School of Economics and Management, Zhejiang Sci-Tech University
School of Economics and Management (School of Entrepreneurship), Zhejiang Sci-Tech University
Huating Coal Industry Group Co. , Ltd.

“双碳”目标及其政策直接影响煤炭企业绿色转型行为,也通过行业结构、竞争结构等中介变量,间接影响企业行为。结合“SCP”分析模型,对这一间接影响中的传导机制进行了重点分析;同时从有形驱动和无形驱动2方面,分析了“双碳”目标引领煤炭企业绿色转型的内在作用机理,并提出煤炭企业绿色转型的实现路径,包括以新发展理念为指导,制定绿色发展战略;依托数字化、智能化技术,提升绿色生产效率;以金融市场为支撑,开发绿色低碳新业务;以环境规制为引领,构建可持续组织结构。

The “ double carbon” target and its policies directly affect the green transformation behavior of coal enterprises, and alsoindirectly affect the behavior of enterprises through intermediary variables such as industry structure and competition structure. By combiningthe “SCP” analysis model, the transmission mechanism of this indirect influence is analyzed; meanwhile, the inner mechanism of thegreen transformation of coal enterprises led by the “dual carbon” target is analyzed from both the tangible and intangible drivers, and thefollowing is proposed. The path of green transformation of coal enterprises, including formulating green development strategy guided bynew development concept, improving green production efficiency by relying on digital and intelligent technology, developing new green andlow-carbon business supported by financial market, and building sustainable organizational structure led by environmental regulation.

0 引言
1“双碳”目标提出的时代背景
1.1 国际背景
1.2 国内背景
2“双碳”对煤炭企业绿色转型的影响分析
2.1 对煤炭需求的影响
2.2 对煤炭供给的影响
2.3 对产业结构的影响
2.3.1 产业集中度
2.3.2 煤炭清洁高效利用
2.3.3 装备水平
2.3.4 绿色产业投资
2.4 对竞争结构的影响
3“双碳”对煤炭企业绿色转型的驱动机理分析
3.1 有形驱动:环境规制、煤炭产业政策与金融政策
3.1.1 环境规制的推动力
3.1.2 煤炭产业政策的拉动力
3.1.3 金融政策的牵引力
3.2 无形驱动:行业竞争
4“双碳”目标下煤炭企业绿色转型实现路径
4.1 以新发展理念为指导,制定绿色发展战略
4.2 依托数字化、智能化技术,提升绿色生产效率
4.3 以绿色金融为支撑,开发绿色低碳新业务
4.4 以环境规制为引领,构建可持续组织结构
5 结语