Tourism-Induced Livelihood Adaptive Process in Marine Protected Area Communities Under Socio-Ecological Changes: Evidence from the Pearl River Estuary, China
Abstract
1. Introduction
2. Literature Review
2.1. Sustainable Livelihood and Tourism
2.2. Actor–Network Theory, Tourism, and Livelihood
- Problematization: Key actors identify mutual interests and establish an obligatory passage point (OPP);
- Interessement: Strategies reinforce these shared interests, engaging additional actors;
- Enrollment: Actors define roles, with some taking on spokesperson functions;
- Mobilization: Roles are performed, stabilizing the network in a process called “ordering” or “black-boxing”.
3. Materials and Methods
3.1. Data Collection and Materials
3.2. Study Area and Livelihood Context
3.2.1. Study Area
3.2.2. Socio-Ecological Changes in Livelihood Context
3.3. Research Methods
3.3.1. Word Frequency Analysis and Visualization
3.3.2. Sentiment Analysis Method
3.3.3. Co-Occurrence Analysis of Main Actors
3.3.4. Thematic Analysis and Coding
4. Results
4.1. Composition of Actors and Actions
4.2. Sentiment Analysis of Different Actors
4.3. Co-Occurrence Analysis of Actors’ Interconnections
4.4. Livelihood Adaptation Process Analysis
4.4.1. Problematization and OPP
4.4.2. Interessement
4.4.3. Enrollment
“Previously, we lacked skills and steady jobs, but now at the Qi’ao Community College, I not only learned new skills but also found a stable job in a local business. After taking part in the first session of the Qi’ao Community College’s food heritage and innovation training, Ms. Liang, a Qi’ao resident working away from home, decided to start her own business. She now runs a tea and dessert shop in Bai Shi Street on Qi’ao Island. ‘Now I can increase my income and take care of my family.”(Resident interview, QA15)
4.4.4. Mobilization
“Twenty years ago, the mangroves here were almost decimated, clinging to a mere 32.2 hectares. Rebuilding them to the current 500 hectares was far more than just planting trees; it was a persistent negotiation with the landscape and local residents. Today, we have moved from conflict to a state of ‘co-existence with the sea.’ It is a shared victory of collaborative governance where the environment and the community now sustain each other.”(MPA stuff interview, QA9)
4.4.5. Objections and Negotiation in the Translation Process
“Our livelihood once revolved entirely around oyster farming. But everything changed with the new protected area; the management is so strict now, with constant patrols for illegal fishing, that nearly all the local villagers have had to give up fishing altogether. I’ve transitioned to working as a waitress in the restaurant. The work is certainly easier on my body, but the pay just doesn’t compare to what we used to earn.”(Resident interview, QA12)
5. Discussion
6. Conclusions
Author Contributions
Funding
Institutional Review Board Statement
Informed Consent Statement
Data Availability Statement
Acknowledgments
Conflicts of Interest
Appendix A
Appendix A.1
| Number | Key Words | Frequency | Weight | Proportion |
|---|---|---|---|---|
| 1 | Residents | 261 | 0.0156 | 2.33% |
| 2 | Communities | 187 | 0.0488 | 1.67% |
| 3 | Protected Areas | 156 | 0.0505 | 1.39% |
| 4 | Tourism | 144 | 0.0289 | 1.29% |
| 5 | Homestays | 130 | 0.0594 | 1.16% |
| 6 | Government | 120 | 0.0143 | 1.07% |
| 7 | Livelihood | 119 | 0.0076 | 1.06% |
| 8 | Tourist | 114 | 0.0226 | 1.02% |
| 9 | External Operator | 110 | 0.0007 | 0.98% |
| 10 | Promotion | 106 | 0.009 | 0.95% |
| 11 | Mangroves | 99 | 0.0271 | 0.88% |
| 12 | Fishing | 97 | 0.0093 | 0.87% |
| 13 | Policy | 83 | 0.0088 | 0.74% |
| 14 | Residential Land | 83 | 0.0047 | 0.74% |
| 15 | Business Management | 77 | 0.0065 | 0.69% |
