From the book "Enemy at the gates, panic fighters of the WWII"
China (28 January 1932 to August 15 1945)
On September 1931, taking advantage of a period of political weakness in China, Japan declared the independence on Manchuria and proclaimed it the new protectorate of Manchukuo.
At the beginning of 1932, Mitsubishi B1M-3 bombers from IJN carrier
Kaga, escorted by Nakajima A1N-2 (239 kph) fighters from IJN carrier
Hosho, launched a series of attacks against Shanghai. China's air defense consisted of two Blackburn Lincock III (264 kph) fighters, the prototype Boeing 218 (304 kph) and five Vought V-65C (269 kph) fighter-bombers.
The Chinese fighters were superior to the Nakajima in speed and rate of climb, but were surprised by the exceptional manoeuvrability of the Japanese planes. During the combats over Shanghai on the 5, 22 and 26 February, the Japanese downed the Boeing, one Blackburn and two Vought.
As opposed to the heterogeneous collection of aircraft that the Chinese strove to acquire overseas, the Japanese had the advantage of the standardization of models and excellent maintenance onboard the
Kaga and
Hosho, as well as the local numerical superiority they could achieve by displacing the aircraft carriers.
When the Japanese occupied the Jehol province in 1933, the Chinese Central Government started contacts with American and Italian aircraft manufacturers to import the modern fighters Curtiss Hawk II (335 kph), Curtiss Hawk III (386 kph), Fiat C.R.30 (370 kph), Fiat C.R.32 (375 kph) and Breda 27 (380 kph).
In 1934 they also acquired 10 monoplane fighters Boeing 281 (376 kph) and components to assemble ninety Hawk III in the new CAMCO-Shaoguan plant.
On 7 July 7 1937, an international incident was used by the Japanese to declare war on China and begin the occupation of a large part of its territory.
At that time, the Chinese Air Force (C.A.F.) strength consisted of twenty-nine Curtiss Hawk II, seventy-six Curtiss Hawk III, ten Boeing 281, ten Breda 27, three Fiat C.R. 32 fighters and hundred-and-seventy bombers of the types Northrop 2E, Douglas O2MC, Curtiss A-12, Fiat B.R.3, Heinkel He 111A, Martin 139, Savoia S.M. 72 and Vought V-92C.
The Imperial Japanese Navy (IJN) started its attacks with 76 fighters of the types Nakajima A1N-2 Type 3 (239 kph), A2N-3 Type 90 (300 kph) AN4-1 Type 95 (352 kph), 148 bombers Aichi D1A-2, Mitsubishi B1M-3, B2M-2, G2M-1 and G3M-1 and twenty-seven Nakajima E8N-1 Type 95 floatplanes. The Imperial Japanese Army (IJA) initially used 72 fighters Ki.10 Kawasaki type 95 (400 kph), 105 bombers Nakajima Ki.1, Ki.2 and Ki.3 and 12 reconnaissance airplanes Nakajima Ki.4 Type 94.
Again the use of easily replaceable self-manufactured aircraft and expert pilots favoured the Japanese. On the contrary, the level of training of the Chinese pilots was low and the maintenance of their aircraft so poor, that only a third of them were in flying condition. During the month of August, the Hawk II of the 28th Pursuit Squadron obtained some successes against the bombers G3M operating without an escort of fighters, but suffered large losses against the Ki.10 of the 16th Hiko Rentai. Henceforth the Hawk II were used in training and night fighter duties only.
The Hawk III were biplane fighters with retractable undercarriage and a very robust airframe, originally designed to operate from the U.S. Navy aircraft carriers. Superior in manoeuvrability to the A4N-1 and Ki.10, they were too slow to intercept the G3M2 Type 21 which arrived to China in September. The Hawk fought hard for two months, but lost the initiative with the appearance of the new monoplanes fighters Mitsubishi A5M1 Type 96 (370 kph) from IJN
Kaga, based in Kunda airfield, which surpassed them in manoeuvrability, shooting down three Hawk without suffering any losses. The C.A.F. tried to counter the new threat by using mixed formations of Hawk III and Boeing 281, a monoplane fast enough to intercept the G3M2 but inappropriate for the dog fight because of its high wing load.
It was expected that the Hawk, fitted with oxygen equipment, would flew at 6,000 m in order to surprise the Type 96 with ‘hit and run’ attacks, but they rarely managed to achieve at height for lack of time. The available reserves of oxygen was not enough to make high-altitude patrols in a systematic way. The Chinese technical units used oxygen from the repair depots, without checking its quality and at altitude the tubes and masks sometimes frozen causing accidents.
