工业数字化转型的碳减排效应研究——来自中国行业的经验证据

摘要以2000—2018年中国工业各行业为研究对象,探究了工业数字化转型对碳排放的影响及作用机制。结果表明:中国工业数字化转型能够显著促进碳减排,在进行稳健性检验和内生性检验后结论依然成立。机制检验显示,工业数字化转型能够发挥效率提升效应与合作协同效应,通过提高能源使用效率与加强供应链上下游企业合作,进而降低碳排放。异质性分析发现,工业数字化转型的碳减排效应具有行业和区域异质性,低耗能、低排放行业数字化转型与碳排放表现为显著负向线性关系,高耗能、高排放行业数字化转型与碳排放呈现倒U形的非线性关系,东部地区工业数字化转型对碳减排的促进作用要明显高于其他地区,且数字减排效果呈现东部地区→中部地区→西部地区→东北地区递减态势。因此,应着力推动工业生产过程数字技术应用,行业间排放数据共享与传递,建立效率提升与合作协同机制,分阶段、分区域推进工业尤其是高耗能工业的数字化转型进程,为有序实现碳中和提供数字助力。

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	雷玉桃
	彭文祥
	张萱

关键词：工业数字化转型碳排放能源使用效率企业协同

Abstract： Taking various industries of Chinese industry from 2000 to 2018 as the research object, this paper explores the influence and mechanism of industrial digital transformation on carbon emissions. The results indicate that industrial digital transformation in China can significantly promote carbon emission reduction, and this conclusion still holds after conducting robustness checks and endogenous tests. The mechanism test shows that the industrial digital transformation can exert the efficiency improvement effect and cooperation synergy effect, and promote carbon emission reduction by improving energy use efficiency and strengthening cooperation between upstream and downstream enterprises in the supply chain. Heterogeneity analysis reveals that the carbon reduction effect of industrial digital transformation exhibits industry and regional heterogeneity. In low-energy and low-emission industries, digital transformation shows a significant negative linear relationship with carbon emissions. In high-energy and high-emission industries, digital transformation exhibits a non-linear relationship with carbon emissions in the form of an inverted U shape. The promotion effect of digital transformation on carbon emission reduction is significantly higher in the eastern region compared to other regions, and the digital emission reduction effect shows a decreasing trend from the eastern region to the central region, the western region, and the northeast region. Therefore, we should strive to promote the application of digital technologies in industrial production processes, promote the sharing and transmission of emission data among industries, and establish mechanisms for efficiency improvement and cooperative synergy. The digital transformation process of industries, especially high-energy industries, should be phased and implemented in different regions, providing digital assistance for the orderly achievement of carbon neutrality.

Keywords： Industry Digital Transformation Carbon Dioxide Emission Energy Efficiency Enterprise Collaboration

收稿日期 2023-06-06; 接受日期 ;

基金资助:国家社会科学基金项目(23BJY055);广东省自然科学基金项目(2022A1515010672);广州市哲学社科规划2023年度课题(2023GZYB10)

通讯作者 彭文祥(1996— ),男,广西柳州人,博士研究生,主要从事制造业数字化、低碳化协同转型研究.

作者简介: 雷玉桃(1976— ),女,重庆人,博士,教授,博士生导师,主要从事绿色经济与制造业转型发展研究;张萱(1997— ),女,山西大同人,博士研究生,主要从事碳排放权交易市场研究。

引用本文:

雷玉桃, 彭文祥, 张萱.工业数字化转型的碳减排效应研究——来自中国行业的经验证据[J]. 经济经纬, 2024,1: 97-109

LEI Yutao, PENG Wenxiang, ZHANG Xuan.A Study on the Carbon Emlssion Reduction Effect of Industrial Digitization Transformation: Empirical Evidence from Chinese Industry[J] Economic Survey, 2024,V41(1): 97-109

链接本文:

http://www.jjjw.org.cn/CN/ 或 http://www.jjjw.org.cn/CN/Y2024/V41/I1/97

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