战略性新兴企业碳责任对双元创新的非线性影响: 数字化转型的调节效应

The Nonlinear Impact of Strategic Emerging Firms' Carbon Responsibility on Ambidextrous Innovation: The Moderating Effect of Digital Transformation

摘要:

在“双碳”战略实施如火如荼、数字经济蓬勃发展的背景下,研究战略性新兴企业履行碳责任能否促进双元创新,关系到中国生态文明建设和经济高质量发展。借助压力-创造力模型,探究战略性新兴企业碳责任对双元创新的影响,并考察数字化转型的调节作用。选取 2020—2022 年中国战略性新兴行业上市公司为研究样本进行实证检验。 研究发现:①战略性新兴企业碳责任对渐进性创新和突破性创新均产生显著的 U 型影响;②设施数字化、业务数字化与技术数字化强化了战略性新兴企业碳责任与渐进性创新和突破性创新间的关系;③异质性分析发现,相比国有企业,战略性新兴企业碳责任与渐进性创新和突破性创新之间的 U 型关系在非国有企业中更显著。上述结论经过稳健性检验后依旧成立。研究结论对厘清战略性新兴企业碳责任与双元创新间的关系提供了经验证据,也为数字经济快速发展与“双碳”背景下企业积极推进数字化转型、兼顾碳责任履行和双元创新能力提升提供有益借鉴。

Abstract:

Against the backdrop of the “dual carbon” strategy implementation and rapid digital economy development, the relationship between strategic emerging enterprises' carbon responsibility and ambidextrous innovation is crucial for ecological civilization construction and high-quality economic development in China. Based on the stress-creativity model, the influence of carbon responsibility on ambidextrous innovation is investigated, with the moderating effect of digital transformation examined. Listed companies in China's strategic emerging industries from 2020 to 2022 are selected as the research sample for empirical analysis. The findings reveal that a significant U-shaped relationship between carbon responsibility and both incremental and radical innovation is identified. The U-shaped relationship between carbon responsibility and ambidextrous innovation is strengthened by digital transformation, specifically through facility digitalization, business digitalization, and technology digitalization. Heterogeneity analysis indicates that the U-shaped relationships are more pronounced in non-state-owned enterprises than in state-owned enterprises. These conclusions remain robust after rigorous testing. It provides empirical evidence clarifying the relationship between carbon responsibility and ambidextrous innovation in strategic emerging enterprises, while offering practical insights for enterprises to advance digital transformation and enhance ambidextrous innovation capabilities while fulfilling carbon responsibility during the digital economy era and “dual carbon” transition.