地理学报, 2023, 78(4): 980-996 doi: 10.11821/dlxb202304013

交通与旅游地理

传统村落文旅融合发展水平评价及影响路径

唐承财,1,2, 刘亚茹1,2, 万紫微3, 梁文琪1,2

1.北京第二外国语学院旅游科学学院,北京 100024

2.北京旅游发展研究基地,北京 100024

3.桂林旅游学院旅游管理学院,桂林 541006

Evaluation system and influencing paths of the integration of culture and tourism of traditional villages

TANG Chengcai,1,2, LIU Yaru1,2, WAN Ziwei3, LIANG Wenqi1,2

1. School of Tourism Sciences, Beijing International Studies University, Beijing 100024, China

2. Research Center of Beijing Tourism Development, Beijing 100024, China

3. School of Tourism Management, Guilin Tourism University, Guilin 541006, Guangxi, China

收稿日期: 2021-11-29   修回日期: 2023-01-6  

基金资助: 国家自然科学基金项目(42071199)
国家社会科学基金艺术学重大项目(20ZD02)
国家社会科学基金重大项目(20ZDA067)
北京市社会科学基金项目(18JDGLB015)
北京市社会科学基金项目(22GLB036)

Received: 2021-11-29   Revised: 2023-01-6  

Fund supported: National Nature Science Foundation of China(42071199)
Major Project of National Social Science Foundation for Arts of China(20ZD02)
Major Project of National Social Science Foundation of China(20ZDA067)
Social Science Foundation of Beijing(18JDGLB015)
Social Science Foundation of Beijing(22GLB036)

作者简介 About authors

唐承财(1982-), 男, 湖南中方人, 博士, 教授, 硕士生导师, 中国地理学会会员(S110008837M), 研究方向为生态旅游、乡村旅游、冰雪旅游、文旅融合。E-mail: tcc5808@163.com

摘要

文旅融合发展有助于推动城乡融合发展与乡村全面振兴。以北京市16个典型传统村落为研究对象,在探讨传统村落文旅融合发展理论框架的基础上,使用层次分析法构建传统村落文旅融合发展水平指标体系,运用加权TOPSIS模型进行传统村落文旅融合发展水平评价分析,采用模糊定性分析法(fs/QCA)解析传统村落文旅融合发展的主要影响因素及其组合路径。结果表明:① 传统村落文旅融合发展是一个沿着“文旅资源深度融合—文旅产品体系培育—文旅产业功能提升”脉络,持续向传统村落地域系统释放综合效益,进而推动传统村落全面振兴的动态过程。② 案例村落的文旅融合发展水平整体差异较大,不同效益维度呈现梯级分化的典型特征,各村自身在4个效益维度上的水平具有非均衡性。③ 单因素必要性分析中,所有单变量因素均无法单独成为传统村落文旅融合发展的必要条件。④ 传统村落文旅融合发展的影响因素组合路径共有3种类型,即成熟发展路径、快速发展路径及渐进发展路径,分别对应着不同的影响要素组合。本文从文旅融合视角为传统村落全面振兴与城乡融合发展提供了理论基础和科技支撑。

关键词: 传统村落; 文旅融合; 乡村振兴; 城乡融合发展; 加权TOPSIS法; 模糊定性分析

Abstract

The integration of culture and tourism is conductive to the realization of the urban-rural integration and rural revitalization. Taking 16 typical traditional villages in Beijing as cases, this study proposes the evaluation system and influencing factor model of the integration of culture and tourism of traditional villages. Based on the TOPSIS model supported by entropy method, it analyzes the level of the integration of culture and tourism of traditional villages. Moreover, we discuss the main influencing factors and their paths of the integration of culture and tourism of traditional villages by using fuzzy-set qualitative comparative analysis (fs/QCA). The results can be concluded as follows: (1) The integration of culture and tourism of traditional villages is a dynamic process that continues to promote the comprehensive revitalization by deepening resource integration, advancing product cultivation and strengthening industry functions. (2) There are obvious differences in the development level of the integration of culture and tourism of case villages. Specifically, the level of each village in the four dimensions presents the characteristic of differentiation and imbalance. (3) None of single factors can constitute the necessary and sufficient conditions of the integration development of culture and tourism. (4) There are three influencing paths of the integration of culture and tourism of traditional villages, namely, mature development path, rapid development path and progressive development path, which correspond to their respective combinations of influencing factors. This study could provide theoretical inspiration and scientific guidance for the urban-rural integration and rural revitalization of traditional villages from the perspective of the integration of culture and tourism.

Keywords: traditional villages; integration of culture and tourism; rural vitalization; urban-rural integration; weighted TOPSIS mode; fs/QCA

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唐承财, 刘亚茹, 万紫微, 梁文琪. 传统村落文旅融合发展水平评价及影响路径. 地理学报, 2023, 78(4): 980-996 doi:10.11821/dlxb202304013

TANG Chengcai, LIU Yaru, WAN Ziwei, LIANG Wenqi. Evaluation system and influencing paths of the integration of culture and tourism of traditional villages. Acta Geographica Sinica, 2023, 78(4): 980-996 doi:10.11821/dlxb202304013

1 引言

传统村落蕴含着中华传统文化遗产的丰富文化基因,是中国乡村地区的杰出代表。但在城乡融合发展进程中,传统村落普遍存在文化景观受损[1]、人居环境恶化[2]等危机,许多传统村落面临着衰败甚至消亡的困境[3]。因此,住房和城乡建设部等部委于2012年启动了传统村落保护工作,截至2022年已公布了六批中国传统村落名录,共计8171个村落被纳入保护范畴。为加大保护力度,住建部等部委于2014年出台了《关于切实加强中国传统村落保护的指导意见》,明确指出以旅游发展来实现文化遗产的合理利用。一些传统村落通过乡村旅游,为乡村地区注入了新的经济活力[4-5]。大量研究表明,旅游业是推动乡村精准扶贫、村民增收致富和实施乡村振兴战略的重要产业之一[6-10]。然而,乡村旅游的快速推进也使得传统村落人地关系、物质空间、文化记忆及社会网络发生巨变,村民生活方式急剧变化[11]、村落过度商业化[12]、传统原貌消退[4]等现象日益严峻,严重制约了乡村振兴的全面实现。因此,在面对诸多内外因素的共同影响下,如何科学统筹传统文化传承与旅游产业可持续发展之间的关系,推动城乡融合发展与乡村振兴战略实施,已经成为现阶段许多传统村落的重要科学命题。

《中共中央 国务院关于做好2022年全面推进乡村振兴重点工作的意见》提出了文化和旅游在乡村振兴中应发挥的作用。中国共产党“二十大”报告指出,推进文化和旅游深度融合发展。推进乡村文化和旅游深度融合发展是促进乡村振兴的重要路径[13-14],为研究乡村转型发展指明了方向。当前学界主要从文化或旅游中某一方面探究其对乡村振兴的影响[15-18],将文化和旅游纳入一个研究框架来系统探讨乡村振兴的成果较少。在传统村落研究中,部分学者从业态品质提升[19]、活态保护利用与旅游融合发展[20]、空间环境保护与更新[21]、文旅融合机制[22]等方面关注了文旅融合对于传统村落发展的意义。但将传统村落文旅融合发展作为整体,探讨其理论框架、定量评价、影响因素及作用路径等理论和实践问题的研究相对薄弱。此外,当前文旅产业融合评价研究多为国家[23]、省域[24]、城市群[25]、县域[26]等中宏观空间尺度,通过构建文化产业与旅游产业的评价指标体系与耦合协调度分析来反映产业融合情况[23-26],鲜有针对特定乡村地区的微观尺度研究,特别是大尺度的指标体系和研究方法也难以适用于传统村落等具有优秀传统文化的乡村地区。

因此,本文以北京市16个典型传统村落为例,从微观视角探讨了传统村落文旅融合发展的理论框架,使用层次分析法构建传统村落文旅融合发展水平指标体系,运用加权TOPSIS模型进行传统村落文旅融合发展水平评价分析,采用模糊定性分析法(fs/QCA)解析传统村落文旅融合发展的主要影响因素及其组合作用路径。本文试图为乡村地区文旅融合研究提供一定思路,从文旅融合视角丰富传统村落研究领域的理论成果,为中国实现城乡融合发展和乡村全面振兴提供科技支撑。

2 理论内涵与研究方法

2.1 传统村落文旅融合发展的理论框架

依据人地关系地域系统理论,乡村地域系统是由自然环境、资源禀赋、区位条件、经济基础、文化习俗等要素相互作用构成的具有一定功能、结构和区际联系的乡村空间体系[27];即由经济子系统、生态子系统和社会子系统共同组成的,具有综合性、动态性和开放性特征的复杂适应系统[28]。其中,文化空间是以人的价值意识为导向的无形空间,亦是乡村地域系统不可或缺的组成部分[29]。作为人地关系耦合的典型乡村聚落,传统村落在长期的农耕文明发展历程中凝聚了丰富的历史信息、传统文化景观以及乡愁记忆情感[30-32],拥有较于一般乡村聚落的独特文化延续价值,在现代化语境下表征出了强烈的文化遗产属性。据此,本文认为在传统村落这一特定地域范围内,应当强调人地关系交互对于传统村落文化空间的深刻影响,并将传统村落地域系统理解为以经济发展、社会进步、生态保育和文化传承子系统的变迁为主线,不断适应内外刺激变动以保持更好的可持续发展状态的多维系统。

推进乡村地区文化和旅游融合发展能有效促进乡村振兴[13],实现传统村落地域系统的可持续发展。产业融合理论认为发生产业融合的不同产业内部要素存在着功能和范围上的相互渗透,具有一定程度的产业关联[33]。伴随文旅部门的合并组建和政策文件的陆续出台,文化与旅游在产业培育和发展等各方面表现出了融合趋势[34],在现阶段已经催生出一系列新的产品、业态和服务,即形成了文旅融合[23]。同时,随着城市化快速扩张和传统文化获得高度重视,传统村落的社区聚落、文化遗产以及旅游资源等多维属性日益凸显,成为践行文旅融合发展的典型代表。需要明确的是,文旅融合是一个从资源到产品、从产品到产业,最终实现相互促进、优势互补、互惠共赢的过程[35]。同样的,对于传统村落这类以文化遗产为核心旅游吸引物的乡村地区来说,其文旅融合发展大多是在外部政策、乡贤人才、市场营销等多种发展要素的协同推进下,高度融合了村落多元文化基因图谱和自然旅游资源体系,大力培育了乡村特色文旅产品,实现传统村落文化和旅游产业潜在价值的释放和新增价值的创造,进而满足乡村振兴战略实施的现实需求。

通过对传统村落文旅融合发展理论框架的剖析(图1),可以发现文旅融合发展通过文旅资源深度融合、文旅产品体系培育及文旅产业功能提升的路径,将其对传统村落地域系统的作用关系传递至经济子系统、社会子系统、生态子系统及文化子系统4个关键维度,释放和创造出利于实现乡村全面振兴目标的经济发展效益、社会进步效益、生态保育效益和文化传承效益。具体而言:① 文旅融合的经济承载功能方兴未艾[36],文旅融合通过利用传统村落可开发的闲置资源,能够不断提升村落集体收入与村民个人收入,持续增强旅游资本积累效应。② 文旅融合发展在乡村社区的强势涉入,促使许多农户改变既有的生产生活行为,转向参与当地传统文化的创造性转化和创新性发展,大幅提升了当地居民的地方认同感以及精神风貌,推动了和谐社会构造[37]。③ 旅游业的市场属性与资源依赖性对乡村生态环境的平衡提出了更高要求,促进了乡村生态景观的营造优化[38],同时更高标准、深层次、好品质的乡村旅游发展形态也加大了村落生态环境综合治理力度[16]。④ 文旅融合发展有利于推动传统文化资源的活化利用和传承创新[34],着重强调了在地文化对于传统村落旅游发展的关键作用,为传统文化场景化、活态化、生动化传承提供了重要途径,继而达到延续乡土文化记忆和乡愁联结情感的目的。

图1

图1   传统村落文旅融合发展的理论框架

Fig. 1   Theoretical structure of the integration of culture and tourism of traditional villages


2.2 传统村落文旅融合发展水平评价指标体系构建

基于上述理论框架,本文指标选取不仅关注学术层面上的相关研究及专家深入访谈,也融入更多实践话语上的相关政府文件及长期实地调研资料的思考。① 经济发展效益是传统村落文旅融合发展最为外显的效益体现。文旅产值和人均文旅收入能够综合反映出村集体的经济收入情况[39],同时作为衡量村落产业结构优化的重要指标,文旅产值在村落总收入中所占比例的提升所折射出的积极意义需被重视。② 文旅融合发展不仅为乡村地区创造了大量就业机会,还促进了当地社区的和谐社会建设[37]。因此,社会进步效益维度的指标构成需要结合传统村落居民文旅就业率、乡风文明建设的现状情况,强调社区主体的就业活力与精神风貌。③ 生态景观营造水平、综合环境治理水平均是生态保育效益的关键指标。生态景观营造水平展现了文旅融合对传统村落生态资源的科学利用程度,综合环境治理水平则是文旅融合推动传统村落实现生态宜居目标的重要表现。④ 文化传承效益需要综合测度文旅融合影响下的传统村落物质文化空间保护和非物质文化遗产传承,传统建筑保存完好度、非物质文化传承度及传统格局保存程度均是其核心指标。

基于此,本文构建了传统村落文旅融合发展水平评价指标体系(表1)。具体流程如下:① 梳理《国家乡村振兴战略规划(2018—2022年)》《传统村落评价认定指标体系(试行)》《美丽乡村建设指南》等政府文件,分析相关研究成果[37-42],初步遴选指标。② 通过多次对传统村落的实地调研考察,评估各指标的系统性、科学性和可操作性,并进行调研以筛选部分不可测量的指标。③ 邀请从事传统村落保护与发展、乡村旅游、文旅融合发展等研究领域的12位专家组成焦点小组,根据专家讨论的反馈意见反复筛选指标,最终确定指标体系。

表1   传统村落文旅融合发展水平评价指标体系

Tab. 1  Evaluation index system of the level of the integration of culture and tourism of traditional villages

