地理科学进展, 2023, 42(4): 796-808 doi: 10.18306/dlkxjz.2023.04.014

研究综述

基于尺度重组的发达国家小城镇转型发展研究综述与反思

胡晓亮,1, 张小林,1,2,*, 李红波1,2, 李庭筠1

1.南京师范大学地理科学学院,南京 210023

2.江苏省地理信息资源开发与利用协同创新中心,南京 210023

Transformation and development of small towns in developed countries from the perspective of rescaling

HU Xiaoliang,1, ZHANG Xiaolin,1,2,*, LI Hongbo1,2, LI Tingyun1

1. School of Geography, Nanjing Normal University, Nanjing 210023, China

2. Jiangsu Center for Collaborative Innovation in Geographical Information Resource Development and Application, Nanjing 210023, China

通讯作者: *张小林(1966— ),男,江苏南京人,博士,教授,研究方向为乡村地理学、城乡发展与区域规划。E-mail: xiaolin-zh@163.com

收稿日期: 2022-09-3   修回日期: 2023-01-9  

基金资助: 国家自然科学基金项目(42071224)
国家社会科学基金后期资助项目(21FSHB014)
教育部人文社会科学基金资助项目(20YJCZH069)
国家建设高水平大学公派研究生项目(202106860029)
江苏省研究生科研创新计划项目(KYCX21_1283)

Received: 2022-09-3   Revised: 2023-01-9  

Fund supported: National Natural Science Foundation of China(42071224)
National Social Science Foundation of China(21FSHB014)
Humanities and Social Sciences Financed by Ministry of Education(20YJCZH069)
Scholarship from China Scholarship Council(202106860029)
Postgraduate Research & Practice Innovation Program of Jiangsu Province(KYCX21_1283)

作者简介 About authors

胡晓亮(1994— ),男,山东蒙阴人,博士生,研究方向为乡村地理学、城乡发展与区域规划。E-mail: huxiaoliang001@126.com

摘要

小城镇在城乡聚落体系中占据着重要位置。自20世纪中叶以来,小城镇分化发展逐渐成为世界范围内的普遍现象。随着城乡互动与全球流动的不断加剧,小城镇受区域、国家乃至全球尺度的影响愈加显著。因此,论文将尺度概念和尺度重组理论与小城镇相结合,对国外相关研究开展综述,以期对发达国家小城镇的转型发展提供合理解释。研究指出,小城镇具有多尺度性,可以用梯形尺度、嵌套尺度、网络尺度等隐喻进行具象化表达。小城镇的转型发展蕴含了尺度生产与再生产的过程,并且可进一步分为经济、社会、文化、政策等4个维度。研究认为,在全球化和城市化背景下,小城镇原有的“核心—边缘”结构发生重构,正在经历一个跨尺度的网络化的尺度重组过程。有些小城镇在此过程中走向衰落,有些则能够成为全球网络尺度中的节点,在梯形尺度方面实现了发展跃迁,在嵌套尺度方面则扩大了腹地范围。最后,研究认为基于尺度重组理论开展中国小城镇转型发展研究有利于突破就小城镇论小城镇的研究禁锢,但需要注意不同语境下的差异性。

关键词: 小城镇; 转型发展; 尺度; 尺度重组; 发达国家

Abstract

Small towns occupy a vital position in the urban and rural settlement system and are one of the main settlement types of humankind. Since the middle of the twentieth century, small towns in Western developed countries have gradually started transitional development. Their overall decline and differentiated development have become a universal phenomenon worldwide. With the increasing interaction between urban and rural areas and global mobility, small towns are increasingly influenced by forces at the regional, national, and global scales. Therefore, this study systematically examined the relevant studies on the transformation and development of small towns in developed countries and summarized the processes and patterns of their transformation and development based on the perspective of multi-scalar characteristic and rescaling from the four dimensions of economy, society, culture, and policy, with the hope to provide a reasonable explanation for the transformation and development of small towns in developed countries. This study holds that small towns have a multi-scalar characteristic and can be embodied by ladder scale, nested scale, and network scale metaphors. The transformation and development of small towns contain the process of scale production and reproduction and can be further divided into four dimensions of economy, society, culture, and policy. Under the background of globalization and urbanization, the original core-periphery structure of small towns is undergoing a trans-scale and networked scale restructuring process. Some small towns tend to decline in this process, while others can become nodes in the global network scale, achieve a development transition in the ladder scale, and expand the hinterland in a nested scale. Finally, this article argued that it is necessary to pay attention to the differences in different contexts when we examine the transformation and development of small towns in China based on the rescaling theory. There is still a considerable gap in the research on the pluralistic differentiation and transformation and development of small towns in China, which urgently needs to be supplemented by theoretical research of urban and rural geography to provide theoretical support for the planning and construction of small towns in China.

Keywords: small towns; transformation and development; scale; rescaling; developed countries

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本文引用格式

胡晓亮, 张小林, 李红波, 李庭筠. 基于尺度重组的发达国家小城镇转型发展研究综述与反思[J]. 地理科学进展, 2023, 42(4): 796-808 doi:10.18306/dlkxjz.2023.04.014

HU Xiaoliang, ZHANG Xiaolin, LI Hongbo, LI Tingyun. Transformation and development of small towns in developed countries from the perspective of rescaling[J]. Progress in Geography, 2023, 42(4): 796-808 doi:10.18306/dlkxjz.2023.04.014

小城镇是人类生活的主要聚落类型之一,在城乡聚落体系中占据着重要的位置[1-2]。然而,自20世纪80年代以来,随着新自由主义经济的兴起,大城市开始逐渐成为发达国家的经济增长中心,不仅引起了各国在国家政策层面的注意,也激发了城市科学领域相关学者浓厚的研究兴趣[3]。经济发展推动大城市人口不断增长,小城镇人口却在不断萎缩。尽管如此,根据联合国城市化展望报告,在人口少于30万的中小城镇中生活的居民数量仍然占据了全球城市人口总量的最大份额,虽然这一占比预计将随着时间的推移而略有减少,但到2030年,中小城镇仍将容纳接近40%的全球城市居民[4]。即便如此,在国际城市和乡村研究的主流话语中,小城镇的重要性仍未能得到其应有的关注,甚至被忽视了,相关学科针对小城镇的理论研究明显不足。

当下,小城镇的分化发展是世界范围内的一个普遍现象,尤其是西方发达国家的小城镇,从20世纪中叶率先开始,都或多或少地经历了深刻转型,有的亟需优化提升,有的仍在壮大规模,有的则面临衰退甚至消亡。例如,苏格兰的小城镇Arbroath,因地处偏远、产业和人口流失以及渔船禁航而逐渐衰落[5];法国的小城镇Vitré、Vannes[6],瑞士的Le Locle、Langenthal等[7],至今仍是人们理想的通勤居住地和诸多出口导向型产业总部的集聚地,也是全球热门的旅游目的地。显然,小城镇的兴衰与其区位条件和产业基础有着密不可分的关系,很多小城镇通过自身的某项突出职能与不可或缺性在城乡网络中扮演着重要角色,发挥了区域性影响,而不局限于地方空间,同时,地方尺度下的腹地规模也已经无法匹配其转型发展的需求[8]。当前,诸多小城镇的发展早已深嵌到更大尺度的区域、国家乃至全球网络之中。与此相对,一些未能成功嵌入更大尺度中的小城镇则经历了不同程度的衰退。因此,相关研究应当将小城镇的发展有机融入更广泛的政治、经济、社会、文化过程中,充分把握跨越各种边界、多级尺度的小城镇转型分化现象的动态性和流变性,把研究视线拓展到垂直空间的范畴。在已有研究中,中心地理论、城乡相互作用理论这些较为静态的理论工具将小城镇视为水平空间内“核心—边缘”相互作用的产物,虽然可以较好地解释小城镇起源与早期发育的过程,但已经难以对当代小城镇的剧烈分化发展提供合理充分的解释[9-10]。鉴于此,本文引入尺度概念和尺度重组的理论工具,解析西方发达国家小城镇近几十年来的转型发展过程,可以为当前小城镇转型发展研究的不足提供理论层面的有益补充。

