<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Following the Yuan]]></title><description><![CDATA[Get on-the-ground 'color' in China beyond the earnings calls and market reports. ]]></description><link>https://www.chineseconsumers.news</link><image><url>https://substackcdn.com/image/fetch/$s_!PBkC!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6e7fbade-48c3-406f-b2d6-6870cd28b989_734x734.png</url><title>Following the Yuan</title><link>https://www.chineseconsumers.news</link></image><generator>Substack</generator><lastBuildDate>Mon, 08 Jun 2026 00:02:41 GMT</lastBuildDate><atom:link href="https://www.chineseconsumers.news/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Yaling Jiang]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[chineseconsumers@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[chineseconsumers@substack.com]]></itunes:email><itunes:name><![CDATA[Yaling Jiang]]></itunes:name></itunes:owner><itunes:author><![CDATA[Yaling Jiang]]></itunes:author><googleplay:owner><![CDATA[chineseconsumers@substack.com]]></googleplay:owner><googleplay:email><![CDATA[chineseconsumers@substack.com]]></googleplay:email><googleplay:author><![CDATA[Yaling Jiang]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Is Lying Flat a Foreign Plot? 🛌 | Following the Yuan]]></title><description><![CDATA[A recently published piece from China's Ministry of State Security revived the conversations and debates about 'lying flat' among the youth.]]></description><link>https://www.chineseconsumers.news/p/china-lying-flat-foreign-plot-following</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/china-lying-flat-foreign-plot-following</guid><dc:creator><![CDATA[Rongrong Zhuge]]></dc:creator><pubDate>Thu, 21 May 2026 13:50:52 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/9f311c0f-2210-4a36-ac52-6b43679caf28_1050x721.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>Editor&#8217;s note from Yaling:</em> I&#8217;ve been working with Rongrong since we met at Sixth Tone. Born and raised in China, she earned her Bachelor&#8217;s degree there in 2022, before China reopened its borders due to COVID. In this piece, she observes what &#8216;lying flat/<em>tangping&#8217; </em>means for her generation after the concept was elevated to a national security issue.</p><div><hr></div><p>I moved to Tokyo for grad school after 2022 and now work as a freelance writer and designer. Over the last few years, I&#8217;ve watched friends and acquaintances back home get caught between &#8220;trying harder&#8221; and &#8220;lying flat&#8221; amid an increasingly competitive job market, even as opportunities have shrunk. </p><p>The last time I visited a friend in a new first-tier city, she was busy preparing for the <em>guokao</em> (&#22269;&#32771;), China&#8217;s national civil service exam.</p><p>When I asked why, she said it was her parents&#8217; wish. Like many Chinese parents, they believed that  a stable job was the only real job. She had been dead set against it at first.</p><p>After she started her first tiresome full-time job, she gradually realized she&#8217;d rather be a civil servant to lie flat (<em>tangping</em>, &#36538;&#24179;). After all, it comes with fixed hours and generous benefits for the rest of her life.</p><p>In order to lie flat <em>later</em>, she decides to do the exact opposite now:</p><p>She wakes up at 7 every morning, grabs some bread, and rushes off to her day job at a private company. After a full day of work, she returns home and studies for the exam, memorizing dense political terminology, prepping for interviews, drilling past questions compiled by other test-takers online. She is often too anxious to fall asleep at night. </p><p>She hadn&#8217;t even worked this hard for the <em>gaokao </em>(&#39640;&#32771;), China&#8217;s notoriously competitive college entrance exam. &#8216;Was it really worth pouring in this much effort, this much energy?&#8217; I wanted to ask but didn&#8217;t dare to. I wished her the best.</p><p>On April 28, China&#8217;s Ministry of State Security published <a href="https://mp.weixin.qq.com/s/zM-9hReTjftuWQGKiCUIIA">an article</a> claiming that &#8220;lying flat&#8221; is being stoked by hostile foreign forces:</p><blockquote><p>Numerous cases suggest that anti-China hostile forces, under the banner of &#8220;lying flat,&#8221; are actively attempting to erode the thinking of Chinese youth.</p></blockquote><p>I wonder how my friend would react to it. If her goal is to lie flat inside the civil service system, does that make her &#8220;a victim of foreign subversion,&#8221; or its most dedicated opponent?</p><p>What follows is my attempt to think through that question: where this word came from, who has been fighting over what it means, what young people are actually doing, and how ordinary people responded when the state security apparatus tried to claim that their exhaustion was, in fact, a foreign plot?</p>
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   ]]></content:encoded></item><item><title><![CDATA[#75: Devil Wears Prada II underperforms, Xinhua enters GEO, Labubu fridge goes viral, Samsung exits China | Following the Yuan ]]></title><description><![CDATA[Is the backlash against Miu Miu and Saint Laurent fair?]]></description><link>https://www.chineseconsumers.news/p/china-devil-wears-prada-ii-underperforms</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/china-devil-wears-prada-ii-underperforms</guid><pubDate>Thu, 14 May 2026 09:24:20 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!eHO2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2997f040-d961-4302-ac67-d5c88dc05035_1280x853.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Brands mentioned in this issue: Mengniu, Miu Miu, Saint Laurent, Pop Mart, Samsung, Xinhua, Deepseek, Nordisk, NNormal, Nanamica, Mammut</p><p>&#128202; BIG STAT</p><p><strong>China&#8217;s May Day travel numbers grow, but per-capita spending quietly slips // </strong>China&#8217;s Ministry of Culture and Tourism <a href="https://www.google.com/url?q=https://www.mct.gov.cn/whzx/whyw/202605/t20260506_965708.htm&amp;sa=D&amp;source=editors&amp;ust=1778742535998121&amp;usg=AOvVaw12j2IL4l6lwlOGy70AeGJe">reported</a> 325 million domestic trips during the May Day holiday, up 3.6% year-on-year, with&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[When crowds are back but money doesn’t follow 🤔| Following the Yuan ]]></title><description><![CDATA[Has China's consumption gone back to 'normal'?]]