Anatomy of Green Specialisation: Evidence from EU Production Data, 1995–2015
研究1995-2015年欧盟国家制造业的绿色专业化，发现绿色生产高度集中于少数高科技行业，且与污染生产不共存，绿色专业化具有先发优势、与非绿色能力互补及能力多样化等特征。
Abstract We study green specialisation across EU countries and detailed 4-digit industrial sectors over the period of 1995–2015 by harmonizing product-level data (PRODCOM). We propose a new list of green goods that refines lists proposed by international organizations by excluding goods with double usage. Our analysis reveals important structural characteristics of green specialisation in the manufacturing sector. First, green production is highly concentrated, with 13 out of 119 4-digit industries, which are high-tech and account for nearly 95% of the total. Second, green and polluting productions do not occur in the same sectors, and countries specialise in either green or brown sectors. Third, our econometric analysis identifies three key features as relevant for green specialisation: (i) first-mover advantage and high persistence of green specialisation, (ii) complementarity with non-green capabilities and (iii) the degree of diversification of green capabilities.