Research on the Evolution Trends of Industrial Structure and Spatial Agglomeration under Exogenous Trade Shocks

Authors

  • Zhicheng Tao School of Social Science, University of Manchester, Manchester, UK

DOI:

https://doi.org/10.54097/mxjp7z25

Keywords:

Exogenous Trade Shocks, Industrial Structure, Spatial Agglomeration, Industrial Upgrading, Regional Industrial Layout

Abstract

The global trade pattern is disturbed by policy adjustments, public health events, and geopolitical situations, and external trade shocks have become normalized, profoundly affecting the upgrading of China's industrial structure and the evolution of regional agglomeration patterns. To clarify the intrinsic relationship between exogenous trade shocks and domestic industrial development, this paper draws on official statistics from the National Bureau of Statistics and the General Administration of Customs. Taking into account the real scenarios of rising trade barriers and cross-border supply chain fluctuations, it analyzes the evolution of the three industrial structures and the differentiation characteristics of the manufacturing industry under external shocks, and explores the restructuring direction of the industrial agglomeration pattern in coastal and inland areas. Research has found that changes in the external economic and trade environment are forcing export-oriented industries to accelerate their transformation. Labor-intensive industries feature concurrent domestic gradient relocation and overseas transfer. High-tech industries continue to converge towards core urban clusters, and industrial spatial layout is gradually departing from the coastal unipolar layout and evolving towards multi-regional coordination. Based on the practical shortcomings of industrial development, proposing targeted optimization paths can provide theoretical basis and practical reference for regional industrial planning and safeguarding the security of industrial and supply chains.

Downloads

Download data is not yet available.

References

[1] Helm, I. (2020). National industry trade shocks, local labour markets, and agglomeration spillovers. The Review of Economic Studies, 87(3), 1399–1431. https://doi.org/10.1093/restud/rdz055

[2] Bonadio, B., Huo, Z., Levchenko, A. A., & Pandalai-Nayar, N. (2021). Global supply chains in the pandemic. Journal of International Economics, 133, 103534. https://doi.org/10.1016/j.jinteco.2021.103534

[3] Caliendo, L., Dvorkin, M., & Parro, F. (2019). Trade and labor market dynamics: General equilibrium analysis of the china trade shock. Econometrica, 87(3), 741–835. https://doi.org/10.3982/ECTA13748

[4] Rodrik, D. (2016). Premature deindustrialization. Journal of Economic Growth, 21(1), 1–33. https://doi.org/10.1007/s10887-015-9122-3

[5] Handley, K., & Limão, N. (2015). Trade and investment under policy uncertainty: theory and firm evidence. American Economic Journal: Economic Policy, 7(4), 189–222. https://doi.org/10.1257/pol.20140068

[6] Kovak, B. K. (2013). Regional effects of trade reform: What is the correct measure of liberalization? American Economic Review, 103(5), 1960–1976. https://doi.org/10.1257/aer.103.5.1960

[7] Ellison, G., Glaeser, E. L., & Kerr, W. R. (2010). What causes industry agglomeration? Evidence from coagglomeration patterns. American Economic Review, 100(3), 1195–1213. https://doi.org/10.1257/aer.100.3.1195

[8] Duranton, G., & Puga, D. (2005). From sectoral to functional urban specialisation. Journal of Urban Economics, 57(2), 343–370. https://doi.org/10.1016/j.jue.2004.12.002

[9] Bloom, N., Schankerman, M., & Van Reenen, J. (2013). Identifying technology spillovers and product market rivalry. Econometrica, 81(4), 1347–1393. https://doi.org/10.3982/ECTA9466

[10] Crowley, M., Meng, N., & Song, H. (2018). Tariff scares: Trade policy uncertainty and foreign market entry by Chinese firms. Journal of International Economics, 114, 96–115. https://doi.org/10.1016/j.jinteco.2018.05.005

[11] Alder, S., Shao, L., & Zilibotti, F. (2016). Economic reforms and industrial policy in a panel of Chinese cities. Journal of Economic Growth, 21(4), 305–349. https://doi.org/10.1007/s10887-016-9130-z

Downloads

Published

03-06-2026

Issue

Section

Articles

How to Cite

Tao, Z. (2026). Research on the Evolution Trends of Industrial Structure and Spatial Agglomeration under Exogenous Trade Shocks. International Journal of World Economic Research, 2(1), 26-29. https://doi.org/10.54097/mxjp7z25