></description><link>https://www.chineseconsumers.news/p/high-volume-low-spend</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/high-volume-low-spend</guid><dc:creator><![CDATA[Following the Yuan]]></dc:creator><pubDate>Thu, 30 Apr 2026 16:04:39 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/0961547c-55e6-4906-bdcd-ea4fb1b42f80_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hi it&#8217;s Yaling, </p><p>Since China reopened in late 2022 after COVID, I&#8217;ve been asked and been asking people this question: </p><p>Is the Chinese economy really that bad? </p><p>I remember discussing multiple phenomena from consumers seeking cheaper replacements, to white collar professionals swarming to cheap lunch deals, to special forces tourism &#8212; all can be wrapped up under the umbrella of consumption downgrade. Since 2024, it has become increasingly clear that downgrading one&#8217;s options is not just a vibe, but represents something more structural.</p><p>At this turning point, what you see may seem contradictory to one another. </p><p>If you reside outside of China, have made trips back after COVID, and feel relieved after seeing that the shopping streets and malls are filled with people, you might feel like China has gone back to how you remember it.</p><p>But what you may not realize is that things have fundamentally changed. Traffic may no longer be directly correlated with value. </p><p>In the consumption downgrade era, brands and manufacturers have also downgraded &#8212; they&#8217;ve lowered their quality or switched to cheaper alternatives, they have cut marketing budget or use a combination of AI and freelancers to produce campaigns &#8212; that&#8217;s how they can stay competitive in the price war.  </p><p>We are seeing this phenomenon across different industries. Since the Labor Day holiday is around the corner, let&#8217;s use travel as an example:</p>
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   ]]></content:encoded></item><item><title><![CDATA[Navigating mainland China's regional archetypes | Following the Yuan]]></title><description><![CDATA[Chinese people have taken genuine pleasure in learning about and debating regional archetypes and stereotypes. Here are 6 of them.]]></description><link>https://www.chineseconsumers.news/p/mainland-china-archetypes</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/mainland-china-archetypes</guid><pubDate>Fri, 24 Apr 2026 07:39:46 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!KGpt!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7c19316a-74ae-4ab4-aefb-a6e3c72686b9_1200x1200.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>Text &amp; design:</em> <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Rongrong Zhuge&quot;,&quot;id&quot;:90058538,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/1021e803-f052-4456-8515-22a5b17bcad8_1706x1278.jpeg&quot;,&quot;uuid&quot;:&quot;96f54e8c-99f4-4c1e-82db-02bc1442bb54&quot;}" data-component-name="MentionToDOM"></span> </p><p><em>Editor:</em> <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Yaling Jiang&quot;,&quot;id&quot;:37186412,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!dV_Q!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1271277b-8fff-43b9-9ab0-77f560a0452a_596x596.png&quot;,&quot;uuid&quot;:&quot;586f8fa3-63cc-4415-b667-727c8ecce510&quot;}" data-component-name="MentionToDOM"></span> </p><p>Editor&#8217;s notes: What&#8217;s the point of archetypes and stereotypes? I believe they are essential to our understanding of different human conditions and how environments shape individuals. Within China, the difference is that an archetype is a recognized character type, and stereotypes form later in people&#8217;s minds when the archetype &#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[#74: AI short drama, Patagonia’s “earth tax” backlash, “drink-for-you” on demand, Lay's potato resto 🥔 | Following the Yuan]]></title><description><![CDATA[Brands mentioned in this issue: Master Kong, BOSS Zhipin, Meituan, MUSINSA, Didi, Tencent, Lay&#8217;s, RedNote, Foxconn, Apple, Patagonia, ZXMOTO.]]></description><link>https://www.chineseconsumers.news/p/ai-short-drama-patagonia</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/ai-short-drama-patagonia</guid><dc:creator><![CDATA[Rongrong Zhuge]]></dc:creator><pubDate>Thu, 16 Apr 2026 14:14:40 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!M9IQ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1cc51701-0cf9-4154-aab0-99f294cba468_1687x1125.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Brands mentioned in this issue: Master Kong, BOSS Zhipin, Meituan, MUSINSA, Didi, Tencent, Lay&#8217;s, RedNote, Foxconn, Apple, Patagonia, ZXMOTO.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.chineseconsumers.news/?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share Following the Yuan&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.chineseconsumers.news/?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share Following the Yuan</span></a></p><p>&#128202; BIG STAT</p><p><strong>Chinese consumers are eating more instant noodles, not for the reason you think</strong> // Over half of Chinese consumers increased their instant noodle intake over the past year, with <a href="https://mp.weixin.qq.com/s/yqyVl-IxlQJPP7xK6bVVXg">more than 40%</a> saying they &#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[How China found joy in being “cheap” | Following the Yuan]]></title><description><![CDATA[When being economical becomes a competition.]]></description><link>https://www.chineseconsumers.news/p/how-china-found-joy-in-being-cheap</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/how-china-found-joy-in-being-cheap</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Sun, 29 Mar 2026 17:04:38 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Agsn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90f1d00a-06c4-410e-b65b-295aaa5ad5d3_923x629.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>What does vegetarian street food and a black puffer have in common? </p><p>They have both become the sources of entertainment for Chinese consumers with shrinking wallets in 2026.</p><p>About two weeks ago, Xi&#8217;an hosted a <em>Caijiamo</em> competition (as opposed to <em><a href="https://www.youtube.com/shorts/cTVoI6u0xEI">Roujiamo</a></em> with meat, it&#8217;s vegetables), where contestants were given a Shaanxi-style crispy flatbread and were as&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[Consumer news digest: March 15 Consumer Rights Gala highlights AI safety, Pop Mart sues 3D printer, Disney's new local rivals | Following the Yuan ]]></title><description><![CDATA[Mentioned brands, companies and institutions are: Pop Mart, Bambu Lab, Papergames, Centurium Capital, Blue Bottle, Chagee, Alibaba, Formula 1, Tencent, OpenClaw, Nike ACF, Disney.]]