By Eric Vandenbroeck and co-workers
The Spratly Islands Again
Tensions flare in the
South China Sea as China and the Philippines clash over Sandy Cay Reef. What
seems like a small standoff could have massive geopolitical consequences. Could
this tiny island spark a larger conflict, and even draw in the U.S.? Watch as
we break down why this flashpoint matters more than it seems.
Sandy Cay
Reef
When the United
States severed relations with Taiwan (that time the Republic of China) in 1979
and discarded its mutual defense treaty with the island, Congress passed
the Taiwan Relations Act, which made clear that the United
States maintained special commitments to Taiwan. The TRA asserted that the
United States would “consider any effort to determine the future of Taiwan by
other than peaceful means, including by boycotts or embargoes, a threat to the
peace and security of the Western Pacific area and of grave concern to the
United States.” It also stated that the United States would both maintain the
capacity to come to Taiwan’s defense and make available to the island the arms
necessary for its security. Importantly, however, the TRA did not declare that
the United States would come to Taiwan’s defense.
American ambiguity,
however, worked to deter China from attacking Taiwan, as Beijing could never be sure what the U.S.
response would be.
As Joseph S.
Nye, Jr. argued in What Could Cause a US-China War? The US will retain
some long-term power advantages that contrast with areas of Chinese
vulnerability. One is geography. The US is surrounded by oceans and
neighbors that are likely to remain friendly. China has borders with 14
countries and territorial disputes with India, Japan, and Vietnam, which set
limits on its hard and soft power.
Geography and the construction of today's China
As we have seen early on, it was during the late Qing
Dynasty and the early Republic of China that became the formation stage of
modern Chinese nationalism and the stage of the proposition and initial usage
of the concept of 'the Chinese nation' first came into Use. To be more precise,
modern Chinese nationalism developed around the period of the May 4th Movement during the
time of the Left and
Right New Culture Movement. And although Mao Zedong in March 1953
still referred to "Han chauvinism" to criticize
his rival Kuomintang party, this drastically changed following
the CCP's 1989 Tiananmen crackdown.
That is, where the
anti-Mao Guomindang/KMT leadership deliberately used fear of the loss of
territory in the 1920s and 1930s to rally political support, communist party's
(for reasons we described) Deng Xiaoping re-introduced the Guomindang's “one-hundred-year history of humiliation” narrative as a new source of legitimacy of the CCP’s
rule and the unity of the 'Chinese' people and CCP society. This was crowned by
a new ongoing yearly
National Humiliation Day.
In February 2019, the
Chinese government (CCP) also issued specific rules covering the printing
within China of maps in books or magazines intended for sale in overseas
markets. Each map would require permission from provincial officials and none
would be allowed to be distributed within the country. The possibility that a
Chinese citizen might see a map showing an unauthorized version of China’s
territorial claims was perceived as such a threat to national security that it
justified the involvement of the National Work Group for Combating Pornography
and Illegal Publications’, according to the regulations.1 To prove the point,
in March 2019 the authorities in the port city of Qingdao destroyed 29,000
English-language maps destined for export because they showed Taiwan as a
separate country.2
As we pointed out the story of how
certain current Chinese territories came to be regarded as ‘rightfully’ Chinese while others
did not is far from simple. During the twentieth century, some areas
that were held to be ‘natural’ parts of the country, such as Outer Mongolia,
were let go while others that had been abandoned, notably Taiwan, were
reclaimed. When the Qing Empire collapsed in 1911, most of its borders were
more imaginary than real. Except in a few places, where Russian, French or
British empires had forced them to be demarcated, they had never been formally
defined. In the decades after the revolution, the national elite in Beijing had
to ‘fix’ a national territory for the first time. This was a process that had
to take place on the ground but also in the national imagination. Maps had to
be drawn but, just as importantly, the world-view expressed on those maps had
to be inculcated in the minds of the people. Anxiety about the vulnerability of
those borders was deliberately generated, right from the beginning. There were
fears of foreign threats, but also expansionist dreams and political
calculations.
Enter the China trade
As we have described the history
of Chinese foreign trade began as early as the Western Han dynasty when the
famous "Silk Road" (although that term was only later on coined by Carl Ritter 1838 and popularized by Sven
Hedin in the 1930s) as a later symbol for trade through Central Asia was pioneered
by Chinese envoys.
Then in the
middle of the seventeenth century in the wake of Matteo Ricci who was the
first westerner to enter the forbidden city in 1601, gradually statesmen and
scholars all over Europe started to look at China as a beacon of commercial,
intellectual, and cultural potential, offering the promise of wealth as well as
global civilizational convergence.3
Later in the spring
of 1843, after a number of lively and often heated debates, the United States
Congress approved funds for the first US mission to China. President John Tyler
spoke of the mission as one of great "magnitude and importance“4 and
Secretary of State Daniel Webster called it "a more important mission than
ever proceeded from this Country, and more important mission than any other,
likely to succeed it, in our day.“5 Indeed, this mission, led by former
congressman Caleb Cushing, resulted in the first US treaty with China (the
Treaty of Wangxia,1844), which secured trading privileges for American
merchants and opened a host of Chinese ports to serve as outlets for surplus
American production. Contained within the treaty was also the first appearance
of a most favored nation clause-inserted in order to assure the US of the same
privileges in China as might be granted any other nation. The impetus for this
mission was the threat of the British monopoly of the Pacific markets. American
rivalry with Britain for the markets and influence in the Pacific forced US
politicians and bureaucrats to assume a positive role in East Asia in the early
1840s.
