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霧裡薛溪東支流,

紀念陳映真先生|唯一的道路

2016年是很辛苦/心苦的一年。然而,在這一年的最後一天參加了台北的陳老師追思會,並以此做為今年的結束,卻是意料之外的事情。

大學本科時代的我曾在人間出版社打工,負責當時正在籌辦的《人間網》的技術工作。那大概是2003年前後的事情。為了《人間網》的技術工作,我每周總要在課後去趟潮州街的人間出版社,接受新的網站更新工作或任務。而當時常駐辦公室的除了大家都敬愛的陳師母之外,還有幽默的中陳大哥。他們共同形成了潮州街辦公室的日常秩序。當時也正是陳老師寄予厚望的「人間學社」正在籌辦的日子。許多老「人間」都動了起來,為了「人間」的再起而努力。此外,我們這些很晚才到人間幫忙的小夥伴們、小關、乃慈、小胖、小廖,也在哲元學長的帶領下在人間出版社召開每周一次的讀書會,讀《宣言》、用吉他彈唱李雙澤的歌。陳老師甚至還曾親自參與並鼓勵大家!對我而言,所謂的「人間」,應該就是這樣一個集體的形象罷。不過,讓我印象最深的,就是今日已然謝世的李文吉大哥把人間出版社的某個看起來原本應是廚房的房間漆成全黑的樣子。這是為了直接在出版社裡建起一間暗房。由此可以想見當時的文吉大哥是多麼期待「人間」的再起了。每當我想起文吉大哥親自在這間未來的暗房裡爬上爬下親自粉刷的模樣,就能想起《人間網》和人間學社籌備初期帶給周圍人們的那份熾熱的感覺。

那份熾熱的感覺當然源自於陳老師。除他之外,不能再有第二人提供這樣的能量。在我的印象中,這樣的能量在1990年代末期臻於成熟並巨大地煥發出來。其中,最具象徵性的事件包括了:1998年陳老師開始批判皇民文學美化論、親手創辦《人間思想與創作叢刊》、恢復小說創作、與陳芳明展開台灣社會性質的大論戰,以及1999年以後陳老師親自支持的地下油印刊物《左翼》的創刊──這是陳老師在理論、實踐,以及小說創作等方面同時迸發出來的燦爛的時期。雖然此間他也曾因病暫歇。但對我而言的陳老師,卻是我們建構社會主義認同和祖國認同之時取之不盡、用之不竭的寶庫。迄今我還能記得陳老師的陳芳明批判帶給我的震撼,也還能記得《人間思想與創作叢刊》──特別是「清理與批判」、「噤啞的論爭」、「因為是祖國的緣故」等三期──對我思想上的持續的巨大的影響。

陳老師在2000年展開的陳芳明批判也許是影響我最深的事件罷。雖然這次事件表面上是批判陳芳明的台灣文學史論,實質卻是藉機把「台灣社會性質」這個問題拋出來讓社會大眾認識。用他的話來說,即使「比較淺的深度,小規模的[論爭],一定要run一次就是。」(郭紀舟1995年對陳映真的訪談)「社會性質」是始於1930年代中國社會史論戰的概念,也是依附在馬克思社會型態(social formation)學說而派生出來的術語。關於「社會性質」的討論,往往預設著人類社會存在著某種歷史分期,並認為革命者只要能夠確認眼前的社會處在某個具體的歷史階段,便能直接規定通往下一歷史階段的革命性質,進而判斷眼前的社會變革應當團結甚麼階級、應當反對那些階級。陳老師大致從1980年代初期便開始關心台灣社會性質的問題,並在1990年代進一步追索台灣歷史上曾經出現過的、類似於社會性質討論的思想史。而陳老師最初的代表作,就是他在1992年發表的〈李友邦的殖民地台灣社會性質論與台共兩個綱領及「邊陲部資本主義社會構造體論」的比較考察〉以及〈祖國:追求.喪失與再發現──戰後臺灣資本主義階段的民族主義〉等論文。通過陳老師的努力,他發現台灣史上也曾為了確定革命的方向和性質,而產生過類似於「中國社會性質論戰」的討論。以日據時期來說,這些討論先後是:1927年以許乃昌為左派代表的「中國改造論爭」(許氏是台灣最早的中共黨員、最早的留蘇學生)、1928年和1931年台灣共產黨先後推出的兩次綱領,以及李友邦在大陸抗戰期間所曾提出的台灣社會分析。
在偶然的機緣下,我在台大發現了許乃昌曾在中國改造論爭之前發表過類似的社會性質論文,並與瞿秋白在中共中央理論刊物《新青年》上展開對話。那是更早的1924年。為此,我試著撰寫了生平第一篇學術論文探討許乃昌從1924年到1927年的轉變,並把這篇論文呈給陳老師審閱。

陳老師讀完這篇論文後問我:為什麼會對社會性質的問題感興趣呢?一時不知該如何回答的我,隨口胡謅了「三十年代社會性質論戰的影響」這類的答案。陳老師的表情顯然是狐疑的,畢竟我一個本科生怎麼可能有過他們那種在戒嚴時期舊書攤親炙大革命時代社會科學熱風的經驗呢。

出版社的窗戶並未掩上,潮州街上的微風和午後的陽光和煦地吹進出版社的客廳。我和陳老師各自坐在那張所有人都印象深刻的大桌子的兩邊。那是2004年還是歷史系四年級生的我。

掩藏在我胡謅的答案底下的,是對陳老師的崇敬。--我的真實答案是:因為是陳老師您的著作,特別是與陳芳明論戰的一系列文字影響了我。不好意思當面向陳老師告白的我只能胡謅了一個與我年齡並不相稱的答案。但這樣的答案卻讓我每次想起之時都能感到溫暖。

