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The Driving Effect of Provincial Dual-Carbon Policy Mix on Green Transition — A Case Study on the Pathways of Corporate Business Model Reconfiguration

省レベル二重炭素政策ミックスがグリーン転換に与える促進効果—企業ビジネスモデル再構築の経路に関するケーススタディ (AI 翻訳)

Yalin Huang

Advances in Economics Management and Political Sciences📚 査読済 / ジャーナル2026-04-13#政策Origin: CN
DOI: 10.54254/2754-1169/2026.bl32729
原典: https://doi.org/10.54254/2754-1169/2026.bl32729
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🤖 gxceed AI 要約

日本語

本研究は、中国の省レベルでの二重炭素政策ミックス(規制、市場インセンティブ、イノベーション支援)が企業のグリーン転換を促進するメカニズムを、3社のケース比較を通じて分析。規制政策はプロセス最適化、イノベーション政策は価値提案拡大、戦略的政策は事業ポートフォリオ調整を促進することを示した。政策ミックスは企業の特性に合わせることが重要。

English

This study uses a multi-case comparison of three Chinese firms to analyze how provincial dual-carbon policy mixes (regulatory constraints, market incentives, innovation guidance) drive corporate green transition. Findings show that different policies drive distinct business model reconfigurations: regulation leads to process optimization, innovation drives value proposition expansion, and strategic planning enables portfolio adjustment. Policy mixes must align with firm endowments for effective transition.

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

本研究は中国の二重炭素政策ミックスを分析しており、日本のGX政策フレームワークと比較する上で示唆に富む。企業の特性に応じた政策設計の重要性を提起しており、日本のトランジション・ファイナンスや脱炭素戦略に応用可能な知見を提供する。

In the global GX context

This paper provides empirical evidence from China's provincial dual-carbon policies, offering lessons for global policymakers on designing policy mixes to facilitate corporate green transformation. It complements TCFD/ISSB discussions by linking policy to business model changes, highlighting the need for tailored policy approaches.

👥 読者別の含意

🔬研究者:The multi-case analysis and policy transmission framework offer a structured approach for studying policy-driven green transition and business model reconfiguration.

🏢実務担当者:Corporate sustainability teams can use the insights to anticipate how different policy mixes might affect their business model and prioritize strategic responses.

🏛政策担当者:Regulators can learn from China's provincial policy mix design to craft effective combinations of regulation, incentives, and innovation support for driving corporate decarbonization.

📄 Abstract(原文)

To achieve carbon peak and neutrality, provincial governments employ policy mixes including regulatory constraints, market incentives, and innovation guidance to drive corporate green transition. Through a multi-case comparison of Zhejiang Longsheng, Hikvision, and Wenergy Group, this study analyzes the transmission pathway of "policy mix - business model reconfiguration - green transition." Findings show that different policies drive firms to reconfigure various dimensions of their business models via differentiated mechanisms, leading to distinct transition outcomes. Regulatory constraint policies force operational process reconfiguration, achieving process optimization (e.g., Longsheng's annual carbon reduction of 11,400 tons). Innovation guidance policies drive value proposition expansion, achieving technology-enabled transition (e.g., Hikvision's carbon emission density decreased by 23% over three years). Strategic planning policies drive business portfolio adjustment, achieving strategic reconfiguration (e.g., Wenergy's new energy installed capacity increased 32-fold over four years). The study suggests that policy mixes need to match corporate endowments to effectively drive green transition.

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