| 16 | Entrepreneurship | 67 | 0.0093 | 0.60% |
| 17 | Youth Returning | 51 | 0.0004 | 0.46% |
| 18 | Protection | 50 | 0.0103 | 0.45% |
| 19 | External Stakeholders | 48 | 0.0066 | 0.43% |
| 20 | Economy | 42 | 0.0057 | 0.38% |
| 21 | Fishpond | 39 | 0.0145 | 0.35% |
| 22 | Planning | 38 | 0.0087 | 0.34% |
| 23 | Training | 37 | 0.0061 | 0.33% |
| 24 | Stalls | 36 | 0.0108 | 0.32% |
| 25 | Financial | 33 | 0.0064 | 0.29% |
| 26 | Self-organization | 30 | 0.0056 | 0.27% |
| 27 | Fishermen | 30 | 0.0098 | 0.27% |
| 28 | Ecology | 30 | 0.0085 | 0.27% |
| 29 | Investment | 30 | 0.0045 | 0.27% |
| 30 | Project | 30 | 0.0056 | 0.27% |
| 31 | Impact | 29 | 0.0044 | 0.26% |
| 32 | Garbage | 29 | 0.0089 | 0.26% |
| 33 | Restaurant | 26 | 0.0084 | 0.23% |
| 34 | Attraction | 26 | 0.0053 | 0.23% |
| 35 | Operation | 26 | 0.0049 | 0.23% |
| 36 | Income | 23 | 0.0046 | 0.21% |
| 37 | Culture | 23 | 0.0045 | 0.21% |
| 38 | Community Elites | 23 | 0.0046 | 0.21% |
| 39 | Infrastructure | 23 | 0.0063 | 0.21% |
| 40 | Conflict Manifestation | 23 | 0.0071 | 0.21% |
| 41 | Leadership | 22 | 0.0045 | 0.20% |
| 42 | Supporting Facilities | 21 | 0.0086 | 0.19% |
| 43 | Complaints Handling | 21 | 0.0046 | 0.19% |
| 44 | Problem-Solving | 20 | 0.0057 | 0.18% |
| 45 | Business Activities | 20 | 0.0051 | 0.18% |
| 46 | Tea Fruits | 20 | 0.004 | 0.18% |
| 47 | Reception | 19 | 0.0064 | 0.17% |
| 48 | Science Popularization | 19 | 0.004 | 0.17% |
| 49 | Facilities | 19 | 0.0055 | 0.17% |
| 50 | Environment | 18 | 0.0066 | 0.16% |
| 51 | Living Conditions | 18 | 0.0068 | 0.16% |
| 52 | Islands | 18 | 0.0035 | 0.16% |
| 53 | Development | 18 | 0.0056 | 0.16% |
| 54 | Weekends | 18 | 0.005 | 0.16% |
| 55 | Education Halls | 18 | 0.0071 | 0.16% |
| 56 | Outsiders | 18 | 0.0034 | 0.16% |
| 57 | Opportunities | 18 | 0.0058 | 0.16% |
| 58 | Epidemic Support | 18 | 0.006 | 0.16% |
| 59 | Bicycles | 18 | 0.0036 | 0.16% |
| 60 | Construction | 17 | 0.003 | 0.15% |
| 61 | Zhuhai | 17 | 0.0031 | 0.15% |
| 62 | Public Welfare | 16 | 0.0073 | 0.14% |
| 63 | Participation | 16 | 0.0049 | 0.14% |
| 64 | Relationships | 16 | 0.0031 | 0.14% |
| 65 | Engagement | 16 | 0.0043 | 0.14% |
| 66 | Parks | 16 | 0.0031 | 0.14% |
| 67 | Nature | 16 | 0.0036 | 0.14% |
| 68 | Plants | 15 | 0.0021 | 0.13% |
| 69 | Red Tourism | 15 | 0.0037 | 0.13% |
| 70 | Regulations | 14 | 0.0049 | 0.13% |
| 71 | Leasing | 14 | 0.0062 | 0.13% |
| 72 | Representatives | 13 | 0.0049 | 0.12% |
| 73 | Certification | 13 | 0.0028 | 0.12% |
| 74 | Location | 13 | 0.0032 | 0.12% |
| 75 | Collectives | 13 | 0.0031 | 0.12% |
| 76 | Factories | 13 | 0.0047 | 0.12% |
| 77 | Store Establishment | 13 | 0.0039 | 0.12% |
| 78 | Funding | 13 | 0.0037 | 0.12% |
| 79 | Hard Work | 13 | 0.0032 | 0.12% |
| 80 | Colleges | 13 | 0.0035 | 0.12% |
| 81 | Teams | 13 | 0.0023 | 0.12% |
| 82 | Future Development | 13 | 0.0026 | 0.12% |
| 83 | Consumption | 13 | 0.0027 | 0.12% |
| 84 | Services | 13 | 0.0059 | 0.12% |
| 85 | Cultural and Creative Industries | 13 | 0.0033 | 0.12% |
| 86 | Staff Members | 13 | 0.0054 | 0.12% |
| 87 | Public Education | 13 | 0.0027 | 0.12% |
| 88 | Collaboration | 12 | 0.0026 | 0.11% |
| 89 | Traditions | 12 | 0.0046 | 0.11% |
| 90 | Families | 12 | 0.0028 | 0.11% |
| 91 | Renting Out | 12 | 0.0042 | 0.11% |
| 92 | Costs | 12 | 0.0025 | 0.11% |
| 93 | Environmental Damage | 12 | 0.0036 | 0.11% |
| 94 | Parking Lots | 11 | 0.0024 | 0.10% |
| 95 | Integration | 11 | 0.0021 | 0.10% |
| 96 | Visiting | 11 | 0.0054 | 0.10% |
| 97 | Observation | 11 | 0.0022 | 0.10% |
| 98 | Traffic | 11 | 0.0025 | 0.10% |
| 99 | Dividends | 11 | 0.0030 | 0.10% |
| 100 | Schooling | 11 | 0.0024 | 0.10% |
Appendix A.2
| Number | Key Words | Frequency | Weight | Proportion |