尺度重组主要源起于人文地理学者对新自由主义时期国家权力重组的研究,一个核心论点是:为了保持社会再生产与资本积累的一致性,后福特主义国家正在经历国家的去国家化、政治体制的去中心化和政策的国际化,因此,国家治理正在通过尺度重组转移到区域和全球层面[11-12]。国内学者较为严格地遵循了尺度重组研究的经典分析框架,主要聚焦于区域行政区划的调整[13-14]、城市和城市群的治理[15-17]、国家空间和国家新区[18-20]、开发区等功能区[21-23]的治理等方面,特别强调国家权力在地方空间中的去中心化与再中心化过程。总体来看,尺度重组已经发展为一套较成熟的理论工具,其概念和方法相对固定,对分析国家和城市/区域的政治经济变迁具有较好的解释效力,却对乡村及小城镇等边缘地区的关注不足[24]。因此,本文基于西方国家小城镇转型发展相关研究综述,将尺度概念和尺度重组理论与小城镇相结合,把尺度视为社会的产物,关注尺度重组背后更广泛的几何学和空间意义,能够进一步拓展尺度重组在村镇研究领域应用推广的可能性,为小城镇转型发展提供一套新的研究视角和分析工具。

1 理论基础

1.1 尺度和尺度重组

尺度长期以来都是地理学的核心概念之一,人文地理学将尺度概念进行理论化,始于20世纪80年代末对“尺度政治”的讨论[25]。对于尺度的理解主要可以从唯心主义与唯物主义2个基础出发。从唯心主义基础出发,尺度被视为一种认识论范畴内的分析工具,可以将尺度理解为一种对不同范围的地理过程和不同维度的地理属性进行划分、组合和表征而形成的等级化的结构或者关系,这样的结构与关系具有水平范围和垂直等级的双重特性[26]。马克思主义地理学者则表达了不同的观点,他们倾向于把尺度看作一种真实物质性的存在,是政治斗争和社会进程的产物[27]。本文所运用的尺度重组的概念正是基于后者进一步发展而来,主要将尺度看作一系列政治、经济、社会、文化条件的产物,尺度从来都不是固定的,而是根据其范围、内容、相对重要性和相互关系不断地进行重新定义、争论和调整[28-29]。尺度重组是一个空间与附着其上的政治、经济、社会、文化关系再结合的过程,从资本主义全球化、国家管制、区域和城市规划等方面,研究原有的尺度结构如何通过多维过程进行重组[30]。尺度重组通常涉及权力结构、治理模式、生产方式的重组,意味着旧尺度解体以形成一种新尺度,可观察到的现象包括地域空间结构变化、行政组织调整、治理模式变动等[13]

1.2 尺度作为分析工具:小城镇的多尺度性

尺度作为一种分析工具的形式,主要包括梯形尺度、嵌套尺度、网络尺度3种,并且可以借助梯子、同心圆、蚯蚓洞等隐喻进行表征(图1),使之更为具体地被理解。其中,梯形尺度从下到上依次为地方、区域、国家、全球,各尺度相互独立,有着明显的等级限定。同心圆则表达了水平维度上不同范围的嵌套关系,各尺度虽然相互独立,但等级高低不明显,从地方尺度到全球尺度更多是领土规模大小的区别。蚯蚓洞表征的网络尺度则明显不同于前2种,这样的隐喻将世界理解为一个网络,各级尺度不是相互独立的,而是交织成为一个整体,很难判断哪里是一个尺度的终点,哪里又是另一个尺度的起点[27]

图1

图1   各类尺度的隐喻示意图[27]

Fig.1   Metaphors for different spatial scales[27]


小城镇在城乡聚落体系中的位置多重性决定了小城镇具备多尺度性(图2)。首先,小城镇具备一定的经济社会规模和能级,往往在垂直等级关系中处于乡村和高等级城市之间。其次,小城镇既辐射一定范围内的乡村腹地,又处在其他城镇的辐射范围之内,所以,小城镇与其他城乡地域也是一种影响和被影响的关系。最后,关系空间下的城镇往往是超地域存在的,具有典型的“流空间”特征,因此,小城镇还是城乡联系愈加紧密的城乡网络中的节点。综上所述,小城镇的多尺度性不仅意味着尺度的多层级,也包含了尺度的多类型,理解小城镇的多尺度性需要有机结合以上3种情形,人文地理学中的梯形尺度、嵌套尺度、网络尺度等尺度隐喻恰好可以对这些情形进行具象化表达(图2)。

图2

图2   小城镇的多尺度性示意图

Fig.2   The multi-scalar characteristic of small towns


1.3 尺度作为社会产物:小城镇的尺度重组

小城镇转型发展是多方面的,是一个由经济、社会、文化、政策等多个侧面构成的复杂过程。如果认定尺度是社会的产物,那么小城镇的尺度就不是固定的,而是在历史过程中,经由多维条件生产出来的。因此,小城镇的转型发展蕴含了尺度生产与再生产的过程,尺度也就成为了小城镇作为一个地理事物的核心支撑,小城镇与尺度之间便建立起了真实与抽象的关系,这也恰恰说明了马克思主义地理学所秉持的尺度是一种抽象的真实物质性存在的观点。

经典的尺度重组研究主要关注权力关系的变化,而本文进一步将影响小城镇尺度重组的因素分为经济维度、社会维度、文化维度、政策维度等4个方面(图3)。其中,经济维度受产业发展水平的影响,主要表现为小城镇(通过地域化的资本)控制和参与经济活动能力的大小、所控制的地域范围等;社会维度受居住环境和提供社会公共服务能力的影响,主要表现为小城镇对人口的吸引程度与辐射范围;文化维度受地方性和居民地方认同的影响,主要表现为小城镇受外界影响时所展现出来的文化资本和特性;政策维度受各级政府和机构的影响,主要表现为与小城镇相关的各类政策的制定与实施。其中,经济、社会、文化等维度是小城镇转型发展的客观现实情况,政策维度则是依据现实情况进行决策而形成的,并能够引导和调节小城镇的转型发展与尺度重组。4个维度的各要素之间也会产生相互作用,且作用力度与效应均表现出高度不确定性,小城镇转型发展的路径与结果也存在积极、消极等多种可能性。

图3

图3   小城镇的尺度重组示意图

注:根据唐承辉等[16]、Jessop等[31]的研究修改整理而成。

Fig.3   Rescaling of small towns


小城镇若要实现转型发展,势必伴随着从一种尺度形态转化到另一种尺度形态的过程。此过程中,小城镇原先所处的“核心—边缘”结构的均衡状态被打破,不同小城镇有的发展、有的衰落,新的网络空间结构将会逐渐建构起来(图3)。同时,尺度的生产既是历史的结果,也是未来的前提,尺度作为一种抽象的实体,也具有一定的能动性,进而对小城镇转型发展产生影响。