Russia posed a
similar threat to US designs of spatial order and regional hegemony. Moving east
across Siberia, Russians attempted to access Japan and the Pacific from the
north.6 Russian territory already stretched to the North Pacific, which posed a
particularly dire threat to the US. As Hawks wrote: "There is no power in
the other hemisphere to which the possession of Japan, or the control of the
affairs, is as important as it is to Russia. She is on one side of the islands,
the United States on the other. The Pacific ocean is destined to be the theatre
of immense commercial undertakings...with such harbors on the Pacific as Japan
would give her, she might hope to become the controlling maritime power of the
world.7
Like the treaty of Wangxia, the
opening of Japan by Commodore Matthew C. Perry in 1854 stands as a focal point of early US
foreign policy. The Perry's mission aimed at and succeeded in throwing open an
isolated Japan to the commerce of the world convinced Japan to welcome
shipwrecked sailors and laid the grounds for a merchant base to access the
China market. As the US worked to reinvent interaction with Asia in terms of
the Pacific trade running through the American continent the incorporation of
the Japanese islands into the global commercial system by Americans' own design
strengthened the US hand. Unlike the case of China however, the US initiated
the first treaty with Japan and thus set the terms by which this Asian country
would interact with the world. This not only gave American merchants an
advantage of primacy but also allowed the US to shape the relationship to its
liking and gain greater control over the Pacific and the Pacific markets.
Having watched
Britain take the initiative in China and American merchants gain a stronger
foothold in that market, Russia could not allow either the US or Britain to
gain as much influence in Japan as they did in China and moved accordingly to
outdo the Perry mission and attempted to open Japan first. On October 19, 1852,
the Russian expedition sailed in an attempt to beat the US to Japan. They
arrived in the fall of 1853, right after Perry had paid his first visit and
gave Japan the ultimatum.8 Having failed to beat Perry to Japan, the Russians
actually succeeded in inciting the American Commodore to move quicker to press
for and conclude treaty negotiations lest the Russians "interfere very
seriously with my operation," Perry wrote in his journal.9 Hawks
reemphasized this point: "The Commodore, suspecting that the Russians
contemplated the design of returning to Japan and of ultimately going to Yedo, which might seriously interfere with his operations,
induced him to alter his plans.“10 So Perry sailed sooner rather than later,
and Russia ended up negotiating and signing a treaty with Japan a year later
(1855), opening three ports to Russian trade.11
China's new geographers
Generally speaking
the story of the invention of present modern China’s territory, and its
territorial anxieties, as we
have seen can be said to have its beginnings in the aftermath of the
first world war and with the arrival of the Western science of geography. It
ends with the rediscovery of Taiwan, its reconnection with the mainland, and
then its separation.
The last major piece
of territory to be formally renounced by the Qing court the Treaty of
Shimonoseki (Japanese: 下関条約, also
known as Treaty of Bakan (馬關條約; Mǎguān Tiáoyuē)
was signed away on 17 April 1895. The treaty that Li Hongzhang (also romanized as Li Hung-chang; 1823
–1901 Chinese politician, general, and diplomat of the late Qing
dynasty) agreed in the Japanese port of Shimonoseki ceded
Taiwan, and the Pescadores Islands off its coast, ‘to Japan in perpetuity
and full sovereignty. Just over a month later, the acting governor of the
island, a mainlander, and a few other officials and merchants declared
independence in the name of the Taiwan Republic’ rather than submit to Japanese
rule. They hoped to elicit support from Britain and France but the Europeans
saw no advantage in intervening and the Republic collapsed just eleven days
after being declared.
Throughout this long
campaign, the Qing court declined to offer any support to its former subjects
in its former province. In fact, material support for the rebel Republic was
explicitly banned by a court edict in May 1895.12
Thus in the aftermath
of the treaty-signing, Qing officials almost entirely ignored developments in
Taiwan. The island was lost, in the same way that other pieces of territory
signed away by other treaties had been lost. In 1858 the Qing had ceded 500,000
square kilometers of land north of the Amur River to Russia through the Treaty
of Aigun.13 They had then been forced, through other ‘unequal treaties’, to
allow European powers to establish micro-colonies all around the coast. Taiwan
appeared to have gone the same way; there was no feasible way of wresting it
back from Japan’s clutches. The 2 million or so Qing subjects on the island,
mostly speakers of the Hokkien and Cantonese
topolects, along with the aboriginal population became colonial subjects of
Japan.
