中国人口·资源与环境2025，Vol.35Issue(1)：39-49,11.DOI:10.12062/cpre.20241137
人工智能嵌入促进贸易隐含碳减排
Artificial intelligence embeddedness facilitating trade-embodied carbon reduction:evidence from firms in high-carbon China's industries in China
摘要
Abstract
In the context of China's'dual carbon'goals of achieving peak carbon emissions and carbon neutrality,it has become an important theoretical and practical concern to explore whether the digital-intelligent transformation through artificial intelligence(AI)embedded in the industrial chain can effectively promote the reduction of trade-embodied carbon emissions.Based on the panel data from A-share listed companies in high-carbon industries in Shanghai and Shenzhen stock exchanges from 2008 to 2023,this study con-structed an analytical framework incorporating industrial,corporate,and temporal dimensions.Furthermore,it comprehensively used the instrumental variable method and the threshold effect model to explore the impact of AI embeddedness on trade-embodied carbon reduction and its mechanisms.The results showed that:① AI embeddedness significantly promoted trade-embodied carbon reduction,exhibiting a nonlinear U-shaped relationship between the two.In the early stage of technology adoption,the emission reduction effect was limited due to the high R&D threshold and lagging technology diffusion.However,when the embedding degree exceeded the thresh-old,the enabling effect of digital intelligence appeared,significantly promoting carbon reduction.② Mechanism analysis showed that AI embeddedness achieved carbon reduction targets by promoting digital technology innovation of the industrial chain,integrating intel-ligent manufacturing,and transforming energy structures.Among them,digital innovation improved production efficiency and reduced energy consumption by optimizing the allocation of data elements.Integrating intelligent manufacturing jointly accelerated the green and efficient transformation of the whole industrial chain.Meanwhile,low-carbon transformation of the energy structures facilitated the in-depth application of clean energy in the industrial chain by optimizing the energy utilization structure,thereby achieving carbon emission reduction.③ Heterogeneity analysis demonstrated that the carbon reduction effects of AI embeddedness were significant in the eastern region,state-owned enterprises,large enterprises,and high-tech enterprises.These effects were more prominent during the industry-driven and innovation-driven stages,while in the technology guidance period,it tended to inhibit the achievement of reduction targets.By introducing the intermediary variable of digital-intelligent transformation of the industrial chain,this study revealed the inter-nal mechanisms of action between AI embeddedness and trade-embodied carbon reduction.It systematically analyzed the differentiated impact from multi-dimensional perspectives such as region,ownership,enterprise scale,and technology level.The conclusion shows that AI embeddedness is an important driving force for achieving the'dual carbon'goals in trade.关键词
贸易隐含碳减排/人工智能嵌入/产业链数智化/高碳行业企业Key words
trade-embodied carbon reduction/artificial intelligence(AI)embeddedness/digital-intelligent transformation of the indus-try chain/firms in high-carbon industries分类
经济学引用本文复制引用
庞磊,焦世杰..人工智能嵌入促进贸易隐含碳减排[J].中国人口·资源与环境,2025,35(1):39-49,11.基金项目
国家社会科学基金后期资助项目"数字经济提升中国产业链安全性稳定性的实践与路径研究"(批准号:23FJYB012) （批准号:23FJYB012）
国家社会科学基金一般项目"新质生产力推动我国产业链优化升级的机制与路径研究"(批准号:24BJL095). （批准号:24BJL095）
