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Chinese mathematics

Chinese mathematics denotes the indigenous mathematical traditions and innovations that emerged in China from the Shang dynasty onward, encompassing practical arithmetic, algebraic algorithms, geometric computations, and numerical methods applied to astronomy, engineering, and administration, with developments largely independent of external influences until the Jesuit introductions of European techniques in the 17th century.^[1]^[2] Earliest evidence appears in oracle bone inscriptions from circa 1600–1046 BCE, featuring decimal numerals and basic counting systems without a positional zero, facilitating early surveys and calendrical calculations.^[1] The foundational text, The Nine Chapters on the Mathematical Art (Jiuzhang suanshu), assembled by the 1st century CE, presents 246 problems and algorithmic solutions covering fractions, proportions, areas, volumes, and systems of linear equations solved through successive elimination akin to modern Gaussian methods, alongside precursors to Horner's rule for polynomial evaluation.^[3]^[4] Third-century commentator Liu Hui supplied deductive proofs for geometric formulas, computed π via polygonal approximations to approximately 3.1416, and introduced limit concepts in volume calculations.^[2] In the fifth century, Zu Chongzhi achieved a π bound of 3.1415926 < π < 3.1415927, with the rational approximation 355/113 retaining accuracy to seven decimal places, surpassing global precision for nearly a millennium.^[5] Subsequent contributions included explicit handling of negative quantities ("false" debts) in the Sunzi Suanjing (3rd–5th century), magic squares in Tang-era texts, and surveying techniques like the "sea island" method for indirect measurement using right triangles.^[6] Chinese approaches emphasized pattern recognition, rod-based computation, and empirical verification over axiomatic deduction, yielding efficient tools for concrete problems but limited abstraction or general theorems, contributing to a computational rather than theoretical paradigm that persisted into the Song and Yuan dynasties before integrating calculus and algebra from the West.^[7]^[4]

Origins in Pre-Imperial and Early Imperial China

Pre-imperial era

The earliest archaeological evidence of mathematical notation in China dates to the Shang dynasty (c. 1600–1046 BC), found in oracle bone inscriptions used for divination.^[1] These inscriptions, carved on animal bones and turtle shells primarily from the late Shang capital at Anyang, include numerals representing whole numbers from 1 to at least 30,000, demonstrating a fully developed decimal (base-10) system.^[8] The numeral forms were additive and positional to some extent, with basic strokes for units (I for 1, II for 2, etc., up to four horizontal or vertical lines), a cross for 10, and combinations for higher powers of ten, such as a hook-like symbol for 100.^[9] These numerals facilitated practical computations related to calendrical cycles, sacrificial offerings, and royal hunts, as recorded in queries to ancestors about quantities like the number of animals or days until events.^[6] Arithmetic operations appear rudimentary, focused on addition and subtraction for enumeration rather than multiplication or division, with no evidence of abstract geometric or algebraic problems in surviving inscriptions.^[1] The system's consistency across thousands of oracle bones indicates standardized usage among Shang scribes, supporting administrative and ritual needs in a bronze-age society.^[8] During the Zhou dynasty (1046–256 BC), mathematics gained prominence as one of the "Six Arts" in elite education, emphasizing practical skills for governance, astronomy, and ritual.^[10] Attributions to figures like Shanggao, dated around 1100 BC, describe the gougu theorem—equivalent to the Pythagorean theorem—for right triangles, applied in land measurement and astronomy, though direct textual evidence from this period is scarce and likely retrospective.^[11] Surviving artifacts from the Warring States period (475–221 BC), the later phase of Zhou, include markings on earthenware suggesting early use of counting rods for positional arithmetic, precursors to later rod calculus methods that enabled efficient calculation without written symbols.^[12] Archaeological finds from this era, such as bamboo slips with numerical tallies, indicate growing complexity in handling fractions and areas for taxation and engineering, but systematic treatises did not emerge until later compilations.^[13] Overall, pre-imperial Chinese mathematics remained empirically driven by immediate societal demands, with innovations in notation and basic computation laying foundations for imperial-era advancements, uninfluenced by contemporaneous Mesopotamian or Egyptian systems based on available evidence.^[1]

Qin dynasty

The Qin dynasty (221–206 BCE), though brief, marked a period of administrative centralization that necessitated practical arithmetic for governance, though few explicit mathematical texts survive due to the dynasty's short span and the 213 BCE incineration of non-utilitarian books ordered by Qin Shi Huang, which spared works on agriculture, medicine, and divination but likely impacted scholarly treatises.^[10]^[1] Archaeological evidence from bamboo slips, such as those unearthed at Shuihudi Qin tombs (dated circa 217 BCE), demonstrates routine computational practices in legal and fiscal administration, including tallying resources and resolving disputes via basic enumeration and proportioning, reflecting continuity from Warring States methodologies rather than novel innovations.^[14] A key artifact is a Qin multiplication table inscribed on a wooden board (22 cm by 4.5 cm) from the period, evidencing standardized rote-learning aids for merchants and officials to compute products up to higher digits, akin to earlier rod-based reckoning but adapted for imperial uniformity.^[15] Similarly, Qin slips from Liye in Hunan province record detailed annual calendars for 221–206 BCE, involving cyclical day-counting and astronomical alignments that required additive and modular arithmetic to synchronize solar-lunar cycles for taxation and corvée labor scheduling.^[15] Recently analyzed Qin slips preserve fragments of a text titled Shu (數, "Mathematics" or "Calculations"), comprising problems on fractions, proportions, and geometric mensuration for engineering tasks like canal construction and wall fortification, underscoring mathematics' role in Legalist statecraft over abstract theory.^[16] These materials indicate that Qin-era computation emphasized empirical verification through physical models and decimal place-value systems using rods, supporting vast infrastructural projects such as the unification of weights, measures, and currency, which demanded precise scaling and equivalence calculations across former Warring States domains.^[17] Overall, mathematical activity remained applied and bureaucratic, with scant evidence of theoretical advancement until the subsequent Han synthesis.^[10]