目标层准则层要素层要素层及指标内涵解释权重来源
传统村落文旅融合发展水平A经济发展效益B1文旅产值C1村落文旅产业在一定时期所获取的价值总和(万元)0.0755
人均文旅收入C2村落常住居民在一定时期内平均所得的文旅产业收入(元)0.1063[40]
文旅产值占村落总收入比例C3村落文旅产业产值/总收入的比例(%)0.0856
社会进步效益B2当地居民文旅就业率C4文旅产业就业人数/总就业人数(%)0.1608[41]
乡风文明建设水平C5以村落所获的文明村镇(或文明单位)荣誉称号等级为表征0.0907[37]
生态保育效益B3生态景观营造水平C6以专家对村落生态资源的景观风貌营造、空间利用格局优化等水平的赋分为表征0.1011[38]
综合环境治理水平C7以专家对村落废弃物处理、清洁能源使用、村庄绿化工程等项目治理水平的赋分为表征0.1195
文化传承效益B4传统建筑保存完好度C8评价村落现存传统建筑及其细节的保存情况0.0897
非物质文化传承度C9以村落非遗活动的传承规模为表征(人)0.0868[42]
传统格局保存程度C10评价村落传统格局、街巷体系、传统公共设施的保存及利用情况0.0839[42]

注:Ⅰ:文献;Ⅱ:《传统村落评价认定指标体系(试行)》(建村[2012]125号);Ⅲ:焦点小组。

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2.3 传统村落文旅融合发展影响因素模型构建

传统村落文旅融合发展是多重因素交互作用下的复杂过程,因此需要以单变量建构组态视角,从影响因素组合角度更为系统且全面地分析其影响路径,以便有针对性地提升传统村落文旅融合发展水平。依据传统村落文旅融合发展的现实需求和未来展望,综合相关研究成果[43-48],本文从5个方面分析传统村落文旅融合发展的影响因素:① 资源基础。资源丰富度、资源稀缺性和资源游憩价值是旅游目的地得以发展的重要驱动力[43-44]。作为典型的乡村旅游目的地,传统村落的资源基础同样是其文旅融合发展的关键条件。② 设施水平。乡村旅游地的高质量发展无法脱离保障条件的支持[45],公共基础设施和配套产业要素均是保障传统村落文旅融合有序开展的重要因素。传统村落设施环境需要兼顾游客文旅消费和村民生产生活的双重需求,以此来提升游客满意度和村民生活幸福感。③ 政府支持。相关政策与资金是传统村落文旅融合发展最直接的支持。良好的政策供给环境能够科学引导传统村落文旅融合发展的方向、速度及效益,同时政府财政支持对于刺激旅游地经济发展、专业知识引进、协调利益相关者信任关系等具有显著作用[46]。④ 管理投入。有效的旅游经营管理机制能够大幅提升旅游服务水平和游客体验质量[45],运营管理人才发挥的积极作用也能够促进乡村共建共享,为乡村文旅融合发展提供坚强软实力。⑤ 市场营销。通过强有力的市场营销,能够促进传统村落文旅消费市场的拓展与延伸。其中,举办民俗节庆活动[47]和构建多种媒体宣传渠道[48]是提升市场营销影响力的重要途径。

基于此,本文在参考已有研究的基础上,构建了涵盖资源基础、设施水平、政府支持、管理投入以及市场营销5个变量11个二级指标的传统村落文旅融合发展影响因素模型(图2)。其中,资源基础包括资源丰度、资源稀缺性、资源价值(XA1~XA3);设施水平包括基础设施水平和文旅配套设施水平(XB1~XB2);政府支持包括政府对传统村落文旅融合发展的扶持政策及资金支持力度(XC1~XC2);管理投入包括经营管理机制水平及参与村落文旅工作的管理人才资本(XD1~XD2);市场营销包括举办节庆活动次数及发布媒体种类(XE1~XE2)。通过分析各前因变量之间的交互关系及其对发展水平的共同影响,进一步剖析传统村落文旅融合发展的多元组态路径。

图2

图2   传统村落文旅融合发展的影响因素模型

注:A、B、C、D、E分别表示资源基础、设施水平、政府支持、管理投入及市场营销对传统村落文旅融合发展的影响;F代表5个维度共同作用下对传统村落文旅融合发展的影响。其中,结果变量数据为测算出的传统村落文旅融合发展水平。

Fig. 2   Influencing factor model of the integration of culture and tourism of traditional villages


2.4 案例地概况

截至2022年,北京市共有45个国家级和市级传统村落,这些村落孕育了丰富多样的文化遗产,彰显了深厚的传统文化积淀,并拥有前景广阔且潜力巨大的文旅消费市场。通过携程网、马蜂窝、大众点评等旅游资讯类网站,本文搜集了解了北京市传统村落的旅游发展情况,在充分考虑入选传统村落名录级别、地理分布广泛性、主体文化类型、产业发展、文旅融合情况差异基础上(表2),从中遴选出16个已开发旅游的典型传统村落作为研究对象(图3)。

表2   案例村落基本信息

Tab. 2  The basic information of case villages

行政地理名称名录级别主体文化主要产业
门头沟区爨底下村国家级传统民居文化/古道商贸文化文旅产业
黄岭西村国家级红色文化/传统民居文化农林种植业/文旅产业
灵水村国家级举人文化/传统民居文化文旅产业/林果种植业
马栏村国家级红色文化/传统民居文化文旅产业/农林种植业
沿河城村国家级长城文化农林种植业/文旅产业
昌平区康陵村北京市级美食文化/守陵文化文旅产业
德陵村北京市级守陵文化林果种植业/文旅产业
万娘坟村北京市级守陵文化农林种植业/文旅产业
长峪城村国家级长城文化/美食文化文旅产业
延庆区岔道村国家级长城文化文旅产业
柳沟村北京市级美食文化/传统民俗文化文旅产业
房山区南窖村国家级传统民居文化农林种植业/文旅产业
水峪村国家级传统民俗文化林果种植业/文旅产业
顺义区焦庄户村国家级红色文化文旅产业/林果种植业/农副零售业
平谷区西牛峪村北京市级农耕文化林果种植业/文旅产业
密云区古北口村国家级长城文化/传统民居文化文旅产业

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图3

图3   研究对象地理位置

Fig. 3   Geographical distribution of the case traditional villages in Beijing


2.5 分析方法

2.5.1 指标权重确定

本文评价指标赋权采取主观赋权法中的层次分析法。在构建层次模型后,通过专家判断矩阵获取权重[49],具体步骤为:① 构建准则层和要素层指标间的两两比较判断矩阵;② 分别邀请来自文旅融合发展(7位)、传统村落(10位)、乡村旅游(9位)领域的26位专家对各判断矩阵进行比较评分;③ 使用Yaahp 12.3软件进行一致性检验,经检验各判别矩阵CR<0.1后,通过专家群决策计算出各指标的最终权重结果Wj

2.5.2 文旅融合发展水平评价

TOPSIS模型适用于多层次的评价[50]。采用改进的加权TOPSIS法来反映传统村落文旅融合发展水平的综合评价值。计算步骤如下:

(1)采用归一化方法对村落指标数据(xij)m×n进行处理,得到无量纲化矩阵:

Yij=(yij)m×n,yij=xiji=1mxij

在此基础上计算加权规范化决策矩阵,即将标准化矩阵Yij与前文所求的权重向量Wj相乘:

P=(pij)m×n

(2)确定矩阵的正理想解pj+和负理想解pj-

pj+=maxp1j,p2j,,pmjpj-=minp1j,p2j,,pmj

(3)计算各评价对象指标向量与正理想解的距离di+和负理想解的距离di-

di+=j=1npij-pj+2,di-=j=1npij-pj-2,(0di+,di-1)

(4)计算各个被评价对象与最优值的贴近度Ci

Ci=di-di++di-,(0Ci1)

2.5.3 文旅融合发展的影响因素及路径分析

为探究传统村落文旅融合发展的影响因素及其组合路径,本文采用定性比较分析法。定性比较分析(Qualitative Comparative Analysis, QCA)由美国社会学家Ragin首次提出,是针对于中小样本案例研究的分析方法[51]。该方法利用集合论与布尔代数的思路,结合了定性和定量的优点,通过对少量案例进行研究对照,分析多种前因条件组合下的因果逻辑关系[52-53]

模糊集定性比较分析(fs/QCA)是定性比较分析的一种类型,采用“模糊集得分”的方式赋予因果变量0~1之间的取值。本文选择该方法是基于如下考虑:① 传统村落文旅融合发展的影响因素较为复杂,并非单一因素作用,fs/QCA能够从整体性和系统性角度进行多因素的组态路径探讨。② 本文所选案例的变量赋值,诸如资源基础、政府支持等,不需要进行0或1二元赋值的完全界定,采取fs/QCA对赋值定级细分,可以使解释途径更具合理性[52]。③ 本文属于小样本因果关系探索性研究,fs/QCA适用于本文研究需要。因此,选取fs/QCA方法来研究传统村落文旅融合发展的影响因素及组态路径,具有较强可行性和合理性。

2.6 数据来源与处理

研究指标数据获取来源为(表3):① 综合评估数据。研究人员首先于2020年10—11月期间实地探访了各研究对象村委,获得相关统计报表与文件,同时结合查阅各村所在区政府统计资料、勘探实地和访谈村民等方式,保证所获指标数据的准确性。② 乡村参与式评估(PRA)数据。正式调查采取实地调研和网络调查两种方式,获取每村30个及以上的村民及游客样本。现场问卷发放时间如上所述,回收调研有效问卷214份。网络问卷调查时间分别为2020年11月和2022年3—5月,回收调研有效问卷277份。其中,村民线上问卷发放渠道为通过电话访谈、微信联络等方式进行定向发送;游客线上问卷发放方式则采取滚雪球方法,将问卷定向投放给1~2年内具有案例村落旅游经历的游客。最终共回收243份村民有效问卷,248份游客有效问卷。③ 专家评估数据。邀请具有案例村落旅游体验的10位乡村旅游等相关领域专家,向其充分展示各村资料,请专家按照相应指标进行评估。具体指标数据的赋分标准见表3

表3   指标数据获取及赋分方法

Tab. 3  Data acquisition and assignment method of each index

研究内容数据获取方法具体指标与赋值
传统村落文旅融合发展水平评价体系综合评估走访/村委会C1:10=1000万元以上;8=501万~1000万元;6=101万~500万元;4=50万~100万元;2=50万元以下
C2:10=25000元以上;8=20001~25000元;6=15001~20000元;4=10000~15000元;2=10000元以下
C3:10=50%以上;8=41%~50%;6=26%~40%;4=10%~25%;2=10%以下
C4:10=75%以上;8=51%~75%;6=26%~50%;4=5%~25%;2=5%以下
C5:10=国家级;8=省级;6=地市级;4=县级;2=无
C9:10=50人以上;8=11~50人;6=5~10人;4=2~4人;2=2人以下
PRA村民/游客PRAC8:10=很高;8=较高;6=一般;4=较低;2=很低
C10:10=很高;8=较高;6=一般;4=较低;2=很低
专家评估专家打分C6:按照10~1分(最高至最低)赋值
C7:按照10~1分(最高至最低)赋值
传统村落文旅融合发展影响因素模型综合评估走访/村委会XA1:10=20种以上;8=16~20种;6=11~15种;4=6~10种;2=6种以下
XA2:10=国家级;8=省级;6=地市级;4=县级;2=无
XC1:10=很好;8=较好;6=一般;4=较差;2=很差
XC2:10=很好;8=较好;6=一般;4=较差;2=很差
XE1:每种活动计1分,满分10分,无活动计0.5分
XE2:每种宣传媒体种类计1分,满分10分,无宣传媒体计0.5分
PRA村民/游客PRAXB1:10=很高;8=较高;6=一般;4=较低;2=很低
XB2:10=很高;8=较高;6=一般;4=较低;2=很低
专家评估专家打分XA3:按照10~1分(最高至最低)赋值
XD1:按照10~1分(最高至最低)赋值
XD2:按照10~1分(最高至最低)赋值

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3 结果与分析

3.1 案例村落文旅融合发展水平评价

根据上述方法进行评价,测算得出案例村落文旅融合发展水平的贴近度,并对贴近度进行5档划分(0 ≤ Ci ≤ 0.2,0.2<Ci ≤ 0.4,0.4<Ci ≤ 0.6,0.6<Ci ≤ 0.8,0.8<Ci ≤ 1),分别对应很低、较低、一般、较高、很高5个等级。各案例村落文旅融合发展水平及相应准则层的评价结果如图4图5所示。

图4

图4   案例村落文旅融合发展水平评价结果

Fig. 4   Evaluation results of the level of the integration of culture and tourism of case villages


图5

图5   案例村落文旅融合发展水平分值分级图

注:1、2、3、4、5分别代表很低、较低、一般、较高和很高等级。

Fig. 5   The classification results of the scores of the level of the integration of culture and tourism of case villages


3.1.1 综合水平评价

从综合水平评价结果来看,案例村落的文旅融合发展水平贴近度介于0.0616~0.8322之间,整体发展水平存在显著差异,呈现梯级分化、非均衡性的状态(图4)。具体而言,爨底下村(0.8322)的文旅融合发展水平最高,该村旅游发展时间相对较早,重视文旅综合效益的协调提升,归为很高等级。马栏村(0.6847)、古北口村(0.6833)、柳沟村(0.6789)、岔道村(0.6698)和康陵村(0.6355)归为较高等级。长峪城村(0.5946)和灵水村(0.5937)两个村落归为一般等级。南窖村(0.3626)、焦庄户村(0.3526)、水峪村(0.3101)、黄岭西村(0.3041)和德陵村(0.2554)归为较低等级,其文旅融合发展所带来的综合效益存在明显短板。西牛峪村(0.1961)、沿河城村(0.1070)和万娘坟村(0.0616)在4个维度上的文旅效益水平均欠佳,亟需进行提升,归为很低等级。

3.1.2 各维度水平评价

(1)经济发展效益维度。村落通过将实体资源、文化记忆、人本空间与文化可参观性生产方式相结合,实现了文旅产品的进一步商业化与产业链延伸,强力扭转了农业经济作为村落单一收入来源的局限性与脆弱性。如古北口村依托庙宇建筑、革命遗址以及数千年的长城建造历史,建立了特色鲜明的文旅产品体系,形成了完整的文旅产业链条,2020年文旅产值收入达3000万元,经济效益水平等级很高。同时,各村经济发展效益之间的差异可进一步归结于文旅产业与村落结合程度的强弱。如西牛峪村虽然已形成了小规模的中高端精品民宿产业,但该村以农业生产为主导的产业结构和建设用地指标不足,限制了其成为一定规模的产业的可能性,因此文旅融合所表现出的经济发展效益相对滞后,处于很低等级;而马栏村将文旅产业作为村落重点发展方向,开发了与该村红色文化相关的记忆书屋、精品民宿、主题教育线路等系列业态,与文旅产业已然成为紧密相连的共同体,经济发展效益水平处于较高等级(图5)。

