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From market leader to follower: Windows of opportunity and insular home market effect in Japan’s lithium-ion battery industry 从市场领导者到追随者:日本锂离子电池行业的机会之窗和本土市场的孤立效应
Pub Date : 2025-12-17 DOI: 10.1016/j.peg.2025.100060
Natsuki Kamakura , Kirsten Martinus
Why do pioneering regions or countries lose their lead when industries experience rapid growth? Existing catch-up and home market theories explain latecomer advantages and domestic scale economies, but they overlook how incumbent demand structures can hasten decline. We propose the Insular Home Market Effect (Insular HME), a demand-driven lock-in which channels firms toward niche trajectories misaligned with world standards. Using evidence on Japan’s lithium-ion battery industry from the 1990s to 2025, we trace how high electricity prices, a hybrid vehicle bias and fragmented policy coordination depressed scale learning, encouraged talent outflows and weakened upstream resource security. Findings show that leadership erosion is contingent on state choices that fail to synchronize demand creation, geo-economic strategy and industrial support. The Insular HME converts a home advantage into a specialization trap; our findings advance debates on catch-up, global production networks and green technology transitions.
为什么当行业经历快速增长时,领先的地区或国家会失去领先地位?现有的追赶理论和国内市场理论解释了后发优势和国内规模经济,但它们忽视了现有需求结构如何加速衰退。我们提出孤岛国内市场效应(Insular HME),这是一种需求驱动的锁定,引导公司走向与世界标准不一致的利基轨迹。以日本上世纪90年代至2025年的锂离子电池行业为例,我们追踪了高电价、混合动力汽车的偏好和分散的政策协调是如何抑制规模学习、鼓励人才外流和削弱上游资源安全的。研究结果表明,领导力侵蚀取决于未能同步需求创造、地缘经济战略和产业支持的国家选择。孤岛型HME将主场优势转化为专业化陷阱;我们的研究结果推动了关于追赶、全球生产网络和绿色技术转型的讨论。
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引用次数: 0
Latecomer upgrading in relational supplier-buyer arrangements: The integration of German machinery firms in Chinese dominated electric vehicle battery production markets 关系供应商-买方安排中的后发升级:德国机械企业在中国主导的电动汽车电池生产市场中的整合
Pub Date : 2025-12-16 DOI: 10.1016/j.peg.2025.100059
Olga Sorokina, Julian Schwabe
Within technological transitions of the automotive industry, processing technology for the production of electric vehicle (EV) batteries is a highly relevant but thus far underresearched sector. Given the head-start of Chinese firms in developing industrial structures for battery production, this article examines the perspectives and development pathways of German machinery builders as they attempt to enter markets of EV battery production technology, currently led by Chinese machinery firms.
The article does so by combining concepts of value chain governance, technological upgrading and latecomer capability gaps. It finds that despite their traditional strength in processing technology, German machinery firms tend to occupy only market niches within EV-battery production. Based on a qualitative study, building on 11 expert interviews as main empirical basis, the article argues that the main challenges stem from the differences in the timing of market entry. Chinese machinery suppliers, as early adopters, have already built strong customer relationships and accumulated tacit knowledge about processing technology. This early start provides them sustained competitive advantage and creates high market entry barriers to latecomers. Firm-level upgrading options are sensitive not only to the sector and market timing, but also to the location. In markets where leading suppliers are already well established, latecomer firms may find their upgrading options constrained, whereas in other markets, where supplier-buyer linkages are still in their formative phase, such opportunities remain more accessible.