Han dynasty

The mathematics of the Han dynasty (206 BCE–220 CE) emphasized practical applications for administration, engineering, and surveying, reflecting the era's centralized bureaucracy and large-scale projects like canals and fortifications. The most significant surviving text is the Jiuzhang suanshu (Nine Chapters on the Mathematical Art), a compilation of 246 problems and algorithms drawn from earlier traditions but standardized during the Han period, likely around 100 BCE to 50 CE, for training civil servants.^[3]^[18] This work covered arithmetic operations with fractions using a common denominator method, proportions for taxation and resource allocation, and geometric formulas for fields, circles (approximating π as 3), and volumes of solids like cylinders and pyramids.^[19]^[20] A hallmark innovation was the fangcheng procedure in Chapter 8, an algorithmic method for solving systems of linear equations up to sizes like 4x4, resembling modern Gaussian elimination by row reduction on counting rods arranged in arrays, though without abstract variables or proofs.^[3]^[21] Calculations relied on rod calculus, using bamboo rods on a board for decimal place-value arithmetic, enabling handling of positive and deficit quantities (interpreted as negatives in later commentaries).^[17] Chapter 9 applied the gougu theorem (Pythagorean theorem) to right triangles for surveying distances, such as in the "sea island" problem estimating heights and widths from angles.^[22] These methods prioritized empirical rules over deductive geometry, supporting Han engineering feats like accurate flood control and agricultural planning, but lacked the axiomatic rigor of contemporaneous Greek mathematics.^[21] The Jiuzhang suanshu influenced subsequent Chinese mathematics for centuries, with annotations by Liu Hui (3rd century CE) providing derivations, though core Han contributions remained algorithmic and problem-oriented.^[17] Evidence of computing devices like early abaci or counting boards appears in Han records, aiding complex divisions and multiplications.^[23]

Developments in the Medieval Period

Three Kingdoms, Jin, and Sixteen Kingdoms

The Three Kingdoms period (220–280 CE), characterized by the division of China into the states of Wei, Shu, and Wu, featured notable mathematical commentary amid political division. Liu Hui (c. 220–280 CE), active in Wei, completed in 263 CE an extensive annotation of The Nine Chapters on the Mathematical Art (Jiuzhang suanshu), offering geometric demonstrations and proofs for its empirical algorithms, thereby shifting Chinese mathematics toward deductive reasoning.^[24] This work addressed deficiencies in Han-era methods by providing theoretical foundations, including iterative refinements for accuracy.^[24] Liu Hui applied the method of exhaustion—successively approximating curves with polygons—to compute π, starting from a regular hexagon and doubling sides up to 3072, yielding bounds of 3.141024 < π < 3.142627, an approximation superior to previous estimates like Zu Chongzhi's later refinement.^[24] He derived exact volume formulas for pyramids, prisms, cylinders, and spheres using Cavalieri-like principles and integration precursors, such as summing cross-sections.^[24] In geometry, he proved gougu theorems (right-triangle relations) via rearrangement and similarity, and extended surveying in the Sea Island Mathematical Manual (Haidao suanjing) with techniques for inaccessible distances using base angles and proportions.^[25] The Jin dynasty (265–420 CE), encompassing Western Jin unification and Eastern Jin retreat southward, and the concurrent Sixteen Kingdoms (304–439 CE) of northern fragmentation by non-Han groups, saw diminished innovation due to incessant conflict, with surviving texts prioritizing practical computation over theory.^[25] The Mathematical Classic of Master Sun (Sunzi suanjing), composed circa 400 CE by Sun Zi (c. 400–460 CE) during late Eastern Jin or transitional turmoil, focused on arithmetic for taxation, calendars, and commerce, featuring fraction manipulations and linear problems.^[26] A hallmark of the Sunzi suanjing is its modular problem—"We have an unknown number of things... divided by 3 remainder 2, by 5 remainder 3, by 7 remainder 2"—solvable via successive substitutions, constituting the earliest explicit Chinese Remainder Theorem instance, predating its formalization elsewhere.^[26] This era's mathematics, preserved amid chaos, emphasized counting-rod operations and applied solutions, bridging to Tang compilations without major algebraic or geometric breakthroughs.^[25]

Tang dynasty

During the Tang dynasty (618–907), Chinese mathematics focused on the preservation, annotation, and practical application of earlier traditions, particularly in service to astronomy, calendrical science, and imperial administration. The establishment of the Suanxue (School of Computations) under the Sui was continued, training officials in arithmetic for bureaucratic examinations and state projects.^[27] Mathematical knowledge emphasized algorithmic procedures for solving linear and quadratic equations, volumetric calculations, and surveying, drawing from Han classics like the Nine Chapters on the Mathematical Art. This era saw no fundamental theoretical breakthroughs comparable to those in prior or subsequent dynasties, but rather systematic compilation to standardize practices amid political unification.^[28] A notable contribution came from Wang Xiaotong (fl. c. 580–640), who presented his Jigu suanjing ("Continuation of Ancient Mathematics") to Emperor Taizong around 626. This treatise, comprising 20 problems divided into chapters on miscellaneous computations, resource allocation, and military logistics, advanced the handling of cubic equations derived from solid geometry. For instance, Wang addressed volumes of intersecting spheres (e.g., finding a spherical segment's radius given heights and diameters) and cylindrical excavations using ad hoc algebraic manipulations and numerical iteration, often reducing problems to solvable forms like x^3 + a x = b. His methods built on geometric dissection and rhetorical algebra, enabling precise approximations without symbolic notation, and the work was later included in the Tang canon.^[29]^[30]^[31] Li Chunfeng (602–670), director of the Imperial Astronomical Bureau from 627, oversaw a major editorial project culminating in the Shibu suanjing ("Ten Mathematical Classics") in 656. This imperial compilation assembled and annotated ten (or more) pre-Tang treatises—including the Nine Chapters, Sunzi suanjing, Xiahou Yang suanjing, and Zhang Qiujian suanjing—with commentaries by Li and colleagues like Liang Shu. The effort standardized mathematical texts for educational use, correcting errors and clarifying procedures for quadratic interpolation (chajin) and root extraction. Li's astronomical applications extended these techniques to calendar reform, as in the Linde calendar of 665, which refined solar-lunar alignments using fractional periods and predictive algorithms.^[32]^[27]^[33] These developments reflected mathematics' utilitarian role in Tang governance, supporting engineering like canal construction and tax assessments, though innovation remained constrained by reliance on inherited methods. The Ten Classics endured as a core curriculum until the Song dynasty, when renewed theoretical inquiry emerged.^[15]^[27]

