4.1. Data Sources and Sample Design
The data for this study were obtained from a questionnaire survey conducted between June and July 2025, using both online and offline distribution methods. The survey covered Guangling District, Hanjiang District, Jiangdu District, county-level cities, and functional zones of Yangzhou. To ensure that the evaluation results possess both statistical significance and practical representativeness, the study followed the principle of probability sampling [
55], thereby meeting the validity requirements of the Contingent Valuation Method for sample data. In designing the sample, Scheaffer’s sampling theory formula was applied as a reference:
where
n represents the required sample size;
Z is the critical value corresponding to the confidence interval (usually 1.96 for a 95% confidence level);
p is the estimated proportion, which is taken as 0.5 when no prior data are available, in order to maximize the sample size; and
e is the allowable sampling error. Based on the above formula, and taking into account the questionnaire structure and error tolerance of this study, the final required sample size was determined to be at least 385, so as to meet the requirements of the confidence interval and error control.
In addition, some scholars argue that the population in CVM studies should be defined according to the policy decision-making level targeted by the research [
56], with annual tourist visits to the study area included in the sample population [
57,
58]. However, both the present author and several experts in the field contend that annual tourist visits measure the number of events rather than independent individuals, as the same visitor may account for multiple visits. Moreover, tourists do not constitute a long-term and stable potential paying group. Including this data in the sample population would substantially inflate the population size and consequently lead to an overestimation of the final non-use value [
33,
59]. On this basis, this study defines the sample population as the potential value-perceiving group within the research area, namely the permanent residents of Yangzhou. According to Yangzhou’s 2024 statistical data, the year-end permanent resident population was 4.5868 million. To more accurately reflect effective individuals with payment capacity, approximately 520,000 adolescents were excluded from the sample population, resulting in a final sample population of
Based on the aforementioned minimum required sample size of 385, and to ensure the completeness and validity of the questionnaire data, a total of 490 questionnaires were distributed in this study, of which 245 were issued to local permanent residents and 245 to tourists and other public groups. During the data cleaning process, questionnaires deemed invalid due to incomplete responses, severe logical conflicts, or duplicate submissions were excluded. Ultimately, a total of 415 valid questionnaires were obtained, including 212 from the resident group and 203 from the tourist and other groups, with an overall effective recovery rate of 84.7%. This outcome reflects the high validity and representativeness of the questionnaire design and implementation in this survey, providing a reliable data foundation for the subsequent identification and quantitative analysis of non-use value.
The overall survey sample in this study is characterized by a relatively high level of education, a predominance of young and middle-aged groups with medium income, and strong interests in tourism and heritage experiences. At the same time, the public generally shows a low level of satisfaction with the current state of conservation of former residences of historical figures, but demonstrates a high degree of recognition of the conservation concept based on the Cultural Triad Theory (
Table 4).
4.2. Value Evaluation of Former Residences of Historical Figures
This study adopts the public’s maximum willingness to pay (WTP) as the measurement indicator of the non-use value of former residences of historical figures in Yangzhou, mainly based on the following considerations: First, WTP aligns with the principles of utility maximization and constant utility on which the Contingent Valuation Method is based, enabling it to accurately reflect the public’s value perception and willingness to pay for cultural heritage conservation under hypothetical market scenarios [
57]. Second, compared with willingness to accept compensation (WTA), WTP is easier for respondents to understand and accept, and its values are generally less affected by psychological expectations of compensation, thereby providing stronger practical operability and policy reference significance. In addition, WTP is usually constrained by individual income, making its evaluation results closer to the public’s actual payment capacity, and thus more suitable for cost–benefit analysis and funding estimation in the formulation of public policies on cultural heritage [
60,
61,
62].
On this basis, the following formula is adopted in this study to quantitatively estimate the non-use value (V) of former residences of historical figures in Yangzhou:
where
denotes the average willingness-to-pay value of the sample;
P0 represents the effective population base of the overall study population; and
r is the payment willingness rate, that is, the proportion of respondents expressing a positive willingness to pay.