Surprisingly,
perhaps, the same insouciance about Taiwan’s fate also characterized the
revolutionary movement. Sun Yat-sen and
his comrades made no demands for the return of the island to Qing control. At
no point, so far as we know, did Sun concern himself with the resistance to
Japanese rule, even though it continued to smolder. For Sun,
Japanese-controlled Taiwan was more important as a base from which to overthrow
the Qing Dynasty than as a future part of the Republic. We can see this in his
behavior during 1900. That year, Sun left Japan and traveled around Southeast
Asia seeking support for a planned uprising in Guangdong province. He was
disappointed: neither the established reformists nor local community leaders
took him seriously. Instead, when Sun returned to Nagasaki he became part of a
Japanese plot to seize the port of Amoy (modern-day Xiamen). Under Tokyo’s patronage,
Sun based himself in Taiwan and ordered his revolutionary forces to mass around
their main support base in Guangzhou. But, in a typically rash move, Sun
changed the plan at the last minute, diverting the fighters to Amoy, where he
intended to join them accompanied by a shipment of Japanese weapons. The
Japanese, however, had become concerned about provoking a Russian reaction and
backed out of the entire scheme. Sun’s rebel force found itself isolated and
outgunned and was destroyed.14
Despite the betrayal
in Amoy (modern-day Xiamen) when the Japanese had become concerned provoking a
Russian reaction and backed out, Sun continued to regard the Japanese
government as his main sponsor, and the revolutionary movement continued to
ignore the issue of Taiwan. The reformists had little interest in the island,
either. When a leading Taiwanese activist, Lin Xiantang, met Liang Qichao in Japan in
1907, Liang advised him not to sacrifice lives in opposing Japanese rule since
the mainland would not be able to help. Since neither could speak the other’s
topolect, Liang had to communicate with Lin through ‘brush talk.’ This only made
Liang’s message more poignant: ‘(We were) originally of the same root, but are
now of different countries.’15 The Qing court, the revolutionaries, and the
reformists all took the same view: Taiwan had been ceded by treaty and lost to
China. It seems remarkable, given the passion that the island’s political
status generates today, but the island virtually disappeared from political
discussions in the decade before the revolution of 1911/12. Even after the
revolution, when Sun had no more need for Japanese support, he and his
supporters continued to ignore Taiwan's fate.
From the patriotic education movement to the new
Taiwan story
In a similar vein as
above, in his speech on ‘The Anti-Japanese Resistance War and the Future of Our
Party,’ Chiang Kai-shek argued that, ‘We must enable Korea and Taiwan
to restore their independence and freedom. Even more so, Mao's Communist Party
had long supported independence for Taiwan rather than reincorporation into
China. At its sixth congress in 1928, the Guomindang party had recognized the Taiwanese as a separate
nationality.
In May 1928, just
after the establishment of the Guomindang’s ‘National Government’ in Nanjing,
the party convened the ‘First National Conference on Education.’ The conference
resolved to adopt a new national curriculum for schools based upon Sun Yat-sen's
Three Principles of the People’: Nationalism, Democracy, and People’s
Livelihood. Within months, the GMD had captured Beijing and very quickly set
about imposing a new ‘temporary curriculum’ nationwide. From 1929 all schools
were expected to imbue their pupils with strong feelings of patriotism,
mobilized in particular through the teaching of history and geography.16 Pupils
were expected to study the various regions of the country, ‘in order to foster
the national spirit.’
A major contribution
to this patriotic education movement was the series of textbooks written
by Chang Ch‘i-yün who graduated from the
Division of History and Geography of National Nanjing Higher Normal School
(later renamed National Central University and Nanjing University) where he
was a student of the first Chinese geographer Zhu Kezhen.
In 1928 the
Commercial Press published one as Benguo Dili, ‘Our
Geography.’ Its key message was that China formed a natural unit despite its
enormous size and variety. Using his geographical training, Zhang divided up
the country into twenty-three ‘natural’ regions based on their environments and
the inhabitants’ ways of life. He then compared them, telling pupils that, for
example, the Yangtze Delta was good for farming but had no minerals; Shanxi was
rich in coal but too dry for agriculture; Manchuria was forested while Mongolia
was good for grazing, and so on. He then told the young learners that this
diversity was actually proof of the need for national unity since each
different part was an essential part of a coherent whole.17
Yet the ‘whole’ that
Zhang portrayed in the textbook was a territory that, in reality, did not
exist. The book contained various maps of the country drawn on blank
backgrounds so that the rest of the world disappeared from view. The simple
black line marking the national boundary encompassed huge areas that were not
actually under the government's control: the independent states of Mongolia and
Tibet. Zhang portrayed them as a natural part of the Republic, nonetheless. How
reality would be reconciled with the map was not explained to the pupils.
Remarkably, given present-day politics, there was a significant omission:
Taiwan was not drawn in any of the textbook's national maps. It seems that, in
Zhang’s view, the ‘natural’ shape of the Republic was exactly the same as the
shape of the Qing Empire at its collapse in 1911. Mongolia was included; Taiwan
was not. The rocks and reefs of the South China Sea did not feature at all.
Zhang spent the next
four years writing the geography textbooks used in most Chinese schools during
the later 1920s and beyond. But while dozens of geography textbooks were
printed during the 1920s and 1930s, and they all ignored Taiwan while stressing
the importance of Mongolia and Tibet. Zhang himself, in another textbook he
co-wrote in 1933, Waiguo Dili, ‘The Geography of
Foreign Countries’, described the people of Taiwan as ‘orphans’ deserted by
their birthmother, the Chinese nation Zhonghua minzu,
and abused by their stepmother, Japan.
Zhang, and the other
authors of these books, faced a problem that was both pedagogic and deeply
political. How could they persuade a child in a big coastal city, for example,
to feel any connection with a sheepherder in Xinjiang? Why should they even have
a connection? The general purpose of human geography was to explain how varying
environments had created groups with differing cultures. However, nationalism
required all these different groups to feel part of a single culture and loyal
to a single state. It was up to nationalist geographers to resolve the puzzle.
They found two main ways to do so. One group of textbook authors simply stated
that all Chinese citizens were the same: they were members of a single ‘yellow’
race and a single nation, and no further explanation was needed. However, a
second group acknowledged that different groups did exist but were nonetheless
united by something greater. Within this group, some authors made use of
‘yellow race’ ideas, some used the idea of a shared, civilizing Hua culture,
while others stressed the ‘naturalness’ of the country’s physical boundaries.
