Wang Zhe, Feng Tianyuan, Zhang Yaning
School of Economics and Management, Shihezi University, Shihezi, 832000, China.
Department of Tourism and Marketing, Griffith Business School, Gold Coast Campus Griffith University, QLD 4222, Australia.
J Environ Manage. 2025 Sep;391:126596. doi: 10.1016/j.jenvman.2025.126596. Epub 2025 Jul 20.
Artificial intelligence (AI) technologies serve as a critical instrument in advancing China's dual climate objectives of carbon emissions peaking and carbon neutrality. This study investigates the mechanisms through which AI adoption influences corporate carbon performance (CCP), employing a panel dataset of Chinese listed firms spanning the 2007-2021 period. The findings reveal that AI significantly enhances CCP, with this enhancement being particularly pronounced among non-state-owned enterprises, firms with fewer financing constraints, capital-intensive enterprises, and enterprises operating in non-polluting industries. Mechanism analysis suggests that the primary channels through which AI promotes CCP include enhancing production efficiency, improving the flexibility of supply and demand matching, and fostering green technological research and development. Furthermore, an industry chain perspective analysis indicates that AI also contributes to improving the CCP of enterprises associated with the industry chain. The study recommended that the government actively promote the role of AI in enhancing corporate carbon performance and fully leverage its spillover effects across the industry chain, which is paramount importance for China to achieve its carbon emissions peaking and carbon neutrality targets.
人工智能（AI）技术是推动中国实现碳排放达峰和碳中和这一双重气候目标的关键工具。本研究利用2007 - 2021年期间中国上市公司的面板数据集，探究了采用人工智能影响企业碳绩效（CCP）的机制。研究结果表明，人工智能显著提高了企业碳绩效，这种提高在非国有企业、融资约束较少的企业、资本密集型企业以及非污染行业的企业中尤为明显。机制分析表明，人工智能促进企业碳绩效的主要渠道包括提高生产效率、改善供需匹配的灵活性以及促进绿色技术研发。此外，从产业链角度分析表明，人工智能还有助于提高产业链相关企业的碳绩效。该研究建议政府积极推动人工智能在提升企业碳绩效方面的作用，并充分利用其在产业链上的溢出效应，这对中国实现碳排放达峰和碳中和目标至关重要。
