科研管理

科研管理 ›› 2025, Vol. 46 ›› Issue (4): 118-126.DOI: 10.19571/j.cnki.1000-2995.2025.04.012

• 论文 • 上一篇    下一篇

低碳战略规划对企业绿色创新绩效的影响机制——基于大数据模型的指标测度

刘斌1，刘彦文2，李延喜2   

  1. 1.海南大学国际商学院，海南 海口570228；
    2.大连理工大学经济管理学院，辽宁 大连116024

  • 收稿日期:2024-04-19 修回日期:2025-01-07 出版日期:2025-04-20 发布日期:2025-04-11
  • 通讯作者: 刘彦文
  • 基金资助:
    国家社会科学基金重点项目：“‘一带一路’沿线国家自然灾害对中国海外投资安全的影响研究”(24AJY032,2024.10—2028.12)；国家社会科学基金项目：“东道国经济政策波动对‘一带一路’国际资本流动网络及金融风险的影响研究”(21BJY080，2021.09—2025.12)。

The influence mechanism of low-carbon strategic planning on the green innovation performance of enterprises:The measurement of indicators based on the big data model

Liu Bin1, Liu Yanwen2, Li Yanxi2   

  1. 1. International Business School, Hainan University, Haikou 570228, Hainan, China;
    2. School of Economics and Management, Dalian University of Technology, Dalian 116024, Liaoning, China
  • Received:2024-04-19 Revised:2025-01-07 Online:2025-04-20 Published:2025-04-11

摘要：    低碳战略规划，是企业低碳战略转型过程的首要环节和核心组成部分，对于实现国家“双碳”目标、推动企业自身可持续发展、提升核心竞争力和社会责任具有重要意义。本文提出基于ChatGPT等大数据模型测度“企业低碳战略规划程度”指标的计量方法；进而，以主板上市公司2016—2023年度“投资者e互动”问答和企业经营数据为研究样本，剖析低碳战略规划，通过低碳转型资金来源，助力企业绿色创新绩效提升的路径和机制。研究发现：其一，详尽完备的低碳战略规划显著提升了企业绿色债券融资能力。其二，详尽完备的低碳战略规划有助于企业获取绿色政府补贴。其三，绿色债券融资等绿色转型资金是低碳战略规划促进企业绿色创新绩效增长的有效路径。异质性研究表明，国有企业、高新技术企业制定详尽完备的低碳战略规划，更易获得绿色转型资金，绿色创新绩效更高。本文基于“战略过程”框架聚焦低碳战略规划，从融资路径角度为企业低碳战略管理和绿色创新提供有益建议。

关键词: 低碳战略规划, ChatGPT, 投资者e互动, 绿色创新绩效

Abstract:     Low-carbon strategic planning is the primary link and core component of the low-carbon strategic transformation process of enterprises, which is of great significance for realizing the national goal of "carbon peaking and carbon neutrality", thus promoting the sustainable development of enterprises themselves, and enhancing core competitiveness and social responsibility. This paper put forward a measurement method based on ChatGPT and other big data models to measure the index of "enterprise low-carbon strategic planning degree". Furthermore, the "e-interaction of investors" with the Q&A and enterprise operation data of listed companies on the main Board from 2016 to 2023 were taken as research samples to analyze the low-carbon strategic planning, path and mechanism to help enterprises improve their green innovation performance through low-carbon transformation capital sources. The findings are as follows: first, detailed and complete low-carbon strategic planning has significantly improved the financing ability of enterprises to raise green bonds; second, detailed and complete low-carbon strategic planning is helpful for enterprises to obtain green government subsidies; and third, green transformation funds, such as green bond financing etc., are effective ways for low-carbon strategic planning to promote the growth of green innovation performance of enterprises. The heterogeneity study showed that state-owned enterprises and high-tech enterprises are more likely to obtain green transformation funds and have higher green innovation performance when they formulate detailed and comprehensive low-carbon strategic plans. Based on the frame of "strategic process", the paper focused on the low-carbon strategic planning, and it will provide some beneficial suggestions for enterprise low-carbon strategic management and green innovation from the perspective of financing path.

Key words:  low-carbon strategic planning, ChatGPT, "e-interaction" of investors, green innovation performance