in size and quality to challenge the United States. But naval hardware is not China's greatest challenge. The United States commissioned its first aircraft carrier in 1922 and has been refining both carrier aviation and battle group tactics ever since. Developing admirals and staffs capable of commanding carrier battle groups takes generations. Since the Chinese have never had a carrier battle group in the first place, they have never had an admiral commanding a carrier battle group.
China understands this problem and has chosen a different strategy to deter a U.S. naval blockade: anti-ship missiles capable of engaging and perhaps penetrating U.S. carrier defensive systems, along with a substantial submarine presence. The United States has no desire to engage the Chinese at all, but were this to change, the Chinese response would be fraught with difficulty.
While China has a robust land-based missile system, a land-based missile system is inherently vulnerable to strikes by cruise missiles, aircraft, unmanned aerial vehicles currently in development and other types of attack. China's ability to fight a sustained battle is limited. Moreover, a missile strategy works only with an effective reconnaissance capability. You cannot destroy a ship if you do not know where it is. This in turn necessitates space-based systems able to identify U.S. ships and a tightly integrated fire-control system. That raises the question of whether the United States has an anti-satellite capability. We would assume that it does, and if the United States used it, it would leave China blind.
China is therefore supplementing this strategy by acquiring port access in countries in the Indian Ocean and outside the South China Sea box. Beijing has plans to build ports in Myanmar, which is flirting with ending its international isolation, and Pakistan. Beijing already has financed and developed port access to Gwadar in Pakistan, Colombo and Hambantota in Sri Lanka, Chittagong in Bangladesh, and it has hopes for a deepwater port at Sittwe, Myanmar. In order for this strategy to work, China needs transportation infrastructure linking China to the ports. This means extensive rail and road systems. The difficulty of building this in Myanmar, for example, should not be underestimated.
But more important, China needs to maintain political relationships that will allow it to access the ports. Pakistan and Myanmar, for example, have a degree of instability, and China cannot assume that cooperative governments will always be in place in such countries. In Myanmar's case, recent political openings could result in Naypyidaw's falling out of China's sphere of influence. Building a port and roads and finding that a coup or an election has created an anti-Chinese government is a possibility. Given that this is one of China's fundamental strategic interests, Beijing cannot simply assume that building a port will give it unrestricted access to the port. Add to this that roads and rail lines are easily sabotaged by guerrilla forces or destroyed by air or missile attacks.
In order for the ports on the Indian Ocean to prove useful, Beijing must be confident in its ability to control the political situation in the host country for a long time. That sort of extended control can only be guaranteed by having overwhelming power available to force access to the ports and the transportation system. It is important to bear in mind that since the Communists took power, China has undertaken offensive military operations infrequently -- and to undesirable results. Its invasion of Tibet was successful, but it was met with minimal effective resistance. Its intervention in Korea did achieve a stalemate but at horrendous cost to the Chinese, who endured the losses but became very cautious in the future. In 1979, China attacked Vietnam but suffered a significant defeat. China has managed to project an image of itself as a competent military force, but in reality it has had little experience in force projection, and that experience has not been pleasant.
Internal Security vs. Power Projection
The reason for this inexperience stems from internal security. The People's Liberation Army (PLA) is primarily configured as a domestic security force -- a necessity because of China's history of internal tensions. It is not a question of whether China is currently experiencing such tensions; it is a question of possibility. Prudent strategic planning requires building forces to deal with worst-case situations. Having been designed for internal security, the PLA is doctrinally and logistically disinclined toward offensive operations. Using a force trained for security as a force for offensive operations leads either to defeat or very painful stalemates. And given the size of China's potential internal issues and the challenge of occupying a country like Myanmar, let alone Pakistan, building a secondary force of sufficient capability might not outstrip China's available manpower but would certainly outstrip its command and logistical capabilities. The PLA was built to control China, not to project power outward, and strategies built around the potential need for power projection are risky at best.It should be noted that since the 1980s the Chinese have been attempting to transfer internal security responsibilities to the People's Armed Police, the border forces and other internal security forces that have been expanded and trained to deal with social instability. But despite this restructuring, there remain enormous limitations on China's ability to project military power on a scale sufficient to challenge the United States directly.
There is a disjuncture between the perception of China as a regional power and the reality. China can control its interior, but its ability to control its neighbors through military force is limited. Indeed, the fear of a Chinese invasion of Taiwan is unfounded. It cannot mount an amphibious assault at that distance, let alone sustain extended combat logistically. One option China does have is surrogate guerrilla warfare in places like the Philippines or Indonesia. The problem with such warfare is that China needs to open sea-lanes, and guerrillas -- even guerrillas armed with anti-ship missiles or mines -- can at best close them.
