炭素市場とグリーンイノベーション：排出量取引に対する経路依存的な企業対応
Carbon Markets and Green Innovation: Path‐Dependent Firm Responses to Emissions Trading (原題)
RUSHI CHEN, Effie Kesidou, Peter Howley
🤖 gxceed AI 要約
日本語
本論文は、中国の排出量取引制度（ETS）を自然実験として、企業の過去のグリーンイノベーション経験が規制誘発型のグリーンイノベーションに与える影響を分析。ETSは最近のイノベーション経験を持つ企業にのみ効果を発揮し、経験がない企業や中断した企業には効果がないことを示した。ポーター仮説の境界条件を動態的に特定した。
English
Using China's ETS as a quasi-natural experiment, this paper shows that regulatory-induced green innovation is path-dependent: the ETS only stimulates green innovation among firms with recent, continuous green innovation experience, not among those without or with interrupted trajectories. This identifies a dynamic boundary condition of the Porter hypothesis, revealing that policy effectiveness is capability-conditioned.
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
日本ではカーボンプライシング導入が議論されており、本研究成果は政策効果が企業の既存能力に依存することを示唆。GX推進において、企業のイノベーション軌道を考慮した支援策の重要性を示す。
In the global GX context
This paper contributes to global carbon pricing literature by showing that ETS effectiveness is path-dependent, challenging universal assumptions. For jurisdictions like the EU and US designing carbon markets, it highlights the need for complementary policies to build innovation capabilities in firms lacking prior green experience.
👥 読者別の含意
🔬研究者:Provides empirical evidence on path dependency in regulatory-induced innovation, extending the Porter hypothesis.
🏢実務担当者:Highlights that firms without recent green innovation may not benefit from carbon pricing, suggesting proactive capability building.
🏛政策担当者:Informs carbon market design by showing that complementary innovation support is needed for firms without prior green trajectories.
📄 Abstract（原文）
ABSTRACT This paper identifies a dynamic boundary condition of the Porter hypothesis by examining how firms' pre‐existing innovation trajectories shape regulatory‐induced green innovation within the context of a market‐based carbon policy. Building on path dependency theory, we argue that firms' responses to environmental regulation are contingent on their prior, especially recent and continuous, green innovation trajectories, a previously overlooked capability‐based conditioning mechanism in the literature. Using China's CO 2 Emissions Trading System (ETS) as a quasi‐natural experiment, we find that regulatory‐induced green innovation is path conditioned: The ETS stimulates green innovation only among firms with recent green innovation experience but fails to induce green transitions among firms without green innovation experience or restart green innovation among firms with interrupted trajectories. Further analyses suggest that path dependence persists even after accounting for firms' total assets, industry technological intensity and regional government priority for innovation, factors often regarded as important drivers of regulation‐induced innovation. Our results thus reveal a specific, non‐monotonic and path‐dependent pattern of regulatory responsiveness that is not implied by standard resource‐based or induced‐innovation arguments: Not only the presence of past green innovation experience but also its recency and continuity influence whether firms can respond to environmental regulation through green innovation. This suggests that the effectiveness of this market‐based environmental policy in inducing green innovation is capability conditioned rather than universal across regulated firms.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1002/bse.71431first seen 2026-08-20 04:40:40
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