3.1. Formation and Lock-In of the “Dual-Track” Agricultural Path (1958–1980)
From the late 1950s to the early 1980s, the two main spatial areas of Guangming District, Guangming Farm and Gongming Commune, were governed under two distinct policy systems of the planned economy era, forming a farm–commune dual system within the same location. Although both followed a planned agricultural economic model, their policy institutions were completely different (
Table 1): Guangming Farm was dominated by the state-run farm system, while Gongming Commune was governed by the people’s commune system. These two institutional types created spatial differentiation in adjacent areas of Guangming District, and the policy differences directly locked in subsequent development paths.
The Hong Kong-oriented agricultural and sideline product path of Guangming Farm originated from historical contingencies and policy anchoring in national strategy. It was subsequently reinforced through path dependence in policy, technology, and spatial organization, ultimately forming an outward-oriented, export-focused agricultural production path under the planned economy system (
Figure 3).
Unlike Guangming Farm during the same period, Gongming Commune evolved along the mainstream path of the planned economy era (
Figure 4). In October 1958, Gongming Township, Songgang Township, and Guangming Farm were combined to form Guangming Commune. In July 1961, Gongming Township was established as a separate Gongming Commune. From then until its restructuring in 1983, the Gongming Commune system continued to operate. Following its independent establishment in 1961, the state anchored Gongming Commune as a core component of Bao’an’s grain reserve through policies of unified purchase and sale and the three-tier ownership system, with its path entirely serving domestic food self-sufficiency.
Policy constraints further reinforced path dependence through household registration barriers and internal networks. Under the national grain procurement policy, the hukou (household registration) system restricted labor mobility, preventing commune members from migrating to cities or state farms; population growth thus relied primarily on natural increase. Within the limits allowed by the planned economy, collective sideline industries (such as pig farming and weaving) and small commune- or brigade-run enterprises (such as tool factories and brick kilns) were developed to supplement income through non-agricultural activities. However, their scale and technological level remained low, still embedded within the collective ownership structure. After Bao’an County was upgraded to Shenzhen City in 1979, a small number of farmers began experimenting with township industries, yet prior to 1980 agriculture remained the dominant sector, and labor was largely unable to shift into higher value-added activities. This resulted in a closed-loop dependency among farmers, land, and grain production.
In the late 1970s, the commune attempted to break its path lock-in, for example, by allowing farmers to sell surplus products and to engage in market trading, but due to policy constraints and entrenched path dependence, the adjustments had limited impact. After fulfilling state procurement quotas, farmers in Gongming Commune could sell small amounts of vegetables and poultry, yet these activities failed to develop into a market-oriented industry. Individual handicrafts such as weaving and tool repair involved fewer than a hundred people and did not break away from the agriculture-dominated path.
Because collective property rights, procurement obligations, and the hukou system remained fundamentally unchanged, farmers lacked incentives for transformation—for instance, cultivating cash crops involved significant policy risks. As a result, these efforts served only as supplements to the planned economy, failing to integrate the commune into external networks and instead reinforcing a path dependence characterized by closed self-sufficiency.
At this stage, the land use in the prosperous areas was mainly for agricultural production. Constrained by both the nature of land ownership and the directives of the planned economy, this resulted in different spatial patterns: the concentrated farmland space of the Guangming Farm and the scattered farmland space of the Gongming Commune.
Driven by the agricultural economy, the land use space in Guangming District during this period was mainly dominated by agricultural cultivation. Therefore, farmland became the primary agricultural production space to meet the demand for food production. Based on the historical remote sensing images available for Guangming District at present, the earliest image records can be traced back to 1973. Additionally, the remote sensing images from the late 1970s to the early 1980s were analyzed. The image data from 1978 was relatively clear, so the remote sensing image data from 1978 was selected for the analysis at the end of this period. From
Figure 5a,b, it can be seen that the spatial distribution of farmland in 1973 and 1978 was relatively concentrated and stable, and was mainly used for agricultural production activities.
