我国制造业数字化转型的碳减排效应研究

A study on the effect of digital transformation of manufacturing industry on carbon emission reduction in China

以我国沪深A股制造业上市公司2013-2022年的面板数据为样本,构建固定效应模型、中介效应模型,实证检验制造业数字化转型的碳减排效应。研究结果表明:制造业数字化转型显著减少碳排放;制造业数字化转型通过促进绿色技术创新、优化能源结构等路径促进碳减排;制造业数字化转型的碳减排效应存在行业异质性,要素密集度不同的制造业企业数字化转型的碳减排效应不同,技术密集型制造业企业数字化转型的碳减排效应最强;发展新质生产力能够强化制造业数字化转型的碳减排效应。基于此,提出分类推动制造业数字化转型、强化企业绿色技术创新主体地位、加快能源结构调整、加快培育新质生产力等政策建议,以助力“双碳”目标的实现。

Based on the data of listed manufacturing companies in China from 2013 to 2022,this paper empirically tests the carbon emission reduction effect of digital transformation in manufacturing industry.The empirical results show that the digital transformation of China′s manufacturing industry can significantly reduce carbon emissions.Further,this paper uses the intermediary effect model to test the effect of the digital transformation of manufacturing industry on carbon emission reduction through the paths of promoting green technology innovation and improving energy structure.Heterogeneity test results show that,due to the difference of factor intensity,the carbon emission reduction effect of digital transformation in manufacturing industry is also different.The carbon emission effect of digital transformation in technology-intensive industries is the strongest.The moderating effect test result shows that the development of new quality productivity can enhance the carbon reduction effect of digital transformation in manufacturing industry.According to the results,it puts forward policy suggestions such as promoting the digital transformation of traditional manufacturing industry,strengthening the main position of enterprises′green technology innovation,accelerating the adjustment of energy structure,and advancing the cultivation of new quality productivity,so as to help achieve the"dual carbon"goal.