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那樣的溫暖總是常在。2003年美國展開伊拉克侵略戰爭之後,我們在開戰之後的320與322快速組織起兩次大型的遊行示威活動。在台北。陳老師和陳師母參加了322白天的遊行。那天,陳老師拿著我繪製的手舉牌走在人群無數的遊行隊列中。我興奮地跟陳老師說:「老師!這張是我畫的圖呀!」——陳老師微笑點頭,予我以溫暖的鼓勵。當我再次看到陳老師拿著這張手舉牌的畫面時,已是多年後在藝術家高重黎的紀錄電影《我的陳老師》之中。在那人物輪廓顯得柔和卻又不斷跳接的8釐米光影中,我記憶中的陳老師彷彿又具體了起來。

陳老師反戰

本科畢業之後,我開始忙著研究所的學業,於是也就離開了出版社。一天,我找到了一則由印尼共領導人艾地(Dipa Nusantara Aidit,1923—1965)所寫的詩,寄給了陳老師。沒想到,我竟收到了陳老師的回信!這首詩是這樣的:

〈唯一的道路〉/迪‧努‧艾地
破了的靴子陷入泥濘,
小道通向茅草棚,
漏了的屋頂滴下雨水,
弄壞了我最寶貴的財產,
德國、英國、法國、俄國和中國的書本,
還有更多的
這世界上最優秀的人們的思想。
為我開門的妻子
現在又睡了,
屋外的寂靜,幫助我讀書。
夜更深,我更加深深地被這些書吸引。
我曾經宣誓忠於這些思想。
破曉的雞啼也沒有驚擾我。
它們所指出的道路,
不分晝夜,永遠光明。
我們一定能到達目的地。
那兒沒有破靴子,
沒有泥濘,
沒有漏雨的房子,
但通到那裡的道路,
只有這唯一的一條。

陳老師的回信則是這樣的:

小邱:
謝謝你傳來一首好詩,讀之很受激動,
更覺得今天自認是大詩人的人是怎樣以垃圾蹧賤讀者。
你好嗎? 祝
進步 健鬥

陳映真 1-3-2006

十一年後重讀這封短短的回信,已是陳老師離開人間的時候了。

陳老師的回信帶著他那身為馬克思主義者而擁有的鋼鐵般風格。我想起一次晚會結束之際唱《國際歌》的畫面:陳老師與陳師母在安坐台下的人群中莊嚴地站了起來,歌唱「英特納雄奈爾」。

﹒﹒﹒﹒﹒﹒

敬愛的陳老師,您好嗎?

我不知道該給您怎樣的祝福。但在新的一年,我們仍將在這條荊棘的社會科學道路上力爭進步,繼續硬朗地戰鬥下去!因為,通到那裡的道路,只有這唯一的一條。

(邱士杰,2017.1.3)

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2017.1.7與陳師母等人合影~

不回家的湾生:山口小静(邱士杰)

作者案:这是一篇旧的论文,很多年以前写的。正因写作时间太久,因此内容都需要再行修改、增补。但由于「湾生」(日据时期出生在台湾岛内的日本人)问题而折射出的台湾人亲日情节刚好在最近岛内上演,所以我也藉着这篇旧文加映「湾生」的另一种人生历程。这位湾生就是台湾岛内社会主义运动最初期的运动者,山口小静。--邱士杰
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內在於台灣的中國革命──《安息歌》的故事(邱士杰)

成幼殊回憶,「在寒風凜冽的冬夜,臨窗伏案,為即將舉行的上海各界公祭大會寫一首歌詞的任務,自然是我願意接受的。遙望遠在昆明的不相識的四位殉難者,我以第二人稱『你們』來直接抒發我們仍活著的人的哀思和繼續努力的決心。記得我是在得到通知的第二天清早就交卷了。」「『安息吧,死難的同學,別再為祖國擔憂』,表明他們是愛國愛民而獻身,不是什麼『匪』。這是他們的出發點,也是我們與他們的基本共鳴。」

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我們的抵抗與學問——《劉進慶文選》編後記

【劉進慶簡介】劉進慶(1931-2005),台灣著名進步經濟學家與中國統一運動參與者,出生在日本殖民統治下的台灣。1956年畢業於台灣大學經濟學系,1972年取得東京大學經濟學博士學位。博士論文《戰後台灣經濟分析》是台灣第一本以馬克思主義政治經濟學的角度分析戰後台灣經濟的作品。1975年起,劉進慶服務於東京經濟大學,並曾在北京對外經貿大學、史丹佛大學、哈佛大學等校客座。此間曾因積極參與中國統一運動而遭到台灣當局吊銷護照以及日本當局的監視,長期無法返台。2001年退休之後,由東京經濟大學授予名譽教授稱號。退休後的劉進慶投注全部心力於中國統一運動。2005因病過世。

《劉進慶文選》的發想始於劉進慶教授旅日期間的老戰友林啟洋先生。70年代初期,劉進慶與林啟洋等台灣留學生在日本秘密組織了具有鮮明社會主義色彩的「中國統一促進會」。雖然這個組織的存續時間很短,參與者之間的戰鬥情誼卻從70年代延續至今。2013年,經劉進慶夫人授權,林啟洋及夫人林邵雪瑛女士從日本取回劉進慶參與反蔣民主運動等方面的原始材料,希望在劉進慶逝世九週年的時候將這些材料編輯出版。不料,由於林啟洋本人罹患癌症,全部工作遂長期延宕,甚至無法將帶回台灣的文稿進行最初步的整理。林啟洋的病情在2014年春天急遽惡化並不幸於同年夏天病逝,逝世前,林啟洋將其帶回台灣的劉進慶文稿委託邱士杰,將編輯與出版文選的工作提上日程。雖然林啟洋終究未能參與《劉進慶文選》的編輯並親見其出版,但他對社會運動的熱情、他對劉進慶的責任感與同志愛、他為了推動這部文選的出版而付出的努力,卻長存在我們心中。

