Coal is more expensive in China. So if you're doing something that is reliant on energy and doesn't need to be close to physical supply chains, there is a huge incentive to move to provinces where renewable (cheaper) energy is available.
That depends on the electric grid being disconnected so there's 'wasted' renewable capacity that can't be used in other areas currently serviced by coal thermal plants. Otherwise even with transmission loses it'd be better used transferred to one of the other regions.