2 发达国家小城镇转型发展研究进展

2.1 后工业化背景下小城镇产业兴衰

大多数小城镇的兴起主要依赖于地方特有的资源优势,如木材、矿产和土地的开发,同时,小城镇作为乡村腹地的商业节点,也为农牧场主提供了农产品和牲畜的贸易场所[32]。20世纪中叶以来,随着城市化的推进,区域内的城乡互动开始加剧,西方国家的制造业由大都市区向生产要素成本低廉的都市边缘地区外溢,部分小城镇由传统的农业与商品服务中心转为生产中心[33-34]。例如,1960—1985年,美国经历了轻工业工作岗位从都市区核心向外围的转移,非都市区的轻工业工作岗位占比从23.5%增加到28.8%[35]。20世纪70年代末开始,面对经济全球化带来的国际竞争,全球尺度的产业流动加速,西方国家农业与制造业的经济地位进一步下滑,多数乡村地区人口流失显著,位于传统农业区域的小城镇在其区域环境中失去了经济地位,难逃整体性衰落的命运[36]。随着人口流动性的增加,小城镇居民不再被限制在单一小城镇内部开展消费活动,这些小城镇的商业服务能力也开始下降[37]

制造业的流失更是加速了工业小城镇的衰 退[38]。Cox等[39]指出,许多小城镇通常面临企业外迁率较高、交通可达性差和资源约束性强等不利因素,这些因素都有可能阻碍小城镇经济的可持续增长。Gordon[40]指出,相对于大城市而言,企业外迁造成的人才流失对小城镇的损害更为明显,原因是该企业可能在当地经济总量和税基中占很大比例。例如,曾是美国炼钢之都的匹兹堡之所以能够再次获得经济活力,是因为它将自己重新定义为金融、教育和生物技术中心,部分也归因于它的城市规模和经济活动的多样性,而小城镇从经济上进行自我改造的能力则十分有限[41]。但也有研究表明,小城镇能够在经济发展不稳定时期起到缓冲作用,如González-Val[42]在对1900—2010年间欧美城镇经济发展的研究中发现,在经济萧条时期,大城市的失业人群通常会选择回到小城镇生活。其中,距大城市的远近和生活便利设施的数量等因素与小城镇人口增长率显著相关,多样化的产业基础、高水平的人力资本和靠近大城市地区是对小城镇收入增长产生积极影响的主要因素。

此外,受益于全球化、技术发展、休闲经济等因素,部分小城镇亦可以在经济衰退之后实现复苏,来自美国、加拿大、英国和澳大利亚等国家的证据表明,一些小城镇已经能够将经济发展的重点放在服务业部门,这些发展态势良好的小城镇往往位于大都市地区可以辐射到的范围之内,特别是那些靠近较大的城市中心、毗邻主要交通走廊、当地居民受过良好的教育以及生活环境优越的地区,对逆城市化、退休和旅游人群具有很强的吸引力[40]

2.2 移民推动小城镇社会结构多元化

作为乡村地区的服务和经济中心,小城镇仍然发挥着关键作用,随着逆城市化潮流的出现,小城镇逐步吸引越来越多的大都市居民迁入,较慢的节奏、舒适的生活和独特的社区意识为小城镇提供了一种无形资产,小城镇可以利用这种资产来吸引那些不愿或不能面对大都市高昂的生活成本及社会复杂性的人群[41,43]。例如,在20世纪70年代,美国乡村地区人口的增长一度超过都市地区。Johnson[44]指出,许多美国人喜欢住在靠近都市区但不在都市区内部的小城镇。Johnson等[45]研究了不同乡村地区和小城镇对不同年龄段人群的吸引力,结果表明,某些年龄段的人明显被某些具有特定特征的县所吸引,如通勤县对30~40岁人群的吸引力最大,而休憩县则吸引了较多的退休人群。大量外来人口迁入深刻改变了小城镇当地的社会结构,诸多学者将研究视线转向物质空间背后复杂的社会关系。Thomson等[46]通过对加拿大Wilmot小镇100个家庭的调查,认为有乡村背景的返乡者比没有乡村背景的城市移民与所住小镇的空间联系和与本地居民的社会联系更强。

在经历了“孤立的小城镇”(small town in isolation)和“大众社会的小城镇”(small town in mass society)的时代之后,有学者认为当前正在进入“全球社会的小城镇”(small town in global society)时代[47]。“全球社会”区别于“大众社会”的2个因素是全球化竞争的加强和地理位置相关性的降低[47]。因此,在全球化时代,全球范围内移民流动的强度和复杂性可能会加深[48]。在许多小城镇,移民迁入导致了民族和种族的剧烈变化。有学者认为,社会构成复杂性的增加会导致社会矛盾与冲突的出现,在这些小城镇中,基于共同利益和共同问题的社会互动可能会被打乱,移民造成的人口结构变化产生的影响甚至比收入降低带来的经济影响更大[49]。移民可能会导致原有居民流离失所,削弱地方特性和依恋关系,打断人们与社会物理环境的连续性[49-51]。Leitner[52]通过分析美国明尼苏达州乡村地区的一个小城镇的白人居民与有色新移民的混居状况,指出同化主义(assimilationist)的想象与小城镇多元文化和多种族的现实发生了冲突,主张用更加包容性的政策保持社会关系跨越种族和文化差异的承诺。与之相对,有学者认为移民的迁入也可以产生积极效应,因为小城镇能够维持大量的活跃人口对社会、经济和环境的可持续性至关重要,所以移民对地方和区域的决策具有至关重要的意义[53]。Berg-Nordlie[54]考察了挪威若干地方社区媒体中关于新移民的评论,发现对移民进行赞赏的话语占据着主导地位。

整体来看,有移民迁入的小城镇毕竟是少数,人口流失才是小城镇面临的最大挑战,并且人口流失的趋势往往是不可避免的。然而,不是所有发展滞后的小城镇都要被动地接受人口流失的命运,当地需要做的不是试图阻止这一现象的发生,而是制定适应人口收缩态势的新发展方案[55]。对于许多小城镇来说,精明收缩策略可能是应对人口长期流失的最佳选择。精明收缩的发展框架认为,人口减少是一个需要进行妥善治理的过程,通过缩减地方政府、社区服务和基础设施的规模,以匹配较小的人口基数,并能持续保障社会的公平性[56-57]。研究表明,美国中西部的一些小城镇在人口减少的情况下通过精明收缩策略成功提高了社区生活质量[58]

2.3 小城镇认同感与特色文化的变迁

小城镇通常被认为是友好、有爱心的社区,有着许多亲密的人际关系,人与人之间存在着普遍信任,邻里文化氛围浓厚[34]。与城市不同,小城镇的人居环境安宁、方便,没有源自交通堵塞的焦虑感或犯罪事件频发的恐惧感。此外,在政治方面,小城镇的地方政治进程更民主,更诚实,更个性化,冲突更少[34]。这些认知普遍基于这样一种假设,即社会的和谐源于同质性,以及基于共同利益和相似经历而形成的社区共识。在小城镇中,集体行动抑制了个人主义,友好和相互支持成为了一种生活方式[59-60]。尤其在美国,小城镇被视为国家传统、规范和价值观的宝库,是美国文化中最经久不衰的元素之一,大多数美国人仍将乡村和小城镇视为他们愿意居住的地方,关键就在于美国人的意识形态信仰和梦想。在理想化的美国小城镇中,社区的意识形态体现在以下特征中:当地希望将小城镇视为一个有价值的地方,个人希望获得社区意识和正直公民的声誉[61]。逆城市化移民从大都市回迁到小城镇也通常被解释为试图重新获得失去的理想。

