London Daily

Focus on the big picture.
Thursday, Nov 13, 2025

Are China’s lockdown protests the beginning of the end for Xi Jinping?

Are China’s lockdown protests the beginning of the end for Xi Jinping?

Here’s what you need to know about the demonstrations that swept across China in recent days.

The wave of demonstrations across China demanding an end to the draconian zero-COVID measures is like nothing the country has seen in decades.

From university campuses to busy streets in the downtown areas, people held up pieces of white paper as a symbol of protest after a deadly fire in a Xinjiang neighborhood under lockdown. The most dramatic moments happened over the weekend, when protesters could be heard shouting "Xi Jinping, step down."

It is a brave and risky gesture to defy the Chinese president so publicly. Beijing's strongman has only recently secured a third term in office, breaking with tradition and consolidating his unchallenged power base.

POLITICO breaks down what this means for China's leader.


How bad is it for Xi?


So far, there's no sign to suggest any significant damage to Xi's position at the top of the Communist Party.

Nevertheless, it is the first major show of resistance from the public under Xi's rule, and the grievances directed against the top of the Chinese government are too loud to be unheard.

Xi has made zero-COVID a personal political project. With the public now openly opposing the symbols of that policy — such as the strict PCR test requirements and mask regulations — he will no doubt be seen as personally liable for the public anger.

Ho-fung Hung, an academic at Johns Hopkins University specializing in China's protest movements, says the government and society "are in the process of seeking a new equilibrium. There can be conflicts and instability in the process.”

Still, the timing could have been worse for Xi, if the protests had taken place before the 20th Communist Party congress last month, when he was confirmed in his position for a precedent-breaking third term.


How significant is the public defiance?


The last comparable episode was the 1989 student protest in Tiananmen Square, but back then the demonstration was much larger in scale and occupied the iconic square at the heart of Beijing.

Most of the young people protesting against COVID restrictions this year had little or no recollection of that deadly protest more than 30 years ago. Not only were they not yet born, but there's also no footage of Tiananmen Square available under the censorship regime.

In a way, the most dangerous shock to Xi could be the political awakening of so many young, educated minds who are ready publicly to come out against him.

Students from more than 100 universities have shown solidarity with the protesters, according to Cai Xia, a defector from the Communist Party's ideology school who now lives in the U.S.


Is brutal repression avoidable?


For now, the police have refrained from a bloody crackdown on the protesters, even though there were arrests. Cases of physical assaults were also reported, like BBC journalist Ed Lawrence, who was covering the protest in Shanghai.

After an intense weekend, the police presence was significantly beefed up on Monday. Some of the streets in Shanghai, for instance, had been cordoned off with barricades, turning some of the country's wealthiest neighborhoods into no-go zones.

On Tuesday, there was no word of protests in Beijing, Shanghai or other major mainland cities due to the heavy police presence, according to the Associated Press.

At this stage, it is unclear whether the unrest is over or whether the protesters are simply waiting for their next opportunity.

Some universities also announced plans to send students back home for the winter break earlier than scheduled, in an apparent move to stop them from organizing further protests.


How's the market reacting?


Not great — initially. The immediate reaction across global stock markets was pessimistic on Monday, fuelled by a sense of political uncertainty. 

The benchmark Chinese market, Shanghai Composite, dropped by 2.2 percent briefly, while the Shenzhen Component Index, with a focus on tech, fell by 0.7 percent. 

On Tuesday, however, both indexes rose 2 percent, as there were no reports of new protests overnight. “Mass protests would deeply tilt the scales in favor of an even weaker economy,” Stephen Innes, managing partner of SPI Asset Management, said.


How does the West see it?


In the U.K., Foreign Secretary James Cleverly weighed in. "Protests against the Chinese government are rare and when they do happen, I think the world should take notice, but I think the Chinese government should take notice," Cleverly told reporters.

European Council President Charles Michel will arrive in Beijing on Thursday, as he faces calls to send a strong message to Xi to respect the peaceful protests.

German Chancellor Olaf Scholz’s spokesman questioned why China’s still not using Western vaccines and instead relying on the policy of draconian lockdowns.

Speaking at a regular press conference in Berlin on Monday, spokesperson Steffen Hebestreit said Germany had "taken note" of the protests as well as "reports about partly violent actions of the [Chinese] security forces against the demonstrators."

In the U.S., the Biden administration is responding cautiously, reflecting in part a U.S. desire to stabilize a vital but increasingly adversarial relationship with Beijing.

There were no statements or tweets from President Joe Biden. Secretary of State Antony Blinken and national security adviser Jake Sullivan also avoided comment.

Some slightly critical comments came from an unnamed National Security Council spokesperson.

“As we’ve said, we think it’s going to be very difficult for the People’s Republic of China to be able to contain this virus through their zero Covid strategy,” the spokesperson said in a statement.


What are Xi's options?


They're limited. In the battle to contain the coronavirus, strict lockdown measures have been Xi's preference from the start. China remains opposed to using Western mRNA vaccines — which have proven to be much more effective in dealing with the latest variants of the coronavirus. The number of cases in Beijing, for instance, doubled over the weekend and remained on a rise by Tuesday.