在汽车工业的技术转型中,生产电动汽车电池的加工技术是一个高度相关但迄今尚未得到充分研究的领域。鉴于中国企业在发展电池生产产业结构方面处于领先地位,本文考察了德国机械制造商在试图进入目前由中国机械企业主导的电动汽车电池生产技术市场时的前景和发展路径。本文通过结合价值链治理、技术升级和后发能力差距的概念来做到这一点。研究发现,尽管德国机械公司在加工技术方面具有传统优势,但它们往往只占据电动汽车电池生产领域的小众市场。本文在定性研究的基础上,以11位专家访谈为主要实证基础,认为主要挑战来自市场进入时机的差异。作为早期采用者,中国机械供应商已经建立了牢固的客户关系,并积累了有关加工技术的隐性知识。这种早开始为他们提供了持续的竞争优势,并为后来者创造了很高的市场进入壁垒。企业层面的升级选择不仅对行业和市场时机敏感,而且对地点也很敏感。在主要供应商已经建立的市场中,后发公司可能会发现其升级选择受到限制,而在供应商-买方联系仍处于形成阶段的其他市场中,这种机会仍然更容易获得。
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引用次数: 0
Analyzing legitimacy discourses in an emerging green hydrogen hub in Brazil 分析巴西新兴绿色氢中心的合法性话语
Pub Date : 2025-12-16 DOI: 10.1016/j.peg.2025.100058
Christian Brannstrom , Felipe da Silva Freitas , Adryane Gorayeb
Green hydrogen, an emerging energy carrier that may help achieve national and global decarbonization goals, will reshape energy geographies. States are partnering with firms, offering subsidies and other incentives for developing hubs as agglomerations of green hydrogen producers, off-takers, and exporters, while new and incumbent firms are seeking new accumulation opportunities through the production of green hydrogen. Legitimation processes are key to the implementation and dissemination of new technological systems, but they are not well understood in the context of emerging green hydrogen hubs. We analyze the content of legitimization discourses supporting a green hydrogen hub in Ceará state, northeastern Brazil, seeking to determine the emerging space-making processes. We focus on the cognitive dimension of legitimacy through analysis of ∼ 500 news articles published between 2020 and 2023 in two major media outlets reporting on the proposed green hydrogen hub. The findings describe cognitive legitimation discourses on territorial characteristics, global leadership, breaking from the past, urgency, and essential state action. Legitimation mobilized ideas about landscape, territory, place, scale, and development through normative and technical arguments. Application of the cognitive dimension of legitimation advances economic geographies by highlighting how sub-national organizations represent their territories as adding value for investors, how stakeholders mobilize ideas for de-risking new technologies by overstating benefits and obscuring possible risks to producing states, and how elites justify processes leading to new spatial configurations of low-carbon energy systems.
绿色氢是一种新兴的能源载体,可能有助于实现国家和全球的脱碳目标,将重塑能源地理。各州正在与企业合作,提供补贴和其他激励措施,以发展成为绿色氢生产商、购买者和出口商的聚集地,而新的和现有的企业正在通过生产绿色氢寻求新的积累机会。合法化过程是实施和传播新技术系统的关键,但在新兴绿色氢中心的背景下,人们对它们的理解并不好。我们分析了支持巴西东北部塞埃尔州绿色氢中心的合法化话语的内容,试图确定新兴的空间制造过程。我们通过分析两家主要媒体在2020年至2023年期间发表的约500篇报道拟议中的绿色氢中心的新闻文章,重点关注合法性的认知维度。研究结果描述了关于领土特征、全球领导、打破过去、紧迫性和必要的国家行动的认知合法性话语。合法化通过规范和技术论证调动了关于景观、领土、地点、规模和发展的想法。合法性认知维度的应用通过强调地方组织如何将其领土代表为投资者增加价值,利益相关者如何通过夸大利益和模糊生产国可能面临的风险来调动新技术的风险,以及精英如何证明导致低碳能源系统新空间配置的过程,从而推动了经济地理学的发展。
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引用次数: 0
Regional capabilities in the European automotive industry: Relatedness, complexity and lock-ins in the transition to electric vehicles 欧洲汽车工业的区域能力:向电动汽车过渡的相关性、复杂性和锁定性
Pub Date : 2025-12-10 DOI: 10.1016/j.peg.2025.100057
Tim Becker , Sebastian Losacker , Margherita Russo
