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The Twin Transition: Does Intelligent Manufacturing Crowd Out or Catalyze Green Innovation?

ツイントランジション:インテリジェント製造はグリーンイノベーションを圧迫するか、促進するか? (AI 翻訳)

Xinze Li, Yuhao Liu, J. Gong, K. Y. Fan, Morgan X. Yang

Business Strategy and the Environment📚 査読済 / ジャーナル2026-05-05#政策Origin: CN
DOI: 10.1002/bse.70931
原典: https://doi.org/10.1002/bse.70931

🤖 gxceed AI 要約

日本語

中国のインテリジェント製造実証プロジェクト(IMDP)への参加が、企業のグリーン特許出願を27%増加させ、エネルギー効率向上と排出削減をもたらすことを実証。非国有・資本集約型企業や厳格な環境規制下の企業で効果が顕著。資金制約の緩和、エージェンシーコストの低減、人的資本の高度化がメカニズムとして特定された。

English

This study examines China's Intelligent Manufacturing Demonstration Project (IMDP) and finds that participation boosts green invention patents by 27%, improves energy efficiency, and reduces emissions. Effects are stronger for non-state-owned, capital-intensive firms and those under strict environmental regulations. Mechanisms include eased financing constraints, lower agency costs, and upgraded human capital.

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

日本のGX政策やデジタル化推進策(GXリーグ、DX推進)においても、産業政策と環境目標の連携が重要となる。本論文は、中国の事例から両者の相乗効果の可能性を示唆し、日本企業や政策担当者にとって参考になる。

In the global GX context

This paper provides empirical evidence that digitalization policies can catalyze green innovation, informing the design of industrial policies globally. It aligns with the growing interest in 'twin transition' strategies in the EU, US, and Japan, where digital and environmental goals are increasingly integrated.

👥 読者別の含意

🔬研究者:Provides causal evidence on the complementarity between digitalization and green innovation through a difference-in-differences design, offering insights for further research on policy interactions.

🏢実務担当者:Shows that investing in intelligent manufacturing can enhance green innovation performance, suggesting synergies for corporate sustainability strategies.

🏛政策担当者:Demonstrates how hybrid industrial policies combining digitalization and environmental targets can effectively promote green innovation and energy efficiency.

📄 Abstract(原文)

Firms facing the “twin transition” toward digital transformation and environmental sustainability face a critical resource allocation problem: Do capital‐intensive digital upgrades compete for resources with or catalyze investments in green innovation? We examine this issue within the context of China's Intelligent Manufacturing Demonstration Project (IMDP), a hybrid industrial policy combining digitalization and environmental targets. Using a staggered difference‐in‐differences design with 25,125 firm‐year observations (2010–2022), we find that IMDP participation boosts green invention patent applications by 27%. This innovation is substantive, reflected in enhanced energy efficiency and reduced pollutant emissions, especially among nonstate‐owned and capital‐intensive firms operating under strict environmental regulations. Mechanism analysis suggests that these effects occur through easing financing constraints, lowering agency costs, and upgrading human capital.

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