The Chinese Air Raid Warning Net (VNOS) was not a sufficiently effective organization, its alarm signal often sounded only 5-10 minutes before the Japanese fast bombers flew over the target. As a result the Hawk III were often surprised by the Type 96 climbing at medium level, suffering heavy combat losses. Neither the Boeing achieved much success because of its scarce armament. A single fighter equipped with two 0.30 in machine guns, attacking three G3M2 in an auto defensive formation, should face nine rear gunners firing from several angles.
The same thing occurred with the Fiat C.R. 32 fighters, which armament proved insufficient when confronting the Kirasazu Kokutai G3M1 bombers during the Battle of Nanking. Its manoeuvrability turned out to be inferior to the new Mitsubishi A5M2 (370 kph). The Italian engines ran with a mixture of gasoline/alcohol/bencene and its maintenance was very problematic at that time. On October 1937 just one Fiat was in flying condition.
In China, poor maintenance of aircraft and airfields, insufficiently trained pilots and lack of spares, managed to disable three times the number of aircraft than all the Japanese attacks. By the beginning of November there was not more than forty serviceable aircraft and the best Chinese pilots had died, the C.A.F. retired to the western region of Hankow, far from the reach of the Aichi dive bombers.
Until 1945 the Japanese aircraft practically every year annihilated the C.A.F. systematically destroying aircraft, airfields and aircraft assembling factories and firing on its pilots as they descended in parachutes.
Each year the C.A.F. should be reconstructed with aircraft acquired abroad and new promotions of inexperienced pilots with little chance of survival.
Each year was more difficult to compensate losses and each year the Japanese aircraft were more numerous and more technologically advanced.
In 1937 China needed a 'Panic Fighter' able to rein the Japanese aggressor and believed found in the Polikarpov I-16, a small monoplane that had achieved good results in Spain last year, fighting against the Heinkel He 51 of the Condor Legion.
The Chinese Central Government decided to request military assistance to the USSR acquiring Soviet aircraft worth 100 million of gold dollars.
Between September 1937 and April 1941, the C.A.F. received 656 Polikarpov fighters, of which 272 were classic biplanes of the type I-152 (379 kph), 93 were biplanes with retractable landing gear of the type I-153 (444 kph) and various other versions of the I-16: twenty Type 5 (457 kph), thirty Type 6 (440 kph), ninety-two Type 10 (448 kph), seventy-five Type 17 (425 kph) and seventy-four UTI-4 two-seat trainers. They also acquired 292 modern Tupolev SB-2 bombers and a large amount of auxiliary equipment for the maintenance of the aircraft.
The contract with the Soviets also included support technique, searchlights, acoustic detectors, squads of 'voluntary' Russian pilots with combat experience in Spain and training of Chinese pilots and mechanics in the USSR, but the Japanese remained invincible in China until the end of the World War Two.
The Soviets tried to use their numerical superiority in combat tactics based on the use of large mixed formations of biplanes and monoplanes, which supported each other flying at different heights. But, as occurred during the Battle of Britain, the use of large formations only managed to aggravate the problem of rapid interception.
The Polikarpov fighters lacked the automatic starting system of the Boeing and Hawks. Their engines were to be put into operation using a Hucks starter truck that made the axis propeller turn through a system of pulleys. The procedure was slow and it was customary for the biplanes to take off first to protect the I-16s which small wings without flaps were inefficient to operate from the poorly equipped Chinese airfields.
This delayed even more the formation of a fighting force, because according to Soviet air doctrine, the monoplanes were to occupy the higher level. The slowness and clumsiness of the system benefited the Japanese, and their fast bombers often managed to surprise the Chinese fighters in the ground, causing heavy losses.
The I-152 (379 kph) was superior in armament and manoeuvrability to the Japanese fighters. It could turn 360 degrees in 11 seconds, against the 15 seconds of the A5M2 and 17 seconds of the Ki.10, but it had already given bad results in Spain because of the poor design of the central section of the upper wing, which made it lose excessive height during the horizontal turns. Besides, its armament and armour made it too heavy, making it inferior to the Japanese fighters in climb rate and maximum speed.
At the beginning of 1938 it became evident that the I-152/I-16 combination did not work against the A5M2. On February, during the defense of Hankow, the pilots of the 4th FG were forced to use the ramming against the fighters of the 13rd Kokutai. On April, the I-152 clashed for the first time with the new monoplanes Nakajima Ki.27 (460 kph) of the IJA 2nd Daitai, suffering serious losses on Kuei Teh.
By mid-thirties, the design teams of the firms Fokker Nakajima and Mitsubishi independently arrived at the same aerodynamic solution: a detailed study showed that, with the engines of less than 1,000 hp that were available at the time, it would not be effective to provide a fighter monoplane with a retractable undercarriage.
