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The impact of dynamic capabilities on competitive advantage in Vietnamese steel exporting enterprises under the carbon border adjustment mechanism

カーボンボーダー調整メカニズム下におけるベトナム鉄鋼輸出企業の動的ケイパビリティが競争優位に与える影響 (AI 翻訳)

Hong Ngoc Tran, Mai Thuy Tien Pham

Humanities and Social Sciences Lettersプレプリント2025-10-30#炭素価格
DOI: 10.18488/73.v13i4.4502
原典: https://doi.org/10.18488/73.v13i4.4502

🤖 gxceed AI 要約

日本語

EUのカーボンボーダー調整メカニズム(CBAM)がベトナム鉄鋼輸出企業に与える影響を分析。動的ケイパビリティの多様化、特に技術革新とグリーンイノベーションが競争優位性を高める鍵であることを実証。制度的環境や政策枠組みの重要性も指摘し、混合研究法で調査。持続可能な輸出市場拡大に向けた提言を提示。

English

This study examines how the EU's Carbon Border Adjustment Mechanism (CBAM) affects Vietnamese steel exporters. It finds that dynamic capabilities, especially technological and green innovation, are crucial for maintaining competitive advantage. Using mixed methods, it highlights the role of institutional policies and proposes recommendations for green transition and innovation to adapt to CBAM.

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

日本企業もCBAMの影響を受ける可能性があり、特に鉄鋼業界ではEU向け輸出が多いため、本論文の分析枠組みや提言は参考になる。ただしベトナム特有の制度環境に焦点が当てられており、日本への適用には調整が必要。

In the global GX context

This paper provides valuable insights for global GX scholarship by empirically linking CBAM, dynamic capabilities, and green innovation in an emerging economy context. It contributes to understanding how carbon border measures affect competitiveness and innovation strategies, relevant for policymakers and firms worldwide facing similar carbon pricing mechanisms.

👥 読者別の含意

🔬研究者:Offers a framework linking CBAM, dynamic capabilities, and green innovation in emerging economies, useful for comparative studies.

🏢実務担当者:Provides strategies for steel exporters to enhance competitiveness through innovation and institutional adaptation under CBAM.

🏛政策担当者:Highlights the need for supportive institutional policies and green finance to help industries transition under carbon border adjustments.

📄 Abstract(原文)

The European Union's implementation of the Carbon Border Adjustment Mechanism (CBAM) poses significant challenges for Vietnam's steel export sector, which heavily depends on the EU market. CBAM imposes carbon taxes on imports with high emissions, particularly steel, raising costs and demanding stricter emissions data transparency. The Vietnamese steel industry struggles with outdated technologies, limited innovation investments, and unclear institutional policies, which weaken its competitive advantage in the global market. This study explores how dynamic capabilities diversification can enhance the competitiveness of Vietnamese steel enterprises in response to CBAM. It focuses on technological and green innovation as crucial factors that can provide new competitive advantages. The study also emphasizes the role of institutional environment policies, legal frameworks, and the global business climate in shaping innovation and competitiveness. Using a mixed-methods approach, including surveys of steel-exporting enterprises and expert interviews, the research examines how firms have been leveraging innovation to adapt to CBAM. Lessons from international experiences in institutional reform, green finance, and technological innovation are also incorporated to guide Vietnamese firms in expanding their sustainable export markets. Based on these findings, the authors propose recommendations to promote green transition, boost innovation, and improve the institutional environment, helping Vietnamese steel enterprises adapt to CBAM, enhance competitiveness, and grow sustainable export markets.

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