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cover of episode The death of U.S.-China engagement and the political future of China — with Susan Shirk

The death of U.S.-China engagement and the political future of China — with Susan Shirk

2025/1/21
logo of podcast Peking Hotel with Liu He

Peking Hotel with Liu He

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Leo: 我观察到美国政治中存在一种模式:总统候选人竞选时对华强硬,但上任后往往会与中国合作。这种现象可能源于政治策略和对外部替罪羊的寻找。直到最近,美国民众对华态度相对稳定,褒贬不一。特朗普政府的强硬政策改变了这一局面,拜登政府延续了这种强硬态度。中国错失了在拜登政府上任初期重置美中关系的机会,其在亚洲的挑衅性行为导致美国对华政策进一步强硬。拜登政府更侧重于修复与盟友的关系,而非与中国的双边外交。 Susan Shirk: 我认为奥巴马政府时期,美国对华态度开始转变,从合作转向竞争。这种转变并非突然发生,而是逐渐演变的。奥巴马政府内部对如何处理中国存在分歧,对华政策的开放性受到限制。2006年至2008年,中国政策发生重大转变,但直到特朗普政府,美国才采取强烈的竞争性政策。将华为列入实体清单是美中关系的一个重要转折点。奥巴马政府的“亚太再平衡”战略并非仅仅针对中国的崛起,也旨在维护美国在亚洲的经济利益。美国在亚太地区的军事存在一直存在不确定性,影响了其盟友的信心。当前经济危机下,中美两国难以重现以往的经济合作模式。中美两国宏观经济官员之间长期存在相互尊重,但这种局面正在改变。 我个人对中国政治的立场随着时间的推移而变得更加强硬。我对习近平政府倒退回更专制的领导方式感到惊讶,这与我之前对中国政治制度化程度的判断相悖。我对中国政治倒退感到失望,因为这与中国人民生活改善和中美关系改善的积极趋势背道而驰。中国问题专家对中国的观点普遍悲观。我认为当前中国政治局势不稳定,权力分享的缺乏最终会导致领导层分裂。新冠疫情后的中国,对中共和习近平的不满情绪有所上升。中国精英和城市中产阶级对中共和习近平的不满情绪日益增长。许多中国官员私下表达了对现状的不满,这种情绪与我70年代采访香港难民时的感受相似。中国官员面临着行动自由受限等诸多限制。中国私营企业面临着诸多挑战,例如国企的优惠待遇、不稳定的监管以及融资困难等。中国政府对私营企业的打压加剧,并试图利用私营企业来弥补公共财政的不足。中国互联网上流传着“历史的垃圾时间”的说法,表达了人们对现状的悲观情绪。 我认为,外交在当前局势下仍然至关重要,需要考虑到中国国内不同群体的观点。需要维护与中国的良好关系,以利于未来的妥协。我认为,习近平去世后,中国可能会努力恢复更正常的集体领导体制。除非发生大规模的底层反抗,否则中共不太可能被推翻。我认为,中国领导层内部分裂的可能性更大。为了促进中国未来的民主化,应关注以下三个方面:公民社会、信息自由和法治,一个充满活力的市场经济也有助于中国未来的政治进步。为了避免中美冲突,需要通过外交和展现善意来促使中国做出妥协。 至于特朗普,他的对华政策缺乏连贯性,难以预测其未来对华政策。他可能采取更倾向于接触的政策,但也存在不确定性。

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I never deliberately timed this piece with the presidential inauguration of Donald Trump, yet now that we have stumbled upon this occasion, it also seems fitting. For to answer the question “what will Trump do about China?” it is necessary to revisit and review the recent history of U.S.-China relations, the dynamics of both American and Chinese domestic politics, and the macro forces shaping the political environment. Luckily, we are gifted with another piece of oral history from our honorable guest, Prof. Susan Shirk of UC San Diego.

Followers of this Substack will find her a familiar figure, for we have so far published two pieces of her oral history (part one) and part two)). For new readers, I will introduce Prof. Shirk again: She is a research professor at the UC San Diego School of Global Policy and Strategy, director-emeritus of the 21st Century China Center), and director-emeritus of the UC Institute on Global Conflict and Cooperation (IGCC)). She is one of the West’s foremost thinkers on Chinese elite politics and political institutions, who, having first travelled to China in the early ‘70s, has witnessed the country from the Mao to the Xi eras. Between 1997 and 2000, Susan served in the Clinton administration as the Deputy Assistant Secretary of State, overseeing U.S. relations with China, Taiwan, Hong Kong, and Mongolia.

This interview took place last summer. Much has happened since then, not least the election of Trump. Some parts of this interview may be slightly outdated, but I find it holds up well. Many regard Trump as a hawkish figure on China, so it is refreshing to hear Susan raise the possibility of a U.S.-China reengagement under Trump. America has a history of anti-communist presidents exercising a policy of engagement, from Richard Nixon to Ronald Reagan; being anti-communist is almost a prerequisite in American politics to practice rapprochement, since only then are you trusted enough to speak to enemies. Maybe history will repeat itself under Trump.

However, most of this interview — which was edited for brevity and clarity — is not about Trump but about China’s own political future. We review missed opportunities and key turning points in the recent history of U.S.-China relations, political changes under Xi Jinping, Susan’s personal relationships with key Chinese foreign policy figures Wang Yi and Fu Ying, and a contemplation of Chinese politics after Xi.

Hope you enjoy.

Best,

Leo

For quick navigation to the specific sections:

The death of U.S.-China cooperation: “China’s behaviour changed. Our reaction also changed.”)

Discontent and dictatorial leadership under Xi)

China during the “garbage time of history” and beyond)

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Recommended readings

Susan Shirk, 2022, Overreach, Oxford University Press

Susan Shirk, 1993, The Political Logic of Economic Reform in China, University of California Press

About us

The Peking Hotel podcast and newsletter are digital publications in which Liu He interviews China specialists about their first-hand experiences and observations from decades past. The project grew out of Liu’s research at Hoover Institution collecting oral history of China experts living in the U.S. Their stories are a reminder of what China used to be and what it is capable of becoming.

We also have a Chinese-language Substack). We hope to publish more conversations like this one, so stay tuned!

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