碳排放权、碳资本与企业碳竞争优势培育

Carbon Emission Right,Carbon Capital and Cultivation of Corporate Carbon Competitive Edge

碳排放权交易的推出,使得企业的碳排放权资源成为一种资本,世界正在进入碳资本时代。碳资本时代给企业的竞争优势源泉带来了颠覆性影响。综合竞争优势理论的产业基础观、资源基础观和新制度主义观,分析了碳资本时代对企业竞争优势的双向影响,提出了碳竞争优势的概念,研究了产业先见、碳排放价值链以及碳资本市场对企业获取碳竞争优势的影响机理,提出了培育碳竞争优势的措施。

The introduction of carbon emission trading tranforms carbon emission into a capital as the world steps into a new era of carbon capital, which has overwhelming impacts on the sources of competitive edge of enterprises. Based on the combination of the industry-based view, the resource-based view, and the new institutionalism in the theory of competitive advantage, this article analyzes both positive and negative influences of the era of carbon capital on enterprises＇ competitive advantage, puts forward the concept of competitive edge of carbon, and then studies the mechanisms of the industry foresight, value chain of carbon emission and carbon capital market which affect enterprises＇ acquisition of the competitive edge of carbon. Measures are proposed for cultivation of the competitive edge of carbon. This work is supported by the Research Foundation of Shanghai Dianji University （07XKJ02）.