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通过数字化赋能的绿色创新网络演化提升新能源产业可持续发展绩效：基于时序指数随机图模型
Improving sustainable development performance of new energy industry through green innovation network evolution empowered by digitalization: Based on temporal exponential random graph model
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中文摘要
摘要 新能源产业的可持续发展对于应对气候变化和面对各种挑战至关重要，这需要由数字化驱动的绿色创新网络提供支撑。然而，数字化各维度在推动网络发展以提升可持续发展绩效方面的影响尚未得到充分探讨。因此，本研究旨在探索多维度数字化如何动态赋能绿色创新网络，并识别关键的数字化要素，从而有效提升可持续发展绩效。本文利用绿色专利构建中国新能源企业的绿色创新网络。首先，从结构嵌入性视角出发，采用多元回归分析方法，考察网络结构对可持续发展绩效的影响；进一步地，通过社会网络分析与网络模体方法，探究绿色创新网络在宏观与中观层面的动态演化特征；随后，构建多维度数字化框架，并运用时序指数随机图模型（temporal exponential random graph model），结合五类数字化要素，揭示绿色创新网络的演化机制。研究结果表明：（1）绿色创新网络结构显著影响企业的可持续发展绩效，具有较高接近中心性和中介中心性的企业表现出更优的可持续发展绩效；（2）绿色创新网络的演化特征揭示出当前网络韧性不足，亟需通过促进创新合作关系的形成来优化网络结构；（3）多维度数字化要素对绿色创新网络的影响具有异质性和动态性，其中数字技术、数字投资、数字战略和数字政策有助于网络的正向发展并促进网络关系的形成，而数字经济则产生负向影响；企业间相似的数字战略更有利于绿色创新网络的形成。本研究为地方政府制定产业政策以及新能源企业优化数字化要素配置、提升可持续发展绩效提供了有益的理论启示与实践指导。
English Abstract
Abstract The sustainable development of the new energy industry is crucial for addressing climate change and facing various challenges, which requires the support of green innovation network effected by digitalization. Nonetheless, the influence of each dimension of digitalization in driving network development to enhance sustainable development performance has yet to be adequately explored. Therefore, this study aims to explore how multi-dimensional digitization dynamically empowers green innovation networks and identifies key digitalization elements, thus effectively improving sustainable development performance. Green innovation networks of new energy enterprises in China are constructed using green patents. First, the impact of network structure on sustainable development performance is analyzed from the perspective of structural embeddedness with multiple regression analysis. Further, the dynamic evolutionary characteristics of network structure at macroscopic and mesoscopic levels are investigated through social network analysis and network motif. Then, a multi-dimensional digitalization framework is established, and the temporal exponential random graph model is employed to uncover the evolutionary mechanism of green innovation network, considering five types of digitalization elements. The findings indicate the following: (1) Green innovation network structure affects sustainable development performance and enterprises with high closeness centrality and betweenness centrality exhibit superior sustainable development performance. (2) The evolutionary characteristics of green innovation networks reveal the networks lacks resilience, necessitating the optimization of network structure through promoting formation of innovation collaboration relationships. (3) The impacts of multi-dimensional digitalization elements on green innovation network are heterogeneous and dynamic. Digital technology, digital investment, digital strategy, and digital policy empower the positive development of networks and facilitate network formation, while digital economy exerts a negative effect. Similar digital strategies among enterprises facilitate the formation of green innovation networks. This study offers valuable insights for local governments in formulating industrial policies and for new energy enterprises in optimizing digitalization elements and improving sustainable development performance.
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SunView 深度解读
该研究揭示数字化赋能绿色创新网络对新能源产业可持续发展的动态影响机制,对阳光电源具有重要战略价值。研究强调数字技术、数字投资和数字战略的正向作用,与公司iSolarCloud平台的智能运维能力高度契合。建议强化ST储能系统、SG光伏逆变器产品线的数字化协同创新,通过提升网络中心性优化产业生态位。研究指出的网络韧性不足问题,启示公司应加强产学研合作,构建更紧密的绿色专利创新联盟,提升技术壁垒与可持续竞争力。