データ駆動型サステナビリティ：国家ビッグデータ総合試験区政策と企業炭素排出
Data-Driven Sustainability: National Big Data Comprehensive Pilot Zone Policy and Corporate Carbon Emissions (原題)
Lei Wang, Haoran Cao
🤖 gxceed AI 要約
日本語
中国A株上場企業2010〜2024年のデータを用い、国家ビッグデータ総合試験区（NBDCPZ）の設立を準自然実験として多期間DIDで分析。政策は企業の推計炭素排出と有意に負の関係を示し、PSM-DIDやラグ制御でも頑健。グリーンイノベーション、デジタル化、資金制約緩和が媒介経路となり、競争激化産業・非重汚染セクター・南部で効果が強い。政策は企業のESGパフォーマンスも向上させる。
English
Using Chinese A-share listed firms (2010-2024), this study treats National Big Data Comprehensive Pilot Zones as a quasi-natural experiment with multi-period DID. The policy shows a significant negative association with estimated corporate carbon emissions, robust to parallel-trend, PSM-DID, and lagged controls. Mechanisms include green innovation, digital transformation, and eased financing constraints, with stronger effects in competitive, non-heavy-polluting, and southern firms. The policy also improves corporate ESG performance.
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
中国のデジタルインフラ政策が企業脱炭素とESGを促す実証は、日本がSSBJ開示やGX推進でデータ基盤・デジタル政策を設計する際の参照事例となる。特に資金制約緩和とグリーンイノベーションの媒介経路は、政策と開示インフラの連動を考える上で示唆的。
In the global GX context
This adds to global disclosure scholarship by linking digital-infrastructure policy to firm-level decarbonization and ESG outcomes, a channel less explored in TCFD/ISSB-focused literature. It offers evidence that data-sharing and governance policies can complement mandatory climate disclosure regimes, relevant to transition-finance and policy-mix debates.
👥 読者別の含意
🔬研究者:デジタル政策と企業脱炭素・ESGの因果経路をDIDで示す実証手法と媒介分析が参考になる。
🏢実務担当者:データ基盤整備やデジタル化投資が排出削減・ESG評価向上に寄与しうる点を投資判断や開示戦略に活用できる。
🏛政策担当者:ビッグデータ試験区のようなデータ共有・開放政策が企業脱炭素とESGを促す可能性を示し、政策設計の根拠となる。
📄 Abstract（原文）
China’s dual-carbon goals require firms to pursue low-carbon transformation, while digital infrastructure offers new opportunities for corporate emission reduction. Using data from Chinese A-share listed firms from 2010 to 2024, this study treats the establishment of National Big Data Comprehensive Pilot Zones (NBDCPZ) as a quasi-natural experiment and applies a multi-period difference-in-differences model. The results indicate a statistically significant negative relationship between policy and estimated corporate carbon emissions. This result remains robust to parallel-trend tests, propensity-score-matching difference-in-differences (PSM-DID) estimation, and lagging control variables by one period. Mechanism tests suggest that the policy is negatively associated with estimated corporate carbon emissions through pathways consistent with green innovation, digital transformation, and easing financing constraints. Heterogeneity analysis indicates stronger effects among firms in highly competitive industries, non-heavy-polluting sectors, and southern China. Moreover, the pilot policy enhances corporate Environmental, Social, and Governance (ESG) performance. Overall, this study provides evidence that big-data-related policies can facilitate corporate decarbonization and offers policy implications for carbon reduction through data sharing, openness, and governance.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.3390/su18189325first seen 2026-09-15 04:40:09
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