同步于经济和社会结构的转型,小城镇传统的归属感和身份认同正在发生变化。有学者认为,新自由主义经济改革破坏了小城镇的既有产业,加剧了人口的流失和发展的不平衡,经济衰退又进一步破坏了居民之间的集体认同感和小城镇的自治能力[62]。工厂的关闭导致小城镇无法提供足够的就业机会,也就意味着小城镇适合退休的人居住,但不适合有年轻人的家庭[63]。尽管如此,小城镇对农民来说仍然是一个重要的地方,这是他们与其他人联系、提供和寻求支持、建立归属感的主要场所,归属感和社会参与有助于增强当地社区韧性,进而缓解经济衰退[64]。但有时候,人口增加的效应也可能是消极的。例如,长期在小城镇社区的居民认为,本地社会是一个由具有共同背景和共同兴趣的人组成的网络,新来者会破坏当地的认同感,而不是振兴社区[65]

随着经济和产业的多元化发展,资本向诸多领域不断渗透,人们也越来越认识到地方文化和文化产业的重要性,一些小城镇已经开始采用文化主导发展战略,重点是营销地方品牌,培育文化产业,将以前的生产场所改造成旅游、节庆等消费场所。小城镇旅游产业的强势增长来自于对自然环境或比较优势的认识或创造,小城镇在向更广阔的地域展示自己时,越来越注重独特性和地方叙事,这是一种能够使其更充分地融入世界体系的天然优势[66]。Knox等[67]指出,小城镇为居民提供了特别的机会,他们通过建立越来越多的局部性以获得全球的连通性,使其集体成为新自由主义全球化的替代路径。保持小城镇特色是对实现神话般的小城镇理想的一种尝试,一个繁荣小城镇的理想形象应该是有一些保养妥善的独户住宅、一所社区学校、两三个教堂和一条熙熙攘攘的主街道[68]。但同时需要警惕的是,新自由主义全球化的力量虽然助推了文化经济的发展,但也往往使地方变得商品化和同质化,并重组当地居民的日常生活[69]

2.4 渐趋多样化的小城镇发展政策

由于每个小城镇所处的区域环境不尽相同,因此,没有任何一项单一的政策能够解决小城镇正在面临的各种各样的挑战,一个成功小城镇的发展经验也很难被其他地方复制。后工业化时代的小城镇吸引了大量的舒适物导向移民(amenity-oriented immigration)与旅游观光者,为经济发展注入了新动力,成为小城镇复兴的主要模式[3]。然而,小城镇复兴的路径是多样化的,学者们在经济政策[70-73]、社会政策[74-77]、文化政策[78-79]等方面提出了诸多替代性方案。

在经济政策方面,经历了40多年的新自由主义之后,国家层面对小城镇发展进行政策干预的能力已经降到了历史低点[70]。国家支持力度的减弱和应对地方经济发展挑战的迫切需要,促使地方的个人、机构和政府采取积极行动,以恢复当地的活力。小城镇往往必须审视自身的内部资源和地方领导能力,并通过新地方主义或新区域主义的议程,有选择地参与一系列社会发展和治理问题[71]。因此,具有鲜明的自下而上特征的内生发展理念在许多国家萌生,强调小城镇和区域本身的发展能力,例如,德国的区域发展战略和日本的“一村一品”运动。然而,这些理念只有在当地具备应有的资源和能力时,才能发挥主要作用[72]。这类以市场驱动为导向的战略通常无法产生预期的积极效果,不能被视为扭转小城镇衰退趋势的有效措施,因为这类政策更适用于大都市区,而不是边缘地区。与之相对,还有一种自上而下的国家政策驱动的凯恩斯主义方法,即发展支持弱势地区和减少区域差异的政策机制。虽然国家政策可以通过财政均衡计划、制定落后地区的发展方案和修建基础设施等措施来公平分配发展福利,但它不能取代区域在提升地方发展能力方面的责任,这意味着两者在必要的时候应该进行良好的结合[72]

在社会政策方面,社会资本理论认为,社会资本对小城镇而言是集体行动和改善社区境况的关键资源,较高的社会资本存量,在一定程度上有助于复苏地方经济[74]。社会资本的下降意味着小城镇在面对全球性和结构性压力的扰动时缺少一种维持或改善当地生活质量的重要基础[74]。有研究认为,技术专长和人力资源的匮乏、公众参与的缺失、治理的精英化等因素影响了小城镇治理体系的有效运行,小城镇的社会资本明显不足[75]。由于缺乏所需的信息、专家、资金等原因,小城镇的规划机构也很少能够有效地规划自己的城镇[75]。高社会资本城镇应该有更多的公民参与,即居民对社区组织和项目的参与,以及更高层次的集体公益行动。因此,了解与小城镇社会资本和公民参与变化相关的因素具有明显的国内和国际政策意义。例如,Daniels[76]强调小城镇应该依托独特的本地资源与地方领导力形成竞争力。Peters等[58]指出小城镇实现精明收缩主要是由强大的社会基础设施驱动,而不是由经济和物质基础设施驱动的。同时,就经济复苏而言,往往充满活力、具有社区意识的企业家能够成为关键催化剂。Nel等[77]通过对新西兰68个小城镇的研究,揭示了在全球化和乡村多功能主义的背景下,虽然国家政策减少了对地方发展的支持,但企业家(尤其是那些希望鼓励其他人来到自己所在的小城镇定居的企业家)可以在小城镇的经济发展中发挥关键作用。

在文化政策方面,全球文化所主导的政策流动性正在影响小城镇和乡村地区。地方层面的政策并不是纯粹作为地方叙事构建的,而是越来越多地作为一个网络的一部分产生,在这个网络中,思想在空间中流动,并被重新加工为有基础的、有地域的叙事[75]。Lysgård[78-79]分析了挪威南部乡村地区4个小城镇的文化主导策略,发现小城镇和乡村地区的政策建构在一定程度上受到了文化产业、地方营销和新自由主义消费文化政策流动的影响。然而,小城镇和乡村地区的文化政策似乎更多地基于社会动员和公众参与的理念,并受到路径依赖、地方遗产、文化传统、社区实践和社会资本的引导[78-79]。与其不加批判地接受那些有着浓厚的大城市色彩的文化主导政策,如吸引力、竞争力、地方营销和创意产业,小城镇和乡村地区可能更应该关注文化发展政策的基本原则,把社区建设、社会一致性、地方认同等问题放在首位[69]

3 发达国家小城镇转型发展过程中的尺度重组

通过梳理相关研究可以发现,发达国家小城镇转型发展在经济、社会、文化和政策维度均体现出了从全球到地方的多尺度特征(图4)。基于小城镇的多尺度性看待小城镇的转型发展过程,可以认为,地方尺度是小城镇转型发展的直接体现,各类经济、社会、文化现象和政策实施集中发生于小城镇内部,区域、国家、全球等尺度则表达了小城镇与外部环境之间的相互作用。从尺度重组的视角来看,在全球要素流动不断加剧的背景下,小城镇不仅是简单地被动承受更高级尺度带来的影响,而且有能力主动参与区域/国家,乃至全球尺度的一系列事务,成为网络尺度中的节点。Swyngedouw[29]提出“全球地方化”(glocalization)的概念来概括国家权力的尺度上推和尺度下推,即制度/监管安排从国家尺度向上转移到超国家或全球尺度,向下转移到个体或地方、城市或区域尺度。而小城镇的尺度重组更多地是地方尺度经由上推与更高级尺度的下推发生相互作用的过程,这些由城乡互动与全球流动引发的“城市—乡村”“全球—地方”之间的相互作用便是小城镇转型发展的主要诱因与动力。

图4

图4   小城镇转型发展的多尺度性与尺度重构

Fig.4   Small town transformation and development based on multi-scalar characteristic and rescaling


