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市域尺度上市企业数字化转型演变及对碳排放影响

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文章借助中国A股上市公司数据,利用数字化转型相关词频总和、数字资产占无形资产比重衡量企业数字化转型,运用Dagum基尼系数和空间杜宾模型等揭示了其时空特征及对城市碳排放量的作用机理.研究发现:①城市企业数字化转型整体稳步发展,数字化转型相关词频总和从2011年的0.563万次增加至2021年的3.342万次,数字资产占无形资产比重相应从2.60%提升至4.64%.②胡焕庸线东部地区数字化转型水平高于西部地区,区域之间差距明显大于区域内部差距,其中西部地区内部差异最大.总体差异呈现减小趋势,空间集聚效应较弱但不断提升,加速向京津冀、长三角、珠三角等城市群集聚.③企业数字化转型对城市碳排放量存在显著抑制作用和空间溢出效应,主要通过企业内部与产业融合两个方面实现结构优化、资源整合、效率提升、效益增加和碳排减少,不同地区、不同经济聚集区域的碳减排效应具有异质性.文章从数字技术应用、适宜转型方式、长效激励机制、区域协调发展等方面提出对策建议,对促进数字化转型及降碳效应具有一定的借鉴参考意义.
Evolution of Digital Transformation of Listed Companies at the Prefecture Level and Its Impact on Carbon Emissions
Based on the data of Chinese A-share listed companies,this paper measures enterprise digital transformation by using the total number of digital transformation-related word frequencies of enterprise and the proportion of digital assets in intangible assets,and analyzes its spatiotemporal characteristics as well as its impact on carbon emissions applying the Dagum's Gini coefficient and the spatial Durbin model.The study finds that:1)The digital transformation of urban enterprises has been developing steadily,with the total number of digital transformation-related word frequencies increasing from 5630 times in 2011 to 33420 times in 2021,and the proportion of digital assets increasing from 2.60% to 4.64% .2)Digital transformation level is higher in the eastern region of the Hu Line than that in the western region of the Hu Line,and the gap between regions is significantly larger than the gap within regions,of which the difference within the western region is the largest,and the overall difference shows a decreasing trend.The spatial agglomeration effect is weak but rising,accelerating the spatial agglomeration phenomenon in Beijing-Tianjin-Hebei,Yangtze River Delta and Pearl River Delta and other urban agglomerations.3)Digital transformation of enterprises has significant inhibition and spatial spillover effects on urban carbon emissions,mainly through the two aspects of enterprise internal and industrial integration,to achieve structural optimization,resource integration,efficiency enhancement,benefit increase and carbon emission reduction.The carbon emission reduction effect in different regions and different economic agglomeration areas is characterized by heterogeneity.This paper puts forward countermeasures and suggestions in terms of application of digital technology,appropriate transformation methods,long-term incentive mechanism,and coordinated regional development,which are useful references for promoting enterprise digital transformation and its carbon emission reduction effect.

listed companiesdigital transformationtext datacarbon emission

张悦、来逢波、程钰

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山东师范大学 地理与环境学院,中国 山东 济南 250358

潍坊学院 经济管理学院,中国 山东 潍坊 261061

上市企业 数字化转型 文本数据 碳排放

国家自然科学基金项目

42371194

2024

经济地理
中国地理学会 湖南省经济地理研究所

经济地理

CSTPCDCSSCICHSSCD北大核心
影响因子:2.575
ISSN:1000-8462
年,卷(期):2024.44(5)