摘要
新型工业化作为我国现代化产业体系建设的核心路径,为破解企业碳排放治理难题、推动经济社会发展全面绿色转型提供了重要契机。以新型工业化产业示范基地设立为准自然实验,基于2007—2023年我国沪深A股上市公司面板数据,系统分析新型工业化建设对企业碳排放的治理效能、传导机制及经济后果。研究发现,新型工业化建设对企业碳排放强度具有显著抑制效应,且经一系列稳健性检验后结论依然成立。异质性分析表明,该政策的碳减排效能在ESG表现更优、行业污染属性更强及绿色转型程度更高的企业中更为明显。机制检验表明,新型工业化主要通过促进企业绿色技术创新、强化产能利用率提升、提高环保投资强度三条渠道对企业碳排放形成约束。政策引导下碳减排的经济效应显示,新型工业化在引导企业绿色转型的同时,既带来“生产率缓冲”又实现“风险缓释”,展现出平衡环境与经济目标的双重作用。
The new industrialization,as the core path of China's modern industrial system construction,provides an important opportunity to solve the problem of corporate carbon emission control and promote the comprehensive green transformation of economic and social development.This paper systematically examines the governance efficacy,transmission mechanism and economic consequences of the new industrialization policy on corporate carbon emission based on the panel data of China's A-share listed companies in Shanghai and Shenzhen from 2007 to 2023,quasi-natural experiments based on the establishment of demonstration bases for the new industrialization industry one after another.The study finds that the new industrialization construction has a clear inhibitory effect on the carbon emission intensity of enterprises,and the conclusion still holds after a series of robustness tests,which provides a practical path from the top-level industrial policy to achieve the goal of"dual-carbon".Heterogeneity analysis shows that the carbon reduction effect of the policy is more obvious in enterprises with better ESG performance,stronger industry pollution attributes and higher degree of green transformation.Mechanism tests reveal that the new industrialization imposes constraints on carbon emissions through three main channels:Promoting enterprises'green technological innovation,enhance capacity utilization rates,and enhancing their environmental investment intensity.Further research also evaluates the economic effects of policy-guided carbon emission reduction,and finds that while guiding enterprises to green transformation,new industrialization also provides them with a"productivity buffer"and"risk mitigation"benefits,demonstrating a balance between environmental and economic objectives.This study contributes to a deeper understanding of integrated industrial policy.
作者
吴烨
WU Ye(School of Economics and Management,Yunnan Minzu University,Kunming Yunnan 650031,China)
出处
《技术经济与管理研究》
北大核心
2025年第12期17-24,共8页
Journal of Technical Economics & Management
基金
国家自然科学基金项目“知识冗余与制造企业绿色创新能力提升研究:知识耦合与战略柔性的效应”(72364038)。
关键词
新型工业化建设
企业碳排放
经济效应
技术创新
New industrialization
Corporate carbon emission
Economic effects
Technological innovation
