Abstract:As China's wind power industry shifts from scale expansion toward value enhancement, improving development performance increasingly depends on coordination across segments of the industry chain. This study provides a comprehensive analysis of China's wind power development (CWPD) from a whole industry chain perspective, covering innovation, investment, production and consumption. Using exploratory spatial data analysis and the geographical detector model, this study examines the spatial-temporal characteristics and key determinants of CWPD from 2005 to 2021. Results show that: (1) At the national level, spatial agglomeration in investment, production and consumption has generally weakened over time, while innovation has shown a renewed tendency toward spatial concentration; (2) Spatially, CWPD follows a pattern characterized by the coastal concentration of innovation, resource-driven investment and production in northern regions, and demand-oriented consumption in eastern regions. However, the persistent separation among innovation, deployment, and demand centers leads to structural mismatches along the industry chain; (3) Wind resource endowment shapes the spatial-temporal patterns, while GDP, green finance, and urbanization further intensify agglomeration. Economic policy uncertainty and environmental regulations serve as external driving forces for the transformation of spatial-temporal characteristics, while technology acts as an internal driving force. Based on these findings, this study advises Chinese policymakers to facilitate a shift from capacity-oriented expansion toward coordinated whole industry chain planning, prioritizing a short-term emphasis on local absorption and system integration in wind-rich regions, a medium-term focus on cross-regional grid and market coordination, and long-term strategies promoting functional complementarity among innovation, deployment, and consumption centers.
🔗链接:https://doi.org/10.1016/j.esr.2026.102105