開始整理林啟洋帶回的劉進慶文稿之後,發現這批材料大多集中於特定時期(一是1970年代,二是2000年以後)和特定主題(比方反蔣運動、政治犯救援運動,以及中國統一運動),沒有辦法全面反映劉進慶教授的思想歷程,甚至無法呼應林啟洋生前設想的編輯計畫──即本文附錄B。因此,我們不得不擴大編選材料的範圍,在林啟洋帶回的劉進慶文稿之外找尋適當的文獻編入此書。[1]

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邱士杰|二十世紀台灣社會主義運動簡史──組織史部份

邱士杰(2013)。〈二十世紀台灣社會主義運動簡史:組織史部分〉,《跨時革新版》第一期(香港)。

引言

起源於二十世紀的台灣社會主義運動有三個歷史發展階段,分別為:第一期日據時期(1931年以前);第二期台灣回歸台灣回歸中國後五年間(1945到1949);第三期七十年代至今。[1]這三個階段所培養的人脈和理論資源,在不斷的斷裂與接續中,逐漸積累而形成了台灣社會主義運動的「組織史」與「論述史」。「組織史」正是本文所要討論的主題。

在漢語世界中,「組織史」往往與中國共產主義運動史的研究有關。「組織」有幾重意思,首先是核心的黨組織;然後是派生出來的青年團、軍事武裝組織與及各種群眾性組織;最後是黨在各黨外團體中的黨組黨團。[2]這些組織的裡與外,都有領導與被領導的明確分工。若按時間序列觀察組織發展,甚至能夠觀察到組織的收縮或膨脹趨勢。

「組織史」可以指狹義的共產主義運動史,但亦可有更廣的含義。本文探討的不僅僅是某個組織本身的發展史,還包括社會主義運動作為各種組織的多樣性統一,而形成的歷史。不同的組織,意味著不同的人際網絡所形成的集合體。有些人際網絡得到了長時間的發展,有些中途夭折,有些彼此整併。這些狀況可能是共時的,也可能是歷時的。

更重要的是,各種人際網絡都不能只以台灣一島作為考察範圍。台灣的社會主義運動,自始至今都是全球社會主義運動的一部分,問題只在於如何成為其一部分而已。

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邱士杰|台湾中等学校歴史教育論争に関する考察──日清戦争120周年にあたって(訳文)

Doi:10.34382/00014008

台灣中學歷史教育爭議札記 ──寫在中日甲午戰爭一百二十週年之際(日譯版)

邱士杰著、徐勝翻訳・訳注・解説,〈台湾中等学校歴史教育論争に関する考察:日清戦争120 周年にあたって〉,《コリア研究》6(2015年3月),頁69–88。按此下載刊行時的紙本PDF。本文原宣讀於2014年9月25日韓国独立紀念館「東学農民運動120年・日清戦争120年記念国際学術会議:1894 5년의 역사상(歷史像)과 동아시아의 역사교육[1894~5年の歴史像と東アジアの歴史教育]」。

目次
訳出にあたって――台湾歴史教科書論争の理解/徐勝
一、台湾地区歴史教科書の変遷
二、歴史教育をめぐる論争の背後にある思想問題
  (1)「官/民」二元対立
  (2)同心円史観の理論と実際―日清戦争の叙述を例として
三、高等学校歴史科教学問題
四、結論
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Social Transformation or Maintenance of the Status Quo: Reflections on the Chinese Vision of the Taiwanese Socialist Movement and Its Loss

사회변혁인가 현상유지인가?──대만사회주의운동의 중국 전망과 그 소실로부터

(Speech delivered at the “Asian Socialism Workshop: Hong Kong/Taiwan” at Sungkonghoe University, Seoul, Korea, February 27, 2015)

Qiu Shijie=추스제=邱士杰

Participants from Hong Kong and Taiwan at the workshop.

Introduction

On January 15, 2015, People’s Daily published a biographical profile focusing on Chen Mingzhong (陳明忠), a leading figure of Taiwan’s socialist-reunificationist faction.[1] In the history of People’s Daily, it was likely the first time such a lengthy article introduced a figure from Taiwan’s socialist-reunificationist movement. Shortly afterward, renowned mainland Chinese scholar Wang Hui (汪暉) also gave considerable attention to the issue of Taiwan’s reunificationists—particularly the socialist-reunificationists—in his long essay titled “The Taiwan Issue in the Great Historical Transformation of Contemporary China.” Although it is still too early to assess the implications of Taiwan’s socialist-reunificationists entering the view of mainland officials and scholars, this belated attention undoubtedly helps us reflect on the past and look to the future.

This paper focuses on how the prospect of social transformation in Taiwan has been hollowed out due to an excessive focus on the practices of the People’s Republic of China, and how an overreaction against the PRC has led to the rejection of Taiwan’s own potential for social transformation, ultimately leading to a dilemma of maintaining the status quo.

I. Several Approaches to Interpreting the Practice of Chinese Socialism

When Taiwan’s socialist movement became part of the Chinese revolution, the mainstream approach within the movement was to seek prospects for Taiwan’s social transformation through the lens of the PRC’s socialist practice, and to continually offer new interpretations or engage in debates centered on that practice. Although this is a logical extension of the “one-country socialist construction” thesis, during the era when the socialist bloc led by the Soviet Union still existed, the “one-country (China) socialist construction” perspective also served as a gateway for Taiwanese socialists to enter the international communist movement.

