Progress in Economic Geography最新文献

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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

Progress in Economic Geography

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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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

Progress in Economic Geography

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。

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

Progress in Economic Geography

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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Zooming-in: Expanding the micro-geographic perspective in economic geography 放大：拓展经济地理学的微观地理视角

Progress in Economic Geography

Pub Date : 2025-07-26 DOI: 10.1016/j.peg.2025.100048

Etienne Capron , Raphaël Suire

While economic geography is mainly concerned with regional and global dynamics, this paper examines the relevance of the micro-geographical perspective that has recently emerged to study the specificities of what happens within city-regions. This perspective aims to produce analysis closer to economic agents, with a particular focus on small-scale spatial units to provide a more nuanced understanding of economic dynamics at the neighborhood, street or building levels. We advocate embracing the potential of this line of research to advance economic geography, given that micro-geography can intersect different theoretical paradigms, methodological approaches and emerging themes.

虽然经济地理学主要关注区域和全球动态，但本文考察了最近出现的微观地理学视角的相关性，以研究城市区域内发生的事情的特殊性。这一视角旨在产生更接近经济主体的分析，特别关注小规模的空间单元，以提供对社区、街道或建筑层面的经济动态的更细致的理解。鉴于微观地理学可以交叉不同的理论范式、方法方法和新兴主题，我们主张接受这一研究方向的潜力，以推动经济地理学的发展。

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Cryptocurrency ATMs and cryptofication of everyday life: The uneven diffusion of crypto into quotidian spaces and places 加密货币atm机与日常生活的加密：加密货币在日常空间和场所的不均匀扩散

Progress in Economic Geography

Pub Date : 2025-07-09 DOI: 10.1016/j.peg.2025.100047

Ryan Wyeth , Dariusz Ilnicki , Krzysztof Janc

Extant geographical literature about cryptocurrencies and blockchain technologies has focused on unveiling these technologies’ material dimensions (the localized impacts of cryptocurrency ‘mining’) and evaluating their potential to disrupt or disintermediate the financial sector. Less has been said about the ‘consumer end’ of these technologies (e.g. the purchase, sale, and exchange of cryptocurrencies). The present paper makes a preliminary attempt to address this gap in the literature by examining cryptocurrency ATMs (CATMs) – one of numerous ‘points of contact’ between ‘the virtual’ and ‘the material’ within the cryptocurrency ecosystem. Drawing inspiration from literature on FinTech-inflected financialization of everyday life and ‘financial democratization’, the authors use quantitative data to demonstrate that cryptocurrencies, via CATMs, are increasingly embedded into quotidian spaces, but in an uneven, variegated fashion. This implies that CATMs are an as-yet specialized financial innovation, but which might be disproportionately encountered by particular social groups. Building on this observation, the authors argue that CATMs, like other forms of FinTech, might represent another area in which user-interface design is used to encourage the use of ‘fringe’ financial products among marginalized populations. The article concludes by summarizing this research and indicating potential directions for future research.

关于加密货币和区块链技术的现有地理文献侧重于揭示这些技术的物质维度（加密货币“挖矿”的局部影响），并评估它们破坏金融部门或去中介化的潜力。关于这些技术的“消费者端”（例如加密货币的购买、销售和交换）的说法较少。本文通过研究加密货币atm （catm）——加密货币生态系统中“虚拟”和“物质”之间的众多“接触点”之一，初步尝试解决文献中的这一差距。从金融科技影响的日常生活金融化和“金融民主化”的文献中获得灵感，作者使用定量数据证明，通过catm，加密货币越来越多地嵌入日常空间，但以不均匀、多样化的方式。这意味着catm是一种专业化的金融创新，但可能会被特定的社会群体不成比例地遇到。基于这一观察，作者认为，与其他形式的金融科技一样，catm可能代表了另一个领域，在这个领域中，用户界面设计被用来鼓励边缘化人群使用“边缘”金融产品。文章最后对本文的研究进行了总结，并指出了未来的研究方向。

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引用次数: 0

Toward a labour geography of cryptocurrency: Place, pensions and protests 走向加密货币的劳动力地理：地方、养老金和抗议

Progress in Economic Geography

Pub Date : 2025-06-03 DOI: 10.1016/j.peg.2025.100046

Alex Quesnel, Steven Tufts

This article argues that cryptocurrencies have a hidden, or “crypto”, labour geography. Workers and their institutions have been under theorized in the literature, despite playing an active, yet often contradictory, role in the (re)production of cryptocurrency. Drawing from labour geography, we turn to three issues where workers are producing crypto-landscapes in contradictory ways: labour’s promotion of cryptocurrency mining facilities in post-industrial communities; the role of financialization and pension fund investments in cryptocurrencies; and community struggles for dis/investment in crypto-mining and protests over its environmental implications. We highlight the contradictory relations between labour and capital in the production of crypto landscapes and the populist sentiments among workers that play a role in shaping their development.

