Can Supply Chain Digitalization Reduce Corporate Carbon Emission Intensity? Evidence from the Annual Reports of Chinese Listed Companies
サプライチェーンのデジタル化は企業の炭素排出強度を削減できるか？中国上場企業の年次報告書からの証拠 (AI 翻訳)
Zikun Zhang, Lianqian Yin, Jinpeng Wen, Yingying Wu
🤖 gxceed AI 要約
日本語
本研究は、中国A株上場企業の2013～2023年のパネルデータを用い、サプライチェーンデジタル化（SCD）が企業の炭素排出強度（CEI）に与える影響を分析。テキスト分析により、SCDがCEIを有意に低下させることを発見。その効果は、資金制約の緩和、グリーンイノベーションの促進、サプライチェーンリスクの低減の3経路で生じる。非国有・大規模・非ハイテク・高環境感受性産業・デジタルインフラ整備地域で効果が顕著。
English
This study uses panel data of Chinese A-share listed firms (2013-2023) to examine the impact of supply chain digitalization (SCD) on corporate carbon emission intensity (CEI). Text analysis shows SCD significantly reduces CEI through three channels: alleviating financing constraints, promoting green innovation, and reducing supply chain disruption risk. The effect is stronger for non-state-owned, large, non-high-tech, environmentally sensitive firms, and those in regions with developed digital infrastructure.
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
本論文は中国企業を対象としているが、日本企業にとってもサプライチェーンのデジタル化による排出削減の可能性を示しており、SSBJなどの開示基準対応やサプライチェーン全体の脱炭素戦略に示唆を与える。
In the global GX context
This paper contributes to global GX literature by providing empirical evidence from China on how supply chain digitalization can reduce corporate carbon emissions, relevant for ISSB and TCFD frameworks emphasizing value chain emissions management.
👥 読者別の含意
🔬研究者:Provides mechanism analysis on how digitalization reduces carbon intensity through financing, innovation, and risk channels, offering testable hypotheses for other contexts.
🏢実務担当者:Demonstrates that investing in supply chain digitalization can simultaneously lower carbon emissions and improve financial performance, guiding corporate sustainability strategy.
🏛政策担当者:Offers evidence that promoting digital infrastructure and supply chain digitalization can support national carbon reduction targets, especially for non-state-owned firms.
📄 Abstract（原文）
In the context of a rapidly evolving data-driven economy and increasingly stringent carbon reduction policies, the impact of supply chain digitalization (SCD) on corporate carbon emission intensity (CEI) has become an important research topic. Using panel data on Chinese A-share listed firms from the Shanghai and Shenzhen stock exchanges over the period 2013–2023, this study employs Python-based text analysis of corporate annual reports to explore the effect of SCD on corporate CEI. The results show that SCD significantly reduces corporate CEI. Mechanism analysis further indicates that this effect operates through three channels: alleviating financing constraints, promoting green innovation, and reducing supply chain disruption risk. Heterogeneity analysis reveals that the mitigating effect of SCD on corporate CEI is more pronounced among non-state-owned firms, large-scale firms, firms in non-high-tech industries, firms in highly environmentally sensitive industries, and firms located in regions with more developed digital infrastructure. Further analysis shows that SCD contributes to improvements in both firms’ sustainability and financial performance. Overall, this study provides important policy implications for both governments and firms.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.3390/su18083991first seen 2026-05-15 21:48:44
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