Wang Hui has offered his interpretation regarding the relationship between the PRC’s socialist practice and Taiwan’s socialist movement. He essentially divides the history of the PRC into two periods, asserting that socialist practice suffered setbacks in the earlier period, leading to a new era in which socialism increasingly became a kind of “legacy.” The transition of the PRC from the earlier to the later period, according to Wang, also brought serious setbacks to Taiwan’s socialist-reunificationists. At the same time, he argues that Taiwan’s anti-communist reunificationists also declined due to changes in Sino-American-Soviet relations. Wang Hui’s analysis essentially treats Taiwan as a methodological tool—a route to reinterpret Chinese socialist practice. The focus, in other words, is not so much Taiwan itself, but the Chinese mainland that is rearticulated through the lens of Taiwan.

Thus, while Wang Hui’s analysis helps explain some aspects of the historical situation, on the whole he adopts an approach that neglects Taiwan’s internal factors. He simplifies the weakening of Taiwan’s various pro-reunification factions as consequences externally induced by the PRC, thereby implying that various forms of separatism (Taiwan independence and “Taiwan-centrism”) have risen in response to this weakening. However, in the actual context of Taiwan, the only genuine reunificationist faction is the socialist-reunificationist one—and this force has always been quite marginal, not something that only declined recently. Moreover, over the past three decades, the contraction of reunificationist forces, the modest growth of Taiwan independence, and the dramatic expansion of Taiwan-centrism do not form a necessary causal chain; each has its own decisive material foundations. Therefore, although internal political developments and external diplomatic shifts in the PRC may have influenced various reunificationist factions, to truly explain the rise of separatism—especially the emergence of Taiwan-centrism as the dominant mode of separatism—one must look elsewhere. For example, one could explain it by analyzing how postwar Taiwan, as a new colony under U.S.-Japanese influence, underwent capitalist transformation and thereby reshaped its internal class structure.

Wang Hui’s logic of historical periodization is essentially consistent with frameworks such as the “Two Thirty Years,” all of which approach the issue by identifying a rupture in the socialist practice of the PRC. A new conceptual entry point he has recently adopted in addressing this issue is the notion of the “workers’ state.” In Wang Hui’s usage, the “workers’ state” is associated with a certain kind of socialist practice, and the gradual “bankruptcy” of the workers’ state after the end of the Cultural Revolution marks the progressive disappearance of that socialist practice. In other words, Wang Hui uses the concept of the “workers’ state” to rearticulate a periodization of the PRC’s history into “old” and “new” periods.

However, Wang’s use of the concept of the “workers’ state” departs significantly from its original meaning. As is well known, the term “workers’ state” is more commonly used within Trotskyist discourse and is essentially equivalent to the notion of the “dictatorship of the proletariat.” The reason Trotskyists prefer this term is to highlight the possibility (or even inevitability) that the “workers’ state” may produce—or tolerate—non-socialist outcomes in practice. These outcomes are often linked to the workers’ state’s failure to carry out social transformation to its fullest extent. For instance, after the establishment of a workers’ state, it might coexist with other classes (such as smallholding peasants) in conditions where the means of production have not yet been fully collectivized. Even when the most socialist-oriented form of collectivization is achieved, if the workers’ state becomes bureaucratized and transforms into what Trotskyists call a “deformed workers’ state,” its actions cannot be automatically labeled as “socialist.” In short, preserving a normative and idealized space for “socialism” is precisely why Trotskyists prefer the term “workers’ state” over “socialist state” or “socialist society.”

Although Wang Hui’s theory of the “workers’ state” differs considerably from the original Trotskyist formulation, one could say that both offer differing interpretations of the PRC’s historical development. Wang Hui’s theory represents a “socialism suffered setbacks” position, using the division between old and new periods as its structural backbone. By contrast, the original theory of the workers’ state corresponds to a “socialism yet to be realized” position. According to this view, the entire history of the PRC to date need not be divided into two periods, but can be understood as the continued existence of a workers’ state that has become increasingly bureaucratically deformed—a process always harboring both revolutionary potential and the risk of counterrevolution.

While the marginalization of Taiwan’s socialist movement is primarily determined by internal factors—such as a century of colonial and neo-colonial experiences, White Terror repression, and the postwar class structure—rather than by the series of revolutionary setbacks emphasized by Wang Hui (such as the failure of the Cultural Revolution, the reform and opening-up, and the 1989 Tiananmen crackdown), it is true that these Chinese revolutionary setbacks have deepened or even caused splits within Taiwan’s socialist ranks. These divisions not only emerged between pro-reunification and pro-independence positions, but each line also anchored itself in either the “socialism suffered setbacks” thesis or the “socialism not yet realized” perspective, depending on subjective identifications. Notably, many of Taiwan’s right-wing figures also share these two interpretive frameworks and use them as rhetorical weapons to criticize China. This appropriation of leftist theory by the right reflects, on the one hand, how the Chinese revolution is internally entangled with Taiwan, and on the other, the weakness of Taiwan’s socialist movement—which has been too feeble to firmly claim discursive authority over either perspective.

