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全球价值链如何应对气候变化? 一个关于中国制造企业的案例研究

Jia Guo¹, Jie Xie¹, Xiaoyong Liu²

¹School of Economics, Zhejiang Gongshang University, Hangzhou, 310000, China.

Journal of environmental management

|August 19, 2024

概括

干旱大大降低了中国制造业企业的出口增值比率 (DVAR). 影响随着时间的推移而持续,并根据位置和价值链的复杂性而有所不同,这凸显了对气候适应战略的需要.

科学领域:

环境经济学环境经济学
适应气候变化适应气候变化
全球价值链的全球价值链

背景情况:

气候变化对全球经济稳定构成重大风险.
全球价值链 (GVC) 越来越容易受到与气候有关的破坏.
了解气候风险对企业参与全球价值链的具体影响至关重要.

研究的目的:

调查气候风险,特别是干旱对中国制造业企业出口增值比率 (DVAR) 的影响.
分析干旱如何影响企业在全球价值链中的参与和业绩.
确定影响企业对气候变化脆弱性的因素.

主要方法:

使用了固定效应 (FE) 和系统通用时刻方法 (GMM) 模型.
分析了干旱对中国制造业企业出口增值率 (DVAR) 的影响.
根据公司的位置,价值链的复杂性和适应能力,研究了影响的变化.

主要成果:

干旱显著降低了制造业企业的DVAR,在第二个滞后期显著的持续效应.
干旱的影响是异质的,受公司的位置,价值链的复杂性和气候变化缓解战略的影响.
中国东北,东部和南部地区,以及全球创新和区域加工价值链,受影响最严重.

结论:

气候变化,特别是干旱,对中国制造业企业的GVC参与和出口业绩构成重大威胁.
企业可以通过运营效率,可持续技术投资和提高市场竞争力来减轻不利影响.
政策干预是必要的,以支持GVCs的气候风险的坚定适应性和弹性.

关键词:

中国中国中国中国.气候变化气候变化气候变化全球价值链的全球价值链.这就是Sys-GMM.

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