(2)社会进步效益维度。以经营性商业活动为主导的文旅产业促进了兼业村民数量的增长,并进一步对村落职业结构与性质产生影响。以爨底下村为例,1995年发展旅游以来,许多村民摒弃固有生产观念,将自家院落开发为经营食宿接待的农家乐,从单一的农业生产方式转变为复合型生产方式,达到了较高的当地居民文旅就业率。柳沟村虽然2020年文旅就业人口达300余人,但由于该村常住人口基数较大,导致当地居民文旅就业比例相对偏小,社会进步效益得分相较一般。此外,经济收入的增长能够提升兼业村民对村落文旅资源的重视程度,对社区凝聚力有一定促进作用。通过打造以举人文化为主题的文旅产品,灵水村实现了每年约300万元的文旅产值,几乎九成受访村民对本村文化表示较高的认同感,并表现出热情好客的文明乡风,维系了较为和谐的社会网络;而万娘坟村囿于经济发展效益水平不高,村民对于文旅融合发展、地方文化认同、乡风文明建设等方面的重视程度较低,引致表征出的社会进步效益水平处于很低等级(图5)。

(3)生态保育效益维度。游客需求是村落生态景观营造的重要驱动力。为满足城市居民渴望慢生活的文旅消费需求,焦庄户村依托区政府“舞彩浅山”的开发战略,充分发挥自身生态资源价值,打造红色文化与康体养生相结合的主题游览步道,创造了很高的生态保育效益;然而,许多村落由于普遍重视历史建筑和民俗文化的保护传承,而忽视了生态资源的产业化实现,致使生态景观营造指标得分较低,如岔道村、南窖村等。同时,综合环境治理水平的差异映射了村落生态人居建设水平的高低。以康陵村为例,该村开发文旅产业以来,致力于改善旅游接待环境,生活垃圾、污水等废弃物无害化处理率和清洁能源普及率均达到良好水平,生态保育效益处于很高等级;而沿河城村、水峪村和西牛峪村在综合环境治理方面表现欠佳,未形成与村落文旅融合发展同步提升的节奏,如水峪村村民家庭污水排放大多采取自排方式,街巷整洁度亟待提升。

(4)文化传承效益维度。传统村落旅游的转型发展使得文化传承被摆在了重要位置。作为能够被游客直接接触和感知的实体空间,村落传统建筑和传统格局成为承载文旅活动的主要场所,其保存程度是文化传承效益水平的直接体现。以文化传承效益得分处于很高等级的爨底下村为例,该村村委定期拨款对村落明清古建筑群进行修缮,完整留存的传统格局风貌赢得了大批游客青睐;然而部分村落在文旅经济利益驱动下,出现了村民私自翻建、随意改造传统民居等自主性破坏的局面,文化传承效益水平表现较差,如沿河城村、焦庄户村及西牛峪村等。此外,将非物质文化遗产与旅游手段相结合,能够促进民间文学、传统戏剧、传统技艺等非遗文化的展示、传播与扩散。如长峪城村将“长峪城社戏”实现旅游化的定期展演,有效提升了该村戏班“老—中—青”三代传承梯队的稳定性;而古北口村在文旅融合时忽视了对于非物质文化遗产的传承,暂时遗失了制作宫灯、鲁班枕等传统技艺,致使文化传承效益水平表现欠佳。

3.2 文旅融合发展影响因素及作用路径

3.2.1 单变量必要性分析

fs/QCA研究要求对结果变量和前因变量进行校准,转化为0~1之间的隶属值。参照已有研究[54],在汇总前文5个条件变量的二级指标数据并对其进行均值处理之后,本文分别选取变量数据的95%、50%和5%分位作为完全隶属点、交叉隶属点和完全不隶属点。后续步骤均基于校准后的数据进行。

在进一步进行条件变量组合路径分析前,需要采用一致性和覆盖率数值进行单变量的必要性检验[55]。通常认为,当单个变量一致性水平> 0.9且具有一定覆盖率时,说明该变量可以作为结果变量的必要条件[56]。通过计算单个变量的一致性和覆盖率可以看出,单变量均不能单独构成传统村落文旅融合发展的必要条件(表4),即单个条件变量不能充分解释传统村落文旅融合发展,因此需要对条件变量进行组合路径分析。

表4   单项因素的一致性和覆盖率

Tab. 4  The consistency and coverage of individual factors

变量一致性覆盖率
资源基础0.7901190.783559
~资源基础0.4007780.456364
设施水平0.7714890.887066
~设施水平0.3983020.391698
政府支持0.8481310.810387
~政府支持0.3628110.431920
管理投入0.8939980.866019
~管理投入0.3204810.375155
市场营销0.7586370.858554
~市场营销0.4455840.444275

注:“~”表示“非”;一致性是衡量每个(或整个)解是结果集合的子集的程度;覆盖度表示每个(或整个)解在多大程度上覆盖(或解释)结果。

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3.2.2 多元组态路径分析

在单变量必要性分析的基础上,为减少可能出现的矛盾组态,本文将最小案例阈值设置为1,一致性阈值设置为0.80[53],对个案数据分析输出简化解、中间解和复杂解3种类型。在实际分析中,通常将简化解和中间解共有的条件组合称为核心条件。据此,得到这些前因变量及其组合对于传统村落文旅融合发展的影响路径,共归纳出3条路径组合(表5)。由表5可以看出,3条路径组合的总体解一致性为0.878598,表示5个前因条件变量对传统村落文旅融合发展具有较好的解释力度。同时,总体解的覆盖率为0.777385,说明3条组态路径能够解释77.74%的案例。对传统村落文旅融合发展的多元组态路径结果进行进一步分析。

表5   基于fs/QCA分析的传统村落文旅融合发展影响路径

Tab. 5  The influencing mechanism for the integration of culture and tourism of traditional villages based on fs/QCA analysis

序号路径原始覆盖率唯一覆盖率一致性
1设施水平*政府支持*管理投入0.6842350.1085960.903472
2资源基础*设施水平*管理投入*市场营销0.6381320.0624920.985613
3资源基础*~设施水平*政府支持*~管理投入*市场营销0.2450180.0306570.866556
总体解的覆盖率:0.777385
总体解的一致性:0.878598

注:“~”表示“非”;“*”表示“和”。

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(1)成熟发展路径。路径1的一致性为0.903472,能够解释68.42%的案例,古北口村、爨底下村、柳沟村、马栏村和岔道村是该组态路径的典型代表。该组态的核心要素为“设施水平”“政府支持”以及“管理投入”,缺失了“资源基础”这一核心变量与“市场营销”这一辅助变量。该组态在3个组态路径中覆盖的案例最多,常见于文旅融合发展水平较高的传统村落。由于旅游发展时间相对较早,这类案例村落大多已形成了较为成熟的文旅资源利用模式,如爨底下村将“爨”文化与“农家乐+精品民宿+民俗体验”相结合,发挥了以点带村的产业规模集聚效应。同时,这类传统村落在长期发展历程中也积累了较高的旅游知名度,为文旅深度融合发展提供了优先条件。然而这也在一定程度上意味着这类案例的资源基础竞争力和市场营销影响力在自身维度上无法实现大幅提升,因此二者未能构成驱动该路径的核心条件。在当今社会框架下,村民日常生计诉求与游客文化消费需求日益增长,对传统村落“硬”设施水平和“软”管理效能的优化转型提出了更高要求。在此转型中,地方政府提供的优先政策补给与惯性资金支持对此条文旅融合发展路径起到至关重要的作用。

(2)快速发展路径。路径2的一致性为0.985613,解释了63.81%的案例,典型案例有康陵村和长峪城村。该组态的核心条件为“资源基础”“设施水平”以及“管理投入”,辅助条件为“市场营销”,缺失了核心条件变量“政府支持”。该组态的案例村落实际上是大部分处于文旅快速融合发展时期传统村落的写照。与其他文旅融合发展较为成熟的传统村落相比,这类村落是在文旅融合相关的政策扶持与资金支持相对缺失情况下的自我探索。由于发展速度过快,这类村落的文旅产品体系相对较为单一,因此其文旅融合发展仍需以深层次的资源要素整合为关键驱动力。同时,这类村落会大力建设相对完善的文旅配套设施,以适应快速扩张的旅游接待规模。此外,由于缺乏地方政府的大力介入,这类村落多形成了由当地村民自营为主导的经营管理局面,村民参与文旅融合发展的话语权较强。但总体而言,长期以经济效益为主导的开发模式会使传统村落忽视部分优秀文化基因的传承,同时地方政府介入和支持力度不够也可能会引发村落出现经营收入严重分层、社会不公平、部分村民生活面临边缘化等问题。

(3)渐进发展路径。路径3的一致性为0.866556,能够解释24.50%的案例,涵盖了灵水村和水峪村2个典型案例。该组态的核心条件为“资源基础”和“政府支持”,边缘条件为“市场营销”,“设施水平”和“管理投入”二者在此路径中对文旅融合发展的驱动作用表现并不明显。这类传统村落一般为点状的小规模旅游开发空间与传统生活空间相结合的形态,常见于文旅融合发展水平欠佳的传统村落。在配套设施完善度和管理投入有效力并不占优势时,资源禀赋要素和政府强力支持成为推动该条文旅融合发展路径的关键。一方面,此条发展路径的传统村落通过低强度的渐进式旅游开发,有效激活了本村旅游经济活力,如水峪村依托传统风水格局、古贸易商道和庙宇建筑等传统文化景观,保证了每年约5万人次的游客到访量。但由于缺乏文化深度挖掘,这类村落的开发模式仍以传统观光游为主,文旅产品附加价值和文旅产业规模集聚效应较差。另一方面,在地方政府主导下,该类传统村落物质文化空间得到了较大程度的修复,对文旅深度融合发展有一定的促进作用,如2018年门头沟区政府为灵水村开发保护修缮项目提供了1.4亿元的专项建设资金,并进行了详尽的文化遗产和旅游发展规划。

此外,一致性阈值的设定将南窖村、黄岭西村、德陵村、沿河城村、万娘坟村和西牛峪村排除在外,与传统村落非文旅融合发展组态分析的覆盖结果相吻合。这些案例传统村落大多处于文旅融合起步阶段,其发展受到多方面障碍因素的共同作用,亟需进行各维度相应的优化提升。同时,为加强QCA研究结果稳定性,本文参考朱亚丽等[57]的研究,采用“调整一致性门槛值”进行稳健性检验,即将前文中一致性阈值设定中普遍被接受的0.80这一标准更改为0.85。对比发现,调整结果后得到的3条组态结果仍然保持不变,说明本文得到的3条传统村落文旅融合发展的影响路径结果稳定。

4 结论与讨论

4.1 结论

本文以北京市16个典型传统村落为研究对象,在探讨传统村落文旅融合发展理论框架的基础上,构建传统村落文旅融合发展水平指标体系,评价与分析传统村落文旅融合发展水平,解析传统村落文旅融合发展的主要影响因素及其组合路径。主要结论如下:

(1)由于传统村落表征出强烈的文化遗产属性,本文将其地域系统理解为由经济子系统、社会子系统、生态子系统和文化子系统共同组成的复杂适应系统。传统村落文旅融合发展是一个沿着“文旅资源深度融合—文旅产品体系培育—文旅产业功能提升”逻辑,持续向传统村落地域系统释放经济发展、社会进步、生态保育和文化传承等多方面综合效益,进而推动传统村落全面振兴的动态过程。

(2)案例传统村落文旅融合发展水平贴近度介于0.0616~0.8322之间,不同效益维度呈现梯级分化的典型特征,各村自身在4个效益维度上的水平具有非均衡性。

(3)单因素必要性分析中,资源基础、设施水平、政策支持、管理投入与市场营销等5个单变量因素均无法单独成为传统村落文旅融合发展的充要条件。因此,传统村落文旅融合发展影响因素必须以路径组合的形式发挥作用。

(4)传统村落文旅融合发展共存在3种条件组态,分别为成熟发展路径、快速发展路径以及渐进发展路径,反映出传统村落文旅融合发展的动态变化。研究表明,传统村落文旅融合发展不存在唯一的影响要素组合,而是存在不同的条件路径来驱动发展,因此各传统村落需要根据自身文旅融合发展水平特征选择最为适宜的影响因素组合方案。

4.2 讨论

传统村落是中国乡村历史文化的“活化石”[58],其有效保护[3]与永续活化[2]是推进城乡融合发展与乡村全面振兴的关键环节。作为该环节的重要实现方式,乡村文旅融合发展应回归理性,不应因循守旧或亦步亦趋,需以经济发展、社会进步、生态保育和文化传承等多方面效益的综合提升为导向,选择适宜的文旅融合发展模式及路径,并在动态变化中寻求综合效益的外在显化与内在平衡。通过深度挖掘乡村文化记忆、系统升级村落设施功能、积极制定扶持政策、创新乡村文旅管理机制、培育乡村市场营销模式等措施,加强传统村落文化价值的生动延续与旅游要素的交互建构,促进传统村落从传统观光旅游到文旅深度融合的更新蝶变,实现人才、资本、技术等要素在城乡间的双向流动,进而加快中国城乡融合发展与乡村全面振兴的进程。

本文首先基于地理学、管理学、社会学等学科对传统村落文旅融合发展进行了理论思考,构建了传统村落文旅融合发展水平评价体系和影响因素模型。通过实证分析,初步证明了评价体系与影响因素模型的可行性与适用性,与已有研究成果[43,45,59 -60]具有一定可比性,丰富了现有传统村落指标体系评价研究成果,解析了传统村落文旅融合发展的多元影响因素及其组态路径。其次,本文以传统村落为研究对象,跳出了以往对文旅产业融合评价研究的中宏观尺度局限,丰富了微观尺度的文旅产业融合研究。第三,本文将以往针对于传统村落文旅融合发展的定性研究[19-22]拓展至定量与定性相结合研究,科学直观地理解其发展状态与影响路径,为乡村地区文旅融合发展研究补充了新的视角与方法,能够在一定程度上为后续相关研究提供方向指引与理论启示。

此外,本文也存在一些局限:① 由于本文尚属传统村落文旅融合发展水平评价和影响因素模型构建的探究性研究,因此,在传统村落文旅融合发展理论内涵、评价指标体系构建、指标赋分标准修正、影响因素撷取等方面均有待进一步的普适性检验,这也是后续研究中需要不断深化和完善的方向。② 本文选择的研究案例为北京市典型传统村落,在样本代表性上具有一定局限性,未来有必要补充不同的省市地区、旅游发展类型及文化内涵特征的案例样本,提高研究的科学性。③ 囿于传统村落的历史数据难以获取,本文未涉及传统村落文旅融合发展水平及影响路径的动态演化过程和时空分异分析,因此同样需要在未来研究中继续跟进与补充。④ 传统村落只是乡村地区中典型聚落形式之一,随着新型城镇化、城乡融合发展、共同富裕目标、乡村振兴战略、双碳战略等重大战略的不断推进,如何从微观视角测度乡村文旅融合发展水平与乡村振兴水平、促进乡村文旅深度融合发展与绿色消费、揭示产业融合与乡村振兴的互动机制、探究城乡共同富裕模式及路径等重要议题将成为未来研究的重要方向。

关联数据信息:本文关联实体数据集已在《全球变化数据仓储电子杂志(中英文)》出版,获取地址: https://doi.org/10.3974/geodb.2023.03.10.V1.

