カーボンニュートラル文脈におけるエネルギー集約型産業の転換・高度化の経済効果
Economic effects of the transformation and upgrading of energy-intensive industries in the context of carbon neutrality (原題)
Juntao Peng
🤖 gxceed AI 要約
日本語
中国の鉄鋼・化学・建材・非鉄などエネルギー集約型産業の転換・高度化がもたらす経済効果を、産業経済学とグリーン成長理論に基づき分析。技術革新・要素配分・産業構造転換の3経路を特定し、グリーン全要素生産性の向上やバリューチェーン上の地位向上をもたらす一方、短期では転換コスト増や雇用減少、地域調整圧力が生じると指摘。差別化産業政策、グリーンファイナンス、技術革新体系、地域間連携の4視点から最適化策を提示する。
English
This study analyzes the economic effects of transforming China's energy-intensive industries (steel, chemicals, building materials, non-ferrous metals) under carbon neutrality. It identifies three transmission mechanisms—technological innovation, factor allocation, and industrial restructuring—showing gains in green total factor productivity and value-chain position, but short-term cost, employment, and regional adjustment pressures. It proposes strategies across differentiated industrial policy, green finance, innovation systems, and regional coordination.
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
中国の高排出産業転換は、日本の鉄鋼・化学・素材産業が直面するGX投資判断やカーボンニュートラル政策設計と共通課題が多い。特にグリーンファイナンスや地域間調整の論点は、SSBJ・有報での移行計画開示や産業競争力維持を検討する日本企業・政策当局にとって参照価値がある。
In the global GX context
While focused on China, this paper speaks to global transition-finance and industrial-decarbonization debates (TCFD/ISSB transition plans, CBAM-exposed sectors). Its framing of short-term cost vs. long-term productivity gains is relevant to hard-to-abate sectors worldwide and to disclosure of transition risks and opportunities.
👥 読者別の含意
🔬研究者:高排出産業の転換経路と経済効果を整理した枠組みは、移行経済学やグリーン生産性研究の比較分析に有用。
🏢実務担当者:鉄鋼・化学・素材企業のGX戦略立案やグリーンファイナンス活用、移行計画開示の検討に示唆を与える。
🏛政策担当者:差別化産業政策と地域間調整の設計は、産業移行支援策やカーボンプライシング併用策の検討に参考となる。
📄 Abstract（原文）
Against the backdrop of global carbon neutrality governance and China's continued implementation of its carbon peaking and carbon neutrality strategy, energy-intensive industries, including iron and steel, chemicals, building materials, and non-ferrous metals, are major sources of industrial carbon emissions. Their transformation and upgrading are closely linked to the achievement of emission reduction targets and have significant economic implications for macroeconomic performance, industrial restructuring, and the economic efficiency of individual enterprises. Based on industrial economics and green growth theory, this study reviews the current state of transformation in China's energy-intensive industries and analyzes the series of positive and negative economic effects arising from their transformation and upgrading. It identifies three transmission mechanisms: technological innovation, factor allocation, and industrial restructuring—and examines practical challenges emerging during the transformation process, including cost pressures, technological constraints, and imbalanced regional development. The findings show that, driven by carbon neutrality goals, the transformation of energy-intensive industries can improve green total factor productivity, enhance their position in the industrial value chain, and foster new green business models. In the short term, however, it may also lead to higher transformation costs for enterprises, a decline in some traditional jobs, and economic adjustment pressures in certain regions. Accordingly, this study proposes optimization strategies from four perspectives: differentiated industrial policies, green finance, the development of a technological innovation system, and coordinated regional development. The aim is to reconcile carbon reduction constraints with high-quality economic growth and provide theoretical guidance and practical approaches for the smooth transition of energy-intensive industries.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.54254/2977-5701/2026.37348first seen 2026-09-25 04:41:28
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