A representative figure of the “socialism suffered setbacks” position is Hsu Teng-yuan (許登源), who identifies as part of the so-called “overseas Taiwanese leftist movement.” Hsu was an active participant in the Taiwan independence and China reunification movements of the 1970s. However, after the end of the Cultural Revolution and the beginning of the reform era, he began vehemently criticizing the Communist Party of China (CPC)’s line. From his perspective, China’s socialist practice has suffered significant setbacks, and therefore, it is necessary to criticize the revisionist line of the new era—such as the CPC’s post-reform conceptual separation between “communism” and “socialism” under the so-called “socialist system theory.” As Hsu puts it: “From my point of view, socialism and communism are essentially the same thing—just two terms for the same process. ‘Socialism’ primarily refers to the transition, the process, while ‘communism’ typically designates the ultimate goal. The development of society as a whole moves from the pre-communist stage toward the communist stage.” Therefore, “socialism is not a system.”[2]

Hsu Teng-yuan’s above critique clearly reflects his inheritance of Mao Zedong’s “Great Transition” thesis. According to the logic of the “Great Transition,” the entire period from the establishment of the dictatorship of the proletariat (i.e., the workers’ state) until the eventual withering away of the dictatorship is considered a transitional period—one in which the risk of counterrevolutionary restoration is ever present, and the revolution can fail.[3] In contrast, the “Small Transition” thesis—typified by the Stalinist model—defines the transitional period more narrowly, encompassing only the time from the establishment of proletarian rule to the collectivization of the means of production and the elimination of the exploiting classes.[4] The “Great Transition” formed the theoretical foundation for Mao’s launching of the Cultural Revolution. According to this perspective, revolution is not irreversible; it does not mean that after the “small transition,” the rest is a perpetual festival. Yet since the Cultural Revolution was a cultural revolution rather than a social or economic one, it also implied that Mao in fact acknowledged that socialism had been preliminarily established at the social and economic levels following the small transition (which is precisely why there was something to “defend” during the Cultural Revolution).[5]

If the unique vision of the Cultural Revolution era was to affirm both the provisional realization of socialism and the possibility of its collapse, then that vision was dismantled after the failure of the Cultural Revolution. For the CPC, it remained necessary to affirm the reality of socialism’s preliminary establishment, which is why it repackaged the post-reform policy shift in the theoretical form of the “primary stage of socialism,”[6] rather than adopting the “New Democracy” thesis, which might have better matched the substance of the new line but would have signified a theoretical regression. In short, the more socialism can be depicted as a tangible, nameable system, the better. But for the “socialism encountered setbacks” thesis and the “socialism not yet realized” thesis, the reality of socialism’s preliminary achievement no longer exists. Whether it never existed in the first place, or later ceased to exist, the point is: it no longer exists now.

Although the “socialism not yet realized” thesis does not, in itself, carry inherently positive or negative connotations, in the majority of cases in Taiwan it tends to function as a means of criticizing the CPC—and at times even serves as a rationale for rejecting reunification.

In recent years, the “socialism not yet realized” thesis has taken on new forms. A representative formulation is the “wartime preparedness system” proposed by Chen Mingzhong, a leading figure of Taiwan’s socialist-reunificationist faction. Chen argues that post-1949 China established a wartime preparedness system aimed at resisting imperialism and hegemony. While this system is not itself socialism, the long-term leadership of the Communist Party could ensure that the system would “move toward socialism” (he characterizes the current situation in China as one of state capitalism under CPC leadership). Although Chen is not well-versed in the theory of the workers’ state, his analysis, which focuses on the progressive or regressive nature of the superstructure as a basis for assessing the future of Chinese socialism, is in fact very similar in logic to that of the workers’ state theory.[7]

Chen’s “socialism not yet realized” thesis takes the “socialism encountered setbacks” thesis as its interlocutor. Precisely because some theorists argue that socialist practice in China “encountered setbacks,” Chen responds by asserting that “socialism has not yet been realized,” and therefore “there are no setbacks to speak of.” In other words, Chen’s effort to propose his own version of the “socialism not yet realized” thesis highlights just how deeply the “socialism encountered setbacks” thesis has shaped Taiwanese socialist thinking. Whether or not the practice of the Chinese revolution truly possesses a “socialist” character is ultimately beside the point. What matters is this: because the Chinese revolution achieved actual social transformation, and because “socialism” is generally understood to mean social transformation, the practices of the Chinese revolution were naturally perceived by many Taiwanese socialists as “socialism”—and even became the symbolic object of aspiration in their pursuit of Taiwan’s own social transformation. In this sense, when the vision of Taiwan’s social transformation disappears from Beijing’s policy toward Taiwan, and when the social transformation accomplished by the Chinese revolution becomes increasingly difficult to evaluate, it also becomes more and more difficult to imagine Taiwan’s social transformation from the perspective of an “entire China” that includes Taiwan.

For today’s Taiwanese socialists, the greatest challenge lies in the absence of any concrete vision for social transformation in Taiwan. Not only is there a lack of thinking from the perspective of social transformation for “all of China, including Taiwan,” but even proposals focused solely on Taiwan itself—what might be called an “island-based transformation thesis”—are virtually nonexistent. The term “island-based transformation thesis” was coined by Chen Yingzhen to describe the orientation of thinkers such as Hsu Teng-yuan, who advocate the “socialism encountered setbacks” position. He characterized them as holding an “island-based transformation” line because, after the failure of the Cultural Revolution and the launch of economic reforms, they engaged in intense critiques of China, adopting a posture resembling that of socialist-leaning separatists. However, strictly speaking, while Hsu and others formulated relatively systematic critiques of China, they did not explain how social transformation might actually occur within Taiwan itself. Thus, in a strict sense, an “island-based transformation thesis” does not truly exist. The key reason, of course, is that they are not separatists.[8] Conversely, even socialist-reunificationists such as Chen Mingzhong and Chen Yingzhen—despite their strong Chinese vision and attempts to theorize Taiwan’s transformation within a broader framework of “all China”—ultimately ended up focusing only on whether the CPC practice was good or bad, without offering a concrete proposal for how Taiwanese society, as part of a unified China, might achieve transformation. In this sense, one could argue that Taiwan’s socialist-reunificationists have not fully lived up to their responsibility as advocates of reunification.