In 1973, agricultural and forestry land covered approximately 141.5 km2, accounting for over 90% of the total area. Among this, farmland totaled about 65.9 km2, representing approximately 42.3%. Arable land included both paddy fields (dependent on reservoir irrigation) and dry farmland (relying on natural rainfall).
3.2. Formation and Reinforcement of a Heterogeneous Space of Coexisting Agriculture and Industry (1981–2007)
In the late 1970s, profound changes took place in the international landscape: peace and development gradually became the dominant themes of the era, and the trend of economic globalization began to emerge. At that time, China’s economy was facing severe challenges. Against this backdrop, the state adopted the policy of emancipating the mind as a breakthrough. At the Third Plenary Session of the 11th Central Committee of the Communist Party of China in 1978, a historic decision was made to shift the Party’s focus toward socialist modernization, marking the beginning of the great journey of reform and opening-up.
The reform and opening-up strategy encompassed both domestic institutional reform and external economic liberalization, with the overarching objective of liberating and developing the productive forces and advancing national modernization. In 1980, amid this reform wave, Special Economic Zones (SEZs) such as Shenzhen were officially established, positioning them at the forefront of China’s integration into the global economy. To fully leverage China’s abundant labor and land resources, attract foreign capital, and promote an export-oriented development model, the central government granted Shenzhen a series of preferential policies, including tax incentives and streamlined approval procedures for foreign investment. These measures triggered a substantial inflow of foreign capital.
Concurrently, the “Three Plus One” model (Sanlai Yibu) emerged as a distinctive form of early foreign direct investment. This model encompasses four arrangements: processing with supplied materials, processing with supplied samples, assembly with supplied parts, and compensation trade. In the first three arrangements (the “Three Plus”), foreign firms functioned as clients while Chinese enterprises acted as contractors. Under contractual agreements, Chinese firms received raw or auxiliary materials, samples, packaging materials, components, or technologies from foreign partners, processed or assembled them into finished products, and returned the outputs to the clients, earning processing fees while assuming minimal market risk. The “One Compensation” arrangement—compensation trade—was based on credit agreements, whereby one party imported equipment or technology and repaid the associated costs over an agreed period through product output or labor services.
Between 1981 and 2007, the geographical boundaries of Guangming Farm and Guangming Commune did not change significantly, but Guangming Farm underwent several rounds of institutional reform. In March 1999, an administrative separation of government and enterprise was implemented, and Guangming Overseas Chinese Livestock Farm was placed under the management of Shenzhen Commerce and Trade Holding Company, becoming a first-tier state-owned enterprise directly under the municipality. In October of the same year, the Party Committee and Office of Guangming Subdistrict were officially established, taking over the social management functions previously held by the farm—marking the end of the historical era in which the farm both provided and managed social affairs. In 2002, the Overseas Chinese Farm administrative system, which had existed for nearly half a century, was formally abolished, and the remaining social management functions of Guangming Overseas Chinese Livestock Farm were further separated. Its economic entity was restructured into Guangming Group. For ease of identification and in line with common usage, this study continues to refer to the area as Guangming Farm when analyzing its development during this period.
In July 1983, the Gongming Commune was dissolved and restructured as Gongming District. It was later renamed Gongming Town in 1986 and then reorganized as Gongming Subdistrict in July 2004. During this stage, the primary administrative unit of the area was Gongming Town, and this study adopts the term “Gongming Town” when analyzing the region’s development.
