デジタル変革はエネルギー効率とエネルギー安全保障の本質的葛藤を解消できるか
Can Digital Transformation Resolve the Inherent Conflict Between Energy Efficiency and Energy Security? (原題)
Junfeng Yuan, Huaming ZHANG
🤖 gxceed AI 要約
日本語
中国A株上場企業2001〜2023年を用い、デジタル変革と企業のエネルギー・レジリエンスの関係がエネルギー効率水準によってどう変わるかを検証。両者の交互作用は有意に正で、効率が低い企業ではデジタル化がレジリエンスに負、平均付近で非有意、高効率企業で正となる境界条件を確認。技術革新とグリーン転換が媒介経路候補で、資本・技術集約企業で効果が強い。
English
Using Chinese A-share firms 2001–2023, this study examines how the link between digital transformation and corporate energy resilience varies with energy efficiency. The interaction is positive and significant: digitalization lowers resilience at low efficiency, is neutral near the mean, and raises it at high efficiency. Technological innovation and green transition are candidate channels, with stronger effects in capital- and technology-intensive firms.
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「双炭」目標下の企業実証で、日本企業の省エネ投資とデジタル化の順序設計、SSBJ開示におけるエネルギー・レジリエンス情報の扱いを考える材料になる。
In the global GX context
Adds firm-level evidence on sequencing digitalization with efficiency gains to manage energy-security risk—relevant to transition-plan disclosure under ISSB/TCFD where energy resilience is a strategic resilience question.
👥 読者別の含意
🔬研究者:エネルギー効率をデジタル化効果の境界条件として扱う実証設計と媒介経路検証が参考になる。
🏢実務担当者:デジタル投資の省エネ・レジリエンス効果は自社の効率水準次第であり、投資順序の判断に使える。
🏛政策担当者:省エネ支援とデジタル化促進を組み合わせる政策設計の根拠になりうる。
📄 Abstract（原文）
Under the dual constraints of energy security and the “dual carbon” goals, the relationship between corporate energy efficiency and energy security has become increasingly important. This study uses Chinese A-share listed firms from 2001 to 2023 to examine how the relationship between digital transformation and corporate energy resilience varies with firms’ energy efficiency. Corporate energy resilience is operationalized through an inventory-based measure of material buffering capacity, supplemented by price-adjusted and electricity-rationing validation tests. The results show that the interaction between digital transformation and energy efficiency is positive and statistically significant. Marginal-effect analysis further indicates that digital transformation is negatively associated with corporate energy resilience at relatively low levels of energy efficiency, statistically insignificant around the sample mean, and positively associated with resilience at relatively high levels of energy efficiency. Bootstrap tests based on 5,000 firm-level replications identify technological innovation and green transition as statistically significant potential indirect transmission channels. Formal cross-group tests show no statistically significant differences in the interaction effect across ownership or pollution-status groups, whereas the interaction effect is significantly stronger in capital- and technology-intensive firms than in labor-intensive firms. These findings highlight energy efficiency as an important boundary condition shaping the resilience implications of corporate digitalization and provide firm-level evidence for coordinating digital transformation, energy-efficiency improvement, and energy security.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1016/j.iref.2026.105993first seen 2026-10-22 05:00:07 · last seen 2026-11-06 05:03:15
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