|---|---|---|---|---|
| 1 | Residents | 261 | 0.0156 | 2.33% |
| 2 | Community | 187 | 0.0488 | 1.67% |
| 3 | Protected Area | 156 | 0.0505 | 1.39% |
| 4 | Homestay | 130 | 0.0594 | 1.16% |
| 5 | Government | 120 | 0.0143 | 1.07% |
| 6 | Tourists | 114 | 0.0226 | 1.02% |
| 7 | External Operators | 110 | 0.0007 | 0.98% |
| 8 | Mangroves | 99 | 0.0271 | 0.88% |
| 9 | Residential Land | 83 | 0.0047 | 0.74% |
| 10 | Fishpond | 39 | 0.0145 | 0.35% |
| 11 | Self-Organization | 30 | 0.0056 | 0.27% |
| 12 | Fishermen | 30 | 0.0098 | 0.27% |
| 13 | Ecology | 30 | 0.0085 | 0.27% |
| 14 | Project | 30 | 0.0056 | 0.27% |
| 15 | Garbage | 29 | 0.0089 | 0.26% |
| 16 | Restaurant | 26 | 0.0084 | 0.23% |
| 17 | Attractions | 26 | 0.0053 | 0.23% |
| 18 | Culture | 23 | 0.0045 | 0.21% |
| 19 | Community Elites | 23 | 0.0046 | 0.21% |
| 20 | Infrastructure | 23 | 0.0063 | 0.21% |
Appendix A.3
| Number | Key Words | Frequency | Weight | Proportion |
|---|---|---|---|---|
| 1 | Tourism | 144 | 0.0289 | 1.29% |
| 2 | Livelihood | 119 | 0.0076 | 1.06% |
| 3 | Promotion | 106 | 0.0090 | 0.95% |
| 4 | Fishing | 97 | 0.0093 | 0.87% |
| 5 | Policy | 83 | 0.0088 | 0.74% |
| 6 | Operation | 77 | 0.0065 | 0.69% |
| 7 | Entrepreneurship | 67 | 0.0093 | 0.60% |
| 8 | Youth Returning | 51 | 0.0004 | 0.46% |
| 9 | Protection | 50 | 0.0103 | 0.45% |
| 10 | Development | 48 | 0.0066 | 0.43% |
| 11 | Economy | 42 | 0.0057 | 0.38% |
| 12 | Planning | 38 | 0.0087 | 0.34% |
| 13 | Training | 37 | 0.0061 | 0.33% |
| 14 | Stalls | 36 | 0.0108 | 0.32% |
| 15 | Financial | 33 | 0.0064 | 0.29% |
| 16 | Investment | 30 | 0.0045 | 0.27% |
| 17 | Impact | 29 | 0.0044 | 0.26% |
| 18 | Management | 26 | 0.0049 | 0.23% |
| 19 | Income | 23 | 0.0046 | 0.21% |
| 20 | Complaints | 23 | 0.0071 | 0.21% |
Appendix B
| Respondent Type | Positive Term | Neutral | Negative | |||
|---|---|---|---|---|---|---|
| Frequency | Proportion | Frequency | Proportion | Frequency | Proportion | |
| Residents | 463 | 56.26% | 270 | 32.81% | 90 | 10.94% |
| Communities | 304 | 69.25% | 100 | 22.78% | 35 | 7.97% |
| Protected areas | 248 | 72.51% | 69 | 20.18% | 25 | 7.31% |
| Outside operators | 338 | 64.50% | 130 | 24.81% | 56 | 10.69% |
| Tourists | 250 | 71.43% | 60 | 17.14% | 40 | 11.43% |
Appendix C
| Date of Establishment | Total Number of Tourism Enterprises | Number of Local Tourism Enterprises | Proportion of Local Tourism Enterprises |
|---|---|---|---|
| 2010 | 2 | 1 | 50% |
| 2011 | 3 | 0 | 0% |
| 2012 | 2 | 0 | 0% |
| 2013 | 3 | 1 | 33% |
| 2014 | 2 | 1 | 50% |
| 2015 | 7 | 4 | 57% |
| 2016 | 11 | 5 | 45% |
| 2017 | 19 | 9 | 47% |
| 2018 | 11 | 6 | 55% |
| 2019 | 24 | 10 | 42% |
| 2020 | 26 | 11 | 42% |
| 2021 | 24 | 7 | 29% |
| 2022 | 13 | 5 | 38% |
| 2023 | 45 | 16 | 36% |
| 2024 | 19 | 7 | 37% |
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| Key Informants | Gender | Age | Occupation | Local Resident or Not | Personal Characteristics |
|---|---|---|---|---|---|
| K 1 | Female | 50 | Traditional cooking studio manager | Yes | Has a certain level of community visibility and influence, passionate about public welfare, and key figure in local women’s organization. |
| K 2 | Female | 45 | Local Tourism Operator | Yes | Possesses extensive experience in tourism operations and a wide social network in the community. |
| K 3 | Female | 30 | Community Administrator | Yes | Familiar with community management work, previous collaborative work together, and established a trust relationship. |
| K 4 | Female | 52 | Local Homestay Operator; Community Museum Director | Yes | One of the first homestay operators, community volunteer, familiar with local culture, and extensive social relationships. |
