The Intercity Industrial Distribution Effects of China’s High-Speed Railway: Evidence from Nighttime Light Remote Sensing Data

High-speed railway (HSR) has become a key infrastructure that shapes land use, specifically industrial distribution, and therefore affects urban industrial structure and regional economic patterns. This paper develops a new approach to examine the intercity industrial distribution effects (IDE) of HSR using nighttime light (NTL) data from 290 cities in China over a long period of time. Our study shows that the tertiary industries exhibit higher luminous intensity than the secondary industries, and the operation of HSR fosters the concentration of tertiary industries in megacities and supercities, especially those in the eastern economic regions, while leading to the dispersion of secondary industries from those cities. As a result, the proportion of tertiary industry in most medium and small cities decreased, and that of the secondary industry increased. Furthermore, among tertiary industries, producer services, especially transportation, warehousing, postal services, financial services, and leasing and business services, are most affected by HSR. These results highlight the intercity variation in the industrial impacts of HSR and provide valuable insights for industrial planning and policy-making in HSR cities. The proposed approach in this study can effectively identify the IDEs of HSR. Our findings suggest that cities cannot blindly rely on the operation of HSR to pursue economic development, and policymakers need to consider both the industrial situation of the HSR city itself and that of the cities connected through HSR to formulate distinct land use policies to address the impact of HSR on its industries.