The shift toward battery electric vehicles (EVs) represents the most profound disruption in the automotive industry in over a century, with far-reaching consequences for European automotive regions. For decades, incremental improvements in internal combustion engine (ICE) technologies have served as the dominant decarbonization pathway, and many regions have built strong innovation systems around these legacy technologies. To assess how European NUTS2 regions are positioned for the transition to electric mobility, we analyze regional technological capabilities using technology-specific relatedness and knowledge complexity to investigate how EV- and ICE-related capabilities affect regional EV innovation. Using patent data from the OECD REGPAT database, we map regional innovation potentials and estimate econometric models to assess how these capability structures affect EV patenting. We find that higher relatedness density to EV technologies is positively associated with EV patenting, while relatedness to ICE improvements also shows a significant but weaker positive association, indicating that ICE capabilities do not necessarily impede EV innovation. However, when ICE-related capabilities substantially outweigh EV-related ones, we observe a negative effect on EV patenting, pointing to emerging lock-in risks. This effect is markedly stronger in low-complexity regions. Interregional co-patenting analysis shows that regions with low complexity and low EV-relatedness are doubly disadvantaged, as they are weakly positioned internally and less integrated into innovation networks. Focusing on four regions of this type, we illustrate how targeted partnerships could unlock untapped potentials. The results inform a policy discussion highlighting the need for place-sensitive innovation strategies addressing both emerging and legacy capability structures.
向纯电动汽车(ev)的转变代表了一个多世纪以来汽车行业最深刻的颠覆,对欧洲汽车行业产生了深远的影响。几十年来,内燃机(ICE)技术的逐步改进一直是主要的脱碳途径,许多地区都围绕这些传统技术建立了强大的创新体系。为了评估欧洲NUTS2地区在向电动汽车转型方面的定位,我们使用技术特定相关性和知识复杂性分析了区域技术能力,以研究电动汽车和内燃机相关能力如何影响区域电动汽车创新。利用来自OECD REGPAT数据库的专利数据,我们绘制了区域创新潜力图,并估算了计量经济模型,以评估这些能力结构如何影响电动汽车专利。我们发现,与电动汽车技术的高关联密度与电动汽车专利申请呈正相关,而与ICE改进的相关性也表现出显著但较弱的正相关,表明ICE能力不一定会阻碍电动汽车创新。然而,当ice相关能力大大超过电动汽车相关能力时,我们观察到对电动汽车专利的负面影响,表明出现锁定风险。这种效应在低复杂性地区明显更强。区域间合作专利分析表明,低复杂性和低电动汽车关联度的区域处于双重劣势,因为它们的内部定位较弱,与创新网络的融合程度较低。我们将以这四个地区为重点,说明有针对性的伙伴关系如何能够释放未开发的潜力。结果为政策讨论提供了信息,这些讨论强调了解决新兴和遗留能力结构的地点敏感创新战略的必要性。
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引用次数: 0
Boundary-spanning by design? Policy-induced innovation collaboration in the German bioeconomy 通过设计来跨越边界?德国生物经济中政策诱导的创新合作
Pub Date : 2025-12-01 DOI: 10.1016/j.peg.2025.100053
Daniel Wagner , Jakob Hoffmann , Johannes Glückler
In 2019, the German government introduced a new policy to spur field-spanning innovation synergies in the bioeconomy. The so-called ‘Innovation Space’ defines a funding umbrella around a specific bioeconomy subfield and delegates authority of decision-making on new grants and members to the initially funded consortium. In this paper, we explore the extent to which one Innovation Space focusing on bio-based textiles experienced knowledge cross-fertilization between distinct projects. We propose a typology of boundary-spanning knowledge relationships and apply a mixed relational methods approach to empirically assess the potential for knowledge cross-fertilization and, hence, policy-induced collaboration in the textile bioeconomy. Despite its recent emergence, we find incidence of boundary-spanning learning relations across projects and sectors (science–industry) since inception of the Innovation Space. Members with permanent or temporary geographical co-location, and those receiving referrals from colleagues, were more likely to engage in knowledge exchange than other members. Project managers were involved in two-thirds of boundary-spanning, whereas similar relationships between only technical members were rare. Additionally, analysis of network robustness shows that learning across project boundaries was vulnerable to already low membership fluctuation. The findings suggest that Innovation Spaces are a policy instrument that fosters knowledge cross-fertilization beyond the confines of bounded projects.