During this period, driven by the policies of reform and opening-up, Guangming Farm and Gongming Town exhibited markedly different policy responses (
Table 2). Benefiting from its institutional status as a state-owned farm and its long-established function as a supply base for agricultural and sideline products exported to Hong Kong, Guangming Farm was among the earliest actors to engage in outward-oriented economic experimentation. It pioneered the “Three-plus-one” model—processing with supplied materials, processing with supplied samples, assembly with supplied parts, and compensation trade—and attracted foreign investment primarily from Hong Kong. In contrast, the policy practices of Gongming Town displayed phased breakthroughs rather than an immediate transition, which can be divided into two distinct stages:
Between 1981 and around 1992, due to its designated role as an agricultural zone, Gongming Town was strictly restricted from developing “Three-plus-one” manufacturing industries. As a result, it missed the first wave of foreign investment dominated by Hong Kong capital, and its economy remained centered on a smallholder agricultural structure.
From around 1992 to 2007, driven and negotiated by various actors such as local governments and village collectives, Gongming Town seized the momentum created by Deng Xiaoping’s 1992 Southern Tour and caught up with the wave of “Three-plus-one” manufacturing industries led mainly by Taiwanese investment. The town focused on developing the electronic information manufacturing sector, which not only facilitated Gongming’s economic transformation but also laid the initial industrial foundation for the later innovation-driven development of Guangming Science City.
After the reform and opening up, Shenzhen was like a kindling spark that quickly initiated the process of industrialization and urbanization. Although the Guangming area was part of Shenzhen, due to its location in the outer edge area, its early industrial development was relatively slow. As can be seen from
Figure 6a, in 1986, the number of enterprises in Guangming was very limited, with only scattered distribution in the central area of Gongming Town and the office area of Guangming Farm. At this time, there were differences in the institutional mechanisms between Guangming Farm and Gongming Town, and the two were loosely connected, each forming an independent industrial center, thus constituting the early dual-center pattern.
In the late 1990s, as shown in
Figure 6b, the industrial layout of Guangming District underwent significant changes. In addition to the original central area of Gongming Town (now Gongming Street) and the farm’s headquarters (now Guangming Street), the areas currently belonging to Ma Tian Street and Feng Huang Street, etc. also saw a significant increase in the number of enterprises, forming multiple industrial centers and a multi-center structure. During this period, “three-in-one and one-supply” manufacturing enterprises were widely spread, and the development model of “villages lighting up one by one and households emitting smoke” became increasingly prominent. The entire Guangming District was filled with an industrial atmosphere.
Entering the new millennium, based on the strategic planning and development considerations for urban development, Shenzhen began to impose strict restrictions on land use, shifting the focus of development to high-tech industries and striving to build Guangming High-tech Zone (now Fenghuang Sub-district). This policy was like a powerful magnet, attracting enterprises to concentrate in specific areas. At this time, the central area of Gongming Town (now Gongming Sub-district) and Guangming High-tech Zone (now Fenghuang Sub-district) became the core areas where enterprises gathered, forming two concentrated areas with distinct industrial advantages, once again reshaping the new dual industrial center pattern, see
Figure 6c.
In 1981, the residential land in Guangming District was mainly composed of scattered, widely distributed throughout the area. The land area was small and fragmented. This was related to the fact that Guangming District was mainly based on agricultural economy at that time (such as Guangming Overseas Chinese Farm, which was responsible for providing agricultural and sideline products and other functions), with low population concentration and scattered residential demands.
With development of the Shenzhen Special Economic Zone and attracted population inflow to the surrounding areas, and the township enterprises in Guangming District (such as processing factories for imported materials) began to develop initially, attracting some migrant workers, which led to an increase in residential demand.
From 1993 to 2003, the overall urbanization of Shenzhen accelerated, the industrial structure of Guangming District adjusted (such as the growth of “three-in-one and one-supplement” industries), employment opportunities increased, and the population rapidly concentrated.
After Deng Xiaoping’s Southern Tour speeches in 1992, local governments adjusted agricultural policies in Gongming Town and began to promote the development of “three supplies and one compensation” processing industries. From 1992 onward, Gongming Town moved beyond the constraints of an agriculture-based economy and established a development strategy that retained agriculture as its foundation while vigorously advancing industrialization. The town put forward the policy of “five wheels in motion,” encompassing foreign-funded enterprises (“three types of capital”), “three supplies and one compensation” processing, self-operated enterprises, internal economic linkages, and private businesses, and actively pursued investment attraction (see
Figure 7).
