Spatio-temporal process and influencing factors of polluting enterprises' migration: an empirical study based on the Yangtze River Delta

The migration of polluting enterprises (MPE) is a crucial subject within the fields of Environmental Economic Geography and Enterprise Geography. An analysis was conducted on the temporal-spatial evolution and influencing factors of the MPE by employing the full-sample enterprises data from the "Qichacha" system. The main findings were obtained: (1) The polluting enterprises in the Yangtze River Delta have undergone an evolutionary process of proximity migration, intra-provincial proximity to intra-provincial long distance migration, with intra-provincial migration being the main focus supplemented by inter-provincial migration, and coexisting intra-provincial and inter-provincial migration. (2) The estimation results, based on the panel negative-binomial model, reveal that the variables having a greater impact on the MPE encompass environmental regulation, industrial upgrading policies, cost factors, geographical distance, coastal and inter-provincial boundaries, etc. These influencing factors display time heterogeneity and industry heterogeneity. (3) By taking the Nijiaxiang Group, which was involved in the 321 Explosion Accident in Xiangshui, as an example, it was discovered that insufficient inheritance of environmental protection concepts, corruption of officials, and social governance problems have resulted in shortcomings in the area. This has led to a lowered level of local environmental regulation, transforming the local area into a haven for polluting enterprises such as the Nijiaxiang Group. The contribution of this study lies in observing the MPE from the perspective of "inter-regional association," and within the group enterprises. It addresses the deficiencies of existing research that mainly examines the evolution of industrial geographic patterns and statically observes polluting enterprises' entry and exit behavior. Moreover, this study demonstrates that the Pollution Shelter Hypothesis is not universal and has an impact in the Yangtze River Delta region after 2012.