在全球化和城市化背景下,城乡关系逐渐突破固有结构和地域边界。在地方尺度上,小城镇正在由相对封闭和同质变得更为开放和异质,原有的“核心—边缘”结构发生重构,小城镇正在经历一个跨尺度的网络化的尺度重组过程。小城镇与其他城乡地域联系密切,尤其受大城市影响更为明显,被大都市区嵌套的小城镇虽然容易被城市虹吸,但也往往可以拥有更广阔的发展前景,而位于偏远或边陲地区的小城镇则很难突破不断衰退的路径依赖。在全球范围内,国际间的产业、移民、文化要素流动直接或间接地推动了小城镇转型发展,有些小城镇因资源持续流失而走向衰落,有些小城镇则能够成为承载要素流动的全球网络尺度中的节点,在梯形尺度方面实现了发展跃迁,在嵌套尺度方面则扩大了腹地范围。

从经济维度看,在产业资源于世界范围内转移的过程中,有的小城镇能够抓住产业转移或者培育新兴产业的机遇,提高经济韧性、实现经济复苏,而有的小城镇则因产业持续流失、经济韧性下降、陷入持续衰退。从社会维度看,跨国、跨区域的人口流动加剧,有的小城镇因移民迁入带来的人口增加提升了社会资本和社区韧性,却也可能由此引发阶层或种族间的社会矛盾,削弱小城镇居民的地方与身份认同感。有的小城镇虽然人口减少,却能成功实施精明收缩策略,进而提高社区生活质量。从文化维度看,在全球化带来的文化同质化趋势以及消费主义盛行的宏观背景下,地方独特性越来越体现出其文化经济价值,使得小城镇获得了全球连通性,但也面临着被同化倾向所反噬的风险。从政策维度看,在小城镇转型发展过程中,各类相关政策跨越各级尺度,结合了自上而下和自下而上2种路径,兼顾国家与区域扶持和地方内生性发展,综合外部资源引入和社区优势支撑,迎合了各个尺度间互动愈加频繁的趋势,充分引导与调节小城镇的发展,对其转型结果产生了重要影响。

4 结论与讨论

本文首先强调了小城镇在城乡聚落体系中的重要位置,并指出当前相关研究热度与小城镇的重要性不相匹配。为了更好地了解小城镇的转型发展过程与规律,本文认为应当将小城镇的发展有机融入更广泛的政治、经济、社会、文化过程中,充分把握跨越各种边界、多级尺度的小城镇转型分化现象的动态性和流变性。研究认为,尺度是能够把世界层级化、条理化的重要分析工具,小城镇具有多尺度性,可以用梯形尺度、嵌套尺度、网络尺度等隐喻进行具象化表达。尺度作为一系列政治、经济、社会、文化条件的产物,小城镇的转型发展蕴含了尺度生产与再生产的过程,势必伴随着从一种尺度形态向另一种尺度形态的转化。在理论建构的基础上,本文通过梳理发达国家小城镇转型发展相关研究,认为小城镇不仅是简单地被动承受更高级尺度带来的影响,而且有能力主动参与区域/国家,乃至全球尺度的一系列事务。区域与国家尺度的城乡互动与全球尺度的要素流动是小城镇转型发展的诱因与动力,经济、社会、文化等侧面转型发展的积极或消极结果最终在地方尺度得到直接体现,各类政策工具也表现出了自上而下与自下而上相结合的跨尺度特征。

自改革开放以来,中国先后经历了分别由财政包干和1994年分税制改革为起点的国家权力的去中心化和再中心化过程,对小城镇的发展产生了重要影响。前者促成了乡镇企业的异军突起,进而带动了小城镇的大发展;后者则激发了大中型城市的扩张,使得小城镇在整体性衰落中走向进一步分化[80-81]。近年来,在新型城镇化和乡村振兴战略的双轮驱动下,城乡融合发展逐步成为中国城乡经济社会发展的主旋律,城乡聚落功能与形态的转型重构趋势明显[82-83]。在此进程中,城市与乡村之间的直接联系越来越广泛,各类要素无需通过小城镇进行传导,小城镇逐渐处于一种“中空”的位置,其在“城—镇—村”关系中的作用与地位未得到应有的重视,成为缺乏竞争优势的“夹心层”[84]。因此,当前的小城镇研究亟需突破就小城镇论小城镇的禁锢,尺度概念恰能为之提供有效的理论认知和方法工具。将尺度作为分析工具,有助于通过小城镇的多尺度性理解小城镇在不同尺度中存在的意义与内涵。将尺度作为社会产物,有助于采取有效的治理手段促进小城镇的尺度生产与再生产,解绑地方尺度对小城镇的束缚,赋予面广量大的小城镇未来以更多的发展可能性。由此可见,多尺度性与尺度重组对于描述中国小城镇的转型发展存在一定的理论潜力,尤其是拥有特定行政级别的中国小城镇的区划调整和行政机构改革也是一个值得深入探讨的话题。需要注意的是,中国语境下的小城镇转型发展与新自由主义背景下的西方国家在历史逻辑、社会环境、自然地理本底等方面均存在着显著差异,国家权力尺度下推的效应或者地方尺度上推的动力机制与尺度重组路径都不尽相同。例如,同样面对国家权力的去中心化,中国在改革开放初期呈现出小城镇蓬勃发展的态势,而西方国家更多地经历了大都市区增长。从全球尺度来看,中国的城乡发展在一定程度上也受到了新自由主义的外部性影响。

本文仅通过梳理相关文献,对发达国家小城镇转型发展中的尺度重组进行了初步分析,在今后的研究中需持续开展案例研究对此进行补充,深入讨论各类典型小城镇转型发展与尺度重组的内在机理,通过对每一块“马赛克”的诠释,最终拼贴成“万花筒”般的小城镇问题的整体性认知。因此,中国小城镇多元分化与转型发展研究尚存在巨大的空白,亟待有关学者进行研究补充,这也将进一步丰富与细化城市地理学、乡村地理学理论体系,为中国未来的小城镇规划与建设提供学科理论支撑。

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区域协同发展是区域发展战略的重要目标之一,也是人文地理学研究的核心议题之一。论文基于区域协同发展和尺度理论的新进展,探讨了粤港澳大湾区区域协同发展中的尺度陷阱,包括功能定位的尺度范围、自身尺度形式选择和多尺度主体的尺度政治。论文认为,粤港澳大湾区区域协同发展涉及不同尺度的功能定位、复杂的尺度形态和多尺度的利益博弈关系,在实证分析和政策设计中,必须尊重区域协同发展的过程性和诸多矛盾的普遍性,通过对比多尺度实证分析和方案设计的结果,推动积极有效的制度和模式创新,避免落入尺度错位和尺度政治的陷阱。文章在深化区域协同发展的理论和拓展尺度陷阱的应用两方面做出了贡献。

[ Liu Yungang, Zhang Jixing, Wang Fenglong.

