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OCR A-Level History Study Notes

54.4.3 Japanese Aggression and War 1898–1945

OCR Specification focus:
‘Japanese aggression and war (1898–1945) devastated China and redirected strategy.’

Between 1898 and 1945, Japan’s aggressive expansion transformed China’s political landscape, intensifying internal weakness, fuelling nationalist resistance, and reshaping foreign relations in the lead-up to 1949.

Japanese Expansion and Imperial Ambitions (1898–1931)

The First Sino-Japanese War and Growing Influence

The roots of Japanese aggression lay in its imperialist ambitions following rapid Meiji modernisation. Victory in the First Sino-Japanese War (1894–1895) exposed China’s weakness and marked Japan’s emergence as a regional power.

  • The Treaty of Shimonoseki (1895) forced China to cede Taiwan and recognise Korean independence, highlighting the Qing dynasty’s decline.

  • Japan’s success inspired its imperial policy and deepened Chinese fears of further encroachment.

Boxer Protocol and the Late Qing Period

Following the Boxer Rebellion (1900), Japan joined Western powers in suppressing the uprising, gaining prestige and a greater role in Chinese affairs. This period of “foreign imperialism” undermined Chinese sovereignty and provided Japan with opportunities to expand economically and militarily.

Russo-Japanese War (1904–1905) and Manchuria

Japan’s defeat of Russia further entrenched its influence in northeast China.

  • The Portsmouth Treaty (1905) transferred Russian leases in southern Manchuria and the South Manchurian Railway to Japan.

  • Japan’s control over strategic infrastructure increased its leverage in Manchuria and deepened its rivalry with Chinese nationalist movements.

The Twenty-One Demands and Rising Tensions (1914–1919)

Japan’s World War I Gains

During the First World War, Japan seized German concessions in Shandong and used the conflict to extend its control.

Twenty-One Demands: A set of 21 demands issued by Japan to China in 1915, seeking extensive political, economic, and territorial rights, including influence over Manchuria and Shandong.

  • China, diplomatically isolated and militarily weak, accepted most demands under Yuan Shikai’s government, provoking widespread nationalist anger.

  • The demands symbolised Japan’s ambition for dominance in East Asia and deepened anti-Japanese sentiment, which fuelled movements such as the May Fourth Movement (1919).

Versailles Settlement and Chinese Nationalism

At the Paris Peace Conference, Shandong was awarded to Japan rather than returned to China.

  • This humiliation galvanised nationalist resistance, strengthening both the Guomindang (GMD) and emerging Communist Party (CCP).

  • Anti-imperialist rhetoric became central to Chinese political discourse, linking Japanese aggression to broader struggles against foreign domination.

Manchuria and the Mukden Incident (1931)

Japanese Expansion in Manchuria

The 1920s saw political instability in China and increasing Japanese ambitions in Manchuria, a resource-rich region crucial for Japan’s industrial economy.

Mukden Incident: A staged explosion on the South Manchurian Railway on 18 September 1931, used by Japan as a pretext to invade Manchuria.

  • The Kwantung Army quickly overran the region, establishing the puppet state of Manchukuo (1932) under the nominal leadership of Puyi, the last Qing emperor.

A clear, English-labelled map of Manchukuo’s railway system, highlighting the South Manchuria Railway and key lines linking ports and industrial nodes. It shows why rail control made Manchuria a durable Japanese foothold after 1931. Minor station-level details appear but remain helpful rather than distracting. Source

  • China’s appeal to the League of Nations resulted in condemnation of Japan’s actions but no effective sanctions, exposing the weakness of international institutions.

Consequences for Chinese Politics

  • The incident undermined confidence in the GMD government under Jiang Jieshi (Chiang Kai-shek), which prioritised internal unification over resistance.

  • The CCP exploited anti-Japanese sentiment, portraying itself as the defender of Chinese sovereignty, which increased its appeal among the peasantry.