While the lack of a transformative vision is primarily the result of theoretical and practical limitations, it is also largely due to the fact that Taiwan’s future cannot realistically be considered in isolation from the rest of China. Since the late 1970s, the CPC has removed “exporting revolution” from its cross-strait policy agenda and instead centered its “One Country, Two Systems” approach on “maintaining the status quo.” As a result, the possibility of imagining Taiwan’s social transformation from the perspective of “an entire China including Taiwan” has been objectively undermined. This, in turn, has rendered the very question of Taiwan’s transformation increasingly unthinkable. The passive aspect of the current CPC policy toward Taiwan lies precisely in this.

In fact, viewed historically, the CPC’s practice of “One Country, Two Systems” has not always centered on “maintaining the status quo.” Take Tibet as an example: prior to 1959, Tibet implemented a textbook case of One Country, Two Systems. Even after 1959, the principle remained. When Tibet launched democratic reforms in 1959, the vast majority of other regions in China had already undergone socialist transformation. Tibet’s own socialist transformation did not begin until 1970.[9] In other words, between 1959 and 1970, Tibet implemented a form of social transformation adapted to its own socioeconomic conditions, rather than blindly following the pace of transformation in other regions. This experience in Tibet should serve as a valuable reference point for the Taiwan issue.

If One Country, Two Systems is to function effectively in Taiwan, it must be oriented toward Taiwan’s social transformation. Even if the content of this transformation differs from that of the mainland, it must nonetheless dismantle Taiwan’s current status quo. In this regard, One Country, Two Systems could very well become a path for future Taiwanese socialists to imagine Taiwan’s transformation. Conversely, if one wishes to address the current crisis that One Country, Two Systems is facing in Hong Kong, then dismantling the status quo in Hong Kong must also be the only possible path forward.

II. Taiwan’s Diverging Paths: “Maintaining the Status Quo” or Social Transformation?

In general, the lack of vision for social transformation among Taiwanese socialists is not only due to their own low level of theoretical and practical development, but also stems largely from two external factors: first, that the socialist practice of the mainland either cannot or refuses to offer such a vision; and second, the general compromise that most of the global left has made with reality since the decline of the international workers’ movement in the 1990s. The former has led to Taiwanese versions of both the “socialism not yet realized” thesis and the “socialism encountered setbacks” thesis; the latter has resulted in many Taiwanese socialists passively conforming, to varying degrees, to the dominant public sentiment of “maintaining the status quo.”

The 2014 anti–Cross-Strait Services Trade Agreement (CSSTA) movement was a typical “status quo” movement. By rejecting the People’s Republic of China, and consequently rejecting the social transformation that would inevitably be brought about by deeper cross-strait economic integration, the movement positioned “maintaining the status quo” as a solution to Taiwan’s political predicament. The “status quo” it aimed to preserve includes continued cross-strait division, Taiwan’s ongoing status as a new colony under U.S.-Japanese influence, and the sustained profitability of Taiwanese capitalists (and thereby Taiwan as a whole) under that arrangement. Many commentators, including Wang Hui, viewed the mainland’s economic concessions to Taiwanese capital as the primary driver of warmer cross-strait relations since 2008, and interpreted the anti-CSSTA protests as a failure of that logic of concession. Yet from a historical perspective, the logic of concession did not begin in 2008. From the separation of the two sides in 1949 to the mid-1980s, cross-strait trade was nearly nonexistent and could only occur through intermediaries and transshipment points. After the mid-1980s, trade resumed, but it would be more accurate to say that the dominant axis of this revival was the mainland offering economic concessions that enabled Taiwanese capital to invest in China and exploit its cheap labor. This kind of trade relationship was not intended to overcome the structural economic separation created during the previous thirty years, but rather to extract as much profit as possible from it while it remained usable. Thus, genuine cross-strait economic integration did not exist during the first thirty years, nor was it realized in the subsequent thirty. What was realized was a peace mechanism built on the immense profits that Taiwanese capitalists reaped in China, preventing the outbreak of war.[10] Therefore, instead of dating the logic of concession to 2008, one should trace it back to the mid-1980s. That such a logic was even possible owes itself to the deep structural division created after 1949 by the Cold War and civil war, and Taiwan’s resulting dependence on the U.S.-Japan economic bloc. Thus, any critique of the concessionary logic must necessarily critique this historical division, which is what made that logic possible in the first place.

Before debating whether Taiwan’s social transformation should be imagined as a localized, island-based project or as one rooted in the vision of an integrated China, the most pressing issue facing Taiwanese socialists is the question of cross-strait economic integration—because such integration necessarily renders the status quo unsustainable. In fact, cross-strait integration constitutes the PRC’s new entry point into the problem of Taiwan’s transformation. The Labor Party and other socialist-reunificationists have argued that the left cannot ignore the employment opportunities created by such integration, nor assume that unemployed workers are somehow more revolutionary than employed ones. However, they also reject the idea that cross-strait integration will produce the so-called “trickle-down effect” touted by Ma Ying-jeou—a rhetoric that fuses “economic concessions” with the logic of mutual benefit for capital and labor. The socialist-reunificationist position holds that labor’s engagement with integration should not be to reject it outright, but rather to intensify class struggle in everyday life. Only through such struggle can workers seize the benefits produced by integration. Unfortunately, apart from the socialist-reunificationist camp, the rest of the so-called “left” has fallen into a simplistic equation: trade = free trade = neoliberalism. These forces have rebranded “local protectionism” as a supposedly leftist stance and put it forward as a political line. This uncritical equation not only ignores the fact that cross-strait trade is still fundamentally unequal, but also whitewashes the massive profits Taiwanese capitalists have extracted from this inequality over the past thirty years. As such, these “leftists” who adopt local protectionism are, in reality, nothing more than attack dogs for Taiwanese capitalists resisting foreign capital—nothing more, nothing less. Worse still, because many grassroots unions opposed the anti-CSSTA movement, these “leftists” rebranded their position as “anti–free trade” in an effort to muddy the waters and escape scrutiny.[11]