Song and Yuan dynasties

The Song dynasty (960–1279) marked a period of renewed mathematical activity in China, characterized by advancements in algebra and numerical methods, supported by the widespread use of printing for disseminating texts.^[25] Mathematicians built upon earlier works like the Nine Chapters on the Mathematical Art, focusing on practical problem-solving in astronomy, engineering, and administration.^[25] Jia Xian (c. 1010–1070) contributed to root extraction and binomial expansions by employing a triangular array of coefficients, allowing computation of powers up to (a + b)^6, predating similar Western developments.^[34] His Shi suan (lost but referenced in later texts) demonstrated these via successive approximations, using rod numerals arranged in a form akin to Pascal's triangle.^[34] In the mid-13th century, Qin Jiushao (1202–1261) published Shushu jiuzhang (Mathematical Treatise in Nine Sections) in 1247, which included the first complete statement and proof of the Chinese remainder theorem for solving simultaneous congruences with coprime moduli.^[35] He also devised a general algorithm for finding roots of polynomials up to degree 10, equivalent to Horner's method, applied to problems in surveying and astronomy; this involved synthetic division without explicit division symbols until the end.^[35] Qin introduced the positional zero symbol to clarify calculations.^[35] Yang Hui (fl. 1261–1275), active during the late Song, elaborated on binomial coefficients in his Xiangjie jiuzhang suanfa (Detailed Explanations of the Nine Chapters), providing the earliest extant Chinese diagram of the triangle and its use in extracting higher roots.^[36] He explored magic squares of orders up to 5 and methods for figurate numbers, enhancing computational geometry.^[36] The Yuan dynasty (1271–1368) sustained algebraic progress under Mongol administration, with Zhu Shijie (c. 1249–1314) authoring Siyuan yujian (Jade Mirror of the Four Unknowns) around 1303.^[37] This text introduced tian yuan shu extensions to four variables (heaven, earth, human, matter), solving systems via a higher-dimensional Horner's method, including polynomials up to degree 14.^[37] Zhu's work featured 246 problems with solutions, emphasizing indeterminate equations and series, representing the peak of traditional Chinese polynomial algebra.^[37]

Later Imperial Stagnation

Ming dynasty

Mathematics during the Ming dynasty (1368–1644) experienced stagnation relative to the innovations of the Song and Yuan eras, with scholarly focus narrowing to practical arithmetic for bureaucracy, commerce, and engineering rather than theoretical advancements.^[38] Computational methods emphasized the suanpan abacus, which achieved peak popularity as the standard tool for multi-digit operations, multiplication, division, and root extraction in daily and official use.^[39] Cheng Dawei (1533–1606), a scholar from Anhui, compiled the Suanfa tongzong ("Systematic Treatise on Arithmetic") in 1592, a comprehensive 700-page manual synthesizing earlier techniques into accessible rod and abacus algorithms for solving linear and quadratic equations, proportions, and mensuration problems.^[40] The text included sections on magic squares up to order 9, calendar calculations, and commercial applications, such as interest computation and exchange rates, reflecting Ming economic expansion.^[41] Widely reprinted over 50 times and exported to Korea and Japan, it standardized vernacular arithmetic education but introduced no novel theorems.^[40]^[39] In the late Ming, from 1582 onward, Jesuit missionaries facilitated the influx of European mathematics, prioritizing geometry and astronomy to aid calendar reform amid discrepancies in traditional predictions.^[42] Xu Guangqi (1562–1633), a high official, collaborated with Jesuit Matteo Ricci and Michele Ruggieri to translate the first six volumes of Euclid's Elements as Jihe yuanben ("Source of Geometry") in 1607, introducing deductive proofs, axioms, and constructions for triangles, circles, and polygons—concepts alien to indigenous inductive methods.^[42] This work, supplemented by spherical trigonometry from Clavius's texts, enabled precise surveying and gunnery but faced resistance from traditionalists favoring empirical heuristics over abstract rigor.^[43] Adoption remained marginal until the Qing, as Ming court priorities emphasized Neo-Confucian orthodoxy over foreign novelties.^[44]

Qing dynasty

During the Qing dynasty (1644–1912), Chinese mathematics exhibited limited original innovation compared to preceding eras, with scholarly activity centering on the elucidation of classical texts and selective engagement with Western concepts introduced via Jesuit missionaries. The Kangxi Emperor (r. 1661–1722) personally studied Euclidean geometry, trigonometry, and calculus under Jesuits like Ferdinand Verbiest and Thomas Gouye, leading to the compilation of imperial mathematical manuals such as the Qiyuan (Origins of Numbers) in 1673, which incorporated spherical trigonometry for astronomical purposes.^[45] This period marked an initial influx of European methods, yet native scholars often critiqued them as derivative of ancient Chinese precedents, fostering a conservative synthesis rather than wholesale adoption. Mei Wending (1633–1721), a leading mathematician of early Qing, exemplified this approach through works like Jihe tongjie (1713), a geometric treatise that harmonized traditional proofs—such as those for the Gougu theorem (Pythagorean theorem)—with Jesuit-influenced diagrams while asserting the sufficiency of indigenous methods for practical computations. Mei advanced solutions to simultaneous linear equations using tian yuan techniques and contributed to calendar reform, but his efforts prioritized rehabilitation of Song-Yuan traditions over novel abstractions. His grandson Mei Juecheng (1681–1763) extended this by editing imperial astronomical compendia, yet the dynasty's emphasis on orthodoxy via civil examinations marginalized sustained mathematical inquiry.^[46]^[47] By the mid-19th century, external pressures from conflicts like the Opium Wars prompted renewed interest in Western mathematics for military and technical applications. Li Shanlan (1811–1882), collaborating with missionary Alexander Wylie, translated Euclid's Elements (books 1–6, 1858) and algebra texts, introducing symbolic notation adapted from Chinese radicals. Independently, Li derived over 70 summation formulas, including closed forms for \sum k^m up to m=5 using finite differences, and refined approximations for \pi via inscribed polygons, bridging traditional infinite series with European analysis.^[48] These translations, alongside Li's Fangcheng shu on equation solving, laid groundwork for modernization, though widespread institutional reform awaited the Republican era.^[49]

