From path dependence to path creation: How China's incumbent power generators navigate the energy transition?
経路依存から経路創造へ：中国の既存発電事業者はエネルギー転換をどう進めるか？ (AI 翻訳)
Sixuan Liu, Jing Wu, Xiao Wang
🤖 gxceed AI 要約
日本語
本研究は、中国の大手5社の発電事業者（Big Five）を対象に、2002年から2024年までのエネルギー転換における役割の変化を分析した。三重埋め込みフレームワークを用いた質的縦断研究により、5つの転換フェーズを特定し、企業の経路依存から経路創造への移行パターンを明らかにした。再生可能エネルギー拡大と安定供給の両立というハイブリッド目標下で、各社は正当性志向の収束と能力ベースの多様化を示した。
English
This study analyzes how China's Big Five power generation SOEs navigated the energy transition from 2002 to 2024. Using a longitudinal qualitative case study and an enriched Triple Embeddedness Framework, it identifies five transition phases and conceptualizes five ideal-typical pathways: system-stabilizing expansion, public-service anchoring, system integration, low-carbon frontrunning, and market-interface innovation. The findings show non-linear transition pressures due to recalibration of decarbonization against energy security and economic growth, and phase-dependent patterns of convergence and divergence among incumbents.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
本稿は、中国の国有発電事業者のエネルギー転換経路を分析し、日本の電力会社（旧一般電気事業者）の戦略立案に示唆を与える。日本の電力自由化と再生可能エネルギー導入の進展を考慮すると、中国の事例は、政策主導の移行における既存企業の役割再構成を理解する上で参考になる。
In the global GX context
This paper contributes to the literature on incumbents in sustainability transitions by providing a temporally sensitive account in a state-led context. It extends the Triple Embeddedness Framework to a coupled state-market setting, offering insights for emerging and developing economies undergoing energy transitions. The findings highlight the non-linear evolution of transition pressures and the diversity of firm-level pathways, which are relevant for understanding how SOEs can be leveraged for decarbonization.
👥 読者別の含意
🔬研究者:Researchers studying incumbents in sustainability transitions will benefit from the longitudinal empirical evidence and the extension of the Triple Embeddedness Framework to state-led contexts.
🏢実務担当者:Corporate strategists in power generation companies can use the five ideal-typical pathways to benchmark their own transition strategies and anticipate phase-dependent pressures.
🏛政策担当者:Policymakers in countries with state-owned energy sectors should note the non-linear recalibration of decarbonization against other objectives and the need for adaptive policy frameworks.
📄 Abstract（原文）
Beyond dichotomous views of resistance and support, the roles of incumbents in sustainability transitions are increasingly recognized as multidimensional, heterogeneous, and temporally dynamic. However, longitudinal empirical analysis remains limited regarding how such roles are reconfigured across transition phases into differentiated firm-level pathways, especially for state-owned enterprises (SOEs) in state-led transitions. China's power generation sector offers an instructive case. It combines partial power market reform with strong state direction, placing incumbent SOEs under hybrid objectives of commercial performance and public service delivery, including expanding renewables while maintaining reliable supply. Based on 19 semi-structured interviews and secondary materials, this study conducts a longitudinal qualitative case study of China's “Big Five” power generation SOEs from 2002 to 2024, using an enriched Triple Embeddedness Framework (TEF). Five system-level transition phases are identified: predevelopment (2002–2005), take-off (2006–2010), acceleration (2011–2014), reconfiguration (2015–2019), and re-alignment (2020–2024). The findings show that transition pressures evolved non-linearly as decarbonization was repeatedly recalibrated against energy security, affordability, and economic growth. In response, the Big Five exhibited phase-dependent patterns of legitimacy-oriented convergence and capability-based divergence. Their long-term trajectories are conceptualized as five ideal-typical pathways, namely system-stabilizing expansion, public-service anchoring, system integration, low-carbon frontrunning, and market-interface innovation. The study contributes a temporally sensitive account of incumbency in state-led energy transitions and extends the TEF to a coupled state-market setting, with implications for energy transitions in emerging and developing economies.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1016/j.erss.2026.104818first seen 2026-07-04 05:02:39
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