Although the anti-CSSTA movement was quintessentially a “status quo” movement, it was dressed up in so many seemingly fresh and novel elements that many perceived it as an embodiment of new politics. Some scholars highly praised the students’ occupation of the Legislative Yuan, viewing it as a rejection of representative politics. But this interpretation ignores the fact that representative politics can easily tolerate such low-level symbolic rejections. Parliament was never paralyzed. In fact, one could argue that the occupation actually reinforced the legitimacy of Taiwan’s representative system. Moreover, the more the students tried to distinguish themselves from mainstream parties (particularly the Democratic Progressive Party and KMT legislative speaker Wang Jin-pyng), the more entangled they became. From then until now, the students have never displayed a truly independent posture from the mainstream political parties; on the contrary, they often functioned as a supplement to those parties.[12] A similar logic applies to the students’ stance on violence. From the March 18 Legislative Yuan occupation to the September 28 Occupy Central protests in Hong Kong, students have consistently championed “nonviolence.” But “nonviolence” in these contexts is actually a coded call for violence—whether state violence or counterviolence against the state. The closer one’s essence is to something, the more insistently one must draw a line to separate oneself from it. This is the shared logic from 3/18 to 9/28.

From 3/18 in Taiwan to 9/28 in Hong Kong, neither movement succeeded in mobilizing the working class. But the terrain of class struggle in each locale remains significantly different.

  1. First, regarding the “left”: In Taiwan, the intensification of economic crisis has sharpened social contradictions, so many student movements—including the anti-CSSTA protests—have been eager to label themselves as “leftist.” In other words, the weakness of Taiwan’s socialist movement has created a situation in which even nativists whose ideas border on fascism can appropriate the “leftist” label. This phenomenon stands in stark contrast to Hong Kong, where localists have been bold in attacking “left plastic” (zuo jiao)—even if these so-called “leftists” were not genuine leftists.
  2. Second, regarding counter-movements: In Taiwan, the anti-CSSTA protests generated a climate of near-total ideological conformity, leaving almost no room for dissent. Even those with opposing views mostly acquiesced to the dominant discourse through silence. In Hong Kong, by contrast, a counter–Occupy Central movement emerged in the streets. No matter how mainstream media smeared these anti-Occupy protesters as gangsters or police lackeys, their presence revealed a level of mass power that simply does not exist in Taiwan. Without a doubt, this force responded with its own violence to the space Occupy Central had long reserved for violence, thereby reinforcing the movement’s self-fashioned legitimacy. Yet if we abandon any effort to positively assess and understand this kind of mass force, we will be poorly equipped to grasp the future trajectory and possibilities of mass movements in Hong Kong.

III. National Reunification and Economic Integration — A Concluding Note

South Korean Marxist economist Park Hyun Chae (朴玄埰) once articulated his vision of an ideal “autonomous national economy” in the context of debates over Korean capitalism. He proposed four key elements:

  1. The autonomous establishment of the conditions for reproduction of the national economy;
  2. The formation of a self-sufficient, self-regulating mechanism of reproduction;
  3. The institutionalization of a mechanism whereby the fruits of economic growth are distributed among the people and the nation;
  4. The unification of the national economy (kukmin gyeongje) and the ethnic or national economy (minjok gyeongje) [13].

—Among these, the fourth point is particularly noteworthy: Park’s distinction between a national economy and a national/ethnic economy. His proposal was that national capital should control the key conditions of a country’s economic reproduction, excluding foreign capital from dominating the national economy, and preventing the outflow of economic surplus. Instead, surplus should circulate internally within the members of the same ethnic nation. In this way, North and South Korea could form a mutually complementary, autonomous, and self-contained reproductive economic unit, rendering the opposition between the two national economies gradually meaningless.

In Taiwan, the figure with the most similar views to Park Hyun Chae was Chen Yingzhen, who advocated for the formation of a cross-strait ethnic/national reproduction zone. However, strictly speaking, Chen’s theory of ethnic reproduction may not have been directly influenced by the Korean debates on capitalism.

(1) Chen Yingzhen did not distinguish between a national economy and an ethnic economy. His vision of forming a pan-national economic zone across the Taiwan Strait was entirely a counter-conception derived from Taiwan’s dependency on the U.S.-Japan economic bloc. In other words, if Taiwan could be economically dependent on the U.S. and Japan, then it could certainly “return” to the economic orbit of the motherland.

(2) Chen rarely discussed how a division of labor internal to the ethnic nation might be structured across the strait. For him, as long as cross-strait economic exchange continued, a national economic zone could be formed. But as discussed earlier in this paper: to this day, Taiwan’s condition for engaging in trade with the mainland has always been the prevention of any genuinely reciprocal or mutually beneficial integration. Nearly thirty years of “concessionary logic” have only demonstrated that even if both sides of the strait belong to the same ethnic nation, a functional national economic zone still cannot be formed.

The prospects for Taiwan’s social transformation may well lie within the possibility of genuine economic integration across the strait. For Taiwanese socialists, it is thus an urgent task to confront head-on the structural rupture created by the Cold War and civil war, to break out of the theoretical trap that equates “trade = free trade = neoliberalism,” and to reclaim interpretive authority over regional economic integration. Inevitably, this task will continue to revolve around a renewed round of debate on the nature of contemporary Chinese society—centered on the theses of “socialism encountered setbacks” versus “socialism not yet realized.” Judging from the reverberations of the recent anti-CSSTA protests across the Taiwan Strait, it is clear that the current theoretical capacity of the left on both sides remains insufficient to support a full-fledged debate on the nature of Chinese society today. The anti-CSSTA movement, which sought to preserve Taiwan’s current status, has already shown through its own contradictions just how unstable the “status quo” truly is. The situation is pressing. All those around the world who care about how divided nations might achieve national reunification should actively engage with this issue. History is once again preparing to reorganize our ranks.


