The reasonable spatial layout of industries is crucial to carbon reduction and high-quality economic development. This paper establishes a research paradigm for optimizing the industrial spatial layout and high-quality development in the context of carbon peaking. Based on the perspectives of industrial transfer, the static agglomeration index, dynamic agglomeration index, industrial gradient coefficient, and low-carbon competitiveness index are used to analyze industrial agglomeration, competition status, and low-carbon competitiveness. Taking the Great Bend of the Yellow River (the Bend) as an example, we analyze the current situation in industrial development, guide the orderly transfer of industry, and optimize the spatial layout of industries to achieve high-quality economic development. The results show that resource- and capital-intensive industries have obvious advantages in agglomeration, competitive edge, and low-carbon competitiveness, while labor- and technology-intensive industries have weak advantages. The spatial layout of agglomerated industries was analyzed across four types of factor-intensive industries; these industries are the focus of industrial layout in the Bend. Promising industries were observed in all types of factor-intensive industries except capital-intensive industries, and these industries should be cultivated carefully in all provinces. Scale industries were mainly observed in resource- and capital-intensive industries; these industries should be transformed and upgraded to control the total amount and intensity of carbon emissions. The study’s findings provide a basis for optimizing the spatial layout of industries and reducing carbon emissions through industrial transfer in the context of carbon peaking. The relevant industries should be transformed and upgraded to control the total amount and intensity of carbon emissions.