2019年,德国政府出台了一项新政策,以刺激生物经济领域的跨领域创新协同效应。所谓的“创新空间”定义了一个围绕特定生物经济子领域的资助保护伞,并将新的资助和成员的决策权委托给最初资助的财团。在本文中,我们探讨了一个专注于生物基纺织品的创新空间在不同项目之间经历知识交叉施肥的程度。我们提出了一种跨界知识关系的类型学,并应用混合关系方法来实证评估纺织品生物经济中知识交叉受精的潜力,从而评估政策诱导的合作。尽管它最近才出现,但我们发现自创新空间成立以来,跨项目和部门(科学-工业)的跨边界学习关系的发生率。与其他成员相比,拥有永久或临时地理位置的成员,以及接受同事推荐的成员,更有可能进行知识交流。项目经理参与了三分之二的边界跨越,而只有技术成员之间的类似关系是罕见的。此外,网络鲁棒性分析表明,跨项目边界的学习容易受到已经很低的隶属度波动的影响。研究结果表明,创新空间是一种政策工具,可以促进有限项目范围之外的知识交流。
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引用次数: 0
Erratum to “Making it right: Socio-environmental conditionalities in regional industrial policies” [Progress in Economic Geography 2 (2024) 100007] “做对:区域产业政策中的社会环境条件”的勘误[经济地理进展2 (2024)100007]
Pub Date : 2025-12-01 DOI: 10.1016/j.peg.2025.100051
Elisa Giuliani
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引用次数: 0
Contextualising circular economies – Insights from the urban food waste literature 循环经济的语境化——来自城市食物浪费文献的见解
Pub Date : 2025-12-01 DOI: 10.1016/j.peg.2025.100052
Franziska Czernik , Sebastian Fastenrath , Amelie Bernzen
Food Waste (FW) has been identified as an increasingly urgent global problem, above all due to the associated economic, social and ethical consequences and high environmental costs. The circular economy (CE) concept is widely discussed as an approach to rethinking resource use and minimising waste and energy. Only recently have geographers begun advancing this field, calling for a deeper understanding of how, where, and why circular economies emerge and thrive across various spatial scales. Informed by the geography of sustainability transitions literature, this paper employs a systematic literature review of 52 papers published between 2018 and 2024 to address two aims: First, we provide critical reflections into understandings of CE for the FW sector. We then explore the question in how far contextual and spatial aspects have been considered in the literature on implementing and maintaining CE of FW. We focus on the issue in urban settings as an increasingly important sink of food as urbanisation increases on a global scale. The findings reveal a narrow and largely uncritical understanding of the CE, often framed as technological or managerial fixes rather than systemic transformations. Potential negative consequences, such as the commodification of food waste and the reinforcement of existing inequalities, are rarely considered. The literature also overemphasises public sector actors and often overlooks the contributions of social enterprises, start-ups and community initiatives. Moreover, we find a distinct focus on the material flow of FW through urban spaces, while the role of actor relationships and networks for the CE, including urban-rural linkages, are largely absent from current debates.
