中国のインテリジェント製造政策はグリーン貿易の促進にどの程度効果的か？段階的差分の差分法による証拠
How Effective is China’s Intelligent Manufacturing Policy in Promoting Green Trade? Evidence from Staggered Difference-in-Differences (原題)
Yanyan Ma, Maomao Yu
🤖 gxceed AI 要約
日本語
本論文は、中国のインテリジェント製造政策が企業の輸出に伴う汚染排出原単位を低減させる効果を、段階的DID法で検証。内部管理改善、資金制約緩和、グリーンイノベーション、デジタル化、全要素生産性向上という経路を特定し、サプライチェーンへの波及効果も確認。AI産業集積地域や成長段階の企業で効果が大きい。生産側のデジタル・スマート化が国際貿易の環境コスト削減に寄与することを示唆。
English
This paper uses staggered difference-in-differences to examine China's Intelligent Manufacturing Policy's effect on reducing firms' pollution emission intensity relative to export value. It identifies four transmission channels: improved internal management, eased financing constraints, enhanced green innovation and efficiency, accelerated digital transformation, and total factor productivity gains. Positive spillover effects on supply chain partners are found. Effects are stronger in regions with high AI agglomeration and among growth-stage firms. The study demonstrates that production-side digital-intelligent upgrading can reduce export-related environmental costs.
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
中国のインテリジェント製造政策は日本の製造業にも影響を与える可能性がある。日本企業が中国で生産・輸出する際、この政策による環境規制やサプライチェーン要件の変化に留意すべき。また、日本国内のデジタル化と環境性能向上の連携政策の参考になる。
In the global GX context
This paper provides rigorous causal evidence on how industrial policy (intelligent manufacturing) can simultaneously promote digitalization and environmental performance in trade. It offers lessons for global policymakers seeking to design green trade policies, especially in the context of supply chain decarbonization and industrial upgrading. The spillover effects along the supply chain are particularly relevant for multinational corporations with Chinese operations.
👥 読者別の含意
🔬研究者:Empirical evidence on policy-driven green trade using staggered DID; useful for researchers studying industrial policy and environmental outcomes.
🏢実務担当者:Manufacturing firms in China or with Chinese suppliers can learn how intelligent manufacturing investments reduce export-related pollution intensity, potentially lowering compliance costs.
🏛政策担当者:Demonstrates that digital-industrial policy can be a tool for green trade; relevant for designing similar policies in other countries.
📄 抄録（日本語訳）
本文考察了中国智能制造政策是否促进了绿色贸易发展。利用2009年至2019年A股上市公司的数据，我们分析了政策参与如何影响相对于出口值的污染排放。我们发现，参与智能制造政策显著降低了企业相对于其出口值的污染排放强度，表明绿色贸易绩效得到了实质性改善。本研究识别了四个主要传导渠道：内部管理改善与融资约束缓解、绿色创新产出与效率提升、数字化转型加速，以及全要素生产率提高。此外，该政策在供应链中产生了正向溢出效应，改善了上游供应商和下游客户的环保绩效。异质性检验显示，这些益处在中国人工智能产业集聚度高的地区以及处于成长阶段的企业中最为显著。这些发现表明，生产端的数字化智能化升级是开放经济中降低出口相关环境成本的关键驱动力。本研究为政策制定者提供了实践启示，即利用智能制造作为促进可持续国际贸易的战略工具。
AI 翻訳（deepseek-v4-flash）。 正確を期す場合は下の原文を参照してください。
📄 Abstract（原文）
Abstract This paper investigates whether China’s Intelligent Manufacturing Policy promotes green trade development. Using data from A-share listed companies from 2009 to 2019, we analyze how policy participation affects pollution emissions relative to export value. We find that participation in the Intelligent Manufacturing Policy significantly reduces firms’ pollution emission intensity relative to their export value, indicating a substantial improvement in green trade performance. The study identifies four primary transmission channels: improved internal management and eased financing constraints, enhanced green innovation output and efficiency, accelerated digital transformation, and gains in total factor productivity. Furthermore, the policy generates positive spillover effects across the supply chain, improving the environmental performance of upstream suppliers and downstream clients. Heterogeneity tests reveal that these benefits are most pronounced in regions with high artificial intelligence industry agglomeration and among firms in their growth stage. These findings demonstrate that production-side digital-intelligent upgrading is a critical driver for reducing export-related environmental costs in open economies. The study provides practical insights for policymakers on leveraging intelligent manufacturing as a strategic tool to foster sustainable international trade.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.1515/econ-2025-0214first seen 2026-07-24 06:56:58 · last seen 2026-09-22 05:23:25
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