In the questionnaire design of this study, the payment card format was adopted to set the core valuation questions. Compared with open-ended or dichotomous formats, the payment card method provides a series of monetary options, which reduces respondents’ cognitive burden and guides them to express their true willingness-to-pay values within a reasonable range. This format helps improve response rates, control strategic answering behaviors, and enhance data stability and comparability, and has been widely applied in CVM studies on cultural heritage [
63,
64,
65]. In this study, the final payment card interval was set at 10–500 CNY, based on the following considerations. First, reference was made to relevant research in the field of cultural heritage conservation. For instance, Liu Tao applied CVM and the SPIKE model in a study of Dalian Dongguan Street, estimating an average willingness to pay of 33.5 CNY, with the questionnaire designed to include a wide interval in order to capture realistic public expectations [
58]. Similarly, Dai Jian’s survey of Harbin’s Daoli District revealed an average willingness to pay approximately 60 CNY, with options ranging from 5 CNY to 1000 CNY to ensure data representativeness [
20]. Second, local small-scale interviews and pilot testing indicated that the public’s psychological tolerance range was concentrated mostly between several tens to several hundred CNY. Accordingly, this study adopted the 10–500 CNY interval, which covers both the minimum payment capacity of low-income groups and the higher expectations of high-income groups, thereby reducing the risk of data bias caused by overly narrow intervals. By combining insights from literature and empirical investigation, this design helps mitigate risks of anchoring bias and range bias. Guided by the evaluation objectives, the questionnaire design refers to the structure of relevant literature and typical case studies [
66,
67], while also considering common CVM bias types and corresponding countermeasures. The questionnaire is divided into five parts: the first part provides a brief introduction to the basic information of former residences of historical figures in the research area, helping respondents establish preliminary knowledge of the evaluation object; the second part introduces the construction of the value system of former residences of historical figures based on the Cultural Triad Theory; the third part is a survey on value perception and attitudes, aiming to understand respondents’ level of knowledge, emotional identification, and attitudes toward the conservation of former residences of historical figures; the fourth part concerns willingness-to-pay, guiding respondents to select their maximum payment amount within a reasonable range; and the fifth part collects respondents’ personal basic information. This questionnaire structure is designed to improve the effectiveness of responses and enhance the scientific validity and explanatory power of the valuation data.
The survey design required participants to make choices among the three value dimensions of “material substratum, social organization, and spiritual life,” in order to determine their preferred direction of investment in subsequent conservation and revitalization processes. At the same time, combined with the previously established framework of value identification and classification of former residences of historical figures, the relative importance weights of sub-indicators within different dimensions were comprehensively considered to further refine the payment structure. This approach was used to quantify the priority levels of various indicators within each value system in public perception, thereby providing more in-depth reference for resource allocation and priorities in cultural heritage conservation strategies.
A total of 415 valid questionnaires were collected in the survey, among which 301 respondents expressed willingness to pay a certain amount for the conservation and utilization of former residences of historical figures, yielding a payment willingness rate of 72.53%. According to the frequency distribution statistics of willingness-to-pay values (see
Table 5), the weighted average method was used to calculate the maximum average willingness-to-pay as 60.07 CNY per person per year. This figure falls within the medium range compared with similar cultural heritage studies in China, reflecting a balanced attitude of the public between economic affordability and cultural identity. Based on the foregoing formula, substituting the observed data yields an annual non-use total value of approximately 177 million CNY for the 20 former residences of historical figures in Yangzhou’s Dongguan Historical and Cultural Block.