The textbook writers
argued that the answer to the 'border question’ was to ‘civilize’ the
inhabitants. One, Ge Suicheng (who was employed by the rival, but equally
nationalistic, Zhonghua Publishing Company), found himself facing the same
dilemma as the Guomindang government. Both needed to emphasize all ethnic
groups' theoretical equality while simultaneously making a case for their
melding into a single Chinese nation based on ‘Han’ culture. In Ge’s view, the
study of geography should make the different peoples of the state love their
particular home areas but also connect them emotionally to the wider national
territory. But in the meantime, in the words of his textbook, ‘We should
urgently promote the acculturation of the Mongols, Hui [Muslims] and Tibetans
so that they are not lured by the imperialists, [and we should] move [Han]
inhabitants to the border areas for colonization...’
Zhang Qiyun’s 1928
textbook was also deeply imprinted with racial chauvinism. One part of the
book’s message to its millions of young readers was that the country was on a
journey from barbarism to civilization and that the wild frontier, where the
minorities lived, needed to be tamed and developed. The book included a table
of various ethnic groups showing how assimilated they were to the ‘main body’ (zhuti) of the Han. In a description of the southwest Miao
people, Zhang wrote, ‘They maintain the customs of great antiquity and are
totally incompatible with the Han people. Eliminating their barbarism and
changing their customs and habits is the responsibility of the Han people.’ For
Zhang, the Han provided the ‘norm’ against which the other groups needed to be
measured in order to judge their level of civilization: they had to be made
‘Han.’ He shared Zhu Kezhen’s opinion that climate was the determining factor
in the spread of civilization. In his 1933 textbook, he observed that in
southwestern Yunnan province, the native population lived in the hot and humid
lowlands while the Han people (Han-ren) lived on the cooler plateaus. On the
other hand, in the mountains of the northwest, the Han lived in the valleys
where it was warm while the natives lived at altitudes where it was colder. It
was only natural, therefore, that the ‘temperate-dwelling’
Han-ren, free of ‘degenerating’ environmental influences, should
exert their influence over the minorities, the tu-ren.18 Other textbooks made
the same point, stressing Sun Yat-sen’s arguments that the Han made up 90
percent of the country’s population and that it was only natural that the other
groups would assimilate.19 An idea that, as pointed out by me in Jan. 2018 is very present also
in Xi Jinping’s repeated promise of “the great rejuvenation of the Chinese
nation.”
Underneath the
diplomat and poet Huang Zunxian (center) with some of his family. He
was one of the pioneers of the ‘yellow race’ thinking in the late Qing period
but later helped ensure the Hakka people were classified as part of the ‘Han
race.’
These arguments can
be traced back to those made by Liang Qichao a couple of decades before. Liang created
a story of continuity: the expansion of a civilized territory outwards from its
cradle in the Yellow River valley. The new geographers tried to write the
final chapter, its diffusion to the Republic's very edges.
The birth of the national territorial neurosis
An ever-present theme
in these textbooks was the threat of foreigners eating away at the country’s
edges. It was reinforced through school lessons about territory ‘lost’ during
the previous century. Teachers could use a peculiarly Chinese form of
nationalist cartography, the ‘map of national humiliation.’ Dozens of such maps
were published by the Commercial Press, Zhonghua Publishing, and other
companies during the 1910s, 1920s, and 1930s, sometimes within textbooks and
atlases and sometimes as posters for display in classrooms and public
buildings. They are typically portrayed in bright colors, land ‘conceded’ to
neighboring states over the previous century.20 There was a clear political
purpose behind the making of these maps. They served to delegitimize the Qing
Dynasty, by demonstrating its failure to ‘defend the country’ and thereby
legitimize the revolution. But they also deliberately generated a sense of
anxiety about the nation’s border's vulnerability to promote loyalty to the new
Republic. It seemed to work with a young Mao Zedong. He later told the American
journalist Edgar Snow that hearing about national humiliation made him an activist.21 It wasn’t
just Mao. This was the birth of the national territorial neurosis.
The geographers took
the nationalist idea of ‘territory’, lingtu (領土 lǐng tǔ), and projected it back
to the time of ‘domain’, jiangyu (降雨 jiàng yǔ), when there were few
fixed borders. A map of national humiliation in Ge Suicheng’s
1933 textbook showed vast areas of central Asia, Siberia, and the island of
Sakhalin as territory ‘lost’ to Russia. The map may have displayed different
areas as ‘territory,’ ‘tribute states,’ or ‘vassal states’ but all were
categorized as inherently ‘Chinese,’ nonetheless. The idea that at the time
they were ‘lost,’ these territories might have been contested areas with no
clear allegiance to any particular empire was not part of the lesson. They were
presented simply as ‘Chinese’ lands that had been stolen. Ge Suicheng called on
the young citizens reading his textbook to do what they could to recover all
this lost territory. Did this mean this ‘lost’ territory should be included
within the state's rightful boundaries, or not? Was the shape of the country at
that time natural or not? These questions were not even posed in the textbook,
let alone answered. What was important for authors like Ge was to encourage
students to feel the sense of loss, a collective sense of ‘national
humiliation,’ and thereby develop a patriotic attachment to the country.
Anxiety about the territorial loss was a fundamental part of the nationalist
education project right from the beginning. The anxiety was compounded because
no one, not even the geographers, knew where the borders actually were. The historian
Diana Lary has shown how, in the southwestern province of Guangxi, the border's
exact line was almost irrelevant. Although it had been formally agreed with Indochina'se French colonial rulers in 1894, as far as the
Republican officials were concerned, the border was just somewhere in the
mountains: high, remote, and difficult to reach. The state had generally
managed minority groups in southern highlands through a system known as tuse, in which local leaders were held responsible for
their people’s actions.22 Borders were largely irrelevant. So long as they
didn’t trouble the authorities, the mountain peoples were generally left alone.
