【摘要】 在能耗双控转向碳排放双控背景下，加快建设制造强国是实现经济高质量发展的关键抓手。基于2011—2022年中国A股上市制造业企业数据，以碳排放权交易和新能源示范城市的政策协同为例，实证探究能碳双端约束对制造业企业新质生产力的影响。研究发现：第一，能碳双端约束能够有效提升制造业企业新质生产力，对新质劳动资料的促进作用更强。第二，能碳双端约束能够通过优化资源配置、促进技术创新和绿色投资提升制造企业新质生产力，且企业横纵向竞合因素在其中起调节作用，供应链整合作为纵向合作因素能够产生J型调节作用，企业竞争力作为横向竞争因素会产生U型调节作用。第三，能碳双端约束对技术密集型、成熟型以及高碳型制造业企业新质生产力的促进作用更强。此外，能碳双端约束能够促进制造业企业新质生产力的广延边际和集约边际协同发展。综上，提出推动制造业企业低碳发展与能源转型、优化制造业企业融资与技术创新环境、加强政策引导与环保意识提升等建议。更多还原

【Abstract】 In the context of shifting from dual-control of energy consumption to dual-control of carbon emissions, accelerating the construction of a manufacturing powerhouse is the key grip for achieving high-quality economic development. Using the data of China’s A-share listed manufacturing enterprises from 2011 to 2022, this research empirically investigates the impact of the energy-carbon double-end constraint on the New Quality Productive Forces of manufacturing enterprises by taking the policy synergy of carbon emissions trading and new energy demonstration cities as an example. The research finds that, first, the energy-carbon double-end constraint can effectively enhance the New Quality Productive Forces of manufacturing enterprises, especially the promotion of new quality labour information has a stronger impact. Second, the energy-carbon double-end constraint can enhance the New Quality Productive Forces of manufacturing enterprises through optimizing resource allocation, promoting technological innovation and green investment, and its direct impact is moderated by the horizontal and vertical competitiveness factors of enterprises, supply chain integration as a vertical cooperation factor can produce a J-shape moderating effect, and the competitiveness of enterprises as a horizontal competition factor will produce a U-shape moderating effect. Third, the energycarbon double-ended constraint has a stronger effect on the promotion of New Quality Productive Forces in technology-intensive, mature and high-carbon manufacturing enterprises. In addition, the energy-carbon double-ended constraint can promote the synergistic development of the extensive and intensive margins of the New Quality Productive Forces of manufacturing enterprises. Based on this, it is proposed to promote lowcarbon development and energy transition of manufacturing enterprises, optimize the environment for financing and technological innovation of manufacturing enterprises, and strengthen policy guidance and environmental awareness.更多还原