Andrew Batson
@andrewbatson
Partner and China research director at Gavekal Dragonomics. Aspiring blogger. Former Wall Street Journal. Variously from Louisiana, Beijing, Pacific Northwest.
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I don’t think I’ve ever seen a picture of Xi *laughing* before. Smiling benevolently, yes, but not laughing.
Finalised Birth Data of Heilongjiang in “Chinese Statistical Yearbook 2025" gives Heilongjiang's CBR as 3.35‰. Multiplying this by its total population (30.3M) gives a Birth No.of 101500 (instead of 96k) which makes its TFR 0.65 instead of 0.57 (I slightly adjusted my model)
Finally, Heilongjiang and Hebei published its demographic stats of 2024 recently. Hebei with 71M people recorded 440k births, leaving Heilongjiang with 30M people and 96k births. TFRs for Hebei and Heilongjiang 2024 according to my calculations were respectively 1.09 and 0.57.
The greatest Western delusion about China is, and always has been, greatly exaggerating the importance of plan. Like, in this case, for example. It sounds as if there is some kind of continuous industrial policy, for decades Which is a huuuuuuge misrepresentation of reality
The phrase "complete industrial system" 完整工业体 appears a lot these days in China. But the phrase goes back to at least the 6th Five-Year Plan where the preface talks about building an "independent and relatively complete industrial system" 独立的,比较完整的工业体系"
Useful color on the re-centralization push underway in China
A thought: "national unified market" vs China's fractal developmental state (~3,000 county-level developmental states) could even be called China's principal political-economy contradiction right now. I just got back from China where I had a chance to interview several…
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