The impact of supply chain digitization on the carbon emissions of listed companies—A quasi-natural experiment in China

IF 5 2区经济学 Q1 ECONOMICS

Structural Change and Economic Dynamics Pub Date : 2025-02-13 DOI:10.1016/j.strueco.2025.02.007

Chenyu Meng , Yongsheng Lin

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Abstract

Integrating digital technology into supply chain development strengthens supply chain digitization, improving technical communication and transparency at various nodes. This study examines the effect of supply chain digitization on the carbon emissions of listed companies and their transmission mechanisms, leveraging the quasi-natural experiment of China's 2018 Supply Chain Innovation and Application pilot policy. The findings reveal that implementing supply chain digitization led to a 5.4% reduction in carbon emissions in pilot companies compared with nonpilot counterparts, according to 2012–2022 data on 2,828 listed companies. Mechanism analysis indicates that supply chain digitization achieves emission reductions mainly by facilitating green technological innovation and alleviating information asymmetry. Heterogeneity analysis reveals more potent effects in central regions, resource-rich areas, firms with concentrated supply chains, long inventory turnover, and high-tech or heavily polluting industries. This study offers valuable insights for optimizing policies to strengthen supply chain digitization and assist companies in reducing their carbon emissions.

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供应链数字化对上市公司碳排放的影响——中国的准自然实验

将数字技术整合到供应链发展中，加强了供应链的数字化，提高了各个节点的技术沟通和透明度。本研究利用2018年中国供应链创新与应用试点政策的准自然实验，考察了供应链数字化对上市公司碳排放的影响及其传导机制。研究结果显示，根据2,828家上市公司2012-2022年的数据，与非试点公司相比，实施供应链数字化使试点公司的碳排放量减少了5.4%。机制分析表明，供应链数字化主要通过促进绿色技术创新和缓解信息不对称来实现减排。异质性分析表明，在中部地区、资源丰富地区、供应链集中、库存周转率高的企业和高技术或重污染行业，影响更为显著。该研究为优化政策以加强供应链数字化和帮助企业减少碳排放提供了有价值的见解。

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来源期刊

Structural Change and Economic Dynamics ECONOMICS-

CiteScore

9.60

自引率

4.90%

发文量

159

期刊介绍： Structural Change and Economic Dynamics publishes articles about theoretical, applied and methodological aspects of structural change in economic systems. The journal publishes work analysing dynamics and structural breaks in economic, technological, behavioural and institutional patterns.