环境战略升级能否提升企业绿色全要素生产率?--基于数字化转型的驱动与赋能  

Can Upgrading Environmental Strategies Enhance Enterprises’Green Total Factor Productivity:Based on the Drive and Empowerment of Digital Transformation

作　　者：刘素荣[1] 徐文昊 霍江林[1] LIU Su-rong;XU Wen-hao;HUO Jiang-lin(School of Economics and Management,China University of Petroleum(East China),Qingdao 266580,Shandong,China)

机构地区：[1]中国石油大学(华东)经济管理学院,山东青岛266580

出　　处：《西部论坛》2025年第1期65-83,共19页West Forum

基　　金：教育部人文社会科学研究青年基金项目(16YJC630043)。

摘　　要：环境战略升级(从被动的反应型向主动的前摄型转变)有助于企业绿色全要素生产率增长;数字化转型在驱动企业环境战略升级的同时,还能通过降本增效赋能企业环境战略升级。采用沪深A股制造业上市公司2013—2022年的数据,通过Heckman两阶段模型分析发现:环境战略升级企业比环境战略未升级企业具有更高的绿色全要素生产率,表明环境战略升级能够促进企业绿色全要素生产率提升;数字化转型水平提高对企业环境战略升级具有显著的正向影响,数字化转型水平较高企业环境战略升级具有更强的绿色全要素生产率提升效应,表明数字化转型可以驱动和赋能企业环境战略升级;绿色金融创新发展会弱化数字化转型对企业环境战略升级的驱动作用、增强环境战略升级对企业绿色全要素生产率的提升作用,而“重污染”的生产属性会限制企业环境战略升级的绿色全要素生产率提升效应发挥。因此,应以数字化转型加快企业环境战略升级,以绿色金融服务体系建设充分发挥企业环境战略升级的绿色全要素生产率提升效应,并重点助推重污染企业的绿色转型。In the new development stage,enterprises face the dual challenges of economic benefits and environmental protection.Establishing a sustainable development mechanism to enhance green production efficiency is particularly important.The development of the digital economy is accelerating the transformation of market environmental systems and the boundaries of corporate competition,reshaping the capability systems and value logic of enterprises,and influencing their production decision-making.In this context,this paper studies how digital transformation affects enterprises’decisions to upgrade environmental strategies,as well as the comprehensive impact of these decisions on economic efficiency and environmental performance in the context of digital transformation.Based on the data of China’s listed manufacturing companies from 2013 to 2022,this paper uses the Heckman two-stage model to correct the sample selection bias and studies the decision-making and behavior of enterprises regarding environmental strategic upgrading and its impact on their green total factor productivity against the background of digital transformation.The results are as follows.Firstly,digital transformation can promote enterprises to upgrade their environmental strategies,and under the empowerment of digital transformation,environmental strategy upgrading can effectively improve the green total factor productivity of enterprises.This conclusion still holds after a series of robustness tests.Secondly,the heterogeneity analysis reveals that although green finance pilot policies weaken the facilitative effect of digital transformation on the upgrading of corporate environmental strategies,they amplify the enhancing effect of environmental strategy upgrading on the green total factor productivity of enterprises.Thirdly,in terms of the promoting effect of digital transformation on environmental strategic upgrading,there is no significant difference between heavily polluting manufacturing enterprises and non-heavily polluting manufacturing enter

关 键 词：数字化转型 环境战略 战略转型 绿色全要素生产率 绿色创新 污染防治 

分 类 号：F270.7[经济管理—企业管理] F205[经济管理—国民经济]