首页|产业数字化的减污与降碳效应——基于"生产率悖论"的研究视角

产业数字化的减污与降碳效应——基于"生产率悖论"的研究视角

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数字经济在产业绿色化转型过程中发挥了重要作用,探究产业数字化的减污降碳效应和影响机制,具有重要的理论意义和现实意义.本文利用Eora全球供应链数据库提供的中国1991-2008年投入产出表以及匹配的行业环境和能源消费卫星账户,从要素生产效率的视角实证考察了行业数字化投入对碳排放和污染排放产生的影响和作用机制.研究发现,行业数字化投入对碳排放和污染排放均存在非线性影响,这种影响在缓解数字化投入的内生性后仍然成立.机制分析表明,数字化投入对减污降碳的非线性影响主要由数字化投入水平高低和要素生产率高低同时决定.在所考察的样本期内,本文实证结果表明存在数字经济的"生产率悖论",这主要是因为数字化投入早期来源数字基础设施行业的数字化投入边际收益小于边际成本导致,要素生产率与数字化投入呈"U"型关系,而排放量与要素生产率呈倒"U"型关系,样本期内的数字化投入和要素生产率均处于较低水平,数字化投入通过"负负得正"的效应促进了行业减污降碳.此外,异质性分析表明,数字化投入对中高能耗行业、制造业、资源密集型行业以及行业处于较高出口依赖度时具有更强的减污降碳效应,一系列稳健性检验证明了本文结论的稳健性.本文研究内容为对于制定数字经济发展战略服务经济实现高质量发展以及加强绿色供应链管理提供了重要的政策参考.
The impact of industrial digitalization on reducing air pollution and carbon emission:Perspectives from the productivity paradox
Digital economy has played an important role in the process of industrial green trans-formation,which is of great theoretical and practical significance to explore the pollution and carbon dioxide emission reduction effects and impact mechanisms of industrial digitalization.Based on the input-output table of China's between 1991 and 2008 provided by the Eora global supply chain database and the matching industrial environment and energy consumption satel-lite accounts,this paper empirically investigates the possible impact and mechanism of digital investment on carbon dioxide emissions and pollution emissions from the perspective of factor productivity.Empirical results suggest that digital investment has a non-linear effect on carbon dioxide emissions and pollution emissions,which is robust after mitigating the endogenous nature of digital investment.Mechanism analysis shows that the nonlinear relationship between digital investment and pollution reduction and carbon dioxide reduction are driven by the level of digital investment and the industrial factor productivity.During the sample period investigated in this paper,empirical results verify the existence of"productivity paradox"of digital economy,which is mainly because the marginal benefit of digital investment in the digital infrastructure indus-try is less than the marginal cost,and the relationship between factor productivity and digital investment is"U"-shaped,while there is an inverted"U"-shaped relationship between factor pro-ductivity and emissions.The digital investment and factor productivity during the sample period are both at a low level,as a result,digital investment promotes pollution reduction and carbon dioxide reduction of industry through the effect of"negative negative gain positive".Moreover,heterogeneity analysis shows that digital investment has a stronger pollution and carbon dioxide reduction effect on medium and high energy consumption industries,manufacturing industries,resource-based industries,and when the industry is in a higher export dependence,and a series of robustness tests suggest that the conclusions of this paper are robust.The findings of this paper provide an important policy reference for formulating a digital economy development strategy to serve the achievement of high-quality development economy and strengthening green supply chain management.

industrial digitalizationfactor productivityproductivity paradoxinverted-U shape

方颖、余兴锦

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厦门大学经济学院,厦门 361005

厦门大学王亚南经济研究院,厦门 361005

厦门大学邹至庄经济研究院,厦门 361005

产业数字化 要素生产率 生产率悖论 倒"U"型

国家社科基金重大项目

22ZDA051

2024

系统工程理论与实践
中国系统工程学会

系统工程理论与实践

CSTPCDCSSCI北大核心
影响因子:1.575
ISSN:1000-6788
年,卷(期):2024.44(9)