Still, the nationwide statistics over recent days — over 30,000 daily new cases — account for only a tiny minority of the country's 1.4 billion population. Officially, just over 5,200 have died from the virus since the pandemic began.

A sudden removal of lockdown measures would likely trigger a surge in infections among a population that has not been well vaccinated. Opting for Western vaccines, however, would entail a very public loss of face for the man in charge. It seems more of the same is the likeliest course of action in Beijing.

Newsletter

Related Articles

0:00
0:00
Close
UK Upholds Firm Rules on Stablecoins to Shield Financial System
Brussels Divided as UK-EU Reset Stalls Over Budget Access
Prince Harry’s Remembrance Day Essay Expresses Strong Regret at Leaving Britain
UK Unemployment Hits 5% as Wage Growth Slows, Paving Way for Bank of England Rate Cut
Starmer Warns of Resurgent Racism in UK Politics as He Vows Child-Poverty Reforms
UK Grocery Inflation Slows to 4.7% as Supermarkets Launch Pre-Christmas Promotions
UK Government Backs the BBC amid Editing Scandal and Trump Threat of Legal Action
UK Assessment Mis-Estimated Fallout From Palestine Action Ban, Records Reveal
UK Halts Intelligence Sharing with US Amid Lethal Boat-Strike Concerns
King Charles III Leads Britain in Remembrance Sunday Tribute to War Dead
UK Retail Sales Growth Slows as Households Hold Back Ahead of Black Friday and Budget
Shell Pulls Out of Two UK Floating Wind Projects Amid Renewables Retreat
Viagogo Hit With £15 Million Tax Bill After HMRC Transfer-Pricing Inquiry
Jaguar Land Rover Cyberattack Pinches UK GDP, Bank of England Says
UK and Germany Sound Alarm on Russian-Satellite Threat to Critical Infrastructure
Former Prince Andrew Faces U.S. Congressional Request for Testimony Amid Brexit of Royal Title
BBC Director-General Tim Davie and News CEO Deborah Turness Resign Amid Editing Controversy
Tom Cruise Arrives by Helicopter at UK Scientology Fundraiser Amid Local Protests
Prince Andrew and Sarah Ferguson Face Fresh UK Probes Amid Royal Fallout
Mothers Link Teen Suicides to AI Chatbots in Growing Legal Battle
UK Government to Mirror Denmark’s Tough Immigration Framework in Major Policy Shift
UK Government Turns to Denmark-Style Immigration Reforms to Overhaul Border Rules
UK Chancellor Warned Against Cutting Insulation Funding as Budget Looms
UK Tenant Complaints Hit Record Levels as Rental Sector Faces Mounting Pressure
Apple to Pay Google About One Billion Dollars Annually for Gemini AI to Power Next-Generation Siri
UK Signals Major Shift as Nuclear Arms Race Looms
BBC’s « Celebrity Traitors UK » Finale Breaks Records with 11.1 Million Viewers
UK Spy Case Collapse Highlights Implications for UK-Taiwan Strategic Alignment
On the Road to the Oscars? Meghan Markle to Star in a New Film
A Vote Worth a Trillion Dollars: Elon Musk’s Defining Day
AI Researchers Claim Human-Level General Intelligence Is Already Here
President Donald Trump Challenges Nigeria with Military Options Over Alleged Christian Killings
Nancy Pelosi Finally Announces She Will Not Seek Re-Election, Signalling End of Long Congressional Career
UK Pre-Budget Blues and Rate-Cut Concerns Pile Pressure on Pound
ITV Warns of Nine-Per-Cent Drop in Q4 Advertising Revenue Amid Budget Uncertainty
National Grid Posts Slightly Stronger-Than-Expected Half-Year Profit as Regulatory Investments Drive Growth
UK Business Lobby Urges Reeves to Break Tax Pledges and Build Fiscal Headroom
UK to Launch Consultation on Stablecoin Regulation on November 10
UK Savers Rush to Withdraw Pension Cash Ahead of Budget Amid Tax-Change Fears
Massive Spoilers Emerge from MAFS UK 2025: Couple Swaps, Dating App Leaks and Reunion Bombshells
Kurdish-led Crime Network Operates UK Mini-Marts to Exploit Migrants and Sell Illicit Goods
UK Income Tax Hike Could Trigger £1 Billion Cut to Scotland’s Budget, Warns Finance Secretary
Tommy Robinson Acquitted of Terror-related Charge After Phone PIN Dispute
Boris Johnson Condemns Western Support for Hamas at Jewish Community Conference
HII Welcomes UK’s Westley Group to Strengthen AUKUS Submarine Supply Chain
Tragedy in Serbia: Coach Mladen Žižović Collapses During Match and Dies at 44
Diplo Says He Dated Katy Perry — and Justin Trudeau
Dick Cheney, Former U.S. Vice President, Dies at 84
Trump Calls Title Removal of Andrew ‘Tragic Situation’ Amid Royal Fallout
UK Bonds Rally as Chancellor Reeves Briefs Markets Ahead of November Budget
×