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arXiv · 2605.29188

Slogans or Stance? A Label-Light Diagnostic for Entrepreneurial-Discourse Measurement on Chinese SOE Speeches

Ting Gong·Shangquan Sun
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Abstract

Dictionary methods, topic models, and embedding-similarity scorers are widely used in CSS and management research to measure constructs such as "entrepreneurial spirit" in corporate speeches. We contribute a label-light measurement diagnostic for such instruments rather than a new extraction model. On a corpus of 80 speeches by leaders of centrally administered Chinese state-owned enterprises, we exploit a natural experiment of 24 same-company different-speaker pairs and 5 same-company same-speaker pairs to test whether a method's per-document indices vary with leader identity holding firm constant. LDA fails (Cohen d=0.20, 95% CI [-0.72, 1.20]); a dictionary scorer reaches d=0.81 and a Chinese sentence encoder d=0.65 on doc-vector distances of order 10^-3. A zero-shot 9B open-weight LLM (Qwen3.5:9b) raises paired-contrast d to 1.09 (exact permutation p1=0.034). We downgrade three claims accordingly: gold F1 measures consistency with the LLM's own prompt rule rather than external construct recovery; doc-level style residualisation cuts the LLM's d to 0.43 (p1=0.22), so roughly half of the effect is consistent with leader idiolect; and a confidence-weighted calibration trades Delta for variance with an auto-mined slogan lexicon near-inert in ablation. We release the 2,190-segment scored corpus, the 170-paragraph pilot, the slogan lexicon, two-family LLM scores, and the evaluation harness.

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Ting Gong, Shangquan Sun. 2026-05-27. Slogans or Stance? A Label-Light Diagnostic for Entrepreneurial-Discourse Measurement on Chinese SOE Speeches. https://arxiv.org/abs/2605.29188

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