| K 5 | Male | 38 | External Tourism Operator | No | Owns two souvenir shops and one homestay, actively involved in island public affairs, and one of the earliest outsiders to come to the island. |
| K 6 | Female | 36 | Protected Area Researcher | No | Familiar with protected area management systems and a mangrove expert. |
| K 7 | Male | 50 | Biodiversity Expert; Protected Area Volunteer | No | Senior volunteer, passionate about public welfare and environmental protection, and knowledgeable about the history of protected area development and biodiversity conservation. |
| K 8 | Male | 32 | Outside Tourism Operator | No | Familiar with the status of the community tourism operations, familiar with the island tourism resources, and passionate about public welfare. |
| Analysis Content | Overall Sentiment Score | Positive Score | Negative Score | Positive Words | Negative Words | Degree Words | Sentiment Judgment |
|---|---|---|---|---|---|---|---|
| I used to work outside the island, but after seeing the tourism industry in Qiao Island develop so well—and as my mother was aging and needed care—I returned last year and opened this snack shop using traditional culinary skills. Interacting with tourists makes me feel very happy, and I feel proud to promote the local food culture. However, many non-local operators have also opened shops here; they are more experienced, placing pressure on locals and even leading to unhealthy competition. | 2.5 | 4 | 1.5 | develop so well, happy, promote, proud | pressure, unhealthy, competition | very (2), some (0.5) | Positive |
| Meaning Unit | Condensed Meaning Unit | Code |
|---|---|---|
| “I originally had a job at a school. In my spare time, I participate in women’s self-organization activities, making tea snacks with my friends and selling them. Sometimes, I also teach tourists how to make tea snacks.” | Earning extra income through women’s self-organization and tea snack experience courses. | Part-time job, community self-organization |
| “The community has paid a lot of attention to elderly services in recent years. There is a community canteen where seniors can get lunch at an extremely low price. Additionally, there are door-to-door medical services, which are very friendly to elderly people.” | Community provides elderly care services, such as affordable meals and home medical visits. | Elder care |
| “In winter, I make local shrimp paste at home. When I cannot finish it, stores come to collect it. I have stable partners who sell it to tourists. I can earn twenty yuan(RMB) per jar.” | Homemade shrimp paste is sold to stores, creating stable income. | Income increase |
| Type | Category | Actor |
|---|---|---|
| Human Actors | Institutional Actors | Government, Protected Area, Community Committee |
| Community Actors | Residents, Fishers, Community Elites, Self-Organization | |
| Market Actors | Tourists, External Operators | |
| Non-human Actors | Resources and Environment | Mangroves, Ecology |
| Residential Land, Fishponds, Infrastructure | ||
| Tourism-Related Elements | Garbage, Facilities, Homestays, Attractions, Restaurants, Culture |
| Association Strength | Co-Occurrence Phrases and Frequency |
|---|---|
| High Intensity | Community—Residents 72; Protected Area—Tourist 54; Mangroves—Garbage 49; Residents—Government 49; Residents—Protected Area 45; Protected Area—Government 33; Protected Area—Mangroves 33. |
| Medium Intensity | Community—Government 28; Government—Mangroves 27; Government—Ecology 26; Residents—External Operators 25; Tourist—Mangroves 25; Community—Protected Area 24; Residents—Tourist 23; Residents—Homestay 22; Residential Land—Garbage 22; External Operators—Homestay 21; Tourist—Garbage 21; Residents—Fish Pond 20; Residents—Restaurant 15; Homestay—Restaurant 15; Government—External Operators 14; Community—External Operators 12; Protected Area—Homestay 12; Protected Area—Garbage 12; Government—Tourist 12; Government—Fish Pond 12; Government—Residential Land 11; External Operators—Tourist 10. |
