Zhuge Liang (181–234) was a chancellor of the state of Shu Han during the Three Kingdoms period of Chinese history. He is often recognised as the greatest and most accomplished strategist of his era. Often depicted wearing a robe and holding a hand fan made of crane feathers, Zhuge Liang was not only an important military strategist and statesman; he was also an accomplished scholar and inventor. His reputation as an intelligent and learned scholar grew even while he was living in relative seclusion, earning him the nickname "Wolong" (臥龍; literally: "Crouching Dragon").
Zhuge is an uncommon two-character compound family name. His name – even his surname alone – has become synonymous with intelligence and strategy in Chinese culture. Zhuge Liang was born in Yangdu, Langya Commandery (present-day Yinan County, Shandong). He was orphaned at an early age, and was raised by his uncle, Zhuge Xuan. He followed his uncle to live in Jing Province under Liu Biao later. After his uncle died, Zhuge Liang and his brothers settled in Wolonggang (in present-day Henan) for the next ten years or so, leading simple lives – farming by day and studying at night.
At that time, Liu Bei resided at Xinye while he was taking shelter under Jing Province's governor, Liu Biao. Liu Bei visited Sima Hui, who told him, "Confucian academics and common scholars, how much do they know about current affairs? Those who analyze current affairs well are elites. Crouching Dragon and Young Phoenix are the only ones in this region." Xu Shu later recommended Zhuge Liang to Liu Bei again, and Liu wanted to ask Xu to invite Zhuge to meet him. However, Xu Shu replied, "You must visit this man in person. He cannot be invited to meet you." Liu Bei succeeded in recruiting Zhuge Liang in 207 after paying three personal visits. Zhuge Liang presented the Longzhong Plan to Liu Bei and left his residence to follow Liu. Afterwards, Liu Bei became very close to Zhuge Liang and often had discussions with him. Guan Yu and Zhang Fei were not pleased and complained. Liu Bei explained, "Now that I've Kongming (Zhuge Liang's style name), it's just like a fish getting into water. I hope you'll stop making unpleasant remarks." Guan Yu and Zhang Fei then stopped complaining. Liu Bei appointed Zhuge Liang "Military Advisor General" (軍師將軍) and let him administer affairs of his personal office (office of the General of the Left (左將軍).
In 221, in response to Cao Pi's usurping of Emperor Xian's throne, Liu Bei's subordinates advised him to declare himself emperor. After initially refusing, Liu Bei was eventually persuaded by Zhuge Liang to do so and became ruler of Shu Han. Liu Bei named Zhuge Liang his chancellor and put him in charge of the imperial agency where Zhuge assumed the functions of Imperial Secretariat. Zhuge Liang was appointed "Director of Retainers" (司隸校尉). After Liu Bei's death, Liu Shan ascended to the throne of Shu Han. He granted Zhuge Liang the title of "Marquis of Wu" (武鄉侯) and created an office for him. Not long later, Zhuge Liang was appointed governor of Yi Province and put in charge of all state affairs. At the same time, the commanderies in Nanzhong rebelled against Shu, but Zhuge Liang did not send troops to suppress the revolt as Liu Bei's death was still recent. He sent Deng Zhi and Chen Zhen to make peace with Eastern Wu and re-entered an alliance with Wu. Zhuge Liang would consistently send envoys to Wu to improve diplomatic relations between the two states.
Southtern Campaign
During his reign as regent, Zhuge Liang set Shu's objective as the restoration of the Han Dynasty, which from Shu's point of view, had been usurped by Cao Wei. He felt that in order to attack Wei, a complete unification of Shu was first needed. Zhuge Liang was worried that the local clans would work with the Nanman tribes in Nanzhong to stage a revolution. Fearing the possibility that the peasants might rebel and press into areas surrounding the capital city of Chengdu while he was attacking Wei in the north, Zhuge Liang decided to pacify the southern tribes first. Realizing he had no chance to win, Meng Huo pledged allegiance to Shu, and was appointed by Zhuge Liang as governor of the region to keep the populace content and secure the southern Shu border. This would ensure that the future Northern Expeditions would proceed without internal disruptions. Rich and abundant resources acquired from Nanzhong were used to fund Shu's military and the state became more prosperous.
Northtern Expeditions
After pacifying the Nanman, Zhuge Liang ordered the Shu military to make preparations for a large scale offensive on the rival state of Wei. In 227, while in Hanzhong, he wrote a memorial, titled Chu Shi Biao, to Liu Shan, stating his rationale for the campaign and giving advice to the emperor on good governance. From 228 until his death in 234, Zhuge Liang launched a total of five Northern Expeditions against Wei, all except one of which failed. The only permanent gains by Shu were the conquests of Wudu and Yinping prefectures, as well as the relocation of Wei citizens to Shu on occasion. However, Zhuge Liang's army never suffered casualties over 5% of the total forces, and the resources put into military were affordable (assuming Shu's zenith at 200,000 military strength.)
During the first Northern Expedition, Zhuge Liang persuaded Jiang Wei, a young Wei military officer, to surrender and defect to his side. Jiang Wei became a prominent general of Shu later and inherited Zhuge Liang's ideals. In late 234, Zhuge Liang and Sima Yi (the Wei commander) reached a stalemate at the Battle of Wuzhang Plains. Zhuge Liang fell seriously ill and eventually died in camp at the age of 54. Before his death, Zhuge Liang recommended Jiang Wan and Fei Yi to succeed him as regent of Shu. He was buried on Mount Dingjun according to his dying wish and posthumously granted the title of "Loyal and Martial Marquis" (忠武侯) by Liu Shan.
Inventions
Zhuge Liang was believed to be the inventor of mantou, the landmine and a mysterious but efficient automatic transportation device (initially used for grain) referred to as the "wooden ox and flowing horse" (木牛流馬), which is sometimes identified with the wheelbarrow. Although he is often credited with the invention of the repeating crossbow that is named after him and called "Zhuge Crossbow", this type of semi-automatic crossbow is an improved version of a model that first appeared during the Warring States Period (though there is debate whether the original Warring States Period bow was semi-automatic, or rather shot multiple bolts at once). Nevertheless, Zhuge Liang's version could shoot farther and faster. Zhuge Liang is also credited with constructing the mysterious Stone Sentinel Maze, an array of stone piles that is said to produce supernatural phenomenon, located near Baidicheng. An early type of hot air balloon used for military signalling, known as the Kongming lantern, is also named after him. It was said to be invented by Zhuge Liang when he was trapped by Sima Yi in Pingyang. Friendly forces nearby saw the message on the lantern paper covering and came to Zhuge Liang's aid. Another belief is that the lantern resembled Zhuge Liang's headdress, so it was named after him.
