An Exploration of Export Green Upgrading Paths from the Perspective of Policy Shocks and Carbon Trading
政策ショックと炭素取引の視点からみる輸出グリーンアップグレードの道筋の探求 (AI 翻訳)
Zihao Xie
🤖 gxceed AI 要約
日本語
本論文は、EU炭素国境調整メカニズム（CBAM）や中国国内炭素市場の政策ショックが中国輸出産業に与える影響を分析し、輸出グリーンアップグレードの5つの方向性（制度連携、市場最適化、技術開発、サプライチェーン協調、国際ルール参加）を提案する。CBAMの2026年実施を見据え、高炭素製品のコスト増加や再生可能エネルギー輸出の成長を踏まえた実践的示唆を提供する。
English
This paper analyzes the impact of policy shocks, including the EU Carbon Border Adjustment Mechanism (CBAM) and China's domestic carbon market, on China's export industry. It proposes five green upgrading paths: institutional coordination, market optimization, technological R&D, supply chain collaboration, and participation in international rule-making. The study uses public data to highlight cost increases for high-carbon products and the growth of renewable energy exports, offering practical insights for exporters and regulators.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
本論文は中国輸出産業を対象としているが、CBAMによる国際的な炭素国境調整の影響や国内炭素市場との連動を分析しており、日本企業の輸出戦略や政策対応にも示唆を与える。特に、日本でも2026年以降のCBAM適用が予想されるため、炭素価格と貿易政策の連関を考える上で参考となる。
In the global GX context
This paper provides an empirical analysis of how CBAM and domestic carbon markets interact, relevant for any country exporting to the EU. It offers policy recommendations for coordinating carbon pricing with trade policies, which is a key global GX issue as carbon border adjustments expand.
👥 読者別の含意
🔬研究者:The paper provides an empirical framework linking policy shocks, carbon trading, and export upgrading, useful for studying carbon border adjustments and trade policy.
🏢実務担当者:Exporters can learn about specific transformation directions to mitigate CBAM's cost impact, including energy retrofits and supply chain collaboration.
🏛政策担当者:The analysis offers insights on coordinating domestic carbon markets with international border measures, relevant for designing supportive policies.
📄 Abstract（原文）
Amid the ongoing reform of global climate governance, green trade barriers have been tightening worldwide. The combination of overseas carbon border control measures and domestic carbon trading systems has profoundly changed the development pattern of China's foreign trade, and low-carbon development has become the mainstream trend for the export industry. This article conducts research from the perspectives of policy shocks and carbon trading, integrating public data from the Ministry of Ecology and Environment, the General Administration of Customs, and the European Commission for analysis. The EU Carbon Border Adjustment Mechanism (CBAM) will be officially implemented in 2026, covering six high-carbon categories such as steel and aluminum, directly raising the overall operating costs of similar domestic export commodities. In 2024, China’s domestic carbon market achieved steady trading growth, and the carbon pricing system guided enterprises to conduct energy-saving retrofits. In the same period, the export of domestic wind turbines increased by 71.9% year-on-year, and the export volume of photovoltaic products exceeded 200 billion yuan for four consecutive years. As global demand for green products continues to rise, this paper puts forward five transformation directions based on industrial realities: institutional coordination, market optimization, technological R&D, supply chain collaboration, and participation in international rule making. These findings help exporters avert green trade risks and maintain market shares, while offering practical insights for regulators to improve supporting policies.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.54097/yk6p8293first seen 2026-07-09 05:13:09
🔔 こうした論文の新着を逃したくない方は キーワードアラート に登録（無料・3キーワードまで）。
gxceed は公開メタデータに基づく研究支援データセットです。要約・翻訳・解説は AI 支援で生成されています。 最終的な解釈・検証は利用者が原典資料に基づいて行うことを前提とします。