The designers estimated that disadvantages in increased weight and mechanical problems would not justify the three per cent increase in overall speed and decided to build the D.XXI, Ki.27 and A5M2 fighters with fixed undercarriage streamlined to the greatest extent possible.
During the flight tests with the prototype of the Fokker D.XXI, it was found that the drag generated by the undercarriage was only 10 per cent of the generated by the entire airframe. Subsequent experiments carried out in Finland with a D.XXI equipped with retractable landing gear, confirmed the calculations of the contractor. On the contrary, the Type 5 fastest version of the Polikarpov I-16 did not exceed the overall speed of the Ki.27 and was only 20 kph faster than the A5M2. The cause was the poor aerodynamic design of the engine cowling, equipped with a shuttered front plate.
The Type 5 also proved to be inferior in manoeuvrability regarding the Japanese monoplanes. The too short fuselage created longitudinal instability, affecting the accuracy of the weapons, and its small wings did not generate sufficient lift, penalizing their rate of climb, which was just of 73 per cent compared to the climbing rate of the Japanese fighters. The absence of flaps made manoeuvrability difficult at low speeds and caused so many landing accidents in the poorly equipped Chinese airfields that it was necessary to import several two-seat trainers of the UTI-4 type to re-training the pilots.
The firepower was increased in Type 6 with two additional 1,800 rpm rapid-fire ShKAS machine guns, to improve its effectiveness against the G3M bombers. But excess weight caused by the extra weaponry, the ammunition and the dorsal plate armour, was not fully compensated by the installation of a more powerful engine and Type 6 turned out to be even slower than its predecessor. During his first combat on Nanking, on 21 November, the Type 6 proved inferior to the A5M2.
In the spring of 1938 the Soviets introduced the Type 10 in China, armed with four ShKAS, effective against the G3M but too heavy for a dogfight against the agile Japanese fighters. The designers tried to solve the problem of excessive landing speed installing flaps powered by compressed air, but its use required some practice and even veteran pilots continued to suffer accidents. Numerical superiority was not enough to defeat the Japanese planes, which continued occupying territories. The Polikarpov fighters were abundant and cheap but they lost all the wars in which intervened.
At the beginning of 1938, faced with the failure of the Soviet material, the Chinese decided to try their luck with British technology acquiring thirty-six Gloster Gladiator Mk.I, considered the biplane fighters more effective of his time. On March the A5M2 began to use oxygen equipment that allowed them to fly at more than 6,000 m. The only Chinese fighters who could fight at that point were the Gladiator of the 5th PG that finally obtained some successes against the Mitsubishi fighters, to which they exceeded in manoeuvrability and armament.
Unfortunately for the C.A.F. the British could only give away 36 planes that were soon affected by the usual problems in the maintenance of oxygen equipment. The Gladiators also suffered frequent stoppages in the four Browning M1919 machine guns, due to the poor quality of the Belgian ammunition they used. Weapons failing, some Chinese pilots carried out ramming against the A5M2. At the end of 1939 only three Gladiators were serviceable.
During the summer of 1938 the scale of resistance of C.A.F. dramatically decreased, a third part of its 200 pilots had died and the survivors avoided the confrontation with the Japanese fighters, limited themselves to carrying out missions of strafing or night fighter with their I-152. At the end of August, the C.A.F. began its annual retreat to Western bases, leaving the burden of combat to Soviet 'volunteers'.
To keep in touch, the Ki.27 and A5M2 were equipped with belly fuel tanks that increased its operational range. They used to escort the bombers at a distance, to surprise the Chinese fighters who dared to take off believing that the bombers attacked without protection. On November, the Soviets received an order to temporarily discontinue their participation in battle.
At the end of 1938 the C.A.F. had lost 202 aircraft and had only 170 in flying condition, but the country was too large to be completely defeated. In any case the IJA started a long-range annihilation campaign against Chinese aircraft based on Lanchow and Chungking using its new Mitsubishi Ki.21 Type 97 and Fiat B.R.20 bombers. For their distant targets, bombers were to carry out missions of 1,600 km, without an escort of fighters, being occasionally intercepted by the I-16 Type 10 that the Chinese still kept. On February 1939, the losses of the IJA reached 10 per cent and the offensive was limited only to night attacks.
On May the IJA received orders to relocate their planes to Manchuria to fight against the Soviets in Nomonhan and the IJN preferred to concentrate their attacks only on Chungking, the new Chinese capital. The city was defended by the new American fighters Curtiss H-75M (450 kph). They were monoplanes with fixed undercarriage, as fast as the Ki.27 but less manoeuvrable and with lower rate of climb due to the large weight of auxiliary equipment: armour plates, R/T device, oxygen equipment and 12.7 mm machine guns.
