炭素国境調整メカニズム（CBAM）の認知がベトナムの高炭素排出産業における輸出戦略対応に与える影響
How carbon border adjustment mechanism awareness shapes export strategic responses in Vietnam’s high carbon-emitting industries (原題)
Trong Duc Tran, Thuy Hien Thi Nguyen, Ngan Thu Pham, Trang Mai Bui
🤖 gxceed AI 要約
日本語
ベトナムのCBAM対象・高炭素排出産業227社のサーベイをPLS-SEMで分析。CBAM認知は認識されるコンプライアンス費用・グリーンサプライチェーン管理・グリーンイノベーションと正に関連し、グリーンイノベーションが輸出競争力に最も強く寄与する一方、コンプライアンス費用は競争力を押し下げる。グリーンSCMと競争力の関係は企業規模で異なり、中小企業では負、中堅では正となる。MRV能力と政府支援が一部関係を条件付ける。
English
Survey of 227 Vietnamese firms in CBAM-exposed, carbon-intensive industries, analysed with PLS-SEM. CBAM awareness links positively to perceived compliance costs, green supply chain management and green innovation; green innovation shows the strongest link to export competitiveness, while compliance costs depress it. The green SCM–competitiveness link is negative for small firms, positive for medium and negligible for large ones, with MRV capability and government support as moderators.
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
CBAMはEU向け輸出企業の開示・MRV対応を迫る制度であり、日本の輸出型製造業がSSBJ・Scope 3開示と併せて海外制度対応を経営課題化する際の示唆を含む。特に企業規模別の対応差は、中小サプライヤー支援策を考える国内実務に参照価値がある。
In the global GX context
CBAM is the first operational carbon border measure and a template for emerging disclosure-linked trade rules; this firm-level evidence on awareness, MRV capability and compliance-cost pathways informs how ISSB/CSRD-aligned disclosure capacity translates into market access for exporters in carbon-intensive supply chains.
👥 読者別の含意
🔬研究者:CBAM認知をコンプライアンス費用経路とイノベーション経路の二経路で捉える実証枠組みと、企業規模別の異質性の検証手法が参考になる。
🏢実務担当者:CBAM対応は費用負担だけでなくグリーンイノベーションとMRV体制整備を通じて輸出競争力に転換しうることを、サプライチェーン管理の設計に活かせる。
🏛政策担当者:中小輸出企業ではグリーンSCMが競争力を押し下げる可能性があり、MRV能力と政府支援の整備が制度対応の鍵となる点を政策設計に反映すべき。
📄 Abstract（原文）
Purpose This study aims to examine the associations between Carbon Border Adjustment Mechanism (CBAM) awareness, perceived compliance costs, green supply chain management, green innovation, export competitiveness and export performance among Vietnamese exporters. It also assesses whether measurement, reporting and verification (MRV) capability and government support condition selected relationships. Design/methodology/approach Survey data from 227 firms in CBAM-exposed, carbon-intensive industries were analysed using partial least squares structural equation modelling (PLS-SEM). Robustness tests added firm-level controls, and multi-group analysis compared small, medium-sized and large firms after measurement invariance assessment. Findings CBAM awareness is positively associated with perceived compliance costs, green supply chain management and green innovation. Green innovation has the strongest positive association with export competitiveness, whereas perceived compliance costs are negatively associated with competitiveness. The aggregate green supply chain management–competitiveness relationship is non-significant but masks a negative coefficient for small firms, a positive coefficient for medium-sized firms and a negligible coefficient for large firms. Export competitiveness is positively associated with export performance. Originality/value Rather than proposing a general theory of CBAM, the paper contributes a firm-level, CBAM-specific dual-pathway model in Vietnam. It shows how an institutional awareness construct is associated concurrently with a compliance-cost pathway and an innovation pathway, while firm-size heterogeneity qualifies the aggregate evidence.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1108/ijccsm-02-2026-0082first seen 2026-11-07 05:02:16
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