3.3. The Cluster Path and Breakthrough of Emerging and Traditional Industries (2008–2025)
In May 2007, the State Council officially approved the establishment of Guangming New District, making it Shenzhen’s first functional district. After its founding, the New District focused on advancing infrastructure development and industrial planning, attracting the settlement of high-tech enterprises. After 2010, Guangming New District entered a period of rapid development, emphasizing industries such as next-generation information technology and biomedicine, while continuously improving transportation, education, and other supporting facilities. In September 2018, the Guangming Administrative District was formally established, further institutionalizing this development trajectory.
Over more than forty years of reform and opening-up, Guangming District has experienced rapid economic growth. However, facing intensifying international competition in high-tech fields under new circumstances, Guangming’s development orientation has undergone a “triple leap”—from a “high-tech industrial park,” to a “world-class science city and northern center of Shenzhen,” and further to the “pilot zone of the Greater Bay Area Comprehensive National Science Center,” marking an upgrade from a municipal-level strategy to a national-level one. Please see
Table 3.
After the establishment of Guangming New District in 2008—and especially following its upgrade to Guangming District in 2018—the region faced traditional path dependencies formed during the reform and opening-up period, such as “dependence on low-end manufacturing,” “extensive land use,” and “factor-driven growth.” Through multiple mechanisms—“institutional unlocking” via policy hierarchy elevation, “value chain upgrading” through industrial policy restructuring, and “knowledge embedding” through innovation in factor policies—the district has promoted a transition from a “path dependence trap” to an “innovation-driven path.” The core logic lies in the innovative use of policy instruments to reconstruct the coupling among factor allocation, industrial organization, and spatial function (see
Figure 8).
Traditional industries—such as hardware and plastics, mold manufacturing, and garment production—represent the “path legacy” of Guangming District’s development before 2007. As of 2024, these sectors still account for 38% of enterprises above the designated size. However, aggressive elimination would risk triggering social issues such as “job loss” and “spatial vacancy.” In response, policies for traditional industries follow the logic of “adaptive reconstruction of path dependence.” Through three main approaches—“redevelopment of existing spaces,” “environmental pressure–driven phase-out,” and “functional alignment with the Science City”—the district seeks to achieve a transformation from “breaking low-end lock-in” to “activating stock value” and “adapting to emerging functions.” This strategy prevents systemic risks that could arise from abrupt path rupture (see
Figure 9).
In response to the lock-in of traditional industrial spaces characterized by low floor-area ratios, mono-functional uses, and obsolete facilities, policy interventions have focused on restructuring existing industrial stock through instruments such as industrial-to-industrial redevelopment (gong gai gong) and industrial-to-affordable-housing conversion (gong gai bao). Through gong gai gong initiatives, dispersed and aging factories in Gongming and Yutang have been consolidated into specialized industrial parks for mold and underwear manufacturing, with floor-area ratios increased from 1.2 to 3.5. The introduction of advanced technologies, including CNC machining and 3D printing, has raised the share of high-end products in the mold industry to 45% by 2024 and enabled the provision of precision components for leading firms such as China Star Optoelectronics. Collectively, these measures have facilitated a transition toward spatial intensification and functional adaptation.
To address the path lock-in of traditional industries characterized by high energy consumption and high pollution, policy interventions have pursued gradual unlocking through instruments such as tiered environmental standards and exit buffer mechanisms. Measures including differentiated electricity pricing and support for adaptation to carbon-border regulations have compelled traditional industries to undertake green upgrading. For example, Xinxing Light Alloy developed low-carbon production technologies and incorporated relevant standards into ISO certification. Following the exit of the Gongming printing and dyeing plant, the site was redeveloped into a synthetic biology industrial park, while former employees transitioned into positions such as park administrators through job-transition training. This process enabled a smooth transition of “industrial exit–workforce transformation–spatial regeneration,” thereby mitigating the social risks associated with abrupt path rupture.