Scalar traps in the coordinated development of the Guangdong-Hong Kong-Macao Greater Bay Area

Progress in Geography, 2022, 41(9): 1677-1687. ]

DOI:10.18306/dlkxjz.2022.09.010      [本文引用: 1]

Regional coordinated development is one of the important goals of China's regional development strategy and also the core issue of human geography research in China. Existing studies on regional coordinated development are mainly based on three theoretical strands: the first one is based on the paradigm of regional geography and emphasizes the homogeneity within a region, such as regional industrial zoning and major function oriented zoning; the second one is based on location theory, "pole-axis" spatial system, and territorial-production complexes and underlines the functional complementation within the region, such as the Yangtze River Economic Belt and the strategy for large-scale development of western China; the third one is based on the theories of regional governance, space of flows, and city networks and highlights the functional linkages and cooperation within the region, such as the strategies of integrated development of the Yangtze River Delta and the development of the Guangdong-Hong Kong-Macao Greater Bay Area (GBA). However, few studies have adopted the theories in political geography and most of the arguments in previous studies are limited to the regional scale. Based on the dilemma faced by regional coordinated development and recent progress in scale theory, this study takes the GBA as an example to analyze the scalar traps faced by regional coordinated development, such as the scalar range of functional positioning of the region, the choice of its own scale form, and the scalar politics among various actors. This article holds that the coordinated development of the GBA involves functional positioning at different scales, complex scale forms, and interest gaming at multiple scales, and the process of regional coordinated development and the omnipresence of many contradictions must be fully taken into consideration in empirical analysis and policy design. By comparing the results of multi-scale empirical analysis and scheme design, we can avoid the trap of scalar mismatch and scalar politics by promoting active and effective innovation in the institutional system and the development model. This article contributes to the literature by enhancing the theoretical discussions of regional coordinated development and enriching the application of the theory of scalar traps in regional studies.

匡贞胜, 孙斌栋.

新国家空间框架解读中国空间转型现象的再审视

[J]. 地理科学进展, 2021, 40(3): 511-523.

DOI:10.18306/dlkxjz.2021.03.014      [本文引用: 1]

作为全球化背景下城市与区域空间转型的主流理论框架,新国家空间(New State Space, NSS)框架已被国内学者应用于诠释中国国家空间重构过程。论文梳理了NSS框架的提出背景、重要概念、主要观点以及国内外相关研究成果,发现NSS框架虽能为碎片化的全球空间治理研究提供一个统一的分析视角与平台,但却可能因概念泛化且缺乏可证伪性、框架固化而难以捕捉繁复情境、复杂化现象问题等潜在缺陷而引发理论本体模糊。同时,中国存在特殊的国土空间行政结构、政府间关系、所有制安排、地方官员晋升机制以及市场经济发展路径,基于欧美背景的NSS框架难以准确解析中国的本地化场景。此外,国内学界对NSS框架涉及的概念术语尚缺乏必要的辨析,在某种程度上存在对本土现象的机械化解读,可能导致难以深入探究多尺度国家空间转型的实际过程与底层逻辑,不能实现国内外学界的深度学术对话,进而无法掌握改革开放以来中国空间转型研究领域的话语权。未来有必要重新审视NSS框架的内涵外延,理性解读中国空间转型的实践,力争以本土化实践为基础,构建更具普适性的理论框架来兼容不同国家的情境,在国际上发出中国学者的声音。

[ Kuang Zhensheng, Sun Bindong.

Reexamining the explanation of China's spatial transformation from the perspective of new state space framework

Progress in Geography, 2021, 40(3): 511-523. ]

DOI:10.18306/dlkxjz.2021.03.014      [本文引用: 1]

New state space (NSS) framework is the main theoretical framework to explain urban and regional spatial transformation under the background of globalization. Researchers in China have introduced NSS to interpret China's spatial reconfiguration process in recent years. This study reviewed the background, key concepts, main ideas, and research findings of NSS in China and internationally, revealing that NSS can provide a unified perspective to analyze global spatial transformation. However, some defects of NSS would lead to serious ontological problems. First, the concepts of NSS have a tendency of generalization, meanwhile, are lack of falsifiability; second, the lack of flexibility of the framework is hard to capture multifaceted situations; third, NSS may complicate the real-world scenarios sometimes, which would go against the intention of theorization. China has unique national spatial administrative structures, governmental relationship, property right arrangement, promotion system of officials, and market economy development path, therefore NSS may run into difficulties to articulate the intricate Chinese contexts because it was proposed based on the background of Western scenarios. That is to say, there are limitations in using NSS to interpret China's spatial transformation—the differences of territorial administrative framework between China and Western countries may lead to correspondence problems of terms and concepts. Different property right arrangement could result in different dimensions of analysis in spatial restructuring. Finally, the complicated power field in China would have different internal driving forces in the process of regional and urban transformation. These problems would result in dilemmas when discussing and exploring the multiple-scalar practical situations and the underlying logic of state spatial transformation. Further, it would be difficult for Chinese academia to engage in in-depth academic exchanges with scholars from other countries, and to have their voice heard in the theoretical study of Chinese spatial transformation. The NSS might be caught in the involution of dogmatization and instrumentalization if it could not concentrate on several core topics related to the ontology of human geography. China is large and complex in territorial areas with multifarious populations, resources, environment, and so on. The special history and development contexts mean that any theories or frameworks would need to be examined in real and practical situations. Therefore, it is urgent to pay more attention to the localization of spatial transformation and governance theories and propose more universal theoretical frameworks to underpin the study of spatial transformation since 1978.

Li L.

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王璇, 郐艳丽.

国家级新区尺度政治建构的内在逻辑解析

[J]. 国际城市规划, 2021, 36(2): 32-39.

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[ Wang Xuan, Kuai Yanli.

Analysis on the political construction of scale of state-level new areas

Urban Planning International, 2021, 36(2): 32-39. ]

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李鲁奇, 马学广, 鹿宇.

飞地经济的空间生产与治理结构: 基于国家空间重构视角

[J]. 地理科学进展, 2019, 38(3): 346-356.

DOI:10.18306/dlkxjz.2019.03.005      [本文引用: 1]

飞地经济伴随着2000年以来的区域化过程而兴起。当前研究多关注微观机制和模式,而对宏观结构性因素缺乏更为细致的探讨。论文基于国家空间重构理论,分析了飞地经济如何在国家空间重构中被生产出来,同时在复杂的尺度和领域间关系中形成何种治理结构。研究表明,在资本过度积累的危机和再领域化的驱动下,飞地经济产生于地方制度试验,并因与国家空间选择性的演变趋势相一致而被纳入国家空间策略,以培育区域竞争力和协调区域间关系。其治理结构因涉及复杂的领域间、尺度间和政府-市场关系而存在一定内在矛盾。因此,飞地经济应被视为国家空间重构中的一种特殊试验手段,主要发挥“引导”作用,并同其他空间或非空间政策相衔接。

[ Li Luqi, Ma Xueguang, Lu Yu.

The production and governance structure of enclave economy: From the perspective of state spatial restructuring

Progress in Geography, 2019, 38(3): 346-356. ]

DOI:10.18306/dlkxjz.2019.03.005      [本文引用: 1]

The state space has undergone significant transformations in China since 2000, changing from urban entrepreneurialism to regionalization. In this context, enclave economy is emerging and developing in various regions, and has been studied by researchers in a range of fields. However, most of the existing studies focus on the microscopic mechanisms and modes, without more detailed analyses of the macroscopic and structural factors behind this phenomenon. Apparently, this approach is problematic because enclave economy is not only a grassroots strategy, but also an integral part of the spatial strategies at the national scale in recent years. Therefore, based on the theories of state spatial restructuring, this article analyzes how enclave economy is produced and what governance structures are formed in this process. It suggests that enclave economy is driven by the crisis of capital accumulation and the tendency of reterritorialization. In this context, it originates from bottom-up institutional experiments, and then becomes a flexible yet inadequate strategy of regionalization. Following this, due to the consistency between enclave economy and the evolution of state spatial selectivity, it is then integrated into China's state spatial strategies that focus on the competitiveness of city-regions. Moreover, the governance structure of enclave economy includes inter-scalar, inter-territorial, and government-market relations, which are contingent, complex, and relatively fragile. In sum, this practice should be viewed as an emerging experiment in the state spatial restructuring, whose effects and consequences remain to be seen.