Characteristic Methods and Innovations

Arithmetic and Computational Techniques

Ancient Chinese arithmetic primarily utilized counting rods (chousuan) arranged on a surface to represent numbers in a decimal place-value system, enabling efficient manipulation for addition, subtraction, multiplication, and division without requiring a symbol for zero.^[50] This rod calculus supported algorithmic computations, including handling fractions as ratios and performing operations on large numbers through positional shifts.^[51] Bamboo strips from circa 310 BCE reveal the earliest known decimal multiplication table, demonstrating systematic tabulation for products up to 100 by 100.^[52] The Nine Chapters on the Mathematical Art (Jiuzhang suanshu), a Han dynasty compilation from the 1st century BCE to 1st century CE, integrates arithmetic techniques into practical problem-solving, such as proportion calculations (yongcheng) and fraction reductions, presupposing proficiency in the four basic operations via rods.^[3] Multiplication methods, often termed "vertical and horizontal," involved duplicating factors and summing partial products, while division employed trial-and-error adjustments refined through excess and deficiency analysis.^[53] The Sunzi Suanjing (ca. 200–400 CE) provides explicit step-by-step algorithms for multiplication and division using rods, including handling remainders and verifying results through inverse operations.^[25] Fractions were expressed as numerator over denominator without a bar, and decimal fractions emerged early, with computations treating them as scaled integers on the rod board.^[54] By the Tang dynasty, these methods extended to square and cube roots via iterative approximations.^[51] The suanpan abacus, documented from the 2nd century BCE, enhanced computational speed with beads representing 5 and 1 units per rod, facilitating mental carry-over for complex arithmetic and supplanting rods for everyday use by the Song dynasty.^[55] Skilled operators could perform divisions and multiplications rapidly, equivalent to modern electronic calculators for basic operations.^[56] These techniques emphasized procedural efficiency over symbolic abstraction, aligning with bureaucratic and commercial demands.^[19]

Algebra and Equation Solving

Chinese algebra emphasized numerical algorithms for equation solving, rooted in practical applications like taxation and engineering, with early recognition of negative quantities as "false" or debt positions in rod numeral systems dating to around 200 BCE.^[57] In the Nine Chapters on the Mathematical Art, compiled during the Han dynasty circa 100 CE, the "Fangcheng" chapter introduced a systematic procedure for solving simultaneous linear equations using a square coefficient array augmented with constants, applying row reductions through multiplication and subtraction to achieve upper triangular form, predating similar Western methods by over 1,500 years.^[3]^[58] This method accommodated negative coefficients explicitly, treating them as subtractions from positive "gains."^[59] By the Tang dynasty, Wang Xiaotong's Jigu suanjing (circa 626 CE) advanced cubic equation solving, providing geometric constructions for depressed cubics of the form x^3 + px + q = 0, though limited to specific positive root cases without general symbolic resolution.^[25] During the Song dynasty, Jia Xian (circa 1050) developed the "zeng chang kaifang" (additive-multiplicative) algorithm for extracting roots of polynomials up to fourth degree, employing successive approximations via binomial expansions that anticipated Horner's synthetic division scheme.^[34] This iterative process expanded the binomial (a + x)^n to match coefficients, enabling numerical solutions without algebraic factorization.^[60] Qin Jiushao's Shushu jiuzhang (1247) extended these techniques to arbitrary-degree polynomials up to tenth order through the "da yan qiu yi" (greatest expansion method), an iterative approximation algorithm that systematically tests trial roots and refines via polynomial evaluation, equivalent to modern Horner's method for efficient computation.^[61] Qin's approach handled irrational roots numerically, as demonstrated in his solution to a fourth-degree equation yielding \sqrt{237}, and incorporated congruence conditions for integer solutions.^[25] These methods prioritized verifiable numerical outcomes over abstract proofs, reflecting a focus on computational reliability for calendrical and surveying problems, though they lacked the symbolic generality later formalized in Islamic and European algebra.

Geometry, Trigonometry, and Approximations

Ancient Chinese geometry emphasized practical computations for areas, volumes, and right triangles, as detailed in foundational texts like the Nine Chapters on the Mathematical Art, compiled around the 1st century AD. This work includes methods for calculating rectangular, circular, and triangular areas, as well as volumes of pyramids, cylinders, and spheres using empirical formulas without axiomatic derivations.^[3] The Zhoubi Suanjing, dating to the 1st century BC or later, introduces the gougu theorem—equivalent to the Pythagorean theorem—stating that in a right triangle, the square of the hypotenuse equals the sum of the squares of the other two sides, applied to astronomical alignments and surveying. Visual proofs, such as the xuan tu diagram, rearrange right triangles around a square to demonstrate the relation empirically. Liu Hui, in his 3rd-century AD commentary on the Nine Chapters, advanced geometric rigor by providing dissected diagrams and limit arguments for volumes and areas, including a polygonal method to approximate the circle's area. Starting from a hexagon, he iteratively doubled sides up to 192, yielding π ≈ 3.14159, surpassing earlier estimates like 3.14 from the Nine Chapters.^[62] His approach used recursive formulas based on the Pythagorean theorem to compute side lengths, achieving precision through exhaustive calculation rather than infinite series.^[63] Surveying techniques in Liu Hui's Sea Island Mathematical Manual (263 AD) employed similar triangles to measure inaccessible distances, such as island widths from shore baselines, effectively applying proportional geometry akin to early trigonometry. For instance, given two sightings and a known baseline, heights and distances were solved via cross-multiplication, enabling applications in civil engineering and astronomy.^[64] Trigonometric developments emerged later; Shen Kuo in the 11th century analyzed chord lengths and arc measures, laying groundwork for spherical computations in calendrical astronomy. Guo Shoujing in the 13th century formalized spherical trigonometry, using functions for great-circle arcs and angles to refine the Chinese calendar, building on Shen's arc-length formulas for precise planetary positioning.^[65] Zu Chongzhi, around 480 AD, refined π approximations using Liu Hui's method with a 24,576-sided polygon, bounding π between 3.1415926 and 3.1415927—accurate to seven decimal places—and proposing the fraction 355/113 as a practical ratio, unmatched until the 10th century in Islamic mathematics.^[5] These efforts prioritized computational utility for engineering and astronomy over abstract theory.^[66]