本文认为，加密货币具有隐藏的或“加密”的劳动力地理。尽管工人和他们的机构在加密货币的（再）生产中发挥了积极但往往相互矛盾的作用，但在文献中一直被理论化。从劳动力地理学的角度出发，我们转向三个问题，在这些问题上，工人们正在以相互矛盾的方式生产加密货币景观：劳动力在后工业社区促进加密货币挖矿设施；金融化和养老基金投资加密货币的作用；社区也在努力争取对加密货币挖矿的投资，并抗议其对环境的影响。我们强调了加密景观生产中劳动力和资本之间的矛盾关系，以及在塑造其发展中发挥作用的工人中的民粹主义情绪。

引用次数: 0

Two legal tenders, no currency. El Salvador’s bitcoin adoption between world money and international money 两种法定货币，没有货币。萨尔瓦多在世界货币和国际货币之间采用比特币

Progress in Economic Geography

Pub Date : 2025-05-20 DOI: 10.1016/j.peg.2025.100045

Tobias Boos , Juan Grigera

This article critically examines the adoption of Bitcoin as legal tender in El Salvador, contextualising it within the legacy of official dollarisation after 2001. First, we empirically assess the benefits and costs of dollarisation, finding that, despite some theoretical claims, the benefits remain questionable in hindsight, while the costs for the country were relatively low. Second, we explore Bitcoin's role as legal tender, proposing its understanding as a form of International Money and its potential in facilitating remittances. Building on this, we show that the existing dollarisation and a ‘soft adoption’ of Bitcoin contributed to a comparatively low risk and low associated costs of introducing Bitcoin as a second legal tender. Third, we situate these developments within the broader geopolitical context, where the global monetary and financial system and the hegemony of the USD (the current World Money) are increasingly being repoliticised. In this light, the adoption of Bitcoin can be seen as a trial-and-error, unsuccessful at best, attempt by the Salvadoran government to enhance its leverage, improve remittance flows, and provide a low-cost escape valve in an evolving global landscape.

本文批判性地考察了比特币在萨尔瓦多作为法定货币的采用，并将其置于2001年后官方美元化的遗产中。首先，我们对美元化的收益和成本进行了实证评估，发现尽管有一些理论上的主张，但在事后看来，收益仍然值得怀疑，而该国的成本相对较低。其次，我们探讨了比特币作为法定货币的作用，提出了将其理解为一种国际货币形式及其在促进汇款方面的潜力。在此基础上，我们表明，现有的美元化和比特币的“软采用”有助于将比特币作为第二法定货币引入相对较低的风险和较低的相关成本。第三，我们将这些发展置于更广泛的地缘政治背景下，全球货币和金融体系以及美元（目前的世界货币）的霸权正日益被重新政治化。从这个角度来看，比特币的采用可以被视为萨尔瓦多政府试图提高其杠杆率，改善汇款流动，并在不断变化的全球格局中提供低成本的安全阀的一次尝试和失败。

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引用次数: 0

Bioeconomy innovations and their regional embeddedness: Results from a qualitative multiple-case study on German flagship innovations 生物经济创新及其区域嵌入性：来自德国旗舰创新定性多案例研究的结果

Progress in Economic Geography

Pub Date : 2025-05-03 DOI: 10.1016/j.peg.2025.100044

Michael P. Schlaile , Jonathan Friedrich , Luise Porst , Jana Zscheischler

This article explores the regional embeddedness of bioeconomy innovations in Germany, focusing on “flagship” innovation projects that exemplify the challenges and opportunities of systemic changes towards bioeconomies. While bioeconomies have been promoted as solutions to global challenges and opportunities for sustainable regional development, there are ongoing debates about the actual benefits of bioeconomies. These debates result not least from diverging visions of both bioeconomy and innovation. The concept of regional embeddedness shows promise for addressing such issues but needs empirical refinement and conceptual substantiation. Therefore, our study investigates how innovators perceive their bioeconomy innovations to be regionally embedded and which regional challenges and opportunities they identify, using a qualitative multiple-case study approach. More precisely, we report the findings from 16 interviews with experts involved in “flagship” innovations in the German bioeconomy. Our findings highlight the heterogeneity of bioeconomy visions and corresponding innovations and confirm the relevance of different types of proximity. Moreover, higher education institutions and research institutes are found to play a key role in driving bioeconomy innovations, which may, however, contribute to regional differences in capacities and capabilities for sustainable bioeconomy innovations and transitions. Building on our findings, we propose a first conceptual framework incorporating both procedural and effectual dimensions of regional embeddedness. Generally, our article provides insights for policymakers, innovators, and other scholars interested in better understanding and governing bioeconomies through regionally embedded innovation processes.