Political Solution
China therefore faces a significant strategic problem. China must base its national security strategy on what the United States is capable of doing, not on what Beijing seems to want at the moment. China cannot counter the United States at sea, and its strategy of building ports in the Indian Ocean suffers from the fact that its costs are huge and the political conditions for access uncertain. The demands of creating a force capable of guaranteeing access runs counter to the security requirements inside China itself.As long as the United States is the world's dominant naval power, China's strategy must be the political neutralization of the United States. But Beijing must make certain that Washington does not feel so pressured that it chooses blockade as an option. Therefore, China must present itself as an essential part of U.S. economic life. But the United States does not necessarily see China's economic activity as beneficial, and it is unclear whether China can maintain its unique position with the United States indefinitely. Other, cheaper alternatives are available. China's official rhetoric and hard-line stances, designed to generate nationalist support inside the country, might be useful politically, but they strain relations with the United States. They do not strain relations to the point of risking military conflict, but given China's weakness, any strain is dangerous. The Chinese feel they know how to walk the line between rhetoric and real danger with the United States. It is still a delicate balance.
There is a perception that China is a rising regional and even global power. It may be rising, but it is still far from solving its fundamental strategic problems and further yet from challenging the United States. The tensions within China's strategy are certainly debilitating, if not fatal. All of its options have serious weaknesses. China's real strategy must be to avoid having to make risky strategic choices. China has been fortunate for the past 30 years being able to avoid such decisions, but Beijing utterly lacks the tools required to reshape that environment. Considering how much of China's world is in play right now -- Sudanese energy disputes and Myanmar's political experimentation leap to mind -- this is essentially a policy of blind hope.
Read more: The State of the World: Assessing China's Strategy | Stratfor
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世界上的反华国家
外交上有欧洲垫脚布之称的波兰,历史上屡受外敌欺凌,
于无耻的地步。1919年巴黎和会,
顾维钧在会上慷慨激昂据理力争,
美法意各大国一时也有所顾忌。只有一个国家的代表公然跳出来,
对山东的要求,反对中国--波兰。直到顾维钧写回忆录,
系的波兰干嘛要这样做。同样的情况发生在“九一八”事变之后,
日本进行制裁,连英法等大国都投了赞成票,
波兰,中国驻国联代表团怎么都想不通,
样做。
乃至现在,波兰总喜欢站在中国对立面。
对中国一向仇视——不管国民党政府,
中国人为他同情。2008年,
总理却宣布将不参加北京奥运会开幕式而代之会见达赖,
