制造业数字化转型能否降低出口隐含碳强度

Does Digital Transformation of Manufacturing Reduce the Embodied Carbon Intensity on Exports

制造业数字化转型为绿色低碳经济发展提供了契机。文章聚焦制造业出口隐含碳强度,通过数理建模分析了制造业数字化转型对出口隐含碳强度的作用机制,并且基于跨国(地区)行业面板数据对制造业数字化转型影响出口隐含碳强度的效应及作用机制进行了检验。研究结果表明:制造业数字化转型能够降低出口隐含碳强度;制造业数字化转型产生的技术水平提升效应能显著降低出口隐含碳强度,而规模效应和能源结构效应则存在明显的倒U型中介作用;进一步的非线性关系检验表明,制造业数字化转型与出口隐含碳强度之间呈现倒U型关系;异质性分析表明,加强经济体数字基础设施建设,增加制造业数字服务投入均能对降低出口隐含碳强度产生突出的作用,同时发达经济体的制造业数字化转型、高耗能制造业和中低技术制造业数字化转型对出口隐含碳强度的降低作用更大,这对中国协同出口贸易和低碳发展具有重要的政策启示。

Digital transformation of manufacturing industry brings opportunities for low-carbon economy.This paper constructs a theoretical mechanism model about the digital transformation to the embodied carbon exports,also tests the mechanism and effect mathematically by using multinational industry data.The results show that the digital transformation lowers the embodied carbon intensity with the mechanism that technical progress produced by the digital transformation lowers the carbon intensity,meanwhile scale and energy structure take inverted U-shaped mediation effects.In addition,the inverted U-shape also shows up between the digital transformation and the embodied carbon intensity.Heterogeneity research finds that both digital infrastructure construction and digital manufacturing service investments take prominent roles in reducing the carbon.The digital transformation in developed economies,high energy consuming and low or medium tech manufacturing industries take greater effects to the reduction.