Its structural resistance prevented the H-75 of suffering too many losses. But they suffered numerous accidents due to a defect in the design of the undercarriage which used to lock the wheels. The Curtiss stayed in the front line until the arrival of the Mitsubishi A6M2 Type 11
Zero-Sen (533 kph) in September 1940.
The G3M bombers also evolved becoming faster and harder to shoot down. At the end of 1939 the C.A.F. began to fight them with some French fighters Dewoitine D.510C (367 kph) armed with a 20 mm H.S. 404 cannon that allowed them to shoot the G3M without exposing themselves to the defensive fire of the rear gunners.
The Dewoitine was only 55 kph faster than the G3M and had to attack it from a higher altitude using the half-roll diving technique. But it was discovered during the first combats that this manoeuver impeded the proper functioning of the cannon that had a tendence to jam when firing in a dive This design flaw forced the French fighter to attack flying at the same level as the G3M, losing the speed advantage and increasing its exposure to defensive fire.
The situation worsened with the entry into service of the new G3M2 Model 21, as fast as the Dewoitine and armed with a 20 mm cannon Type 99 on a dorsal turret.
The D.510 were used in the defence of Chengdu until 4 December 1940, when they were decimated by the
Zeros in one single combat. The two surviving aircraft continued to operate as night fighters with the 17th PS.
After the IJA failure in its ambitious offensive of strategic bombing, the IJN decided to accelerate the entry into service of the Mitsubishi A6M2 Type 11
Zero-Sen, a predator able to fly to any place of China, overcoming any opposition, thanks to its manoeuvrability and powerful armament.
On July 1940, 15 pre-production
Zeros were sent to China to perform operational tests with the 12th Kokutai. They entered combat for the first time over Chungking on 13 September, against twenty-seven Polikarpov I-152 and I-16, shooting down all them without losses of their own.
The C.A.F. tried to counter the threat using mixed formations of Curtiss H-75 Q (490 kph) and Curtiss-Wright CW-21 (476 kph).
The first model was an improved version of the H-75M equipped with retractable landing gear. It was not as fast as the
Zero but armed with two 23 mm Madsen cannons, which were more powerful than the 20 mm Oerlikon Type 99-1 of the Japanese fighter. The Madsen would be lethal for the G3M2 and could also be used in ground attack duties. The CW-21 ‘Interceptor’ was a high-altitude light fighter with a phenomenal climb rate of 24.4 m/sec.
On March 1939 the demonstration prototype was flown in mock combats against Chinese I-152, I-16 and D.510 fighters proving its superiority in climb rate and speed. Surprisingly, the CW-21 also proved to be superior in manoeuvrability through usage of step climbs and wing overs by an experienced driver.
The Central Government acquired the prototype, three pre-production aircraft and thirty sets of components for local assemblage at CAMCO-Loiwing facilities. It was to carry an armament of two 7.62 mm Madsen machine guns, with 1,000 rounds per gun and two 11.35 mm Madsen heavy machine guns with 400 rounds per gun, mounted in the cowl.
In the production version, the original Pyrolin plastic windscreen was to be replaced by a three-piece armour-glass assembly. Provision for belly tanks to be added. The modifications would increase the take-off weight to 1,975 kg with 4 per cent reduction of the maximum speed.
On 26 October 1940 the CAMCO factory was bombarded by fifty-nine G3M2 Model 21 from 15th Kokutai, escorted by forty
Zeros, many of the partially assembled CW-21 were destroyed. In the autumn of 1941 the three pre-production machines were transferred to the A.V.G's 3rd Squadron operating from the Rangoon-Mingaladon airfield.
The slow climbing P-40B could not catch the high flying reconnaissance airplanes Mitsubishi Ki.46-II
Dinah of the IJA 8th Sentai and three CW-21 were sent to the A.V.G. base at Kyedaw with the mission to intercept them. Unfortunately, all the ‘Interceptors’ were destroyed during the ferry flight, consequence of the poor quality of the 70-74 octane fuel supplied by the C.A.F.
There are no reliable data on the career of the CW-21 in China. A to some authors the prototype shot down a Fiat B.R.20 over Chungking on 2 April 1939, but this was not confirmed by Japanese sources. In 1942 the Chinese rebuilt at least two aircraft with parts recovered in CAMCO, but it is ignored if they were even involved in fight.
The ‘Interceptor’ surpassed in climb and roll the Ki.27-II, Mitsubishi A5M4 Type 96 and A6M2 Model 11. It was the only Allies fighter in the Far East able to match the performance of the Japanese fighters, but did not have the opportunity to prove it, neither in China nor in the Dutch East Indies, for reasons beyond their original design.