In Lary’s words, ‘The Chinese world stopped well before the
borderlands.’23 (Things would change. This is the same border that
thousands of Chinese and Vietnamese soldiers died fighting over in 1979.)
In 1928, the first
Chinese geographer Zhu Kezhen declared that Chinese cartography was about a
century behind its European counterpart. At the time, most of the publicly
available maps were still based on 200-year-old surveys from the early Qing
period. In January 1930, the government issued an official ‘Inspection
Regulations for Land and Water Maps’ (Shuilu ditu shencha tiaoli),
instructing the Ministry of Internal Affairs, the Foreign Ministry, the Marine
Ministry, the Ministry of Education, and the Committee of Mongolia and Tibet to
work together to regularise the country’s
cartography. Nothing actually happened, however, until 7 June 1933, when the
official ‘Land and Water Maps Review
Committee’ held its first meeting.
The re-invention of Taiwan and the South China Sea
question
The man
who re-invented the South China Sea and caused China to claim
non-existent islands hundreds of kilometers from its shores was a Manchu who
probably never went to sea in his life. Bai Meichu was born into
relatively humble origins in 1876 in Hebei province, 200 kilometers due east of
the Forbidden City.
He became a
schoolteacher and then a teacher of teachers at the Women’s Normal School in
Tianjin. There he taught, among others, Deng Yingchao, a future senior
cadre in the Communist Party and the wife of Zhou Enlai. At the same time, he
was becoming a pioneer in the new subject of geography. This was not yet
geography as the later generation of the above-mentioned Zhu Kezhen, and
Zhang Qiyun would come to define it but a hybrid of old ideas and new
nationalism.
In 1909 Bai became
one of the ‘China Earth-Study Society’ (Zhongguo di
li xue hui 中國地理學會#).
According to the historian Tze-ki Hon, none of its members had any
professional training in the subject. Instead, they recruited members from the
old literati. Like Bai, they were people who had once expected to join the
scholar-bureaucracy but were now struggling to adapt.24
Members of the China
Earth-Study Society were also profoundly influenced by Social-Darwinism. In the
first issue of their ‘Earth-Study Journal’ (Dixue Zazhi) they collectively declared: ‘The cause [of the rise
and fall of power] is due to the level of geographical knowledge each group.
Thus, the level of geographical knowledge directly impacts a country, and it
can cause havoc to a race. It is indeed [a manifestation of] the natural law of
selection based on competition.’ In other words, the size of any group’s
territory ebbed and flowed depending on its relative civilization. In society's
view, China had advanced early but then retreated in the face of Western
advances. The only way to regain strength was to master geography. In the words
of Bai himself in 1913, ‘Loving the nation is the top priority in learning
geography while building the nation is what learning Geography is for.’25
Bai was the
first Chinese to draw a map
of the South China Sea in his New Atlas of China’s Construction
in 1936 and have been taught in Chinese schools since the 1940s while using
a British example.
Thus James Shoal
(off Borneo), Vanguard Bank (off Vietnam), and Seahorse Shoal (off the
Philippines) are drawn as islands, yet in reality, they are underwater
features. Almost none of the islands that Bai drew in the central and southern
parts of the South China Sea actually:
The ‘Land and
Water Maps Review Committee’ did not have the capacity to undertake its
own surveys, however. Instead, it undertook a table-top exercise: analyzing
maps produced by others and forming a consensus about names.
When it came to the
South China Sea, it is clear from the committee’s conclusions that its leading
references were British, which had far-reaching consequences. On 21 December
1934, the Review Committee held its twenty-fifth meeting and agreed on Chinese
names for 132 South China Sea features. All of them were translations or
transliterations of the names marked on British maps. For example, in
the Paracels, Antelope Reef became Lingyang
jiao, and Money Island became Jinyin dao (金銀島 Jīn yín Dǎo), both direct
translations.
We know exactly where
the committee’s list of island names came from. It contains several mistakes,
which are only found in one other document: the ‘China Sea Directory’ published
by the UK Hydrographic Office in 1906. This British list is the origin of all
the names now used by China. Some of the names on the list had Chinese origins,
such as Subi Reef in the Spratlys,
while others had Malay origins (such as Passu Keah in
the Paracels). Still, British navigators coined more than 90 percent
translating these names caused some difficulties and a legacy that disturbs the
region to this day.
Is China prepared to go to war over a translation
mistake?
The committee members
were confused by the English words ‘bank’ and ‘shoal.’ Both words mean an area
of the shallow sea: the former describes a raised area of the sea bed, the
latter is a nautical expression derived from Old English meaning ‘shallow.’
However, the
committee chose to translate both into Chinese as tan, which has the ambiguous
translation of ‘sandbank,’ a feature that might be above or below water. Sea
Horse Shoal, off the Philippines, was dubbed Haima Tan; James Shoal,
just 100 kilometers off the coast of Borneo, was given the name Zengmu tan, and Vanguard Bank, off the southeastern
coast of Vietnam, was given the name Qianwei tan. Zengmu is simply the transliteration of
‘James,’ Haima is the Chinese for seahorse. Qianwei is a
translation of ‘vanguard’ and tan, as mentioned above, is the erroneous
translation of ‘bank’ and ‘shoal.’ As a result of this bureaucratic mistake,
these underwater features, along with several others, were turned into islands
in the Chinese imagination. Ultimately this screw-up is the
reason why the Sapura Esperanza was harassed while drilling
for gas near the James Shoal eighty-five years later. China is prepared to go
to war over a translation mistake.