></description><link>https://www.chineseconsumers.news/p/consumer-news-digest-march-2026</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/consumer-news-digest-march-2026</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Mon, 16 Mar 2026 12:21:52 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!jRRt!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff3f9161e-0ae4-4fe6-a220-81212582e653_800x655.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Apologies for the late late post! I'm in the middle of an immigrant&#8217;s existential crisis, aka visa hell. After having gone through the US immigration system, I have to say the bureaucracy in the UK system is more astonishing. &#129327;</p><p>Yesterday was the annual March 15 Consumer Rights Gala. Again, as in the last few years, the issues exposed stop being hard-hit&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[What are premium Chinese brands doing for Spring Festival 2026? 🧨 | Following the Yuan]]></title><description><![CDATA[Since the rise of &#8216;guochao&#8217; movement, domestic brands have increasingly taken over the centerstage in consumer aspirations, which also make them role models for Western brands.]]></description><link>https://www.chineseconsumers.news/p/what-are-premium-chinese-brands-doing</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/what-are-premium-chinese-brands-doing</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Sat, 21 Feb 2026 13:39:47 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!NsHv!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F09fb5bd5-122e-4522-8905-970f4fcb2b04_1546x1174.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>For the last three years, we have been showcasing what Western brands are doing in China for their Spring Festival campaigns. (<a href="https://www.chineseconsumers.news/p/an-faq-on-chinese-new-year-fashion">2023</a>, <a href="https://www.chineseconsumers.news/p/chinese-new-year-2024-campaigns?utm_source=publication-search">2024</a>, <a href="https://www.chineseconsumers.news/p/loewe-arcteryx-miu-miu-2025-cny?utm_source=publication-search">2025</a>)</p><p>However, since the rise of &#8216;guochao&#8217;/New Chinese Style movement, domestic brands have increasingly taken over the centerstage in consumer aspirations, which make them role models for Western brands in connecting&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[🐎 Consumer news digest (CNY edition): from Spring Festival Gala to AI red envelopes | Following the Yuan ]]></title><description><![CDATA[The brands/companies we mentioned in this issue are: Gaggle studios, Kingsoft Shiyou]]></description><link>https://www.chineseconsumers.news/p/consumer-news-digest-cny-edition</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/consumer-news-digest-cny-edition</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Wed, 18 Feb 2026 18:28:51 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/01c66c7a-4602-44e5-a7b2-39db54023ee8_480x268.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>For at least a decade now, Chinese people have complained about the Spring Festival gala that&#8217;s supposed to be the biggest entertainment show of the year and used to go hand in hand with the most important meal of the year. That has changed dramatically, and audience aren&#8217;t the only party to be blamed. </p><p>The occasion of Spring Festival gala &#8212; which also includes local versions at provincial TV stations &#8212; doesn&#8217;t attract much good will these days, but it remains a premium opportunity for celebrities and brands to make an appearence. Above all, of course, the one hosted by China Media Group (CMG) trumps all. </p><p>Over the last week, you could see waves of celebrities posting their behind-the-scenes content of being on such galas on social media. They may just be happy and honored to be invited, of course. </p><p>However, in<a href="https://www.chineseconsumers.news/p/being-canceled-cancel-culture-china?utm_source=publication-search"> the age of cancel culture</a>, in which the driving force is the government rather the market in China, it also sends signals to their potential employers: LOOK! I have the stamp of approval from the government; it&#8217;s safe to hire me.</p><p>Also on the stage were made-in-China humanoid robots. <a href="https://www.unitree.com/">Unitree</a>, <a href="https://noetixrobotics.com">Noetix Robotics</a>, <a href="http://www.galbot.com/b">Galbot</a>, and <a href="https://www.magiclab.top/en/">Magic Lab</a> each paid RMB 100 million to be on stage ahead of the industry&#8217;s IPO craze, according to financial publication <em>Caijing</em>.</p><p>So, what&#8217;s the role of CMG Spring Festival gala here? A billboard, a business broker, an AI bubble enabler? For now, it seems to be all of the above. </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!EC7M!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!EC7M!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic 424w, https://substackcdn.com/image/fetch/$s_!EC7M!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic 848w, https://substackcdn.com/image/fetch/$s_!EC7M!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic 1272w, https://substackcdn.com/image/fetch/$s_!EC7M!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!EC7M!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic" width="640" height="356" 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srcset="https://substackcdn.com/image/fetch/$s_!EC7M!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic 424w, https://substackcdn.com/image/fetch/$s_!EC7M!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic 848w, https://substackcdn.com/image/fetch/$s_!EC7M!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic 1272w, https://substackcdn.com/image/fetch/$s_!EC7M!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5335d874-8d4f-4b37-8b43-52c873c4f062_640x356.heic 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The brands/companies we mentioned in this issue are: Kingsoft Shiyou, Zegna Group, Pop Mart, Mingming Henmang, Eastroc Beverage, Pangdonglai, Walmart, RedNote, Tencent, Baidu, Alibaba, ByteDance, Seedance 2.0, BOSS Zhipin, Anta, Alo Yoga, Mixue. </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.chineseconsumers.news/?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share Following the Yuan&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.chineseconsumers.news/?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share Following the Yuan</span></a></p>
