北京师范大学经济与工商管理学院,北京 100875
F272/F421
本文受国家社科基金重点项目“工业智能化应用对我国贸易高质量发展的影响研究”(项目编号:22AJL012)和国家社科基金一般项目“全国统一大市场推动‘双循环’新发展格局的双重逻辑与路径选择”(项目编号:23BJY247)的资助
Business School, Beijing Normal University, Beijing 100875 , China
企业绿色化转型是“双碳”目标下推进经济发展方式绿色化变革的关键抓手,在数字贸易新业态持续发力的背景下,如何为企业绿色化转型探寻数字契机成为题中之义。 本文基于 2001 ~ 2022 年中国上市公司数据,实证考察数字贸易对企业绿色化转型的影响及作用机制。研究发现:数字贸易发展能有效驱动企业绿色化转型,并且这种效应受到环境规制的正向影响。机制分析发现:数字贸易通过降低企业成本和垄断水平推动企业绿色化转型;垄断水平降低效应是数字技术赋能企业高效运行的良性结果。 异质性分析发现:数字贸易发展对高研发密集型制造业、劳动密集型企业、资本密集型企业的绿色化转型具有明显的促进效应。基于市场整合程度的考察发现,相对于市场分割,市场整合程度越高对推进企业绿色化转型越有利,但产业过度集聚则不利于企业绿色化转型。推动企业绿色化转型,要以龙头企业为抓手,加快数字技术研发, 推动数字贸易发展,持续破除市场壁垒,有效推进市场整合。
Digital transformation of enterprises toward greener development is a critical lever for advancing a low‐carbon economic paradigm under the dual‐carbon mandate. Against the backdrop of sustained growth in emerging digital‐trade models, identifying digital opportunities to facilitate corporate green transformation has become a central concern. This study employs panel data from Chinese publicly listed firms spanning 2001–2022 to empirically examine the impact of digital trade on corporate green transformation and to elucidate the underlying mechanisms. Our fi ndings indicate that the expansion of digital trade signifi cantly accelerates fi rms’ green‐transformation processes, and this eff ect is amplifi ed in the presence of stringent environmental‐ regulatory policies. Mechanism analysis reveals two principal channels through which digital trade promotes green transformation: namely, cost reduction and diminished market power. In particular, the attenuation of firms’ monopoly power reflects a virtuous outcome stemming from digital technologies’ enabling of more effi cient operations. Heterogeneity tests further demonstrate that the positive impact of digital trade on green transformation is especially pronounced for manufacturing fi rms characterized by high R&D intensity, as well as those in labor‐and capital‐intensive sectors. An investigation into market integration underscores that, relative to segmented markets, higher degrees of market integration more eff ectively foster corporate green transformation; however, excessive industry agglomeration may impede this process. This analysis off ers a digital‐trade-oriented pathway for promoting corporate green transformation and provides policy implications, such as the accelerated development of digital technologies to support the attainment of dual‐carbon objectives.
赵春明,杨宏举.“碳路”的数字契机:数字贸易与企业绿色化转型[J].上海对外经贸大学学报,2025,32(4):5-21.
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