Based on the value identification system (
Table 6), respondents’ willingness to pay shows significant differences across the three value systems, with the overall pattern being Cultural System (41.86%) > Architectural System (33.22%) > Institutional System (24.92%). The cultural system ranks highest, highlighting that in the perception of non-use value, the public tends to assign greater economic recognition to the spiritual and cultural dimension. The architectural system follows, reflecting that the material forms of architectural layout, construction craftsmanship, and environmental landscape remain an important foundation of public perception. Although institutional guarantees carry long-term significance, their direct perceptibility and corresponding willingness-to-pay levels are relatively lower.
Among the six value dimensions, the value of witnessing history ranks first with a share of 25.87%, indicating that the public places the greatest emphasis on the unique role and core status of former residences of historical figures in recording major historical events, carrying regional memory, and embodying the spirit of historical figures. The second highest is creative value, reflecting the public’s strong recognition of and attention to unique craftsmanship, artistic design, and cultural innovation. Exemplary value and associative value fall at a medium level, suggesting that local former residences of historical figures hold certain advantages as institutional models and as connectors within diverse cultural networks. Human–land relationship value and exchange value are relatively lower, pointing to the need to enhance public perception of functions such as cross-cultural communication and environmental interaction. From the perspective of conservation strategies, the concentration of high willingness-to-pay in the two dimensions of “witnessing history” and “creativity” indicates that priority in the future should be given to safeguarding the authenticity and integrity of the historical appearance, cultural symbols, and unique craftsmanship of former residences of historical figures. At the same time, although institutional value accounts for a relatively small share overall, conservation management systems and public participation mechanisms remain the foundation of the long-term sustainable utilization of heritage. Measures such as greater transparency in systems and diversification of participation channels should be adopted to strengthen public recognition of and engagement with institutional mechanisms. In addition, within the value identification system of this study, the exchange value willingness-to-pay for former residences of historical figures in the Dongguan Historical and Cultural Block of Yangzhou is 6.03 CNY, accounting for 10.04% of the total, the lowest among the six value dimensions. This result reflects the relatively weak public perception of the function of former residences of historical figures in cross-cultural exchange and the interaction of values. In terms of heritage form, the architectural styles, display modes, and interpretive systems of former residences of historical figures on Dongguan Street largely emphasize regional and localized characteristics, lacking material evidence and narrative resources that directly reflect cultural exchanges across different times and spaces. This primarily local-oriented value expression results in relatively indirect cross-cultural connections in the public mind, thereby lowering the perceptibility of exchange value. In conservation and utilization practices, existing exhibitions mainly focus on the life stories of figures, historical backgrounds, and architectural features, while cross-cultural interaction, international exhibitions, and dialogical displays with other cultural heritage sites remain relatively scarce. Consequently, the public finds it difficult to perceive the role of these heritage sites in transmitting values across different eras and civilizations during their visits. Overall, this value identification system not only provides a quantitative basis for public preferences regarding celebrity residence conservation but also offers a reference for resource allocation and the formulation of stratified and differentiated conservation and revitalization strategies. By concentrating investment in high-recognition value dimensions while simultaneously stimulating the potential of low-perception dimensions, former residences of historical figures can be transformed from singular cultural attractions into comprehensive cultural heritage sites that integrate historical memory, cultural innovation, and international exchange.
Figure 3 clearly illustrates the structural characteristics of the numerical distribution. From a vertical comparison, the overall color scale in the upper half of the heatmap is noticeably darker, while that in the lower half is relatively lighter. This difference indicates that the public demonstrates a stronger willingness to pay for high-perception functions of former residences of historical figures, such as historical memory, cultural heritage innovation, and exemplary paradigms. From a horizontal perspective, the two columns representing the architectural system on the left and the cultural system on the right show overall darker color scales. This pattern reveals a stratified feature of public perception across the three value systems: material forms and spiritual culture exert stronger appeal to the public, whereas the institutional system, despite showing certain significance in dimensions such as “exemplary value”, lags behind the other two in overall perception and willingness to pay. This may be attributed to the fact that the value of the institutional system is manifested more indirectly and lacks direct, visualized experiences.
