摘要
低碳技术创新是贸易绿色化发展过程中不可或缺的一环,出口企业在全球价值链参与的过程中抓住数字机遇强化低碳技术创新是顺应时代发展的重要实践。本研究将数字化分工、传统分工价值链纳入统一的生产分解模型,直观地测算出价值链数字化水平,并采用2000—2020年中国A股出口上市公司数据,实证检验了价值链数字化对出口企业低碳技术创新的影响及其作用机制。研究发现:第一,价值链数字化发展有利于促进出口企业的低碳技术创新,且该影响在国有企业和资产规模较大的企业、高能耗和环境规制程度高的行业以及沿海地区中的作用更强;第二,机制分析表明,价值链数字化不仅从信息协同水平提升、信息处理能力增强、信息披露质量提高等方面缓解了企业间的信息不对称问题,而且通过企业商业信用增强、银企关系优化等维度改善了出口企业的融资渠道,两者共同促进了出口企业的低碳技术创新;第三,从双循环视角分解价值链数字化来源发现,数字交互循环和数字国内循环对出口企业低碳技术创新活动的促进作用具有递减效应,而数字国外循环无显著影响。在贸易绿色化发展以及外部不确定性冲击的双重背景下,本文从价值链数字化转型视角为出口企业的绿色低碳转型提供了有益参考。
Low-carbon technology innovation is an indispensable component of trade greening.For exporting firms,seizing digital opportunities during participation in global value chains to strengthen low-carbon technology innovation is an important practice that aligns with the times.This study incorporates value-chain digital specialization and traditional specialization into a unified production-decomposition framework to directly measure the degree of value-chain digitalization,and employs panel data on Chinese A-share exporting listed companies from 2000—2020 to empirically examine the impact of value-chain digitalization on firms’low-carbon technology innovation and its mechanisms.The findings are as follows.First,value-chain digitalization facilitates exporters’low-carbon technology innovation,and this effect is stronger in stateowned enterprises,large-scale enterprises,high-energy-consuming industries,industries with high environmental regulation intensity,and coastal areas.Second,the value-chain digitalization not only alleviates interfirm information asymmetry through improved information coordination,stronger information-processing capacity,and higher disclosure quality,but also enhances financing channels by strengthening commercial credit and optimizing bank-firm relationships,thereby supporting low-carbon innovation.Third,decomposing the sources of value-chain digitalization from a dual-circulation perspective indicates that the digital interaction circulation and digital domestic circulation exhibit diminishing effects on low-carbon innovation,whereas the digital external circulation has no significant impact.Against the dual backdrop of trade greening and external uncertainty shocks,the study provides useful insights for exporters’green and low-carbon transformation from the perspective of value-chain digitalization.
作者
李小平
姚子佳
徐志鹏
LI Xiao-ping;YAO Zi-jia;XU Zhi-peng
出处
《中国地质大学学报(社会科学版)》
北大核心
2025年第6期59-72,共14页
Journal of China University of Geosciences(Social Sciences Edition)
基金
国家社会科学基金重大项目“全球制造业发展态势及对我国的影响分析”(24&ZD059)
国家哲学社会科学项目“价值链数字化与中国制造业出口转型”(22VRC148)
中央高校基本科研业务费专项资金资助“一带一路区域价值链构建与中国产业转型升级研究”(2722023AL001)。
关键词
价值链数字化
低碳技术创新
出口企业
国内国际双循环
digital global value chains
low-carbon technology innovation
export firms
dual circulation of domestic and international markets