Cultural and Philosophical Foundations

Influence of Bureaucratic Examinations and Practical Needs

The imperial bureaucracy of ancient China necessitated mathematical proficiency for tasks such as land surveying, taxation, irrigation management, and calendar computation, fostering the development of algorithmic techniques tailored to administrative efficiency rather than abstract theorizing. Texts like the Nine Chapters on the Mathematical Art (c. 1st century CE), compiled for governmental use, emphasized practical problem-solving in areas including linear equations for resource allocation and fractional computations for equitable division of harvests and payments.^[25] These methods, executed via counting rods, enabled precise handling of complex bureaucratic calculations, such as determining field areas under varying tax rates or resolving disputes over shared waterways, thereby prioritizing causal efficacy in empirical applications over deductive proofs.^[67] The keju (imperial examination) system, formalized during the Sui (581–618 CE) and Tang (618–907 CE) dynasties, incorporated mathematics as a examinable subject alongside classics and law, particularly for roles in fiscal and astronomical administration. Tang regulations mandated familiarity with computational canons like the Sunzi Suanjing (c. 3rd–5th centuries CE) and Wucao Suanjing, which covered arithmetic progressions, congruences for calendar adjustments, and proportion problems relevant to state granary distributions.^[68] In 656 CE, Emperor Taizong commissioned annotations of ten mathematical classics to standardize exam content, ensuring candidates could apply these to practical scenarios like predicting eclipses or apportioning corvée labor, though mathematics constituted a minor portion compared to Confucian erudition.^[27] This selective emphasis reinforced a tradition of rote algorithmic mastery, as seen in the Sunzi Suanjing's Chinese Remainder Theorem precursor for modular scheduling of military supplies, but discouraged innovation beyond verifiable administrative utility.^[69] Over subsequent dynasties, while keju increasingly favored literary and ethical knowledge—marginalizing mathematics by the Ming (1368–1644 CE)—persistent practical demands sustained advancements in areas like hydraulic engineering and census tabulation, evident in Song-era (960–1279 CE) state-sponsored almanacs requiring iterative approximations for flood control.^[67] This bureaucratic orientation, rooted in the empire's vast scale and centralized control, yielded robust numerical tools but limited pursuit of general principles, as mathematical works were often commissioned reactively for imperial edicts rather than speculative inquiry.^[25] The system's causal realism—deriving methods from observable needs like equitable revenue collection—contrasted with contemporaneous Western emphases on geometric abstraction, contributing to China's early leads in computational accuracy for applied domains.^[69]

Absence of Axiomatic Proofs and Abstract Theory

Ancient Chinese mathematical texts, such as the Nine Chapters on the Mathematical Art (compiled around 100 BCE–100 CE), primarily presented algorithmic procedures for solving specific problems in arithmetic, algebra, and geometry, without establishing a foundational axiomatic system or deriving theorems deductively from postulates.^[25] These works emphasized practical computation for applications like taxation, surveying, and astronomy, offering step-by-step methods verified through examples or geometric dissections rather than abstract logical deduction.^[70] In contrast to Euclid's Elements (c. 300 BCE), which begins with undefined terms, postulates, and common notions to build theorems systematically, Chinese mathematics lacked such a hierarchical structure, resulting in isolated techniques rather than interconnected theoretical frameworks.^[70] Liu Hui (fl. 263 CE), in his commentary on the Nine Chapters, introduced justificatory arguments for procedures, such as proving the volume of a pyramid through iterative dissection into smaller units or using limits to approximate areas, but these remained tied to specific algorithms and did not form a general axiomatic basis.^[71] His "principle of congruency by addition and subtraction" allowed geometric equivalences via subdivision, providing empirical validation rather than deductive necessity from primitives.^[72] Similarly, later works like those of Zu Chongzhi (429–500 CE) advanced approximations (e.g., π between 3.1415926 and 3.1415927) through polygonal methods, but without abstract proofs independent of computational verification.^[25] This approach prioritized efficacy in finite cases over universal theorems, limiting abstraction and generalization beyond applied contexts.^[73] Philosophical and institutional factors contributed to this orientation. Confucian emphasis on practical governance and correlative cosmology favored inductive pattern recognition and utility over speculative deduction, viewing mathematics as a tool for harmony in state administration rather than pure inquiry.^[74] The decline of Mohist logical traditions by the Han dynasty (206 BCE–220 CE) further eroded formal argumentation, while the imperial examination system reinforced rote mastery of computational techniques for bureaucratic roles, discouraging theoretical innovation.^[75] Unlike Greek city-states, where mathematics intertwined with philosophical disputation, Chinese scholarship integrated math into encyclopedic compendia for officials, sidelining abstract theory amid a holistic worldview that integrated numbers with natural cycles rather than isolating them analytically.^[73] This practical focus yielded sophisticated methods—e.g., Gaussian elimination precursors—but constrained development of fields like abstract algebra or rigorous geometry until Western contact.^[76]