| Low Intensity | Residents—Fishermen 9; Community—Tourist 8; Fishermen—Government 8; Government—Culture 8; External Operators—Restaurant 8; Residential Land—Fish Pond 7; Residents—Attractions 6; Protected Area—Culture 6; Attractions—External Operators 6; Attractions—Tourist 6; Government—Infrastructure 6; Residential Land—Mangroves 6; Ecology—Garbage 6; Community—Culture 5; Residents—Residential Land 5; Protected Area—Ecology 5; Protected Area—Restaurant 5; Tourist—Homestay 5; Restaurant—Garbage 5; Ecology—Mangroves 5; Restaurant—Mangroves 4; Tourist—Residential Land 4; Tourist—Culture 4; Protected Area—Fishermen 4; Protected Area—Fish Pond 4; Residents—Self—organization 4; Residents—Mangroves 4. |
| Theoretical Categories | Themes | Key Codes |
|---|---|---|
| Problematization and OPP | Ecological Deterioration | Fish Trap, Illegal Catching, Waste, Invasive Species, Fishing Shed |
| Livelihood Transition | Fishing, Oyster Farming, Risks, Hardship, Fishing Ban, Fishpond, Lack Skills | |
| Social Issues | Illegal Fishing, Officials, Public Resources, Benefit, Distribution, Corruption, Residential Land | |
| Infrastructure Issues | Planning, Traffic, Commercial Street, Parking, Electricity | |
| Interessement | Benefit Sharing | Insurance, Rental, Collective Dividend, Part-time Jobs Poverty Subsidy, Ecological Compensation, Income Increase |
| Community Participation | Representative, Collective Economy, Oversight, Voting, Election | |
| Employment Support | Law, Free, Training, Recruitment Information, Certification | |
| Cultural Identity | Baishi Street, Memorial, Temples, Celebrities, Festival, Community Workshop | |
| Enrollment | Institutional Constraints | Seizure, Inspection, Consultation |
| Advocacy | Notice Board, Activities, Waste Sorting, Legal, Education, Social Media | |
| Communication | Research, Voting, Consolation, Survey, Discussion | |
| Operation Management | Renovation, Shares, Contracts, Tourism Projects, Investment, Leasing | |
| Public Services | Children’s Programs, Welfare, Women’s Care, Vulnerable Groups, Elder Care | |
| Mobilization | Community Self-organization | Traditional Pastry, Entrepreneurship, Skills, Socialization |
| Youth Return | Innovation, Competence, Education, Resources | |
| Business Alliance | Cooperation, Feedback, Customers, Information Sharing | |
| Volunteering | Supervision, Guide, Volunteer |
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Wang, H.; Charoenratana, S. Tourism-Induced Livelihood Adaptive Process in Marine Protected Area Communities Under Socio-Ecological Changes: Evidence from the Pearl River Estuary, China. Sustainability 2026, 18, 998. https://doi.org/10.3390/su18020998
Wang H, Charoenratana S. Tourism-Induced Livelihood Adaptive Process in Marine Protected Area Communities Under Socio-Ecological Changes: Evidence from the Pearl River Estuary, China. Sustainability. 2026; 18(2):998. https://doi.org/10.3390/su18020998
Chicago/Turabian StyleWang, Hui, and Sayamol Charoenratana. 2026. "Tourism-Induced Livelihood Adaptive Process in Marine Protected Area Communities Under Socio-Ecological Changes: Evidence from the Pearl River Estuary, China" Sustainability 18, no. 2: 998. https://doi.org/10.3390/su18020998
APA StyleWang, H., & Charoenratana, S. (2026). Tourism-Induced Livelihood Adaptive Process in Marine Protected Area Communities Under Socio-Ecological Changes: Evidence from the Pearl River Estuary, China. Sustainability, 18(2), 998. https://doi.org/10.3390/su18020998