食物浪费(FW)已被确定为一个日益紧迫的全球问题,首先是由于相关的经济、社会和道德后果以及高昂的环境成本。循环经济(CE)概念作为一种重新思考资源利用和减少浪费和能源的方法被广泛讨论。直到最近,地理学家才开始推动这一领域的发展,他们呼吁更深入地了解循环经济是如何、在哪里以及为什么在不同的空间尺度上出现并蓬勃发展的。根据可持续性转型文献的地理分布,本文对2018年至2024年间发表的52篇论文进行了系统的文献综述,以实现两个目标:首先,我们为FW部门对可持续发展的理解提供了批判性反思。然后,我们探讨了在实施和维持FW的CE的文献中,语境和空间方面的考虑程度。随着全球城市化进程的加快,我们关注的是城市环境中日益重要的食物储备问题。这些发现揭示了对行政长官的狭隘和基本上不加批判的理解,通常被框定为技术或管理上的修正,而不是系统的变革。潜在的负面后果,如粮食浪费的商品化和现有不平等的加剧,很少被考虑。这些文献还过分强调公共部门的行为者,往往忽视了社会企业、初创企业和社区倡议的贡献。此外,我们发现一个独特的焦点是FW通过城市空间的物质流动,而行动者关系和CE网络的作用,包括城乡联系,在当前的辩论中基本上是缺席的。
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引用次数: 0
China’s technological catch-up and leapfrogging in electric vehicles: A firm-level study of BYD and CATL 中国电动汽车的技术追赶与跨越:比亚迪与宁德时代的企业层面研究
Pub Date : 2025-11-28 DOI: 10.1016/j.peg.2025.100054
Lindsay Whitfield , Tobias Wuttke
This article examines how Chinese firms BYD and CATL achieved technological catch-up and became global leaders in electric vehicles and EV batteries, disrupting the automotive industry. The global value chain (GVC) and global production network (GPN) approaches struggle to explain how latecomer firms not only join global networks but also transform into lead firms themselves. The article addresses this gap by integrating insights from the economics of innovation literature and putting firm-level technological effort at the centre of analysis. It develops and applies a technological catch-up matrix that captures firm-level effort across five dimensions: proprietary knowledge, organizational capabilities, capital investment, market demand, and local supporting nexus. The article finds that BYD and CATL’s success is based on their early investments in lithium-ion battery technology for EVs beginning in the mid-2000s, preceding and actively shaping government industrial policies rather than merely responding to them. Both firms leveraged existing capabilities from China’s consumer electronics battery sector while building automotive-specific knowledge and capabilities through strategic partnerships with incumbents and recruitment of foreign expertise. The article’s comparative analysis of BYD and CATL with other Chinese EV and EV battery firms demonstrates that while government industrial policies were necessary, firm-level technological effort was equally crucial for achieving market leadership. The article contributes to understanding latecomer industrialization by showing how firms escape subordinated positions in global production networks through systematic technological effort, challenging explanations that attribute China’s EV success exclusively to government intervention.