Western Influences and Modernization

Introduction of Western Mathematics

The introduction of Western mathematics to China began in the late Ming dynasty through Jesuit missionaries, who sought to facilitate cultural exchange and Christian proselytization by demonstrating the practical and intellectual value of European scientific knowledge. Matteo Ricci, arriving in China in 1583, collaborated with the scholar-official Xu Guangqi to translate the first six books of Euclid's Elements into Chinese as Jihe Yuanben (Geometry Original), completed in 1607 based on Christopher Clavius's Latin edition; this marked the first systematic presentation of axiomatic geometry in China, emphasizing deductive proofs over empirical methods prevalent in native traditions.^[77]^[78] Other Jesuits, such as Jan Mikołaj Smogulecki and Johann Schreck, introduced elements of trigonometry, logarithms, and spherical geometry in works like Tongwen suanzhi (1614), which adapted Hindu-Arabic numerals and positional notation for Chinese readers, contrasting with the rod calculus used domestically.^[79]^[42] During the early Qing dynasty, Jesuit influence persisted under imperial patronage, particularly with the Kangxi Emperor (r. 1661–1722), who studied Euclidean geometry, algebra, and calculus from missionaries like Thomas Pereira and Joachim Bouvet, leading to court-sponsored translations and the integration of Western astronomy for calendar reform.^[80] However, native scholars like Mei Wending (1633–1721) critiqued and selectively adapted these imports, prioritizing compatibility with Confucian empiricism over abstract formalism, which limited deeper axiomatic adoption until the 19th century.^[43] The 19th century accelerated introductions amid military defeats in the Opium Wars (1839–1842, 1856–1860), prompting the Self-Strengthening Movement to incorporate Western techniques for modernization. Protestant missionaries, including Alexander Wylie, partnered with Chinese mathematicians like Li Shanlan to translate advanced texts: from 1858–1859, they rendered the remaining nine books of Euclid's Elements (VII–XV) into Chinese, drawing on Henry Billingsley's 1570 English version, alongside works on algebra and trigonometry that introduced symbolic notation and polynomial equations.^[81]^[49] Figures like Zeng Guofan (1811–1872) endorsed these efforts, establishing institutions such as the Jiangnan Arsenal (1865) for technical education, where Western arithmetic and geometry supplanted traditional methods in naval and military curricula, though resistance persisted due to cultural preferences for practical computation over theoretical rigor.^[82] This era laid groundwork for hybrid curricula, blending imported symbolic algebra with indigenous problem-solving heuristics.

Republican Era Transitions

The Republican era (1912–1949) marked a pivotal shift in Chinese mathematics from traditional computational techniques rooted in texts like the Nine Chapters on the Mathematical Art to Western-style abstract and axiomatic approaches, driven by educational reforms and the return of scholars trained abroad. Following the 1911 Revolution, the new Republic's Ministry of Education prioritized modernization, incorporating Euclidean geometry, algebra, and calculus into secondary and university curricula by the 1920s to align with global scientific standards and support industrialization.^[83] This transition emphasized proof-based reasoning over algorithmic methods, though practical computation via abacus retained utility in applied contexts.^[84] Xiong Qinglai (1893–1969), after earning a doctorate in Paris in 1920, became instrumental in this importation, founding China's first modern mathematics department at Nanjing Higher Normal School (now Southeast University) in 1920 and authoring textbooks that integrated French analytic traditions into Chinese pedagogy.^[85]^[84] Self-taught prodigy Hua Luogeng (1910–1985) exemplified the era's talent emergence, advancing analytic number theory—such as his 1938 work on Waring's problem—while bridging traditional Chinese methods with Western rigor at institutions like Tsinghua University, where he joined in 1938.^[86] These figures, often trained in Europe or Japan, trained successors and published in emerging journals, fostering a nascent research community amid warlord fragmentation.^[84] Universities like Tsinghua (university status 1925) and Peking established departments modeling Western models, with curricula drawn from American and European texts; Tsinghua's mathematics program, bolstered by Boxer Indemnity-funded study abroad, produced early PhDs by the 1930s.^[85] The Chinese Mathematical Society, founded in Shanghai on July 25, 1935, with 54 initial members, institutionalized collaboration, launching Acta Mathematica Sinica in 1936 to disseminate research in topology, algebra, and analysis.^[87]^[88] Despite progress—evidenced by contributions to international conferences and domestic theorems—the transition faced disruptions from the Sino-Japanese War (1937–1945) and civil strife, displacing scholars to southwestern "rear areas" like Kunming, where provisional academies sustained teaching.^[83] By 1949, Chinese mathematics had produced globally recognized work in geometry (e.g., Shiing-Shen Chern's 1946 thesis) but remained institutionally fragile, with fewer than 100 professional mathematicians amid a population of over 450 million.^[84] This era laid groundwork for postwar expansion, prioritizing rigor over traditional empiricism while preserving computational prowess.^[86]

People's Republic of China: Post-1949 Challenges and Reforms

Following the establishment of the People's Republic of China in 1949, mathematics education and research initially adopted a Soviet model under the Sino-Soviet alliance, emphasizing rigorous proof-based curricula and state-directed organization of scientific institutes.^[89] This approach involved translating Soviet textbooks and aligning university programs with Moscow's priorities, such as prioritizing applied mathematics for industrial needs over pure theory, which shaped early institutional structures like the Chinese Academy of Sciences' mathematics divisions.^[90] However, this imitation led to rigid, ideologically filtered content that sidelined pre-1949 Chinese traditions and Western influences, fostering dependency on Soviet advisors until the alliance fractured in the late 1950s.^[91] The Great Leap Forward (1958–1962) and subsequent Cultural Revolution (1966–1976) imposed severe challenges, halting advanced mathematical research and education through political campaigns that persecuted intellectuals and dismantled academic hierarchies.^[92] Universities ceased normal operations for years, with leading mathematicians like Hua Luogeng redirecting efforts toward mass popularization of basic arithmetic for workers and peasants, while higher-level work in fields like number theory stagnated due to "anti-rightist" purges and the destruction of libraries and textbooks.^[93] Enrollment plummeted, and ideological critiques labeled abstract mathematics as "bourgeois," resulting in a lost generation of scholars; by 1976, China's mathematical output had effectively regressed, with minimal international contributions beyond isolated efforts by figures like Chen Jingrun on Goldbach's conjecture.^[94] Post-Mao reforms initiated under Deng Xiaoping from 1978 onward addressed these disruptions by restoring merit-based systems and prioritizing science for economic modernization.^[95] The national college entrance examination (gaokao) was reinstated in 1977, enabling selective admission to mathematics programs and rapidly increasing enrollment from under 150,000 university students in 1977 to over 1 million by 1985, with curricula shifting toward Western-style rigor in algebra and analysis.^[96] De-Sovietization efforts in the 1980s emphasized research-oriented universities, international exchanges, and practical applications, such as operations research for industry, though political oversight persisted, limiting pure mathematics until the 1990s.^[97] These changes boosted foundational training but faced ongoing hurdles like uneven regional access and rote-learning emphases, as evidenced by textbook reforms introducing problem-solving modules by the early 2000s.^[98]