致谢

真诚感谢匿名评审专家为本文指标体系构建、研究方法选择、结果与分析等方面提出的宝贵修改建议,使本文获益匪浅;感谢26位参与层次分析法的专家在百忙之中完成数次冗长问卷,并对指标遴选提出的良多意见,感谢各案例村落的村委会、受访村民及游客等在研究前期数据收集方面所给予的大力支持,谨此一并致谢!

参考文献

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Cultural landscape protection compensation is a new topic in modern human geography. In this paper, we firstly proposed the theoretical framework of cultural landscape protection compensation of traditional villages, and then set up the cultural landscape protection compensation model on the basis of proposed theoretical framework. Finally, we discriminated the driving factors and offered a proof to the model, which takes Xiangxi nationality autonomous prefecture in Hunan province as a case study. The results can be concluded as follows: (1) From the aspects of the traditional architectural style, the location and pattern of villages, dynamical inheritance of the intangible cultural heritage of villages, and the level of their social and economic development of villages, traditional villages in Xiangxi conforming to the implementation conditions of cultural landscape protection compensation. (2) From the aspects of landscape characteristics and values, external market recognition, self-loss, government management, etc., cultural landscape protection compensation of traditional villages in Xiangxi conforms to the proposed cultural landscape protection compensation model. (3) From the aspects of its driving factors, cultural landscape protection compensation features of the 82 traditional villages in Xiangxi are in accordance with the comprehensive driving mode of landscape characteristics, government management, external market and self-loss. (4) In the traditional villages of Xiangxi, the cultural landscape protection compensation can be divided into three types, namely, social and economic compensation, historical and cultural compensation, and natural environment compensation. The factors of each type, such as social economy, historical culture, natural environment, all influence the structure of the compensation model.

[刘春腊, 徐美, 刘沛林, .

传统村落文化景观保护性补偿模型及湘西实证

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本文提出了传统村落文化景观保护性补偿的理论框架,基于理论框架构建了传统村落文化景观保护性补偿模型。以湖南省湘西州为例,甄别驱动因素、佐证补偿模型。结果表明:① 从传统建筑风貌、村落选址和格局、村落非物质文化遗产活态传承及其村落社会经济发展水平看,湘西传统村落符合实施文化景观保护性补偿的条件;② 从景观特性及价值、外部市场认可度、自我损失、政府管理等层面而言,湘西传统村落文化景观保护性补偿符合所提出的补偿模型;③ 从驱动因素看,湘西82个中国传统村落文化景观保护性补偿特征符合模型中的景观特性、政府管理、外部市场和自我损失综合驱动型;④ 湘西传统村落文化景观保护性补偿可划分为社会经济补偿型、历史文化补偿型和自然环境补偿型,各类型的社会经济、历史文化、自然环境等因素均影响补偿模型结构。

Li Bohua, Zeng Rongqian, Liu Peilin, et al.

Human settlement evolution of traditional village based on theory of complex adaptive system: A case study of Zhangguying Village

Geographical Research, 2018, 37(10): 1982-1996.

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Severe crisis such as architectural landscape destruction, cultural gene loss, settlement space conflict and ecological environment deterioration have aroused widespread concern on transformation of traditional villages' human settlement. Based on complex adaptive system theory, this paper analyzes the systematic characteristics of human settlement from the perspectives of the systematic basic features, structural composition and adaptive mechanism. Composed of natural ecology, social culture, regional space and multi-agent systems, the rural human settlement environment system is a huge open complex system. Compromising multiple objectives, multiple subjects and multiple sub-systems, the system is compatible with complex adaptive system features. With the case of Zhangguying village human settlement evolution studied, the conclusions are shown as follows: (1) At the wavering stage (1978-1988), the villagers' self-organizing development was the leading force of the human settlement evolution. The subject adaptive behavior and the effect of human settlement were both limited. The human settlement evolution of Zhangguying village was still on the accumulative stage of quantitative change. (2) At the transitional stage (1989-2001), strong government intervention was the leading force. This intervention resulted in the complexity of interest relation, high speed transformation of flow elements and uncertainty of systematic evolution. The human settlement evolution of Zhangguying village was on the key stage of qualitative change. (3) At the revulsion stage (2002-till now), interaction of multiple subjects has been the leading force. The intensity and complexity between subjects or between subjects and environment have both increased. Continuous tourism input has led to the dramatic change of the human settlement environment. The transformation of human settlement has been realized. The structure and level of the system have undergone a qualitative leap. In order to promote the orderly development of the traditional villages' human settlement, the paper constructs systematic regulation mechanism from the perspectives of promoting self-adaptive capacity, emphasizing self-organizing reaction, optimizing dominant regulation and introducing social governance. Using complex adaptive system theory to study science of human settlements is still at a groping stage, and it needs to be further improved, which provides innovation space for future research.

[李伯华, 曾荣倩, 刘沛林, .

基于CAS理论的传统村落人居环境演化研究: 以张谷英村为例

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以复杂适应系统理论为基础,从基本特征、结构构成和适应机制等视角分析了传统村落人居环境的系统特征。传统村落人居环境系统由自然生态环境系统、社会文化环境系统、地域空间环境系统和多元主体系统等4个子系统构成,与复杂适应系统特征非常契合。以张谷英村为例,研究了其人居环境演化过程,结果显示:① 在徘徊阶段(1978-1988年),村民自组织发展是张谷英村人居环境演变的主导力量,主体适应性行为和人居效应的作用强度均有限,人居环境系统演变处于量变的积累阶段;② 在过渡阶段(1989-2001年),政府的强势介入是张谷英村人居环境演变的主导力量,导致了利益关联的复杂性、流要素转化的高速性以及系统演化的不确定性,人居环境系统演变处于质变的关键阶段;③ 在剧变阶段(2002年至今),多元主体的交互作用是张谷英村人居环境演变的主导力量,各主体之间、主体与环境之间的作用强度和复杂程度增强,加速了人居环境功能转型和系统结构质的跃升。为了促进张谷英村人居环境系统的有序升华,从提升自适应能力、重视自组织反应、优化主导调控和引入社会治理等视角构建了系统调控机制。

Wang Shujia, Sun Jiuxia.

Evaluation and influencing factors of regional protection level of traditional villages in Southwest China

Acta Geographica Sinica, 2022, 77(2): 474-491.

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This study constructs a conceptual research framework for the protection of traditional villages, and focuses on the macro perspective of regional protection level and its influencing factors with geographic analysis techniques. The conclusions can be drawn as follows: (1) The conceptual research framework includes models of evaluation system and influencing factors. The evaluation system model includes three levels from macro to micro, namely, the spatial and temporal distribution, the overall protection level, and the single attribute. The evaluation of overall protection level is divided into the macroscopic regional protection and the microscopic community protection. Retention rates and distribution densities are the two important dimensions to evaluate the level of regional protection. The influencing factors model includes two types of basic analysis based on time, space, and the classification. (2) The regional protection levels of traditional villages in Southwest China show significant spatial differences, and five hotspots are formed in the boundary area of administrative divisions. (3) The geographical factors that affect the regional protection level of traditional villages in Southwest China are terrain, river system, central city, and arterial roads. Among the economic and social factors, the scale of intangible cultural heritage is the most important one. There are significant spatial differences in the correlation coefficients of population density, economic development, traffic construction, traffic flow, and the scale of intangible cultural heritage. Urbanization rate and industrial structure have no significant influence on the regional protection level. This research enriches the theoretical system for the protection of traditional villages from individual cases to an integrated study, from micro to macro, from scattered to systematic, from single to multiple methods, which has important theoretical and practical value.

[王淑佳, 孙九霞.

西南地区传统村落区域保护水平评价及影响因素

地理学报, 2022, 77(2): 474-491.]

DOI:10.11821/dlxb202202014      [本文引用: 2]

本文在理论层面构建传统村落保护研究模型,并以西南地区为例,分析宏观视角下传统村落区域保护水平及影响因素。结论显示:① 传统村落保护研究模型涵盖评价体系和影响因素两个子模型。评价体系模型包含从宏观到微观的传统村落时空分布、整体保护水平和单一属性3个层次,其中整体保护水平分为宏观区域和微观社区两个亚层,保存率和分布密度是评价区域保护水平的简易方法;影响因素模型包含基于时间、空间和类型划分的两类基本分析模型。② 西南地区传统村落区域保护水平呈现显著空间分异,在行政区划边界地区形成5个热点集聚区,丽江市传统村落保存率最高,黔东南州分布密度最高。③ 影响西南地区传统村落宏观保护水平的地理区位因素为海拔、水系、中心城市和交通干道。经济社会因素中,非遗规模是最重要的影响因素,人口密度、经济发展、交通建设、交通流动和非遗规模的相关系数存在显著空间分异,城镇化率、产业结构对于区域保护水平无显著影响。本文是对传统村落保护理论体系由个案向整体、由微观向宏观、由零散向系统、由单一向多元方法的推进,具有重要理论和实践价值。

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Huang Zhenfang, Zhang Yuangang, Jia Wentong, et al.

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This paper summarizes the research process of rural tourism in China through systematic literature review, which contains three stages: primary application research (1992-2005), diversified expansion research (2006-2015), and integration deepening research (2016-), as well as analyzes the background and research value orientation of each stage. Based on the analysis of knowledge map by CiteSpace, it reveals the changing process and characteristics of research topics. Combining the rural revitalization strategy and tourism development needs in the New Era, the research expounds the basic characteristics of rural tourism, constructs the research framework of rural tourism in the New Era, puts forward the main scientific issues, and proposes the research trends and academic innovations of rural tourism research. Moreover, the research emphasizes that rurality and recreation constitute the fundamental characteristics of rural tourism. Future research should focus on the national strategy and high-quality development requirements of the New Era, as well as keeping up with the international academic frontiers. Meanwhile, based on the local practice of rural tourism research in China, relevant research should concentrate on the "five-sphere integrated plan" basic framework for rural tourism, taking industry, ecology, culture, governance, and livelihood as the core elements. Under this research framework, it is essential to focus on the rural area system with its complexity and key tourism scientific issues, to strengthen research platforms and professional talents, to integrate multidisciplinary theories and technology methods, as well as to reinforce the ideas of data-driven and science-technology energization. It is also necessary to reveal the process, patten, mechanism, and rule of rural revitalization pushed by rural tourism in a deep-going way, to explore the development model and path of rural tourism revitalization with distinct Chinese characteristics, to continuously promote the deepening of theoretical research, practical application innovation and the development of rural tourism discipline, besides, to improve the academic research, innovation ability, service value, and internalization level of rural tourism.

[黄震方, 张圆刚, 贾文通, .

中国乡村旅游研究历程与新时代发展趋向

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DOI:10.31497/zrzyxb.20211012      [本文引用: 1]

通过系统的文献梳理,回顾总结了中国乡村旅游的研究历程,将其划分为初级化应用研究(1992&#x02014;2005年)、多元化拓展研究(2006&#x02014;2015年)和融合性深化研究(2016年至今)三个阶段,分析了各阶段的时代背景和研究价值取向,借助CiteSpace知识图谱分析,揭示了研究主题的变化过程与研究特征。结合新时代乡村振兴战略和旅游发展需求,阐述乡村旅游的基本特性,构建了新时代乡村旅游的研究框架,提出了主要科学问题,并对乡村旅游的研究趋向及其学术创新进行了展望。强调乡村性和游憩性构成了乡村旅游的基本特性。应围绕新时代的国家战略及高质量发展要求,紧跟国际学术前沿,立足于中国乡村旅游研究的本土实践,将产业、生态、文化、治理、生活作为核心要素,构建&#x0201c;五位一体&#x0201d;的乡村旅游研究基本框架;聚焦乡村地域系统及其复杂性、关键性旅游科学问题,加强研究平台与专业人才建设,综合集成多学科理论和技术方法,强化数据驱动与科技赋能,深入揭示乡村旅游推动乡村振兴的过程、格局、机制和规律,探索中国特色的乡村旅游振兴发展模式与路径;不断推动理论研究深化、实践应用创新和乡村旅游学发展,提高乡村旅游学术水平、创新能力、服务价值和国际化水平。

Ma Xuefeng, Liu Yulin, Tan Jiaxin.

The practice and development path of rural revitalization driven by tourism: Taking Wulingyuan District of Zhangjiajie City as an example

Scientia Geographica Sinica, 2020, 40(12): 2019-2026.