4.3. Analysis of Factors Influencing Willingness to Pay
This chapter conducts a stratified analysis of the factors influencing willingness to pay. First, it examines whether the public is willing to pay, with a focus on revealing attitudinal and conceptual determinants. Building on this, it further explores the mechanisms determining the specific payment amounts, in order to analyze individual differences in economic capacity and payment preferences. By considering both dimensions—“whether to pay” and “how much to pay”—the study provides a clearer understanding of public support intentions and actual contribution levels in the conservation of former residences of historical figures. To further explore the main factors influencing whether the public is willing to pay for the conservation and development of former residences of historical figures in the Dongguan Historical and Cultural Block of Yangzhou, this study established a binary logistic regression model based on questionnaire survey data. This model effectively characterizes respondents’ binary choices between paying and not paying, and reveals the impact of different socio-demographic characteristics and cognitive–attitudinal factors on willingness to pay. The Hosmer & Lemeshow test results of the model are χ
2 = 7.42,
p = 0.493, indicating good model fit. The prediction accuracy reaches 70.2%, demonstrating that the model has strong explanatory power and robustness [
29,
68,
69,
70].
Drawing on previous research experience [
18,
29,
71] and the content of the questionnaire design, this study selected 11 potential influencing factors as independent variables, covering three dimensions: demographic characteristics, tourism and cultural preferences, and attitudes and evaluations. These variables are: gender, age, educational level, monthly income, place of residence, occupation, degree of enthusiasm for tourism, whether or not the respondent has had cultural heritage visiting experience, level of understanding of former residences of historical figures and related history and culture, satisfaction with the current state of former residences of historical figures, and the perceived extent to which conservation based on the Cultural Triad Theory can bring positive impacts. Among these variables, age, educational level, place of residence, and occupation were dummy-coded during the modeling process; were processed with dummy variables in modeling; gender and whether the respondent had cultural heritage visiting experience, as binary variables, were directly coded as 0/1; and the remaining ordinal variables were valued according to a five-point Likert scale. The dependent variable was whether respondents were willing to pay for the conservation and development of former residences of historical figures, defined specifically as: willing to pay = 1; unwilling to pay = 0 [
72,
73]. First, univariate binary logistic regression analyses were conducted for the 11 independent variables. The results showed that willingness to pay was unrelated to gender, age, monthly income, place of residence, and occupation. On this basis, variables meeting the significance level requirement were included in the multivariate binary logistic regression model. According to the regression results (
Table 7), six independent variables exerted significant effects on the dependent variable, ranked in order of coefficient size as follows.
According to the results of the regression analysis, the extent to which respondents believe that protection based on the Cultural Triad Theory can generate positive effects exerts the strongest positive influence on willingness to pay (WTP). The higher the respondents’ recognition of this theoretical framework, the stronger their belief that this protection path can deliver tangible benefits, thereby significantly enhancing their WTP. This finding underscores that the scientific rigor of the theoretical system and the degree of public recognition are crucial for fostering broad social support. Education level also demonstrates a significant positive effect on WTP. As educational attainment rises, respondents tend to possess deeper awareness of cultural heritage values. Individuals with higher education levels generally exhibit stronger cultural responsibility and social participation consciousness, leading to a higher willingness to provide financial support. Similarly, knowledge of former residences of historical figures and their associated historical and cultural context is significantly and positively correlated with WTP. Respondents who have a deeper understanding of the history and cultural narratives embodied by former residences of historical figures are more likely to appreciate their role in carrying cultural memory and social value, thus demonstrating greater WTP. This indicates that enhancing publicity and education can effectively strengthen public recognition and commitment to heritage protection. Satisfaction with the current condition of former residences of historical figures is significantly and negatively correlated with WTP. The less satisfied respondents are with the present status, the more strongly they expect timely improvements, thereby showing a greater WTP. This reflects a critical public perception of the current state of protection, which in turn becomes an important driving force for promoting heritage improvement. Moreover, passion for tourism exerts a significant positive effect on WTP. Tourism enthusiasts often regard cultural heritage as an essential component of their travel experiences, adopting a more active attitude toward heritage protection, and thus demonstrating stronger willingness to contribute financially to conservation and adaptive reuse. Finally, previous experience of visiting cultural heritage sites also positively influences WTP. Respondents who have personally visited such sites are more likely to establish emotional connections and develop a deeper understanding of their historical and cultural values, making them more inclined to pay for protection. This highlights the importance of direct public engagement in enhancing willingness to pay for heritage conservation.