杨凌凡, 罗小龙, 唐蜜, .

尺度重构视角下开发区整合转型机制研究: 以江苏省为例

[J]. 经济地理, 2022, 42(6): 33-44.

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[ Yang Lingfan, Luo Xiaolong, Tang Mi, et al.

The integration and transformation mechanisms of development zones from the perspective of rescaling: A case study of Jiangsu Province

Economic Geography, 2022, 42(6): 33-44. ]

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张衔春, 唐承辉, 岳文泽.

地域重构视角下区域空间生产与治理: 以深汕特别合作区为例

[J]. 地理科学, 2022, 42(3): 373-380.

DOI:10.13249/j.cnki.sgs.2022.03.002      [本文引用: 1]

从资本、权力与社会的地域重构视角系统探索了中国区域空间生产与治理的相互关系及作用机制。分析珠三角典型的“飞地经济”深汕特别合作区的地域重构过程,研究发现,首先,区域空间生产一方面依赖于政府的政策动员,另一方面企业主体的空间偏好决定了区域空间生产的结果。其次,区域治理对区域空间生产的多尺度修复是动态调整的,以资本的空间需求为导向。最后,区域空间生产与区域治理协同演进并相互促进。结果表明,中国城市区域的形成是“规划中心,市场为器”的国家治理体制在区域尺度的具体表现。现代政府治理能力的建构与对地方本位主义的路径依赖需要更深层次的激励机制与制度设计。

[ Zhang Xianchun, Tang Chenghui, Yue Wenze.

Investigating the regional spatial production and regional governance from the perspective of territorial restructuring: A case study of Shenzhen-Shanwei cooperation zone

Scientia Geographica Sinica, 2022, 42(3): 373-380. ]

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Against the backdrop of the China’s city-regionalism, this article systemically examines the interaction between regional spatial production and regional governance from the lens of capital, social and power territorialization. Through a case study of Shenzhen-Shanwei Special Cooperation Zone, a typical “enclave economy” in the Pearl River Delta, this article found that the regional spatial production is on one hand contingent upon the political mobilization from the superior government, on the other hand upon the market preferences of the entrepreneurs. Second, the spatial fix of regional governance upon regional spatial production is dynamically adjusted, which is guided by the capital demands. Third, the regional spatial production has co-evolved and inter-facilitated with the regional governance. All of these findings suggest that the formation of China’s city-region is essentially the manifestation of China’s state governance marked by state centrality and market instruments at the regional scale. The building of modern state governance capacity and the path dependence upon localism need a deepening motivation mechanism and institutional design.

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王丰龙, 刘云刚.

尺度政治理论框架

[J]. 地理科学进展, 2017, 36(12): 1500-1509.

DOI:10.18306/dlkxjz.2017.12.005      [本文引用: 1]

目前国内外对尺度及尺度政治的讨论十分热烈。本文在整合已有研究的基础上,基于主体与结构视角提出了一个三阶段的尺度政治理论框架,指出政治过程和权力结构的尺度化是尺度政治的前提,尺度重构是尺度政治的核心机制,权力关系重构是尺度政治的目的和结果。具体而言,尺度化涉及物质空间、组织空间和表达空间的大小、层级、范围等结构关系;尺度重构包含由尺度上推、下推、重组,以及上述不同尺度形式构成的3×3矩阵;不同政治主体会采用特定尺度重构策略改变权力关系,并造成一系列尺度关系和合法性的悖论。基于以上认识,本文进一步讨论了中西方关于尺度和尺度政治的认知差异和未来值得深入研究的课题。

[ Wang Fenglong, Liu Yungang.

Towards a theoretical framework of 'politics of scale'

Progress in Geography, 2017, 36(12): 1500-1509. ]

DOI:10.18306/dlkxjz.2017.12.005      [本文引用: 1]

Since Neil Smith initiated the arguments of "politics of scale" based on his studies of the homeless, scale has become a hot topic in political geography. However, it is a pity that a comprehensive theoretical model of "politics of scale" has still not been developed despite of a large number of debates on the concept of scale itself and various empirical studies conducted in different cultures. In this article, we propose a three-step theoretical model of "politics of scale" based on the existing literature, especially the structural and post-structural perspectives to power, the second-abstraction view of scale, and the large volume of empirical studies on scalar politics. We argue that "politics of scale" is pillared on the processes of scalization, rescaling, and articulation of scale with power relations. Specifically, in "politics of scale" power relations are embedded in various forms of scale that can be mainly decomposed into size in material space, level in organizational space, and scope in discursive space. The existing scale frames or scalar relations are reshaped or rearticulated by different political actors. A three by three matrix is developed to incorporate the dazzling strategies of rescaling in terms of scaling-up, scaling-down, and rescaling. Different political actors will adopt different rescaling strategies to transform the power relations and legitimate/problematize governmental rationality according to their own interests. Several basic laws and paradoxes of "politics of scale" are summarized. The specific characteristics of "politics of scale" in China compared with its Western counterparts are also summarized, including the dominance of administrative level, underdevelopment of scaled discourses, and decisive roles of the Internet and international intervention. We also point out some issues worth further exploration, such as the problem of political justice in "politics of scale" and extension of the "geographical meaning" of scale in political geography. This article may contribute to the growing literature on scale and Chinese political geographical studies.

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This paper describes the uncharted terrain of the 'remote city', an ubiquitous modern urban space. Concentrating on four cities to the north-east of Tokyo and New York, it argues that worldliness is hardly a monoply of 'world cities'; that historical narratives of connection not only construct the 'locality' of many places, but establish imperatives for regular re-engagement. The remote, local, historical and small are revealed as aspects of globality, rather than alternatives. The worldly narratives of Bangor and Lewiston, Maine (US), and Hakodate, Japan, are contrasted not only with each other, but with the studied non-worldliness of the larger but still remote Japanese city of Niigata. The essay ends with a possible explanation for why 'heroic' or local worldliness actually flourishes in an era of the global mundane.

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Economic development has become-a hotly debated topic and a much sought after goal in small towns across America. The literature, however, has yet to present a comprehensive source on the theory and practice of economic development, due in part to the diversity of small towns. Instead, the literature features a piecemeal collection of strategies, techniques, case studies, and most recently, methods for adapting to changing economic conditions. Industrial recruitment and reliance on outside funding are giving way to locally based finance and entrepreneurial activity. Fewer and larger farms and the popularity of regional shopping malls suggest that the traditional purpose of many small towns as a service and retail center is fading. The literature stresses a need to take advantage of unique local resources and leadership to compete successfully with other communities.

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[J]. Local Economy: The Journal of the Local Economy Policy Unit, 2014, 29(4/5): 486-502.

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Along with most of the Organisation of Economic Cooperation and Development, New Zealand has experienced significant changes in local and regional development policy and practice since the wide-spread adoption of neoliberal reforms in the 1980s. Policy interventions have restricted the powers of local governments, rationalised state support for more marginal areas and ultimately led to a scenario in which local communities are obliged to become more pro-active in the determination of their local economic futures. This paper discusses how neoliberal changes have impacted on New Zealand government policy and spatial development. In the second part of this paper, based on field research, the implications of these changes on smaller, more marginal urban centres less well positioned to adapt to a context of neoliberalism and change are investigated. Evidence is drawn from statistical indicators of change and from a study of 68 small towns to identify common catalysts and barriers to economic development and diversification. The study reveals the key role which entrepreneurs, in particular those who desire to encourage others to come and locate in their town, can play in the economic wellbeing of their towns in an era of reduced state support.

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[J]. 地理学报, 2018, 73(4): 637-650.