本文探讨了德国生物经济创新的区域嵌入性，重点关注“旗舰”创新项目，这些项目体现了生物经济系统性变革的挑战和机遇。虽然生物经济已被推广为解决全球挑战和可持续区域发展机遇的解决方案，但关于生物经济的实际效益仍存在争论。这些争论主要源于对生物经济和创新的不同看法。区域嵌入性的概念显示了解决这些问题的希望，但需要经验的改进和概念的证实。因此，我们的研究采用定性的多案例研究方法，调查了创新者如何看待他们的生物经济创新具有区域嵌入性，以及他们发现了哪些区域挑战和机遇。更准确地说，我们报告了对参与德国生物经济“旗舰”创新的专家进行的16次采访的结果。我们的研究结果强调了生物经济愿景和相应创新的异质性，并证实了不同类型的接近性的相关性。此外，高等教育机构和研究机构在推动生物经济创新方面发挥着关键作用，但这可能会导致可持续生物经济创新和转型能力的区域差异。基于我们的发现，我们提出了第一个包含区域嵌入性的程序和有效维度的概念框架。总的来说，我们的文章为决策者、创新者和其他对通过区域嵌入式创新过程更好地理解和管理生物经济感兴趣的学者提供了见解。

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引用次数: 0

From average to extremes: Application of archetypal analysis in economic geography 从平均到极端：原型分析在经济地理学中的应用

Progress in Economic Geography

Pub Date : 2025-04-25 DOI: 10.1016/j.peg.2025.100042

Milad Abbasiharofteh

This article introduces Archetypal Analysis (AA) to economic geographers. AA is a novel unsupervised learning method that identifies and analyses outliers in multivariate datasets. Unlike conventional clustering methods focusing on the average, AA highlights extreme cases and represent each data point as convex combinations of extreme points. This method offers a needed analytical tool for recent economic geography research efforts studying the key drivers of success against all odds, like green transition in peripheral regions or poor outcomes like regional left-behindness. The article showcases the applicability of AA by creating a typology of European regions’ technological specializations in clean and dirty technologies. We provide open access to an R script to facilitate the adoption of AA in future economic geography research.

本文将原型分析（AA）介绍给经济地理学家。AA是一种新的无监督学习方法，用于识别和分析多元数据集中的异常值。与关注平均值的传统聚类方法不同，AA突出极端情况，并将每个数据点表示为极值点的凸组合。这种方法为最近的经济地理学研究工作提供了一种必要的分析工具，用于研究克服各种困难的关键驱动因素，如外围地区的绿色转型或区域落后等不良结果。本文通过创建欧洲地区在清洁技术和污染技术方面的技术专门化类型，展示了AA的适用性。我们提供了一个R脚本的开放访问，以便在未来的经济地理学研究中采用AA。

引用次数: 0

A GPN perspective on the adoption of blockchain technology in global supply chains 全球供应链采用区块链技术的GPN视角

Progress in Economic Geography

Pub Date : 2025-04-24 DOI: 10.1016/j.peg.2025.100043

Sarah Franz

Blockchain technology is lauded for its potential to enhance transparency, traceability, and ultimately lead to more resilient and sustainable supply chains. However, its implications for power dynamics, governance and spatial reconfigurations in global production networks (GPNs) remain underexplored. This paper examines the adoption of blockchain technology in global supply chains and reviews its associated benefits and barriers. The paper highlights three main arenas where applying key concepts of GPN theory can help us understand how digital technologies, such as blockchain, reshape the geography and organisation of production. First, focusing on the different dimensions of power could provide a nuanced exploration of blockchain’s impact on power relations between actors in GPNs. Second, the field would benefit from an analysis of the interplay between digital- and physical space acknowledging the human factor in narratives of digital transformation. Third, there is a need to evaluate blockchain’s role as a potential technology of globalisation, changing the nature of global production and trade. For GPN theory to remain relevant, it must integrate the effects of digital technologies on actor strategies, power relations, and uneven development within global production systems.

区块链技术因其提高透明度和可追溯性的潜力而受到称赞，并最终导致更具弹性和可持续的供应链。然而，其对全球生产网络（GPNs）的权力动态、治理和空间重构的影响仍未得到充分探讨。本文考察了区块链技术在全球供应链中的应用，并回顾了其相关的利益和障碍。本文强调了三个主要领域，在这些领域中，应用GPN理论的关键概念可以帮助我们理解数字技术（如区块链）如何重塑生产的地理和组织。首先，关注权力的不同维度，可以细致入微地探索b区块链对GPNs中行动者之间权力关系的影响。其次，该领域将受益于对数字空间和物理空间之间相互作用的分析，承认数字转型叙事中的人为因素。第三，有必要评估bb0作为全球化潜在技术的作用，它将改变全球生产和贸易的性质。为了使GPN理论保持相关性，它必须整合数字技术对行动者战略、权力关系和全球生产系统内不平衡发展的影响。

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