Supply-Demand Mismatch of Urban Commercial Land and Its Impact Mechanism in Gansu Province Based on an Explainable Machine Learning Model

As the global urban economy accelerates its transition from an “industrial economy” to a “service economy”, consumption has replaced investment as the core engine driving economic development. Commercial land serves as the physical foundation for consumer activities and plays a vital role in boosting urban economic vitality, enhancing residents’ quality of life, and promoting regional sustainable development when appropriately allocated. This study constructs a technical framework for analyzing the mismatch between commercial land supply and residential consumption demand, along with its impact mechanism, based on the integrated application of the multidisciplinary quantitative models such as the Boston Consulting Group Matrix (BCGM), Exploratory Spatial Data Analysis (ESDA), Decoupling Model (DM), and Explainable Machine Learning (EML). It conducts empirical research across 87 county-level cities in Gansu Province. The findings reveal that commercial land supply and consumption demand exhibit dynamic diversification, with prominent regional disparities and spatial autocorrelation characteristics. Commercial land in Gansu faces a severe mismatch, with demand exceeding supply and supply exceeding demand occurring simultaneously, and the former holding absolute dominance. The formation of mismatched relationships is influenced by many factors, exhibiting significant path nonlinearity, spatial non-stationarity, and relational interactivity. It is suggested that strategies of planning zoning and regional coordination be developed for mismatch governance, and differentiated management measures be implemented based on local conditions. This will provide a scientific basis for commercial territorial space planning and consumption policy design.