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   ]]></content:encoded></item><item><title><![CDATA[America’s perceived downfall activated China’s soft power, what now? | Following the Yuan]]></title><description><![CDATA[adjusted from my panel speech at LSE's China Development Forum]]></description><link>https://www.chineseconsumers.news/p/china-soft-power</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/china-soft-power</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Fri, 13 Feb 2026 14:49:45 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/36e93244-24a9-4b0e-a690-52a0cdd8b89c_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>My name is Yaling, a native Chinese researcher and strategist who moved to London two years ago.</p><p>My work is very much focused on China &#8212; I do financial and business research, as well as trend analysis of the Chinese market. Additionally, I run a nonprofit called <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;People's Square&quot;,&quot;id&quot;:316310579,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/533d4958-771b-47c0-af1b-6588ba090201_500x500.png&quot;,&quot;uuid&quot;:&quot;5324ff3b-acc7-4c45-a0de-37a4df91c32f&quot;}" data-component-name="MentionToDOM"></span> that organizes and amplifies China events in the UK with a co-founder and volunteers. So, th&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[🗣️ Dialect renaissance: 10 Chinese dialect influencers to watch | Following the Yuan ]]></title><description><![CDATA[Once upon a time, speaking Mandarin with an accent in China was looked down upon. That is not the case anymore (at least with these influencers).]]></description><link>https://www.chineseconsumers.news/p/chinese-dialect-influencers</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/chinese-dialect-influencers</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Thu, 05 Feb 2026 17:32:49 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!gMps!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F143751b4-99ea-47f1-b352-7b64b3b2d52a_1270x1125.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Once upon a time, speaking Mandarin with an accent in China was considered uneducated and was looked down upon. However, in the last few years, influencers who speak in their dialects have surged in popularity. How did we get here? </p><p>The rise of dialect influencers is a clear expression of China&#8217;s inward-looking cultural momentum that intensified during a&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[🍼 China's birthrate crisis and the business of single women's fertility | Following the Yuan ]]></title><description><![CDATA[On the missing piece in China's birthrate narrative]]></description><link>https://www.chineseconsumers.news/p/chinas-birthrate-crisis-single-women</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/chinas-birthrate-crisis-single-women</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Thu, 29 Jan 2026 12:41:34 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/b15d9452-abf8-458c-bfb8-6abd0866a1f7_1536x864.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>I was pregnant. </p><p>The day I took the test, I was in a northern Chinese city for a friend&#8217;s wedding and had been paranoid about a late period for days. I felt like I could see signs everywhere &#8212; from watching Leah Dou as a pregnant teenager in <em>The Eleventh Chapter</em>, to meeting Songzi Niangniang, the fertility goddess, once I entered a temple in Pingyao. I knew I had to do something to ease my rattled mind. </p><p>I got back to the hotel late at night and decided to order a pregnancy test from Meituan, which arrived in discreet packaging. I was somehow relieved when the Clearblue test showed a positive sign, and was soon awash by a wave of heaviness: I&#8217;m a mom now?</p><p>That continued to sit heavily on my brain, and became something I had to remind myself every morning for the week after as I caressed my belly.</p><p>I thought about a conversation I had recently with my mom about her abortion, specifically, about her having to cease her pregnancy after having me in early 1990s. </p><p>Under the One-Child Policy, which officially encouraged people to have one child, local party officials were eager to enforce much stricter guidelines with it being a core part of their KPI*. In my city in Jiangsu province, that meant all the relatives were mobilized to talk sense into them and my parents would be let go from their jobs. My mom, a teacher then, eventually went to a maternal and child health hospital to take some pills.</p><p>But her health wasn&#8217;t protected. Her post-abortion bleeding became non-stop after being sent home. She passed out after losing several basins&#8217; worth of blood, and was sent back to the hospital. When she was lying in the hospital bed, she felt her soul leave her body, and she told me that she could see my grandma holding me from above.</p><p>Yet when I told her about my pregnancy, she smiled, and said I should keep it. </p><div><hr></div><p><strong>1, 2, 3: policy levers around fertility</strong> </p><p>Beijing scraped the One-Child Policy in 2015 after a significant drop in birth rate from 13.83 to 11.99 per thousand. And the forthcoming Two-Child Policy brought a short-term boost before losing momentum to a long-winded and sure decline. </p><p>While being on the downward path, Beijing further relaxed the rules to Three-Child Policy in 2021, with a lukewarm reaction apart from a non-correlated bump from the Year of Dragon in 2024, an auspicious year to have babies. </p><p>Registered births in 2025 dropped to 7.92 million, down 17% from 9.54 million in 2024, and the lowest since records began in 1949, the National Bureau of Statistics <a href="https://www.stats.gov.cn/sj/sjjd/202601/t20260119_1962338.html">reported</a> in January. </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!nYg9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!nYg9!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png 424w, https://substackcdn.com/image/fetch/$s_!nYg9!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png 848w, https://substackcdn.com/image/fetch/$s_!nYg9!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png 1272w, https://substackcdn.com/image/fetch/$s_!nYg9!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!nYg9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png" width="791" height="524" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:524,&quot;width&quot;:791,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:55803,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.chineseconsumers.news/i/185722164?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!nYg9!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png 424w, https://substackcdn.com/image/fetch/$s_!nYg9!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png 848w, https://substackcdn.com/image/fetch/$s_!nYg9!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png 1272w, https://substackcdn.com/image/fetch/$s_!nYg9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3fb8334e-c933-4265-a9ba-ef42ca9b9b42_791x524.