ESG赋能新质生产力的理论逻辑和现实路径

柳学信　曹成梓

（首都经济贸易大学）

内容提要：ESG是全球通用的兼具工具性和目的性的发展理念和可持续实践，高度契合新质生产力的时代内涵，是实现可持续发展的重要制度创新和市场创新，可以为中国新质生产力的发展提供丰富的政策工具和市场解决方案。本文阐释了新发展阶段下新质生产力的时代内涵，基于生态文明理论、可持续发展理论和共同富裕理论，探讨了ESG赋能新质生产力的理论框架，并对其理论逻辑和实践路径进行了分析，为加快形成新质生产力提供借鉴。

关键词：ESG；新质生产力；价值标准；市场创新；制度创新

作者简介：柳学信，首都经济贸易大学工商管理学院教授、博士生导师，北京，100070；曹成梓，首都经济贸易大学工商管理学院博士研究生，通信作者。

基金项目：国家社会科学基金重大项目“‘双碳’目标下碳信息披露体系设计与效果研究”（22&ZD145）

引用格式：柳学信,曹成梓.ESG赋能新质生产力的理论逻辑和现实路径[J].经济与管理研究,2024,45(11):3-13.

Theoretical Logic and Practical Paths for ESG Empowering New Quality Productive Forces

LIU Xuexin, CAO Chengzi

(Capital University of Economics and Business, Beijing 100070)

Abstract: The development of new quality productive forces is an objective requirement for shaping new development dynamics and a necessary option for gaining initiative in the global governance system. New quality productive forces characterized by sustainability, competitiveness and inclusiveness depart from high dependence on material resource inputs and high carbon emissions, guiding high-quality development. Environmental, social, and governance (ESG), which pursues long-term value growth and balances economic and social benefits, highly fits the contemporary connotation of new quality productive forces, becoming a meaningful way to accelerate the development of new quality productive forces. The driving role of ESG in the development of new quality productive forces can promote the high-quality development of China’s economy and society and is of great significance to the global capital market in understanding the connotation of China’s sustainable development.

ESG is a globally applicable development concept and sustainable practice that is both instrumental and purposeful. It is an essential institutional and market innovation for realizing China’s sustainable development. Moreover, it can provide rich policy tools and market solutions for the development of new quality productive forces in China. Specifically, the environmental dimension of ESG reflects the role of ecological civilization construction and environmental protection, meeting the requirements of practicing green development in new quality productive forces. The social dimension of ESG reflects the responsibility of corporate development to employees, supply chain partners and communities, contributing to common prosperity for all. The governance dimension of ESG emphasizes the important role of corporate governance in promoting sustainable development, which is conducive to promoting China’s high-quality development and constructing a human community with a shared future.

This paper summarizes the connotation of new quality productive forces in the new era and discusses the strategic value of ESG empowering new quality productive forces. Based on the theory of ecological civilization, sustainable development and common prosperity for all, this paper constructs a four-sphere model of green empowerment, innovation-driven, common governance and sharing, and institutional openness and explores the theoretical logic of ESG empowering new quality productive forces. Finally, this paper analyzes the specific pathways for ESG to empower new quality productive forces from the perspectives of policy system, standard system, disclosure and evaluation system, investment system, and data platform development. The results can contribute to reshaping the corporate value system, generating momentum for new industrial development dynamics, stimulating internal market forces, and providing a reference for accelerating the formation of new quality productive forces.

Keywords: ESG; new quality productive forces; value standard; market innovation; institutional innovation

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