Escalation to Full-Scale War (1937–1945)

The Marco Polo Bridge Incident and Outbreak of War

Tensions culminated in the Marco Polo Bridge Incident (7 July 1937), a clash between Japanese and Chinese troops near Beijing.

  • This skirmish escalated into the Second Sino-Japanese War (1937–1945), which merged with the global conflict of the Second World War.

A labelled map of Japanese occupation in China (1940), indicating principal occupied areas and lines of control. It helps visualise the territorial reality as the conflict widened and puppet regimes emerged. The map contains only geographic and control information relevant to the syllabus. Source

Early Japanese Victories and Atrocities

Japan’s modern, mechanised military inflicted heavy defeats on Chinese forces.

  • Major cities such as Beijing, Shanghai, and Nanjing fell in rapid succession.

  • The Nanjing Massacre (1937–1938) saw the massacre of an estimated 200,000–300,000 civilians and prisoners of war, along with widespread atrocities, becoming a symbol of Japanese brutality.

Nanjing Massacre: A six-week period of mass killings, rape, and looting by Japanese troops following the capture of Nanjing in December 1937.

  • The massacre intensified nationalist resistance and hardened Chinese resolve to continue the war.

Wartime Strategy and United Front

Faced with overwhelming Japanese power, Jiang Jieshi agreed to a Second United Front (1937–1941) with the CCP to present a united resistance.

  • Despite tensions and limited coordination, this alliance helped China sustain prolonged resistance.

  • Guerrilla warfare by the CCP in northern China eroded Japanese control, enhancing the party’s reputation and laying the groundwork for post-war political competition.

International Involvement and the Pacific War (1941–1945)

Allied Support and China’s Strategic Role

Japan’s attack on Pearl Harbor (1941) brought the United States into the war and transformed China into a key Allied partner.

  • American Lend-Lease aid and military advisors bolstered Chinese resistance, though tensions persisted between the GMD and the Allies over strategy and leadership.

A U.S. Army map of transportation routes linking India and China (1942–43), including the Burma Road and Hump air corridors. It illustrates the logistical lifelines that enabled prolonged Chinese resistance after 1941. The map also shows neighbouring theatres for context; these extras support, but do not go beyond, the syllabus focus. Source

  • China’s position as one of the “Big Four” powers elevated its diplomatic status, though it remained militarily dependent.

Japanese Occupation Policies

  • Japan established puppet regimes, including Wang Jingwei’s collaborationist government (1940) in Nanjing, to legitimise its occupation.

  • Harsh exploitation, forced labour, and economic extraction deepened Chinese hostility and undermined Japanese efforts to secure local cooperation.

Japanese Defeat and Chinese Transformation (1945)

Final Phase of the War

By 1944–1945, Japan faced increasing defeats as Allied advances in the Pacific undermined its ability to sustain the war in China.

  • The atomic bombings of Hiroshima and Nagasaki and the Soviet invasion of Manchuria (August 1945) hastened Japan’s surrender.

  • The formal end of hostilities came on 2 September 1945, restoring Chinese sovereignty over occupied territories.

Long-Term Consequences for China

  • Japanese aggression had devastated China, causing an estimated 20 million deaths and widespread destruction.

  • The CCP emerged strengthened by its wartime resistance, while the GMD’s weaknesses were exposed, setting the stage for the Chinese Civil War (1946–1949).

  • China’s post-war strategy shifted from resisting foreign aggression to resolving internal conflicts and rebuilding a shattered state.

FAQ

The Kwantung Army was a powerful faction within the Japanese military stationed in Manchuria. Although nominally under the control of Tokyo, it often acted independently, pursuing aggressive expansion without government approval.

It engineered the Mukden Incident (1931), providing a pretext for Japan’s occupation of Manchuria. Its success in establishing Manchukuo emboldened militarists in Japan and shifted national policy towards further continental expansion.

The army also influenced broader strategy during the Second Sino-Japanese War, pushing for escalation even when civilian leaders sought diplomatic solutions. Its autonomy reflected Japan’s growing militarism in the 1930s.