[1] Sun Liji, “He Deserves the Suffering He Endured—A Profile of Taiwan’s Prominent Reunificationist Chen Mingzhong,” People’s Daily, January 15, 2015, p. 19.

[2] He Qing [Hsu Teng-yuan], Modern Dialectics: A New Interpretation of Capital (Taipei: Weixiu Publishing, 2007), p. 229.

[3] Mao Zedong: “At the 1962 7,000 Cadres Conference, I said: ‘The struggle between Marxism-Leninism and revisionism has yet to be decided; it is entirely possible that revisionism may win and we may lose. Acknowledging the possibility of failure is helpful in raising our vigilance against revisionism, which is beneficial for anti-revisionist struggle…’ In reality, the two-line struggle between two classes within the Communist Party has always existed and cannot be denied by anyone.” See: Mao Zedong, “Talk with the Albanian Military Delegation” (May 1967), in Long Live Mao Zedong Thought (1961–1968), p. 311. For further discussion on Mao’s notion of “possible defeat” in relation to the linear view of historical evolution, see Luo Gang’s response to Italian scholar Russo: Luo Gang, The People Above All: From ‘People as Masters of the Country’ to ‘Common Prosperity’ (Shanghai: Shanghai People’s Publishing House, 2012), pp. 159–160.

[4] For a brief discussion, see: Xue Hanwei, “Key Debates on the Notions of Intermediate Transition, Small Transition, and Great Transition,” Scientific Socialism, no. 5 (1987).

[5] The fate of “socialist political economy” after 1949 illustrates the coexistence of the “great transition” and “small transition” theses. Like in the Soviet Union, China’s socialist political economy enumerated the “basic economic laws” following the conclusion of the small transition period, emphasizing their superiority and irreversibility. Yet at the same time, there was no settled definition of what constituted the “socialist mode of production.” In Xu Dixin’s Dictionary of Political Economy, for example, the term is explained only through references to other entries. This reflects how socialism, under the lens of the great transition thesis, resists schematization. Hsu Teng-yuan’s claim that “socialism is not a system” also expresses this logic. Mao Zedong’s decision to rename the “Socialist Cultural Revolution” to the “Proletarian Cultural Revolution” reflected his awareness of socialism’s conceptual ambiguity. More broadly, Mao’s critique of Liu Shaoqi’s efforts to “consolidate the New Democratic economic order,” and his skepticism toward constitutionalism (arguing that socialist transition could not proceed strictly according to the constitution), can all be understood as manifestations of the great transition thesis.

[6] The “primary stage of socialism” thesis also implies a kind of irreversibility once socialism is achieved—aligning it with the same logic that affirms the superiority of the “socialist mode of production.”

[7] Chen Mingzhong, The Road to Socialism in China (Taipei: Renjian Publishing, 2011).

[8] Some may argue that a true “island-based transformation thesis” does exist. But to what extent do these versions differ from the existing Blue-Green (KMT–DPP) political framework?

[9] See: “Directive of the Central Committee of the Communist Party of China on the Policy for Work in Tibet” (April 21, 1961), and “Directive of the Central Committee on the Question of Socialist Transformation in Tibet” (December 8, 1970).

[10] However, this peace mechanism does not constrain the PRC. Taiwanese capital investment in China has not played a decisive role in the mainland’s economic development. Over the past three decades, China’s economic growth has mainly relied on domestic investment. Therefore, the mainland still retains the full capacity to regard “armed liberation” as the final solution to the Taiwan issue.

[11] Throughout the anti-CSSTA movement, the leadership transformed it into a “movement against the trade pact that was not really against the trade pact,” shifting its main demand toward “procedural justice” rather than opposition to the agreement itself. As for some so-called “leftists” who merely functioned as appendages to the leadership, they initially called for “opposing free trade through opposition to the CSSTA,” but later used abstract condemnations of “free trade” to avoid concretely addressing the CSSTA. In short, both the leadership and these “tail-leftists” evaded substantive discussion of the agreement.

[12] What stood out most during the entire anti-CSSTA movement was not the March 18 occupation of the Legislative Yuan, but rather the March 23 storming of the Executive Yuan. By March 23, the Legislative Yuan occupation had already lost momentum, but the surprise action at the Executive Yuan reversed the decline and disrupted the mainstream parties’ political calculations.

[13] Park Hyun Chae, “The Direction of an Autonomous National Economy as a Theory of Reunification,” in Kenkichi Honda (ed.), The Debate on Korean Capitalism (Tokyo: Sekai Shoin, 1990), pp. 132–133.

最起碼的「近代」──《風起》觀後感(邱士杰)

雖然電影並未結束在歡笑聲中,我卻是在從未停止的笑聲中看完這部電影的。

宮崎駿的《風起》(風立ちぬ)還沒上映就已造成轟動。一方面,宮崎宣稱這是他告別長篇動畫的最後作品;另一方面,宮崎同一時間發表的反對修改和平憲法的言論,也讓這部電影和現實政治產生了聯繫。對於台灣人而言,大概只對第一個方面感到興趣吧。因此,不難想像,大概是有這樣多的觀眾,懷抱著如同觀賞《龍貓》或者《天空之城》這樣的心情來電影院的。於是,當整部電影只剩下虛構但詼諧的人物「黑川」(男主角堀越二郎的上司),所有希望看到笑點的觀眾便不斷隨著那唯一包含著笑點的人物而發笑(而且還有點強迫地要左右臨眾一起笑)。──我實在不能掩飾我的不耐。 繼續閱讀