Given that China’s objective in the Taiwan Strait is to achieve sovereignty over Taiwan,
it remains prepared for the possibility of war, even if it does not anticipate immediate
conflict, and thus does not hesitate to employ gray-zone tactics carrying a high risk of
escalation. In the East China Sea, which also involves sovereignty disputes, China prefers
employing high-intensity gray-zone tactics but seeks to avoid provoking military conflict
due to the presence of the U.S.-Japan alliance. In the South China Sea, where multiple
rival claimant states exist, China tends to employ gray-zone tactics that are less likely to
provoke military conflict. By doing so, it allows different countries to interpret its actions
in varying ways, increasing the likelihood of avoiding war (Liao, 2021, pp. 33–35).
Conclusions
Gray-zone strategies are not a newly emergent phenomenon. However, in recent years,
they have re-emerged on the international stage due to Russia’s annexation of Crimea
and China’s increasingly assertive and aggressive behaviors in the Indo-Pacific region.
Nonetheless, including tactics with explicit military characteristics under the definition of
gray-zone strategies risks obscuring the significance of non-military means within gray-
zone operations, as well as their fundamental objective of avoiding open warfare.
Therefore, this paper redefines gray-zone strategies as a country's attempt to change or
influence another country's sovereignty rights or policies through governmental or non-
governmental actions, thereby redefining mutual strategic interests. Based on a review
of the literature, this study identifies five types of non-military gray-zone tactics, ranked
according to their potential to trigger military conflict: narrative warfare, psychological
warfare, legal warfare, mixing of civilian and military activities, and governmental
jurisdiction warfare.
Based on this analysis, this paper examines China’s use of gray-zone tactics in the South
China Sea, East China Sea, and Taiwan Strait, and identifies two key characteristics.
First, China tends to employ military means in response to issues it perceives as serious
violations of its sovereignty, while adopting gray-zone strategies in situations it views as
involving lesser infringements. Second, the greater the impact on its sovereignty, the
more China tends to employ gray-zone tactics that carry a higher risk of provoking
conflict. In contrast, when sovereignty is less affected, it prefers gray-zone tactics that
are less likely to escalate into war. These two characteristics can be attributed to the
different objectives China pursues in the South China Sea, East China Sea, and Taiwan
Strait, as well as variations in the nature and capabilities of its opponents. Consequently,
the effects produced by gray-zone strategies in these three regions also differ.
In the South China Sea, China’s gray-zone strategies have produced evolutionary impacts
on the international order. Although these tactics are non-military in nature, they
implicitly signal the possibility of subsequent military action. Through such psychological
deterrence aimed at undermining the adversary’s will to resist, the actor can gradually
alter the status quo in a 'salami-slicing' manner. For instance, despite winning the 2016
arbitration case on the South China Sea, the Philippines lost control of Scarborough Shoal
due to China’s gray-zone tactics. Yet former President Duterte publicly stated that the
Philippines could not and would not confront China unless it meant going to war. In this
sense, gray-zone strategies function as tools of coercive deterrence, seeking to replace