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Image via <a href="https://www.theguardian.com/world/2026/jan/19/china-population-falls-again-birthrate-record-low">Guardian</a>.</figcaption></figure></div><p>Last July, Beijing announced the very first 3,600 yuan/year birth subsidies, payments that will be available to all families with children under the age of 3 who are born or legally adopted. Parents can apply for it through a mini-program as of late August, 2025, or apply offline at the township government or subdistrict office.</p><p>It&#8217;s too early to call this subsidy a failure, after all, policy is just one variable of people&#8217;s family planning decisions. </p><p>In a webinar I organized about this specific issue then, I listed four main driving factors behind childbirth: </p><ul><li><p>Individual factor</p></li><li><p>Economic factor</p></li><li><p>Social/Cultural factor</p></li><li><p>Political factor</p></li></ul><p>When I look at the list again today, and the chart I put into my Keynote from a 2025 Peking University paper* below, it feels personal &#8212; I&#8217;m excluded in the social category as a single woman. </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!2iZO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!2iZO!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png 424w, https://substackcdn.com/image/fetch/$s_!2iZO!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png 848w, https://substackcdn.com/image/fetch/$s_!2iZO!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png 1272w, https://substackcdn.com/image/fetch/$s_!2iZO!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!2iZO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png" width="1456" height="700" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:700,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:212333,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.chineseconsumers.news/i/185722164?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!2iZO!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png 424w, https://substackcdn.com/image/fetch/$s_!2iZO!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png 848w, https://substackcdn.com/image/fetch/$s_!2iZO!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png 1272w, https://substackcdn.com/image/fetch/$s_!2iZO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F099ddf00-a28f-4283-a822-c106325b847f_2428x1168.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">A Demographic Analytical Framework for China&#8217;s Persistently Low Fertility Rate, Li Jianxin, Sheng He (2025)</figcaption></figure></div><div><hr></div><p><strong>The case around being single and female</strong></p><p>In either domestic or Western media, middle class Chinese women are often portrayed as this fussy, overeducated, high-demand group who think they are too good for their male counterparts. </p><p>Women around the world complain about dating. In reality, my experience of living and dating in Shanghai for eight years altogether had been much more tougher than my years in London and New York City. China&#8217;s dichotomy of a patriarchal social structure and rising female consciousness presents a unique challenge, which results in a widely reported imbalance of undateable rural men and urban women, and those in between. </p><p>Educated women in big cities lack their equals, which isn&#8217;t just about finance and CVs, but about values. They struggle to fit themselves into the outdated patriarchal expectations of being domestic, docile and unambitious, this is often the case when they meet the wrong person. </p><p>Most often, they won&#8217;t even know where to meet that person. In Shanghai, the city that I&#8217;m most familiar with &#8212; its lifestyle attracts women from all over China, and the city center is full of FMCG, marketing, and advertising jobs that conventionally skew towards women, whereas suburban areas like Fengxian and Zhangjiang have a much larger male population, being Shanghai&#8217;s EV and tech hubs. </p><p>Sister Jing, a professional matchmaker with 500,000 followers across different platforms, <a href="https://www.xiaoyuzhoufm.com/episode/693d14cb2a383da167ddd2c7">told</a> podcast <em>The Ugly Truth</em> last month that the perceived eligible male to female ratio in China&#8217;s first-tier cities is 1:7. I can testify to the environment that courages &#38604;&#31454; (female intrasexual competition), and although the &#8220;<a href="https://www.youtube.com/watch?v=irfd74z52Cw">leftover women</a>&#8221; narrative has been scrapped in the media in recent years, it still stands true that in China, women&#8217;s desirability is closely linked to age.</p><p>A widely cited statistics show that the number of unmarried women aged 30 and above has surpassed 42 million, and in first-tier cities, more than 35% of women aged 30&#8211;39 are unmarried. Some of these women, like me, also want to freeze their eggs; I know of people who have done it in the U.S., Malaysia, Thailand, Greece, costing from tens of thousands to hundreds of thousands of yuan.</p><p><a href="https://mp.weixin.qq.com/s/9TzCfUCRQI1YrFxXooEwXg">According to</a> iResearch, China&#8217;s assisted reproductive technology (ART) market is expected to grow to 48.4 billion yuan in 2026. The market mainly serves infertile, married couples. Data released by the National Health Commission and the China Population Association show that in 2021, the penetration rate of assisted reproduction in China was 8.2%, which was relatively low comparing to over 30% in the U.S. The room for growth is substantial.</p><div><hr></div><p><strong>The fertility funnel</strong> </p><p>I already made up my mind before the test &#8212; the person involved and I had already broke up, I knew he wouldn&#8217;t be a reliable father, and my foreseeable future was full of changes &#8212; this was <em>not</em> the right time. </p><p>In China, the phrase &#21435;&#29238;&#30041;&#23376; (remove the father and keep the child) has started to be twirled around in conversations as rising female independence becomes a symbol of power and control. However, when I put things into perspective &#8212; it&#8217;s not that easy to consciously eliminate the presence of a father from the child before they are born, nor is it easy to decide whether I&#8217;m financially and emotionally capable of becoming a single mom. </p><p>In an online response about this question, Fudan University associate professor Shen Yifei <a href="http://xhslink.com/o/1vkQCS4a0T8">expressed</a> her opposition to the rhetoric, as it diminishes the separate societal roles within a family: one doesn&#8217;t need to have a father, but a child must grow up with socialized child-rearing (training children to adopt societal norms) and physiological child-rearing (focuses on a child's neurobiological regulation), which can hardly be done by one person. </p><p>For women living in largest cities Beijing and Shanghai, like I was before moving to London in the summer of 2024, we lose 580 thousand yuan and six to seven years of working life expectancy to bearing and rearing one child, according to the 2020 paper* &#8220;How Large is the Motherhood Penalty in Urban China?