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Rural revitalization is a new strategy to adapt to the new era. Rural tourism is a new type of industry combining traditional agriculture and tourism, based on the features of rural resources. In order to provide a new perspective for understanding the role of tourism in rural revitalization, the study generalizes what Wulingyuan District has done to get rid of poverty and adapt to the needs of the times, analyzes the practice mode of rural revitalization driven by tourism in Wulingyuan District from the three turns (industrial turn, management turn, and space turn). At last, the article summarizes the general mechanism and path of rural revitalization driven by tourism development. The results show that: 1) The development of tourism is the main channel and backbone of poverty alleviation in the poor regions with abundant resources to realize rural rejuvenation. The development and concentration of tourism in a region is based on local tourism resources. Meanwhile resource-rich areas rely on their own development advantages and have established corresponding popularity in the local area. 2) Wulingyuan has shifted from forestry development to tourism development, which provides a dynamic basis for achieving rural revitalization. The separation of management rights and administration authority in the scenic spots has promoted the development of rural economy. Meanwhile, the pattern of ‘scenic spot tourism, urban residential’ has accelerated the pace of rural revitalization in Wulingyuan District. 3) Wulingyuan District has formed a practical pattern of tourism industry, tourism city, integration of urban and rural, and rural revitalization. The Three Turns is not only a material change, but also an ideological improvement to optimize the regional industrial structure. With the continuous extension of the tourism industry chain, the flow of factors between urban and rural areas has been accelerated, and the gap between urban and rural areas has been continuously reduced. 4) Accelerating the innovation of tourism ecology, continuously increasing the income of farmers, and strengthening the construction of rural social infrastructure by taking the government as the leader can achieve the revitalization of rural in the resource-rich impoverished area. In accordance with the general requirements of industrial prosperity, ecological livability, rural civilization, effective governance, and affluent living, the government will take the lead in establishing a benefit distribution mechanism for cooperative construction.

[麻学锋, 刘玉林, 谭佳欣.

旅游驱动的乡村振兴实践及发展路径: 以张家界市武陵源区为例

地理科学, 2020, 40(12): 2019-2026.]

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归纳案例地为摆脱贫困适应时代需要的具体实践过程,从“三个转向”(产业转向、管理转向、空间转向)解析旅游驱动的乡村振兴实践,总结旅游业驱动乡村振兴的一般机制及路径,为理解旅游业在乡村振兴中发挥的作用提供新视角。研究发现:① 发展旅游业是旅游资源富足的贫困地区脱贫致富,实现乡村振兴的主渠道和中坚力量;② 武陵源区主导产业由林业转向旅游业这一过程,为实现乡村振兴实践提供动力基础;景区经营权与管理权的分离,促进乡村经济的发展;“景区游,城区住”的格局加速了武陵源区乡村振兴的步伐;③ 武陵源区在长期发展实践中形成了“旅游产业发展→旅游小镇发育壮大→乡村振兴→城乡融合”之实践模式;④ 加快推进旅游业态创新,不断增加农民收入,加强乡风建设,以政府为主导,加速基础设施建设是资源富足贫困地区实现乡村振兴的必由之路。

Sun Jiuxia, Xu Xinjian, Wang Ning, et al.

Ways and patterns of tourism's role in poverty alleviation and rural revitalization: Expert discussion on "Tourism for Poverty Alleviation and Rural Revitalization"

Journal of Natural Resources, 2021, 36(10): 2604-2614.

DOI:10.31497/zrzyxb.20211011      [本文引用: 1]

How to integrate poverty alleviation with Rural Revitalization Strategy with the help of tourism development is an important issue in the development of rural areas in the new era. In order to achieve this goal, we need to fully understand the unbalanced and inadequate development problems left over in the past tourism poverty alleviation, adhere to the rural orientation, establish the equal "mutual feeding" relationship between urban and rural areas, clarify the dialectical relationship between traditional village protection and rural revitalization, clarify the multiple logical relationship between rural nature, rural tourism and rural revitalization, and distinguish the regional differences and development stages. It is necessary to coordinate multiple subjects, respect villagers' rationality, enhance the citizenship of rural residents, and explore innovative development paths such as slow tourism, digital economy and rural tourism integration.

[孙九霞, 徐新建, 王宁, .

旅游对全面脱贫与乡村振兴作用的途径与模式: “旅游扶贫与乡村振兴”专家笔谈

自然资源学报, 2021, 36(10): 2604-2614.]

DOI:10.31497/zrzyxb.20211011      [本文引用: 1]

如何借助旅游发展将脱贫攻坚同乡村振兴战略有机结合起来,是新时代背景下乡村地区发展的重要议题。针对旅游扶贫与乡村振兴所面临的挑战与机遇,来自旅游学、人类学、社会学和地理学的10位专家依据&#x0201c;理论辨析&#x02014;作用途径&#x02014;作用模式&#x0201d;逻辑进行了跨学科研讨与对话。为实现这一目标,需要充分认识以往旅游扶贫中遗留的不均衡、不充分等发展问题,坚持乡村正位,确立城乡平等&#x0201c;互哺&#x0201d;的关系;厘清传统村落保护与乡村振兴的辩证关系,厘清乡村性、乡村旅游与乡村振兴之间的多重逻辑关系;区分明确区域差异和发展阶段差异,并因时因地制宜;需要协同多元主体,尊重村民理性,提升乡村居民公民性;探索慢旅游、数字经济与乡村旅游融合等创新发展路径。

Sun Jiuxia, Wang Shujia.

Construction on evaluation system of sustainable development for rural tourism destinations based on rural revitalization strategy

Geographical Research, 2022, 41(2): 289-306.

DOI:10.11821/dlyj020201226      [本文引用: 1]

Rural tourism has become a dazzling focus and breakthrough point in the rural revitalization strategy. Constructing a sustainable development evaluation system for mesoscale rural tourism destinations is of great significance and value. The evaluation system needs to take into consideration both the standards and the flexibility, the theory and the practice. This study uses the "attributive analysis and system integration" logical framework to construct a sustainable development evaluation system for rural tourism destinations based on the rural revitalization strategy and long-term tracking of rural tourism destinations in multiple regions. First, the essence of rural tourism destinations is broken down into three basic attributes: community, heritage, and tourism industry, which are corresponding to the subsystems of community development, heritage protection, and tourism development, respectively. The focus of this study is to construct the tourism development subsystem, while the community development and heritage protection subsystems have been built in a previous study. Based on the tourism geographic system model, the tourism development subsystem is involving four primary indicators, namely the destination system, the source market system, the tourism channel system, and the tourism support system. The analytic hierarchy process, the Delphi method, and the expert judgment matrix are used to make a scientific indicator system, including 31 secondary indicators that focus on rural scale with strong operability. Furthermore, through the integration of basic attributes and the use of the coupling coordination model, the comprehensive evaluation index and coordinated development degree are used to evaluate the sustainable development level of rural tourism destinations. Finally, through the evaluation of 10 rural tourism destinations in Guangzhou, Foshan, and Zhongshan in Guangdong Province, we confirmed that the evaluation system had good reliability, validity, and explanatory power. The sustainable development evaluation system of rural tourism destinations constructed by this research integrates rural revitalization strategy, tourism system theory, and heritage protection policy. It can not only effectively evaluate the sustainable development level of one rural tourism destination both from the whole system or different subsystems, but also assess the level of several villages of different types in different periods, which can enable time-space tracking and comparative research from the micro to the macro, and from static to dynamic perspective.

[孙九霞, 王淑佳.

基于乡村振兴战略的乡村旅游地可持续发展评价体系构建

地理研究, 2022, 41(2): 289-306.]

DOI:10.11821/dlyj020201226      [本文引用: 1]

乡村旅游已成为乡村振兴战略中耀眼的着力点和突破点,因此构建兼顾标准性和灵活性、理论性和实践性的中观尺度乡村旅游地可持续发展评价体系具有重要意义。本研究使用&#x0201c;属性解析-系统整合&#x0201d;逻辑框架构建基于乡村振兴战略的乡村旅游地可持续发展评价体系。首先,将乡村旅游地解析出社区、遗产和旅游3个基本属性,分别对应社区发展、遗产保护和旅游发展子系统。依据旅游系统模型,采用层次分析法、德尔菲法和专家判断矩阵,重点构建旅游发展子系统指标体系,涵盖目的地、客源市场、旅游通道和旅游支持系统4个一级指标和具有较强操作性、聚焦乡村尺度的31个二级指标。进而,将子系统整合并引入耦合协调发展模型,使用综合评价指数和协调发展度进行乡村旅游地可持续发展水平评价。最后,通过测评广东10个乡村旅游地,验证该体系具有较好效度和区分度。

Tang Chengcai, Wan Ziwei, Sun Mengyao, et al.

Construction of tourism accurate poverty alleviation model for deep poor village

Journal of Arid Land Resources and Environment, 2020, 34(1): 202-208.

[本文引用: 1]

[唐承财, 万紫微, 孙孟瑶, .

深度贫困村旅游精准扶贫模式构建

干旱区资源与环境, 2020, 34(1): 202-208.]

[本文引用: 1]

Dewi L K Y.

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Procedia: Social and Behavioral Sciences, 2014, 135: 57-63.

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Mitchell C J A.

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Fu Caiwu, Cheng Yumei.

Dynamic mechanism and policy path of the integration of culture and tourism in rural revitalization: A macro framework

Journal of Huazhong Normal University (Humanities and Social Sciences), 2021, 60(6): 69-77.

[本文引用: 2]

[傅才武, 程玉梅.

文旅融合在乡村振兴中的作用机制与政策路径: 一个宏观框架

华中师范大学学报(人文社会科学版), 2021, 60(6): 69-77.]

[本文引用: 2]

Qu Hua, Luo Jing.

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Tourism and Hospitality Prospects, 2022, 6(1): 89-110.

[本文引用: 1]

[瞿华, 罗静.

乡村文化与旅游产业融合: 研究回顾与展望

旅游导刊, 2022, 6(1): 89-110.]

DOI:10.12054/lydk.bisu.191      [本文引用: 1]

乡村文化与旅游产业融合在国内外日益兴盛,是实现乡村振兴的重要途径之一。本文基于产业融合背景,厘清了乡村文化与旅游产业融合的相关概念,从文化与旅游产业融合的理论与实践研究入手,对国内外乡村文化与旅游产业的融合机制、融合效应、融合模式、融合路径等方面研究进行系统梳理。研究发现:(1)乡村文旅融合研究具有突出的时代特征,在中西方语境中存在较大差异;(2)乡村文旅融合研究呈现出理论与实证并行的特点;(3)研究方向呈现多元化趋势。本文还提出了乡村文旅融合的研究展望,以期为乡村文旅产业融合的未来研究与发展提供启示。

Yang J, Yang R X, Chen M H, et al.

Effects of rural revitalization on rural tourism

Journal of Hospitality and Tourism Management, 2021, 47: 35-45.

DOI:10.1016/j.jhtm.2021.02.008      URL     [本文引用: 1]

Lu Lin, Ren Yisheng, Zhu Daocai, et al.

The research framework and prospect of rural revitalization led by rural tourism

Geographical Research, 2019, 38(1): 102-118.

DOI:10.11821/dlyj020180454      [本文引用: 2]

Socialism with Chinese characteristics has entered the new era. Problems such as unbalanced development between urban and rural and inadequate development in rural areas have become increasingly prominent. The implementation of the rural revitalization strategy is an inevitable requirement for resolving the contradictions between unbalanced and inadequate development and the people's ever-growing needs for a better life. With the rapid advancement of new industrialization and new urbanization, China's rural tourism has entered the era of big tourism instead of small and medium tourism. The development of rural tourism can effectively pursue the development strategy of the country in the new era, promote agricultural quality and efficiency, increase farmers' income, make the countryside prosperous and stable, and speed up the development of urban-rural integration. Therefore, it is an important way to realizing rural revitalization. This paper has reviewed the related research on rural revitalization led by rural tourism at home and abroad. In addition, it has grasped the new characteristics, new missions and new requirements of rural tourism development in the new era. Considering the basic situation of China as a developing economic power, and a large agricultural country with a large population, this paper has constructed a research framework of rural revitalization led by rural tourism in China in the new era, which integrates theories of geography, tourism, economics, sociology, management and other related disciplines. It has summarized the five key research contents of rural revitalization led by rural tourism, which contains study on theory and logic mechanism of rural revitalization led by rural tourism, study on the path of rural economy revitalization led by rural tourism, study on the path of rural ecological livability led by rural tourism, study on the path of reconstruction of rural governance system led by rural tourism and study on the policy system of rural revitalization led by rural tourism. The five key research contents cover the theoretical, practical and safeguard aspects, promote the development of urban-rural integration through interconnection, mutual influence and interaction, and ultimately realize the scientific, sustained, and healthy development of the rural revitalization strategy. In the new era, the key of rural revitalization led by rural tourism is to master and apply scientific methodology, to learn the wisdom and nutrition of scientific methodology, to construct a method system for multi-method comprehensive integration, and to ensure the authenticity of data collection and the scientificalness of data processing.

[陆林, 任以胜, 朱道才, .

乡村旅游引导乡村振兴的研究框架与展望

地理研究, 2019, 38(1): 102-118.]

DOI:10.11821/dlyj020180454      [本文引用: 2]

中国特色社会主义进入新时代,城乡发展不平衡、乡村发展不充分等问题日益突出,实施乡村振兴战略是解决人民日益增长的美好生活需要和不平衡不充分的发展之间矛盾的必然要求。发展乡村旅游能够有力地契合和服务新时代国家发展战略,促进农业提质增效、农民增收致富、农村繁荣稳定,加快统筹城乡融合发展步伐,是实现乡村振兴的重要途径。系统梳理国内外乡村旅游引导乡村振兴的相关研究成果,针对内容深度相对薄弱、功能拓展比较泛化、时代特征不够显著等问题,把握新时代乡村旅游发展的新特点、新使命、新要求,充分考虑中国是一个发展中的经济大国、人口大国、农业大国的基本国情,构建了融合地理学、旅游学、经济学、社会学、管理学等相关学科理论的新时代中国乡村旅游引导乡村振兴的研究框架,归纳了乡村旅游引导乡村振兴的五个重点研究内容,即乡村旅游引导乡村振兴的学理和逻辑机理研究、乡村旅游引导乡村经济振兴的路径研究、乡村旅游引导乡村生态宜居的路径研究、乡村旅游引导乡村治理体系重构的路径研究、乡村旅游引导乡村振兴的政策体系研究。五个重点研究内容包括理论层面、实践层面和保障层面,在相互联系、相互影响、相互作用中共同促进城乡融合发展,实现乡村振兴的科学、持续、健康发展。掌握和运用科学的方法论,汲取科学方法论的智慧和营养,构建多方法综合集成的方法体系,确保数据采集的真实性和数据处理的科学性,是新时代乡村旅游引导乡村振兴研究的关键。

Mao Yijing, Liu Jianping.