能力,那就是“波兰的历史,就是一只金丝雀,
罗斯和德国)的历史。”这次创新了,又招惹了第三只猫(中国)。
蒙古。
不管你相信与否,这个中俄两国之间贫穷落后地广人稀的国家,
。无论是在蒙的生意人还是旅行者,
中国人更是被迫忍气吞声,因为,无论是入室抢劫、拦路哄抢、
极不作为。低效、低能的蒙古警方必然导致低破案率,
和逐步朝恶性事件发展。在蒙古的中蒙混血儿,
统,特别是有中国血统的蒙古官员对此更是讳莫如深,
动。表现在外交上则是蒙古国一边倒的“抱腿外交”,
不予支持,持冷漠的态度。2006年,
古国建立800周年。前中国驻蒙大使高树茂出于淡化历史、
,说出了“成吉思汗是你们的,也是我们的,
发展”的话,结果被蒙古媒体列为最不受欢迎的外国人之一,
现。这种弥漫在蒙古上空的仇华气息,自1991年蒙古“变色”
。
越南。
改革开放以后,第一个与中国刀兵相见的国家。
苏联发展更为亲密的外交关系。越南党中央亲华派如长征、
章里的毛泽东思想也被取消。在国内开始疯狂排华,
南华侨返回中国。在中越边境则挑起武装冲突,
,推倒界碑,蚕食边境,制造了浦念岭、庭毫山等事件。
,中越两国的关系则开始变得严峻。
1979年2月17日中国发动对越战争,
一马平川,无险可守。自古越南叛乱,若中国大军破谅山,
至16日解放军全部军队撤回中国境内。
包括大量中国无偿支援越南的物资),沿途实行焦土政策,
劫掠破坏,能拿走的机器设备全部拿走,能破坏的公产全部破坏,
扫射放炮,发泄愤懑并在撤退路线上铺设地雷,是为惩罚报复。
尤其是对越南方面来说。
使越南的村庄、公路、铁路遭到严重破坏。1999年,
签署了边界条约,虽然具体分界线仍然被保密。 这次的条约中包含了较小的边界调整
,一些土地被归还给中国。
越的华裔继续受到歧视并被迫移民。
中的一些原因就是出于对中国的担忧。战后不久主战的黎笋去世,
的摩擦有所减少。90年代苏联解体后,中越两国逐渐恢复交往,
国已就陆地部分确定边境线,越南归还小部分领土,
屿,并与美国石油公司联合勘探南海石油资源,
国家共同蚕食南海资源。虽然中国政府已喊出“主权属我,
平构想,但越南仍声称对南海拥有全部主权,无视中国抗议,
谓的南海划界案,对我国领土野心越来越大,
是对越采用“和为贵”的和政策。
印尼
东南亚极端反华排华的国家。
年11月泗水惨案;1946年三月万隆惨案,
年一月巨港惨案;1963年3月到5月的排华骚乱;
排华骚乱;1978年雅加达学生反华骚乱;
日那场震撼世人的反华暴乱,1200名华人被屠杀,
人店铺住宅被破坏;2000年暴动俩周年之际,
。其实中国和印尼之间有很多故事, 可中国有很多的不得已,记得某位领导人说过:
中国不怕打仗。 中国对印尼排华事态的反应与每一位领导人的性格有关。 我希望中国
的领导人不要把中国带入无休止的战争之中,
当初的照片,起初没敢往上传,太血腥,太惨了,
有机会看看,看恐怖片晚上做恶梦,把他当做历史看吧,
醒来浑身是汗,绝对不是恐惧的汗水,是抗争的汗水 我们在现实中所做不到的,让我
们在梦中救起被折磨的婴儿。。。。。。
印度
印度是个很复杂的国家,独立以后,一直想成为一个地区大国,
敬爱的周总理曾在1959年冒着风险访问印度,
的人群,以至于周总理气愤的鼻血流了出来。随后中印战争爆发,
结果极大地刺激了印度人的自尊心,此后两国关系紧张。
印度像一只吃不到葡萄的狐狸一样,什么都要中国比一比,
2009年美国总统奥巴马访华回国后,印度总理立刻访美,
度才是美国在“自由世界”的完美伙伴,不要过分重视对华关系。
,不知道会不会像中国大跃进一样,越走越极端,
新加坡
中国威胁不了新加坡,而且对新加坡一直很友好,
却每每跳出来充当反华排头兵。新加坡独立后就立刻宣称,
建交的国家,即使建交了也要继续保持与台湾的军事合作关系,
了。李光耀上台后不只一次公开宣称要让中国成为二流国家。
影响,新加坡硬拉印度加入东盟会谈,
非典之际,新加坡总理吴作栋响应美国华盛顿邮报“封杀中国”
中国。《联合早报》论坛得意洋洋地说“
。 吴作栋接受媒体采访的时候公开质疑中国治理SARS的能力,
的时间来治理SARS,在此期间,外资应该撤离中国,而不应该“
子里”。并且带头拒绝邀请中国参加当年的东盟峰会。2009年,
演讲:提醒美国必须加紧遏制中国,否则就来不及了。
韩国
中韩俩国隔海相望,是一衣带水的邻邦,但由于历史原因,
。中韩恩怨多是由于历史问题的影响,
,据韩国人声称中国军队在韩国曾经屠杀了上百万韩国人。
的同时,也一直要求中国为朝鲜战争中侵略韩国的行为道歉。
的决议中,中国被判定为侵略者,而且这个决议到现在仍然有效。
议中国把韩国首都称为“汉城”。“汉城”是韩国作为中国属国时,
称呼。“汉城”有汉人之城的意思,韩国人认为这是对韩国的侮辱。
国首都“汉城”改称为“汉城”,但中国政府一直对此保持沉默。“
韩国网络上弥漫着幸灾乐祸的谩骂,
地震后几个月才象征性的派出一支救援队赶赴中国。其它诸如“
国人”等问题,让人不得不提出疑问:这个实行“抱腿外交”
大。
法国
中法建交很早,而且历来友好,关系出现波折是最近20年的事。
国国内爆发学生运动,
府的理由是:“你们那个政府能否存在到明天还是疑问,
民义正言辞回答:“看我们谁能笑到最后。”
让世人看到了法国媒体、巴黎市政厅、法国政党的幸灾乐祸,
将拒绝出席北京奥运会要会见达赖喇嘛,
的来到北京。傲慢的法国自认高人一等,
慢与偏见遮蔽了法国人的双眼给这个文明之都蒙上了一层厚厚的阴影
日本
近代以来,没有那个国家像日本一样给中国造成这么沉痛的伤害。
都是亡于日本之手:洋务运动因中日甲午战争而全面失败;
的春天因为日本的全面侵华而中断。百万将士战死疆场,
城镇工矿被掠夺毁灭,
拜鬼年年上演。歪曲历史的教科书层出不穷,
年“九一八”都会有一伙别有用心的日本旅游团来华“公开买春”。
包庇各种反华势力,秘密制定各种“解体中国”的方案。铭记:
前事不忘,后事之师”。
美国
这是当今全球最大最强最无耻的“黑社会”,
以后唯一敢公开全面侵略中国主权的国家,建国最初的十年,
飞机据不完全统计有300多架,地面冲突十年里有200多次。
,一南一北夹制中国,中间出兵台湾海峡,
“藏独”“**”及海外民运等各种反华反共势力,
学生。
断的对华进行颠覆、刺杀、破坏、侦查行动。
中国威胁论”,经济上胁迫人民币贬值,政治上批评中国人权。。
主义亡我之心不死”,当今世界上“十个反华九个亲美”。
什么。