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中国管理科学 ›› 2021, Vol. 29 ›› Issue (11): 33-44.doi: 10.16381/j.cnki.issn1003-207x.2019.1898

• 论文 • 上一篇    

基于绿色投资效率的港航供应链投资策略研究

刘家国1, 赵慧达1, 李健2   

  1. 1.大连海事大学航运经济管理学院,辽宁 大连116026;2.北京工业大学经济与管理学院, 北京100124
  • 收稿日期:2019-11-21 修回日期:2020-03-18 发布日期:2021-11-22
  • 通讯作者: 刘家国(1979-),男(汉族),湖北枣阳人,大连海事大学航运经济管理学院,教授,博士,研究方向:物流与供应链管理、港航经济管理,Email:liujiaguo@gmail.com. E-mail:liujiaguo@gmail.com
  • 基金资助:
    国家自然科学基金资助项目(71774019);教育部人文社科后期资助项目(19JHQ096);辽宁省兴辽英才项目(XLYC1807097);辽宁省社科基金资助项目(L18BGL038)

Research on Investment Strategy of Maritime Supply Chain Based on Green Investment Efficiency

LIU Jia-guo1, ZHAO Hui-da1, LI Jian2   

  1. 1. School of Maritime Economics and Management, Dalian Maritime University, Dalian 116026, China;2. School of Economics and Management, Beijing University of Technology, Beijing 100124, China
  • Received:2019-11-21 Revised:2020-03-18 Published:2021-11-22
  • Contact: 刘家国 E-mail:liujiaguo@gmail.com

摘要: 在IMO环境政策约束日趋严格的背景下,绿色投资成为港航企业提升自身竞争优势的方式之一。本文以港口主导的供应链为研究对象,分析三种投资场景与不同成员投资的利益关系,即从绿色技术投资效率对港航供应链的成本效应、绿色技术投入效应、经济效应和市场效应等方面展开分析,最后分析不同投资策略对消费者剩余和社会福利的影响。研究表明:港口绿色技术投资在一定程度上会增加整体供应链的成本投入;当绿色技术投资效率逐步提高时,绿色投入水平不断下降,降低了绿色投入的成本,从而达到“投入高效率,投入水平低增长,整体收益高增长”的投资效果;无论是承运人或是港口进行绿色技术投入,均会增加市场的服务价格,相较于非绿色技术投入,绿色技术投入时会增加整体市场的需求数量;从消费者剩余的角度考虑,承运人绿色技术投入相较于港口绿色技术投入产生的消费者剩余大,也会在一定程度上减少因价格“传递效应”带来的不利影响;从社会福利的角度考虑,虽然绿色投资可能会降低社会福利,但承运人投资产生的社会福利优于港口绿色投资时产生的社会福利;从保护环境的角度,政府的政策制定具有较高的优先级,有助于提升环境收益。研究结果进一步丰富了港航企业绿色投资的研究成果,可为合理权衡绿色技术投资效率,为港口供应链成员的绿色投资决策提供一定的参考,对绿色港口供应链的良性发展具有一定的指导意义。

关键词: 港航供应链;绿色投资;技术效率;投资决策

Abstract: Under the background of increasingly strict environmental policy constraints, green investment has become one of the means for port and shipping enterprises to improve their competitive advantages. The investment of enterprises has an impact not only on their own profit, but also on the profit of other members in the supply chain around the port. The shipping supply chain is taken as the research object and the different scenes of investment are introduced. It analyzes the effect of cost, investment, economy and market of investment efficiency on the port supply chain. Finally, it analyzes the influence of different investment strategies on consumer surplus and social welfare. Therefore, in this paper, a port supply chain model is constructed, in which the port is Stackelberg leader and the carrier is the follower. The four cases are studied respectively: no investment; port investment; carrier investment; the both investment with port and carrier. With discussing and comparing the results, the conclusions are as follows: (1) Port investment of green technology will increasing the cost from supply chain member; (2) When the efficiency of technology investment is gradually improved, the level of green investment is declining, and reducing the cost of green inputs, thus achieving the investment effect of "investing in high efficiency, low input level, and high overall growth"; (3) Whether the carrier or the port investing in green technology will increase the service price of the market. Compared with the non-green technology investment, the green technology will increase the demand of the overall market; (4) From the perspective of consumer surplus, the carrier’s green technology investment will be less than the consumer surplus generated by the port green technology investment, and it will also reduce the adverse effects caused by the price “transfer effect” to a certain extent; (5) From the perspective of social welfare, green investment may lower overall social incomes. The social welfare of carrier investment is better than that of port green investment. However, from the perspective of environmental protection, the government’s policy making has a higher priority, which is conducive to improving environmental benefits. The research results have enriched the research of the green investment of port and shipping enterprises. It can provide a reference for the investment choice of the port supply chain members who reasonably balance the investment efficiency. This also has guiding significance for the development of the green port supply chain.

Key words: shipping supply chain; green investment; investment efficiency; investment decision

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