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Journal of Yunnan Nationalities University (Social Sciences Edition), 2021, 38(3): 92-99.

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[毛一敬, 刘建平.

乡村文化建设与村落共同体振兴

云南民族大学学报(哲学社会科学版), 2021, 38(3): 92-99.]

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Tang Chengcai, Wan Ziwei, Liu Man, et al.

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Journal of Arid Land Resources and Environment, 2021, 35(2): 196-202.

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[唐承财, 万紫微, 刘蔓, .

基于多主体的传统村落文化遗产保护传承感知及提升模式

干旱区资源与环境, 2021, 35(2): 196-202.]

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Shi Shaohua, Pei Xiaoyu.

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Journal of Kunming University of Science and Technology (Social Sciences Edition ), 2020, 20(5): 103-108.

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[时少华, 裴小雨.

传统村落活态保护利用与旅游融合发展研究

昆明理工大学学报(社会科学版), 2020, 20(5): 103-108.]

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[吴洁. 文旅融合背景下浦江嵩溪村空间环境保护与更新研究[D]. 杭州: 浙江工业大学, 2019.]

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Wang Naiju.

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Journal of Shanxi Agricultural University (Social Science Edition), 2022, 21(2): 99-108.

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[王乃举.

文化场域与文化分层组合理论下文旅融合机制与高质量发展

山西农业大学学报(社会科学版), 2022, 21(2): 99-108.]

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Weng Gangmin, Li Lingyan.

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Economic Geography, 2016, 36(1): 178-185.

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[翁钢民, 李凌雁.

中国旅游与文化产业融合发展的耦合协调度及空间相关分析

经济地理, 2016, 36(1): 178-185.]

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Cheng Xiaoli, Zhu Yawen.

The integration of tourism industry and culture industry in Anhui Province

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[程晓丽, 祝亚雯.

安徽省旅游产业与文化产业融合发展研究

经济地理, 2012, 32(9): 161-165.]

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Yu Qiuyang, Wang Qian, Yan Xin.

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Journal of East China Normal University (Philosophy and Social Sciences), 2022, 54(2): 159-172.

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[于秋阳, 王倩, 颜鑫.

长三角城市群文旅融合: 耦合协调、时空演进与发展路径研究

华东师范大学学报(哲学社会科学版), 2022, 54(2): 159-172.]

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Wang Jingling.

The systematic construction of the factors influencing the integrated development of culture and tourism in ethnic minority areas: Based on the analysis of the questionnaires on the factors of integrated development of culture and tourism in 71 ethnic counties

Journal of Southwest University for Nationalities, 2020, 41(8): 24-30.

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[王经绫.

民族地区文化和旅游融合发展影响要素的系统建构: 基于71个民族县域文旅融合发展要素调查问卷的分析

西南民族大学学报(人文社科版), 2020, 41(8): 24-30.]

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Liu Yansui, Zhou Yang, Li Yuheng.

Rural regional system and rural revitalization strategy in China

Acta Geographica Sinica, 2019, 74(12): 2511-2528.

DOI:10.11821/dlxb201912007      [本文引用: 1]

Rural regional system is a spatial system with certain structure, function and inter-regional relationship, which is composed of humanity, economy, resources and environment that are connected and interacted with each other. It is a regional multi-body system, including urban-rural integrity, rural synthesis, village-town organism, and housing-industry synergy. Targeting the rural regional system and supporting the rural revitalization strategy provides new opportunities and challenges for innovation of Chinese geography in the new era. Guided by the theory of regional system of human-land system and the science of human-land system, the research on rural revitalization geography should serve national strategy by finding solutions to problems hindering rural sustainable development, and make contribution to the comprehensive study of rural regional system structure, transformation process, evolution mechanism, differentiation pattern, regional function, and rural revitalization path and model under the interaction of surface's human-land system. There is an urgent requirement to better understand and reveal differences in the types of rural regional system and their differentiation law. Taking 39164 townships in China as research object, this paper used quantitative and qualitative methods to detect and identify the dominant factors that restrict the sustainable development of rural regional systems in China. Then we divided the types of Chinese rural regional systems, revealed the pattern of rural regional differentiation and further proposed scientific approaches to rural revitalization in different areas. Results demonstrate that topographic conditions, climate conditions, ruralization level, land resources endowment, population mobility and aging level are the dominant factors restricting the sustainable development of rural regional system, of which reflects the level of resource endowment, endogenous power and external aid of rural development. Through cluster analysis and spatial overlay of dominant factors, China's rural regional system can be divided into 12 first-class zones and 43 second-class zones. The first-class zones are named by means of 'geographical location + driving force of dominant factors', and the second-class zones are named by means of 'regional scope + driving force of dominant factors + economic development level'. The driving force of rural sustainable development in different regional types are varied. The regional pattern and path of rural revitalization in different types of areas are varied, and promoting the rural revitalization strategy should be based on local conditions to realize the coordination and sustainable development of rural economy, society, culture and ecosystem.

[刘彦随, 周扬, 李玉恒.

中国乡村地域系统与乡村振兴战略

地理学报, 2019, 74(12): 2511-2528.]

DOI:10.11821/dlxb201912007      [本文引用: 1]

乡村地域系统是由人文、经济、资源与环境相互联系、相互作用下构成的、具有一定结构、功能和区际联系的乡村空间体系,是一个由城乡融合体、乡村综合体、村镇有机体、居业协同体等组成的地域多体系统。以乡村地域系统为对象,服务支撑国家乡村振兴战略,为新时期地理学创新研究提供了新机遇和新挑战。乡村振兴地理学研究,亟需以问题为导向、战略为指向,以人地关系地域系统理论和人地系统科学为指导,致力于地表人地系统交互作用下乡村地域系统结构、转型过程、演变机理、分异格局、地域功能,以及乡村振兴途径与模式综合研究,科学把握乡村地域系统类型及其分异规律。本文以全国39164个乡镇为基本单元,采用定量和定性相结合的研究方法,诊断识别了制约中国乡村地域系统可持续发展的主导因子,划分了中国乡村地域系统类型,揭示了乡村地域系统分异格局,探明了不同类型区乡村振兴科学途径。结果表明:① 地理环境、村镇化水平、资源禀赋、人口流动程度和老龄化水平等是乡村地域系统分异的主导因子,反映了乡村发展自然本底特征以及外援动力、内生动力的大小。② 通过主导要素聚类和空间叠加分析,将中国乡村地域系统划分为12个一级区、43个二级区。一级区采用“地理区位+主导要素驱动力/约束力”的方法命名,二级区采用“地域范围+主导要素驱动力/约束力+乡村经济发展水平”命名。③ 不同类型区乡村振兴地域模式和路径不同,乡村振兴战略与规划的落地要因地制宜、分类施策。

Li Zhilong.

Research on the coupling mechanism and coordinated development of rural revitalization-rural tourism system: A case study on Fenghuang County in Hunan

Geographical Research, 2019, 38(3): 643-654.

DOI:10.11821/dlyj020181165      [本文引用: 1]

The strategy of rural revitalization proposed at the 19th CPC National Congress is an inevitable choice to adapt to the changes of major social contradictions in China. The development of rural tourism is an important path to realize this great strategy. Through the dimensional deconstruction and dynamic mechanism analysis of the rural revitalization and rural tourism system, this paper analyzes the relationship between the two and the mechanism of action, and defines the coupling system of rural revitalization and rural tourism. Taking Fenghuang County, western Hunan Province as a case study, we constructed the evaluation index systems of rural revitalization and rural tourism. According to the panel data from 2001 to 2017, the comprehensive evaluation index, coordination degree and coordination development degree were calculated respectively. On this basis, the coupling process of rural revitalization and rural tourism system in Fenghuang County is divided into three stages, and the characteristics of the three stages are analyzed. The evolution process of the coupling system between rural revitalization and rural tourism is analyzed according to the evolution speed function and the "scissors difference", which reflects the changing trend of the two. The research shows that the interaction and interaction in the evolution process of rural revitalization and rural tourism system can be summarized as the coupling development process of pressure-embedding, adjustment and coordination, and the coupling evolution process reflects the cause-and-effect driving mechanism of cause-result-countermeasures. On this basis, the paper summarizes the realization path of rural revitalization and rural tourism, and puts forward that the design of policy system should be based on the evolution law and mechanism of rural revitalization and rural tourism system, and guide the coordinated development of the system by means of combining macro regulation and market regulation.

[李志龙.

乡村振兴—乡村旅游系统耦合机制与协调发展研究: 以湖南凤凰县为例

地理研究, 2019, 38(3): 643-654.]

DOI:10.11821/dlyj020181165      [本文引用: 1]

发展乡村旅游是实现乡村振兴这一伟大战略的重要路径选择。通过乡村振兴与乡村旅游体系维度解构及动力机制分析,解析了二者的相互关系及作用机制。以湘西凤凰县作为研究案例地,分别构建了乡村振兴评价指标体系和乡村旅游评价指标体系。根据2001—2017年面板数据,分别计算了其综合评价指数、协调度、协调发展度,依此将凤凰县乡村振兴-乡村旅游系统耦合过程划分为三个阶段,并分析了三个阶段的特征。根据演化速度函数及反映了二者变化趋势的差异的剪刀差,解析了乡村振兴-乡村旅游耦合系统的演化过程。通过案例研究,解释了乡村振兴-乡村旅游系统作用机制与演化规律,旨在为乡村振兴之乡村旅游路径选择提供政策参考。

Yang Ren, Lu Jinfeng, Li Wei.

Evolution and influential mechanism of multi-dimensional space of typical traditional villages in the metropolitan fringe of Pearl River Delta

Economic Geography, 2022, 42(3): 190-199.

[本文引用: 1]

[杨忍, 陆进锋, 李薇.

珠三角都市边缘区典型传统村落多维空间演变过程及其影响机理

经济地理, 2022, 42(3): 190-199.]

[本文引用: 1]

Wang Shujia, Sun Jiuxia.

Construction and empirical research on the evaluation system of sustainable development of Chinese traditional villages

Acta Geographica Sinica, 2021, 76(4): 921-938.

DOI:10.11821/dlxb202104010      [本文引用: 1]

As important carriers of Chinese civilization, traditional villages are endowed with rich and diversified values. Although the government and academia have implemented lots of programmes on protections and researches, the sustainable development still has a long way to go. Therefore, it is of profound significance to establish an evaluation system for the sustainable development of Chinese traditional villages and to evaluate the sustainable development level of Chinese traditional villages. Through long-term field survey of traditional villages, this study proposes that understanding the two basic attributes of community and heritage is the key to cognizing the sustainable development of traditional villages. Then it uses the analytic hierarchy process and Delphi method to construct the index system of community development subsystem and heritage protection subsystem, and applies an expert judgment matrix and the Delphi method to determine the index weights of the subsystems at all levels, and constructs the systems of data collection, assignment, and standardization for each secondary index. The comprehensive evaluation index is used to evaluate the development level of traditional villages, and determine the criteria for ranking. In order to better evaluate the sustainable development level of traditional Chinese villages, a coupling coordination model is further introduced to construct an evaluation system. Finally, through the evaluation of 10 traditional Lingnan villages in Guangzhou, Foshan and Zhongshan cities of Guangdong province, the validity of the index system is verified and further revised. This index system can not only promote the research paradigm of traditional villages, coupling degree and sustainable development assessment, but also widely guide and apply to the protection practices of traditional villages in China.

[王淑佳, 孙九霞.

中国传统村落可持续发展评价体系构建与实证

地理学报, 2021, 76(4): 921-938.]

DOI:10.11821/dlxb202104010      [本文引用: 1]

作为中华文明重要载体的传统村落具有丰富多元的价值,虽然政府与学界进行了大量保护与研究工作,但其可持续发展之路仍任重道远。因此建立中国传统村落可持续发展评价体系,准确评估其可持续发展水平具有重要理论与现实意义。通过对传统村落的长期实地调研,本文提出社区和遗产两个基本属性间协调关系是传统村落可持续发展的关键。本文使用层次分析法和德尔菲法构建社区发展和遗产保护子系统指标体系,采用专家判断矩阵和德尔菲法确定子系统指标权重,并构建详细的数据收集、赋分与标准化方法。为了更好的评价中国传统村落可持续发展水平,在采用综合评价指数评估传统村落综合发展水平的基础上,进一步引入耦合协调度模型构建可持续发展类型评价体系。最后,通过测评广东省广州市、佛山市和中山市10个岭南传统村落,检验该套指标体系具有较好效度,并进一步对指标体系进行修正。该评价体系不仅可以推进传统村落、耦合度、可持续发展评估研究范式,也可以广泛指导与应用于中国传统村落保护实践。

Jiao Sheng, Zheng Zhiming, Xu Feng, et al.

The marginal tendency of the traditional village distribution: The case study of Hunan province

Geographical Research, 2016, 35(8): 1525-1534.

DOI:10.11821/dlyj201608010      [本文引用: 1]

With the rapid urbanization process in China, the development of Chinese traditional villages presents a marginal characteristic compared with those urbanized areas. The paper studies 723 Chinese traditional villages, particularly in Hunan province. Along with the tool of ArcGIS 10.0, four key factors, namely, agricultural resources, economy, space composition and traffic system, have been carefully selected and used to investigate the impact of urbanization on the spatial distribution of villages. The study takes the scale of county as the basic unit. The core and edge regions of urbanization in Hunan province have been evaluated. The paper has superimposed two datasets, and the results show the marginalization tendency of traditional villages in Hunan province. Then the paper analyzes the formation mechanism of the marginalization feature of traditional villages, and puts forward some suggestions to help the conservation as well as sustaibable development of these Chinese heritages.

[焦胜, 郑志明, 徐峰, .

传统村落分布的“边缘化”特征: 以湖南省为例

地理研究, 2016, 35(8): 1525-1534.]

DOI:10.11821/dlyj201608010      [本文引用: 1]

传统村落伴随快速城市化、城进乡退的进程,呈现出“边缘化”分布趋势。以湖南省723个传统村落为实证对象,借助ArcGIS 10.0技术平台,选取影响传统村落的农业资源、经济、空间及交通等四类因素,以县域为统计单元,对湖南省域进行核心—边缘区评价。将评价结果与传统村落分布进行叠加,结果显示湖南省传统村落分布呈现农业资源边缘化、经济边缘化、空间边缘化和交通边缘化特征,并分析传统村落分布“边缘化”特征形成机理,提出保护开发建议。

Wang Fang, Sun Ruimin.