The committee
conferred the Chinese name Tuansha on
the Spratlys. The name vaguely translates as
‘area of sand.’ In 1935 however, neither the committee nor the Chinese
government was prepared to claim the Spratlys.
A turning point for
Bai, like so many other intellectuals of the time, was the Versailles peace
conference's outcome in 1919. The decision to hand over the former German enclave in Shandong to Japan enraged
students and the Earth-Study Society members. Their journal carried several
articles denouncing the decision and urging the government to prevent the
expansion of Japanese influence on the peninsula.
At around this time,
Bai became a mentor to a young Li Dazhao, who had also studied at Jingsheng College and would become one of the founders
of the Communist Party in 1921. It is possible that some of Bai’s energetic
views on geography and national territory were passed directly into the
communist movement.26
In 1929 Bai lost his
teaching post at Beijing Normal University and moved to the women’s equivalent,
instead. In 1935 he left university teaching altogether.
By chance, he came
across the ‘Programme for National
Reconstruction’ (Jianguo fanglue) that
Sun Yat-sen had published in 1920, during his time in the political
wilderness. This book inspired him to devote his remaining years to Sun’s
mission from Bai's own account: from Bai's own account using geography to
enable national reconstruction.
In 1936 Bai gave the
world his lasting legacy: a line drawn through the South China Sea. It was
included in a new book of maps, the New Atlas of China’s Construction
(Zhonghua jianshe xin tu), that Bai published for schools. He included some of
the new information about place names and frontiers agreed upon by the
government’s Maps Review Committee, published the year before. As was typical
of maps of this period, the atlas was, in many places, a work of fiction. A
bright red borderline stretched around the country, neatly dividing China from
its neighbors. The line was Mongolia, Tibet, and Manchuria, plus several other
areas that weren’t actually under the republican government's control. However,
the fictitiousness reached spectacular levels when it came to the South China
Sea.
It is clear that Bai was
quite unfamiliar with the South China Sea geography and undertook no survey
work of his own. Instead, he copied other maps and added dozens of errors of
his own making, errors that continue to cause problems to this day. Like the
Maps Review Committee, he was completely confused by the portrayal of shallow
water areas on British and foreign maps. Taking his cue from the names on the
committee’s 1934 list, he drew solid lines around these features and colored
them in, visually rendering them on his map as islands when in reality, they
were underwater. He conjured an entire island group into existence across the
sea center and labeled it the Nansha Qundao,
the ‘South Sands Archipelago.’ Further south, parallel with the Philippines
coast, he dabbed a few dots on the map and labeled them the Tuansha Qundao, the ‘Area of Sand Archipelago.’
However, at its furthest extent, he drew three islands, outlined in black and
colored in pink: Haima Tan (Sea Horse Shoal), Zengmu Tan
(James Shoal), and Qianwei Tan (Vanguard Bank).
Thus, the underwater
‘shoals’ and ‘banks’ became above-water ‘sandbanks’ in Bai’s imagination and on
the map's physical rendering, he then added innovation of his own: the same
national border that he had drawn around Mongolia, Tibet, and the rest of ‘Chinese’
territory snaked around the South China Sea as far east as Sea Horse Shoal,
south as James Shoal and as far southwest as Vanguard Bank. Bai’s meaning was
clear: the bright red line marked his ‘scientific’ understanding of China’s
rightful claims. This was the very first time that such a line had been drawn
on a Chinese map. Bai’s view of China’s claims in the South China Sea was not
based upon the Review Committee’s view of the situation, nor that of the
Foreign Ministry. The result of the confusion generated by Admiral
Li Zhun’s interventions in the Spratly crisis of 1933, combined with
the nationalist imagination of a redundant geographer without formal academic
training. This was Bai Meichu’s contribution
to Sun Yat-sen’s mission of national reconstruction.
According to the
Taiwanese academic Hurng-Yu Chen, ‘Director-General of the Ministry of the
Interior Fu Chiao-chin . . . stated that the publications on the sovereignty of
the islands in the South China Sea by Chinese institutions and schools before
the Anti-Japanese War should serve as a guidance regarding the territorial
restoration issue.’ In other words, the government would be guided by putative
claims made in newspapers in the 1930s. The meeting agreed that the entire
Spratly archipelago should be claimed. Still, given that only Itu Aba
(Taiping Dao) had been physically occupied, the claim should wait until other
islands had actually been visited. This never happened, but the claim was
asserted nonetheless.
A key part of
asserting the claim was to make the names of the features in the sea sound more
Chinese. In October 1947, the RoC Ministry
of the Interior issued a new list of island names. New, grand-sounding titles
replaced most of the 1935 translations and transliterations. For example, the
Chinese name for Spratly Island was changed from Si-ba-la-tuo to Nanwei (Noble
South), and Scarborough Shoal was changed from Si-ka-ba-luo (the transliteration)
to Minzhu jiao (Democracy Reef). Vanguard Bank’s Chinese name
was changed from Qianwei tan to Wan’an tan (Ten Thousand Peace Bank). The name
for Luconia Shoals was shortened from
Lu-kang-ni-ya to just
Kang, which means ‘health.’ This process was repeated across the archipelagos,
largely concealing the foreign origins of most of the names. A few did survive,
however. In the Paracels, ‘Money Island’ kept its Chinese name
of Jinyin Dao and Antelope Reef remained Lingyang
Jiao. To this day, the two names celebrate a manager and a ship of the East
India Company, respectively.