&#8221; by Liu Jinju, an associate professor at the School of Public Administration at Beijing City University.</p><p>I suppose those were the individual and economic factors I&#8217;ve considered. In terms of social/cultural factors and political ones &#8212; they are having less effect on me after I left China.</p><p>On the surface, Beijing forbids workplace discrimination against women; in reality, it is common for women to get routinely questions during job interviews about their family planning as maternity leave is usually seen as a company&#8217;s loss. At around 30, the supposed age where they consider settling down, they also have to face a barrier known as &#8220;<a href="https://edition.cnn.com/2023/08/26/china/35-curse-unemployment-discrimination-intl-hnk">the curse of 35</a>.&#8221; </p><p>Another change in culture, which may be owing to the rise of female-centric apps such as Rednote, is that more young women step forward to share the physical and psychological harms of giving birth.</p><p>Political reasons play a big part in my decision to leave. That includes my personal safety as an ex-journalist and a researcher, with fear triggered by tangential events and incidents involving acquaintances; that also includes the negligence Beijing shows to women&#8217;s safety issues (e.g. <a href="https://www.reuters.com/business/media-telecom/outrage-china-after-reports-exploitative-images-chinese-women-shared-telegram-2025-07-29/">everyday</a> <a href="https://www.sixthtone.com/news/1017409">voyeurism</a>, <a href="https://nomorechained.substack.com/p/ef1">human trafficking</a> of adult women, etc.). </p><p>In the weeks after the now disbanded Telegram group MaskPark was brought to light, which encouraged Chinese men to share unsolicited photos of women around them. I started seeing such comments online toward the central government:</p><p>&#8220;You can choose not to investigate &#8212; and we can choose not to give birth. &#65288;&#20320;&#20204;&#21487;&#20197;&#19981;&#26597; &#25105;&#20204;&#20063;&#21487;&#20197;&#19981;&#29983;&#12290;&#65289;&#8221;</p><p>&#8220;If [you] don&#8217;t address this, just wait for the birth rate to drop to 0%. &#65288;&#20877;&#19981;&#22788;&#29702;&#23601;&#31561;&#30528;&#29983;&#32946;&#29575;&#38477;&#20026;0%&#21543;&#12290;&#65289;&#8221;</p><p>It would be hugely gratifying to think that the commentators manifested this year&#8217;s record-low birth rate, but I don&#8217;t think politics yields that much effect in most others&#8217; family planning decisions. I know very well that being able to do egg freezing abroad, and having options to leave are a privilege. </p><p>In theory, I&#8217;ve been decisive in severing ties with a patriarchal home nation and the man who impregnated me; in reality, it&#8217;s much harder. </p><div><hr></div><p><strong>Where is China&#8217;s birthrate going?</strong> </p><p>After hearing about my story with the man, my mom softened and agreed that I should get an abortion. But for her, now the question is whether to do it in China or back in London?</p><p>She tirelessly looked things up online and found me a good deal from United Family Healthcare, that cost over 20,000 yuan and included 2 nights at the branch in Shanghai. </p><p>Here are the general abortion options depending on the age of the fetuses: medical abortion is for fetus under 10 weeks; surgical abortion is for those above. But there are also other factors at play, like pain level and certainty of getting it done in one go. </p><p>I ruled out the option to do it in China, not because of the money, but because the system is discriminatory towards unmarried women &#8212; by default, unmarried women are required sign waivers before they undergo gynecological exams because we are not expected to have sex before marriage. I&#8217;ve been given enough funny looks whenever I signed a waiver, the last thing I wanted to do now is receive secondary trauma at such a vulnerable state as a pregnant single woman.</p><p>I know that shouldn&#8217;t be a worry at private hospitals like United Family Healthcare, but isn&#8217;t it unfair, that if one requires decency, they must be able to afford a price out of reach for so many.  </p><p>I did it through NHS after I went back to London. The female doctor, who told me she has two daughters, was very caring and empathetic. I felt good about my decision. </p><p>The older I get, the more I see the necessity of an environment that champions equality, which is more than lip service and DEI slogans. Yes, we are not having our feet bound, we can go to school and we can work, but it doesn&#8217;t mean we should be complacent now. </p><p>Being pregnant as a single woman in her 30s gave me a window to see my options, and the lack thereof: </p><ul><li><p>I would love not to have to sign a waiver to be able to do my gynecological exam, and I do not want to encounter any funny looks or comments while doing that;</p></li><li><p>I would love to have a safe abortion procedure done in a caring environment; </p></li><li><p>I would love to be able to do egg freezing in China, just as how single men are able to freeze their semen. [the National Health Commission <a href="https://m.mp.oeeee.com/a/BAAFRD000020210221441263.html">said</a> in 2000 that it carried too many health risks for women; Xu Zaozao, the face of the fight over egg-freezing rights, <a href="https://www.theguardian.com/world/article/2024/aug/16/chinese-woman-loses-final-appeal-fight-freeze-eggs">lost</a> her final appeal in 2024]</p></li></ul><p>I sometimes wonder whether the current state reflects the government&#8217;s attitude towards feminism, which is framed as <a href="https://www.dw.com/en/china-clamps-down-on-feminists-they-fight-back/a-73894845">a subversion of state power</a> and also heavily stigmatized in civil society as &#8220;<a href="https://chinamediaproject.org/the_ccp_dictionary/womens-fist-ism/">Women's Fist-ism</a>&#8221; &#8212; even talking about female rights seem politically incorrect. </p><p>So, although Chinese women truly hold the &#8220;half the sky&#8221; role in economic and social development, as President Xi Jinping <a href="https://www.fmprc.gov.cn/zyxw/202510/t20251013_11731730.shtml">recognized</a> at the opening ceremony of the Global Women&#8217;s Summit, from working to internet entrepreneurship to winning Olympic medals, it seems that asking for rights outside the commercial field would be overstepping. This is the contradictory stance that Beijing is in. </p><p>I don&#8217;t have an answer to the question I&#8217;m posing at the start, which is, how much would single women help solve the birthrate problem, and how big of a business would it be if single women are allowed to freeze their eggs in China? </p><p>To quote a male friend: Male violence is so overwhelming and all-encompassing, that even well-intentioned men end up damaging women&#8217;s bodies in decisions that appear utterly irrelevant to the men themselves.