Contemporary Achievements and Criticisms

Research Output and International Recognition

China's output in mathematics publications has expanded significantly alongside its broader scientific production, with Chinese-authored papers comprising a growing share of global mathematics research. In fields encompassing mathematics, China accounted for a substantial portion of STEM publications by 2021, surpassing the United States in volume while trailing in per-paper citation impact.^[99] Specific bibliometric analyses indicate that Chinese mathematics journals, such as Science China Mathematics, maintain respectable metrics, including an h-index of 47 as of recent evaluations, reflecting accumulated citations for influential works.^[100] However, quantitative dominance is tempered by patterns of high domestic self-citation, with over 57% of citations to Chinese papers originating within China, higher than for other major producers like the US, potentially inflating apparent influence in global rankings.^[101] International recognition for individual Chinese mathematicians remains modest at the highest levels compared to output volume. Shing-Tung Yau, born in mainland China, received the Fields Medal in 1982 for contributions to partial differential equations and geometry, marking the first such award to an ethnic Chinese mathematician.^[102] No mainland Chinese researcher has won a Fields Medal since, nor have Chinese nationals claimed the Abel Prize or multiple Wolf Prizes in mathematics, with Yau securing the latter in 2010.^[103] Community-specific honors, such as the International Congress of Chinese Mathematicians (ICCM) Gold Medal awarded to Peking University's Ding Jian in 2022 for advances in probability theory, highlight internal acclaim but limited penetration into broader international prizes dominated by Western institutions.^[104] Efforts to elevate global standing include institutional initiatives, with Yau leading preparations for hosting the International Congress of Mathematicians in 2030, signaling ambitions for greater visibility.^[105] Rankings of top mathematics scientists in China, based on metrics like h-index and citations, feature numerous researchers from institutions such as Peking and Tsinghua Universities, indicating pockets of high-caliber work amid the volume.^[106] Yet, analyses underscore a persistent gap in transformative breakthroughs relative to quantity, attributable in part to systemic emphases on publication metrics over depth, as evidenced by citation concentration patterns.^[101]

Education System and Competition Performance

China's K-12 mathematics education is structured within a nine-year compulsory system, followed by three years of senior secondary education, with mathematics as a core subject emphasizing foundational skills, logical reasoning, and problem-solving from primary levels onward.^[107] The primary curriculum covers arithmetic, basic geometry, and introductory algebra, requiring students to pass mathematics examinations for graduation, while senior secondary education divides mathematics into foundation, professional, and advanced modules to prepare for university entrance via the gaokao, where mathematics constitutes a significant portion of the score.^[108] Instruction typically involves large classes of 40-60 students, teacher-led lectures, extensive drill practice, and homework, fostering proficiency in computation and pattern recognition over exploratory learning.^[109] This system integrates competitive elements early, with national and provincial mathematics olympiads serving as talent identifiers for advanced training programs, drawing from a vast student pool of over 200 million K-12 enrollees.^[110] Specialized olympiad coaching, often outside regular schooling, emphasizes rigorous problem-solving techniques tailored to contest formats, contributing to exceptional performance in international arenas. China has dominated the International Mathematical Olympiad (IMO) since its first participation in 1985, securing 191 gold medals, 37 silver, and 6 bronze across 40 participations, with teams frequently achieving top rankings and perfect scores, as in 2022 when all six members scored 42/42.^[111]^[112] In the 2025 IMO, China again claimed first place with a team score of 231 out of 252, including three perfect scores.^[113] Similarly, in assessments like PISA 2022, students from select provinces (Beijing-Shanghai-Jiangsu-Zhejiang) led in mathematics with scores over 100 points above OECD averages, though these represent urban elites rather than national averages.^[114]^[115] In TIMSS, Chinese participants consistently rank among top performers in grades 4 and 8 mathematics, reflecting strengths in applied problem-solving.^[116] While this approach yields superior results in rule-bound competitions requiring speed and accuracy, analyses note its orientation toward replicable techniques may prioritize exam preparation over novel applications, though empirical success in olympiads underscores effective talent cultivation from a competitive base.^[110]

Limitations in Creativity and Long-Term Innovation

Despite substantial growth in mathematical research output, with China publishing over 20% of global mathematics papers by 2020, critics highlight persistent challenges in nurturing original creativity and sustaining long-term breakthroughs, attributing these to an education system prioritizing rote memorization and exam performance over divergent thinking.^[117] The gaokao university entrance exam, which determines access to elite institutions, emphasizes algorithmic problem-solving and standardized techniques, often at the expense of exploratory or abstract reasoning, fostering a risk-averse approach that discourages questioning established methods.^[118] This structure yields strong results in international competitions like the International Mathematical Olympiad, where Chinese teams have dominated since the 1980s, but it correlates with lower scores on creativity assessments, such as those measuring fluency, flexibility, and originality in mathematical tasks.^[119] Empirical comparisons underscore this gap: in a 2014 study of secondary students, Chinese participants excelled in conventional mathematics performance but scored lower on creativity potential measures compared to Australian peers, linking the disparity to cultural emphases on conformity and closure in cognition rather than open-ended innovation.^[119] Similarly, analyses of high school textbooks reveal that Chinese curricula allocate less space to tasks promoting creative thinking, such as problem posing or novel applications, relative to counterparts in Western nations, reinforcing a focus on reproduction over generation of ideas.^[120] These educational patterns extend to higher levels, where institutional pressures for quantifiable outputs—measured by publication volume rather than paradigm-shifting contributions—limit deep, speculative pursuits, as noted by mathematician Shing-Tung Yau, who has critiqued China's mathematics research as remaining at a "World War II level" in foundational advances despite numerical dominance.^[117] The scarcity of landmark innovations reflects these dynamics: as of 2025, no mathematician affiliated with a mainland Chinese institution has received the Fields Medal, the highest honor in the field, with ethnic Chinese laureate Yau attributing the absence to insufficient emphasis on creative, independent research environments and a brain drain of talent to Western institutions.^[121] While China has solved specific long-standing problems, such as aspects of the Kervaire invariant in 2025 using computational methods, such achievements often build incrementally on existing frameworks rather than originating transformative theories, highlighting a reliance on scale and application over axiomatic or conceptual leaps.^[122] Long-term innovation is further hampered by systemic factors, including limited tolerance for failure in funding allocations and a cultural legacy of practical computation over abstract generalization, which, per Yau, impedes the production of globally influential paradigms akin to those from Euclidean or post-Renaissance traditions.^[121] Reforms aimed at incorporating creative pedagogies, such as project-based learning in select schools, show promise but remain marginal amid entrenched exam-driven priorities.^[123]