Collective memory of Chinese traditional villages: A case study of content analysis on the documentary Homesickness in Mind

Geographical Research, 2015, 34(12): 2368-2380.

DOI:10.11821/dlyj201512014      [本文引用: 1]

The collective memory of traditional villages carries the villages' traditional culture and people's nostalgia. Against the backdrop of rapid urbanization and mass migration, the rural culture and collective memory are facing the crisis of fading away. Studying the collective memory of traditional villages is of great significance in the aspects of rural planning, tourism development, rural memory project and so on. Taking the documentary Homesickness in Mind as study material, this paper selects the most representative 60 traditional villages, and adopts the literature analysis, content analysis and other research methods to build the three elements of collective memory in traditional villages, namely "subject, object and time" and makes a further discussion on these three elements. The main results are demonstrated as follows: (1) The subject elements are given priority to the middle aged and elderly ones, who has special appeal and emotional characteristics; (2) The object elements to be remembered include the substantial spatial information and figure-event clues, which conforms to the values highly praised by traditional villages; (3) The time element includes the peopl's perception indicator to time, which takes the events of natural cycle and natural environment as references, and also covers the time axis of collective memory, through the characteristic of which we could find that the collective memory of traditional villages mostly prevails in the initial-development, heyday and contemporary phases; (4) With the transition of productivity and people's lifestyle, the three elements of the traditional village collective memory are also in constant evolution. Finally, the application recommendations are proposed with the combination of rural planning practices and rural tourism.

[汪芳, 孙瑞敏.

传统村落的集体记忆研究: 对纪录片《记住乡愁》进行内容分析为例

地理研究, 2015, 34(12): 2368-2380.]

DOI:10.11821/dlyj201512014      [本文引用: 1]

传统村落的集体记忆承载着村庄的文化传统与人们的乡愁情感。但随着城镇化及其带来的大规模人口迁徙,使得这些记忆正面临巨大冲击。就此展开研究,对于乡村规划和发展、乡村记忆保存和传承等意义重大。归纳出集体记忆的社会选择性、动态重构性、媒介依赖性等属性后,构建传统村落集体记忆三要素的研究框架,即主体(记忆者)、客体(记忆对象)、时间,借助大型纪录片《记住乡愁》,选取60个典型的中国传统村落,采用内容分析等方法,探讨主体诉求及其相应的情感特征、客体如何承载传统价值以及时间演变中村落发展阶段划分等问题。并初步分析了随着生产生活方式的变迁,这三者是如何发生变化的,最后结合乡村规划和乡村旅游提出建议。

Zhuang Zhimin.

A survey of integrated practices of culture and tourism from complex ecosystem theory perspective: A case study of Shanghai

Tourism Science, 2020, 34(4): 31-45.

[本文引用: 1]

[庄志民.

复合生态系统理论视角下的文化与旅游融合实践探索: 以上海为例

旅游科学, 2020, 34(4): 31-45.]

[本文引用: 1]

Fan Zhou.

Theory and practice of the integration of culture and tourism

Renmin Luntan·Xueshu Qianyan, 2019(11): 43-49.

[本文引用: 2]

[范周.

文旅融合的理论与实践

人民论坛·学术前沿, 2019(11): 43-49.]

[本文引用: 2]

Zhang Chaozhi, Zhu Minmin.

The integration of culture and tourism: Multi-understandings, various challenges and approaches

Tourism Tribune, 2020, 35(3): 62-71.

[本文引用: 1]

[张朝枝, 朱敏敏.

文化和旅游融合: 多层次关系内涵、挑战与践行路径

旅游学刊, 2020, 35(3): 62-71.]

[本文引用: 1]

Ma Bo, Zhang Yue.

Four quadrant model and its application of the integration of culture and tourism

Tourism Tribune, 2020, 35(5): 15-21.

[本文引用: 1]

[马波, 张越.

文旅融合四象限模型及其应用

旅游学刊, 2020, 35(5): 15-21.]

[本文引用: 1]

Cai Xinliang, Yu Hong.

Research on tourism innovation and transformation of ethnic traditional cultural resources from the perspective of rural revitalization

Rural Economy, 2019(5): 137-144.

[本文引用: 4]

[蔡新良, 虞洪.

乡村振兴视角下民族传统文化资源的旅游创新转化研究

农村经济, 2019(5): 137-144.]

[本文引用: 4]

Long Jingran, Du Shanshan, Zhang Jingqiu.

Mechanism and model of rural vitalization guided by culture-tourism integration

Economic Geography, 2021, 41(7): 222-230.

[本文引用: 3]

[龙井然, 杜姗姗, 张景秋.

文旅融合导向下的乡村振兴发展机制与模式

经济地理, 2021, 41(7): 222-230.]

[本文引用: 3]

Wang Yong, Zhou Xue, Li Guangbin.

The rurality appraisal and characteristics of different types of traditional villages in southern Jiangsu Province: Based on surveys of 12 traditional villages in Suzhou

Geographical Research, 2019, 38(6): 1311-1321.

DOI:10.11821/dlyj020180535      [本文引用: 2]

As an essential attribute, rurality is the key to the survival of the villages. However, in the face of intense internal and external restructuring and differentiation, their rurality has been damaged, neglected or even buried in different degrees. This paper takes 12 traditional villages in Suzhou as the research objects, divides them into four categories according to the development paths, and constructs an index system of traditional villages to evaluate their own rurality. The result shows that the traditional villages in Suzhou have basically maintained a high level in rurality. But the compositions of rurality in different development paths have different characteristics. Rurality of skill-based villages is enhanced and balanced, which is driven by industry. Rurality of tourism development villages is polarized in one-sided activation. Self-exploration of comprehensive development villages maintains balanced rurality. And life service-oriented villages face the danger of rurality decay in urban-rural interaction. It is believed that the protection and development of traditional villages should be guided by the overall balanced improvement of rurality and choose an appropriate development path.

[王勇, 周雪, 李广斌.

苏南不同类型传统村落乡村性评价及特征研究: 基于苏州12个传统村落的调查

地理研究, 2019, 38(6): 1311-1321.]

DOI:10.11821/dlyj020180535      [本文引用: 2]

乡村性作为乡村的本质属性,是村落得以存续的关键。在面临剧烈的内外部重组与分化中,传统村落乡村性受到了不同程度的损坏、忽视甚至埋没。以苏州12个国家传统村落为研究对象,根据发展路径将其划分四类,并通过构建传统村落乡村性评价指标体系对其进行乡村性评价。研究表明:苏州传统村落乡村性基本保持较高水平,但不同发展路径村落乡村性构成特征各异。传统技艺型村落在产业驱动下乡村性得到均衡增强,旅游发展型村落在片面激活中产生乡村性极化,综合开发型村落的自我探索维系着均衡的乡村性,生活服务型村落在城乡互动中面临乡村性衰败危险。传统村落的保护与发展要以乡村性的整体均衡提升为导向,选择适宜的发展路径。

Wan Ziwei. Study on measurement of green development index and revitalization model of tourism-oriented traditional village[D]. Beijing: Beijing International Studies University, 2021.

[本文引用: 2]

[万紫微. 旅游型传统村落绿色发展指数测度及振兴模式研究[D]. 北京: 北京第二外国语学院, 2021.]

[本文引用: 2]

Carrillo M, Jorge J M.

Multidimensional analysis of regional tourism sustainability in Spain

Ecological Economics, 2017, 140: 89-98.

DOI:10.1016/j.ecolecon.2017.05.004      URL     [本文引用: 2]

Lin Zurui, Ding Zhihua, Zhang Jieping.

Research on the evaluation system of living protection for traditional village: A case of the traditional village in Yangquan

Urbanism and Architecture, 2019, 16(4): 150-156.

[本文引用: 3]

[林祖锐, 丁志华, 张杰平.

传统村落活态保护评价体系研究: 以阳泉市传统村落为例

城市建筑, 2019, 16(4): 150-156.]

[本文引用: 3]

Wang Ying, Xu Xiaoxiao.

Influential factors of rural tourism development in perspective of community: A case of Hangzhou

Economic Geography, 2015, 35(3): 203-208.

[本文引用: 3]

[王莹, 许晓晓.

社区视角下乡村旅游发展的影响因子: 基于杭州的调研

经济地理, 2015, 35(3): 203-208.]

[本文引用: 3]

Hu Jing, Wang Rong, Li Yajuan, et al.

Evaluation of tourism resources attraction in ethnic areas based on network information: A case study of Qiandongnan in Guizhou Province

Economic Geography, 2018, 38(4): 200-207.

[本文引用: 2]

[胡静, 王蓉, 李亚娟, .

基于网络信息的民族地区旅游资源吸引力评价: 以贵州省黔东南州为例

经济地理, 2018, 38(4): 200-207.]

[本文引用: 2]

Zhang Xuejing, Chen Qiaoyuan, Li Huamin.

From experiencing object to experiencing field: A configuration analysis on the high-quality development of rural tourism destinations

Tourism Tribune, 2022, 37(5): 33-44.

[本文引用: 4]

[张雪晶, 陈巧媛, 李华敏.

从体验对象到体验场域: 乡村旅游地高质量发展组态分析

旅游学刊, 2022, 37(5): 33-44.]

[本文引用: 4]

An Chuanyan, Zhai Zhouyan, Li Tongsheng.

International research on rural tourism in recent 10 years and its implication for China

Resources Science, 2020, 42(5): 956-968.

DOI:10.18402/resci.2020.05.13      [本文引用: 2]

The development of large-scale rural tourism has affected many areas of post-modern society, which has become a hot topic in the international research of tourism in the past 30 years. In this study, the literature on rural tourism was collected from the Elsevier ScienceDirect database since 2010 and analyzed. The conclusions are that: (1) The development of rural tourism under the economic value orientation is a hot topic for scholars in various countries. Based on the modern economic and industrial attributes of rural tourism, scholars have explored its development modes and paths, and studied the development conditions, resource utilization, product creation, market expansion, and influencing factors of rural tourism. In addition, scholars have examined the definition, measurement, and implementation of sustainable rural tourism development. (2) The motivation of rural tourists is diverse, the way and content of their experiences are different, and consumer satisfaction with services and products is an important factor affecting their loyalty. (3) Scholars have paid more attention to the development of rural enterprises and studied the application of information technology in rural tourism enterprises. Small business development faces various limitations, and innovation and cooperation are very important. (4) Residents have different attitudes towards the development of tourism. Community participation is the key factor to ensure the social equity of rural tourism development. The research in this field is often about facilitating participation. (5) Government intervention shows different effects from national macro-level control and local practices, and its research is often integrated with other fields. (6) Study on the impact of rural tourism presents critical thinking. In the empirical study of communities, the positive economic impact of tourism is questioned. Cultural change of destinations cannot be simply characterized as “negative” or “passive.” The social influence includes change in the thoughts of the residents, identity construction, and evolution of community relations, race, nationality, and national identity, among others. Overall, most international scholars regard rural tourism as an economic behavior. Tourism, as the carrier of modernization, has exerted a comprehensive and far-reaching influence on traditional villages. As a practice field of capital, rural tourism destination has produced a series of negative effects. It is necessary to reflect on relevant ethical issues in tourism development and theoretical construction. In view of these, Chinese scholars should reflect on the localization and reconstruction of the theories according to social needs, so as to provide a scientific basis for the development of rural tourism in China.

[安传艳, 翟洲燕, 李同昇.

近10年来国外乡村旅游研究特征及对中国的启示: 基于Elsevier ScienceDirect收录文献的分析

资源科学, 2020, 42(5): 956-968.]

DOI:10.18402/resci.2020.05.13      [本文引用: 2]

大规模乡村旅游的发展波及到后现代社会的诸多领域,已成为过去30年国际旅游学界研究的热点。本文搜集了Elsevier ScienceDirect数据库中2010年以来国外乡村旅游研究的相关期刊文献,通过分析得出:①经济价值取向下的乡村旅游发展是各国学者研究的热点。②乡村旅游者出游动机多样,体验方式及内容不同,对服务、产品的满意度是影响其忠诚度的重要因素。③乡村小企业发展具有局限性,创新和合作非常重要。④乡村居民对旅游业发展的态度不一,社区参与是保障乡村旅游发展、社会公平的关键因素,且该领域研究更多在于“如何参与”的问题。⑤政府干预存在国家宏观调控和地方实践效应的差异,其研究往往与其他领域研究相融合。⑥乡村旅游的影响研究呈现批判性特征,旅游的“正向”经济影响在社区层面的实证研究中受到质疑,目的地的文化变迁并不能简单地归结为“负面”“被动”的问题等。总之,国外学者多把乡村旅游视为“现代”经济行为,乡村旅游地作为资本、权力的实践场域也出现了一系列问题。鉴于此,中国学者应根据社会需求拓展乡村旅游研究领域、反思价值伦理问题,重构本土理论等,为中国乡村旅游发展提供依据。

Tang Chengcai, Zheng Qianqian, Wang Xiaodi, et al.

Discussion on the model of green development of tourism in traditional village

Journal of Arid Land Resources and Environment, 2019, 33(2): 203-208.

[本文引用: 2]

[唐承财, 郑倩倩, 王晓迪, .

基于两山理论的传统村落旅游业绿色发展模式探讨

干旱区资源与环境, 2019, 33(2): 203-208.]

[本文引用: 2]

Yan Xing, Wu Jinfeng.

The impact of ACGN short video marketing strategy on customer engagement

China Business and Market, 2020, 34(12): 40-50.

[本文引用: 2]

[闫幸, 吴锦峰.

二次元短视频营销策略对顾客投入的影响

中国流通经济, 2020, 34(12): 40-50.]

[本文引用: 2]

Zhou Meijing, Xu Chunxiao.

Construction and application of the evaluation index system of symbiotic development level of red tourism

Tourism Tribune, 2019, 34(9): 127-144.

[本文引用: 1]

[周美静, 许春晓.

红色旅游共生发育水平测评指标体系构建与应用: 以韶山为例

旅游学刊, 2019, 34(9): 127-144.]

[本文引用: 1]

Tang C C, Wu X F, Zheng Q Q, et al.

Ecological security evaluations of the tourism industry in ecological conservation development areas: A case study of Beijing's ECDA

Journal of Cleaner Production, 2018, 197: 999-1010.

