供应链管理

在党的二十届四中全会“智能化、绿色化、融合化”发展导向与“十五五”规划产业体系现代化要求指引下，为揭示人工智能赋能绿色供应链的双元价值实现路径，基于2019-2024年中国A股制造业上市公司面板数据，实证检验了人工智能赋能对企业经济效益与环境效益的影响及调节机制。研究发现：人工智能赋能可通过需求预测优化、生产流程智能调控与碳足迹动态监测，显著提升企业总资产收益率、降低单位产值碳强度，实现经济与环境双元效益协同提升；环境规制与绿色金融均对上述赋能效果存在正向调节作用，且该效应在高耗能行业与中西部地区企业中表现更为突出。研究结论丰富了数字技术与绿色供应链融合的实证研究，为企业落实“十五五”绿色转型要求、政策制定者构建“技术+政策”协同支持体系提供了在地化参考。

Guided by the "intelligent， green， and integrated" development orientation from the Fourth Plenary Session of the 20th CPC Central Committee and the 15th Five - Year Plan's industrial system modernization requirements， this study aims to reveal the dual - value realization path of AI empowering green supply chains. Using panel data of China A - share listed manufacturing companies from 2019 - 2024， it empirically examines the impact and moderating mechanisms of AI empowerment on corporate economic and environmental benefits. The results show that AI empowerment can boost total asset return and cut carbon intensity per unit of output via demand forecasting optimization， intelligent production process control， and dynamic carbon footprint monitoring， achieving coordinated improvement in both benefits. Environmental regulations and green finance positively moderate these effects， with green finance being more prominent in high - energy - consuming industries and enterprises in central and western regions. These conclusions enrich empirical research on digital - green supply chain integration， offering localized references for enterprises' green transformation and policymakers' "technology + policy" support system. .