Based on the Exp (B) values from the regression analysis, and holding other conditions constant, respondents’ probability of willingness to pay increases by 68.4% for each one-level rise in recognition of the conservation concept. Compared with the reference group (junior high school and below), respondents with undergraduate and postgraduate or above education show an increased probability of willingness to pay by approximately 51.0% and 42.8%, respectively, indicating stronger support among highly educated groups for the conservation of former residences of historical figures. Conversely, for each one-level increase in satisfaction with the current condition of the residences, the probability of willingness to pay decreases by 28.9%. At the same time, level of understanding, enthusiasm for tourism, and heritage visiting experience all exert significant positive effects on willingness to pay. In summary, the formation of WTP is shaped both by individuals’ socio-cultural capital and by their trust in heritage protection approaches as well as their evaluation of current conditions. At the policy level, efforts should focus on enhancing public knowledge, increasing opportunities for cultural heritage experiences, and strengthening recognition through scientific protection theories and practices, thereby effectively reinforcing social support for heritage conservation.
Building on the analysis of factors influencing willingness to pay, this study further focuses on the determinants of the payment amounts. The original distribution of willingness-to-pay (WTP) values exhibited a pronounced right skew: a large number of respondents clustered in the 10–20 CNY range, while a few extreme high values extended the tail, displaying a typical long-tail distribution. Applying ordinary least squares (OLS) regression directly could therefore violate the fundamental assumptions of OLS regarding residual normality and homoscedasticity [
74]. To address this, the dependent variable was log-transformed to mitigate skewness and improve the robustness of estimation [
75]. Moreover, given that modeling based solely on the 301 positive-payment samples may introduce sample selection bias, this study adopted the Heckman two-stage model for correction. Specifically, the inverse Mills ratio (IMR) calculated from the first-stage Probit model was incorporated into the second-stage regression as a continuous explanatory variable to adjust for sample selection bias [
76] (
Table 8).
The results (
Table 9) indicate that economic conditions and cultural capital are the core factors influencing the amount the public is willing to pay. Monthly income has a significant positive effect at the 1% level, suggesting that higher-income groups are more willing to contribute greater financial resources to the conservation of former residences of historical figures. Educational attainment also shows a significant impact: compared with respondents holding junior high school education or below, those with senior high school/secondary technical school/junior college, undergraduate, and postgraduate education all contribute significantly higher payment amounts. This demonstrates that the higher the education level, the stronger the public’s willingness to pay for cultural heritage conservation. Cognitive factors are also of critical importance. Both the level of understanding of former residences and the degree of recognition of the Cultural Triad Theory–based conservation concept have significant positive effects at the 5% level, indicating that deeper comprehension of heritage values and stronger endorsement of conservation concepts are key drivers of economic commitment. Among demographic variables, age shows notable significance across several groups: the 48–57 and 58–67 age groups contribute significantly higher payment amounts compared to the 18–27 baseline group, suggesting that middle-aged and older populations are more inclined to assume conservation responsibility and make higher financial contributions. By contrast, gender, occupation, and place of residence are generally insignificant, indicating that these basic demographic attributes have limited explanatory power for payment amounts. Regarding attitudinal and experiential factors, satisfaction with the current condition is significantly negative at the 5% level, implying that respondents who are less satisfied with the current state are more willing to pay higher amounts to promote conservation improvements. Enthusiasm for tourism and experience of visiting heritage sites are marginally significant at the 10% level, suggesting that personal interest and prior experience exert some positive influence on payment amounts, though their impact remains relatively limited.