At this point, the
ministry seems to have recognized its earlier problem with the translations of
‘shoal’ and ‘bank.’.’ In contrast, in the past, it had used the Chinese word
tan to stand in for both (with unintended geopolitical consequences), in 1947 it
coined a new word, ansha (Ànshā), literally ‘hidden sand’, as a replacement. This
neologism was appended to several submerged features, including James Shoal,
which was renamed Zengmu Ansha.
In December 1947, the
‘Bureau of Measurements’ of the Ministry of Defence printed
an official ‘Location Map of the South China Sea Islands’, almost identical to
the ‘Sketch Map’ that Zheng Ziyue had drawn a year and a half before.
It included the ‘U-shaped line’ made up of eleven dashes encircling the area
down to the James Shoal. In February 1948, that map was published as part of
the Atlas of Administrative Areas of the Republic of China. The U-shaped line,
with an implicit claim to every feature within it, became the official
position.
Therefore, it was not
until 1948 that the Chinese state formally extended its territorial claim in
the South China Sea to the Spratly Islands, as far south as James Shoal.
Clearly, something had changed in the years between July 1933, when the
Republic of China government was unaware that the Spratly Islands existed, and
April 1947, when it could ‘reaffirm’ that its territory's southernmost point
was James Shoal. What seems to have happened is that, in the chaos of the 1930s
and the Second World War, a new memory came to be formed in the minds of
officials about what had actually happened in the 1930s. It seems that
officials and geographers managed to confuse the real protest issued by the RoC government against French activities in
the Paracels in 1932 with a non-existent protest against French
activities in the Spratlys in 1933. Further
confusion was caused by the intervention of Admiral Li Zhun and his
assertion that the islands annexed by France in 1933 were indisputably Chinese.
The imagined claim
conjured up by the confusion between different island groups in that crisis
became the real territorial claim.
Pratas's islands now a conservation zone, from where
visitors can send postcards back home from a mailbox guarded by a
cheerful-looking plastic shark. Not far away is a new science exhibition
explaining the natural history of the coral reef and its rich marine life.
Overlooking the
parade ground (which doubles as a rainwater trap) stands a golden statue of
Chiang Kai-shek in his sun hat, and behind him is a little museum in what looks
like a scaled-up child’s sandcastle.
This museum holds, in
effect, the key to resolving the South China Sea disputes. Its assertion of
Chinese claims to the islets actually demonstrates the difference between
nationalist cartography and real administration. Bai Meichu may have
drawn a red line around various non-existent islands in 1936 and claimed them
as Chinese, but no Chinese official had ever visited those places. The maps and
documents on the museum walls tell the RoC expedition's
story to Itu Aba in December 1946 and a confrontation with some
Philippine adventurers in 1956. Still, in the absence of any other evidence,
the museum demonstrates that China never occupied or controlled all islands. In
the Paracels, it occupied one, or just a few, until 1974, when the
People’s Republic of China (PRC) forces invaded and expelled the Vietnamese
garrison. In the Spratlys, the RoC occupied just one or two. The PRC took control of
six reefs in 1988 and another in 1994.
In the meantime, the
other countries around the South China Sea, Vietnam, the Philippines, and
Malaysia, took control of other features. The real history of physical presence
in the archipelagos shows how partial any state’s claim actually is.
The current mess of
rival occupations is, with some exceptions, the only one that has ever existed.
Understanding this opens a route to resolving the South China Sea disputes. By
examining the historical evidence of occupations, the rival claimants should
understand that there are no grounds for them to claim sovereignty over
everything. They should recognize that other states have solid claims to
certain features and agree to compromise.
Conclusion: Taking the long view
Over the last two
decades, China has moved from the periphery to the very center of the world’s
international relations. Given that China’s economy is now more than five times as large as it was at the turn of the
millennium, that transition is hardly surprising. But many of China’s new
international relationships, initially hopeful, have now turned hostile. China
still has some down-at-the-heels allies, such as Pakistan and North Korea, but
it is increasingly isolated from the developed countries that alone can
facilitate its continued economic growth.
For China, that means
trouble. Its promises are no longer taken seriously, and its propaganda falls
on deaf ears. Many of its Belt and Road Initiative projects have ground to a halt. Virtually no one supports its nine-dash line in
the South China Sea, and Western countries have been lining up to offer immigration pathways to
professionals fleeing Hong Kong after Beijing’s takeover last year. Many
countries have banned China’s Huawei and ZTE from their telecommunications
networks. And India, Vietnam, Taiwan, South Korea, and Japan are all
modernizing their armed forces in response to potential Chinese threats.
1. Zhang Han, ‘China
Strengthens Map Printing Rules, Forbidding Publications Printed For Overseas
Clients From Being Circulated in the Country’, Global Times, 17 February 2019.
2. Laurie Chen,
‘Chinese City Shreds 29,000 Maps Showing Taiwan as a Country’, South China
Morning Post, 25 March
2019, https://www.scmp.com/news/china/society/article/3003121/about-29000-problematic-world-maps-showing-taiwan-country
3. After he entered
the Forbidden City, Ricci wrote: “The great courtyards in the Forbidden City
palace … could have held 30,000 people, and the emperor’s elephants, the 3,000
royal guards, and the huge walls all increased the sense of majesty and power,”
according to The Memory Palace of Matteo Ricci by US historian Jonathan Spence.
