Global Value Chain Embedding and Low-Carbon Innovation Transition: A Sustainable Development Perspective on Carbon-Intensive Industries
グローバル・バリューチェーン埋め込みと低炭素イノベーション移行：炭素集約産業の持続可能な発展の視点から (AI 翻訳)
Yinfeng Chen, Ying Hu
🤖 gxceed AI 要約
日本語
中国の炭素集約産業の2007-2023年のパネルデータを用い、二重脱バイアス機械学習（DDML）でGVC参加と国内付加価値比率がイノベーションを促進することを実証。中間財輸出の高度化、技術市場活性化、気候政策不確実性の内部化、環境違反開示の整合が媒介経路。成熟資源都市と後方連関産業は学習効果が大きい一方、前方連関産業と非成熟都市は位置づけパラドックスと比較優位のロックインのリスク。SDG9への示唆を提供。
English
Using panel data from China's carbon-intensive industries (2007-2023) and double debiased machine learning, this study shows that GVC participation and domestic content ratio promote low-carbon innovation. Mediation paths include upgrading intermediate export quality, stimulating technology markets, internalizing climate policy uncertainty, and aligning environmental violation disclosure. Mature resource-based cities and backward-linked industries benefit from learning-by-doing, while forward-linked and non-mature cities face positioning paradox and lock-in risks. Provides evidence for SDG9 in developing economies.
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
日本の炭素集約産業（鉄鋼、化学等）がGVC再編とカーボンニュートラルを両立する際、サプライチェーン全体でのイノベーション誘発メカニズムと政策不確実性の内部化が示唆に富む。SSBJ開示やサプライチェーン排出削減の実務に、GVCの質的側面（国内付加価値）の重要性を再認識させる。
In the global GX context
This paper offers rigorous causal evidence on how GVC participation drives low-carbon innovation, relevant to global supply chain decarbonization and climate policy design. It complements ISSB/CSRD disclosure frameworks by highlighting the role of domestic value added and environmental violation disclosure in innovation. Useful for developing economies balancing integration with carbon neutrality.
👥 読者別の含意
🔬研究者:Provides a novel DDML-based causal mediation framework for analyzing GVC and low-carbon innovation, with heterogeneity insights.
🏢実務担当者:Highlights how GVC positioning and domestic content can influence innovation and environmental compliance, informing supply chain strategy.
🏛政策担当者:Suggests that policies promoting GVC upgrading and domestic value added can foster low-carbon innovation, but must address lock-in risks in certain sectors.
📄 Abstract（原文）
The innovation-driven transformation of carbon-intensive industries is central to global climate governance and sustainable industrial specialization. Integrating Global Value Chain (GVC) embedding, external environmental dynamics, and industrial innovation, this study utilizes micro-to-macro extracted panel data from China’s carbon-intensive industries from 2007 to 2023 to construct a double debiased machine learning (DDML) model. We identify a robust innovation-promoting effect driven by both GVC participation and the GVC Domestic Content Ratio (DCR). Employing a causal mediation framework, we reveal that GVC embedding indirectly drives innovation by reshaping four functional dimensions: upgrading intermediate export quality, stimulating technology market activity, internalizing climate policy uncertainty, and aligning environmental violation disclosure. Furthermore, structural heterogeneity tests demonstrate that mature resource-based cities and backward-linked industries benefit substantially from learning-by-doing effects. In contrast, forward-linked industries and non-mature cities face an elevated risk of a positioning paradox and comparative advantage lock-in. This study provides rigorous empirical evidence for advancing SDG 9 in developing economies seeking to reconcile deeper global economic integration with carbon neutrality objectives.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.3390/su18157767first seen 2026-08-02 05:20:13
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