From the regression coefficients, it can be seen that among continuous variables, the coefficient of recognition of the conservation concept is 0.184, which implies that for every one-level increase in recognition, the payment amount increases by an average of about 20.2%. For dummy variables, the coefficient for the undergraduate group is 0.241, meaning that compared with the junior high school or below group, respondents with an undergraduate degree on average contribute about 27.3% more. For negative coefficients, the satisfaction with the current condition is −0.131, indicating that for every one-level increase in satisfaction, the payment amount decreases by about 12.3%. Other variables can be interpreted analogously. Notably, the inverse Mills ratio (IMR) is significant in the model, suggesting that if the 114 zero-payment respondents were ignored and only the positive-payment sample were used in an OLS regression, sample selection bias would occur, potentially underestimating or overestimating the effects of certain variables [
77]. By incorporating IMR, the Heckman model effectively corrects this bias, enhancing both the robustness and explanatory power of the results. Overall, the determinants of payment amounts demonstrate that economic conditions and cultural capital serve as the core drivers, cognitive understanding and conceptual recognition play amplifying roles, while emotional and experiential preferences exert supplementary influence.
4.4. Pathways for the Activation and Continuation of Former Residences of Historical Figures
According to the research findings, the cultural system, due to its strong spiritual resonance and role in carrying historical memory, received the highest level of economic recognition from the public. The architectural system, as the material foundation for cultural experience, also demonstrated considerable payment potential. By contrast, the institutional system, while of long-term significance, showed relatively lower WTP, owing to its indirect perception pathways and limited visibility.
Based on this structural cognitive disparity, the activation pathway of former residences of historical figures should adhere to a multi-level strategy of cultural leadership, architectural support, and institutional safeguards, with a core focus on leveraging the cultural benefits of celebrities and strengthening the inheritance and promotion of celebrity spirit and culture. Local governments should endeavor to “tell the stories of celebrities well”, which constitutes the nucleus of the activation and continuation pathway of former residences of historical figures. For example: integrating celebrity residence resources into the local education system; establishing a “historical memory atlas” of former residences of historical figures; enhancing the restoration and presentation of symbolically significant craft details and cultural motifs; and highlighting the contemporary features of cultural creativity. At the same time, diverse communication mechanisms should be promoted, such as interactive exhibitions, digital guides, and public education programs, to enhance cultural awareness and emotional connection. In architectural terms, interventions on the building body and spatial form should be strictly controlled to preserve the integrity of historical features and ensure the authentic expression of architectural heritage. Regarding the relatively weak institutional system, efforts should be made to strengthen transparency in protection policies and mechanisms of public participation, such as community co-management, volunteer system development, and the establishment of deliberative platforms. In addition, introducing international exhibition collaborations and constructing cultural exchange interfaces can expand cross-cultural communication pathways, thereby stimulating the latent value of the institutional and exchange dimensions. Ultimately, these measures can facilitate the transformation of former residences of historical figures from local memory spaces into comprehensive cultural heritage sites.
In the subsequent formulation of refined conservation and activation strategies, it is essential to further draw upon the value identification system constructed under the Cultural Triad Theory, while integrating the structure of public willingness to pay (WTP) and the perceptual differences across value dimensions. A hierarchical and weighted investment allocation mechanism should be established accordingly. Specifically, the detailed indicators within the three major systems can be ranked and weighted according to their WTP values, serving as the basis for prioritizing resource input. Through this mechanism, a protection and activation pathway can be achieved that advances from strong to weak dimensions, progresses in stages, and ensures comprehensive recognition. This approach guarantees the rational allocation of limited resources and maximizes investment benefits, thereby promoting a strategic leap for former residences of historical figures—from static conservation toward dynamic value regeneration.