DOI:10.1016/j.jclepro.2018.06.232      URL     [本文引用: 1]

Zhang J K, Zhang Y.

A qualitative comparative analysis of tourism and gender equality in emerging economies

Journal of Hospitality and Tourism Management, 2021, 46: 284-292.

DOI:10.1016/j.jhtm.2021.01.009      URL     [本文引用: 1]

Wang Li, Wu Liang, Li Yanpeng, et al.

The geopolitical driving forces and mechanism on Arctic energy exploitation

Acta Geographica Sinica, 2021, 76(5): 1078-1089.

DOI:10.11821/dlxb202105003      [本文引用: 2]

The accelerating global warming enhanced the Arctic sea ice melting, which made it possible to explore energy resources in the Arctic region. This study firstly analyzed the energy trade structure in the pan-Arctic countries, covering Arctic countries and the observer countries. Secondly, it uses correlation analysis to extract the direct geopolitical factors including energy dependence, energy importance, energy security, and indirect geopolitical factors including national power (military power and foreign investment influence), climate and environmental protection and social inclusive development, which might influence the willingness of the pan-Arctic countries to exploit the Arctic energy. Finally, we apply fuzzy-set qualitative analysis (fs/QCA) to examine the driving mechanisms of these geopolitical factors on the willingness to exploit the Arctic energy. The results showed that: (1) Arctic countries mainly serve as energy exporter while observer countries mainly serve as energy importer. The amount of China's energy imported from Arctic counties is small at current stage, but with a huge potential. (2) Energy dependence, energy importance, national power and social inclusive development are significantly correlated with the willingness on Arctic energy exploitation, acting as key geopolitical factors. (3) Key geopolitical factors drive or impede the willingness on Arctic energy exploitation through three major pathways, among which, national power together with energy dependence or energy importance behave as the major driving forces for most of the pan-Arctic countries, large countries in particular, such as Russia, USA, China and India. The second pathway is driven by national power but restricted by social inclusive development, including most European countries and Canada. The third pathway is mainly driven by energy importance while restricted by social inclusive development, mainly including Norway. Finally, this study provided coping strategies and suggestions on China's participating Arctic energy exploitation based on the energy trade structure and the driving mechanisms.

[王利, 吴良, 李言鹏, .

北极能源开发的地缘要素驱动机制

地理学报, 2021, 76(5): 1078-1089.]

DOI:10.11821/dlxb202105003      [本文引用: 2]

全球气候变暖加速了北极海冰的融化,使得北极能源开发变成可能,大大激发了泛北极国家参与北极能源开发的积极性。本文在分析了泛北极国家(北极8国和13个观察员国)能源贸易格局的基础上;利用相关性分析方法,明确了影响北极能源的关键地缘要素;并通过模糊定性分析(fs/QCA),揭示了关键地缘要素及其组合对不同国家开发或参与开发北极能源的驱动机制。结果表明:① 北极国家多为能源输出国,而北极观察员国多为能源进口国;中国从北极国家能源进口量较少,潜力较大;② 能源依赖性、能源重要性、军事力量、对外投资影响力和国家包容性是影响泛北极国家开发北极能源的关键地缘要素,而气候表现和环保指数与北极能源开发的关系并不显著;③ 关键地缘要素的作用路径主要包括:一是以能源依赖性、能源重要性和军事力量为主要驱动,包括俄罗斯、中国、美国、印度、日本和韩国等国家;二是受到包容性发展限制的、以大国力量为驱动的西欧国家;三是以能源重要性为驱动的北欧国家。基于以上研究结果,本文提出了中国参与北极能源开发的对策建议。

Zhang Yuangang, Liu Lu.

Research on the influencing factors of national identity of red tourism resource destination from the perspective of configuration and multiple paths: Based on the fuzzy-set qualitative comparative analysis

Journal of Natural Resources, 2021, 36(7): 1658-1672.

DOI:10.31497/zrzyxb.20210703      [本文引用: 2]

The development of red tourism resources has both individual and group significance. It is an important way to realize national identity. This study adopts the method of multi-variable interaction fuzzy set qualitative comparative analysis, takes the national identity of tourists as the result variable, constructs social memory (character memory, environmental memory, time memory, spatial memory), scenic image (attraction image, facility environment image, cultural and creative publicity image), tourism experience and perceived value as the antecedent variables, and explores the combination of antecedents conditions and multiple paths that affect national identity. The results show that: (1) For single factor, although the consistency of character memory is relatively high, all single factors can not constitute the necessary and sufficient conditions of national identity. (2) There are 512 condition combinations generated by 9 variables; there are 11 path combinations that meet the conditions, with an overall coverage rate of 0.8916; 4 pathways have formed, namely, space environmental model, image value model, history experience model and time synthesis model, which can well explain the combination of influencing factors of national identity in red tourism destination. (3) Character memory appears in all path combinations, and all the combinations contain at least one other secondary dimension of social memory, such as environment, time, or spatial memory. When all the four secondary dimensions of social memory appear, the path with the highest original coverage rate is produced. (4) In the six paths with the original coverage rate of more than 20%, the secondary elements of social memory and the image of scenic spots are included at the same time; in the five paths with the original coverage rate of lower than 20%, the image of facilities and environment is "definitely not included". The research offers reference for the high-quality development of red tourism destinations in the New Era.

[张圆刚, 刘鲁.

红色旅游资源地游客国家认同的影响因素与多元路径研究: 基于模糊集定性比较分析

自然资源学报, 2021, 36(7): 1658-1672.]

DOI:10.31497/zrzyxb.20210703      [本文引用: 2]

红色旅游资源及其开发具有个体和群体意义,是国家认同实现的重要途径。采用多变量交互作用的模糊集定性比较分析方法,以游客国家认同为结果变量,构建社会记忆(人物记忆、环境记忆、时间记忆、空间记忆)、景区形象(吸引物形象、设施环境形象、文创宣传形象)、旅游体验、感知价值为前因变量,探索影响国家认同的前因条件组合与多元路径。研究结果表明:(1)对于单项因素来说,虽然人物记忆的一致性相对较高,但所有单因素都无法构成国家认同的充要条件。(2)9个变量共产生512种条件组合,满足条件的路径组合共11条,总体覆盖率为0.8916,构成了空间环境模式、形象价值模式、历史体验模式和时间综合模式四大类路径模式。(3)人物记忆出现在所有路径组合中,且所有组合同时包含至少一个社会记忆下的其他的二级维度,例如环境、时间或空间记忆。当社会记忆的四个二级维度全部出现时,产生了原始覆盖率最高的路径组合。(4)在原始覆盖率大于20%的6条路径中,都同时包含社会记忆和景区形象中的二级要素;在原始覆盖率小于20%的5条路径中,皆&#x0201c;一定不包含&#x0201d;设施环境形象。本文为红色旅游目的地在新格局下的高质量发展提供了理论参照。

Du Yunzhou, Jia Liangding.

Configuration perspectives and qualitative comparative analysis (QCA): A new path for management research

Management World, 2017(6): 155-167.

[本文引用: 1]

[杜运周, 贾良定.

组态视角与定性比较分析(QCA): 管理学研究的一条新道路

管理世界, 2017(6): 155-167.]

[本文引用: 1]

Guo Changwei, Wang Fengbin, Zhu Yali, et al.

A configurational approach to the intrapreneurship performance based on the perspective of optimal distinctiveness

Chinese Journal of Management, 2022, 19(9): 1345-1353.

[本文引用: 1]

[郭长伟, 王凤彬, 朱亚丽, .

最优区分视角下内部创业绩效的前因构型分析

管理学报, 2022, 19(9): 1345-1353.]

[本文引用: 1]

Zhang Ming, Du Yunzhou.

Qualitative comparative analysis (QCA) in management and organization research: Position, tactics, and directions

Chinese Journal of Management, 2019, 16(9): 1312-1323.

[本文引用: 1]

[张明, 杜运周.

组织与管理研究中QCA方法的应用: 定位、策略和方向

管理学报, 2019, 16(9): 1312-1323.]

[本文引用: 1]

Zhu Yali, Guo Changwei.

A configurational approach to employees' intrapreneurship based on the theory of planned behavior

Chinese Journal of Management, 2020, 17(11): 1661-1667.

[本文引用: 1]

[朱亚丽, 郭长伟.

基于计划行为理论的员工内部创业驱动组态研究

管理学报, 2020, 17(11): 1661-1667.]

[本文引用: 1]

Zhou Xiaoli, Tang Chengcai, Zhang Junying.

Tourists' responsible behaviors through emotional solidarity with residents: A case study in the context of homestay inn in traditional villages in Shanxi's southeast region

Journal of Chinese Ecotourism, 2021, 11(2): 242-255.

DOI:10.12342/zgstly.20210017      [本文引用: 1]

Tourist environmentally responsible behavior is of great significance for the sustainable development of rural tourism and the sustainable poverty alleviation of rural residents. Based on the theory of emotional solidarity, this study explores the predictive effect of tourists’ emotional solidarity on their environmentally responsible behavior. Taking the traditional villages in southeastern Shanxi Province as a case study, this paper uses qualitative and quantitative research methods to test the dimensions of tourists' environmentally responsible behavior and the existence of the influencing path of "emotional solidarity- environmentally responsible behavior". The results show that: (1) In the context of traditional villages' homestay inn, tourist environmentally responsible behavior includes not only ecological environmentally responsible behavior, but also social and economic environmentally responsible behavior. (2) The emotional solidarity between tourists and homestay inn owners can significantly affect tourist environmentally responsible behavior, and the ranking of influence significance is ecological, social, and economic environmentally responsible behavior. (3) The influencing significance ranking of the three second-order constructs of emotional solidarity on tourist environmentally responsible behavior is sympathetic understanding, emotional closeness, and felling welcomed. The research expands the application scope of the theory of emotional solidarity, provides a new perspective for the research of tourists' environmentally responsible behavior, and also provides practical enlightenment for rural tourism destinations to stimulate tourist environmentally responsible behavior.

[周晓丽, 唐承财, 张俊英.

情感凝聚对旅游者环境负责任行为的影响研究: 晋东南地区传统村落民宿情境下的实证检验

中国生态旅游, 2021, 11(2): 242-255.]

DOI:10.12342/zgstly.20210017      [本文引用: 1]

旅游者环境负责任行为对乡村旅游的高质量发展意义重大。本文基于情感凝聚理论,探讨旅游者与民宿主之间的情感凝聚对其环境负责任行为的预测效果。以晋东南地区传统村落为案例地收集数据,采用定性和定量相结合的研究方法,对乡村民宿情境下,旅游者环境负责任行为的维度及“情感凝聚—环境负责任行为”影响路径的存在与否,进行实证检验。结果显示:(1)乡村民宿情境下,旅游者环境负责任行为既包括生态环境负责任行为,亦包括社会环境负责任行为和经济环境负责任行为;(2)旅游者与民宿主之间的情感凝聚能够显著促进其环境负责任行为,影响程度从高到低依次是生态环境负责任行为、社会环境负责任行为和经济环境负责任行为;(3)情感凝聚的3个二阶构念对旅游者环境负责任行为的影响程度从高到低依次是同情理解、情感亲密度和受欢迎程度。本文拓展了情感凝聚理论的应用范畴,为旅游者环境负责任行为相关研究提供了新的视角,亦为乡村旅游目的地政府和企业激发旅游者环境负责任行为提供了实践启示。

Zhuang Xiaoping, Yin Shuhua, Zhu Hong.

The impact of tourism development on the construction of citizenship for ancient village residents in rural China: The case study of Kaiping Diaolou Complex

Acta Geographica Sinica, 2018, 73(8): 1571-1585.

DOI:10.11821/dlxb201808013      [本文引用: 1]

Since they were inscribed on the World Cultural Heritage List, ancient villages in rural China, which used to be relatively stable and closed communities, have embraced economic change that happened to the ways of life for the local residents as a result of the newly introduced economy and the flood of visitors. This paper takes Diaolou complex, a UNESCO Would Heritage site in China as a case study. It is found, after a seven-year study, that there is a significant correlation between the level of tourism development and the civic participation of local village residents. In this paper, a comparison is made between the conditions in three different ancient villages before and after they were recognized as World Cultural Heritage Sites. With a further analysis of the data provided by the current local authorities and travel agencies concerning the main sources of income and the new economic structure, we found that there are some discrepancies in tourism development among the three ancient villages. Furthermore, to provide a plausible explanation of the interaction between tourism development and the construction of local civil society and citizenship, this paper first articulates the concept of "citizenship" in the literature, and then examines the results from in-depth interviews and field researches.It is found that tourism development does bring about citizenship, viewed as a universal value, in the three adjacent ancient villages with similar governance patterns and similar traditions. In explaining the cultivation process and transformation mechanism of citizenship in traditional Chinese societies, this paper contributes to the studies in moral geography in China.

[庄晓平, 尹书华, 朱竑.

旅游发展对古村落村民公民性建构的影响: 以开平古碉楼群为例

地理学报, 2018, 73(8): 1571-1585.]

DOI:10.11821/dlxb201808013      [本文引用: 1]

中国古村落是一个相对稳定和封闭的微社会,但当古村落作为世界文化遗产地得到旅游开发后,新的经济方式的介入以及大量游客的进入,对古村落村民的思想、生活等产生了重大冲击。研究发现,世界文化遗产地开平碉楼群随着旅游开发程度的不同,所在地村民呈现出公民性的差异。研究借助所建构的“公民性”指标,在证明旅游作为3个已开发古村落的主要经济驱动力的情况下,指出旅游开发越充分的古村落,村民的公民性越强。从而揭示出旅游作为一种改变古村落经济模式的主要驱动力,在中国3个地理位置毗邻、治理模式一致、风土民情相似的古村落中,因其发展带来了“公民性”普世伦理的出现。该研究回答了“公民性”这一普世的人类文明标尺在中国传统社会中产生的过程和机制,研究价值层面或对中国尚显薄弱的道德地理学的发展具有一定裨益。

Lu Song, Chen Siyi, Pan Hui.

Preliminary study on the assessment of tourism sustainability in ancient village: Taking world cultural heritage site Hongcun as an example

Tourism Tribune, 2010, 25(1): 17-25.

[本文引用: 1]

[卢松, 陈思屹, 潘蕙.

古村落旅游可持续性评估的初步研究: 以世界文化遗产地宏村为例

旅游学刊, 2010, 25(1): 17-25.]

[本文引用: 1]

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