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During this period, which featured the “Great Leap Forward” and the “Culture Revolution”, education in China was a disaster. ... effect on Chinese mathematics ...<|separator|>
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China's education: 40 years of epic achievements
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[PDF] Education in China Since Mao - ERIC
The most significant change in higher education since the Autumn of 1976 has been the reintroduction of the nationally unified college entrance examinations, ...<|separator|>
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De-Sovietization reforms of China's higher education in the 1980s ...
Sep 5, 2022 · Deng Xiaoping put forward that “key universities are not only the center of teaching, but also the center of research. The scientific research ...
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[PDF] china's recent curriculum reform: progress and problems - ERIC
Although the curriculum of basic education in China has experi- enced several waves of change since the founding of the People's Repub- lic of China in 1949, ...
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[PDF] Comparing the United States' and China's Leading Roles in ... - CSET
Jun 1, 2021 · In a general view of global scientific research, China leads research publication output in STEM fields, whereas the. United States leads in ...<|separator|>
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Science China Mathematics - SCImago
Research papers report on important original results in all areas of mathematics. ... citations received by a journal's published documents during the ...
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China's scientists often cite work from their own nation. Is ... - Science
Sep 25, 2024 · Papers produced in China received 57% of their citations from within China, the largest proportion among the countries studied, the researchers ...
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Fields Medalist reveals the key to China's rise in math
Apr 12, 2023 · Shing-Tung Yau, an internationally renowned mathematician and the first ethnic Chinese to win the Fields Medal, crowned as the Nobel Prize in maths, in 1982.
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CAS Foreign Academician Wins Wolf Prize in Mathematics
Feb 4, 2010 · Shing-Tung YAU, foreign academician of the Chinese Academy of Sciences, won the 2010 Wolf Prize in Mathematics for his achievements in ...Missing: top | Show results with:top
[106]
Top Awards for Chinese Mathematicians Presented During 9th ICCM
Aug 2, 2022 · This year, the ICCM Gold Medal of Mathematics, recognized as the highest achievement for Chinese mathematicians, went to Ding Jian from Peking ...
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Top mathematician Shing-Tung Yau leads China's bid for 2030 ...
Feb 27, 2025 · Yau, the first Chinese to win the Fields Medal for his work in differential geometry, retired from Harvard University in 2022 to teach at ...
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Best Mathematics Scientists in China - Research.com
Compare the best scientists in Mathematics for 2025 in China. Discover Research.com annual Best Mathematics Scientists in China.Missing: 2020-2025 | Show results with:2020-2025
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Chinese Curriculum - FutureSchool
At the primary level, students are taught in nine subject areas, but must pass only exams in Chinese and math to graduate.Mathematics · China Year 6 Mathematics · China Year 12 Mathematics · Literacy
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Senior Secondary Mathematics Education in China - WENR
Jul 1, 2012 · The current math curriculum is composed of three parts: a foundation module, a professional module and an advanced module. The foundation module ...
[111]
Chapter: 1 Comparisons Between Mathematics Education in China ...
The physical layout of Chinese classrooms differs from that of U.S. schools (Figure 1-1). Chinese teachers have much larger classes: typically around twice the ...
[112]
Predicament and outlook of China's math education - PMC - NIH
China has fostered many gold medal winners of the International Mathematics Olympiad, but is also criticized as lacking creativity.
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People's Republic of China - International Mathematical Olympiad
First participation: 1985. Number of participations: 40. Gold medals: 191. Silver medals: 37. Bronze medals: 6. Honourable mentions: 0. General enquiries can ...
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TIL China has won the last 4 International Mathematical Olympiads
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2025 International Mathematical Olympiad results - Maths Society
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PISA is wrong about China - The Thomas B. Fordham Institute
Dec 5, 2024 · Students in Beijing, Shanghai, Jiangsu and Zhejiang (B-S-J-Z) outperformed their peers in other high-performing countries in all three PISA ...
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[PDF] Benchmarking the Performance of China's Education System | OECD
In all four cycles of PISA, Chinese students from these jurisdictions have outperformed the majority of students from other education systems. Even though the ...<|separator|>
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China has problems to solve before its mathematics research can ...
May 8, 2024 · The numbers do not look good for China's current level of mathematics research, according to a leading Chinese-American mathematician.
[120]
Why do Chinese students out-perform those from the West? Do ...
There were widespread perceptions that Chinese students had a propensity for rote learning, which had been found to be associated with poor learning outcomes in ...
[121]
Differences in Mathematical Performance, Creativity Potential, and ...
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Cross-cultural comparison of creative thinking in mathematics ...
This paper provides a framework for analyzing creative thinking tasks in high school math textbooks across different countries.
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Top mathematician says Chinese scientists have no choice but to ...
Dec 8, 2024 · Top mathematician Yau Shing-tung says China needs to foster groundbreaking innovations and creative research.Missing: few | Show results with:few
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Chinese Mathematicians Solve 65-Year Kervaire Mystery and Rock ...
Rating 4.5 (30) Jul 27, 2025 · By leveraging advanced computation, they were able to explore dimensions previously thought inaccessible. This technological approach not only ...
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In China, Some Schools Are Playing With More Creativity, Less ...
Aug 8, 2016 · Local governments are allowing schools to experiment with new teaching methods. Educators hope to develop self-motivated, critical thinkers.