See also Zhu Yon, Yuanlu Qu Zhongguo
(Long Way to China), which was published in Chinese in 2019.
4. James D.
Richardson, ed., A Compilation of the Messages and Papers of the Presidents,
1789-1897 (Washington: Govt. print. off., 1896), v. 4, p. 211-214. House
Journal 27-3, p.122-124; House Document 27-3, no. 35, Fiche 420
5. Charles Maurice
Wiltse and Harold D. Moser, eds., The Papers of Daniel Webster: Diplomatic
Papers V. 1 (Hanover, N.H.: Published for Dartmouth College by the University
Press of New England, 1974), 900.; Richardson, ed., Messages and Papers, v. 4,
p. 211-214.
6. See Mark Bassin,
“Expansion and Colonialism on the Eastern Frontier: Views of Siberia and the
Far East in Pre-Petrine Russia,” Journal of Historical Geography 14, no. 1
(January 1988): 3–21, doi:10.1016/S0305-7488(88)80124-5; and for the nineteenth
century, Mark Bassin, Imperial Visions : Nationalist Imagination and
Geographical Expansion in the Russian Far East, 1840-1865 (Cambridge: Cambridge
University Press, 1999).
7. Narrative of the
Expedition of An American Squadron to the China Seas and Japan Under the
Command of Commodore M. C. Perry, United States Navy. Compiled at His Request
and under His Supervision, by Francis L. Hawks. Abridged and Edited by Sidney
Wallach, 1952, 62.
8. See George
Alexander Lensen, The Russian Push Toward Japan: Russo-Japanese Relations,
1697-1875, 1971.
9. Matthew Calbraith
Perry and Roger Pineau, The Japan Expedition. 1852-1854; the Personal Journal
of Commodore Matthew C. Perry (Washington, Smithsonian Institution Press,
1968), 138.
10. Narrative of the Expedition
of An American Squadron to the China Seas and Japan Under the Command of
Commodore M. C. Perry, United States Navy. Compiled at His Request and under
His Supervision, by Francis L. Hawks. Abridged and Edited by Sidney Wallach,
1952, 303.
11. See George
Alexander Lensen, The Russian Push Toward Japan: Russo-Japanese Relations,
1697-1875,1971, 337.
12. Alan M.
Wachman, Why Taiwan? Geostrategic Rationales for China’s Territorial Integrity,
Stanford, CA: Stanford University Press, 2007, p. 69. 8. Ibid., pp.
50–60. 9. S.C.M. Paine, Imperial Rivals: China, Russia, and Their Disputed
Frontier, Armonk, NY: M.E. Sharpe, 1996, p. 352.
13. S.C.M.
Paine, Imperial Rivals: China, Russia, and Their Disputed Frontier, Armonk, NY:
M.E. Sharpe, 1996, p. 352.
14. Marie-Claire
Bergère (trans. Janet Lloyd), Sun Yat-sen, Stanford, CA: Stanford University
Press, 1998, pp. 92–6.
15. Shi-Chi Mike Lan,
‘The Ambivalence of National Imagination: Defining “The Taiwanese” in China,
1931–1941’, China Journal, 64 (2010), p. 179.
16. Hsiang-po Lee,
‘Rural-Mass Education Movement In China, 1923–1937, PhD thesis, University of
Ohio, 1970, pp. 60–61.
17. Robert Culp,
Articulating Citizenship: Civic Education and Student Politics in Southeastern
China, 1912–1940, Cambridge, Cambridge, MA: Harvard University Press, 2007, pp.
85–7.
18. Chen Zhihong.
“'Climate's Moral Economy': Geography, Race, and the Han in Early Republican
China.” In Critical Han Studies: The History, Representation, and Identity of
China's Majority, edited by Thomas S. Mullaney, James Leibold, Stéphane Gros,
and Eric Van den Bussche, pp. 80–81.
19. Peter Zarrow,
Educating China: Knowledge, Society and Textbooks in a Modernizing World,
1902–1937,2015, p. 242.
20. William A.
Callahan, ‘The Cartography of National Humiliation and the Emergence of China’s
Geobody’, Public Culture, 21/1 (2009).
21. Alan M. Wachman,
Why Taiwan?: Geostrategic Rationales for China's Territorial Integrity (Studies
in Asian Security), 2007, p. 86.
22. Laura Hostetler,
Qing Colonial Enterprise: Ethnography and Cartography in Early Modern China,
Chicago: University of Chicago Press, 2001, pp. 117–20.
23. Diana Lary, ‘A
Zone of Nebulous Menace: The Guangxi/Indochina Border in the Republican
Period’, in Diana Lary (ed.), The Chinese State at the Borders, Vancouver:
University of British Columbia Press, 2007.
24. Wu Feng-ming, ‘On
the new Geographic Perspectives and Sentiment of High Moral Character of
Geographer Bai Meichu in Modern China’, Geographical Research (China), 30/11,
2011, pp. 2109–14.
25. Ibid., p. 2113.
26. Tsung-Han Tai and
Chi-Ting Tsai, ‘The Legal Status of the U-shaped Line Revisited from the
Perspective of Inter-temporal Law’, in Szu-shen Ho
and Kuan-Hsiung Wang (eds), A Bridge Over Troubled Waters: Prospects for Peace
in the South and East China Seas, Taipei: Prospect Foundation, 2014, pp.
177–208.
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