The Self-Strengthening Movement, also known as the Westernization or Western Affairs Movement (c. 1861–1895), was a period of reforms initiated during the late Qing dynasty following the military disasters of the Opium Wars and Taiping Rebellion. These defeats exposed weaknesses in Qing military and administrative systems, prompting efforts to strengthen the state. These reforms included efforts across diplomatic, military, economic, and educational sectors.
In 1860, China's defeat in the Second Opium War and the successes of the Taiping Rebellion forced the imperial court to acknowledge a crisis. In 1861, Prince Gong and Grand Councilor Wen Xiang proposed establishing an office to direct foreign affairs. Prince Gong was made regent, Grand Councilor, and head of the newly formed Zongli Yamen (a de facto foreign affairs ministry). Local Han Chinese officials such as Zeng Guofan established private westernized militias in prosecuting the war against the rebels. Zeng and his armies eventually defeated the rebels and prosecuted efforts to import Western military technology and to translate Western scientific knowledge. They established successful arsenals, schools, and munitions factories.
In the 1870s and 1880s, their successors used their positions as provincial officials to build shipping, telegraph lines, and railways. China made substantial progress toward modernizing its heavy industry and military, but the majority of the ruling elite still subscribed to a conservative Confucian worldview, and the "self-strengtheners" were by and large uninterested in social reform beyond the scope of economic and military modernization. The Self-Strengthening Movement succeeded in securing the revival of the dynasty from the brink of eradication, sustaining it for another half-century. The considerable successes of the movement came to an abrupt end with China's defeat in the First Sino-Japanese War in 1895. Another major modernization effort known as the late Qing reforms started in 1901 following the failure of the Hundred Days' Reform and the invasions of the Eight-Nation Alliance.
Etymology
The original use of the phrase "self-strengthening" is from the ancient Yijing, where it is written, "The superior man makes himself strong". The same phrase is encountered in use by the Southern Song dynasty in reference to dealing with the crisis of Jurchen invasion, and again by the Qianlong Emperor, writing that self-strengthening was requisite for warding off foreign aspirations.
As the eighteenth century drew to a close and the gradual decline of the Chinese bureaucracy became apparent, there was a rapid shift in the ideology of the Chinese Confucian Scholars towards the "School of Practical Learning" (jingshi) that argued for a practical approach to government and did not shy away from urging institutional reforms. These scholars came to co-opt ideas from the ancient Legalist philosophy such as fujiang, the focus on the wealth and power of the state.
The concern with the "self-strengthening" of China was expressed by Feng Guifen in a series of essays presented by him to Zeng Guofan in 1861. Feng obtained expertise in warfare commanding a volunteer corps in Qing government's campaign against the Taiping rebels. In 1860 he moved to Shanghai, where he was much impressed by Western military technology.
In his diaries, Zeng mentioned his self-strengthening rhetoric directed at technological modernization in an attempt to defend the nation's sovereignty and territorial integrity.
Li Hongzhang uses the term in an 1864 letter whereby he identifies the Western strength as lying in technology and advocates learning to construct such machines, first military and subsequently – in a memorial the following year – civilian. Other terms used to refer to the movement are the Westernization Movement or Western Affairs Movement.
Background
Early works by scholars such as Chen Lujiong (1730), Wang Dahai (1791), and Xie Qinggao (1820) already espoused the idea that Western countries were a threat due to their superior military technology: these scholars also called for the adoption of Western weapon technology.
Scholar official Wei Yuan, writing on behalf of Imperial Commissioners Lin Zexu and Qishan at the close of the First Opium War, expressed advocacy for production of Western armament and warships. By the 1830s and 1840s, proposals emerged urging the use of Western military technology for defense against foreign powers, as well as specific reforms to traditional institutions such as the Imperial Examinations to assist the propagation of the new technology. During the First Opium War, Lin Zexu purchased a few hundred guns and a ship from Europeans.
The Taiping Rebellion (1850–1864) was not primitive in terms of weapons, relatively. An ever growing number of Western weapons dealers and blackmarketeers sold Western weapons such as modern muskets, rifles, and cannons to the rebels. Taiping leadership advocated the adoption of railways and steamships among other Western developments. Zeng Guofan, official in Hunan province, begun recruitment for his privately managed militia, the Xiang Army, sourcing funds from local merchants, to combat the rebels, using Western weapons and training. Imperial forces encompassed the Ever Victorious Army, consisting of Chinese soldiers led by a European officer corps (see Frederick Townsend Ward and Charles Gordon), backed by British arms companies like Willoughbe & Ponsonby.
By 1860, the overwhelming bulk of the Chinese political class had become conscious of the radical transformation that was occurring. They now proclaimed that change was irresistible and advocated for deeper studies of Western technology.
In July 1861, Prince Gong declared that he had received imperial approbation for the purchase of foreign weapons for self-strengthening, initiating the reform movement.
First phase (1861–1872)
The movement can be divided into three phases. The first lasted from 1861 to 1872, emphasized the adoption of Western firearms, machines, scientific knowledge and training of technical and diplomatic personnel through the establishment of a diplomatic office and a college. Feng Guifen believed that adopting Western technology was the best way to adapt to Western pressure.
The Tongwen Guan was established in 1862 by the joint advocacy of Prince Gong and Wenxiang, offering classes in English, French, Russian and German, in order to train diplomats to engage with Westerners. Li Hongzhang founded a similar language school in Shanghai in 1862, and another such school was established at Guangzhou in 1863 and Fuzhou in 1866. These schools became the pioneering vehicles of Western studies; in 1867 Astronomy and Mathematics was added to the Tongwen Guan curriculum.
