摘要
提升出口产品技术复杂度是高质量发展的应有之义。而绿色低碳转型与高质量发展具有内在统一性,需以系统性观念统筹推进。文章基于波特假说构建理论框架,详细解析“低碳城市”政策影响出口产品技术复杂度的理论机制。文章基于中国工业企业数据库、海关贸易数据库和专利数据库,通过多期双重差分模型,从企业层面实证分析了“低碳城市”政策对出口产品技术复杂度的影响。研究发现,“低碳城市”政策提高了出口产品技术复杂度,该结论经过稳健性检验后依然成立。机制分析揭示,环境治理和创新激励是主要作用渠道。拓展性分析表明,减排容忍度是影响政策效果的重要因素。异质性分析说明,从管理体制看,属于主动扩散模式城市的企业出口产品技术复杂度提升效果更好,不存在同伴政策压力的城市也是如此;从官员特征看,任期短、年龄小的官员政策执行效果更好;从企业特征看,“低碳城市”政策效果在非高碳排放行业企业和劳动密集型企业中更显著。文章的经验证据也从城市层面得到了证实。文章不仅为中央经济工作会议提出的“稳中求进,先立后破”策略提供了有力的实证支撑,也为“双碳”目标背景下提升出口产品技术复杂度增添了政策启示。
Enhancing the technological complexity of export products is a fundamental requirement for high-quality economic development.The green and low-carbon transition is intrinsically aligned with high-quality development and must be advanced through a holistic and systematic approach.Grounded in the Porter Hypothesis,this study constructs a theoretical framework to thoroughly examine the mechanisms through which the"low-carbon city"policy influences the technological complexity of export products.Drawing upon the Chinese Industrial Enterprise Database,the Customs Trade Database,and the Patent Database,this study utilizes a multi-period difference-in-differences(DID)model to empirically examine the influence of the"low-carbon city"policy on the technological sophistication of export products from a firm-level perspective.Our findings indicate that the"low-carbon city"policy enhances the technological complexity of export products,a conclusion that is robust across various sensitivity analyses.Mechanism analysis reveals that environmental governance and innovation incentives are the primary pathways through which the policy exerts its influence.Further analysis suggests that the tolerance for emissions reduction is a critical factor affecting policy effectiveness.Heterogeneity analysis shows that the impact of the policy varies across different contexts.Specifically,cities that adopt a proactive diffusion model and those without peer policy pressure exhibit more pronounced improvements in the technological complexity of export products.Regarding the characteristics of local officials,shorter tenure and younger age are associated with better policy implementation outcomes.From a firm-level perspective,the policy's effect is more significant in lowcarbon industry firms and labor-intensive firms.At the macro-level of cities,our empirical evidence consistently supports the above conclusions.This study not only provides strong empirical support for the strategy of"seeking progress while maintaining stability"as proposed by the Central Economic Work Conference but also offers valuable policy insights for enhancing the technological complexity of export products under the"dual carbon"goals.
作者
李基成
李瑞
张宗斌
LI Jicheng;LI Rui;ZHANG Zongbin
出处
《世界经济研究》
北大核心
2025年第4期104-118,M0004,共16页
World Economy Studies
基金
国家社会科学基金项目“双向FDI协同提升产业链现代化水平的作用机制与优化路径研究”(项目编号:21BJL107)的阶段性成果。
