Economic Performance and Spatial Layout of China’s Lithium Battery Industry in the Context of Energy Transition
Keywords:
региональное неравенство, lithium-ion battery industry, spatial agglomeration, technical efficiency, Stochastic Frontier Analysis (SFA), regional disparityAbstract
Aim. To investigate the evolution of the spatial structure and economic efficiency of China’s lithium- ion battery industry against the backdrop of the global energy transition. Methods. The study employs value chain analysis to assess industrial linkages and Stochastic Frontier Analysis (SFA) to measure the technical efficiency of production across 30 Chinese provinces from 2015 to 2023. Results. Significant regional agglomeration is identified in East China (Yangtze River Delta); however, a structural imbalance exists between production capacity and resource utilization efficiency. The data indicate that mere scale expansion is no longer the primary driver of efficiency. Conclusions. To achieve sustainable development, the industry must shift from extensive growth to spatial layout optimization and technological upgrading, strengthening inter-regional coordination.Downloads
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