The Chinese government officials were dominated by a desire to maintain peaceful relations with the Western powers through "trust", "faithfulness", "softness" and "patience", and they persuaded the Chinese public to accept Western presence in the treaty ports. However, foreign activities not covered by the treaties were strictly prohibited.
After the First Opium War, Western newspapers began to be translated into Chinese as a means of obtaining information about the West, and after 1851 this was expanded to Western books. These efforts were spearheaded by the Tongwen Guan and the Jiangnan Arsenal and distributed throughout the country. The Jiangnan Arsenal translated a total of 143 Western books in the period of 1868–1879. Chinese intellectual enthusiasm for Western science soared.
Superintendents of Trade
As a result of treaties with the Western powers, the two ports of Tianjin and Shanghai were opened to Western trade. Two officials titled Commissioner of Trade for the southern and northern ports, respectively were appointed to administer foreign trade matters at the newly opened ports.
Although the ostensible reason for the establishment of these two government offices was to administer the new treaty ports, the underlying reasons for their establishment were more complicated: these superintendents were supposed to confine to the ports all diplomatic dealings with foreigners, rather than burdening the central government in Beijing with them. The authority of the commissioners also came to include the overseeing of all new undertakings utilizing Western knowledge and personnel; thus, they became the coordinators of most self-strengthening efforts.
Li Hongzhang was the Tianjin Superintendent from 1870 and was so successful in taking over the functions of the Zongli Yamen that communication between the imperial court and the foreign diplomats at Beijing were kept under the auspices of the Self-Strengthening reformers.
This phase was also the first time that they began to work on the treaties that would later be instated.
Maritime Customs Service (1861)
A British national, Horatio Nelson Lay, was appointed as the Inspector-General of the Imperial Maritime Customs Service, which was established in April 1861. This office evolved from the foreign-run Inspectorate of Customs founded in 1854, which had originated in the Provisional System established in 1853 by the foreign powers. This was made possible due to the collapse of Chinese governmental authority in Shanghai after Taiping Rebellion advances in the vicinity. The office was designed to collect tariffs equitably and generate new revenues for the Qing imperial court from the import dues on foreign goods, a duty impossible for Chinese officials who were now powerless to enforce their authority on foreigners. Lay's main duty was to exercise surveillance over all aspects of maritime revenue and to supervise the Chinese inspector superintendents who collected revenue at the various treaty ports. Rather than being an innovation, this move merely institutionalized a system which had been in existence since 1854.
For the latter half of the nineteenth century, China would be maximally exploited through the foreign Maritime Customs Service's exercise of treaty tariffs on opium and other goods, inland navigation, colonies, concession territories, and extraterritoriality. The maritime customs service ensured the Chinese government a reliable and growing source of new revenue. Customs revenues increased from 8.5 million taels of silver in 1865 to 14.5 million taels in 1885. Customs revenue paid off the 1860 indemnities. It also furnished part or all of the revenues of such new undertakings as the Beijing Tongwen Guan, the Jiangnan and Xingu Arsenals, the Fuzhou Navy Yard, and the educational mission to the United States. The customs service also played an important role in checking smuggling. It also charted the Chinese coast and installed lighthouses, beacons, and other modern aids to maritime navigation.
As a result of a conflict with the Chinese government regarding the use of British naval units to suppress the Taiping Rebellion, Lay was replaced by Sir Robert Hart in 1863. Hart tried to do more than ensure that the customs service provided a steady flow of revenue to the Qing imperial court. He tried to initiate some reforms that would contribute towards Self-Strengthening: he advocated for the establishment of a national mint and post office, as well as trying to help China organize a modern naval fleet. However, he was unable to win acceptance for any of his ideas because the imperial court was not willing to allow foreigners to play an active role in the Self-Strengthening Movement.
Military modernization
The most important goal of the Self-Strengthening Movement was the development of military industries; namely, the construction of military arsenals and of shipbuilding dockyards to strengthen the Chinese navy. The program was handicapped by several problems:
This program was spearheaded by regional leaders like Zeng Guofan who, with the efforts of the western-educated Yung Wing, established the Shanghai arsenal, Li Hongzhang who built the Nanjing and Tianjin Arsenals, and Zuo Zongtang who constructed the Fuzhou Dockyard. The arsenals were established with the help of foreign advisors and administrators, such as Léonce Verny who helped build the Ningbo Arsenal in 1862–64, or the French officer Prosper Giquel who directed the construction of the Fuzhou Arsenal in 1867–74. Zeng and Li collaborated to construct the Jiangnan Arsenal. Schools for the study of mechanical skills and navigation under the direction of foreign advisers were established at these arsenals and dockyards. As these powerful regional strongmen were able to act independently of the central government, there was little coordination between the provinces and the government.
These military industries were largely sponsored by the government. As such, they suffered from the usual bureaucratic inefficiency and nepotism. Many of the Chinese administrative personnel were sinecure holders who got on the payroll through influence.
The program proved expensive: Li Hongzhang had wanted the Jiangnan Arsenal to produce breech loading rifles of the Remington type. Production finally started in 1871 and produced only 4,200 rifles by 1873: these rifles were not only more costly than, but also far inferior to, the imported Remington arms. Shipbuilding efforts were also disappointing: the program consumed half of the arsenal's annual income but the ships built were at least twice as costly as comparable vessels available for purchase in Britain. The lack of material and human resources proved to be a formidable problem. The program was heavily reliant on foreign expertise and materials. The unavoidable growth in the number of foreign employees had made increased costs inevitable. Furthermore, officials were not even aware when the foreigners were not competent enough to perform the tasks that they had been hired to do. Laxity in procurement practices also contributed to escalating costs. Army organization was reformed during this period. The Chinese government had spent a huge amount of money on military equipment and guidance from the West. Thus, it behooved the imperial court to use what they had learned to raise a new army.