摘要
中国式现代化进程中,工业能耗逐年上升,这与“双碳”目标之间的矛盾日益显著,成为亟待关注与解决的重要议题。文章基于2015—2021年我国六大高耗能行业的A股上市公司数据,采用双向固定效应模型实证考察供应链集中度对高耗能企业能源消耗的可能影响及作用机理。研究发现,供应链集中度提升能有效抑制企业能源消耗,该结论经一系列稳健性检验及内生性检验后依然成立。机制分析发现,供应链集中度提升通过削弱企业议价能力会激发企业节能动机;通过促进供应链协同为企业创造节能机会。另外,供应链集中度提升对高数字化能力企业的节能作用更明显。异质性研究表明,非国有企业及经济欠发达地区企业在供应链集中度提升下的节能效果更显著。文章建议推动供应链数据联动,借企业数字化转型,发挥集中度协同优势,实现供应链整体优化与效能提升。
In the process of Chinese modernization,industrial energy consumption has increased year by year,which is increasingly contradictory with the carbon peaking and carbon neutrality goals,and has become an important issue that needs urgent attention and solution.Based on the data of A-share listed companies in six high-energy consuming industries in China from 2015 to 2021,this paper conducts an empirical study on the possible impact of supply chain concentration on energy consumption of high-energy consuming enterprises using a bidirectional fixed effect and moderation model.The study finds that supply chain concentration enhancement can effectively curb enterprise energy consumption,and this conclusion remains valid after a series of robustness tests and endogeneity tests.The mechanism analysis shows that supply chain concentration enhancement can stimulate enterprise energy-saving motivation by weakening their bargaining power on one hand,and create energy-saving opportunities through supply chain coordination on the other hand.The energy-saving effect brought by supply chain concentration enhancement is more obvious in high-digitalization enterprises.Heterogeneity study shows that non-state-owned enterprises and enterprises in economically underdeveloped areas have more significant energy-saving effects under supply chain concentration enhancement.This paper proposes to promote the data linkage of supply chain,take advantage of the digital transformation of enterprises,and give full play to the advantages of centralized coordination to achieve the overall optimization and efficiency improvement of supply chain.
作者
周黎
范仲笑
ZHOU Li;FAN Zhong-xiao(School of Economics and Management,Inner Mongolia University of Technology,Hohhot,Inner Mongolia 010010)
出处
《供应链管理》
2025年第3期19-34,共16页
SUPPLY CHAIN MANAGEMENT
基金
国家自然科学基金“碳汇市场对地区能源回弹效应的影响机理及其在市场策略选择中的应用--以内蒙古自治区为例”(72263026)
内蒙古自然科学基金“碳汇市场对内蒙古能源回弹效应的影响机理分析与地区市场策略选择”(2022MS07013)
内蒙古自治区直属高校基本科研业务费项目(JY20220320)。
关键词
供应链集中度
能源消耗强度
高耗能企业
MOA理论
supply chain concentration
energy consumption intensity
high-energy consuming enterprises
MOA theory
作者简介
周黎(1971-),女,山西大同人,内蒙古工业大学经济管理学院教授,博士,研究方向:物流与供应链优化;范仲笑(1998-),女,山东济南人,内蒙古工业大学经济管理学院硕士研究生,研究方向:企业管理。
