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Artificial Intelligence and Carbon Emissions of Manufacturing Enterprises in China

中国製造業企業における人工知能と炭素排出 (AI 翻訳)

Liqing Huang, Guangfan Sun, Jingjing Zhang

Sustainability📚 査読済 / ジャーナル2026-07-28#エネルギー転換Origin: CN経営インパクト: コスト削減対象セクター: manufacturing
DOI: 10.3390/su18157645
原典: https://doi.org/10.3390/su18157645

🤖 gxceed AI 要約

日本語

本論文は、中国の製造業企業におけるAI導入と炭素排出の関係を実証分析。AIの1単位増加が炭素排出強度を平均0.009単位低下させることを発見。AIは企業のグリーンイノベーション、全要素生産性、アナリスト監督を促進することで排出削減に寄与。国有企業、汚染企業、資金制約のある企業で効果が顕著。

English

This empirical study examines the effect of AI adoption on carbon emissions in Chinese manufacturing firms. A one-unit increase in AI reduces carbon emission intensity by 0.009 units on average. The mechanism operates through enhanced green innovation, total factor productivity, and analyst supervision. The effect is stronger in state-owned, polluting, and financially constrained enterprises.

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

中国の製造業を対象とした研究だが、AIによる炭素排出削減メカニズムは日本の製造業にも示唆を与える。特に、グリーンイノベーションや生産性向上を通じた排出低減は、日本のGX戦略(グリーン成長戦略)や中小企業の脱炭素支援策に応用可能。

In the global GX context

This paper offers robust empirical evidence from China that AI can be a tool for industrial decarbonization. As global supply chains face pressure to reduce emissions, the findings support policies encouraging AI adoption in manufacturing, complementing TCFD/ISSB disclosure frameworks that require emissions reduction strategies.

👥 読者別の含意

🔬研究者:Provides causal evidence on AI's carbon reduction effect in manufacturing, with heterogeneity analysis useful for future studies.

🏢実務担当者:Suggests that investing in AI can lower carbon intensity, potentially reducing compliance costs and improving ESG performance.

🏛政策担当者:Highlights the role of AI in balancing industrialization and climate goals, offering a policy lever for developing countries.

📄 Abstract(原文)

We examine the relationship between artificial intelligence application and carbon emissions of Chinese manufacturing enterprises. We find that artificial intelligence can suppress the carbon emission intensity of manufacturing enterprises. A one-unit increase in AI leads to an average decline of 0.009 units in carbon emission intensity. Specifically, artificial intelligence boosts corporate green innovation, total factor productivity and analyst supervision among manufacturing enterprises, thereby curbing their corporate carbon emission intensity. Heterogeneity analysis indicates that the inhibitory effect of artificial intelligence is more significant in state-owned enterprises, polluting enterprises, and enterprises with financing constraints. Overall, we offer policy implications for developing countries to balance industrialization progress and climate responsibilities.

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