In terms of industrial space, the region has undergone a transformation from “dispersed manufacturing” to an “east R&D–west manufacturing” (dong yan–xi chan) configuration, in which emerging industrial clusters (such as ultra-high-definition displays and new materials) and traditional industrial clusters (such as molds and underwear) have developed in a coordinated manner. By 2024, strategic emerging industries accounted for 57.8% of GDP, signaling a shift from dispersed production toward cluster-based innovation. First, the clustering of emerging industries has been largely realized through the establishment of an “8+5” industrial cluster system (eight strategic emerging industries plus five future industries). Sectors such as ultra-high-definition display manufacturing (with an output value exceeding RMB 200 billion), new materials (over RMB 80 billion), and biomedicine (over RMB 3.8 billion) exhibit clear patterns of core agglomeration and value-chain extension. In 2024, the value added of strategic emerging industries reached 57.8% of GDP, positioning them as the region’s primary spatial growth pole. Second, traditional industrial agglomerations have been significantly upgraded. Sectors including hardware and plastics, molds, and underwear have shifted from citywide dispersion to localized clustering, forming major traditional industry clusters in Matian Subdistrict (underwear and watches) and Yutang Subdistrict (molds). Through industrial-to-industrial redevelopment and design-driven upgrading, these sectors achieved notable technological advancement; by 2024, high-end products accounted for 45% of traditional industrial output. As a result, traditional industries have developed supporting and complementary relationships with emerging industries—for example, the mold industry supplying precision components to the ultra-high-definition display sector. Third, a spatial division of labor characterized by “east R&D–west manufacturing” has taken shape, demarcated by the Longda Expressway. The eastern area (Xinhu and Guangming subdistricts), anchored by Guangming Science City, has evolved into an “innovation source zone,” concentrating more than 60% of research institutions, major scientific facilities, and technology enterprises. In contrast, the western area (Yutang and Matian subdistricts) has emerged as an “advanced manufacturing zone,” undertaking pilot testing and large-scale production based on eastern R&D outputs. In 2024, the western area contributed 55% of total industrial output, demonstrating effective spatial synergy between innovation and manufacturing.
In terms of land use, the area has transitioned from “extensive industrial land use” to “innovation-oriented intensive use.” By 2024, land designated for scientific research accounted for 15% of total land use, industrial land-use efficiency had increased by 3.75 times, and ecological land comprised 28% of the total area. First, land for scientific research has evolved from near absence to spatial concentration. The proportion of research land increased from 0.5% in 2007 to 15% in 2024, giving rise to the Gongchang Road Scientific Research Corridor, which clusters more than 120 research entities, including the Shenzhen campus of Sun Yat-sen University and the Shenzhen Bay Laboratory. This shift reflects a fundamental reorientation of land use from a production-oriented to an innovation-oriented pattern. Second, industrial land has undergone “quality upgrading with reduced quantity.” While the total area of industrial land declined from 45 km
2 in 2007 to 38 km
2 in 2024, the floor-area ratio increased from 1.2 to 3.5. Through industrial-to-industrial redevelopment (gong gai gong), approximately 1.2 million m
2 of space for high-end industries was released. As a result, land output efficiency rose from RMB 1.2 billion per km
2 in 2007 to RMB 4.5 billion per km
2 in 2024. Third, farmland has experienced “peripheral concentration” alongside the restoration of ecological space. Farmland area decreased from 28 km
2 in 2007 to 12 km
2 in 2024, shifting from fragmented, citywide distribution to concentrated peripheral zones, mainly in the southern part of Guangming Subdistrict. Simultaneously, the Maozhou River was transformed from a heavily polluted waterway into a wetland landscape, accompanied by the establishment of ecological buffers such as Shiyan Wetland Park and Dayan Mountain Forest Park. Consequently, ecological land now accounts for 28% of the total area, forming a composite spatial structure integrating scientific research, industry, and ecology. See
Figure 10.
