国有企业的低碳双元战略发展路径——基于上海申通地铁集团的案例研究

Development Route of Low-Carbon Dual Strategy of SOEs——A Case Study on Shanghai Metro Co.,Ltd.

在中国特色社会主义经济制度下,国有企业始终肩负着发展经济和服务社会的双重使命。根据企业所处的行业特点与所承担的业务特征,国有企业很可能面临高耗能的挑战。选取上海申通地铁集团有限公司作为典型案例,基于双元理论探究国有企业低碳双元战略的动态发展路径。研究发现,国有企业的低碳发展首先是将低碳理念融入其“经济—社会”双元目标,形成具有经济属性的成本性和效益性低碳导向,以及具有社会属性的政策性和公益性低碳导向。基于此,国有企业开发低碳双元战略实践,包括具有经济属性的低碳成本管理和低碳业务投资,以及具有社会属性的低碳政策落实和产业低碳引领。此外,知识和资源开发促进了低碳双元战略实践的相互转化,实现了低碳双元战略的协调统一。研究结论既为国有企业低碳发展中的协同辩证关系提供了新的理解,又拓展了双元理论在企业低碳管理领域的应用。

Under the socialist economic system with Chinese characteristics,state-owned enterprises(SOEs) always shoulder the dual mission of developing the economy and serving society.According to the characteristics of the industry in which the enterprise is located and the characteristics of the business undertaken,SOEs are likely to face the challenge of high energy consumption.Taking Shanghai Shentong Metro Co.,Ltd.,as the representative case,it examined the dynamic development path of a low-carbon dual strategy for SOEs based on dual theory.Using the analysis framework of “strategic goal-strategic design-strategic practice”,it reveals that the low-carbon development of SOEs involves integrating low-carbon concepts into their dual goals of “economy-society”.This integration forms the low-carbon orientations that encompasses both cost and benefit orientations for economic goals,as well as policy and public welfare low-carbon orientations for social goals.Consequently,SOEs have developed low-carbon dual strategic practices,including low-carbon cost management and low-carbon business investment(economic attributes),as well as low-carbon policy implementation and industry low-carbon leadership(social attributes).Moreover,the development of knowledge and resources facilitates the transformation of these low-carbon dual strategy practices,ultimately achieving coordination of low-carbon dual strategies.The conclusion not only offers new insights into the synergistic and dialectical relationship in the low-carbon development of SOEs,but also expands the application of dual theory in the field of low-carbon management.