It’s not just China’s total population that’s falling

中国城市化真相

Economist

2026-01-08

41 分钟
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  • All right, welcome back to the deep dive.

  • So today we're tackling um a really critical mission.

  • We really are.

  • Today we are taking a look at something that for decades

  • has felt like an unstoppable force of nature, the growth of China's cities.

  • But we're doing it with a question that frankly turns a lot of that conventional wisdom on its head.

  • A pretty fundamental question really.

  • Has the great urban expansion of China already stopped?

  • Are we right now living in a world of peak city?

  • It's a question that has I think profound implications for

  • well pretty much anyone tracking the global economy.

  • For years the story has been so simple, so linear,

  • it's been this unstoppable demographic wave moving from the countryside to the skyscraper.

  • It was the one-way ticket.

  • Exactly.

  • But to really get to the bottom of this you have to look past the official statistics,

  • the ones that get reported everywhere, and you have to dig into something a little more fundamental.

  • You have to ask how we globally actually define what a city is.

  • And when you do that.

  • When you apply an internationally consistent standard the answer is well it's pretty staggering.