Research on the Path and Performance of Green Transformation of Power Enterprises Under the "Dual Carbon" Goals
「ダブルカーボン」目標下における電力企業のグリーン転換の道筋と性能に関する研究 (AI 翻訳)
Ying Guo, Lijun Tian
🤖 gxceed AI 要約
日本語
中国の「ダブルカーボン」目標下で、電力企業のグリーン転換の道筋と性能を、上海電力の事例を用いて分析。内部・外部の転換要因を整理し、ユニット改修、再生可能エネルギー拡大、産業チェーン延伸、デジタル低炭素イノベーション、市場ベースの支援を含む統合システムを構築。財務・環境・社会の三次元性能フレームワークを提案し、長期的な企業価値向上と環境コスト削減を実証した。
English
Under China's dual carbon goals, this paper analyzes the path and performance of green transformation in power enterprises using Shanghai Electric Power as a case. It identifies internal and external drivers, constructs an integrated system covering unit retrofits, renewable expansion, industrial chain extension, digital low-carbon innovation, and market-based support, and proposes a three-dimensional performance framework (financial, environmental, social). Empirical analysis shows that while heavy capital outlays cause short-term profit pressure, transformation optimizes business portfolios, cuts environmental costs, and boosts long-term corporate value.
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
中国の電力企業のグリーン転換事例は、日本の電力自由化や再エネ導入政策と比較する上で参考になる。特に、段階的転換アプローチや統合的な性能評価枠組みは、日本の電力会社がSSBJ対応や統合報告書で開示する際の示唆を与える。
In the global GX context
This Chinese case study on power enterprise green transformation offers insights for global readers on progressive transition strategies in emerging economies. Its integrated performance framework (financial, environmental, social) aligns with TCFD/ISSB disclosure trends, providing a practical example for thermal power firms navigating transition finance and climate disclosure.
👥 読者別の含意
🔬研究者:Provides an empirical framework for assessing green transformation performance in energy-intensive firms, useful for comparative studies.
🏢実務担当者:Offers a structured approach to planning and evaluating low-carbon transitions for power utilities, including performance metrics.
🏛政策担当者:Highlights the need for progressive, categorized transition policies in industrializing economies, balancing short-term costs with long-term gains.
📄 Abstract（原文）
The dual carbon strategy has reshaped China’s industrial development logic, rendering green transformation an inevitable choice for energy-intensive firms pursuing high-quality sustainable growth. Given China’s ongoing industrialization, large-scale legacy power assets and rising electricity demand, radical carbon reduction models adopted by Western economies are infeasible; a progressive categorized transition approach is more suitable. Taking Shanghai Electric Power as a representative integrated energy enterprise, this paper draws on transaction cost, categorized governance and triple bottom line theories. It distinguishes internal and external transformation drivers, constructs an integrated system covering unit retrofits, renewable energy expansion, industrial chain extension, digital low-carbon innovation and market-based support, and establishes a three-dimensional performance framework encompassing finance, environment and society. Empirical analysis based on the firm’s long-term operational data reveals that policy-market constraints and internal operational upgrades jointly fuel low-carbon reform. While heavy capital outlays trigger short-term profit pressures, transformation optimizes business portfolios, cuts environmental costs and boosts corporate value in the long run. Relevant findings offer practical references for the low-carbon upgrading of peer thermal power enterprises.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.54097/cnrp8d15first seen 2026-08-16 05:09:08
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