</p><p>Before the fertility question is considered from a woman&#8217;s perspective, as the government tends to forget that it is a women&#8217;s decision, I don&#8217;t think China&#8217;s birthrate will ever go up. &#128282;</p><p><strong>References:</strong></p><ul><li><p>Yu, Z. (2023). <em>Municipal and county investment: The logic of economic development and investment in lower-tier regions (&#24066;&#21439;&#25237;&#36164;&#65306;&#19979;&#27785;&#21306;&#22495;&#32463;&#27982;&#21457;&#23637;&#19982;&#25237;&#36164;&#36923;&#36753;). </em>Shanghai Far East Publishing House.</p></li><li><p>Liu, J. (2020). <em><a href="https://rkyj.ruc.edu.cn/CN/Y2020/V44/I2/33">How large is the motherhood penalty in urban China?</a></em> <em>Population Research</em> (&#20154;&#21475;&#30740;&#31350;), 44(2): 33-43.</p></li><li><p>Shi, Z., et al. (2024). <em><a href="https://caoss.org.cn/upload/news/20250121/1d3a28a42c9d4b7987bd7502967d2cb2.pdf">The incentive effect and the safety-net effect of birth subsidy policies: Evidence from field experiments on birth subsidies</a></em>. Zhongnan University of Economics and Law.</p></li><li><p>Li, J, et. al. (2025) <em><a href="http://www.shehui.pku.edu.cn/upload/editor/file/20250509/20250509104622_7692.pdf">Re-examining China&#8217;s Persistently Low Fertility Rate from the Perspective of Dynamic Structural Differences</a></em>. Peking University.</p></li></ul><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.chineseconsumers.news/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Following the Yuan is a reader-supported publication. Consider becoming a paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p></p><p></p>]]></content:encoded></item><item><title><![CDATA[Consumer news digest: you can help rename viral app "Are you dead", Apple Watch becomes Class II medical device in China, Alo Yoga to open in Q2]]></title><description><![CDATA[China's closure rate of food and beverage venues is expected to more than double, reaching a record of 48.9% in 2025 from under 20% in 2019.]]></description><link>https://www.chineseconsumers.news/p/jan-2026-consumer-news-digest-you</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/jan-2026-consumer-news-digest-you</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Wed, 14 Jan 2026 17:11:30 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!FJrI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5deab191-531b-4642-ae55-e92976d1d867_1080x608.webp" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hi everyone,</p><p>Happy 2026, or the end of the Year of the Snake. I just returned from a 3-week trip to China, where I went to many places for the first time &#8212;&nbsp;Lijiang&#8217;s Yulong village (for a wedding), Guiyang, Taiyuan (for a wedding) and the nearby Pingyao County. </p><p>I can&#8217;t say I&#8217;ve come to know them that thoroughly from a short stay, but visiting has definit&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[Life in China: When economic indicators and lived experience diverge | Following the Yuan ]]></title><description><![CDATA[After speaking with over 50 residents in more than 10 cities and towns she visited this year, Wanqing writes about the things that cannot be priced into markets.]]></description><link>https://www.chineseconsumers.news/p/chinese-economy</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/chinese-economy</guid><dc:creator><![CDATA[Wanqing Chen]]></dc:creator><pubDate>Tue, 30 Dec 2025 10:58:24 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!tkqW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F340ca3da-2d81-4d1b-848a-6b7276874884_2678x1913.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>Editor&#8217;s note: </em>Like the <a href="https://www.wsj.com/economy/wsj-norc-economic-poll-73bce003?st=T7VfBw&amp;reflink=desktopwebshare_permalink">U.S.</a> this year and Japan in early 2000s &#8212; where economic indicators from GDP to the stock market point upward, it&#8217;s not necessarily translated to optimism on the ground. This reported essay sheds light on individuals in China behind these numbers.</p><p><em>About the author:</em> Wanqing Chen is a multimedia journalist and writer focusing on gen&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[ ⛷️ Consumer news digest: Condom sales slump, skiing on budget, “90-year-old high energy girl” + 11 more updates ]]></title><description><![CDATA[The brands we mentioned in this issue are: Jissbon, RedNote, RedPine, Pandora, Laopu Gold, Richemont, PopMart, Haidilao, Mannings, Jing (herbal spirits), Mixue, Ferrari]]></description><link>https://www.chineseconsumers.news/p/consumer-news-digest-condom-sales</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/consumer-news-digest-condom-sales</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Tue, 16 Dec 2025 17:08:27 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!jMIm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc73ff9b7-c054-4e98-9a16-3b3da9dc179d_1440x884.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Happy holidays! </p><p>For the next two weeks, we are going to publish a media recipe guide and a reported piece by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Wanqing Chen&quot;,&quot;id&quot;:327543620,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!4MbG!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F80dcd663-34eb-4a7b-98ba-4c9c8ed957f1_1168x1170.jpeg&quot;,&quot;uuid&quot;:&quot;1e406dc7-508b-4bb9-8caa-62b46993cfd8&quot;}" data-component-name="MentionToDOM"></span> about how Chinese consumers&#8217; sense of the economy diverse from or align with China&#8217;s financial indicators. </p><p>I&#8217;m flying from London to Lijiang to host a wedding this week (which haven&#8217;t prepared for). However, I&#8217;m mentally preparing for a challeng&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[How fire tests China’s consciousness]]></title><description><![CDATA[From Urumqi fire to Hong Kong fire, how human tragedies test consciousness of the people, society, and systems behind them.]]