中国制造业企业出海与碳排放效率  

Chinese Manufacturing Firms Going Global and Carbon Emission Efficiency

作　　者：谢慧敏 李春顶 李董林 XIE Huimin;LI Chunding;LI Donglin(Institute of World Economics and Politics,Chinese Academy of Social Sciences,Beijing 100732,China;College of Economics and Management,China Agricultural University,Beijing 100083,China;Institute of Industrial Economics,Chinese Academy of Social Sciences,Beijing 100006,China)

机构地区：[1]中国社会科学院世界经济与政治研究所,北京100732 [2]中国农业大学经济管理学院,北京100083 [3]中国社会科学院工业经济研究所,北京100006

出　　处：《财经问题研究》2025年第5期55-65,共11页Research On Financial and Economic Issues

基　　金：教育部人文社会科学重点研究基地重大项目“全球产业链重构对全球经济治理体系的影响及中国应对研究”(22JJD790009);国家资助博士后研究人员计划C档“中国绿色债券的碳减排有效性研究”(GZC20241978);中国社会科学院世界经济预测与政策模拟实验室(2024SYZH003)。

摘　　要：在全球应对气候变化的背景下,从微观企业视角研究碳排放效率已成为学术界和政策制定者关注的焦点。作为制造业大国和二氧化碳排放大国,中国制造业企业的绿色转型对实现“双碳”目标至关重要。本文基于2007-2014年中国制造业企业样本,利用固定效应模型实证检验了企业出海对碳排放效率的影响。研究结果表明,中国制造业企业出海会显著降低碳排放效率,该结论在经过内生性检验和一系列稳健性检验后仍成立。异质性分析结果表明,中国制造业企业出海对碳排放效率的负向影响在大规模企业、东部地区企业和电力消耗企业中更显著。进一步分析发现,打破市场分割有助于改善中国制造业企业出海对碳排放效率的负向影响,尤其能够提高东部地区电力消耗企业的碳排放效率。本文的研究结论为更好发挥国内统一大市场作用、推动中国制造业企业绿色转型提供了经验证据,同时也为实现经济高质量发展提供了有益参考。In the context of global efforts to address climate change,studying carbon emission efficiency at the firm level has become a focal point for academics and policymakers.Existing studies have highlighted the importance of analyzing carbon emission efficiency at the firm level.However,most studies examine firms’performance in domestic and international markets separately,failing to capture the interactions between the two.Utilizing different types of energy consumption data,this paper constructs a novel dataset on carbon emission intensity for Chinese manufacturing firms.This paper employs the fixed effects model to empirically examine the impact of export intensity on firms’carbon emission intensity from 2007 to 2014.The results indicate that the international expansion of Chinese manufacturing firms significantly reduces their carbon emission efficiency.This phenomenon is more pronounced in large‑scale,eastern‑region,and electricity‑consumption firms.Further analysis reveals that breaking market segmentation helps mitigate the negative impact of firms overseas expansion on carbon emission efficiency,particularly improving the carbon emission efficiency of electricity‑consuming firms in the eastern region during their overseas expansion.Compared with existing studies,this paper makes three main contributions.First,from the perspective of research focus,it examines the relationship between Chinese manufacturing firms’international market expansion and their carbon emission efficiency,emphasizing the linkage between domestic and international markets.This view enhances the micro‑level understanding of the trade‑environment nexus and addresses the gap in existing literature,which has largely concentrated on pollution efficiency at the macro level.Second,in terms of methodology,this paper employs the Head‑Ries trade cost index to measure market segmentation and quantitatively evaluates the moderating effect of reducing market segmentation on firms’carbon emission efficiency during internationaliz

关 键 词：制造业企业出海 碳排放效率 市场分割 能源消费结构 电力脱碳 

分 类 号：F426[经济管理—产业经济]