摘要
文章以中国锂电池产业为研究对象,基于企业数据与专利数据,运用空间耦合分析和空间杜宾模型等方法,分析了2000—2022年中国297个城市锂电池产业链与创新链空间格局演化、耦合关系及创新发展的影响因素。研究发现:(1)空间分布方面,锂电池上游生产受资源禀赋影响偏向西部,而创新则集中于京津冀、长三角等城市群,存在一定的空间偏离;而中下游生产与创新主要分布在广东、江苏、浙江、山东等产业基础强的东部沿海城市,并呈现向中西部地区扩散的趋势。(2)产业与创新耦合方面,呈现“宏观协同—微观分异”的特征。宏观层面,锂电池产业与创新重心之间的空间距离逐渐缩小,空间耦合程度显著提高。城市层面,受资源禀赋与基础差异影响,多数城市面临“强生产—弱研发”“技术孤岛”“产业断链”等产创融合困境。(3)影响机制方面,产业集聚水平、相关产业基础、政府支持力度、经济基础条件、对外开放程度、科技创新环境是中国锂电池产业创新发展的驱动因素,但各因素作用强度存在显著差异。各种因素的综合作用使中国锂电池产业表现出人才技术引领、龙头企业带动、政策资源驱动、集群协同创新4种创新发展模式。研究结论为优化产业布局、推动创新发展提供实证依据和政策参考。
This study investigates China's lithium battery industry using enterprise and patent data from 2000 to 2022,employing spatial coupling analysis and the spatial Durbin model to examine the spatiotemporal evolution,coupling relationships,and innovation drivers of industry and innovation chains across 297 Chinese cities.The findings reveal that:1)In terms of spatial distribution,upstream lithium battery production concentrates in western regions driven by resource endowments,while innovation clusters in urban agglomerations such as Beijing-Tianjin-Hebei and the Yangtze River Delta,indicating spatial decoupling.Meanwhile,midstream and downstream production and innovation activities are predominantly distributed across eastern coastal cities with robust industrial foundations(e.g.,Guangdong,Jiangsu,Zhejiang,Shandong),with a discernible diffusion trend toward central and western regions.2)In terms of industry-innovation coupling,a pattern of"macro-scale synergy with micro-scale divergence"emerges.At the macro scale,the spatial distance between lithium battery industrial centers and innovation cores progressively narrows,significantly enhancing spatial coupling.At the city level,divergent resource endowments and foundational disparities drive widespread integration challenges,manifested as"production-R&D imbalance","technological isolation",and"industrial chain fragmentation".3)In terms of influencing mechanisms,six factors drive the innovative development of China's lithium battery industry:industrial agglomeration intensity,related industrial foundations,government support intensity,economic conditions,openness level,and science-technology innovation ecosystems.The effect strength of these factors exhibits significant heterogeneity.Their synergistic interactions shape four distinct innovation development models:talent and technology-driven,leading enterprise-driven,policy and resource-driven,and cluster-based collaborative innovation.These findings provide empirical evidence and policy references for optimizing industrial layouts and advancing innovation-oriented development.
作者
宋佳雯
张晓平
吴爱萍
练文华
SONG Jiawen;ZHANG Xiaoping;WU Aiping;LIAN Wenhua(College of Resources and Environment,University of Chinese Academy of Sciences,Beijing 100049,China)
出处
《经济地理》
北大核心
2025年第6期109-120,共12页
Economic Geography
基金
国家自然科学基金项目(42271193、41771133)。
关键词
锂电池
产业链
创新链
空间耦合
资源禀赋
产创融合
空间杜宾模型
lithium battery
industry chain
innovation chain
spatial coupling
resource endowment
industry-innovation integration
spatial Durbin model