></description><link>https://www.chineseconsumers.news/p/hong-kong-fire</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/hong-kong-fire</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Sat, 29 Nov 2025 17:27:55 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/177806d4-e9df-41c0-84a4-42864be704fd_1078x590.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>When talking to brands and organizations based in Hong Kong in recent years, I&#8217;ve been surprised at how separate they are from China&#8217;s digital ecosystem. Since the fire tragically broke out, I realized that it could be a blessing. </p><p>From the business perspective, HK&#8217;s gradual integration with mainland China has been largely positive, which has been exempl&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[🔫 Pop Mart's slip-ups during rapid expansion, and 12 other consumer market updates | Following the Yuan]]></title><description><![CDATA[Brands mentioned: JD.com, Tmall, INS Land, Starbucks, Pop Mart, Mardi, ADERERROR, Anta, Rapha, Crispi, Li-Ning, Didi, Douyin]]></description><link>https://www.chineseconsumers.news/p/pop-mart-slip-ups</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/pop-mart-slip-ups</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Fri, 14 Nov 2025 15:43:23 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!QKkI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb5a5b4b3-51be-4ba1-b858-6680806b954a_1080x608.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hi everyone,</p><p>Hope you are having a productive month before the holidays! </p><p>I was in Hong Kong last week for a short trip &#8212; I went on a panel with Bernstein, did a sharing with Technological and Higher Education Institute, caught up with some of you, with <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;AI Proem&quot;,&quot;id&quot;:2262727,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/aiproem&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5faa74cf-67a3-4f92-bd70-1824ebbf8bde_500x500.png&quot;,&quot;uuid&quot;:&quot;da8f7416-ce4c-4ed8-88b9-0d63269d78d3&quot;}" data-component-name="MentionToDOM"></span>&#8217;s <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Grace Shao&quot;,&quot;id&quot;:878147,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!44Sc!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4cdde595-f989-4e2f-a7dc-a73ce0e036ec_2604x2604.jpeg&quot;,&quot;uuid&quot;:&quot;2b4559c1-07ec-4d61-9241-458be0331a19&quot;}" data-component-name="MentionToDOM"></span>, at the Foreign Correspondents Club (special shoutout to Allen Lee who flew in from Tokyo) and cras&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[The Emotional Toll of China’s Housing Market Slide ⬇️ | Following the Yuan]]></title><description><![CDATA[As housing prices go down, many feel that their sacrifices and compromises made for work and mortgage during the high-growth era have been in vain.]]></description><link>https://www.chineseconsumers.news/p/plummeting-house-prices-hollowed</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/plummeting-house-prices-hollowed</guid><dc:creator><![CDATA[Rongrong Zhuge]]></dc:creator><pubDate>Mon, 10 Nov 2025 13:16:07 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/f4221b05-d4ee-4860-9bc2-a99495532dae_1506x942.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<blockquote><p>Welcome back to &#8220;China color,&#8221;<strong> </strong>a column that records Chinese people&#8217;s unfiltered voices behind macro-level analysis and numbers, as well as field trips by our contributors. You can read all the previous issues <a href="https://www.chineseconsumers.news/t/china-color">here</a>.</p></blockquote><p>The burst of the housing bubble is a common culprit behind underwhelming consumer sentiment, but what does that mean in practice? </p><p>Chinese ho&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[[OOO] How Beijing's Friendship Store preserves a piece of Chinese retail history by reinventing itself 🛍️ | Following the Yuan]]></title><description><![CDATA[As a historic mall that first sold Coca Cola in the 70s, Beijing&#8217;s Friendship Store hasn't been able to keep pace with the fast-moving Chinese market. Here is their latest attempt.]]></description><link>https://www.chineseconsumers.news/p/beijing-mall-friendship-store</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/beijing-mall-friendship-store</guid><dc:creator><![CDATA[Rachel]]></dc:creator><pubDate>Wed, 29 Oct 2025 14:16:41 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/b87f403b-cdb0-46f3-9e8e-3180b1318f0e_960x720.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>Editor&#8217;s note:</em> Most Chinese consumers put novelty on a pedestal. However, such urban renewal projects represent a plethora of similar ones led by local governments and developers in an effort to fuse the old and the new. </p><p><em>About the author:</em> Rachel Ruonan Zheng is freelance writer and former editor at Vice China. Her Substack <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;3rd Culture Kids&quot;,&quot;id&quot;:1518861,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/3rdculturalkids&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/fbf46d2f-1864-4f85-b7e7-49db969325db_1100x1100.png&quot;,&quot;uuid&quot;:&quot;b52b325f-b211-4efc-8b59-aca83a634e2d&quot;}" data-component-name="MentionToDOM"></span> explores the intimate interse&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[🌐 First AI-driven Double 11, and 11 other consumer market updates | Following the Yuan]]></title><description><![CDATA[Brands mentioned in this issue: KFC, Meituan, Mixue, Apple, Haidilao, Yuan Programming, Arc&#8217;teryx, Pas Normal Studios.]]></description><link>https://www.chineseconsumers.news/p/first-ai-driven-double-11-and-11</link><guid isPermaLink="false">https://www.chineseconsumers.news/p/first-ai-driven-double-11-and-11</guid><dc:creator><![CDATA[Yaling Jiang]]></dc:creator><pubDate>Wed, 22 Oct 2025 21:35:20 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!ZU3Y!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64fe089c-1ea4-4d8a-b347-9d302a71d32b_1261x841.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hi, I recently took a trip up to Uni of Edinburgh. It was for a talk at the <a href="https://www.linkedin.com/company/china-futures-society/posts/?feedView=all">China Futures Society</a> to discuss China&#8217;s social progress through a commercial lens. </p><p>In particular, how luxury marketing campaigns and RedNote posts, especially those urging female consumers to prioritize their needs and be the trailblazers of their fields, are evoking a collecti&#8230;</p>
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