首页|智能化能否带来低碳化——空间清洁溢出与价值链低碳扩散

智能化能否带来低碳化——空间清洁溢出与价值链低碳扩散

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代表生产与服务自动化与智能化的机器人的大规模使用,对全球全产业链的生态环境带来了巨大冲击.文章基于1996-2018年30个国家26个行业的面板数据,研究机器人应用促进碳减排的空间与价值链外部性.实证结果发现:机器人应用不仅降低了本行业的碳排放强度,还存在空间清洁溢出效应与价值链向上低碳传导效应,有效降低周边地区与上游行业的碳排放强度,但上游行业应用机器人后,反而加剧了下游行业碳排放强度.机制检验结果显示,本地区的机器人应用通过促进周边地区同行业的产业聚集推动该行业实现清洁生产,下游的机器人应用能够提高上游创新水平与竞争优势实现上游行业低碳化发展,上游的机器人应用则通过抑制下游行业规模扩张与创新能力提升,使下游陷入"低端锁定"困境,难以实现低碳转型.异质性结果显示,数字化发展水平高、清洁技术先进、高研发资金投入的国家以及低污染、技术密集型制造业的行业能够更有效地接收到机器人应用带来的空间清洁溢出与价值链向上低碳传导效应,且不论如何改变国家与行业分组,上游应用机器人对下游的污染效应始终稳定存在,文章研究为客观评估机器人应用对经济低碳发展的影响提供国际视角的证据.
Can Intelligence Bring Low-carbonization—Spatial Cleaning Spillover and Low-carbon Diffusion on Value Chain
With the continuous development of science and technology,digital technology and artificial intelligence have be-come important development trends in today's world.Industrial robots,as a symbol of artificial intelligence in the context of Industry 4.0,are increasingly penetrating into the industry and bringing huge economic benefits to social development.How-ever,the rapid development of science and technology and economic growth have also brought huge pressure on the environ-ment.The robot policies adopted by most countries generally lack formal environmental assessment.In order to harmoniously coexist between science and technology and nature,it is necessary to correctly assess the impacts caused by the large-scale use of robots.Based on the research ideas of the Internet of Everything,this article is takes geographical space and value chain as the starting point,uses panel data from 26 industries in 30 countries around the world from 1996 to 2018,and com-bines empirical models to study the environmental externalities of industrial robots'horizontal spillover in space and vertical diffusion of value chains,providing a basis for decision-making.Provide policy advice to researchers in formulating a scien-tific and reasonable blueprint for sustainable development.The study finds that the application of robots not only reduces the carbon emission intensity of the industry,but also has a spatial cleaning spillover effect and an upward low-carbon conduction effect in the value chain,effectively reducing the car-bon emission intensity of surrounding areas and upstream industries.However,after the application of robots in upstream in-dustries,it intensifies the carbon emission intensity of downstream industries.The results of the mechanism inspection show that the application of robots in this region promotes the industry's realization of cleaner production by promoting the indus-trial agglomeration of the same industry in surrounding areas.The application of robots in the downstream can improve the level of innovation and competitiveness of the upstream and achieve the low-carbon development of the upstream industry.The application of robots in the upstream may inhibit the expansion of downstream industry scale and improvement of innova-tion capabilities,the downstream industry will fall into the dilemma of"low-end lock-in"and make it difficult to achieve low-carbon transformation.This article examines the positive impact of robot application in reducing carbon emissions,and explores the differences in the emission reduction effect between countries with different levels of digitalization and green development and industries with different factor endowments.The heterogeneous results show that countries with high levels of digital development,ad-vanced clean technologies,and high investment in R&D funds and industries with low pollution and technology-intensive manufacturing industries are better able to receive the space cleaning overflow and upward low-carbon value chain brought by the application of robots.The conduction effect,and no matter how the country and industry grouping are changed,the pol-lution effect of upstream robot application on downstream always exists stably.This study provides evidence from an interna-tional perspective for objectively assessing the impact of robot application on economic low-carbon development.

RobotsIntelligenceLow-CarbonizationSpatial SpilloverValue Chain Diffusion

余壮雄、林嘉雯

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暨南大学产业经济研究院、产业大数据应用与经济决策研究实验室

暨南大学产业经济研究院 邮编:510632

机器人 智能化 低碳化 空间溢出 价值链扩散

国家社会科学基金项目重点项目

22AJY018

2024

南方经济
广东经济学会 广东省社会科学院

南方经济

CSSCICHSSCD北大核心
影响因子:0.925
ISSN:1000-6249
年,卷(期):2024.(7)