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The existing literature explains well how dual urbanization promotes land development and spatial expansion in China, but few studies have examined the emergence of state-led and village-led land development by measuring the urban expansion ratio from the perspective of institutional arrangements. To fill this gap, this study examines the spatial pattern and evolution of urban expansion and then explains the institutional dynamics in evolving different spatial forms of land development in Guangzhou. Among the findings of our research, two important points merit special attention. First, this study examines the emergence of collective-led and state-led development in Chinese cities from the perspective of institutions with the support of empirical evidence from Guangzhou. Herein, urban expansion intensity (UEI) was used to improve urban expansion as an evaluation index of urbanization speed. Second, the present study developed a theoretical framework based on land property rights from an institutional perspective to explain the two forms of land development in the dynamic urbanization process. From a broader theoretical perspective, diverse spatial forms of land development in Chinese cities contribute to the understanding of urban land expansion based on an institutional approach. The policy implication of this study is that the speed of urban expansion will gradually slow with the advancement of new urbanization, and growth in collective land in the urban area will gradually decrease. Land redevelopment policies and regulations should be taken into account for collective land in urban areas, which is necessary for sustainable urban development in China.