DOI:10.11821/dlxb201804004      [本文引用: 1]

城市与乡村是一个有机体,只有二者可持续发展,才能相互支撑。依据人地关系地域系统学说,城乡融合系统、乡村地域系统是全新认知和理解城乡关系的理论依据。针对日益严峻的“乡村病”问题,全面实施乡村振兴,既是推进城乡融合与乡村持续发展的重大战略,也是破解“三农”问题,决胜全面建成小康社会的必然要求。本文探讨了新时代城乡融合与乡村振兴的基础理论,剖析了乡村发展面临的主要问题,提出了问题导向的中国城乡融合与乡村振兴科学途径及研究前沿领域。结果表明:① 城乡融合与乡村振兴的对象是一个乡村地域多体系统,包括城乡融合体、乡村综合体、村镇有机体、居业协同体,乡村振兴重在推进城乡融合系统优化重构,加快建设城乡基础网、乡村发展区、村镇空间场、乡村振兴极等所构成的多级目标体系。② 中国“三农”问题本质上是一个乡村地域系统可持续发展问题,当前乡村发展正面临主要农业生产要素高速非农化、农村社会主体过快老弱化、村庄建设用地日益空废化、农村水土环境严重污损化和乡村贫困片区深度贫困化等“五化”难题。③ 乡村是经济社会发展的重要基础,城乡融合与乡村振兴战略相辅相成,乡村振兴应致力于创建城乡融合体制机制,推进乡村极化发展,按照产业兴旺、生态宜居、乡风文明、治理有效、生活富裕的要求,构建乡村地域系统转型—重构—创新发展综合体系。④ 乡村振兴地理学研究应着眼于乡村地域系统的复杂性、综合性、动态性,探究以根治“乡村病”为导向的新型村镇建设方案、模式和科学途径,为实现新时代中国乡村振兴战略提供理论参考。

[ Liu Yansui.

Research on the urban-rural integration and rural revitalization in the new era in China

Acta Geographica Sinica, 2018, 73(4): 637-650. ]

DOI:10.11821/dlxb201804004      [本文引用: 1]

Cities and villages are components of a specific organism. Only the sustainable development of two parts can support the prosperous development as a whole. According to the theory of man-earth areal system, urban-rural integrated system and rural regional system are the theoretical bases for entirely recognizing and understanding urban-rural relationship. To handle the increasingly severe problems of "rural disease" in rapid urbanization, accelerating rural revitalization in an all-round way is not only a major strategic plan for promoting the urban-rural integration and rural sustainable development, but also a necessary requirement for solving the issues related to agriculture, rural areas, and rural people in the new era and securing a decisive victory in building a moderately prosperous society in all respects. This study explores the basic theories of urban-rural integration and rural revitalization and analyzes the main problems and causes of rural development in the new era, proposing problem-oriented scientific approaches and frontier research fields of urban-rural integration and rural revitalization in China. Results show that the objects of urban-rural integration and rural revitalization is a regional multi-body system, which mainly includes urban-rural integration, rural complex, village-town organism, and housing-industry symbiosis. Rural revitalization focuses on promoting the reconstruction of urban-rural integration system and constructs a multi-level goal system including urban-rural infrastructure networks, zones of rural development, fields of village-town space and poles of rural revitalization. Currently, the rural development is facing the five problems: high-speed non-agricultural transformation of agriculture production factors, over-fast aging and weakening of rural subjects, increasingly hollowing and abandoning of rural construction land, severe fouling of rural soil and water environment and deep pauperization of rural poverty-stricken areas. The countryside is an important basis for the socioeconomic development in China, and the strategies of urban-rural integration and rural revitalization are complementary. The rural revitalization focuses on establishing the institutional mechanism for integrated urban-rural development and constructs the comprehensive development system of rural regional system, which includes transformation, reconstruction and innovation in accordance with the requirements of thriving businesses, pleasant living environments, social etiquette and civility, effective governance, and prosperity. Geographical research on rural revitalization should focus on the complexity and dynamics of rural regional system and explore new schemes, models and scientific approaches for the construction of villages and towns, which are guided by radical cure of "rural disease", implement the strategy of rural revitalization polarization, construct the evaluation index system and planning system of rural revitalization, thus providing advanced theoretical references for realizing the revitalization of China's rural areas in the new era.

李智, 张小林, 李红波, .

江苏典型县域城乡聚落规模体系的演化路径及驱动机制

[J]. 地理学报, 2018, 73(12): 2392-2408.

DOI:10.11821/dlxb201812009      [本文引用: 1]

新时代背景下,深入开展县域城乡聚落规模体系研究对促进城乡融合发展、推动乡村振兴战略的实施具有重要的理论意义和实践价值。本文从苏南、苏中、苏北选择张家港市、泰兴市、涟水县3个典型县市作为研究案例地,利用1995年和2015年遥感影像数据和土地利用数据,构建了县域城乡聚落规模体系的评价方法,对县域城乡聚落规模体系的时空演化过程进行了实证分析,发现不同类型县域城乡聚落规模体系的演化路径既有明显差异,也存在一般性路径,而且演化路径具有显著的城镇主导效应和集群分布效应。在深入分析经济发展、城镇化、交通网络、制度与管理4种主要影响因素基础上,进一步提炼出县域城乡聚落规模体系演化的“四轮”驱动机制。研究结果有助于深入认识城乡聚落有机整体的系统观,为推动城乡聚落优化重构提供了新的研究视角和方法支撑。

[ Li Zhi, Zhang Xiaolin, Li Hongbo, et al.

Evolution paths and the driving mechanism of the urban-rural scale system at the county level: Taking three counties of Jiangsu Province as an example

Acta Geographica Sinica, 2018, 73(12): 2392-2408. ]

DOI:10.11821/dlxb201812009      [本文引用: 1]

In the context of the new era, it is of great theoretical and practical significance to promote urban-rural integrated development and rural revitalization by exploring the evolution paths and the driving mechanism of the urban-rural scale system. In this paper, we examined the evolution paths and the driving mechanism of this system at the county level based on both the land change survey data and remote sensing data in 1995 and 2015, when taking three counties of Jiangsu province as an example, namely developed Zhangjiagang, moderately-developed Taixing, and less-developed Lianshui at different levels of economic development. Based on the empirical study, in this paper, three typical evolution paths of the urban-rural scale system at the county level in Jiangsu province were summarized, and they fell into three types: Developed County, Moderately Developed County, and Less Developed County. In this case, some conclusions can be drawn as follows: (1) the number of settlements in the county decreased, but the total size increased; (2) the total size of rural settlements decreased, and the size of cities and towns increased at different speeds, when the town size gradually exceeded the urban size; (3) the number and the built-up area of high grade settlements increased, while those of low grade settlements decreased; (4) the polarization feature of the county's development became increasingly significant before gradually becoming weak; (5) the characteristics of the spatial cluster concerning the urban-rural scale system became increasingly significant, and the number of hot-points increased in the county area; (6) urban and rural construction land constantly expanded, when Chengguan town and key towns experienced the main change; (7) the spatial pattern of the urban-rural scale system evolved from the single center to double centers, and then to multi-centers. Furthermore, there were two common characteristics, namely urban-dominant effect and clumped-distributive effect, in the developing process of the urban-rural scale system in different counties. Then, based on the analysis of the key influencing factors, in this paper, the driving mechanism of the urban-rural scale system at the county level was put forward. In this study, economic growth, urbanization, transport network, and institutional management stand for four ways to propel progress. They are like the four wheels of a car, reinforcing and depending on one another and forming an integrated whole, in which the urban-rural settlement system constantly evolves.

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