Against the backdrop of the gradual advancement of global carbon neutrality goals and the simultaneous deepening and encountering counter-currents of globalization, this paper takes representative enterprises from Hebei and Fujian provinces as case studies. It constructs an "industrial layout - factor coupling - enterprise strategy" analytical framework, combining New Economic Geography and Global Value Chain theories, to comparatively analyze the differential shaping mechanisms of non-market factors on industrial transfer paths. The research indicates that the global new energy industry transfer has shifted from cost-driven to technology-, market-, and green regulation-driven. Constrained by low-end capacity lock-in and the transmission of global trade risks, Hebei Province is forced to cope with crises through capacity relocation to Southeast Asia and equity restructuring. In contrast, Fujian Province, leveraging its port and technological innovation advantages, proactively engages in localized layout towards Europe. The divergent paths of the two provinces highlight the complexity of the interaction between regional endowment and globalization pressure, providing policy insights for optimizing the spatial governance of China's new energy industry.
Dai Xiayang Fan (Wed,) studied this question.