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Why China's favorability is rising across the Global South_我的网站

一 |     2026 年 8 月消息，索尼集团 CEO 十时裕树（Hiroki Totoki）在接受《华尔街日报》采访时谈及当前全行业内存芯片涨价危机，他表示，这场零部件涨价危机降临的时间点，对于 PS5 而言算是一件幸运的事。根据最新财报，截至 2026 年 6 月 30 日，PS5 全生命周期累计销量已经突破9530 万台，本季度主机销量 160 万台，同比下滑 36%，硬件销售明显进入生命周期后半程。    

    A local train driver receivs a notebook from his Chinese predecessor at the Adama station in Adama City, Ethiopia, Sept. 9, 2023. (Xinhua/Wang Guansen)The global perception landscape is changing. For decades, the United States occupied a dominant position in international public opinion. The latest Pew Research Center survey, however, points to a notable turning point: for the first time in more than two decades, China is viewed more favorably than the United States across a larger number of countries.
What explains China's growing appeal?
For many developing countries, China offers a practical development partnership centered on infrastructure, investment, industrialization, technology transfer and trade. Rather than prescribing a single pathway to modernization, it has generally emphasized allowing countries to pursue development in line with their national priorities.
One reason China's influence has grown is that its development model is highly visible. From Ethiopia's railways to Pakistan's power plants, Chinese-financed projects address everyday development challenges by improving transport, energy security and connectivity. Through the Belt and Road Initiative, China has mobilized nearly 1 trillion U.S. dollars in infrastructure investment, producing projects that citizens can see, use and associate with economic progress.
The distinction lies not only in the scale of investment but also in the evolving priorities of development cooperation. While many Western partners have increasingly emphasized economic security, strategic de-risking, private-sector mobilization and governance reform, China has combined large-scale investment in physical infrastructure with technology transfer, industrial cooperation and human capital development.
At the same time, China has actively promoted trade by expanding market access, including granting zero-tariff treatment to many least-developed countries, deepening currency-swap arrangements, and encouraging the use of local currencies in cross-border trade. Together, these measures seek to strengthen economic connectivity, reduce transaction costs and exchange-rate risks, and create new opportunities for developing countries to integrate into regional and global value chains.
    A container truck, transporting the first batch of imports under China's expanded zero-tariff treatment to 53 African nations, enters Shenzhenwan Port in Shenzhen, south China's Guangdong Province, May 1, 2026. (Xinhua/Mao Siqian)
This integrated approach has produced tangible improvements in productivity, connectivity and local capacity, reinforcing perceptions of China as a long-term development partner.
Equally important is the philosophy underpinning China's engagement. Beijing consistently emphasizes sovereignty, mutual respect and non-interference, maintaining that every country should determine its own political and development path. For many governments across the Global South, this approach is a partnership based on equality rather than political conditionality, allowing them greater policy space to pursue domestic development priorities.
Diplomatic style has also influenced perceptions. Through mechanisms such as the Forum on China-Africa Cooperation and regular engagement with Pacific Island countries, China has committed itself to equality and shared development. For many governments in the Global South, that sense of respect and recognition is not merely symbolic -- it contributes to long-term political trust.
Perhaps the most important nuance is this: the Global South is not becoming anti-American; it is becoming strategically pragmatic. Its foreign policy decisions are increasingly guided by national interests, economic opportunity, and development priorities rather than Cold War-style geopolitical alignment.
The Global South's primary ambition is neither ideological nor geopolitical -- it is developmental. Governments want to create jobs, eliminate poverty, modernize infrastructure, strengthen industrial capacity and improve the quality of life for their citizens. China's transformation over the past four decades, from lifting hundreds of millions of people out of poverty to becoming a global leader in infrastructure, manufacturing and technology, has demonstrated what sustained long-term planning can achieve. Consequently, many developing countries are looking to China not as a model to replicate wholesale, but as a development partner from which they can learn, cooperate and pursue shared prosperity while preserving their own policy autonomy.
This contrast is also reflected in broader policy priorities. At a time when many Western governments are increasingly emphasizing tariffs, export controls, technology restrictions, sanctions and economic security, China has continued to promote infrastructure investment, trade, industrial cooperation, technology partnerships, open-source AI initiatives and greater access to its domestic market. Whether one agrees with either approach or not, many developing countries evaluate partnerships primarily through the lens of economic development and tangible outcomes. That difference in emphasis is helping reshape global perceptions.
    A staff member arranges exhibits at the booth of Nigeria during the 9th China-Eurasia Expo in Urumqi, capital of northwest China's Xinjiang Uygur Autonomous Region, June 25, 2026. (Xinhua/Wang Fei)
The world is changing, and the transition toward a more multipolar international order is becoming increasingly evident. The Global South is no longer a passive participant in world affairs. Its countries are exercising greater strategic autonomy, making decisions according to their own national interests, development priorities and the aspirations of their people. In China, developing countries have found a true friend and good partner.
Editor's note: Maya Majueran serves as the director of the Belt and Road Initiative Sri Lanka, an independent and pioneering organization with strong expertise in Belt and Road Initiative advice and support.
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二 |     十时裕树在采访中表示：“这确实是幸运的。PS5 已经走到主机生命周期后半段，现阶段我们不需要再去激进地推动主机硬件销售。

三 | 与之相比，如何运营现有的用户群体对我们更加重要。目前 PlayStation 整体月活跃用户已经超过 1.25 亿，如何将这些用户变现，是我们业务的重中之重。”注：外媒 Push Square 编辑指出，CEO 此处表述存在概念混淆：1.25 亿是 PlayStation 全平台月活用户，并非 PS Plus 订阅会员数；历史公开数据显示 PS Plus 会员规模长期在 4000‑5000 万区间，二者不能等同。财报数据印证了索尼的战略转向：硬件销量同比下滑，但游戏网络服务板块营收保持稳健，PS Plus 订阅相关收入同比上涨超 20%，软件数字版占比达到 82%。索尼不再依靠卖主机硬件走量，而是转向订阅、数字游戏、DLC 等后向收入，依靠存量用户赚钱。不过媒体同时提醒：内存危机对 PS5 现阶段是利好，但给下一代主机PS6埋下巨大隐患。受 AI 产业抢夺 HBM、DRAM 产能影响，2027 年的内存生产配额已经被全部预定完毕，元器件成本居高不下。

四 | Ampere Analysis 分析师报告测算，如果 PS6 首发定价达到 1000 美元，对比 PS5，主机销量或将直接下滑 40%，整个游戏行业市场规模会萎缩 12%。索尼官方至今尚未敲定 PS6 的发售时间与定价。在芯片成本高企的大环境下，PS5 的产品生命周期或将被进一步拉长，跨代过渡期会比以往主机世代更长。

五 | 但媒体也评论，这套 “吃存量用户” 的商业策略能否长久，取决于索尼能否维持玩家满意度，过去数月 PlayStation 已经经历不少玩家争议，PS3 时代的动荡局面值得警惕。

六 |     本文由游民星空制作发布，未经允许禁止转载。

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Published on:02:12:10