本文考察了中国公司比亚迪和宁德时代如何实现技术追赶,并成为电动汽车和电动汽车电池的全球领导者,从而颠覆了汽车行业。全球价值链(GVC)和全球生产网络(GPN)方法难以解释后发企业如何不仅加入全球网络,而且自己也转变为领先企业。本文通过整合创新文献经济学的见解,并将企业层面的技术努力置于分析的中心,解决了这一差距。它开发并应用了一个技术追赶矩阵,该矩阵在五个方面捕获了公司层面的努力:专有知识、组织能力、资本投资、市场需求和本地支持关系。文章发现,比亚迪和宁德时代的成功是基于它们从2000年代中期开始对电动汽车锂离子电池技术的早期投资,它们先于并积极塑造政府的产业政策,而不仅仅是对政策做出回应。两家公司都利用了中国消费电子电池行业的现有能力,同时通过与现有企业的战略合作伙伴关系和招募外国专家,建立了针对汽车的知识和能力。本文对比亚迪和宁德时代与其他中国电动汽车和电动汽车电池公司的比较分析表明,虽然政府的产业政策是必要的,但企业层面的技术努力对于实现市场领导地位同样至关重要。本文通过展示企业如何通过系统的技术努力摆脱全球生产网络中的从属地位,从而有助于理解后发工业化,挑战了将中国电动汽车的成功完全归因于政府干预的解释。
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引用次数: 0
Contradiction as Method - A Critical-Theoretical Approach to Ideational Economic Geography 矛盾即方法——思想经济地理学的批判理论研究
Pub Date : 2025-10-20 DOI: 10.1016/j.peg.2025.100050
Nicklas Riekötter
This paper seeks to advance the emerging field of ideational economic geography by employing Frankfurt School critical theory, particularly Adorno's negative dialectics, to move beyond the dichotomy between critical realist and constructivist approaches. Current debates position imaginaries either as 'real' causal forces (critical realism) or as socially constructed meanings (constructivism), creating an apparent choice that limits analytical possibilities for understanding how sustainability imaginaries both express genuine ecological needs and contain them within existing social relations. The framework developed in this paper reconceptualizes ideational elements as inherently contradictory mediations between materiality and the process of ideation, transcending this divide through dialectical analysis that reveals how contradictions are constitutive rather than merely disruptive. This paper further suggests methodological strategies that focus on ruptures and failures as privileged moments for revealing these contradictions and their transformative potential.
本文试图通过运用法兰克福学派的批判理论,特别是阿多诺的否定辩证法,来超越批判现实主义和建构主义方法之间的二分法,从而推动新兴的观念经济地理学领域。目前的争论将想象定位为“真实的”因果力量(批判现实主义)或社会建构意义(建构主义),这创造了一个明显的选择,限制了理解可持续性想象如何表达真正的生态需求并将其包含在现有社会关系中的分析可能性。本文开发的框架将概念要素重新定义为物质性和概念过程之间内在矛盾的中介,通过辩证分析超越了这一鸿沟,揭示了矛盾如何构成而不仅仅是破坏性的。本文进一步提出了方法论策略,将破裂和失败作为揭示这些矛盾及其变革潜力的特权时刻。
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引用次数: 0
Future-oriented green and just regional industrial path development: Towards a critical examination 面向未来的绿色公正区域产业路径发展:走向批判性考察
Pub Date : 2025-10-11 DOI: 10.1016/j.peg.2025.100049
Suyash Jolly , Björn Asheim , Maximilian Benner , Giuseppe Calignano , Will Eadson , Huiwen Gong , Trond Nilsen
The Economic Geography literature and beyond has witnessed a growing interest in developing new green regional industrial paths and an increased emphasis on future-oriented green and just regional industrial path development. In this article, we raise new and critical questions about the notion of green and just regional industrial path development regarding who eventually benefits from it and whether the needs of the most vulnerable and marginalized actors are met. From this base, we provide an overview of two burgeoning research themes in this area: (1) the politics and agency of regional future-making narratives and practices and (2) developing new policy capabilities to build transformative resilience and navigate toward socially desirable futures. Finally, the article concludes with future research opportunities related to these promising themes and uncovers the complexities linked to future-oriented green and just regional industrial path development.
在经济地理学文献和其他文献中,人们对开发新的绿色区域产业路径越来越感兴趣,并且越来越强调面向未来的绿色和公正的区域产业路径发展。在本文中,我们就绿色和公正的区域产业路径发展的概念提出了新的和关键的问题,包括谁最终从中受益,以及最脆弱和边缘化参与者的需求是否得到满足。在此基础上,我们概述了该领域的两个新兴研究主题:(1)区域未来制定叙事和实践的政治和机构;(2)发展新的政策能力,以建立变革的弹性,并走向社会理想的未来。最后,文章总结了与这些有前景的主题相关的未来研究机会,并揭示了面向未来的绿色和公正的区域产业路径发展的复杂性。
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引用次数: 0
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Progress in Economic Geography
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