Civilian resistance was widespread and multifaceted. Ordinary Chinese contributed to the war effort through:

  • Sabotage and intelligence: Locals disrupted supply lines and provided information to guerrilla forces.

  • Non-cooperation campaigns: Refusal to collaborate with puppet governments undermined Japanese attempts to stabilise occupied territories.

  • Cultural resistance: Writers and artists promoted nationalism and anti-Japanese sentiment through literature, newspapers, and theatre.

Such grassroots actions sustained morale, supported the Communist Party’s guerrilla campaigns, and prevented Japan from consolidating control despite its military superiority.

The “Three Alls Policy” (kill all, burn all, loot all) was a brutal counter-insurgency strategy launched by the Japanese military in 1940–41 to suppress guerrilla resistance.

It aimed to terrorise rural populations into withdrawing support for the Communists by destroying villages, massacring civilians, and seizing resources.

  • Estimates suggest hundreds of thousands of civilians were killed.

  • Vast areas of farmland were devastated, worsening famine and displacement.

The policy backfired strategically: atrocities strengthened anti-Japanese sentiment and increased local support for the CCP, which positioned itself as the defender of the people.

China’s prolonged resistance earned it recognition as a major Allied power after 1941, particularly from the United States and Britain.

  • The Cairo Conference (1943) confirmed China as one of the “Big Four,” promising the return of territories like Taiwan.

  • The US supplied aid via the Burma Road and Hump airlift, though coordination with Jiang Jieshi was often strained by mutual mistrust.

  • Western powers valued China as a strategic counterweight to Japan, while China sought diplomatic backing for post-war sovereignty.

This alliance enhanced China’s international standing but also exposed tensions that persisted into the post-war era.

The occupation had devastating social consequences. An estimated 20 million Chinese died, many from famine, massacres, or forced labour. Millions more were displaced as refugees.

Japanese exploitation of agriculture and industry disrupted local economies, deepening rural poverty and creating widespread social dislocation.

  • Women were subjected to mass violence and sexual slavery as “comfort women.”

  • Urban centres suffered destruction, while many rural areas were depopulated.

These traumas left deep scars on Chinese society, shaping post-war reconstruction priorities and fuelling enduring resentment towards Japan that influenced later foreign policy.

Practice Questions

Question 1 (2 marks):
Identify two consequences of the Mukden Incident (1931) for China.

Mark scheme:

  • 1 mark for each relevant consequence identified (maximum 2 marks).
    Possible answers include:

  • Establishment of the puppet state of Manchukuo under Puyi (1 mark)

  • Weak international response from the League of Nations, showing its ineffectiveness (1 mark)

  • Increased anti-Japanese sentiment within China (1 mark)

  • Undermining of confidence in the Guomindang government (1 mark)

Question 2 (6 marks):
Explain how Japanese aggression between 1937 and 1945 affected Chinese political developments.

Mark scheme:
Award up to 6 marks for explanation, using the following levels:

  • Level 1 (1–2 marks):
    Basic description with limited explanation.
    Examples: “Japan invaded China in 1937” or “There was a war called the Second Sino-Japanese War.”

  • Level 2 (3–4 marks):
    Some explanation of political impacts with limited depth or detail.
    Examples: Mentions of the Second United Front or the strengthening of the Communist Party but without clear linkage to how aggression caused these changes.

  • Level 3 (5–6 marks):
    Clear and detailed explanation of how Japanese aggression shaped Chinese politics.
    Answers may include:

  • The Marco Polo Bridge Incident (1937) triggered full-scale war, forcing the Guomindang and Communist Party into a Second United Front, temporarily setting aside their rivalry.

  • The CCP increased its popularity through effective guerrilla resistance, strengthening its political position.

  • The GMD government’s inability to resist Japan effectively weakened its legitimacy and exposed internal weaknesses.

  • The experience of war shaped post-1945 politics, contributing to renewed civil conflict and eventual Communist victory.

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