This study employs FRAGSTATS to calculate the Aggregation Index for different years and land-use types in Guangming District. The results are as follows in
Table 4:
From
Table 4, we can see the aggregation index in farm/industrial and Scientific land became large from 1986 to 2024. Aligned with
Figure 10, they explain that the land use in different types start to form a block in four decades.
Policies have broken the “factor-driven, industry-dominated” path dependence that had formed between 1981 and 2007 through a dual mechanism of “national strategic empowerment + local adaptive innovation.” First, national-level strategic upgrading: Guangming District was incorporated into major national strategies such as the Guangdong–Hong Kong–Macao Greater Bay Area and the Pilot Demonstration Zone, and was designated as a core area of the International Science and Technology Innovation Center. By deploying policy instruments such as large scientific facilities and dedicated research land quotas, these strategies dismantled rigidities such as the “industrial land fixation” and “absence of innovation functions,” providing strategic legitimacy for spatial reconstruction. Second, local government flexibility and adaptation: The district introduced innovative policies such as mixed-use zoning, the “chain-leader system,” and R&D subsidies to reduce institutional transaction costs. For example, the mixed-use land policy allows integrated development of research, residential, and commercial functions, breaking traditional land-use restrictions; the chain-leader system coordinates spatial layouts along industrial supply chains, preventing disordered competition and enabling more efficient spatial resource allocation.
As can be seen from
Figure 11a,b, during the period from 2007 to 2012, although the number of enterprises increased, the spatial distribution pattern did not undergo significant changes. The enterprises were mainly concentrated in the several core areas that were developed earlier, and the scope and density of their clustering remained relatively stable. This indicates that during this stage, the spatial development pattern of enterprises in Guangming District had a certain continuity. There was no large-scale relocation of enterprises or formation of new large-scale clustering areas. This characteristic was closely related to the development stage of Guangming District at that time. In the early stage of the establishment of Guangming New District, the industries were mainly traditional manufacturing, and they had strong dependence on infrastructure and supporting facilities. Enterprises tended to be located in mature areas, and the spatial expansion motivation was relatively weak. The formation of Guangming District’s “east for research, west for production” pattern reflects a spatial transition in regional development—from scale expansion to quality and efficiency enhancement, and from disorderly agglomeration to orderly functional division of labor.
From 2012 to 2018, as shown in
Figure 11b,c, the spatial agglomeration of enterprises exhibited a dual pattern of core expansion and spatial enlargement. On the one hand, supported by improved infrastructure and favorable policies, the existing agglomeration cores expanded in both extent and density, indicating a strengthening of their attractiveness and agglomeration capacity and drawing an increasing number of enterprises into these areas. On the other hand, several new, small-scale agglomeration centers emerged, suggesting that, with ongoing regional development, a broader range of areas had acquired the conditions necessary to attract firms. This reflects a spatial expansion of economic activity across the region.
From 2018 to 2024, as shown in
Figure 11c,d, enterprise agglomeration was further intensified and refined. Not only did the existing agglomeration centers continue to expand and strengthen, but newly emerging agglomeration areas also matured, giving rise to a more complex and diversified spatial pattern of enterprise distribution. This evolution is closely associated with industrial upgrading in Guangming District, adjustments in urban planning, and the continued improvement of transportation and other infrastructure, which together have encouraged enterprises to reorganize their spatial layouts and pursue clustered development across different areas in line with their specific needs.
This study employs ArcMap to calculate the global Moran’s I of the number of enterprises in different years in Guangming District in
Table 5. Also, we calculate the local Moran’s I of enterprise counts in Guangming District for different years, based on a 1000-m spatial grid; see
Figure 12.